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
IYF
Ishares Tr

ETFs
305
New
$107.69 - $119.37 $32.8K - $36.4K
305 $34K
ICE
Intercontinental Exchange, Inc.

Financial Services
51
+ 4.75%
$142.8 - $176.36 $7.28K - $8.99K
1.13K $194K
FE
Firstenergy Corp

Utilities
844
+ 216.97%
$37.95 - $43.5 $32K - $36.7K
1.23K $49K
UNP
Union Pacific Corp

Industrials
127
+ 25.25%
$225.21 - $254.42 $28.6K - $32.3K
630 $148K
PG
Procter & Gamble CO

Consumer Defensive
58
+ 0.68%
$158.56 - $176.26 $9.2K - $10.2K
8.55K $1.46M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
696
+ 60.89%
$47.6 - $51.91 $33.1K - $36.1K
1.84K $88K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
621
+ 8.84%
$54.25 - $57.64 $33.7K - $35.8K
7.65K $421K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
1.19K
New
$26.51 - $28.57 $31.5K - $33.9K
1.19K $32K
SPYG
Spdr Portfolio

ETFs
472
+ 62.6%
$80.05 - $92.39 $37.8K - $43.6K
1.23K $98K
IYJ
Ishares Tr

ETFs
240
+ 171.43%
$127.48 - $142.0 $30.6K - $34.1K
380 $49K
SLB
Schlumberger Limited

Energy
698
+ 265.4%
$38.4 - $43.74 $26.8K - $30.5K
961 $40K
MA
Mastercard Inc

Financial Services
30
+ 4.72%
$504.67 - $576.31 $15.1K - $17.3K
665 $364K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
345
+ 38.76%
$165.25 - $224.62 $57K - $77.5K
1.24K $205K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
761
+ 1522.0%
$33.63 - $37.64 $25.6K - $28.6K
811 $30K
PEG
Public Service Enterprise Group Inc

Utilities
361
+ 105.87%
$78.2 - $90.39 $28.2K - $32.6K
702 $57K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
396
+ 4400.0%
$67.08 - $76.14 $26.6K - $30.2K
405 $29K
ZTS
Zoetis Inc.

Healthcare
164
+ 141.38%
$156.48 - $175.67 $25.7K - $28.8K
280 $46K
XLB
Select Sector Spdr Fd Material

ETFs
232
+ 3.12%
$83.19 - $90.99 $19.3K - $21.1K
7.68K $653K
MPLX
Mplx LP

Energy
175
+ 5.74%
$47.88 - $54.65 $8.38K - $9.56K
3.22K $172K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
151
+ 109.42%
$186.55 - $250.04 $28.2K - $37.8K
289 $58K
IR
Ingersoll Rand Inc.

Industrials
645
+ 26.8%
$79.44 - $94.23 $51.2K - $60.8K
3.05K $244K
XLE
Energy Sector Spdr

ETFs
168
+ 11.21%
$85.7 - $93.96 $14.4K - $15.8K
1.67K $154K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
8K
+ 2.64%
$16.8 - $17.69 $134K - $142K
311K $5.26M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
1K
New
$26.53 - $29.63 $26.6K - $29.7K
1K $26K
CDAY
Ceridian Hcm Holding Inc.

Technology
401
+ 15.9%
N/A
2.92K $188K
BP
Bp PLC

Energy
150
+ 3.01%
$29.93 - $35.31 $4.49K - $5.3K
5.13K $173K
NMIH
Nmi Holdings, Inc.

Financial Services
701
New
$34.46 - $39.13 $24.2K - $27.4K
701 $25K
IYR
Ishares Tr

ETFs
146
+ 2.14%
$89.49 - $98.98 $13.1K - $14.5K
6.98K $661K
PAYX
Paychex Inc

Industrials
85
+ 9.66%
$136.06 - $154.52 $11.6K - $13.1K
965 $148K
MDLZ
Mondelez International, Inc.

Consumer Defensive
168
+ 11.05%
$56.12 - $68.15 $9.43K - $11.4K
1.69K $114K
FNDA
Schwab Fundamental U S Small C

ETFs
1.22K
+ 29.53%
$26.87 - $30.99 $32.8K - $37.9K
5.36K $146K
GM
General Motors CO

Consumer Cyclical
710
+ 43.99%
$45.22 - $54.92 $32.1K - $39K
2.32K $109K
IWD
Ishares Russell 1000 Val ETF

ETFs
128
+ 43.84%
$182.82 - $196.21 $23.4K - $25.1K
420 $78K
BRO
Brown & Brown, Inc.

Financial Services
2
+ 0.18%
$100.54 - $124.4 $201 - $249
1.1K $136K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
157
+ 0.73%
$100.34 - $100.68 $15.8K - $15.8K
21.6K $2.18M
VO
Vanguard Mid Cap ETF

ETFs
192
+ 5.18%
$251.87 - $277.95 $48.4K - $53.4K
3.9K $1M
EQNR
Equinor Asa

Energy
856
+ 725.42%
$22.37 - $26.45 $19.1K - $22.6K
974 $25K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
211
+ 59.44%
$126.86 - $146.45 $26.8K - $30.9K
566 $71K
IBB
Ishares Biotechnology ETF

ETFs
173
+ 961.11%
$130.29 - $140.56 $22.5K - $24.3K
191 $24K
PSX
Phillips 66

Energy
123
+ 19.84%
$113.93 - $131.55 $14K - $16.2K
743 $91K
AL
Air Lease Corp

Industrials
442
New
$43.38 - $51.13 $19.2K - $22.6K
442 $21K
FVD
First Tr Value Line Divid Inde

ETFs
484
New
$42.61 - $45.51 $20.6K - $22K
484 $21K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
426
New
$49.22 - $51.73 $21K - $22K
426 $21K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
535
+ 88.43%
$47.79 - $59.89 $25.6K - $32K
1.14K $57K
DTE
Dte Energy CO

Utilities
1
+ 0.08%
$117.6 - $138.27 $118 - $138
1.19K $164K
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
114
New
$178.65 - $194.73 $20.4K - $22.2K
114 $20K
NLOK
Norton Life Lock Inc.

Technology
971
New
N/A
971 $20K
GD
General Dynamics Corp

Industrials
30
+ 2.29%
$241.94 - $272.58 $7.26K - $8.18K
1.34K $365K
WFC
Wells Fargo & Company

Financial Services
99
+ 1.32%
$66.78 - $81.42 $6.61K - $8.06K
7.6K $545K
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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