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
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
500
New
$28.42 - $30.45 $14.2K - $15.2K
500 $14K
AROC
Archrock, Inc.

Energy
568
New
$22.0 - $26.51 $12.5K - $15.1K
568 $14K
AVSU
American Centy ETF Tr Avantis

ETFs
164
New
$68.72 - $74.09 $11.3K - $12.2K
164 $12K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
106
New
$107.5 - $115.86 $11.4K - $12.3K
106 $12K
AINV
Apollo Investment Corp

Financial Services
1.12K
New
N/A
1.12K $12K
NTST
Netstreit Corp.

Real Estate
638
New
$16.82 - $18.96 $10.7K - $12.1K
638 $11K
CBOE
Cboe Global Markets, Inc.

Financial Services
45
New
$231.35 - $253.24 $10.4K - $11.4K
45 $11K
AVUV
American Centy ETF Tr Avantis

ETFs
113
New
$90.37 - $102.12 $10.2K - $11.5K
113 $11K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
436
New
$24.11 - $24.94 $10.5K - $10.9K
436 $10K
HYD
Vaneck High Yield Muni ETF

ETFs
213
New
$48.85 - $50.94 $10.4K - $10.9K
213 $10K
RTAI
Collaborative Invt Ser Tr Rare

ETFs
506
New
$20.07 - $21.44 $10.2K - $10.8K
506 $10K
OPRA
Opera LTD

Communication Services
500
New
$15.4 - $20.64 $7.7K - $10.3K
500 $10K
OVM
Listed Fds Tr Overlay Shares M

ETFs
502
New
$20.78 - $21.65 $10.4K - $10.9K
502 $10K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
228
New
$45.92 - $47.76 $10.5K - $10.9K
228 $10K
WU
Western Union CO

Financial Services
1.25K
New
$7.88 - $8.84 $9.85K - $11.1K
1.25K $9K
CTO
Cto Realty Growth, Inc.

Real Estate
610
New
$15.89 - $17.75 $9.69K - $10.8K
610 $9K
MLPX
Global X Mlp & Energy Infrastr

ETFs
155
New
$59.5 - $62.99 $9.22K - $9.76K
155 $9K
ENTG
Entegris Inc

Technology
100
New
$72.03 - $95.97 $7.2K - $9.6K
100 $9K
RKT
Rocket Companies, Inc.

Financial Services
434
New
$13.31 - $21.16 $5.78K - $9.18K
434 $8K
PHYL
Pgim ETF Tr

ETFs
200
New
$35.14 - $35.8 $7.03K - $7.16K
200 $7K
CTRA
Coterra Energy Inc.

Energy
274
New
$23.09 - $25.45 $6.33K - $6.97K
274 $6K
PFFR
Etfis Ser Tr I Infracap Reit P

ETFs
373
New
$17.97 - $19.23 $6.7K - $7.17K
373 $6K
BBY
Best Buy CO Inc

Consumer Cyclical
90
New
$64.12 - $78.46 $5.77K - $7.06K
90 $6K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
436
New
$14.01 - $14.68 $6.11K - $6.4K
436 $6K
MAN
Manpower Group Inc.

Industrials
164
New
$37.33 - $45.7 $6.12K - $7.49K
164 $6K
VKTX
Viking Therapeutics, Inc.

Healthcare
264
New
$23.09 - $42.09 $6.1K - $11.1K
264 $6K
RE
Everest Re Group LTD

Financial Services
18
New
N/A
18 $6K
RCEL
Avita Medical, Inc.

Healthcare
1K
New
$4.17 - $6.76 $4.17K - $6.76K
1K $5K
SGHC
Super Group (Sghc) LTD

Consumer Cyclical
425
New
$10.38 - $13.59 $4.41K - $5.78K
425 $5K
CIO
City Office Reit, Inc.

Real Estate
808
New
$5.4 - $6.98 $4.36K - $5.64K
808 $5K
SOFI
So Fi Technologies, Inc.

Financial Services
200
New
$17.64 - $29.81 $3.53K - $5.96K
200 $5K
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
266
New
$20.0 - $20.97 $5.32K - $5.58K
266 $5K
RGTI
Rigetti Computing, Inc.

Technology
200
New
$11.33 - $32.1 $2.27K - $6.42K
200 $5K
FRSH
Freshworks Inc.

Technology
500
New
$11.77 - $15.36 $5.89K - $7.68K
500 $5K
AXON
Axon Enterprise, Inc.

Industrials
8
New
$698.02 - $870.97 $5.58K - $6.97K
8 $5K
FSEC
Fidel Merrimack Str Tr

ETFs
116
New
$43.0 - $44.55 $4.99K - $5.17K
116 $5K
MLPA
Global X Mlp ETF

ETFs
84
New
$48.25 - $51.56 $4.05K - $4.33K
84 $4K
ROUS
Hartford Multifactor Us Equity

ETFs
83
New
$53.3 - $57.49 $4.42K - $4.77K
83 $4K
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
700
New
$5.71 - $6.25 $4K - $4.38K
700 $4K
IAUX
I 80 Gold Corp.
5.03K
New
$0.56 - $0.98 $2.82K - $4.93K
5.03K $4K
JHMD
John Hancock ETF Tr Multifacto

ETFs
106
New
$37.65 - $40.3 $3.99K - $4.27K
106 $4K
ORI
Old Republic International Corp

Financial Services
99
New
$35.74 - $42.47 $3.54K - $4.2K
99 $4K
URA
Global X Uranium ETF

ETFs
75
New
$36.45 - $50.4 $2.73K - $3.78K
75 $3K
SLG
Sl Green Realty Corp

Real Estate
66
New
$52.04 - $65.67 $3.43K - $4.33K
66 $3K
UAMY
United States Antimony Corp

Basic Materials
500
New
$1.97 - $7.3 $985 - $3.65K
500 $3K
PGJ
Invesco Exchange Traded Fd Tr

ETFs
95
New
$28.5 - $34.53 $2.71K - $3.28K
95 $3K
JHMB
John Hancock Exchange Traded

ETFs
137
New
$21.57 - $22.37 $2.96K - $3.06K
137 $3K
OWL
Blue Owl Capital Inc.

Financial Services
200
New
$16.93 - $20.8 $3.39K - $4.16K
200 $3K
OGE
Oge Energy Corp.

Utilities
85
New
$43.46 - $46.27 $3.69K - $3.93K
85 $3K
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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