Sound Financial Strategies Group, LLC Reduced Holdings in Q2 2024

Sound Financial Strategies Group, LLC

  • $104 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-157K
- 40.88%
$100.29 - $100.75 $15.7M - $15.8M
226K $22.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-88K
- 30.21%
$95.11 - $97.92 $8.37M - $8.61M
203K $19.7M
TPHE
Timothy Plan High Divid Stk En

ETFs
-47.9K
- 98.41%
$23.43 - $24.63 $1.12M - $1.18M
775 $18K
CLX
Clorox CO

Consumer Defensive
-2.99K
- 67.0%
$128.21 - $151.65 $383K - $453K
1.47K $200K
CAH
Cardinal Health Inc

Healthcare
-4.04K
- 66.46%
$94.75 - $112.06 $382K - $452K
2.04K $200K
ABBV
Abb Vie Inc.

Healthcare
-2.55K
- 67.28%
$154.79 - $180.76 $394K - $460K
1.24K $212K
WMT
Walmart Inc.

Consumer Defensive
-7.15K
- 68.01%
$58.85 - $68.9 $421K - $493K
3.37K $227K
BDX
Becton Dickinson & CO

Healthcare
-1.31K
- 59.65%
$225.07 - $246.17 $296K - $323K
889 $207K
GPC
Genuine Parts CO

Consumer Cyclical
-1.01K
- 24.5%
$136.7 - $163.38 $139K - $166K
3.12K $432K
CAT
Caterpillar Inc

Industrials
-240
- 10.7%
$321.47 - $379.3 $77.2K - $91K
2K $666K
PNR
Pentair PLC

Industrials
-406
- 4.34%
$74.31 - $85.08 $30.2K - $34.5K
8.95K $686K
PG
Procter & Gamble CO

Consumer Defensive
-712
- 35.89%
$155.33 - $168.56 $111K - $120K
1.27K $209K
GWW
W.W. Grainger, Inc.

Industrials
-7
- 0.92%
$879.03 - $1014.83 $6.15K - $7.1K
752 $678K
DGRO
Ishares Core Dividend Growth E

ETFs
-1.46K
- 9.74%
$55.23 - $58.55 $80.5K - $85.3K
13.5K $777K
JNJ
Johnson & Johnson

Healthcare
-457
- 24.61%
$144.38 - $157.78 $66K - $72.1K
1.4K $204K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-601
- 6.07%
$91.42 - $91.82 $54.9K - $55.2K
9.31K $854K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-232
- 3.33%
$98.98 - $99.4 $23K - $23.1K
6.74K $669K
CTAS
Cintas Corp

Industrials
-22
- 2.04%
$658.34 - $714.93 $14.5K - $15.7K
1.06K $740K
Tidal Tr Ii
-11.9K
- 3.13%
N/A
368K $0
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-7.54K
- 4.5%
$28.55 - $30.21 $215K - $228K
160K $4.8M
ECL
Ecolab Inc.

Basic Materials
-51
- 1.56%
$218.16 - $244.64 $11.1K - $12.5K
3.22K $765K
Activity Summary
Buys All Purchases 68 New Holdings 37 Increased Positions 31 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sound Financial Strategies Group, LLC Portfolio

Follow Sound Financial Strategies Group, 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 Financial Strategies Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound Financial Strategies Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email