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
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.59K
+ 1369.84%
$68.32 - $75.06 $177K - $194K
2.78K $207K
ILCV
Ishares Morningstar Value ETF

ETFs
2.3K
New
$79.37 - $85.24 $183K - $196K
2.3K $185K
CLX
Clorox CO

Consumer Defensive
1.24K
+ 165.55%
$141.76 - $162.89 $175K - $201K
1.98K $291K
OGN
Organon & Co.

Healthcare
12.6K
+ 1.94%
$14.29 - $16.41 $181K - $207K
664K $9.88M
CAG
Conagra Brands Inc.

Consumer Defensive
11.7K
+ 8.63%
$23.9 - $27.67 $279K - $323K
147K $3.92M
VTV
Vanguard Value ETF

ETFs
853
+ 37.84%
$167.73 - $179.21 $143K - $153K
3.11K $530K
MCD
Mcdonalds Corp

Consumer Cyclical
73
+ 1.33%
$279.74 - $321.29 $20.4K - $23.5K
5.57K $1.74M
VZ
Verizon Communications Inc

Communication Services
1.49K
+ 10.86%
$37.81 - $46.49 $56.3K - $69.2K
15.2K $689K
FNDF
Schwab Fundamental Intl Large

ETFs
3.74K
+ 1926.29%
$32.9 - $37.45 $123K - $140K
3.93K $143K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
6.35K
+ 4.05%
$32.41 - $34.01 $206K - $216K
163K $5.3M
PLTR
Palantir Technologies Inc.

Technology
1.07K
+ 28.06%
$64.98 - $124.62 $69.3K - $133K
4.87K $410K
XLI
Industrial Sector Spdr

ETFs
949
+ 229.78%
$128.78 - $141.67 $122K - $134K
1.36K $177K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.81K
+ 54.1%
$51.45 - $58.51 $144K - $164K
8K $414K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
12.4K
+ 4.66%
$19.04 - $20.15 $236K - $249K
278K $5.29M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
3.78K
+ 150.74%
$28.55 - $29.09 $108K - $110K
6.28K $181K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1
+ 0.01%
$34.58 - $45.76 $34.6 - $45.8
9.5K $432K
ITOT
Ishares Core S&P Total U.S. St

ETFs
976
+ 67.13%
$120.29 - $134.6 $117K - $131K
2.43K $296K
IAU
Ishares Gold Trust

ETFs
1.34K
+ 47.2%
$49.74 - $58.96 $66.6K - $78.9K
4.18K $246K
ROK
Rockwell Automation, Inc

Industrials
414
New
$255.29 - $303.75 $106K - $126K
414 $106K
PRU
Prudential Financial Inc

Financial Services
2.91K
+ 8.96%
$105.04 - $122.33 $306K - $356K
35.4K $3.95M
DE
Deere & CO

Industrials
151
+ 21.79%
$408.57 - $509.27 $61.7K - $76.9K
844 $396K
LHX
L3 Harris Technologies, Inc.

Industrials
490
+ 357.66%
$194.65 - $222.86 $95.4K - $109K
627 $131K
MO
Altria Group, Inc.

Consumer Defensive
1.2K
+ 30.81%
$50.81 - $60.02 $61.1K - $72.2K
5.11K $306K
EFG
Msci Eafe Growth ETF

ETFs
733
+ 8.13%
$96.1 - $106.37 $70.4K - $78K
9.75K $975K
COST
Costco Wholesale Corp

Consumer Defensive
80
+ 8.83%
$890.62 - $1076.86 $71.2K - $86.1K
986 $932K
KHC
Kraft Heinz CO

Consumer Defensive
5.84K
+ 2.12%
$28.51 - $32.22 $167K - $188K
282K $8.57M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.84K
+ 638.06%
$53.6 - $58.97 $98.8K - $109K
2.13K $115K
HCA
Hca Healthcare, Inc.

Healthcare
197
+ 30.17%
$296.7 - $345.55 $58.4K - $68.1K
850 $293K
VEA
Vanguard Ftse Developed Market

ETFs
1.28K
+ 17.63%
$47.4 - $52.99 $60.5K - $67.7K
8.52K $436K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
4.46K
+ 18595.83%
$17.15 - $21.07 $76.5K - $94K
4.49K $89K
UGI
Ugi Corp

Utilities
2.68K
+ 3343.75%
$28.0 - $34.16 $74.9K - $91.4K
2.76K $91K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
2.34K
+ 15606.67%
$36.64 - $45.76 $85.8K - $107K
2.36K $88K
FNDE
Schwab Fundamental Emerging Mk

ETFs
2.89K
New
$28.11 - $32.0 $81.2K - $92.5K
2.89K $88K
XLK
Technology Sector Spdr

ETFs
463
+ 164.18%
$206.38 - $242.18 $95.6K - $112K
745 $153K
TMUS
T Mobile Us, Inc.

Communication Services
112
+ 8.95%
$211.3 - $272.83 $23.7K - $30.6K
1.36K $363K
PSA
Public Storage

Real Estate
292
+ 59.35%
$288.99 - $313.98 $84.4K - $91.7K
784 $234K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
3.56K
New
$24.29 - $24.65 $86.5K - $87.8K
3.56K $87K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.07K
+ 190.04%
$77.7 - $78.94 $83K - $84.3K
1.63K $128K
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
4.04K
New
$17.67 - $20.85 $71.4K - $84.3K
4.04K $84K
CMCSA
Comcast Corp

Communication Services
2.27K
+ 66.6%
$33.19 - $38.23 $75.2K - $86.7K
5.67K $209K
FNDX
Schwab Fundamental U S Large C

ETFs
3.56K
+ 96.66%
$23.03 - $25.01 $82K - $89.1K
7.25K $169K
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
2.88K
New
$26.82 - $28.5 $77.3K - $82.2K
2.88K $78K
VNQ
Vanguard Specialized Funds Van

ETFs
667
+ 2.52%
$85.55 - $94.34 $57.1K - $62.9K
27.1K $2.43M
SBUX
Starbucks Corp

Consumer Cyclical
53
+ 0.53%
$91.75 - $115.81 $4.86K - $6.14K
9.98K $978K
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
6.47K
New
$11.09 - $11.43 $71.8K - $74K
6.47K $72K
LOW
Lowes Companies Inc

Consumer Cyclical
398
+ 25.3%
$222.66 - $268.42 $88.6K - $107K
1.97K $459K
HE
Hawaiian Electric Industries Inc

Utilities
6.51K
New
$8.18 - $11.46 $53.3K - $74.6K
6.51K $71K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
178
+ 19.1%
$408.78 - $448.82 $72.8K - $79.9K
1.11K $466K
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.49K
+ 91.78%
$25.69 - $26.78 $64K - $66.7K
5.2K $139K
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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