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
PM
Philip Morris International Inc.

Consumer Defensive
-891
- 23.91%
$149.23 - $184.95 $133K - $165K
2.84K $516K
FNDA
Schwab Fundamental U S Small C

ETFs
-2.84K
- 53.06%
$23.85 - $28.69 $67.8K - $81.6K
2.52K $72K
MKC
Mccormick & CO Inc

Consumer Defensive
-859
- 97.39%
$71.11 - $82.25 $61.1K - $70.7K
23 $1K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-750
- 30.86%
$108.12 - $135.04 $81.1K - $101K
1.68K $226K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-1.76K
- 63.58%
$35.77 - $42.27 $63K - $74.4K
1.01K $42K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-6.35K
- 47.55%
$10.59 - $11.48 $67.2K - $72.8K
7K $80K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-8.15K
- 2.62%
$15.52 - $17.13 $127K - $140K
303K $5.19M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-210
- 87.87%
$299.15 - $396.54 $62.8K - $83.3K
29 $11K
FDUS
Fidus Investment Corp

Financial Services
-3.27K
- 63.27%
$17.32 - $20.65 $56.6K - $67.5K
1.9K $38K
GM
General Motors CO

Consumer Cyclical
-1.42K
- 60.89%
$42.48 - $50.46 $60.1K - $71.4K
909 $44K
MET
Metlife Inc

Financial Services
-778
- 63.51%
$68.42 - $82.49 $53.2K - $64.2K
447 $35K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.45K
- 68.61%
$22.92 - $28.05 $56.2K - $68.8K
1.12K $31K
DE
Deere & CO

Industrials
-184
- 21.8%
$412.99 - $531.48 $76K - $97.8K
660 $335K
MAT
Mattel Inc

Consumer Cyclical
-3.07K
- 99.03%
$14.55 - $20.12 $44.6K - $61.7K
30 $0
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
-2.06K
- 93.07%
$26.88 - $28.57 $55.3K - $58.7K
153 $4K
SPFF
Global X Superincome Preferred

ETFs
-6.34K
- 1.05%
$8.34 - $8.97 $52.9K - $56.9K
598K $5.36M
ICE
Intercontinental Exchange, Inc.

Financial Services
-350
- 31.11%
$151.62 - $183.47 $53.1K - $64.2K
775 $142K
RC
Ready Capital Corp

Real Estate
-1.88K
- 3.1%
$4.13 - $5.15 $7.75K - $9.67K
58.6K $256K
MATX
Matson, Inc.

Industrials
-389
- 87.61%
$93.11 - $132.21 $36.2K - $51.4K
55 $6K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-291
- 35.1%
$99.37 - $134.05 $28.9K - $39K
538 $61K
EFZ
Proshares Short Msci Eafe

ETFs
-3.11K
- 92.96%
$13.78 - $17.27 $42.9K - $53.8K
236 $3K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.43K
- 18.67%
$24.32 - $27.87 $34.7K - $39.8K
6.22K $164K
FE
Firstenergy Corp

Utilities
-1.13K
- 91.32%
$38.31 - $43.17 $43.1K - $48.6K
107 $4K
ADBE
Adobe Inc.

Technology
-117
- 37.99%
$340.0 - $420.68 $39.8K - $49.2K
191 $73K
GOOG
Alphabet Inc.

Communication Services
-1.04K
- 15.68%
$146.58 - $180.01 $153K - $188K
5.61K $995K
IYW
Ishares Dj Us Tech ETF

ETFs
-775
- 28.14%
$122.57 - $173.27 $95K - $134K
1.98K $342K
JBL
Jabil Inc

Technology
-348
- 88.32%
$116.88 - $218.1 $40.7K - $75.9K
46 $10K
HSY
Hershey CO

Consumer Defensive
-223
- 32.04%
$151.29 - $173.13 $33.7K - $38.6K
473 $78K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.78K
- 72.99%
$22.27 - $29.21 $39.5K - $51.8K
657 $19K
REZ
Ishares Tr Residential And Mul

ETFs
-361
- 12.67%
$76.14 - $86.35 $27.5K - $31.2K
2.49K $204K
ED
Consolidated Edison Inc

Utilities
-141
- 5.82%
$98.05 - $113.3 $13.8K - $16K
2.28K $228K
PEG
Public Service Enterprise Group Inc

Utilities
-463
- 65.95%
$77.13 - $84.18 $35.7K - $39K
239 $20K
LOW
Lowes Companies Inc

Consumer Cyclical
-66
- 3.35%
$210.83 - $235.28 $13.9K - $15.5K
1.91K $422K
XEL
Xcel Energy Inc

Utilities
-422
- 16.55%
$65.65 - $72.39 $27.7K - $30.5K
2.13K $144K
KO
Coca Cola CO

Consumer Defensive
-403
- 5.63%
$68.37 - $73.9 $27.6K - $29.8K
6.76K $477K
IGBH
Ishares Interest Rate Hedged L

ETFs
-2.37K
- 0.97%
$22.75 - $24.11 $54K - $57.2K
242K $5.83M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-690
- 87.23%
$44.68 - $45.96 $30.8K - $31.7K
101 $4K
PLD
Prologis, Inc.

Real Estate
-266
- 42.16%
$89.76 - $112.34 $23.9K - $29.9K
365 $38K
IWN
Ishares Russell2000 Val ETF

ETFs
-199
- 94.76%
$131.84 - $157.76 $26.2K - $31.4K
11 $1K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
-4.11K
- 7.97%
$9.73 - $11.03 $40K - $45.4K
47.5K $523K
CTAS
Cintas Corp

Industrials
-143
- 97.28%
$190.11 - $227.66 $27.2K - $32.6K
4 $0
BND
Vanguard Bd Index Fd Inc Total

ETFs
-443
- 4.63%
$72.02 - $73.82 $31.9K - $32.7K
9.12K $671K
FSK
Fs Kkr Capital Corp

Financial Services
-1.31K
- 17.54%
$17.95 - $21.5 $23.5K - $28.1K
6.15K $127K
VHT
Vanguard Health Care ETF

ETFs
-108
- 63.91%
$236.71 - $261.92 $25.6K - $28.3K
61 $15K
YUM
Yum Brands Inc

Consumer Cyclical
-66
- 3.22%
$138.36 - $161.45 $9.13K - $10.7K
1.98K $293K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-761
- 93.83%
$32.99 - $38.56 $25.1K - $29.3K
50 $1K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-548
- 25.69%
$47.46 - $55.3 $26K - $30.3K
1.59K $87K
SJNK
Spdr Bloomberg Short Term High

ETFs
-4.25K
- 1.79%
$24.12 - $25.48 $103K - $108K
233K $5.93M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
-1.64K
- 49.17%
$16.37 - $18.59 $26.8K - $30.5K
1.69K $31K
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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