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
ILF
Ishares Latin America 40 ETF

ETFs
-20
- 3.96%
$20.87 - $24.43 $417 - $489
485 $11K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-10
- 1.09%
$105.1 - $109.61 $1.05K - $1.1K
905 $98K
MU
Micron Technology Inc

Technology
-38
- 2.7%
$86.89 - $109.38 $3.3K - $4.16K
1.37K $119K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
-230
- 10.75%
$22.45 - $26.94 $5.16K - $6.2K
1.91K $49K
AZN
Astrazeneca PLC

Healthcare
-78
- 8.04%
$65.37 - $77.96 $5.1K - $6.08K
892 $65K
PGR
Progressive Corp

Financial Services
-2
- 2.08%
$235.61 - $291.22 $471 - $582
94 $26K
PLD
Prologis, Inc.

Real Estate
-4
- 0.63%
$103.59 - $124.04 $414 - $496
631 $70K
SCHW
Schwab Charles Corp

Financial Services
-28
- 2.63%
$71.24 - $83.64 $1.99K - $2.34K
1.04K $81K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-2
- 1.01%
$106.31 - $123.73 $213 - $247
196 $24K
WMB
Williams Companies, Inc.

Energy
-168
- 6.82%
$54.02 - $61.09 $9.08K - $10.3K
2.3K $137K
VTR
Ventas, Inc.

Real Estate
-7
- 1.19%
$56.9 - $70.47 $398 - $493
581 $39K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1
- 0.12%
$74.85 - $84.89 $74.9 - $84.9
861 $70K
GMRE
Global Medical Reit Inc.

Real Estate
-430
- 5.19%
$7.52 - $9.08 $3.23K - $3.9K
7.85K $68K
SJM
J M Smucker CO

Consumer Defensive
-4
- 0.47%
$100.41 - $118.41 $402 - $474
841 $99K
CHKP
Check Point Software Technologies LTD

Technology
-33
- 8.82%
$179.88 - $231.31 $5.94K - $7.63K
341 $77K
ETR
Entergy Corp

Utilities
-349
- 8.7%
$75.26 - $87.89 $26.3K - $30.7K
3.66K $313K
FAST
Fastenal CO

Industrials
-42
- 1.82%
$71.11 - $79.98 $2.99K - $3.36K
2.27K $175K
ABT
Abbott Laboratories

Healthcare
-222
- 10.68%
$111.1 - $140.22 $24.7K - $31.1K
1.86K $246K
INTC
Intel Corp

Technology
-392
- 5.19%
$19.1 - $27.39 $7.49K - $10.7K
7.16K $162K
BAX
Baxter International Inc

Healthcare
-40
- 1.51%
$29.26 - $36.57 $1.17K - $1.46K
2.6K $89K
NOC
Northrop Grumman Corp

Industrials
-3
- 0.69%
$433.45 - $513.82 $1.3K - $1.54K
431 $220K
IEFA
Ishares Tr

ETFs
-95
- 1.63%
$69.57 - $78.65 $6.61K - $7.47K
5.75K $434K
AMT
American Tower Corp

Real Estate
-14
- 1.61%
$173.46 - $217.6 $2.43K - $3.05K
858 $186K
WPC
W. P. Carey Inc.

Real Estate
-107
- 2.55%
$53.5 - $65.05 $5.72K - $6.96K
4.09K $258K
RTX
Raytheon Technologies Corp

Industrials
-224
- 5.73%
$114.1 - $135.66 $25.6K - $30.4K
3.69K $488K
ED
Consolidated Edison Inc

Utilities
-19
- 0.78%
$88.0 - $110.59 $1.67K - $2.1K
2.42K $267K
JNJ
Johnson & Johnson

Healthcare
-267
- 4.14%
$142.06 - $167.7 $37.9K - $44.8K
6.19K $1.03M
GLD
Spdr Gold Trust

ETFs
-696
- 4.99%
$243.19 - $288.14 $169K - $201K
13.3K $3.82M
EVRG
Evergy, Inc.

Utilities
-991
- 0.46%
$59.9 - $69.52 $59.4K - $68.9K
215K $14.8M
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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