Sound Income Strategies, LLC New Holdings in Q3 2025

Sound Income Strategies, LLC

  • $1.76 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TTE
Total Energies Se

Energy
300K
New
N/A
300K $20.6M
DINO
Hf Sinclair Corp

Energy
274K
New
$42.11 - $54.01 $11.5M - $14.8M
274K $14.3M
RWAY
Runway Growth Finance Corp.

Financial Services
1.41M
New
$10.16 - $11.31 $14.3M - $15.9M
1.41M $14.3M
META
Meta Platforms, Inc.

Communication Services
17K
New
$695.21 - $791.73 $11.8M - $13.4M
17K $12.5M
BKR
Baker Hughes CO

Energy
90.9K
New
$38.68 - $50.55 $3.51M - $4.59M
90.9K $4.43M
ADM
Archer Daniels Midland CO

Consumer Defensive
47.9K
New
$53.54 - $64.21 $2.57M - $3.08M
47.9K $2.86M
GE
General Electric CO

Industrials
2.4K
New
$244.75 - $305.63 $587K - $733K
2.4K $721K
VTC
Vanguard Scottsdale Fds Total

ETFs
5.2K
New
$76.18 - $78.81 $396K - $410K
5.2K $407K
ELV
Elevance Health, Inc.

Healthcare
840
New
$274.66 - $395.76 $231K - $332K
840 $271K
SHEL
Shell PLC

Energy
2.18K
New
$69.82 - $73.93 $152K - $161K
2.18K $155K
USFR
Wisdomtree Floating Rate Treas

ETFs
2.68K
New
$50.23 - $50.48 $135K - $135K
2.68K $134K
IVT
Inven Trust Properties Corp.

Real Estate
4.56K
New
$26.7 - $30.06 $122K - $137K
4.56K $130K
STWD
Starwood Property Trust, Inc.

Real Estate
5.35K
New
$19.37 - $20.97 $104K - $112K
5.35K $103K
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.94K
New
$50.52 - $50.75 $97.8K - $98.2K
1.94K $98K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
1.92K
New
$50.08 - $50.37 $96.4K - $96.9K
1.92K $96K
ASTS
Ast Space Mobile, Inc.

Communication Services
1.03K
New
$36.91 - $60.06 $38.1K - $62K
1.03K $50K
RVT
Royce Value Trust, Inc.

Financial Services
3.15K
New
$14.94 - $16.5 $47.1K - $52K
3.15K $50K
GLDM
World Gold Trust

ETFs
635
New
$64.73 - $76.45 $41.1K - $48.5K
635 $48K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
514
New
$43.07 - $91.37 $22.1K - $47K
514 $46K
CEG
Constellation Energy Corp

Utilities
124
New
$298.82 - $354.89 $37.1K - $44K
124 $40K
WFRD
Weatherford International PLC

Energy
537
New
$52.14 - $69.61 $28K - $37.4K
537 $36K
VRT
Vertiv Holdings CO

Industrials
423
New
N/A
423 $36K
GH
Guardant Health, Inc.

Healthcare
586
New
$40.98 - $67.42 $24K - $39.5K
586 $36K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
300
New
$117.65 - $120.08 $35.3K - $36K
300 $35K
TECH
Bio Techne Corp

Healthcare
624
New
$49.87 - $58.78 $31.1K - $36.7K
624 $34K
CALM
Cal Maine Foods Inc

Consumer Defensive
350
New
$94.1 - $119.16 $32.9K - $41.7K
350 $32K
SGOL
Abrdn Gold ETF Trust

ETFs
890
New
$31.18 - $36.81 $27.8K - $32.8K
890 $32K
ACHR
Archer Aviation Inc.

Industrials
3.43K
New
$8.25 - $13.4 $28.3K - $46K
3.43K $32K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
1.26K
New
N/A
1.26K $31K
APO
Apollo Global Management, Inc.

Financial Services
225
New
$131.55 - $156.05 $29.6K - $35.1K
225 $29K
PEAK
Healthpeak Properties, Inc.

Real Estate
1.52K
New
N/A
1.52K $28K
ADPT
Adaptive Biotechnologies Corp

Healthcare
1.9K
New
$10.24 - $14.96 $19.5K - $28.5K
1.9K $28K
DAR
Darling Ingredients Inc.

Consumer Defensive
926
New
$29.74 - $39.45 $27.5K - $36.5K
926 $28K
SE
Sea LTD

Consumer Cyclical
156
New
$146.23 - $196.5 $22.8K - $30.7K
156 $27K
FISV
Fiserv Inc

Technology
223
New
N/A
223 $27K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
2.06K
New
$12.93 - $13.4 $26.6K - $27.6K
2.06K $26K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
1.21K
New
$20.12 - $21.74 $24.4K - $26.4K
1.21K $25K
USA
Liberty All Star Equity Fund

Financial Services
4.03K
New
$6.34 - $6.94 $25.5K - $28K
4.03K $25K
TRIN
Trinity Capital Inc.

Financial Services
1.6K
New
$14.03 - $16.47 $22.4K - $26.4K
1.6K $24K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
1K
New
$23.13 - $23.54 $23.1K - $23.5K
1K $23K
SONY
Sony Group Corp

Technology
828
New
$23.92 - $30.07 $19.8K - $24.9K
828 $23K
AR
Antero Resources Corp

Energy
681
New
$29.87 - $37.66 $20.3K - $25.6K
681 $22K
SMMT
Summit Therapeutics Inc.

Healthcare
1.01K
New
$17.61 - $30.02 $17.7K - $30.2K
1.01K $20K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
1.83K
New
$10.08 - $11.67 $18.4K - $21.3K
1.83K $19K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
308
New
$44.14 - $61.05 $13.6K - $18.8K
308 $18K
CRDO
Credo Technology Group Holding LTD

Technology
120
New
$87.59 - $172.31 $10.5K - $20.7K
120 $17K
GTLS
Chart Industries Inc

Industrials
87
New
$162.6 - $200.28 $14.1K - $17.4K
87 $17K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
476
New
$31.31 - $34.54 $14.9K - $16.4K
476 $16K
FINX
Global X Fds Fintech ETF (De)

ETFs
459
New
$32.53 - $35.28 $14.9K - $16.2K
459 $15K
Activity Summary
Buys All Purchases 627 New Holdings 266 Increased Positions 361 Sells All Sells 456 Reductions 455 Sold out 1 Options Calls 0 Puts 0
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