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
A
Agilent Technologies, Inc.

Healthcare
5
New
$99.29 - $120.52 $496 - $603
5 $0
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
1
New
$30.96 - $40.6 $31 - $40.6
1 $0
AME
Ametek Inc

Industrials
5
New
$151.41 - $182.75 $757 - $914
5 $0
AON
Aon PLC

Financial Services
2
New
$335.85 - $398.81 $672 - $798
2 $0
APA
Apa Corp

Energy
30
New
$14.03 - $21.24 $421 - $637
30 $0
ACGL
Arch Capital Group Ltd.

Financial Services
5
New
$84.99 - $96.82 $425 - $484
5 $0
ASM
Avino Silver & Gold Mines LTD

Basic Materials
150
New
$1.46 - $3.71 $219 - $557
150 $0
BR
Broadridge Financial Solutions, Inc.

Technology
2
New
$217.22 - $246.25 $434 - $493
2 $0
BFB
Brown Forman Corp Cl B
20
New
N/A
20 $0
BSCV
Invesco ETF Self Indexed Fd Tr
1
New
$15.97 - $16.53 $16 - $16.5
1 $0
GVAL
Cambria Global Value ETF
59
New
N/A
59 $0
SYLD
Cambria Shareholder Yld ETF

ETFs
1
New
$55.35 - $65.57 $55.4 - $65.6
1 $0
CSGP
Costar Group, Inc.

Real Estate
5
New
$72.62 - $83.22 $363 - $416
5 $0
DIN
Dine Brands Global, Inc.

Consumer Cyclical
1
New
$18.77 - $27.82 $18.8 - $27.8
1 $0
XSVM
Invesco S&P Smallcap Value Wit

ETFs
0
New
$44.22 - $52.08 $0 - $0
0 $0
Ishares A I Innoblackrock ETF Trust
6.58K
New
N/A
6.58K $0
IEO
Ishares Tr

ETFs
1
New
$74.87 - $95.92 $74.9 - $95.9
1 $0
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
8
New
$54.28 - $67.95 $434 - $544
8 $0
J P Morgan Exchange Traded F
27
New
N/A
27 $0
JNPR
Juniper Networks Inc

Technology
5
New
$33.93 - $39.93 $170 - $200
5 $0
KEYS
Keysight Technologies, Inc.

Technology
5
New
$127.02 - $165.4 $635 - $827
5 $0
KEMX
Kraneshares Tr

ETFs
0
New
$25.06 - $32.25 $0 - $0
0 $0
FIGB
Fidelity Merrimack Str Tr
2.12K
New
N/A
2.12K $0
USA
Liberty All Star Equity Fund

Financial Services
0
New
$5.9 - $6.81 $0 - $0
0 $0
LCTX
Lineage Cell Therapeutics, Inc.

Healthcare
4
New
$0.39 - $1.13 $1.56 - $4.52
4 $0
MLM
Martin Marietta Materials Inc

Basic Materials
1
New
$452.51 - $568.19 $453 - $568
1 $0
MTCH
Match Group, Inc.

Communication Services
0
New
$27.03 - $31.93 $0 - $0
0 $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
1.03K
New
N/A
1.03K $0
IUS
Invesco Ex Traded Self Indx Fd

ETFs
1
New
$43.78 - $51.5 $43.8 - $51.5
1 $0
BSCU
Invesco Exc Self Ind Tr

ETFs
1
New
$16.31 - $16.78 $16.3 - $16.8
1 $0
DLTR
Dollar Tree, Inc.

Consumer Defensive
5
New
$67.22 - $100.51 $336 - $503
5 $0
QTUM
ETF Ser Solutions Defiance Qua
0
New
N/A
0 $0
Fidelity Covington Trust
16
New
N/A
16 $0
FXN
First Tr Exchange Traded Fd Fi

ETFs
0
New
$12.88 - $16.75 $0 - $0
0 $0
NXTG
First Tr Exchange Traded Fd Ii

ETFs
0
New
$74.67 - $97.29 $0 - $0
0 $0
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
0
New
$25.92 - $33.03 $0 - $0
0 $0
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
0
New
$48.5 - $49.35 $0 - $0
0 $0
FTA
First Tr Large Cap Value

ETFs
0
New
$67.12 - $78.63 $0 - $0
0 $0
Future Us Themesblackrock ETF Trust
12.8K
New
N/A
12.8K $0
GME
Game Stop Corp.

Consumer Cyclical
1
New
$21.1 - $35.01 $21.1 - $35
1 $0
GSL
Global Ship Lease, Inc.

Industrials
0
New
$18.25 - $26.77 $0 - $0
0 $0
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
48
New
$12.21 - $13.9 $586 - $667
48 $0
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
4
New
$110.55 - $126.65 $442 - $507
4 $0
MTG
Mgic Investment Corp

Financial Services
1
New
$22.43 - $28.1 $22.4 - $28.1
1 $0
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
Track This Portfolio

Track Sound Income Strategies, LLC Portfolio

Follow Sound Income Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound Income Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound Income Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email