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
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
688
+ 11.88%
$442.66 - $534.52 $305K - $368K
6.48K $3.45M
SNY
Sanofi

Healthcare
6.07K
+ 9.02%
$48.15 - $59.42 $292K - $361K
73.4K $4.07M
BERY
Berry Global Group, Inc.

Consumer Cyclical
5.78K
+ 7.92%
$64.35 - $73.03 $372K - $422K
78.7K $5.49M
NOMD
Nomad Foods LTD

Consumer Defensive
14.9K
+ 9.04%
$15.61 - $20.54 $233K - $306K
180K $3.53M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
12.1K
+ 3330.77%
$58.01 - $64.46 $703K - $782K
12.5K $780K
CRBG
Corebridge Financial, Inc.

Financial Services
6.02K
+ 1.8%
$29.61 - $34.68 $178K - $209K
340K $10.7M
TAP
Molson Coors Beverage CO

Consumer Defensive
6.43K
+ 6.75%
$52.44 - $62.91 $337K - $404K
102K $6.19M
VTRS
Viatris Inc

Healthcare
174K
+ 81.22%
$8.68 - $12.42 $1.51M - $2.16M
389K $3.38M
JPM
Jpmorgan Chase & CO

Financial Services
2.66K
+ 32.46%
$225.19 - $279.95 $599K - $745K
10.9K $2.66M
JEPI
J P Morgan Exchange Traded Fd

ETFs
12.5K
+ 58.43%
$56.17 - $59.71 $699K - $744K
33.8K $1.91M
TSN
Tyson Foods, Inc.

Consumer Defensive
4.77K
+ 8.44%
$54.27 - $63.81 $259K - $304K
61.3K $3.91M
HYUP
Dbx ETF Tr X Trackers High Bet

ETFs
14.8K
New
$41.37 - $42.53 $611K - $628K
14.8K $613K
XRAY
Dentsply Sirona Inc.

Healthcare
106K
+ 43.7%
$14.93 - $20.31 $1.58M - $2.15M
348K $5.2M
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
15.5K
+ 1177.95%
$37.86 - $39.74 $589K - $618K
16.9K $640K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
25K
New
$23.32 - $23.84 $583K - $596K
25K $585K
AFG
American Financial Group Inc

Financial Services
4.12K
New
$119.82 - $138.45 $494K - $571K
4.12K $541K
BNDX
Vanguard Total International B

ETFs
10.9K
+ 483.61%
$48.33 - $49.5 $528K - $540K
13.2K $643K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
3.88K
New
$117.4 - $131.02 $456K - $509K
3.88K $462K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
12.8K
+ 1.26%
$42.38 - $43.28 $541K - $553K
1.02M $43.6M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.68K
+ 1290.36%
$87.68 - $94.52 $411K - $443K
5.05K $472K
WHF
White Horse Finance, Inc.

Financial Services
48.1K
+ 4.98%
$9.5 - $11.29 $457K - $543K
1.01M $9.78M
XOM
Exxon Mobil Corp

Energy
1.82K
+ 9.95%
$105.44 - $118.93 $192K - $216K
20.1K $2.39M
PM
Philip Morris International Inc.

Consumer Defensive
2.13K
+ 132.73%
$117.15 - $158.79 $249K - $337K
3.73K $591K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.76K
+ 15.49%
$468.34 - $539.52 $826K - $952K
13.2K $6.17M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.58K
+ 37.88%
$307.43 - $357.48 $486K - $566K
5.76K $1.78M
SPG
Simon Property Group Inc

Real Estate
5.91K
+ 5.59%
$159.48 - $187.78 $942K - $1.11M
112K $18.5M
UPS
United Parcel Service Inc

Industrials
18.5K
+ 17.47%
$109.66 - $136.26 $2.03M - $2.52M
124K $13.7M
VUG
Vanguard Growth ETF

ETFs
1.06K
+ 55.98%
$369.1 - $427.61 $392K - $455K
2.96K $1.1M
LLY
Eli Lilly & CO

Healthcare
60
+ 1.25%
$725.72 - $929.72 $43.5K - $55.8K
4.87K $4.03M
RC
Ready Capital Corp

Real Estate
59.9K
+ 9654.52%
$4.9 - $7.05 $293K - $422K
60.5K $307K
GILD
Gilead Sciences, Inc.

Healthcare
2.64K
+ 1210.09%
$89.14 - $117.41 $235K - $310K
2.86K $320K
SPFF
Global X Superincome Preferred

ETFs
48.9K
+ 8.8%
$8.97 - $9.5 $438K - $464K
604K $5.42M
IJS
Ishares S&P Smallcap 600 Value

ETFs
5.53K
+ 24.02%
$96.3 - $112.23 $532K - $620K
28.5K $2.77M
TT
Trane Technologies PLC

Industrials
786
+ 793.94%
$332.0 - $400.86 $261K - $315K
885 $298K
KMI
Kinder Morgan, Inc.

Energy
8.92K
+ 164.5%
$26.1 - $31.22 $233K - $278K
14.3K $409K
XLF
Financial Sector Spdr

ETFs
4.92K
+ 31.19%
$47.32 - $52.19 $233K - $257K
20.7K $1.02M
EPD
Enterprise Products Partners L.P.

Energy
6.6K
+ 67.0%
$31.75 - $34.14 $210K - $225K
16.5K $561K
KRE
Spdr S&P Regional Banking ETF

ETFs
4.37K
New
$55.11 - $65.5 $241K - $286K
4.37K $246K
PFF
Ishares Trust Ishares Pfd And

ETFs
7.94K
+ 192.18%
$30.73 - $32.26 $244K - $256K
12.1K $370K
SOXX
Ishares Semiconductor ETF

ETFs
1.26K
New
$188.17 - $235.81 $236K - $296K
1.26K $236K
ANET
Arista Networks, Inc.

Technology
3.06K
+ 964.04%
$77.48 - $129.82 $237K - $397K
3.37K $261K
FDN
First Tr Fd Dow Jones

ETFs
1.05K
+ 213.47%
$221.38 - $266.86 $232K - $279K
1.54K $341K
HRL
Hormel Foods Corp

Consumer Defensive
7.18K
+ 231.5%
$28.29 - $31.52 $203K - $226K
10.3K $318K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.27K
+ 16.72%
$196.12 - $229.48 $249K - $291K
8.86K $1.79M
MMM
3 M CO

Industrials
1.09K
+ 33.06%
$129.7 - $155.12 $142K - $170K
4.4K $646K
EME
Emcor Group, Inc.

Industrials
583
+ 2332.0%
$361.16 - $535.99 $211K - $312K
608 $224K
V
Visa Inc.

Financial Services
224
+ 5.81%
$306.92 - $362.71 $68.8K - $81.2K
4.08K $1.43M
UNH
Unitedhealth Group Inc

Healthcare
330
+ 15.95%
$461.52 - $548.18 $152K - $181K
2.4K $1.26M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.47K
+ 464.66%
$79.17 - $82.04 $196K - $203K
3K $245K
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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