Sound Income Strategies, LLC Reduced Holdings in Q4 2024

Sound Income Strategies, LLC

  • $1.47 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DSL
Double Line Income Solutions Fund

Financial Services
-859
- 99.88%
$12.32 - $13.0 $10.6K - $11.2K
1 $0
IWY
Ishares Tr Russell 200 Growth

ETFs
-125
- 10.62%
$216.72 - $244.71 $27.1K - $30.6K
1.05K $247K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-48
- 62.34%
$209.89 - $233.24 $10.1K - $11.2K
29 $6K
COP
Conocophillips

Energy
-58
- 7.61%
$95.12 - $114.72 $5.52K - $6.65K
704 $69K
CFO
Victory Portfolios Ii Shs Us 5

ETFs
-145
- 55.77%
$68.71 - $73.91 $9.96K - $10.7K
115 $7K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-294
- 56.87%
$35.71 - $37.1 $10.5K - $10.9K
223 $8K
NSC
Norfolk Southern Corp

Industrials
-10
- 2.34%
$230.6 - $277.0 $2.31K - $2.77K
417 $97K
NTES
Net Ease, Inc.

Communication Services
-93
- 86.11%
$76.28 - $104.26 $7.09K - $9.7K
15 $1K
UBS
Ubs Group Ag

Financial Services
-294
- 35.34%
$29.78 - $33.08 $8.76K - $9.73K
538 $16K
ZTS
Zoetis Inc.

Healthcare
-25
- 17.73%
$162.24 - $194.42 $4.06K - $4.86K
116 $18K
ILF
Ishares Latin America 40 ETF

ETFs
-209
- 29.27%
$20.91 - $26.09 $4.37K - $5.45K
505 $10K
XLU
Utilities Sector Spdr

ETFs
-89
- 36.93%
$74.89 - $82.93 $6.67K - $7.38K
152 $11K
DHR
Danaher Corp

Healthcare
-5
- 3.4%
$226.16 - $274.52 $1.13K - $1.37K
142 $32K
MGM
Mgm Resorts International

Consumer Cyclical
-200
- 84.03%
$33.44 - $41.99 $6.69K - $8.4K
38 $1K
GNR
Spdr S&P Global Natural Resour

ETFs
-132
- 87.42%
$48.67 - $58.43 $6.42K - $7.71K
19 $0
MOS
Mosaic CO

Basic Materials
-282
- 88.96%
$23.87 - $28.34 $6.73K - $7.99K
35 $0
HYLB
Xtrackers Usd High Yield Corp

ETFs
-164
- 5.42%
$35.95 - $36.76 $5.9K - $6.03K
2.86K $103K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
-219
- 82.02%
$33.67 - $37.35 $7.37K - $8.18K
48 $1K
WTRG
Essential Utilities, Inc.

Utilities
-54
- 1.97%
$36.18 - $40.55 $1.95K - $2.19K
2.68K $97K
EEMV
Ishares Msci Emerging Markets

ETFs
-86
- 14.12%
$57.85 - $63.11 $4.98K - $5.43K
523 $30K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-84
- 13.88%
$81.68 - $82.93 $6.86K - $6.97K
521 $42K
BSX
Boston Scientific Corp

Healthcare
-87
- 73.11%
$83.62 - $91.5 $7.27K - $7.96K
32 $2K
LHX
L3 Harris Technologies, Inc.

Industrials
-13
- 8.67%
$208.94 - $264.22 $2.72K - $3.43K
137 $28K
VEU
Vanguard Ftse All World Ex Us

ETFs
-92
- 29.21%
$57.29 - $63.1 $5.27K - $5.81K
223 $12K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-230
- 96.23%
$27.8 - $29.05 $6.39K - $6.68K
9 $0
RSP
Invesco S&P 500 Equal Weight E

ETFs
-9
- 0.72%
$174.22 - $187.62 $1.57K - $1.69K
1.24K $217K
IWS
Ishares Russell Midcap Value E

ETFs
-33
- 4.6%
$128.08 - $140.32 $4.23K - $4.63K
685 $88K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-69
- 36.9%
$70.1 - $76.53 $4.84K - $5.28K
118 $8K
MO
Altria Group, Inc.

Consumer Defensive
-211
- 5.13%
$49.06 - $57.74 $10.4K - $12.2K
3.9K $204K
LADR
Ladder Capital Corp

Real Estate
-438
- 46.65%
$10.95 - $11.99 $4.8K - $5.25K
501 $5K
LAMR
Lamar Advertising CO

Real Estate
-14
- 4.27%
$121.37 - $138.11 $1.7K - $1.93K
314 $38K
LEVI
Levi Strauss & CO

Consumer Cyclical
-116
- 20.79%
$15.8 - $21.68 $1.83K - $2.51K
442 $7K
ASML
Asml Holding Nv

Technology
-2
- 7.41%
$658.43 - $872.27 $1.32K - $1.74K
25 $17K
AJG
Arthur J. Gallagher & Co.

Financial Services
-17
- 85.0%
$278.49 - $315.16 $4.73K - $5.36K
3 $0
UGA
United States Gasoline Fund, LP

ETFs
-110
- 36.07%
$59.23 - $65.31 $6.52K - $7.18K
195 $12K
EFZ
Proshares Short Msci Eafe

ETFs
-713
- 16.05%
$15.4 - $16.95 $11K - $12.1K
3.73K $62K
STZ
Constellation Brands, Inc.

Consumer Defensive
-17
- 85.0%
$219.66 - $257.62 $3.73K - $4.38K
3 $0
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-140
- 77.78%
$34.13 - $37.35 $4.78K - $5.23K
40 $1K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-109
- 35.62%
$43.02 - $47.32 $4.69K - $5.16K
197 $8K
ARMK
Aramark

Industrials
-55
- 2.23%
$37.25 - $42.22 $2.05K - $2.32K
2.41K $90K
SNAP
Snap Inc

Communication Services
-455
- 60.26%
$9.98 - $12.86 $4.54K - $5.85K
300 $3K
VALE
Vale S.A.

Basic Materials
-176
- 25.18%
$8.74 - $11.78 $1.54K - $2.07K
523 $4K
EWC
Ishares Msci Canada ETF

ETFs
-113
- 59.79%
$39.64 - $43.28 $4.48K - $4.89K
76 $3K
ADI
Analog Devices Inc

Technology
-17
- 41.46%
$206.35 - $236.48 $3.51K - $4.02K
24 $5K
PLYM
Plymouth Industrial Reit, Inc.

Real Estate
-57
- 8.95%
$17.4 - $22.32 $992 - $1.27K
580 $10K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-18
- 23.38%
$338.38 - $446.21 $6.09K - $8.03K
59 $25K
KSS
Kohls Corp

Consumer Cyclical
-204
- 72.08%
$13.86 - $20.95 $2.83K - $4.27K
79 $1K
TD
Toronto Dominion Bank

Financial Services
-18
- 6.52%
$51.56 - $63.8 $928 - $1.15K
258 $13K
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
-10
- 5.03%
$92.26 - $103.02 $923 - $1.03K
189 $17K
Activity Summary
Buys All Purchases 659 New Holdings 178 Increased Positions 481 Sells All Sells 255 Reductions 251 Sold out 4 Options Calls 0 Puts 0
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