Sound Income Strategies, LLC Purchases in Q4 2024

Sound Income Strategies, LLC

  • $1.47 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UNM
Unum Group

Financial Services
2
+ 0.48%
$58.88 - $77.07 $118 - $154
421 $30K
FTGC
First Trust Global Tactical CO

ETFs
223
+ 150.68%
$23.23 - $24.25 $5.18K - $5.41K
371 $8K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
263
New
$22.02 - $46.16 $5.79K - $12.1K
263 $5K
NLY
Annaly Capital Management Inc

Real Estate
300
+ 238.1%
$18.3 - $20.28 $5.49K - $6.08K
426 $7K
AMKR
Amkor Technology, Inc.

Technology
200
New
$25.13 - $31.61 $5.03K - $6.32K
200 $5K
AVDV
American Centy ETF Tr Avantis

ETFs
90
+ 52.33%
$63.85 - $70.4 $5.75K - $6.34K
262 $17K
DKNG
Draft Kings Inc.

Consumer Cyclical
140
New
$35.32 - $44.84 $4.94K - $6.28K
140 $5K
MSTR
Microstrategy Inc

Technology
20
New
$162.69 - $473.83 $3.25K - $9.48K
20 $5K
PYPL
Pay Pal Holdings, Inc.

Financial Services
21
+ 4.09%
$77.25 - $91.3 $1.62K - $1.92K
535 $45K
XLG
Invesco Exchange Traded Fd Tr

ETFs
89
+ 61.81%
$46.94 - $51.62 $4.18K - $4.59K
233 $11K
COF
Capital One Financial Corp

Financial Services
7
+ 5.34%
$145.19 - $192.01 $1.02K - $1.34K
138 $24K
MNST
Monster Beverage Corp

Consumer Defensive
72
+ 60.5%
$49.24 - $56.38 $3.55K - $4.06K
191 $10K
FDS
Factset Research Systems Inc

Financial Services
9
+ 180.0%
$449.69 - $495.72 $4.05K - $4.46K
14 $6K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
5
+ 0.54%
$417.69 - $450.94 $2.09K - $2.25K
932 $396K
EXC
Exelon Corp

Utilities
124
+ 90.51%
$36.22 - $40.97 $4.49K - $5.08K
261 $9K
RIG
Transocean Ltd.

Energy
1.17K
New
$3.47 - $4.67 $4.07K - $5.48K
1.17K $4K
MSCI
Msci Inc.

Financial Services
7
+ 350.0%
$569.09 - $635.99 $3.98K - $4.45K
9 $5K
TMO
Thermo Fisher Scientific Inc.

Healthcare
14
+ 37.84%
$501.29 - $612.85 $7.02K - $8.58K
51 $26K
TRP
Tc Energy Corp

Energy
100
New
$44.03 - $50.23 $4.4K - $5.02K
100 $4K
TTWO
Take Two Interactive Software Inc

Communication Services
10
+ 16.13%
$147.66 - $190.46 $1.48K - $1.9K
72 $13K
SMIG
ETF Ser Solutions Aam Bahl Gay

ETFs
140
New
$28.96 - $31.91 $4.05K - $4.47K
140 $4K
BHF
Brighthouse Financial, Inc.

Financial Services
85
+ 4250.0%
$43.95 - $52.91 $3.74K - $4.5K
87 $4K
HSY
Hershey CO

Consumer Defensive
96
+ 18.32%
$168.67 - $193.65 $16.2K - $18.6K
620 $104K
FICO
Fair Isaac Corp

Technology
2
+ 200.0%
$1911.01 - $2382.4 $3.82K - $4.76K
3 $5K
INTC
Intel Corp

Technology
1.29K
+ 20.51%
$19.07 - $26.23 $24.5K - $33.7K
7.55K $151K
CHD
Church & Dwight CO Inc

Consumer Defensive
37
+ 4.63%
$99.11 - $112.25 $3.67K - $4.15K
837 $87K
LFVN
Lifevantage Corp

Consumer Defensive
2
+ 0.3%
$11.34 - $17.85 $22.7 - $35.7
661 $11K
ANDE
Andersons, Inc.

Consumer Defensive
100
New
$39.75 - $50.0 $3.98K - $5K
100 $4K
APP
App Lovin Corp

Technology
13
New
$130.67 - $401.5 $1.7K - $5.22K
13 $4K
FLJP
Franklin Templeton ETF Tr

ETFs
160
New
$28.25 - $30.5 $4.52K - $4.88K
160 $4K
MATX
Matson, Inc.

Industrials
46
+ 13.77%
$131.18 - $167.37 $6.03K - $7.7K
380 $51K
PEGA
Pegasystems Inc

Technology
37
+ 925.0%
$69.42 - $97.28 $2.57K - $3.6K
41 $3K
RWT
Redwood Trust Inc

Real Estate
500
New
$6.44 - $7.7 $3.22K - $3.85K
500 $3K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
131
+ 1310.0%
$22.01 - $66.82 $2.88K - $8.75K
141 $3K
CWB
Spdr Bloomberg Convertible Sec

ETFs
26
+ 5.58%
$76.21 - $82.24 $1.98K - $2.14K
492 $38K
POWL
Powell Industries Inc

Industrials
17
New
$221.65 - $352.37 $3.77K - $5.99K
17 $3K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
166
+ 276.67%
$14.28 - $14.81 $2.37K - $2.46K
226 $3K
NGG
National Grid PLC

Utilities
89
+ 43.2%
$57.68 - $70.03 $5.13K - $6.23K
295 $17K
MKC
Mccormick & CO Inc

Consumer Defensive
51
+ 364.29%
$73.97 - $84.09 $3.77K - $4.29K
65 $4K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
76
New
$47.58 - $48.56 $3.62K - $3.69K
76 $3K
MAS
Masco Corp

Industrials
72
+ 54.14%
$72.52 - $85.73 $5.22K - $6.17K
205 $14K
VDE
Vanguard Energy ETF

ETFs
29
+ 322.22%
$116.67 - $136.78 $3.38K - $3.97K
38 $4K
IFRA
Ishares Tr

ETFs
107
+ 4.45%
$45.94 - $51.71 $4.92K - $5.53K
2.51K $116K
LEGR
First Tr ETF Indxx Innovation

ETFs
78
New
$45.88 - $48.22 $3.58K - $3.76K
78 $3K
ABR
Arbor Realty Trust Inc

Real Estate
519
+ 20.51%
$13.66 - $15.64 $7.09K - $8.12K
3.05K $42K
DAVA
Endava PLC

Technology
100
New
$23.6 - $31.03 $2.36K - $3.1K
100 $3K
TRV
Travelers Companies, Inc.

Financial Services
11
+ 13.75%
$225.97 - $266.66 $2.49K - $2.93K
91 $21K
DECK
Deckers Outdoor Corp

Consumer Cyclical
11
+ 183.33%
$152.04 - $211.12 $1.67K - $2.32K
17 $3K
FAST
Fastenal CO

Industrials
39
+ 1.72%
$69.99 - $84.35 $2.73K - $3.29K
2.31K $165K
Activity Summary
Buys All Purchases 659 New Holdings 178 Increased Positions 481 Sells All Sells 255 Reductions 251 Sold out 4 Options Calls 0 Puts 0
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