Sound Income Strategies, LLC New Holdings in Q1 2025

Sound Income Strategies, LLC

  • $1.56 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XEMD
Bondbloxx ETF Tr Jp Morgan Usd

ETFs
140K
New
$41.76 - $42.79 $5.86M - $6.01M
140K $5.92M
PGHY
Invesco ETF Tr Ii Global Short

ETFs
297K
New
$19.66 - $20.09 $5.83M - $5.96M
297K $5.88M
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
400K
New
$7.89 - $12.48 $3.16M - $5M
400K $3.58M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
44.8K
New
$20.29 - $22.36 $910K - $1M
44.8K $989K
XSMO
Invesco S&P Smallcap Momentum

ETFs
14.4K
New
$59.97 - $70.03 $863K - $1.01M
14.4K $903K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
7.89K
New
$110.9 - $132.93 $875K - $1.05M
7.89K $898K
VTWG
Vanguard Russell 2000 Growth E

ETFs
4.55K
New
$185.73 - $221.19 $844K - $1.01M
4.55K $855K
HYUP
Dbx ETF Tr X Trackers High Bet

ETFs
14.8K
New
$41.37 - $42.53 $611K - $628K
14.8K $613K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
25K
New
$23.32 - $23.84 $583K - $596K
25K $585K
AFG
American Financial Group Inc

Financial Services
4.12K
New
$119.82 - $138.45 $494K - $571K
4.12K $541K
KRE
Spdr S&P Regional Banking ETF

ETFs
4.37K
New
$55.11 - $65.5 $241K - $286K
4.37K $246K
SOXX
Ishares Semiconductor ETF

ETFs
1.26K
New
$188.17 - $235.81 $236K - $296K
1.26K $236K
ILCV
Ishares Morningstar Value ETF

ETFs
2.3K
New
$79.37 - $85.24 $183K - $196K
2.3K $185K
ROK
Rockwell Automation, Inc

Industrials
414
New
$255.29 - $303.75 $106K - $126K
414 $106K
FNDE
Schwab Fundamental Emerging Mk

ETFs
2.89K
New
$28.11 - $32.0 $81.2K - $92.5K
2.89K $88K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
3.56K
New
$24.29 - $24.65 $86.5K - $87.8K
3.56K $87K
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
4.04K
New
$17.67 - $20.85 $71.4K - $84.3K
4.04K $84K
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
2.88K
New
$26.82 - $28.5 $77.3K - $82.2K
2.88K $78K
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
6.47K
New
$11.09 - $11.43 $71.8K - $74K
6.47K $72K
HE
Hawaiian Electric Industries Inc

Utilities
6.51K
New
$8.18 - $11.46 $53.3K - $74.6K
6.51K $71K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
2.65K
New
$19.53 - $25.74 $51.8K - $68.3K
2.65K $64K
CNX
Cnx Resources Corp

Energy
1.99K
New
$27.38 - $37.32 $54.6K - $74.4K
1.99K $62K
IYY
Ishares Tr

ETFs
461
New
$134.05 - $149.75 $61.8K - $69K
461 $62K
VIPS
Vipshop Holdings LTD

Consumer Cyclical
3.93K
New
$12.68 - $17.71 $49.9K - $69.6K
3.93K $61K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
4.69K
New
$10.47 - $10.92 $49.1K - $51.2K
4.69K $50K
DJD
Invesco Exchange Traded Fd Tr

ETFs
934
New
$50.21 - $54.3 $46.9K - $50.7K
934 $49K
UTHR
United Therapeutics Corp

Healthcare
159
New
$304.42 - $380.78 $48.4K - $60.5K
159 $49K
PPA
Invesco Exchange Traded Fd Tr

ETFs
403
New
$113.59 - $123.29 $45.8K - $49.7K
403 $46K
PRIM
Primoris Services Corp

Industrials
787
New
$57.27 - $89.03 $45.1K - $70.1K
787 $45K
ACLS
Axcelis Technologies Inc

Technology
895
New
$49.67 - $74.45 $44.5K - $66.6K
895 $44K
WSM
Williams Sonoma Inc

Consumer Cyclical
270
New
$158.1 - $217.71 $42.7K - $58.8K
270 $42K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
428
New
$90.0 - $96.32 $38.5K - $41.2K
428 $39K
PML
Pimco Municipal Income Fund Ii

Financial Services
4.85K
New
$8.04 - $8.62 $39K - $41.8K
4.85K $39K
IYF
Ishares Tr

ETFs
305
New
$107.69 - $119.37 $32.8K - $36.4K
305 $34K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
1.19K
New
$26.51 - $28.57 $31.5K - $33.9K
1.19K $32K
IYC
Ishares U.S. Consumer Discreti

ETFs
363
New
$85.71 - $101.2 $31.1K - $36.7K
363 $31K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
1K
New
$26.53 - $29.63 $26.6K - $29.7K
1K $26K
NMIH
Nmi Holdings, Inc.

Financial Services
701
New
$34.46 - $39.13 $24.2K - $27.4K
701 $25K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
426
New
$49.22 - $51.73 $21K - $22K
426 $21K
FVD
First Tr Value Line Divid Inde

ETFs
484
New
$42.61 - $45.51 $20.6K - $22K
484 $21K
AL
Air Lease Corp

Industrials
442
New
$43.38 - $51.13 $19.2K - $22.6K
442 $21K
NLOK
Norton Life Lock Inc.

Technology
971
New
N/A
971 $20K
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
114
New
$178.65 - $194.73 $20.4K - $22.2K
114 $20K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
485
New
$39.97 - $48.7 $19.4K - $23.6K
485 $19K
LNC
Lincoln National Corp

Financial Services
520
New
$30.06 - $39.23 $15.6K - $20.4K
520 $18K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
129
New
$120.07 - $144.17 $15.5K - $18.6K
129 $16K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
494
New
$27.4 - $30.58 $13.5K - $15.1K
494 $14K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
170
New
$78.97 - $85.82 $13.4K - $14.6K
170 $14K
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
200
New
$73.28 - $92.15 $14.7K - $18.4K
200 $14K
Activity Summary
Buys All Purchases 703 New Holdings 182 Increased Positions 521 Sells All Sells 234 Reductions 230 Sold out 4 Options Calls 0 Puts 0
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