Sound Income Strategies, LLC Buys Sound Enhanced Fixed Income ETF, Medical Properties Trust ...
Investment company Sound Income Strategies, LLC (Current Portfolio) buys Sound Enhanced Fixed Income ETF, Medical Properties Trust Inc, Newell Brands Inc, Patterson Inc, International Business Machines Corp, sells Lockheed Martin Corp, , Innovator S&P Investment Grade Preferred ETF, Compass Minerals International Inc, National Health Investors Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Sound Income Strategies, LLC. As of 2021Q4, Sound Income Strategies, LLC owns 883 stocks with a total value of $850 million. These are the details of the buys and sells.
New Purchases: GPS, EWRE, IRT, VTIP, VDC, TCPC, ENPH, PDI, PNR, EARN, NEP, CZR, KEYS, DFIN, CTVA, AOUT, RIVN, IEFA, SCHA, SCHM, SPLG, SPYG, VBK, VEU, VPU, XLK, TRV, AN, CTIC, CLF, DVN, DXCM, DOV, FCX, INTU, MTB, NTAP, SWBI, AHT, UAA, WST, XEL, PNNT, TAK, WFCPL.PFD, STWD, GNRC, FRC, NMFC, APTV,
Added Positions: SDEF, MPW, NWL, EMHY, PCY, PDCO, SJNK, IBM, ANGL, FALN, XRX, SDEI, HYLB, JNK, HYEM, GPN, GBDC, OHI, SHYG, TAP, WHF, GNL, PLYM, PSK, T, GMRE, MGP, PFFD, PFXF, PGF, PGX, SPG, PFLT, SRC, ENB, ABBV, ARCC, BCO, HRB, VTRS, NYCB, GEF.B, HTGC, HBI, LYB, TSLX, BEN, OMC, VLO, PBCT, TPVG, FHN, IP, NWE, WBA, FB, DOW, VNQ, XLRE, AMZN, AAPL, BAC, ETR, GOOGL, MSM, NFLX, OKE, MMM, CSWC, MRK, MSFT, PRU, O, WRK, SO, WDC, TSLA, SYF, IWM, PAUG, SCHD, SPY, VOO, APD, MO, AEP, AMT, AMGN, ADP, BK, BLK, BA, VIAC, CVS, CAH, CCL, CAT, CMCSA, COP, COST, DD, DUK, EXC, XOM, F, GD, GPC, GPI, PEAK, HD, HBAN, ITW, INTC, JPM, JCI, KMB, KRG, MMC, NVDA, OXY, PPL, PG, SRE, TGT, OXSQ, TXN, USB, VTR, VZ, VNO, WMT, DIS, WM, ANTM, WFC, WMB, IQI, FSLR, DAL, BX, OPI, SBRA, MOS, PSX, LDP, NCLH, DOC, TWTR, AMC, FSK, BABA, CC, PYPL, CGBD, BHF, BYND, ORCC, CARR, OTIS, OGN, ARKK, BMAR, DLN, DTD, DVY, EWZ, GDX, GLD, GLDM, GVI, IJH, IJR, ITOT, IVW, SHY, SIL, TIP, TLT, VYM, XLI,
Reduced Positions: LMT, CMP, NHI, CSCO, PFE, CR, GM, IVV, JNJ, IGLB, MAIN, HPQ, NSC, IG, QQQ, REZ, AMD, BRK.B, AWF, DNP, GOOG, BBRE, BIZD, FPEI, ILTB, IUSB, IWX, PFF, SPLB, USIG, VMBS, CB, NLY, AMAT, ARWR, BMY, SCHW, CVX, CI, C, NNN, D, EW, EQIX, FRT, FE, FISV, FVE, GIS, GILD, GS, HON, MTCH, IRM, LRCX, MAS, MCD, MDT, NUE, PAYX, PLUG, QCOM, SIRI, SBUX, TROW, TSM, UL, UPS, URI, X, WPC, UTF, MA, PM, DG, EXPI, KMI, DFP, KNOP, BANX, AAL, CGC, CRSP, MRNA, AGG, CFO, CWB, EFA, EFG, EFV, ESEB, HYG, IEF, IEMG, IWS, IWY, JPST, SCZ, SPDV, VEA, VGIT, VGLT, VGSH, VTI, VTWO, VWO,
Sold Out: CXP, EPRF, SLVM, RAVN, FIV, ZG, RPAI, PCI, CYBR, STOR, NVCR, TRIL, MAXN, ABNB, BSCL, IHAK, VXUS, SSNC, ATVI, AGNC, JDD, DK, SPWR, MSA, MDP, JBLU, ILMN, AJRD, DE, CLX, CRUS, ARLP,
For the details of Sound Income Strategies, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/sound+income+strategies%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Sound Income Strategies, LLC
iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) - 1,081,764 shares, 5.77% of the total portfolio. Shares added by 2.10%
VanEck Emerging Markets High Yield Bond ETF (HYEM) - 1,855,192 shares, 4.89% of the total portfolio. Shares added by 4.57%
Invesco Emerging Markets Sovereign Debt ETF (PCY) - 1,409,344 shares, 4.37% of the total portfolio. Shares added by 8.16%
BTC iShares J.P. Morgan EM High Yield Bond ETF (EMHY) - 838,472 shares, 4.25% of the total portfolio. Shares added by 8.39%
Ares Capital Corp (ARCC) - 1,680,817 shares, 4.19% of the total portfolio. Shares added by 1.51%
New Purchase: Gap Inc (GPS)
Sound Income Strategies, LLC initiated holding in Gap Inc. The purchase prices were between $15.98 and $25.5, with an estimated average price of $20.79. The stock is now traded at around $18.430000. The impact to a portfolio due to this purchase was 0.18%. The holding were 86,988 shares as of 2021-12-31.
New Purchase: Invesco S&P 500 Equal Weight Real Estate ETF (EWRE)
Sound Income Strategies, LLC initiated holding in Invesco S&P 500 Equal Weight Real Estate ETF. The purchase prices were between $36.85 and $42.25, with an estimated average price of $39.45. The stock is now traded at around $41.040000. The impact to a portfolio due to this purchase was 0.07%. The holding were 13,602 shares as of 2021-12-31.
New Purchase: Independence Realty Trust Inc (IRT)
Sound Income Strategies, LLC initiated holding in Independence Realty Trust Inc. The purchase prices were between $20.65 and $25.83, with an estimated average price of $23.75. The stock is now traded at around $23.710000. The impact to a portfolio due to this purchase was 0.04%. The holding were 11,875 shares as of 2021-12-31.
New Purchase: Vanguard Short-Term Inflation-Protected Securities (VTIP)
Sound Income Strategies, LLC initiated holding in Vanguard Short-Term Inflation-Protected Securities. The purchase prices were between $50.87 and $51.64, with an estimated average price of $51.18. The stock is now traded at around $51.130000. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,026 shares as of 2021-12-31.
New Purchase: Vanguard Consumer Staples ETF (VDC)
Sound Income Strategies, LLC initiated holding in Vanguard Consumer Staples ETF. The purchase prices were between $177.95 and $199.88, with an estimated average price of $187.56. The stock is now traded at around $199.460000. The impact to a portfolio due to this purchase was 0.01%. The holding were 600 shares as of 2021-12-31.
New Purchase: Vanguard Utilities ETF (VPU)
Sound Income Strategies, LLC initiated holding in Vanguard Utilities ETF. The purchase prices were between $138.72 and $156.4, with an estimated average price of $146.79. The stock is now traded at around $152.600000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 200 shares as of 2021-12-31.
Added: Sound Enhanced Fixed Income ETF (SDEF)
Sound Income Strategies, LLC added to a holding in Sound Enhanced Fixed Income ETF by 55.22%. The purchase prices were between $20.44 and $21.05, with an estimated average price of $20.74. The stock is now traded at around $20.870000. The impact to a portfolio due to this purchase was 0.7%. The holding were 792,847 shares as of 2021-12-31.
Added: Medical Properties Trust Inc (MPW)
Sound Income Strategies, LLC added to a holding in Medical Properties Trust Inc by 667.51%. The purchase prices were between $19.72 and $23.63, with an estimated average price of $21.47. The stock is now traded at around $23.740000. The impact to a portfolio due to this purchase was 0.47%. The holding were 192,499 shares as of 2021-12-31.
Added: Newell Brands Inc (NWL)
Sound Income Strategies, LLC added to a holding in Newell Brands Inc by 62682.38%. The purchase prices were between $20.57 and $24.47, with an estimated average price of $22.58. The stock is now traded at around $23.680000. The impact to a portfolio due to this purchase was 0.34%. The holding were 131,843 shares as of 2021-12-31.
Added: Patterson Companies Inc (PDCO)
Sound Income Strategies, LLC added to a holding in Patterson Companies Inc by 6573.94%. The purchase prices were between $27.4 and $34, with an estimated average price of $31.28. The stock is now traded at around $28.420000. The impact to a portfolio due to this purchase was 0.31%. The holding were 88,363 shares as of 2021-12-31.
Added: International Business Machines Corp (IBM)
Sound Income Strategies, LLC added to a holding in International Business Machines Corp by 53.79%. The purchase prices were between $115.81 and $138.13, with an estimated average price of $125.15. The stock is now traded at around $134.760000. The impact to a portfolio due to this purchase was 0.29%. The holding were 53,677 shares as of 2021-12-31.
Added: Sound Equity Income ETF (SDEI)
Sound Income Strategies, LLC added to a holding in Sound Equity Income ETF by 22.27%. The purchase prices were between $24.18 and $26.05, with an estimated average price of $25.08. The stock is now traded at around $27.070900. The impact to a portfolio due to this purchase was 0.28%. The holding were 501,854 shares as of 2021-12-31.
Sold Out: (CXP)
Sound Income Strategies, LLC sold out a holding in . The sale prices were between $19.05 and $19.28, with an estimated average price of $19.16.
Sold Out: Innovator S&P Investment Grade Preferred ETF (EPRF)
Sound Income Strategies, LLC sold out a holding in Innovator S&P Investment Grade Preferred ETF. The sale prices were between $23.36 and $24.23, with an estimated average price of $23.79.
Sold Out: Sylvamo Corp (SLVM)
Sound Income Strategies, LLC sold out a holding in Sylvamo Corp. The sale prices were between $24.8 and $33.1, with an estimated average price of $29.08.
Sold Out: (RAVN)
Sound Income Strategies, LLC sold out a holding in . The sale prices were between $57.58 and $58.08, with an estimated average price of $57.83.
Sold Out: Deere & Co (DE)
Sound Income Strategies, LLC sold out a holding in Deere & Co. The sale prices were between $329 and $367.86, with an estimated average price of $348.32.
Sold Out: MSA Safety Inc (MSA)
Sound Income Strategies, LLC sold out a holding in MSA Safety Inc. The sale prices were between $139.55 and $155.76, with an estimated average price of $150.1.
Here is the complete portfolio of Sound Income Strategies, LLC. Also check out:
1. Sound Income Strategies, LLC's Undervalued Stocks
2. Sound Income Strategies, LLC's Top Growth Companies, and
3. Sound Income Strategies, LLC's High Yield stocks
4. Stocks that Sound Income Strategies, LLC keeps buyingThis article first appeared on GuruFocus.
