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
IYC
Ishares U.S. Consumer Discreti

ETFs
-313
- 86.23%
$79.19 - $99.64 $24.8K - $31.2K
50 $4K
BKH
Black Hills Corp

Utilities
-417
- 88.91%
$55.66 - $61.75 $23.2K - $25.7K
52 $2K
VB
Vanguard Small Cap ETF

ETFs
-148
- 22.8%
$193.73 - $237.37 $28.7K - $35.1K
501 $118K
CHD
Church & Dwight CO Inc

Consumer Defensive
-115
- 12.72%
$91.57 - $110.76 $10.5K - $12.7K
789 $75K
MARA
Marathon Digital Holdings, Inc.

Financial Services
-1K
- 53.11%
N/A
883 $19K
DVN
Devon Energy Corp

Energy
-398
- 20.83%
$26.8 - $37.92 $10.7K - $15.1K
1.51K $48K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-976
- 76.13%
$22.68 - $23.28 $22.1K - $22.7K
306 $7K
BP
Bp PLC

Energy
-60
- 1.17%
$26.11 - $33.81 $1.57K - $2.03K
5.07K $151K
BAX
Baxter International Inc

Healthcare
-373
- 14.34%
$27.8 - $34.02 $10.4K - $12.7K
2.23K $67K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-670
- 28.44%
$32.0 - $39.87 $21.4K - $26.7K
1.69K $67K
FDLO
Fidelity Covington Tr Low Vola

ETFs
-323
- 95.85%
$54.44 - $62.8 $17.6K - $20.3K
14 $0
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
-1.23K
- 41.94%
$14.37 - $16.29 $17.7K - $20.1K
1.7K $27K
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
-365
- 9.03%
$17.61 - $21.46 $6.43K - $7.83K
3.68K $65K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-179
- 76.82%
$97.68 - $121.38 $17.5K - $21.7K
54 $6K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-356
- 46.41%
$47.42 - $51.67 $16.9K - $18.4K
411 $20K
MPW
Medical Properties Trust Inc

Real Estate
-1.05K
- 11.99%
$4.31 - $5.91 $4.53K - $6.21K
7.71K $33K
OHI
Omega Healthcare Investors Inc

Real Estate
-224
- 2.84%
$35.55 - $39.05 $7.96K - $8.75K
7.67K $281K
PFF
Ishares Trust Ishares Pfd And

ETFs
-629
- 5.21%
$29.0 - $30.68 $18.2K - $19.3K
11.4K $351K
SLB
Schlumberger Limited

Energy
-328
- 34.13%
$31.95 - $42.2 $10.5K - $13.8K
633 $21K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-548
- 38.73%
$32.62 - $33.58 $17.9K - $18.4K
867 $29K
VGIT
Vanguard Intermediate Term Tre

ETFs
-316
- 18.97%
$58.63 - $59.9 $18.5K - $18.9K
1.35K $80K
TJX
Tjx Companies Inc

Consumer Cyclical
-171
- 6.85%
$119.13 - $135.03 $20.4K - $23.1K
2.33K $287K
ACN
Accenture PLC

Technology
-34
- 7.64%
$279.23 - $323.21 $9.49K - $11K
411 $122K
WPC
W. P. Carey Inc.

Real Estate
-206
- 5.03%
$56.12 - $64.53 $11.6K - $13.3K
3.89K $242K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-440
- 1.77%
$45.12 - $46.23 $19.9K - $20.3K
24.5K $1.13M
GMRE
Global Medical Reit Inc.

Real Estate
-65
- 0.83%
$6.16 - $8.72 $400 - $567
7.79K $53K
VXF
Vanguard Extended Market ETF

ETFs
-109
- 36.7%
$150.43 - $192.71 $16.4K - $21K
188 $36K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
-319
- 57.07%
$42.56 - $50.32 $13.6K - $16.1K
240 $12K
DTE
Dte Energy CO

Utilities
-61
- 5.13%
$127.39 - $139.49 $7.77K - $8.51K
1.13K $149K
OXY
Occidental Petroleum Corp

Energy
-1
- 0.05%
$36.11 - $49.33 $36.1 - $49.3
1.86K $78K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-31
- 21.09%
$225.56 - $335.19 $6.99K - $10.4K
116 $27K
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
-462
- 66.67%
$26.4 - $29.61 $12.2K - $13.7K
231 $6K
HBAN
Huntington Bancshares Inc

Financial Services
-844
- 97.12%
$12.49 - $16.76 $10.5K - $14.1K
25 $0
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-636
- 11.72%
$13.96 - $16.51 $8.88K - $10.5K
4.79K $78K
ROL
Rollins Inc

Consumer Cyclical
-234
- 97.91%
$50.65 - $58.58 $11.9K - $13.7K
5 $0
UNP
Union Pacific Corp

Industrials
-36
- 5.71%
$208.27 - $238.46 $7.5K - $8.58K
594 $136K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-114
- 12.09%
$41.37 - $53.28 $4.72K - $6.07K
829 $37K
GNL
Global Net Lease, Inc.

Real Estate
-678
- 5.5%
$6.82 - $8.08 $4.62K - $5.48K
11.7K $87K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-684
- 14.09%
$18.96 - $20.43 $13K - $14K
4.17K $85K
FDS
Factset Research Systems Inc

Financial Services
-27
- 60.0%
$398.85 - $473.32 $10.8K - $12.8K
18 $8K
HP
Helmerich & Payne, Inc.

Energy
-300
- 48.47%
$15.16 - $26.78 $4.55K - $8.03K
319 $4K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-54
- 18.69%
$167.22 - $212.42 $9.03K - $11.5K
235 $46K
AI
C3.Ai, Inc.

Technology
-609
- 99.67%
$18.24 - $27.8 $11.1K - $16.9K
2 $0
JPIE
J P Morgan Exchange Traded Fd
-248
- 81.31%
$45.12 - $46.32 $11.2K - $11.5K
57 $2K
MSCI
Msci Inc.

Financial Services
-19
- 95.0%
$506.56 - $576.74 $9.62K - $11K
1 $0
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-47
- 58.75%
$224.16 - $285.86 $10.5K - $13.4K
33 $9K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-448
- 32.77%
$27.3 - $31.8 $12.2K - $14.2K
919 $29K
VTV
Vanguard Value ETF

ETFs
-165
- 5.31%
$153.67 - $176.74 $25.4K - $29.2K
2.94K $519K
DD
Du Pont De Nemours, Inc.

Basic Materials
-34
- 2.38%
$55.13 - $75.25 $1.87K - $2.56K
1.39K $95K
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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