Sound Income Strategies, LLC Purchases in Q1 2025

Sound Income Strategies, LLC

  • $1.56 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SAIC
Science Applications International Corp

Technology
16
+ 1.83%
$95.77 - $119.82 $1.53K - $1.92K
888 $99K
BTEGF
Baytex Energy Corp.

Energy
767
New
N/A
767 $2K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
44
New
$45.03 - $48.14 $1.98K - $2.12K
44 $2K
TM
Toyota Motor Corp

Consumer Cyclical
9
+ 15.25%
$176.53 - $195.35 $1.59K - $1.76K
68 $12K
VFC
V F Corp

Consumer Cyclical
77
+ 855.56%
$15.52 - $26.93 $1.2K - $2.07K
86 $1K
USB
Us Bancorp \De\

Financial Services
115
+ 20.25%
$40.92 - $50.9 $4.71K - $5.85K
683 $28K
TU
Telus Corp

Communication Services
13
+ 2.07%
$13.63 - $16.07 $177 - $209
642 $9K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
20
New
$73.39 - $96.21 $1.47K - $1.92K
20 $1K
UVV
Universal Corp

Consumer Defensive
7
+ 1.42%
$49.67 - $56.43 $348 - $395
501 $28K
YYY
Amplify ETF Tr High Income ETF

ETFs
100
New
$11.38 - $12.01 $1.14K - $1.2K
100 $1K
UMC
United Microelectronics Corp

Technology
100
+ 100.0%
$5.69 - $7.15 $569 - $715
200 $1K
PFL
Pimco Income Strategy Fund

Financial Services
31
+ 2.98%
$8.39 - $8.6 $260 - $267
1.07K $9K
DX
Dynex Capital Inc

Real Estate
145
New
$12.18 - $14.42 $1.77K - $2.09K
145 $1K
ROKU
Roku, Inc

Communication Services
10
+ 50.0%
$67.36 - $99.07 $674 - $991
30 $2K
CRSP
Crispr Therapeutics Ag

Healthcare
20
+ 15.75%
$34.03 - $53.02 $681 - $1.06K
147 $5K
PSEC
Prospect Capital Corp

Financial Services
400
New
$4.1 - $4.45 $1.64K - $1.78K
400 $1K
PII
Polaris Inc.

Consumer Cyclical
30
+ 230.77%
$40.9 - $58.36 $1.23K - $1.75K
43 $1K
COLB
Columbia Banking System, Inc.

Financial Services
72
New
$23.89 - $28.84 $1.72K - $2.08K
72 $1K
EVGO
E Vgo Inc.

Consumer Cyclical
700
+ 233.33%
$2.37 - $4.46 $1.66K - $3.12K
1K $2K
SM
Sm Energy CO

Energy
51
New
$27.15 - $44.69 $1.38K - $2.28K
51 $1K
SCCO
Southern Copper Corp

Basic Materials
5
+ 9.8%
$85.92 - $101.48 $430 - $507
56 $5K
IGI
Western Asset Investment Grade Defined Opportunity Trust Inc.

Financial Services
9
+ 0.87%
$16.26 - $16.85 $146 - $152
1.04K $17K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
76
+ 0.15%
$10.53 - $11.08 $800 - $842
51.6K $553K
SPIB
Spdr Portfolio Intermediate Te

ETFs
3
+ 0.21%
$32.5 - $33.3 $97.5 - $99.9
1.42K $47K
COF
Capital One Financial Corp

Financial Services
3
+ 2.17%
$163.87 - $209.82 $492 - $629
141 $25K
PKG
Packaging Corp Of America

Consumer Cyclical
8
New
$192.03 - $242.13 $1.54K - $1.94K
8 $1K
AGNC
Agnc Investment Corp.

Real Estate
15
+ 0.9%
$9.12 - $10.54 $137 - $158
1.68K $16K
QDPL
Pacer Fds Tr Metaurus Us Large
52
New
$36.5 - $40.04 $1.9K - $2.08K
52 $1K
ICVT
Ishares Tr Convertible Bond Et

ETFs
12
New
$83.18 - $89.27 $998 - $1.07K
12 $1K
NIO
Nio Inc.

Consumer Cyclical
305
New
$3.75 - $5.22 $1.14K - $1.59K
305 $1K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
100
New
$14.31 - $15.69 $1.43K - $1.57K
100 $1K
QLC
Flexshares Tr Us Quality Large

ETFs
30
New
$62.78 - $69.86 $1.88K - $2.1K
30 $1K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
49
New
$30.38 - $34.94 $1.49K - $1.71K
49 $1K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
50
+ 500.0%
$28.75 - $36.65 $1.44K - $1.83K
60 $1K
TLTD
Flexshares Morningstar Dev Mkt

ETFs
14
New
$67.85 - $77.32 $950 - $1.08K
14 $1K
HIW
Highwoods Properties, Inc.

Real Estate
56
+ 4.76%
$27.69 - $30.78 $1.55K - $1.72K
1.23K $36K
BNDC
Flexshares Tr Core Select Bd F

ETFs
84
New
$21.51 - $22.34 $1.81K - $1.88K
84 $1K
PNQI
Invesco Nasdaq Internet ETF

ETFs
30
New
$43.72 - $51.15 $1.31K - $1.53K
30 $1K
FTQI
First Trust ETF Vi First Trust

ETFs
100
+ 100.0%
$18.72 - $21.32 $1.87K - $2.13K
200 $3K
GUNR
Flexshares Tr Morningstar Glob

ETFs
10
+ 2.96%
$36.6 - $39.56 $366 - $396
348 $13K
HIMX
Himax Technologies, Inc.

Technology
220
New
$7.2 - $12.85 $1.58K - $2.83K
220 $1K
FDUS
Fidus Investment Corp

Financial Services
188
+ 3.78%
$20.39 - $23.37 $3.83K - $4.39K
5.17K $105K
IFRA
Ishares Tr

ETFs
80
+ 3.18%
$44.8 - $49.25 $3.58K - $3.94K
2.59K $116K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
14
New
$25.34 - $26.96 $355 - $377
14 $0
FTA
First Tr Large Cap Value

ETFs
0
New
$74.42 - $80.34 $0 - $0
0 $0
ITT
Itt Inc.

Industrials
1
New
$128.71 - $153.88 $129 - $154
1 $0
TAK
Takeda Pharmaceutical CO LTD

Healthcare
23
+ 92.0%
$12.89 - $15.19 $296 - $349
48 $0
FJAN
First Exc Trd Viii Cboe Vest U
116
New
N/A
116 $0
ITB
Ishares Tr

ETFs
0
New
$93.86 - $111.45 $0 - $0
0 $0
Activity Summary
Buys All Purchases 703 New Holdings 182 Increased Positions 521 Sells All Sells 234 Reductions 230 Sold out 4 Options Calls 0 Puts 0
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