Sound Income Strategies, LLC Reduced Holdings in Q3 2025

Sound Income Strategies, LLC

  • $1.76 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HL
Hecla Mining CO

Basic Materials
-423
- 60.6%
$5.59 - $12.1 $2.36K - $5.12K
275 $3K
HSY
Hershey CO

Consumer Defensive
-59
- 12.47%
$161.95 - $193.45 $9.56K - $11.4K
414 $77K
EA
Electronic Arts Inc.

Communication Services
-14
- 40.0%
$147.79 - $202.05 $2.07K - $2.83K
21 $4K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
-6
- 50.0%
$113.73 - $121.28 $682 - $728
6 $0
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-2
- 40.0%
$534.91 - $598.71 $1.07K - $1.2K
3 $1K
SCHW
Schwab Charles Corp

Financial Services
-57
- 5.32%
$91.03 - $98.69 $5.19K - $5.63K
1.01K $96K
CMP
Compass Minerals International Inc

Basic Materials
-46
- 14.56%
$17.93 - $22.44 $825 - $1.03K
270 $5K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-138
- 5.57%
$26.88 - $27.78 $3.71K - $3.83K
2.34K $65K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
-19
- 52.78%
$49.0 - $52.0 $931 - $988
17 $0
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-7
- 21.21%
$284.45 - $324.95 $1.99K - $2.27K
26 $8K
DXC
Dxc Technology CO

Technology
-1
- 5.0%
$12.85 - $16.24 $12.9 - $16.2
19 $0
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-23
- 47.92%
$13.6 - $15.52 $313 - $357
25 $0
Jacobs Solutions Inc Com
-21
- 2.06%
N/A
997 $0
IXC
Ishares Tr Global Energy ETF

ETFs
-87
- 4.95%
$39.45 - $42.95 $3.43K - $3.74K
1.67K $69K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-13
- 5.39%
$57.5 - $61.94 $748 - $805
228 $14K
Net Lease Office Properties Com
-53
- 36.81%
N/A
91 $0
Newsmax Inc Com Shs Class B
-65
- 5.76%
N/A
1.06K $0
OPI
Office Properties Income Trust

Real Estate
-240
- 22.49%
$0.19 - $0.88 $45.6 - $211
827 $0
LUV
Southwest Airlines CO

Industrials
-2
- 0.22%
$29.06 - $37.7 $58.1 - $75.4
914 $29K
EWC
Ishares Msci Canada ETF

ETFs
-4
- 5.88%
$45.86 - $50.88 $183 - $204
64 $3K
Tempus Ai Inc Cl A
-25
- 11.96%
N/A
184 $0
Rlj Lodging Tr Cum Conv Pfd A
-368
- 33.61%
N/A
727 $0
PNQI
Invesco Nasdaq Internet ETF

ETFs
-3
- 10.0%
$51.24 - $57.08 $154 - $171
27 $1K
IWN
Ishares Russell2000 Val ETF

ETFs
-3
- 27.27%
$157.1 - $178.94 $471 - $537
8 $1K
ROKU
Roku, Inc

Communication Services
-10
- 33.33%
$79.98 - $101.78 $800 - $1.02K
20 $2K
MDB
Mongo Db, Inc.

Technology
-4
- 20.0%
$201.0 - $334.87 $804 - $1.34K
16 $4K
SDEI
Tidal ETF Tr Sound Equity Inco

ETFs
-76.5K
- 7.89%
N/A
893K $0
GEFB
Greif, Inc. Cl B
-30K
- 8.27%
N/A
333K $0
JPHY
Jp Morgan High Yield Research

ETFs
-3.5K
- 97.36%
N/A
95 $0
Sila Realty Trust Inc Common Stock
-1.85K
- 36.69%
N/A
3.19K $0
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-19
- 4.3%
$25.84 - $27.2 $491 - $517
423 $11K
XLB
Select Sector Spdr Fd Material

ETFs
-3
- 1.22%
$86.72 - $92.61 $260 - $278
242 $21K
EMB
Ishares Tr

ETFs
-3
- 1.56%
$91.52 - $95.59 $275 - $287
189 $17K
Gsk PLC Sponsored Adr
-19.2K
- 4.45%
N/A
412K $0
SYF
Synchrony Financial

Financial Services
-9
- 9.57%
$67.53 - $76.86 $608 - $692
85 $6K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-27
- 14.59%
$113.78 - $148.0 $3.07K - $4K
158 $21K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
-7
- 20.59%
$39.42 - $42.19 $276 - $295
27 $1K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-39
- 4.83%
$52.12 - $55.33 $2.03K - $2.16K
768 $42K
DHC
Diversified Healthcare Trust

Real Estate
-46
- 18.78%
$3.27 - $4.6 $150 - $212
199 $0
Kenvue Inc Com
-2.4K
- 32.89%
N/A
4.91K $0
Solventum Corp Com Shs
-42
- 10.69%
N/A
351 $0
EPRF
Innovator Etfs Tr S&P Invt Gra

ETFs
-3
- 6.25%
$17.68 - $18.75 $53 - $56.3
45 $0
Proshares S&P 500 High Income ETF
-198
- 31.73%
N/A
426 $0
DECK
Deckers Outdoor Corp

Consumer Cyclical
-6
- 35.29%
$95.32 - $123.91 $572 - $743
11 $1K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-5
- 6.02%
$28.38 - $29.05 $142 - $145
78 $2K
FENY
Fidelity Covington Tr Msci Ene

ETFs
-25
- 71.43%
$23.27 - $25.46 $582 - $637
10 $0
SCHG
Schwab Strategic Tr Us Large C

ETFs
-31
- 4.72%
$28.92 - $32.19 $897 - $998
626 $19K
TECB
Ishares Tr Us Tech Breakthroug

ETFs
-3
- 1.12%
$56.62 - $61.48 $170 - $184
265 $15K
VFH
Vanguard Financial ETF

ETFs
-31
- 3.16%
$125.23 - $132.78 $3.88K - $4.12K
949 $124K
Activity Summary
Buys All Purchases 627 New Holdings 266 Increased Positions 361 Sells All Sells 456 Reductions 455 Sold out 1 Options Calls 0 Puts 0
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