Sound Income Strategies, LLC Reduced Holdings in Q2 2025

Sound Income Strategies, LLC

  • $1.63 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HPE
Hewlett Packard Enterprise CO

Technology
-13K
- 91.62%
$12.51 - $20.45 $162K - $265K
1.18K $24K
ETR
Entergy Corp

Utilities
-2.12K
- 57.75%
$79.01 - $86.61 $167K - $183K
1.55K $128K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-1.97K
- 1.21%
$31.07 - $32.25 $61.2K - $63.5K
161K $5.11M
NDSN
Nordson Corp

Industrials
-899
- 93.26%
$167.51 - $223.5 $151K - $201K
65 $13K
CL
Colgate Palmolive CO

Consumer Defensive
-1.79K
- 35.93%
$87.57 - $96.0 $157K - $172K
3.2K $290K
TRMB
Trimble Inc.

Technology
-2.81K
- 77.92%
$55.12 - $75.98 $155K - $213K
795 $60K
CDAY
Ceridian Hcm Holding Inc.

Technology
-2.73K
- 93.43%
N/A
192 $12K
PK
Park Hotels & Resorts Inc.

Real Estate
-15.5K
- 75.76%
$8.85 - $11.18 $137K - $174K
4.97K $50K
CMCSA
Comcast Corp

Communication Services
-4.37K
- 77.01%
$32.84 - $36.72 $143K - $160K
1.3K $46K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-3.95K
- 6.75%
$37.08 - $42.26 $147K - $167K
54.6K $2.26M
PG
Procter & Gamble CO

Consumer Defensive
-326
- 3.81%
$157.66 - $172.39 $51.4K - $56.2K
8.22K $1.31M
MRK
Merck & Co., Inc.

Healthcare
-990
- 15.79%
$73.47 - $87.12 $72.7K - $86.2K
5.28K $418K
NJR
New Jersey Resources Corp

Utilities
-2.83K
- 95.54%
$44.23 - $49.97 $125K - $141K
132 $5K
ANET
Arista Networks, Inc.

Technology
-2.17K
- 64.36%
$64.37 - $102.31 $140K - $222K
1.2K $122K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-1.26K
- 32.44%
$103.88 - $123.68 $131K - $156K
2.62K $324K
PAYX
Paychex Inc

Industrials
-881
- 91.3%
$137.01 - $159.78 $121K - $141K
84 $12K
DGX
Quest Diagnostics Inc

Healthcare
-958
- 93.19%
N/A
70 $9K
VNQ
Vanguard Specialized Funds Van

ETFs
-1.26K
- 4.64%
$79.79 - $91.42 $100K - $115K
25.8K $2.3M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-10.7K
- 3.53%
$16.93 - $17.81 $182K - $191K
293K $5.22M
IR
Ingersoll Rand Inc.

Industrials
-1.62K
- 52.95%
$66.75 - $84.94 $108K - $137K
1.44K $119K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-3.25K
- 1.17%
$18.11 - $18.97 $58.8K - $61.6K
275K $5.17M
TSCO
Tractor Supply CO

Consumer Cyclical
-2.12K
- 73.22%
$47.86 - $55.77 $102K - $118K
776 $40K
GIS
General Mills Inc

Consumer Defensive
-1.76K
- 66.07%
$50.37 - $60.97 $88.9K - $108K
906 $46K
PECO
Phillips Edison & Company, Inc.

Real Estate
-2.79K
- 29.5%
$33.53 - $37.33 $93.4K - $104K
6.66K $233K
BRO
Brown & Brown, Inc.

Financial Services
-848
- 77.02%
$104.48 - $124.43 $88.6K - $106K
253 $28K
FAST
Fastenal CO

Industrials
-534
- 23.57%
$40.65 - $83.16 $21.7K - $44.4K
1.73K $72K
ITW
Illinois Tool Works Inc

Industrials
-410
- 55.78%
$218.41 - $252.43 $89.5K - $103K
325 $80K
PSA
Public Storage

Real Estate
-325
- 41.45%
$266.31 - $309.77 $86.6K - $101K
459 $134K
HYHG
Proshares High Yield Interest

ETFs
-1.39K
- 1.52%
$61.25 - $64.99 $85K - $90.2K
89.9K $5.83M
FSMD
Fidelity Covington Tr Small Mi

ETFs
-2.61K
- 50.0%
$34.67 - $41.47 $90.3K - $108K
2.61K $108K
SJM
J M Smucker CO

Consumer Defensive
-802
- 95.36%
$94.41 - $118.52 $75.7K - $95.1K
39 $3K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
-5.54K
- 12.37%
$19.41 - $22.77 $108K - $126K
39.3K $894K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-4.75K
- 1.02%
$10.78 - $11.28 $51.2K - $53.6K
462K $5.14M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-3.51K
- 67.48%
$26.18 - $26.93 $91.9K - $94.6K
1.69K $45K
IFRA
Ishares Tr

ETFs
-2.12K
- 81.88%
$40.97 - $49.19 $87K - $104K
470 $23K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-984
- 53.77%
$83.97 - $92.85 $82.6K - $91.4K
846 $74K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-1.45K
- 78.84%
N/A
389 $24K
ET
Energy Transfer LP

Energy
-4.55K
- 28.14%
$15.65 - $18.93 $71.1K - $86.1K
11.6K $210K
FNDF
Schwab Fundamental Intl Large

ETFs
-2.46K
- 62.58%
$32.25 - $40.02 $79.3K - $98.4K
1.47K $58K
UL
Unilever PLC

Consumer Defensive
-1.55K
- 21.86%
$57.9 - $65.43 $89.5K - $101K
5.53K $337K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-4.47K
- 40.4%
$19.6 - $24.44 $87.6K - $109K
6.6K $161K
SLV
I Shares Silver Trust

ETFs
-2.65K
- 65.53%
$27.08 - $33.74 $71.8K - $89.4K
1.39K $45K
FNDX
Schwab Fundamental U S Large C

ETFs
-3.56K
- 49.15%
$20.84 - $24.54 $74.2K - $87.4K
3.68K $90K
PDI
Pimco Dynamic Income Fund

Financial Services
-3.82K
- 48.3%
$17.02 - $19.87 $64.9K - $75.8K
4.08K $77K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-1.64K
- 89.07%
$42.02 - $50.36 $68.8K - $82.5K
201 $10K
AMT
American Tower Corp

Real Estate
-363
- 42.31%
$203.96 - $228.19 $74K - $82.8K
495 $109K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-3.65K
- 82.83%
$18.94 - $21.67 $69.1K - $79.1K
757 $16K
MBB
Ishares Tr

ETFs
-819
- 36.99%
$91.41 - $94.22 $74.9K - $77.2K
1.4K $130K
CHKP
Check Point Software Technologies LTD

Technology
-336
- 98.53%
$204.26 - $233.47 $68.6K - $78.4K
5 $1K
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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