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
MFC
Manulife Financial Corp

Financial Services
-381
- 48.17%
$26.93 - $32.44 $10.3K - $12.4K
410 $13K
WELL
Welltower Inc.

Real Estate
-73
- 28.29%
$136.49 - $155.22 $9.96K - $11.3K
185 $28K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-8
- 11.94%
$390.26 - $489.06 $3.12K - $3.91K
59 $23K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-68
- 2.45%
$68.13 - $74.77 $4.63K - $5.08K
2.71K $197K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
-337
- 7.51%
$17.17 - $19.9 $5.79K - $6.71K
4.15K $79K
AVEM
American Centy ETF Tr Avantis

ETFs
-179
- 66.3%
$53.08 - $68.54 $9.5K - $12.3K
91 $6K
GEF
Greif, Inc

Consumer Cyclical
-255
- 42.71%
$49.01 - $66.46 $12.5K - $16.9K
342 $22K
NLOK
Norton Life Lock Inc.

Technology
-499
- 51.39%
N/A
472 $10K
JPEM
Jp Morgan Diversified Return

ETFs
-181
- 74.18%
$48.41 - $56.7 $8.76K - $10.3K
63 $3K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-450
- 69.98%
$19.44 - $19.56 $8.75K - $8.8K
193 $3K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-438
- 71.57%
$20.16 - $20.49 $8.83K - $8.97K
174 $3K
SHV
Ishares Tr

ETFs
-81
- 89.01%
$110.06 - $110.46 $8.91K - $8.95K
10 $1K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-112
- 20.97%
N/A
422 $36K
IP
International Paper CO

Consumer Cyclical
-138
- 33.74%
$43.89 - $54.46 $6.06K - $7.52K
271 $12K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-447
- 71.63%
$19.49 - $19.66 $8.71K - $8.79K
177 $3K
HEFA
Ishares Currency Hedged Msci E

ETFs
-259
- 62.86%
$32.11 - $38.21 $8.32K - $9.9K
153 $5K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-202
- 45.6%
$47.63 - $60.01 $9.62K - $12.1K
241 $14K
MNST
Monster Beverage Corp

Consumer Defensive
-150
- 45.32%
$55.01 - $64.24 $8.25K - $9.64K
181 $11K
PAGP
Plains Gp Holdings LP

Energy
-376
- 99.73%
$17.24 - $21.61 $6.48K - $8.13K
1 $0
EPR
Epr Properties

Real Estate
-187
- 38.09%
$43.53 - $59.11 $8.14K - $11.1K
304 $17K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-36
- 92.31%
$201.28 - $266.34 $7.25K - $9.59K
3 $0
HPQ
Hp Inc

Technology
-206
- 28.07%
$21.88 - $29.32 $4.51K - $6.04K
528 $12K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
-154
- 81.05%
$43.45 - $49.4 $6.69K - $7.61K
36 $1K
OLP
One Liberty Properties Inc

Real Estate
-248
- 26.41%
$23.24 - $26.54 $5.76K - $6.58K
691 $16K
PML
Pimco Municipal Income Fund Ii

Financial Services
-565
- 11.64%
$7.29 - $8.14 $4.12K - $4.6K
4.29K $31K
EMB
Ishares Tr

ETFs
-86
- 30.94%
$86.54 - $92.62 $7.44K - $7.97K
192 $17K
ETN
Eaton Corp PLC

Industrials
-189
- 27.04%
$246.52 - $356.99 $46.6K - $67.5K
510 $182K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-764
- 16.3%
$9.86 - $10.92 $7.53K - $8.34K
3.92K $42K
AMP
Ameriprise Financial Inc

Financial Services
-25
- 22.12%
$422.19 - $533.73 $10.6K - $13.3K
88 $46K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-104
- 6.38%
$77.94 - $79.5 $8.11K - $8.27K
1.53K $121K
FMC
Fmc Corp

Basic Materials
-160
- 83.33%
$33.98 - $44.06 $5.44K - $7.05K
32 $1K
F
Ford Motor CO

Consumer Cyclical
-2.08K
- 10.94%
$8.69 - $10.85 $18.1K - $22.6K
16.9K $183K
EPP
Ishares Inc

ETFs
-162
- 94.19%
$38.85 - $49.83 $6.29K - $8.07K
10 $0
AEP
American Electric Power CO Inc

Utilities
-60
- 47.62%
$98.59 - $109.11 $5.92K - $6.55K
66 $6K
VTR
Ventas, Inc.

Real Estate
-70
- 12.05%
$62.45 - $70.08 $4.37K - $4.91K
511 $32K
WSR
Whitestone Reit

Real Estate
-415
- 38.97%
$12.06 - $14.62 $5K - $6.07K
650 $8K
ALL
Allstate Corp

Financial Services
-30
- 32.26%
$180.53 - $212.64 $5.42K - $6.38K
63 $12K
INGR
Ingredion Inc

Consumer Defensive
-53
- 80.3%
$123.22 - $140.95 $6.53K - $7.47K
13 $1K
MRNA
Moderna, Inc.

Healthcare
-232
- 20.92%
$23.65 - $28.54 $5.49K - $6.62K
877 $24K
ADC
Agree Realty Corp

Real Estate
-51
- 6.46%
$70.68 - $79.12 $3.6K - $4.04K
738 $53K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-341
- 53.12%
$20.66 - $20.74 $7.05K - $7.07K
301 $6K
AVDV
American Centy ETF Tr Avantis

ETFs
-110
- 41.98%
$61.76 - $79.32 $6.79K - $8.73K
152 $12K
LTC
Ltc Properties Inc

Real Estate
-156
- 25.04%
$32.83 - $36.24 $5.12K - $5.65K
467 $16K
VIG
Vanguard Dividend Appreciation

ETFs
-30
- 2.41%
N/A
1.22K $221K
SRLN
Ssga Active Trust

ETFs
-142
- 76.34%
$39.47 - $41.59 $5.6K - $5.91K
44 $1K
BHP
Bhp Group LTD

Basic Materials
-110
- 45.64%
$40.22 - $50.88 $4.42K - $5.6K
131 $6K
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
-210
- 66.67%
$26.82 - $30.48 $5.63K - $6.4K
105 $3K
AZN
Astrazeneca PLC

Healthcare
-20
- 2.24%
$64.87 - $75.0 $1.3K - $1.5K
872 $60K
LUV
Southwest Airlines CO

Industrials
-124
- 11.92%
$24.04 - $34.36 $2.98K - $4.26K
916 $29K
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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