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
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-455
- 13.64%
$136.48 - $142.97 $62.1K - $65.1K
2.88K $403K
DAL
Delta Air Lines, Inc.

Industrials
-1.13K
- 58.97%
$49.0 - $61.97 $55.2K - $69.8K
784 $44K
HRB
H&R Block Inc

Consumer Cyclical
-497
- 8.96%
$49.28 - $56.76 $24.5K - $28.2K
5.05K $255K
EPD
Enterprise Products Partners L.P.

Energy
-1.68K
- 10.0%
$30.74 - $32.14 $51.6K - $54K
15.1K $472K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-926
- 1.52%
$96.22 - $98.19 $89.1K - $90.9K
59.9K $5.87M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.19K
- 33.15%
$24.46 - $26.5 $53.5K - $58K
4.41K $116K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
-2K
- 76.48%
$21.15 - $22.45 $42.3K - $44.9K
615 $13K
F
Ford Motor CO

Consumer Cyclical
-4.9K
- 28.98%
$10.82 - $12.09 $53.1K - $59.3K
12K $143K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-457
- 54.02%
$85.01 - $90.35 $38.8K - $41.3K
389 $34K
ETR
Entergy Corp

Utilities
-599
- 38.7%
$80.93 - $93.55 $48.5K - $56K
949 $88K
ED
Consolidated Edison Inc

Utilities
-384
- 16.83%
$95.57 - $105.36 $36.7K - $40.5K
1.9K $190K
REZ
Ishares Tr Residential And Mul

ETFs
-535
- 21.49%
$81.06 - $85.23 $43.4K - $45.6K
1.95K $166K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-1.37K
- 81.21%
$26.44 - $27.1 $36.3K - $37.2K
318 $8K
DUOL
Duolingo, Inc.

Technology
-85
- 93.41%
$271.18 - $403.06 $23.1K - $34.3K
6 $1K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-722
- 62.13%
$50.47 - $50.74 $36.4K - $36.6K
440 $22K
AXP
American Express CO

Financial Services
-129
- 22.36%
$294.27 - $342.31 $38K - $44.2K
448 $148K
XLV
Select Sector Spdr Fund Health

ETFs
-360
- 10.23%
$129.01 - $139.72 $46.4K - $50.3K
3.16K $439K
GNL
Global Net Lease, Inc.

Real Estate
-4.92K
- 42.23%
$6.85 - $8.33 $33.7K - $41K
6.73K $54K
PK
Park Hotels & Resorts Inc.

Real Estate
-3.42K
- 68.93%
$10.17 - $12.13 $34.8K - $41.5K
1.54K $17K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.41K
- 50.68%
$25.29 - $28.33 $35.8K - $40.1K
1.38K $38K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-401
- 97.8%
$79.76 - $85.78 $32K - $34.4K
9 $0
MMM
3 M CO

Industrials
-231
- 13.14%
$144.41 - $160.2 $33.4K - $37K
1.53K $236K
AMT
American Tower Corp

Real Estate
-88
- 17.78%
$192.32 - $232.35 $16.9K - $20.4K
407 $78K
WPC
W. P. Carey Inc.

Real Estate
-755
- 19.42%
$61.29 - $68.7 $46.3K - $51.9K
3.13K $211K
XLP
Consumer Staples Sector Spdr

ETFs
-403
- 14.9%
N/A
2.3K $174K
ZTS
Zoetis Inc.

Healthcare
-167
- 38.66%
$141.13 - $159.19 $23.6K - $26.6K
265 $38K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-650
- 43.68%
$51.78 - $57.89 $33.7K - $37.6K
838 $48K
IWS
Ishares Russell Midcap Value E

ETFs
-248
- 34.59%
$132.83 - $140.61 $32.9K - $34.9K
469 $65K
CRI
Carters Inc

Consumer Cyclical
-549
- 7.46%
$23.65 - $33.93 $13K - $18.6K
6.81K $192K
XLU
Utilities Sector Spdr

ETFs
-619
- 13.38%
$81.14 - $87.32 $50.2K - $54.1K
4.01K $349K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-599
- 35.13%
$46.86 - $48.27 $28.1K - $28.9K
1.11K $53K
TGT
Target Corp

Consumer Defensive
-214
- 23.57%
$86.56 - $107.43 $18.5K - $23K
694 $62K
XLE
Energy Sector Spdr

ETFs
-407
- 20.27%
$84.25 - $91.99 $34.3K - $37.4K
1.6K $143K
LAMR
Lamar Advertising CO

Real Estate
-214
- 68.15%
$114.98 - $128.82 $24.6K - $27.6K
100 $12K
TIP
Ishares Tr Tips Bd ETF

ETFs
-243
- 54.0%
$109.11 - $111.88 $26.5K - $27.2K
207 $23K
AVB
Avalonbay Communities Inc

Real Estate
-120
- 64.17%
$182.72 - $204.51 $21.9K - $24.5K
67 $12K
UL
Unilever PLC

Consumer Defensive
-263
- 4.76%
$58.43 - $65.01 $15.4K - $17.1K
5.26K $311K
MAA
Mid America Apartment Communities Inc.

Real Estate
-171
- 88.6%
$138.38 - $153.2 $23.7K - $26.2K
22 $3K
CCL
Carnival Corp

Consumer Cyclical
-955
- 27.88%
$28.37 - $32.49 $27.1K - $31K
2.47K $71K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-185
- 21.24%
$185.88 - $207.44 $34.4K - $38.4K
686 $137K
TMDX
Trans Medics Group, Inc.

Healthcare
-148
- 41.46%
$103.61 - $132.04 $15.3K - $19.5K
209 $23K
GDV
Gabelli Dividend & Income Trust

Financial Services
-1.06K
- 27.75%
$25.8 - $27.4 $27.4K - $29.1K
2.77K $75K
VTV
Vanguard Value ETF

ETFs
-285
- 9.69%
$175.51 - $186.57 $50K - $53.2K
2.66K $495K
NMIH
Nmi Holdings, Inc.

Financial Services
-560
- 98.94%
$37.19 - $43.15 $20.8K - $24.2K
6 $0
KMI
Kinder Morgan, Inc.

Energy
-186
- 1.11%
$26.23 - $28.5 $4.88K - $5.3K
16.5K $467K
TSCO
Tractor Supply CO

Consumer Cyclical
-466
- 60.05%
$54.08 - $62.65 $25.2K - $29.2K
310 $17K
EPAM
Epam Systems, Inc.

Technology
-123
- 75.93%
N/A
39 $7K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-2.83K
- 42.07%
$7.98 - $8.29 $22.6K - $23.5K
3.9K $31K
IEFA
Ishares Tr

ETFs
-522
- 8.9%
$81.7 - $87.53 $42.6K - $45.7K
5.35K $466K
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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