Sound Income Strategies, LLC New Holdings in Q2 2025

Sound Income Strategies, LLC

  • $1.63 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PFS
Provident Financial Services Inc

Financial Services
545K
New
$14.69 - $17.98 $8M - $9.79M
545K $9.55M
CG
Carlyle Group Inc.

Financial Services
89.7K
New
$34.78 - $51.4 $3.12M - $4.61M
89.7K $4.61M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
3.33K
New
$50.09 - $51.09 $167K - $170K
3.33K $170K
DBA
Invesco Db Agriculture Fund

ETFs
5.89K
New
$25.27 - $27.68 $149K - $163K
5.89K $153K
MKL
Markel Corp

Financial Services
77
New
$1678.5 - $1997.36 $129K - $154K
77 $153K
UUUU
Energy Fuels Inc

Energy
19.9K
New
$3.44 - $5.9 $68.4K - $117K
19.9K $114K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
5.21K
New
$20.16 - $23.26 $105K - $121K
5.21K $113K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
780
New
$120.49 - $141.16 $94K - $110K
780 $107K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
800
New
$86.93 - $109.64 $69.5K - $87.7K
800 $87K
B
Barnes Group Inc

Industrials
3.8K
New
$17.52 - $21.59 $66.5K - $82K
3.8K $79K
NVR
Nvr Inc

Consumer Cyclical
9
New
$6700.0 - $7410.93 $60.3K - $66.7K
9 $66K
AFRM
Affirm Holdings, Inc.

Technology
853
New
$35.75 - $69.14 $30.5K - $59K
853 $58K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
879
New
$49.85 - $64.51 $43.8K - $56.7K
879 $56K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
800
New
$61.25 - $63.4 $49K - $50.7K
800 $50K
VCV
Invesco California Value Municipal Income Trust

Financial Services
4.78K
New
$9.66 - $10.94 $46.2K - $52.3K
4.78K $49K
TMDX
Trans Medics Group, Inc.

Healthcare
357
New
$67.67 - $143.04 $24.2K - $51.1K
357 $47K
AOM
Ishares Tr Core Moderate Alloc

ETFs
1.03K
New
$41.55 - $46.04 $42.9K - $47.5K
1.03K $47K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
3.32K
New
$13.63 - $14.4 $45.2K - $47.8K
3.32K $46K
CUK
Carnival PLC

Consumer Cyclical
1.74K
New
$14.76 - $25.51 $25.7K - $44.4K
1.74K $44K
ACI
Albertsons Companies, Inc.

Consumer Defensive
2K
New
$19.94 - $22.91 $39.9K - $45.8K
2K $43K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
635
New
$52.84 - $65.52 $33.6K - $41.6K
635 $41K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
1.85K
New
$20.19 - $23.59 $37.4K - $43.7K
1.85K $40K
WES
Western Midstream Partners, LP

Energy
1.02K
New
$34.99 - $41.61 $35.5K - $42.2K
1.02K $39K
DUOL
Duolingo, Inc.

Technology
91
New
$292.88 - $540.68 $26.7K - $49.2K
91 $37K
AOK
Ishares Tr Core Conservative A

ETFs
912
New
$36.09 - $39.07 $32.9K - $35.6K
912 $35K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
200
New
$140.37 - $177.56 $28.1K - $35.5K
200 $34K
WLKP
Westlake Chemical Partners LP

Basic Materials
1.46K
New
$21.61 - $23.8 $31.6K - $34.8K
1.46K $32K
ALLE
Allegion PLC

Industrials
221
New
$118.52 - $145.64 $26.2K - $32.2K
221 $31K
EPAM
Epam Systems, Inc.

Technology
162
New
N/A
162 $30K
LOGI
Logitech International S.A.

Technology
300
New
$65.57 - $90.16 $19.7K - $27K
300 $27K
GXG
Global X Msci Colombia

ETFs
890
New
$24.56 - $30.01 $21.9K - $26.7K
890 $25K
TDG
Trans Digm Group Inc

Industrials
16
New
$1231.75 - $1520.64 $19.7K - $24.3K
16 $24K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
344
New
$67.83 - $92.33 $23.3K - $31.8K
344 $24K
IDU
Ishares Tr U S Utils ETF

ETFs
232
New
$93.98 - $106.11 $21.8K - $24.6K
232 $24K
IGV
Ishares Expanded Tech Software

ETFs
211
New
$80.15 - $109.5 $16.9K - $23.1K
211 $23K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
292
New
$57.46 - $75.58 $16.8K - $22.1K
292 $22K
NTRA
Natera, Inc.

Healthcare
115
New
$132.23 - $171.87 $15.2K - $19.8K
115 $19K
SWX
Southwest Gas Holdings, Inc.

Utilities
260
New
$66.91 - $76.44 $17.4K - $19.9K
260 $19K
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
2.9K
New
$5.25 - $6.28 $15.2K - $18.2K
2.9K $18K
BSM
Black Stone Minerals, L.P.

Energy
1.3K
New
$12.78 - $15.36 $16.6K - $20K
1.3K $17K
YOU
Clear Secure, Inc.

Technology
629
New
$23.96 - $27.76 $15.1K - $17.5K
629 $17K
AVK
Advent Convertible & Income Fund

Financial Services
1.4K
New
$10.01 - $12.11 $14K - $17K
1.4K $16K
JD
Jd.Com, Inc.

Consumer Cyclical
509
New
$31.44 - $41.32 $16K - $21K
509 $16K
OGS
One Gas, Inc.

Utilities
212
New
$71.59 - $81.38 $15.2K - $17.3K
212 $15K
CPNG
Coupang, Inc.

Consumer Cyclical
500
New
$19.76 - $30.81 $9.88K - $15.4K
500 $14K
NET
Cloudflare, Inc.

Technology
67
New
$97.08 - $195.83 $6.5K - $13.1K
67 $13K
BKE
Buckle Inc

Consumer Cyclical
300
New
$33.77 - $45.57 $10.1K - $13.7K
300 $13K
EXPE
Expedia Group, Inc.

Consumer Cyclical
77
New
$136.63 - $176.62 $10.5K - $13.6K
77 $12K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
794
New
$12.23 - $15.46 $9.71K - $12.3K
794 $11K
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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