Sound Income Strategies, LLC Reduced Holdings in Q1 2025

Sound Income Strategies, LLC

  • $1.56 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
-247
- 10.06%
$28.25 - $29.85 $6.98K - $7.37K
2.21K $63K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-66
- 2.31%
$23.16 - $27.04 $1.53K - $1.78K
2.79K $65K
HAL
Halliburton CO

Energy
-290
- 51.06%
$24.15 - $29.9 $7K - $8.67K
278 $7K
FCX
Freeport Mcmoran Inc

Basic Materials
-170
- 15.34%
$34.5 - $43.01 $5.87K - $7.31K
938 $35K
LUV
Southwest Airlines CO

Industrials
-202
- 16.26%
$28.18 - $34.84 $5.69K - $7.04K
1.04K $34K
SKYW
Skywest Inc

Industrials
-7
- 1.4%
$81.46 - $120.92 $570 - $846
494 $43K
VBK
Vanguard Small Cap Growth ETF

ETFs
-15
- 20.27%
$247.97 - $296.33 $3.72K - $4.44K
59 $14K
IXC
Ishares Tr Global Energy ETF

ETFs
-182
- 70.0%
$38.48 - $42.16 $7K - $7.67K
78 $3K
KD
Kyndryl Holdings, Inc.

Technology
-170
- 68.0%
$31.32 - $43.45 $5.32K - $7.39K
80 $2K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
-500
- 25.41%
$7.72 - $9.45 $3.86K - $4.73K
1.47K $11K
EPP
Ishares Inc

ETFs
-131
- 43.23%
$43.24 - $46.56 $5.66K - $6.1K
172 $7K
OWL
Blue Owl Capital Inc.

Financial Services
-181
- 52.16%
$18.49 - $26.68 $3.35K - $4.83K
166 $3K
BOND
Pimco Active Bond Exchange Tra

ETFs
-63
- 58.33%
$89.27 - $92.9 $5.62K - $5.85K
45 $4K
DHI
Horton D R Inc

Consumer Cyclical
-32
- 44.44%
$125.29 - $147.65 $4.01K - $4.72K
40 $5K
LADR
Ladder Capital Corp

Real Estate
-500
- 99.8%
$10.81 - $11.87 $5.41K - $5.94K
1 $0
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-203
- 66.34%
$23.03 - $23.17 $4.68K - $4.7K
103 $2K
IFF
International Flavors & Fragrances Inc

Basic Materials
-55
- 43.31%
$76.48 - $87.72 $4.21K - $4.82K
72 $5K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
-39
- 24.38%
$38.82 - $64.98 $1.51K - $2.53K
121 $4K
TPVG
Triple Point Venture Growth Bdc Corp.

Financial Services
-517
- 27.65%
$6.98 - $8.14 $3.61K - $4.21K
1.35K $9K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-65
- 90.28%
$66.9 - $71.57 $4.35K - $4.65K
7 $0
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-61
- 11.71%
$81.83 - $82.73 $4.99K - $5.05K
460 $38K
BHF
Brighthouse Financial, Inc.

Financial Services
-85
- 97.7%
$45.74 - $62.97 $3.89K - $5.35K
2 $0
PFFV
Global X Variable Rate Preferr

Technology
-195
- 57.69%
$23.51 - $24.14 $4.58K - $4.71K
143 $3K
BBDC
Barings Bdc, Inc.

Financial Services
-248
- 1.91%
$9.36 - $10.78 $2.32K - $2.67K
12.7K $121K
DOV
Dover Corp

Industrials
-8
- 10.0%
$174.65 - $206.43 $1.4K - $1.65K
72 $12K
STX
Seagate Technology Holdings PLC

Technology
-21
- 3.22%
$84.92 - $108.42 $1.78K - $2.28K
631 $53K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-111
- 78.72%
$21.23 - $23.75 $2.36K - $2.64K
30 $0
FLHY
Franklin Templeton ETF Tr Libe

ETFs
-132
- 35.2%
$23.71 - $24.2 $3.13K - $3.19K
243 $5K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-6
- 1.41%
$81.62 - $96.63 $490 - $580
421 $35K
VEU
Vanguard Ftse All World Ex Us

ETFs
-69
- 30.94%
$56.51 - $62.98 $3.9K - $4.35K
154 $9K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
-151
- 27.45%
$26.47 - $29.92 $4K - $4.52K
399 $11K
SCHO
Schwab Short Term Us Treasury

ETFs
-108
- 8.51%
$24.1 - $24.34 $2.6K - $2.63K
1.16K $28K
REZI
Resideo Technologies, Inc.

Industrials
-88
- 84.62%
$16.92 - $23.77 $1.49K - $2.09K
16 $0
RWT
Redwood Trust Inc

Real Estate
-250
- 50.0%
$6.01 - $6.72 $1.5K - $1.68K
250 $1K
MTN
Vail Resorts Inc

Consumer Cyclical
-11
- 55.0%
$153.58 - $184.72 $1.69K - $2.03K
9 $1K
CACI
Caci International Inc

Technology
-4
- 11.76%
N/A
30 $12K
NWE
Northwestern Corp

Utilities
-32
- 24.06%
$51.11 - $57.87 $1.64K - $1.85K
101 $5K
CC
Chemours CO

Basic Materials
-66
- 20.31%
$13.41 - $19.99 $885 - $1.32K
259 $3K
CHTR
Charter Communications, Inc.

Communication Services
-13
- 10.57%
$334.89 - $384.77 $4.35K - $5K
110 $40K
IGLB
Ishares 10+ Year Investment Gr

ETFs
-110
- 2.59%
$48.32 - $51.22 $5.32K - $5.63K
4.13K $207K
LEVI
Levi Strauss & CO

Consumer Cyclical
-103
- 23.3%
$15.59 - $19.22 $1.61K - $1.98K
339 $5K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-30
- 13.27%
$97.25 - $104.79 $2.92K - $3.14K
196 $20K
HYLB
Xtrackers Usd High Yield Corp

ETFs
-44
- 1.54%
$35.96 - $36.72 $1.58K - $1.62K
2.82K $101K
CTVA
Corteva, Inc.

Basic Materials
-143
- 12.39%
$55.94 - $66.15 $8K - $9.46K
1.01K $63K
MDT
Medtronic PLC

Healthcare
-232
- 12.47%
$79.84 - $94.5 $18.5K - $21.9K
1.63K $146K
VGLT
Vanguard Long Term Treasury Et

ETFs
-47
- 33.1%
$53.99 - $58.43 $2.54K - $2.75K
95 $5K
GLW
Corning Inc

Technology
-19
- 3.63%
$44.91 - $54.25 $853 - $1.03K
504 $23K
PLYM
Plymouth Industrial Reit, Inc.

Real Estate
-12
- 2.07%
$16.3 - $17.47 $196 - $210
568 $9K
UL
Unilever PLC

Consumer Defensive
-377
- 5.06%
$54.72 - $60.29 $20.6K - $22.7K
7.07K $421K
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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