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
QUAL
Ishares Msci Usa Quality Facto

ETFs
201
+ 3.46%
$168.16 - $186.21 $33.8K - $37.4K
6.02K $1.03M
VGT
Vanguard Information Technolog

ETFs
12
+ 6.0%
$543.24 - $646.34 $6.52K - $7.76K
212 $115K
ACN
Accenture PLC

Technology
24
+ 5.7%
$300.91 - $398.25 $7.22K - $9.56K
445 $138K
PNC
Pnc Financial Services Group, Inc.

Financial Services
3
+ 0.44%
$168.84 - $202.89 $507 - $609
687 $120K
TGT
Target Corp

Consumer Defensive
15
+ 3.88%
$103.65 - $142.5 $1.55K - $2.14K
402 $41K
SOUN
Soundhound Ai, Inc.

Technology
291
+ 22.03%
$8.12 - $20.62 $2.36K - $6K
1.61K $13K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
13
+ 0.6%
$120.24 - $134.3 $1.56K - $1.75K
2.19K $266K
TXG
10x Genomics, Inc.

Healthcare
740
+ 21.96%
$8.73 - $16.31 $6.46K - $12.1K
4.11K $35K
LUMN
Lumen Technologies, Inc.

Communication Services
20
+ 0.19%
$3.92 - $5.92 $78.4 - $118
10.4K $40K
CCL
Carnival Corp

Consumer Cyclical
100
+ 3.17%
$19.08 - $28.49 $1.91K - $2.85K
3.25K $63K
EMR
Emerson Electric CO

Industrials
132
+ 5.95%
$108.64 - $131.17 $14.3K - $17.3K
2.35K $257K
BCO
Brinks CO

Industrials
5.13K
+ 7.33%
$83.39 - $96.29 $428K - $494K
75.1K $6.47M
FPE
First Tr Pfd Secs & Income ETF

ETFs
746
+ 0.25%
$17.53 - $17.87 $13.1K - $13.3K
304K $5.35M
DIS
Walt Disney CO

Communication Services
226
+ 5.56%
$96.87 - $114.0 $21.9K - $25.8K
4.29K $423K
KKR
Kkr & Co. Inc.

Financial Services
1
+ 0.1%
$108.17 - $167.07 $108 - $167
988 $114K
CRM
Salesforce, Inc.

Technology
8
+ 1.4%
$268.36 - $359.95 $2.15K - $2.88K
580 $155K
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
2.5K
+ 0.97%
$20.2 - $20.86 $50.6K - $52.2K
261K $5.26M
JOBY
Joby Aviation, Inc.

Industrials
300
+ 1.38%
$5.99 - $10.27 $1.8K - $3.08K
22.1K $132K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
56
+ 0.29%
$48.06 - $53.73 $2.69K - $3.01K
19.1K $929K
MRK
Merck & Co., Inc.

Healthcare
81
+ 1.31%
$83.01 - $101.02 $6.72K - $8.18K
6.27K $562K
HPE
Hewlett Packard Enterprise CO

Technology
1.09K
+ 8.31%
$14.77 - $24.42 $16K - $26.5K
14.1K $218K
OMC
Omnicom Group Inc.

Communication Services
7.8K
+ 3.45%
$79.43 - $88.34 $619K - $689K
234K $19.4M
AVGO
Broadcom Inc.

Technology
165
+ 11.18%
$167.43 - $244.7 $27.6K - $40.4K
1.64K $274K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
554
+ 2.64%
$40.03 - $46.81 $22.2K - $25.9K
21.5K $873K
HD
Home Depot, Inc.

Consumer Cyclical
32
+ 0.77%
$347.25 - $424.87 $11.1K - $13.6K
4.16K $1.53M
ST
Sensata Technologies Holding PLC

Technology
6.92K
+ 8.39%
$24.27 - $30.0 $168K - $207K
89.3K $2.17M
PFFA
Etfis Ser Tr I

ETFs
1.55K
+ 0.64%
$21.36 - $22.3 $33.2K - $34.6K
244K $5.22M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
9.03K
+ 2.13%
$25.93 - $29.28 $234K - $264K
433K $11.8M
OKE
Oneok Inc

Energy
211
+ 0.18%
$89.57 - $109.85 $18.9K - $23.2K
119K $11.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.51K
+ 4.99%
$92.45 - $106.69 $140K - $161K
31.8K $2.95M
GOOG
Alphabet Inc.

Communication Services
489
+ 7.93%
$156.06 - $207.71 $76.3K - $102K
6.65K $1.04M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.2K
+ 4.06%
$102.49 - $119.96 $123K - $144K
30.7K $3.21M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
87.3K
+ 8.51%
$16.57 - $18.85 $1.45M - $1.65M
1.11M $18.5M
MSFT
Microsoft Corp

Technology
1.73K
+ 9.43%
$375.39 - $447.2 $648K - $771K
20K $7.52M
SEE
Sealed Air Corp

Consumer Cyclical
6.57K
+ 8.27%
$28.9 - $35.65 $190K - $234K
86K $2.49M
PFE
Pfizer Inc

Healthcare
26.1K
+ 3.42%
$25.01 - $27.13 $654K - $709K
791K $20M
STLA
Stellantis N.V.

Consumer Cyclical
27.4K
+ 8.62%
$11.21 - $14.21 $307K - $389K
345K $3.87M
GPN
Global Payments Inc

Industrials
4.37K
+ 8.38%
$92.18 - $113.03 $402K - $493K
56.4K $5.53M
MTB
M&T Bank Corp

Financial Services
3.82K
+ 3.54%
$170.47 - $201.98 $651K - $771K
112K $20M
CFG
Citizens Financial Group Inc

Financial Services
6.88K
+ 3.19%
$39.73 - $48.36 $273K - $333K
222K $9.11M
LYB
Lyondell Basell Industries N.V.

Basic Materials
9.82K
+ 3.61%
$69.82 - $78.67 $685K - $772K
281K $19.8M
BEN
Franklin Resources Inc

Financial Services
10.2K
+ 1.88%
$18.92 - $22.24 $193K - $227K
554K $10.7M
NVDA
Nvidia Corp

Technology
7.89K
+ 16.51%
$106.98 - $149.43 $844K - $1.18M
55.7K $6.04M
APLE
Apple Hospitality Reit, Inc.

Real Estate
109K
+ 11.99%
$12.87 - $15.85 $1.4M - $1.73M
1.02M $13.1M
GOOGL
Alphabet Inc.

Communication Services
2.25K
+ 5.42%
$154.33 - $206.19 $347K - $463K
43.7K $6.76M
AAPL
Apple Inc.

Technology
6.22K
+ 7.01%
$209.68 - $247.1 $1.3M - $1.54M
95K $21.1M
WDC
Western Digital Corp

Technology
6.15K
+ 8.11%
$40.43 - $72.03 $249K - $443K
82K $3.32M
HTGC
Hercules Capital, Inc.

Financial Services
59.2K
+ 2.1%
$18.01 - $22.0 $1.07M - $1.3M
2.87M $55.2M
AMZN
Amazon Com Inc

Consumer Cyclical
704
+ 1.29%
$190.26 - $242.06 $134K - $170K
55.3K $10.5M
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
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