Sound Income Strategies, LLC Reduced Holdings in Q1 2025

Sound Income Strategies, LLC

  • $1.56 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EIX
Edison International

Utilities
-164K
- 83.63%
$50.06 - $80.01 $8.2M - $13.1M
32.1K $1.89M
T
At&T Inc.

Communication Services
-434K
- 34.01%
$21.56 - $28.28 $9.37M - $12.3M
843K $23.8M
OHI
Omega Healthcare Investors Inc

Real Estate
-132K
- 94.37%
$35.7 - $38.33 $4.72M - $5.07M
7.89K $300K
IBM
International Business Machines Corp

Technology
-32.1K
- 27.5%
$217.4 - $264.74 $6.97M - $8.49M
84.6K $21M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-494K
- 97.37%
$9.19 - $12.93 $4.54M - $6.39M
13.3K $149K
PK
Park Hotels & Resorts Inc.

Real Estate
-256K
- 92.59%
$10.68 - $14.19 $2.73M - $3.63M
20.5K $218K
IBND
Spdr Bloomberg International C

ETFs
-89.9K
- 99.99%
$27.72 - $29.79 $2.49M - $2.68M
9 $0
IVE
Ishares S&P 500 Value ETF

ETFs
-10.1K
- 63.44%
$185.78 - $198.58 $1.88M - $2.01M
5.84K $1.11M
HRB
H&R Block Inc

Consumer Cyclical
-41K
- 22.26%
$49.96 - $55.97 $2.05M - $2.3M
143K $7.87M
MAIN
Main Street Capital Corp

Financial Services
-8.03K
- 2.34%
$54.71 - $63.1 $439K - $507K
335K $18.9M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-1.88K
- 88.72%
$333.37 - $384.99 $627K - $724K
239 $79K
PH
Parker Hannifin Corp

Industrials
-701
- 35.57%
$591.65 - $707.05 $415K - $496K
1.27K $771K
SO
Southern CO

Utilities
-4.24K
- 56.77%
$80.96 - $92.96 $344K - $395K
3.23K $297K
ROL
Rollins Inc

Consumer Cyclical
-6.41K
- 96.41%
$45.65 - $54.03 $293K - $346K
239 $12K
FTNT
Fortinet, Inc.

Technology
-2.75K
- 91.97%
$92.49 - $114.57 $254K - $315K
240 $23K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-557
- 58.14%
$360.07 - $417.26 $201K - $232K
401 $144K
TXN
Texas Instruments Inc

Technology
-1.16K
- 63.65%
N/A
663 $129K
NVS
Novartis Ag

Healthcare
-2.13K
- 97.18%
$97.14 - $115.57 $207K - $247K
62 $6K
IGBH
Ishares Interest Rate Hedged L

ETFs
-5.39K
- 2.16%
$24.01 - $24.7 $129K - $133K
244K $5.87M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-2.89K
- 77.73%
$80.53 - $147.57 $233K - $427K
829 $109K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
-1.4K
- 2.0%
$85.06 - $87.69 $119K - $123K
68.6K $5.84M
HYHG
Proshares High Yield Interest

ETFs
-2.13K
- 2.28%
$64.04 - $66.96 $136K - $143K
91.3K $5.92M
NFLX
Netflix Inc

Communication Services
-516
- 7.41%
$828.4 - $1058.6 $427K - $546K
6.44K $6.01M
SJNK
Spdr Bloomberg Short Term High

ETFs
-6.61K
- 2.71%
$25.08 - $25.64 $166K - $169K
237K $5.96M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-7.74K
- 86.65%
$23.43 - $25.55 $181K - $198K
1.19K $30K
MPWR
Monolithic Power Systems Inc

Technology
-297
- 97.06%
$565.7 - $720.25 $168K - $214K
9 $5K
BA
Boeing CO

Industrials
-869
- 29.9%
$148.15 - $186.25 $129K - $162K
2.04K $347K
WMT
Walmart Inc.

Consumer Defensive
-1.14K
- 4.82%
$84.5 - $105.05 $96.4K - $120K
22.6K $1.98M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.51K
- 89.46%
$97.38 - $104.52 $147K - $158K
178 $17K
IWC
Russell Micro Cap ETF

ETFs
-91
- 1.26%
$110.91 - $133.46 $10.1K - $12.1K
7.12K $789K
CAT
Caterpillar Inc

Industrials
-256
- 13.73%
$326.75 - $407.63 $83.6K - $104K
1.61K $530K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-3.54K
- 12.45%
$44.72 - $46.25 $158K - $164K
24.9K $1.15M
LDOS
Leidos Holdings, Inc.

Technology
-826
- 29.42%
$126.82 - $161.11 $105K - $133K
1.98K $267K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-1.15K
- 1.27%
$94.86 - $97.12 $109K - $112K
90K $8.57M
CSX
Csx Corp

Industrials
-2.91K
- 27.26%
$29.11 - $33.67 $84.7K - $97.9K
7.76K $228K
ORCL
Oracle Corp

Technology
-238
- 7.88%
$139.81 - $186.47 $33.3K - $44.4K
2.78K $388K
KO
Coca Cola CO

Consumer Defensive
-2.84K
- 28.37%
$60.81 - $72.32 $172K - $205K
7.16K $512K
BAC
Bank Of America Corp

Financial Services
-1.28K
- 5.51%
$39.61 - $47.74 $50.5K - $60.9K
21.9K $913K
AEE
Ameren Corp

Utilities
-1.54K
- 31.32%
$86.87 - $103.67 $134K - $160K
3.38K $339K
IYW
Ishares Dj Us Tech ETF

ETFs
-279
- 9.2%
$140.44 - $166.79 $39.2K - $46.5K
2.75K $386K
LMT
Lockheed Martin Corp

Industrials
-69
- 4.12%
$423.19 - $506.29 $29.2K - $34.9K
1.61K $716K
IWY
Ishares Tr Russell 200 Growth

ETFs
-314
- 29.85%
$210.19 - $243.33 $66K - $76.4K
738 $155K
PECO
Phillips Edison & Company, Inc.

Real Estate
-2.19K
- 18.84%
$34.43 - $37.49 $75.5K - $82.2K
9.44K $344K
PDCO
Patterson Companies, Inc.

Healthcare
-2.98K
- 13.37%
$30.8 - $31.25 $91.8K - $93.2K
19.3K $603K
ADP
Automatic Data Processing Inc

Industrials
-273
- 33.25%
$286.85 - $318.64 $78.3K - $87K
548 $167K
CVX
Chevron Corp

Energy
-1.32K
- 19.34%
$146.71 - $167.97 $193K - $221K
5.49K $918K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-833
- 31.28%
$85.29 - $92.57 $71K - $77.1K
1.83K $166K
TGNA
Tegna Inc

Communication Services
-3.13K
- 99.94%
$16.63 - $18.95 $52.1K - $59.3K
2 $0
TNL
Travel & Leisure Co.

Consumer Cyclical
-1.05K
- 99.9%
$46.29 - $57.86 $48.6K - $60.8K
1 $0
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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