Sound Income Strategies, LLC Incresed Positions in Q2 2025

Sound Income Strategies, LLC

  • $1.63 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IYE
Ishares Tr

ETFs
77
+ 9.14%
$40.36 - $49.67 $3.11K - $3.82K
919 $41K
BNDC
Flexshares Tr Core Select Bd F

ETFs
1
+ 1.19%
$21.75 - $22.41 $21.8 - $22.4
85 $1K
Flexible Incomeblackrock ETF Trust Ii
1.38K
+ 547.62%
N/A
1.63K $0
NIO
Nio Inc.

Consumer Cyclical
5
+ 1.64%
$3.14 - $4.31 $15.7 - $21.5
310 $1K
High Yield Etfab Active Etfs Inc
2
+ 1.71%
N/A
119 $0
IQI
Invesco Quality Municipal Income Trust

Financial Services
65
+ 2.03%
$9.09 - $9.79 $591 - $636
3.26K $30K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
20
+ 1.92%
$9.75 - $10.96 $195 - $219
1.06K $11K
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
21
+ 2.09%
$10.92 - $11.45 $229 - $240
1.03K $11K
RYT
Invesco S&P 500 Equal Weight T

ETFs
373
+ 484.42%
N/A
450 $0
OPI
Office Properties Income Trust

Real Estate
188
+ 21.39%
$0.18 - $0.45 $33.8 - $84.6
1.07K $0
OTIS
Otis Worldwide Corp

Industrials
5
+ 3.11%
$90.88 - $104.3 $454 - $522
166 $16K
Panagram Bbb Bseries Portfolios Tr
65.7K
+ 286.46%
N/A
88.6K $0
NAT
Nordic American Tankers LTD

Industrials
4
+ 2.68%
N/A
153 $0
SCHO
Schwab Short Term Us Treasury

ETFs
20
+ 1.72%
$24.19 - $24.45 $484 - $489
1.18K $28K
Nasdaq 100 Highproshares Tr
13
+ 2.03%
N/A
654 $0
FENY
Fidelity Covington Tr Msci Ene

ETFs
25
+ 250.0%
$20.83 - $25.75 $521 - $644
35 $0
ETF Opportunities Trust
1.9K
+ 4.76%
N/A
41.9K $0
Sponsored Adrgsk PLC
29.2K
+ 7.26%
N/A
431K $0
SNAP
Snap Inc

Communication Services
12
+ 4.0%
$7.23 - $9.21 $86.8 - $111
312 $2K
EQR
Equity Residential

Real Estate
1
+ 0.94%
$61.82 - $71.72 $61.8 - $71.7
107 $7K
KIM
Kimco Realty Corp

Real Estate
10
+ 2.27%
$18.7 - $21.69 $187 - $217
450 $9K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
23
+ 4.27%
$38.81 - $44.28 $893 - $1.02K
562 $23K
ECL
Ecolab Inc.

Basic Materials
2
+ 40.0%
$225.65 - $270.95 $451 - $542
7 $1K
KSS
Kohls Corp

Consumer Cyclical
2
+ 2.53%
$6.13 - $9.4 $12.3 - $18.8
81 $0
DXC
Dxc Technology CO

Technology
1
+ 5.26%
$14.03 - $17.63 $14 - $17.6
20 $0
PHG
Koninklijke Philips Nv

Healthcare
1
+ 2.78%
$21.67 - $25.64 $21.7 - $25.6
37 $0
SPDV
ETF Ser Solutions Aam S&P 500
1
+ 0.81%
N/A
125 $0
JPHY
Jp Morgan High Yield Research

ETFs
1
+ 0.03%
N/A
3.59K $0
SHW
Sherwin Williams CO

Basic Materials
2
+ 2.67%
$313.51 - $363.51 $627 - $727
77 $26K
Shsishares Bitcoin Tr
3
+ 2.11%
N/A
145 $0
MGM
Mgm Resorts International

Consumer Cyclical
5
+ 13.16%
$25.79 - $34.95 $129 - $175
43 $1K
CLF
Cleveland Cliffs Inc.

Basic Materials
2
+ 0.31%
$5.83 - $8.88 $11.7 - $17.8
652 $4K
PEY
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.3%
$18.68 - $21.54 $37.4 - $43.1
671 $13K
LFVN
Lifevantage Corp

Consumer Defensive
2
+ 0.3%
$11.18 - $16.05 $22.4 - $32.1
665 $8K
AGNC
Agnc Investment Corp.

Real Estate
17
+ 1.01%
$8.12 - $9.49 $138 - $161
1.69K $15K
FDX
Fedex Corp

Industrials
2
+ 1.34%
$198.07 - $245.17 $396 - $490
151 $34K
ABR
Arbor Realty Trust Inc

Real Estate
243
+ 6.17%
$8.92 - $11.89 $2.17K - $2.89K
4.18K $44K
HES
Hess Corp

Energy
1
+ 0.49%
$126.32 - $161.29 $126 - $161
205 $28K
TTC
Toro CO

Industrials
14
+ 0.56%
$63.51 - $77.8 $889 - $1.09K
2.51K $177K
BBDC
Barings Bdc, Inc.

Financial Services
27
+ 0.21%
$7.89 - $9.51 $213 - $257
12.8K $116K
CVX
Chevron Corp

Energy
888
+ 16.17%
$133.73 - $168.51 $119K - $150K
6.38K $913K
MPLX
Mplx LP

Energy
8
+ 0.25%
$46.68 - $53.89 $373 - $431
3.23K $166K
WY
Weyerhaeuser CO

Real Estate
26
+ 0.98%
$24.69 - $29.48 $642 - $766
2.67K $68K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
362
+ 905.0%
$105.72 - $1416.0 $38.3K - $513K
402 $44K
COP
Conocophillips

Energy
15
+ 1.94%
$82.66 - $106.1 $1.24K - $1.59K
790 $70K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.49K
+ 1408.47%
$87.84 - $1441.89 $219K - $3.59M
2.67K $240K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
2
+ 0.43%
$421.16 - $509.5 $842 - $1.02K
470 $209K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
28.9K
+ 8.93%
$45.92 - $50.78 $1.33M - $1.47M
352K $16.5M
EPD
Enterprise Products Partners L.P.

Energy
340
+ 2.07%
$28.95 - $34.22 $9.84K - $11.6K
16.8K $520K
Activity Summary
Buys All Purchases 665 New Holdings 195 Increased Positions 470 Sells All Sells 409 Reductions 405 Sold out 4 Options Calls 0 Puts 0
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