Sound Income Strategies, LLC Reduced Holdings in Q3 2025

Sound Income Strategies, LLC

  • $1.76 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
APLE
Apple Hospitality Reit, Inc.

Real Estate
-1.16M
- 97.67%
$11.53 - $13.17 $13.4M - $15.3M
27.8K $333K
AHH
Armada Hoffler Properties, Inc.

Real Estate
-1.16M
- 98.06%
$6.69 - $7.56 $7.77M - $8.78M
23K $161K
XRX
Xerox Holdings Corp

Technology
-1.14M
- 97.59%
$3.62 - $6.65 $4.13M - $7.58M
28.2K $105K
CSCO
Cisco Systems, Inc.

Technology
-60.1K
- 15.23%
$66.2 - $71.79 $3.98M - $4.32M
335K $22.9M
DOW
Dow Inc.

Basic Materials
-86.3K
- 22.13%
$20.87 - $30.37 $1.8M - $2.62M
304K $6.96M
IBM
International Business Machines Corp

Technology
-7.39K
- 10.55%
$234.77 - $292.47 $1.73M - $2.16M
62.6K $17.7M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
-3.89K
- 0.16%
$22.65 - $25.1 $88.1K - $97.6K
2.4M $54.9M
WHF
White Horse Finance, Inc.

Financial Services
-84.1K
- 8.93%
$6.92 - $9.13 $582K - $768K
858K $5.94M
WEN
Wendy'S CO

Consumer Cyclical
-27.6K
- 3.39%
$9.09 - $11.88 $251K - $328K
787K $7.21M
OKE
Oneok Inc

Energy
-4.52K
- 2.66%
$71.36 - $83.47 $322K - $377K
165K $12M
CRBG
Corebridge Financial, Inc.

Financial Services
-10.2K
- 2.87%
$31.36 - $35.94 $319K - $366K
345K $11.1M
T
At&T Inc.

Communication Services
-31.4K
- 3.52%
$26.94 - $29.62 $845K - $929K
860K $24.3M
HTGC
Hercules Capital, Inc.

Financial Services
-177K
- 6.06%
$18.34 - $19.53 $3.25M - $3.47M
2.75M $52.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.91K
- 33.99%
$459.11 - $506.91 $1.33M - $1.47M
5.64K $2.84M
NFLX
Netflix Inc

Communication Services
-213
- 3.52%
$1147.87 - $1297.18 $244K - $276K
5.84K $7.01M
NSA
National Storage Affiliates Trust

Real Estate
-20.4K
- 8.8%
$29.44 - $33.3 $601K - $680K
212K $6.39M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1.46K
- 98.78%
$567.09 - $607.37 $826K - $884K
18 $10K
BEN
Franklin Resources Inc

Financial Services
-15.9K
- 2.72%
$23.13 - $26.03 $367K - $413K
567K $13.1M
NEE
Nextera Energy Inc

Utilities
-13.3K
- 37.01%
$69.77 - $77.54 $927K - $1.03M
22.6K $1.71M
MTB
M&T Bank Corp

Financial Services
-5.88K
- 5.57%
$183.74 - $204.05 $1.08M - $1.2M
99.7K $19.7M
SO
Southern CO

Utilities
-7.85K
- 70.56%
$90.83 - $96.0 $713K - $753K
3.27K $310K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-19.2K
- 1.88%
$42.75 - $43.37 $819K - $831K
1M $43.3M
SON
Sonoco Products CO

Consumer Cyclical
-10.9K
- 3.07%
$42.77 - $48.68 $466K - $530K
344K $14.8M
DUK
Duke Energy Corp

Utilities
-5.15K
- 74.14%
$116.31 - $125.93 $599K - $648K
1.8K $222K
PG
Procter & Gamble CO

Consumer Defensive
-3.31K
- 40.2%
$150.47 - $161.22 $497K - $533K
4.92K $755K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.59K
- 16.35%
$567.77 - $614.76 $900K - $975K
8.12K $4.97M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-4.72K
- 16.91%
$91.44 - $91.77 $432K - $433K
23.2K $2.13M
PWR
Quanta Services, Inc.

Industrials
-1.03K
- 89.11%
$372.29 - $421.68 $384K - $435K
126 $52K
GD
General Dynamics Corp

Industrials
-1.24K
- 91.46%
$293.92 - $341.0 $365K - $424K
116 $39K
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
-41.2K
- 1.98%
$19.7 - $20.2 $811K - $832K
2.03M $40.8M
XOM
Exxon Mobil Corp

Energy
-3.94K
- 18.76%
$105.83 - $117.22 $417K - $462K
17.1K $1.92M
WMT
Walmart Inc.

Consumer Defensive
-4.62K
- 15.93%
$94.4 - $104.27 $436K - $482K
24.4K $2.51M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
-16.4K
- 6.35%
$19.5 - $19.83 $320K - $325K
242K $4.76M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.76K
- 25.1%
$97.75 - $100.75 $270K - $278K
8.23K $825K
HDV
Ishares Core High Dividend ETF

ETFs
-2.19K
- 92.47%
$118.16 - $123.66 $258K - $270K
178 $21K
QCOM
Qualcomm Inc

Technology
-1.57K
- 54.12%
$145.84 - $173.55 $229K - $272K
1.33K $221K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-2.69K
- 47.87%
$98.99 - $112.2 $266K - $302K
2.93K $324K
VNQ
Vanguard Specialized Funds Van

ETFs
-3.11K
- 12.05%
$88.47 - $93.24 $275K - $290K
22.7K $2.08M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-6.21K
- 11.38%
$40.94 - $42.85 $254K - $266K
48.4K $2.04M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-19.8K
- 7.19%
$18.82 - $19.8 $372K - $391K
255K $4.95M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-18.5K
- 6.3%
$17.81 - $18.39 $329K - $340K
275K $5.01M
CL
Colgate Palmolive CO

Consumer Defensive
-2.12K
- 66.16%
$79.36 - $93.33 $168K - $197K
1.08K $86K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-5.42K
- 95.64%
$37.14 - $37.85 $201K - $205K
247 $9K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-22K
- 7.26%
$17.13 - $17.98 $377K - $396K
281K $4.99M
SPFF
Global X Superincome Preferred

ETFs
-38.4K
- 6.42%
$8.98 - $9.52 $345K - $365K
559K $5.17M
IBND
Spdr Bloomberg International C

ETFs
-5.69K
- 96.03%
$31.45 - $32.68 $179K - $186K
235 $7K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.91K
- 37.97%
$92.18 - $95.14 $176K - $182K
3.12K $297K
UNH
Unitedhealth Group Inc

Healthcare
-672
- 33.25%
$237.77 - $353.61 $160K - $238K
1.35K $465K
KHC
Kraft Heinz CO

Consumer Defensive
-9.12K
- 2.72%
$25.63 - $28.94 $234K - $264K
327K $8.5M
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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