Sound Income Strategies, LLC Incresed Positions in Q1 2025

Sound Income Strategies, LLC

  • $1.56 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
448
+ 48.75%
$29.34 - $31.31 $13.1K - $14K
1.37K $40K
CHD
Church & Dwight CO Inc

Consumer Defensive
67
+ 8.0%
$101.42 - $113.2 $6.8K - $7.58K
904 $99K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
628
+ 4186.67%
$19.42 - $19.54 $12.2K - $12.3K
643 $12K
NDSN
Nordson Corp

Industrials
93
+ 10.68%
$200.12 - $224.07 $18.6K - $20.8K
964 $194K
BSX
Boston Scientific Corp

Healthcare
100
+ 312.5%
$89.38 - $106.18 $8.94K - $10.6K
132 $13K
IWR
Ishares Russell Mid Cap ETF

ETFs
128
+ 232.73%
$82.81 - $92.93 $10.6K - $11.9K
183 $15K
IQI
Invesco Quality Municipal Income Trust

Financial Services
1.18K
+ 58.08%
$9.59 - $10.1 $11.3K - $11.9K
3.2K $30K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
180
+ 68.44%
$46.83 - $56.05 $8.43K - $10.1K
443 $23K
MGV
Vanguard Mega Cap Value

ETFs
80
+ 49.08%
$123.61 - $133.01 $9.89K - $10.6K
243 $30K
FIS
Fidelity National Information Services, Inc.

Technology
174
+ 28.71%
$68.12 - $83.42 $11.9K - $14.5K
780 $58K
EW
Edwards Lifesciences Corp

Healthcare
144
+ 496.55%
$67.95 - $76.19 $9.78K - $11K
173 $12K
BXP
Boston Properties Inc

Real Estate
556
+ 14.63%
$63.97 - $74.91 $35.6K - $41.6K
4.36K $292K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
442
+ 138.56%
$22.25 - $23.0 $9.83K - $10.2K
761 $17K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
156
+ 31.58%
$48.65 - $53.06 $7.59K - $8.28K
650 $33K
GIS
General Mills Inc

Consumer Defensive
311
+ 13.18%
$57.56 - $65.3 $17.9K - $20.3K
2.67K $159K
VIG
Vanguard Dividend Appreciation

ETFs
50
+ 4.18%
N/A
1.25K $227K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
61
+ 70.93%
$283.06 - $421.16 $17.3K - $25.7K
147 $41K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
80
+ 26.67%
$203.38 - $274.79 $16.3K - $22K
380 $78K
CCI
Crown Castle International Corp

Real Estate
81
+ 311.54%
$84.33 - $106.39 $6.83K - $8.62K
107 $11K
PDT
John Hancock Premium Dividend Fund

Financial Services
645
+ 33.54%
$12.43 - $13.08 $8.02K - $8.44K
2.57K $33K
MNST
Monster Beverage Corp

Consumer Defensive
140
+ 73.3%
$46.16 - $58.58 $6.46K - $8.2K
331 $19K
F
Ford Motor CO

Consumer Cyclical
649
+ 3.54%
$9.12 - $10.43 $5.92K - $6.77K
19K $190K
TOL
Toll Brothers, Inc.

Consumer Cyclical
112
+ 84.21%
$103.02 - $140.69 $11.5K - $15.8K
245 $25K
ADI
Analog Devices Inc

Technology
43
+ 179.17%
$201.56 - $243.82 $8.67K - $10.5K
67 $13K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
150
+ 375.0%
$46.71 - $52.3 $7.01K - $7.85K
190 $9K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
84
+ 56.38%
$108.02 - $120.45 $9.07K - $10.1K
233 $25K
MAR
Marriott International Inc

Consumer Cyclical
50
+ 46.73%
$237.01 - $304.45 $11.9K - $15.2K
157 $37K
MCK
Mckesson Corp

Healthcare
7
+ 26.92%
$566.21 - $672.99 $3.96K - $4.71K
33 $22K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
829
+ 103.62%
$8.29 - $8.97 $6.87K - $7.44K
1.63K $14K
EXC
Exelon Corp

Utilities
118
+ 45.21%
$37.3 - $46.08 $4.4K - $5.44K
379 $17K
WELL
Welltower Inc.

Real Estate
3
+ 1.18%
$124.05 - $156.86 $372 - $471
258 $39K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
64
+ 7.28%
$42.3 - $53.69 $2.71K - $3.44K
943 $49K
TRGP
Targa Resources Corp.

Energy
33
+ 330.0%
$178.44 - $217.22 $5.89K - $7.17K
43 $8K
INGR
Ingredion Inc

Consumer Defensive
53
+ 407.69%
$125.6 - $137.36 $6.66K - $7.28K
66 $8K
FICO
Fair Isaac Corp

Technology
4
+ 133.33%
$1695.35 - $2030.47 $6.78K - $8.12K
7 $12K
ALL
Allstate Corp

Financial Services
27
+ 40.91%
$180.99 - $210.18 $4.89K - $5.67K
93 $19K
AEP
American Electric Power CO Inc

Utilities
60
+ 90.91%
$90.32 - $109.27 $5.42K - $6.56K
126 $13K
FMC
Fmc Corp

Basic Materials
160
+ 500.0%
$34.54 - $56.38 $5.53K - $9.02K
192 $8K
TMO
Thermo Fisher Scientific Inc.

Healthcare
16
+ 31.37%
$497.6 - $606.74 $7.96K - $9.71K
67 $33K
WU
Western Union CO

Financial Services
684
+ 13.68%
$10.24 - $11.62 $7K - $7.95K
5.68K $60K
CSR
Centerspace

Real Estate
100
+ 178.57%
$60.29 - $66.19 $6.03K - $6.62K
156 $10K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
112
+ 102.75%
$59.15 - $62.71 $6.62K - $7.02K
221 $13K
BE
Bloom Energy Corp

Industrials
407
+ 85.32%
$19.66 - $29.81 $8K - $12.1K
884 $17K
TRV
Travelers Companies, Inc.

Financial Services
16
+ 17.58%
$232.43 - $265.13 $3.72K - $4.24K
107 $28K
NSC
Norfolk Southern Corp

Industrials
22
+ 5.28%
$227.69 - $259.76 $5.01K - $5.71K
439 $103K
AVB
Avalonbay Communities Inc

Real Estate
29
+ 37.66%
$207.86 - $228.08 $6.03K - $6.61K
106 $22K
MSCI
Msci Inc.

Financial Services
11
+ 122.22%
$541.46 - $628.34 $5.96K - $6.91K
20 $11K
EPR
Epr Properties

Real Estate
42
+ 9.35%
$43.98 - $53.81 $1.85K - $2.26K
491 $25K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
383
+ 14.83%
$68.07 - $78.99 $26.1K - $30.3K
2.97K $202K
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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