Sound Income Strategies, LLC Sells in Q2 2025

Sound Income Strategies, LLC

  • $1.63 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
OGN
Organon & Co.

Healthcare
-634K
- 95.49%
$8.04 - $14.72 $5.1M - $9.33M
29.9K $289K
CRI
Carters Inc

Consumer Cyclical
-229K
- 96.89%
$29.83 - $42.12 $6.84M - $9.66M
7.36K $221K
HRB
H&R Block Inc

Consumer Cyclical
-138K
- 96.13%
$54.32 - $63.04 $7.48M - $8.69M
5.55K $304K
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
-396K
- 99.02%
$8.39 - $9.19 $3.33M - $3.64M
3.92K $35K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-26.4K
- 86.23%
$90.56 - $109.49 $2.39M - $2.89M
4.22K $461K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-29.2K
- 32.48%
$91.23 - $97.27 $2.67M - $2.84M
60.8K $5.91M
AHH
Armada Hoffler Properties, Inc.

Real Estate
-216K
- 15.42%
$6.37 - $7.42 $1.38M - $1.6M
1.18M $8.14M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-25.4K
- 47.67%
$91.43 - $91.74 $2.32M - $2.33M
27.9K $2.56M
AAPL
Apple Inc.

Technology
-3.27K
- 3.45%
$172.42 - $223.89 $564K - $733K
91.7K $18.8M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-22.9K
- 80.3%
$83.54 - $100.04 $1.91M - $2.29M
5.62K $559K
WHF
White Horse Finance, Inc.

Financial Services
-71.3K
- 7.04%
$8.67 - $9.84 $618K - $702K
942K $8.21M
GLD
Spdr Gold Trust

ETFs
-5.04K
- 37.97%
$273.71 - $316.29 $1.38M - $1.59M
8.23K $2.51M
VLO
Valero Energy Corp

Energy
-11.1K
- 11.34%
$104.69 - $141.77 $1.16M - $1.57M
86.8K $11.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3.74K
- 28.44%
$416.06 - $551.64 $1.56M - $2.06M
9.41K $5.19M
XLU
Utilities Sector Spdr

ETFs
-12.3K
- 72.66%
$73.09 - $82.77 $898K - $1.02M
4.63K $377K
XLV
Select Sector Spdr Fund Health

ETFs
-6.26K
- 64.0%
$128.77 - $144.3 $805K - $903K
3.52K $474K
XLF
Financial Sector Spdr

ETFs
-18.3K
- 88.49%
$43.92 - $52.37 $804K - $958K
2.38K $124K
XLP
Consumer Staples Sector Spdr

ETFs
-11.4K
- 80.79%
N/A
2.7K $205K
XLY
Select Sector Spdr Consumer Di

ETFs
-4.11K
- 94.64%
$176.34 - $218.59 $725K - $899K
233 $50K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-19.8K
- 91.91%
$35.35 - $42.68 $699K - $844K
1.74K $74K
IWC
Russell Micro Cap ETF

ETFs
-7.03K
- 98.79%
$97.43 - $127.66 $685K - $898K
86 $10K
IYR
Ishares Tr

ETFs
-6.98K
Closed
$84.48 - $96.25 $590K - $672K
0 $0
XLB
Select Sector Spdr Fd Material

ETFs
-7.43K
- 96.81%
$74.27 - $88.92 $552K - $661K
245 $21K
UNH
Unitedhealth Group Inc

Healthcare
-378
- 15.76%
$274.35 - $599.47 $104K - $227K
2.02K $630K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.46K
- 23.07%
$496.48 - $617.85 $725K - $903K
4.87K $3.01M
V
Visa Inc.

Financial Services
-1.43K
- 35.08%
$308.27 - $373.31 $441K - $534K
2.65K $940K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-7.42K
- 96.97%
$50.08 - $63.14 $371K - $468K
232 $14K
DVY
Ishares Tr

ETFs
-3.06K
- 19.21%
$118.37 - $134.86 $363K - $413K
12.9K $1.71M
IBM
International Business Machines Corp

Technology
-14.5K
- 17.2%
$221.03 - $294.78 $3.21M - $4.29M
70K $20.6M
MMM
3 M CO

Industrials
-2.65K
- 60.07%
$126.09 - $154.15 $334K - $408K
1.76K $267K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-3.81K
- 25.74%
$96.84 - $99.46 $369K - $379K
11K $1.09M
AFG
American Financial Group Inc

Financial Services
-2.66K
- 64.46%
$116.9 - $132.12 $311K - $351K
1.47K $184K
AEE
Ameren Corp

Utilities
-3.38K
- 99.85%
$94.23 - $101.68 $318K - $343K
5 $0
EIX
Edison International

Utilities
-1.99K
- 6.19%
$48.32 - $59.92 $95.9K - $119K
30.1K $1.55M
EFG
Msci Eafe Growth ETF

ETFs
-3.82K
- 39.17%
$89.8 - $112.0 $343K - $428K
5.93K $664K
HRL
Hormel Foods Corp

Consumer Defensive
-9.96K
- 96.86%
$29.11 - $31.44 $290K - $313K
323 $9K
LNT
Alliant Energy Corp

Utilities
-4.44K
- 88.99%
$58.79 - $64.85 $261K - $288K
549 $33K
CLX
Clorox CO

Consumer Defensive
-1.93K
- 97.63%
$118.01 - $148.69 $228K - $288K
47 $5K
GILD
Gilead Sciences, Inc.

Healthcare
-2.41K
- 84.38%
$96.91 - $113.0 $234K - $272K
446 $49K
BXP
Boston Properties Inc

Real Estate
-4.01K
- 91.97%
$56.86 - $74.12 $228K - $297K
350 $23K
BMY
Bristol Myers Squibb CO

Healthcare
-3.75K
- 59.07%
$44.12 - $59.6 $165K - $224K
2.6K $120K
TMUS
T Mobile Us, Inc.

Communication Services
-919
- 67.42%
$220.99 - $268.54 $203K - $247K
444 $105K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.51K
- 13.44%
$456.74 - $568.03 $688K - $855K
9.7K $5.51M
KRE
Spdr S&P Regional Banking ETF

ETFs
-4.37K
- 99.89%
$48.81 - $59.48 $213K - $260K
5 $0
EMN
Eastman Chemical CO

Basic Materials
-2.42K
- 86.17%
$72.7 - $88.29 $176K - $214K
389 $29K
EME
Emcor Group, Inc.

Industrials
-583
- 95.89%
$342.02 - $534.89 $199K - $312K
25 $13K
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
-2.41K
- 0.93%
$19.39 - $20.21 $46.8K - $48.8K
258K $5.06M
TT
Trane Technologies PLC

Industrials
-657
- 74.24%
$315.21 - $437.41 $207K - $287K
228 $99K
PHM
Pultegroup Inc

Consumer Cyclical
-1.93K
- 93.13%
$92.02 - $106.54 $177K - $205K
142 $14K
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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