Sound Income Strategies, LLC Reduced Holdings in Q1 2025

Sound Income Strategies, LLC

  • $1.56 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CI
Cigna Corp

Healthcare
-11
- 24.44%
$274.49 - $329.0 $3.02K - $3.62K
34 $11K
UPST
Upstart Holdings, Inc.

Financial Services
-20
- 66.67%
$46.03 - $88.77 $921 - $1.78K
10 $0
IG
Principal Fds Principal Invt G

ETFs
-89
- 3.79%
$20.07 - $20.84 $1.79K - $1.85K
2.26K $46K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-1
- 1.11%
$175.5 - $209.86 $176 - $210
89 $16K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-213
- 2.76%
$9.47 - $11.46 $2.02K - $2.44K
7.51K $80K
IP
International Paper CO

Consumer Cyclical
-1
- 0.24%
$49.38 - $60.09 $49.4 - $60.1
409 $21K
DXC
Dxc Technology CO

Technology
-52
- 73.24%
$16.43 - $22.61 $854 - $1.18K
19 $0
EOG
Eog Resources Inc

Energy
-14
- 8.81%
$120.54 - $138.05 $1.69K - $1.93K
145 $18K
STAG
Stag Industrial, Inc.

Real Estate
-100
- 6.76%
$32.39 - $37.07 $3.24K - $3.71K
1.38K $49K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-8
- 3.59%
$35.21 - $37.69 $282 - $302
215 $7K
VGIT
Vanguard Intermediate Term Tre

ETFs
-48
- 2.8%
$57.44 - $59.4 $2.76K - $2.85K
1.67K $98K
DRI
Darden Restaurants Inc

Consumer Cyclical
-10
- 13.33%
$180.02 - $208.56 $1.8K - $2.09K
65 $13K
Shsishares Bitcoin Tr
-600
- 80.86%
N/A
142 $0
JGRO
J P Morgan Exchange Traded Fd
-285
- 84.32%
N/A
53 $0
CME
Cme Group Inc.

Financial Services
-1
- 16.67%
$225.82 - $266.54 $226 - $267
5 $1K
LVS
Las Vegas Sands Corp

Consumer Cyclical
-10
- 62.5%
$38.18 - $50.93 $382 - $509
6 $0
Cum Conv Pfd Arlj Lodging Tr
-791
- 65.26%
N/A
421 $0
World Gold Tr
-73
- 8.07%
N/A
832 $0
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-23
- 1.3%
$21.73 - $23.02 $500 - $529
1.74K $39K
SHV
Ishares Tr

ETFs
-5
- 5.21%
$110.11 - $110.51 $551 - $553
91 $10K
SVC
Service Properties Trust

Real Estate
-190
- 13.66%
$2.38 - $2.99 $452 - $568
1.2K $3K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-6
- 5.13%
$100.59 - $103.47 $604 - $621
111 $11K
Int Dividend Etfblackrock ETF Trust
-1.47K
- 94.52%
N/A
85 $0
INMD
In Mode Ltd.

Healthcare
-26
- 4.32%
$15.9 - $19.4 $413 - $504
576 $10K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-694
- 7.3%
$18.36 - $20.51 $12.7K - $14.2K
8.81K $175K
Com Shsmagnera Corp
-7
- 6.67%
N/A
98 $0
Com Shssolventum Corp
-78
- 12.32%
N/A
555 $0
Comge Vernova LLC
-122
- 25.21%
N/A
362 $0
CNDT
Conduent Inc

Technology
-40
- 16.26%
$2.7 - $4.42 $108 - $177
206 $0
Comkenvue Inc
-539K
- 96.83%
N/A
17.6K $0
GNL
Global Net Lease, Inc.

Real Estate
-1.34K
- 9.77%
$6.91 - $8.26 $9.23K - $11K
12.3K $99K
VGSH
Vanguard

ETFs
-6
- 0.8%
$58.07 - $58.69 $348 - $352
740 $43K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
-11
- 2.28%
$47.59 - $50.79 $523 - $559
471 $23K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-15
- 4.14%
$44.68 - $46.49 $670 - $697
347 $16K
Net Lease Office Properties
-14
- 5.22%
N/A
254 $0
Com Shsamerican Healthcare Reit Inc
-3.72K
- 42.11%
N/A
5.11K $0
PBA
Pembina Pipeline Corp

Energy
-50
- 6.74%
$35.13 - $40.12 $1.76K - $2.01K
692 $27K
UGA
United States Gasoline Fund, LP

ETFs
-7
- 3.59%
$58.56 - $68.15 $410 - $477
188 $12K
EFIX
First Tr Exchange Traded Fd Vi
-682K
- 31.01%
N/A
1.52M $0
CMS
Cms Energy Corp

Utilities
-10
- 8.26%
$64.99 - $75.11 $650 - $751
111 $8K
STZ
Constellation Brands, Inc.

Consumer Defensive
-1
- 33.33%
$161.05 - $222.93 $161 - $223
2 $0
MAN
Manpower Group Inc.

Industrials
-2
- 6.67%
$53.77 - $62.66 $108 - $125
28 $1K
Com Newnew York Cmnty Bancorp Inc
-16
- 0.44%
N/A
3.65K $0
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-2
- 6.9%
$208.48 - $244.03 $417 - $488
27 $6K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-6
- 27.27%
$73.78 - $76.59 $443 - $460
16 $1K
PPL
Ppl Corp

Utilities
-2
- 4.55%
$31.68 - $36.11 $63.4 - $72.2
42 $1K
FOXA
Fox Corp

Communication Services
-8
- 7.08%
$47.9 - $58.0 $383 - $464
105 $5K
IEF
Ishares Barclays

ETFs
-2
- 1.52%
$91.17 - $95.39 $182 - $191
130 $12K
PHYS
Sprott Physical Gold Trust

Financial Services
-100
- 10.0%
$20.25 - $24.06 $2.03K - $2.41K
900 $21K
Activity Summary
Buys All Purchases 703 New Holdings 182 Increased Positions 521 Sells All Sells 234 Reductions 230 Sold out 4 Options Calls 0 Puts 0
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