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
VLUE
Ishares Msci Usa Value Factor

ETFs
-86
- 10.78%
$93.5 - $113.21 $8.04K - $9.74K
712 $80K
CORP
Pimco Investment Grade Corp Bd

ETFs
-50
- 65.79%
$94.14 - $97.31 $4.71K - $4.87K
26 $2K
EBAY
Ebay Inc

Consumer Cyclical
-88
- 39.46%
$59.52 - $79.36 $5.24K - $6.98K
135 $10K
VRIG
Invesco Actively Managed ETF F

ETFs
-193
- 66.32%
$24.89 - $25.14 $4.8K - $4.85K
98 $2K
TROW
Price T Rowe Group Inc

Financial Services
-54
- 55.1%
$80.27 - $98.06 $4.33K - $5.3K
44 $4K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-103
- 92.79%
$47.89 - $48.65 $4.93K - $5.01K
8 $0
EMR
Emerson Electric CO

Industrials
-453
- 19.26%
$94.15 - $133.33 $42.6K - $60.4K
1.9K $253K
FANG
Diamondback Energy, Inc.

Energy
-9
- 7.69%
$119.25 - $161.49 $1.07K - $1.45K
108 $14K
WM
Waste Management Inc

Industrials
-10
- 1.72%
$216.47 - $242.1 $2.16K - $2.42K
572 $130K
EQNR
Equinor Asa

Energy
-118
- 12.11%
$22.04 - $28.08 $2.6K - $3.31K
856 $21K
FVD
First Tr Value Line Divid Inde

ETFs
-84
- 17.36%
$40.62 - $45.12 $3.41K - $3.79K
400 $17K
TRP
Tc Energy Corp

Energy
-83
- 45.36%
$44.48 - $51.4 $3.69K - $4.27K
100 $4K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-5
- 50.0%
$483.07 - $625.6 $2.42K - $3.13K
5 $2K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-49
- 2.9%
$63.54 - $68.5 $3.11K - $3.36K
1.64K $110K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-47
- 10.22%
$82.21 - $83.12 $3.86K - $3.91K
413 $34K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-60
- 61.86%
$65.42 - $80.7 $3.93K - $4.84K
37 $2K
IWR
Ishares Russell Mid Cap ETF

ETFs
-43
- 23.5%
$74.88 - $91.97 $3.22K - $3.95K
140 $12K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-175
- 15.35%
$45.98 - $56.15 $8.05K - $9.83K
965 $54K
VALE
Vale S.A.

Basic Materials
-258
- 49.33%
$8.26 - $10.1 $2.13K - $2.61K
265 $2K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
-101
- 77.69%
$36.05 - $40.34 $3.64K - $4.07K
29 $1K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-56
- 25.34%
$55.57 - $62.73 $3.11K - $3.51K
165 $10K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-42
- 23.33%
$73.0 - $85.5 $3.07K - $3.59K
138 $11K
HCA
Hca Healthcare, Inc.

Healthcare
-91
- 10.71%
$317.61 - $387.52 $28.9K - $35.3K
759 $290K
FIS
Fidelity National Information Services, Inc.

Technology
-99
- 12.69%
$68.14 - $82.13 $6.75K - $8.13K
681 $55K
ROBO
Robo Global Robotics And Autom

ETFs
-61
- 61.0%
$43.89 - $59.78 $2.68K - $3.65K
39 $2K
MUR
Murphy Oil Corp

Energy
-59
- 81.94%
$19.62 - $29.21 $1.16K - $1.72K
13 $0
DRI
Darden Restaurants Inc

Consumer Cyclical
-11
- 16.92%
$186.58 - $225.78 $2.05K - $2.48K
54 $11K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-38
- 66.67%
$50.1 - $51.02 $1.9K - $1.94K
19 $0
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
-32
- 72.73%
$41.42 - $46.68 $1.33K - $1.49K
12 $0
IVZ
Invesco Ltd.

Financial Services
-154
- 81.91%
$12.14 - $15.77 $1.87K - $2.43K
34 $0
BDN
Brandywine Realty Trust

Real Estate
-370
- 11.57%
$3.5 - $4.58 $1.3K - $1.69K
2.83K $12K
EDV
Vanguard Extended Duration Tre

ETFs
-29
- 43.94%
$62.83 - $72.45 $1.82K - $2.1K
37 $2K
LEVI
Levi Strauss & CO

Consumer Cyclical
-136
- 40.12%
$12.42 - $18.62 $1.69K - $2.53K
203 $3K
PEGA
Pegasystems Inc

Technology
-33
- 80.49%
$49.95 - $103.29 $1.65K - $3.41K
8 $0
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-47
- 21.56%
$58.41 - $72.69 $2.75K - $3.42K
171 $12K
SLVM
Sylvamo Corp

Basic Materials
-22
- 61.11%
$50.1 - $68.36 $1.1K - $1.5K
14 $0
NMIH
Nmi Holdings, Inc.

Financial Services
-135
- 19.26%
$32.79 - $42.24 $4.43K - $5.7K
566 $23K
IIPR
Innovative Industrial Properties Inc

Real Estate
-37
- 12.09%
$48.03 - $58.9 $1.78K - $2.18K
269 $14K
HSBC
Hsbc Holdings PLC

Financial Services
-52
- 38.24%
$46.68 - $61.09 $2.43K - $3.18K
84 $5K
NCR
Ncr Corp

Technology
-126
- 57.53%
N/A
93 $1K
NXPI
Nxp Semiconductors N.V.

Technology
-29
- 16.11%
$153.5 - $218.72 $4.45K - $6.34K
151 $32K
PLYM
Plymouth Industrial Reit, Inc.

Real Estate
-98
- 17.25%
$13.46 - $16.77 $1.32K - $1.64K
470 $7K
INCY
Incyte Corp

Healthcare
-50
- 23.81%
$55.17 - $71.22 $2.76K - $3.56K
160 $10K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-36
- 2.07%
$21.37 - $22.67 $769 - $816
1.71K $38K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-117
- 1.86%
$27.29 - $29.28 $3.19K - $3.43K
6.16K $180K
KD
Kyndryl Holdings, Inc.

Technology
-53
- 66.25%
$27.77 - $41.96 $1.47K - $2.22K
27 $1K
SVC
Service Properties Trust

Real Estate
-55
- 4.58%
$1.78 - $2.63 $97.9 - $145
1.15K $2K
STM
St Microelectronics N.V.

Technology
-100
- 58.48%
$17.78 - $30.41 $1.78K - $3.04K
71 $2K
VFC
V F Corp

Consumer Cyclical
-15
- 17.44%
$9.74 - $16.39 $146 - $246
71 $0
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
Track This Portfolio

Track Sound Income Strategies, LLC Portfolio

Follow Sound Income Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound Income Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound Income Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email