Fund HoldingsSound Financial Strategies Group, LLC

Total Portfolio Value
$118.26M
Total Bought
$12.26M
Total Sold
$7.87M
Net Transaction
+$4.39M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
ISHARES TR0145,123+145,123013,89811.75%+13,898
EVERSOURCE ENERGY(ES)011,330+11,33007210.61%+721
FACTSET RESH SYS INC(FDS)01,556+1,55606960.59%+696
CARDINAL HEALTH INC(CAH)1,7045,493+3,7892359230.78%+688
WALMART INC(WMT)2,3618,218+5,8572078040.68%+596
ERIE INDTY CO(ERIE)01,649+1,64905720.48%+572
ISHARES TR64,10069,560+5,4606,4537,0045.92%+551
SPDR SERIES TRUST
ST STR BL 12 ETF
6,68711,930+5,2436651,1861.00%+521
PROCTER AND GAMBLE CO(PG)1,2464,234+2,9882126750.57%+462
CLOROX CO DEL(CLX)1,3974,866+3,4692065840.49%+379
ISHARES BITCOIN TRUST ETF(IBIT)15,79218,151+2,3597391,1110.94%+372
VANGUARD INDEX FDS0960+96002730.23%+273
NVIDIA CORPORATION(NVDA)01,620+1,62002560.22%+256
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
11,13310,714-4191,2591,4891.26%+230
EMERSON ELEC CO(EMR)6,1626,608+4466768810.75%+205
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
22,96821,392-1,5762,1312,3361.98%+205
EXPEDITORS INTL WASH INC(EXPD)4,6526,522+1,8705597450.63%+186
NORTHERN LTS FD TR IV
INSPIRE INTL ETF
115,476108,586-6,8903,5503,7213.15%+171
INTERNATIONAL BUSINESS MACHS(IBM)2,8592,955+967118710.74%+160
TIMOTHY PLAN127,826118,577-9,2493,6753,8293.24%+154
NORTHERN LTS FD TR IV
INSPIRE 500 ETF
13,42912,692-7372,7602,9102.46%+151
PENTAIR PLC(PNR)8,0968,357+2617088580.73%+150
DOVER CORP(DOV)3,7174,226+5096537740.65%+121
FIRST TR EXCHANGE-TRADED FD18,07716,809-1,2682,1862,2941.94%+108
ISHARES TR
MSCI USA MMENTM
4,5794,273-3069261,0270.87%+101
VANGUARD INTL EQUITY INDEX F5,1325,137+55936900.58%+97
SPDR S&P 500 ETF TR(SPY)1,3291,353+247438360.71%+93
GLOBAL X FDS
DATA CTR DIG ETF
45,11243,869-1,2437348180.69%+84
VANGUARD INTL EQUITY INDEX F20,29019,581-7098219040.76%+83
CINTAS CORP(CTAS)3,6503,719+697508290.70%+79
FASTENAL CO(FAST)9,85820,016+10,1587648410.71%+76
ECOLAB INC(ECL)2,8082,922+1147127870.67%+75
SMUCKER J M CO(SJM)4,6906,355+1,6655556240.53%+69
GENERAL DYNAMICS CORP(GD)2,9753,006+318118770.74%+66
ISHARES TR
US INFRASTRUC
28,75727,658-1,0991,2961,3601.15%+64
S&P GLOBAL INC(SPGI)1,3941,457+637087680.65%+60
ISHARES TR4,6544,666+124655230.44%+57
GRAINGER W W INC(GWW)744758+147357890.67%+54
VANGUARD INDEX FDS3,5353,522-137848350.71%+51
SPDR INDEX SHS FDS
ST PORT MARK ETF
14,01514,084+695526020.51%+50
ISHARES TR11,80011,745-556957460.63%+50
ABBOTT LABS5,5265,733+2077337800.66%+47
ISHARES TR7,4737,422-517818110.69%+30
SYSCO CORP(SYY)10,02810,325+2977537820.66%+30
AUTOMATIC DATA PROCESSING IN2,3892,460+717307590.64%+29
CINCINNATI FINL CORP(CINF)5,4135,554+1418008270.70%+28
ISHARES TR
CORE DIV GRWTH
20,36020,051-3091,2581,2821.08%+24
SPDR GOLD TR(GLD)1,4281,420-84114330.37%+21
LINDE PLC(LIN)1,6131,635+227517670.65%+16
ATMOS ENERGY CORP(ATO)4,9695,062+937687800.66%+12
SHERWIN WILLIAMS CO(SHW)2,1392,200+617477550.64%+8
MEDTRONIC PLC(MDT)8,2428,580+3387417480.63%+7
NEXTERA ENERGY INC(NEE)10,34810,672+3247347410.63%+7
ISHARES TR
MSCI USA QLT FCT
055+550100.01%+10
AIR PRODS & CHEMS INC2,3332,461+1286886940.59%+6
FEDERAL RLTY INVT TR NEW(FRT)6,9817,218+2376836860.58%+3
GLOBAL X FDS
RBTCS ARTFL INTE
506522+1614170.01%+3
GLOBAL X FDS
ARTIFICIAL ETF
425409-1615180.02%+2
REALTY INCOME CORP(O)03,663+3,66302110.18%+211
SPDR SERIES TRUST
ST STR BLO 1 ETF
9,0909,09008348340.71%0
TIMOTHY PLAN406406010100.01%-0
AMCOR PLC(AMCR)71,55375,087+3,5346946900.58%-4
COLGATE PALMOLIVE CO(CL)8,1248,304+1807617550.64%-6
VANGUARD INDEX FDS130-1370-7
TIMOTHY PLAN66,95263,099-3,8532,8412,8332.40%-8
VANGUARD INDEX FDS600-60100-10
ROPER TECHNOLOGIES INC(ROP)1,2921,325+337627510.64%-11
VANGUARD INDEX FDS1360-136120-12
NORTHERN LTS FD TR IV
INSPIRE SML/ MID
47,15744,884-2,2731,6091,5951.35%-14
C H ROBINSON WORLDWIDE INC(CHRW)7,3387,667+3297517360.62%-16
TIMOTHY PLAN44,75642,392-2,3641,6571,6401.39%-18
STRATEGY SHS
EVEN HIGH DI ETF
45,94144,193-1,7481,1431,1230.95%-21
PACER FDS TR
INDUSTRIAL RELET
21,95321,297-6568127880.67%-24
AFLAC INC(AFL)7,1337,290+1577937690.65%-24
ESSEX PPTY TR INC(ESS)2,4862,578+927627310.62%-32
MCCORMICK & CO INC(MKC)9,0149,359+3457427100.60%-32
CHUBB LIMITED
COM
2,7182,715-38217870.67%-34
INVESCO EXCH TRADED FD TR II14,00313,883-1201,0461,0110.85%-35
MCDONALDS CORP(MCD)2,4242,465+417577200.61%-37
COHEN & STEERS QUALITY INCOM(RQI)95,62492,857-2,7671,2011,1560.98%-45
TIMOTHY PLAN31,20429,862-1,3421,1741,1290.95%-45
KIMBERLY-CLARK CORP(KMB)5,2825,472+1907517050.60%-46
CATERPILLAR INC(CAT)2,1811,715-4667196660.56%-54
PROSHARES TR
S&P 500 DV ARIST
12,65912,307-3521,2931,2391.05%-54
EXXON MOBIL CORP6,5106,609+997747120.60%-62
CHURCH & DWIGHT CO INC(CHD)6,8877,116+2297586840.58%-74
KENVUE INC(KVUE)31,87432,868+9947646880.58%-76
BROWN & BROWN INC(BRO)6,6206,714+948247440.63%-79
CONSOLIDATED EDISON INC(ED)7,5017,263-2388307290.62%-101
CHEVRON CORP NEW(CVX)5,1075,255+1488547520.64%-102
ALPS ETF TR
ALERIAN MLP
25,87624,957-9191,3441,2191.03%-125
ILLINOIS TOOL WKS INC(ITW)2,8132,203-6106985450.46%-153
HORMEL FOODS CORP(HRL)24,59918,581-6,0187615620.48%-199
VANGUARD INDEX FDS960352-6083561540.13%-202
LOWES COS INC(LOW)3,1372,343-7947325200.44%-212
ABBVIE INC(ABBV)1,0420-1,0422180-218
VANGUARD INTL EQUITY INDEX F17,4367,350-10,0867893640.31%-426
STANLEY BLACK & DECKER INC(SWK)6,2090-6,2094770-477
GENUINE PARTS CO(GPC)4,2780-4,2785100-510
PEPSICO INC(PEP)3,4380-3,4385150-515
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