Sound Income Strategies, LLC Sells in Q3 2025

Sound Income Strategies, LLC

  • $1.76 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TM
Toyota Motor Corp

Consumer Cyclical
-57
- 5.95%
$167.86 - $202.79 $9.57K - $11.6K
901 $172K
OXY
Occidental Petroleum Corp

Energy
-20
- 1.07%
$42.54 - $48.1 $851 - $962
1.84K $87K
DD
Du Pont De Nemours, Inc.

Basic Materials
-41
- 2.94%
$69.9 - $78.26 $2.87K - $3.21K
1.35K $105K
LMT
Lockheed Martin Corp

Industrials
-119
- 6.21%
$410.74 - $499.21 $48.9K - $59.4K
1.8K $897K
PSX
Phillips 66

Energy
-123
- 7.71%
$118.37 - $139.46 $14.6K - $17.2K
1.47K $200K
GORO
Gold Resource Corp

Basic Materials
-100
- 0.16%
$0.44 - $0.86 $44 - $86
64.2K $52K
MRK
Merck & Co., Inc.

Healthcare
-144
- 2.73%
$77.6 - $87.37 $11.2K - $12.6K
5.14K $431K
IWM
Ishares Russell 2000 ETF

ETFs
-17
- 2.66%
$214.92 - $244.84 $3.65K - $4.16K
621 $150K
SYY
Sysco Corp

Consumer Defensive
-71
- 2.29%
$76.33 - $82.51 $5.42K - $5.86K
3.03K $249K
CVS
Cvs Health Corp

Healthcare
-38
- 1.37%
$58.75 - $76.5 $2.23K - $2.91K
2.74K $206K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-115
- 1.93%
$82.96 - $95.7 $9.54K - $11K
5.84K $524K
LHX
L3 Harris Technologies, Inc.

Industrials
-49
- 7.81%
$252.18 - $305.41 $12.4K - $15K
578 $176K
CSX
Csx Corp

Industrials
-69
- 0.89%
$32.05 - $36.52 $2.21K - $2.52K
7.68K $272K
HD
Home Depot, Inc.

Consumer Cyclical
-397
- 8.4%
$357.4 - $423.42 $142K - $168K
4.33K $1.75M
OHI
Omega Healthcare Investors Inc

Real Estate
-455
- 5.93%
$36.29 - $43.34 $16.5K - $19.7K
7.21K $304K
URI
United Rentals, Inc.

Industrials
-3
- 2.29%
$774.14 - $975.23 $2.32K - $2.93K
128 $122K
BX
Blackstone Inc.

Financial Services
-9
- 0.65%
$152.77 - $188.68 $1.37K - $1.7K
1.38K $236K
ORCL
Oracle Corp

Technology
-556
- 18.69%
$218.96 - $328.33 $122K - $183K
2.42K $680K
LNC
Lincoln National Corp

Financial Services
-227
- 3.39%
$33.37 - $43.29 $7.57K - $9.83K
6.47K $261K
AMD
Advanced Micro Devices Inc

Technology
-18
- 0.96%
$134.8 - $184.42 $2.43K - $3.32K
1.85K $299K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-2
- 0.12%
$435.72 - $463.74 $871 - $927
1.61K $748K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-1.26K
- 16.0%
$10.78 - $19.82 $13.5K - $24.9K
6.59K $128K
LOW
Lowes Companies Inc

Consumer Cyclical
-55
- 2.89%
$215.01 - $273.02 $11.8K - $15K
1.85K $464K
TJX
Tjx Companies Inc

Consumer Cyclical
-41
- 1.76%
$121.35 - $144.54 $4.98K - $5.93K
2.29K $330K
AZO
Autozone Inc

Consumer Cyclical
-1
- 1.12%
$3649.42 - $4354.54 $3.65K - $4.35K
88 $377K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-59
- 4.77%
$224.68 - $282.71 $13.3K - $16.7K
1.18K $329K
KLAC
Kla Corp

Technology
-5
- 1.62%
$843.9 - $1078.6 $4.22K - $5.39K
303 $326K
INTC
Intel Corp

Technology
-648
- 8.87%
$19.31 - $35.5 $12.5K - $23K
6.66K $223K
BAC
Bank Of America Corp

Financial Services
-895
- 3.35%
$44.92 - $52.42 $40.2K - $46.9K
25.8K $1.33M
PH
Parker Hannifin Corp

Industrials
-2
- 0.14%
$697.13 - $769.67 $1.39K - $1.54K
1.38K $1.05M
EIX
Edison International

Utilities
-331
- 1.1%
$50.42 - $56.35 $16.7K - $18.7K
29.7K $1.64M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
-15.8K
- 1.55%
$38.58 - $40.06 $611K - $634K
1M $39.8M
UUUU
Energy Fuels Inc

Energy
-4.95K
- 24.9%
$5.59 - $17.26 $27.7K - $85.4K
14.9K $229K
IGBH
Ishares Interest Rate Hedged L

ETFs
-240
- 0.1%
$24.05 - $24.63 $5.77K - $5.91K
242K $5.95M
VTI
Vanguard Total Stock Market Et

ETFs
-370
- 3.72%
$303.93 - $329.86 $112K - $122K
9.58K $3.14M
CAT
Caterpillar Inc

Industrials
-84
- 3.77%
$390.92 - $477.15 $32.8K - $40.1K
2.14K $1.02M
PLTR
Palantir Technologies Inc.

Technology
-275
- 5.67%
$130.68 - $186.97 $35.9K - $51.4K
4.58K $834K
SRE
Sempra Energy

Utilities
-191
- 1.3%
$74.14 - $89.98 $14.2K - $17.2K
14.6K $1.31M
BCO
Brinks CO

Industrials
-16.8K
- 21.4%
$85.19 - $117.52 $1.43M - $1.98M
61.8K $7.23M
JPM
Jpmorgan Chase & CO

Financial Services
-157
- 1.4%
$282.78 - $316.06 $44.4K - $49.6K
11.1K $3.5M
PEP
Pepsico Inc

Consumer Defensive
-2.95K
- 3.38%
$133.81 - $152.16 $395K - $449K
84.4K $11.9M
PFE
Pfizer Inc

Healthcare
-20K
- 2.39%
$23.29 - $25.88 $466K - $518K
818K $20.8M
PFG
Principal Financial Group Inc

Financial Services
-2.79K
- 1.12%
$75.53 - $82.95 $211K - $231K
246K $20.4M
MAIN
Main Street Capital Corp

Financial Services
-9K
- 2.6%
$59.28 - $67.54 $533K - $608K
337K $21.4M
EVRG
Evergy, Inc.

Utilities
-7.74K
- 3.39%
$67.73 - $76.02 $524K - $588K
220K $16.7M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-17.3K
- 3.79%
$24.02 - $27.91 $416K - $483K
440K $12.3M
ES
Eversource Energy

Utilities
-9.97K
- 3.52%
$62.86 - $71.14 $627K - $709K
273K $19.5M
ENB
Enbridge Inc

Energy
-35.5K
- 5.12%
$43.79 - $50.46 $1.55M - $1.79M
657K $33.1M
OMC
Omnicom Group Inc.

Communication Services
-2.69K
- 1.1%
$70.41 - $81.53 $189K - $219K
243K $19.8M
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
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