Holdings
Sound Financial Strategies Group, LLC
As of Jun 30, 2026, Sound Financial Strategies Group, LLC reported 63 positions worth US$24.4M. Largest: Eastgroup Properties, Inc., Nvidia Corporation and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Eastgroup Properties, Inc. | 12,551 | US$2.54M | no change | Jun 30, 2026 |
| Nvidia Corporation | 6,289 | US$1.26M | +474 | Jun 30, 2026 |
| Apple Inc | 3,872 | US$1.12M | no change | Jun 30, 2026 |
| Caterpillar, Inc. | 541 | US$576K | −6 | Jun 30, 2026 |
| Microsoft Corp. | 1,432 | US$534K | −7 | Jun 30, 2026 |
| Procter & Gamble Company (the) | 3,595 | US$527K | +704 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 1,474 | US$527K | −13 | Jun 30, 2026 |
| Micron Technology, Inc. | 352 | US$406K | new | Jun 30, 2026 |
| Amazon.com, Inc. | 1,646 | US$392K | no change | Jun 30, 2026 |
| Nextera Energy, Inc. | 4,448 | US$390K | +74 | Jun 30, 2026 |