Sound Income Strategies
Latest statistics and disclosures from Sound Income Strategies's latest quarterly 13F-HR filing:
- Top 5 stock holdings are HTGC, TSLX, ARCC, GBDC, OBDC, and represent 15.07% of Sound Income Strategies's stock portfolio.
- Added to shares of these 10 stocks: ES (+$16M), PEP (+$11M), WEN (+$8.7M), XEMD (+$5.9M), PGHY (+$5.9M), NSA (+$5.6M), DOW (+$5.2M), AHH, DNB, PFLT.
- Started 158 new stock positions in CORP, BTCS, DON, HOOD, BTE, IBRX, BSCS, DX, PFD, KMLM.
- Reduced shares in these 10 stocks: KVUE (-$13M), T (-$12M), EFIX (-$11M), EIX (-$9.6M), IBM (-$8.0M), WBA (-$5.5M), OHI (-$5.0M), PK, IBND, HRB.
- Sold out of its positions in AES, SIVR, AVAV, A, ACI, ARE, KORP, AMKR, ARI, BBIO.
- Sound Income Strategies was a net buyer of stock by $87M.
- Sound Income Strategies has $1.7B in assets under management (AUM), dropping by 4.73%.
- Central Index Key (CIK): 0001730960
Tip: Access up to 7 years of quarterly data
Positions held by Sound Income Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Sound Income Strategies
Sound Income Strategies holds 1558 positions in its portfolio as reported in the March 2025 quarterly 13F filing
Sound Income Strategies has 1558 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Sound Income Strategies March 31, 2025 positions
- Download the Sound Income Strategies March 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Hercules Technology Growth Capital (HTGC) | 3.3 | $55M | +2% | 2.9M | 19.21 |
|
| Sixth Street Specialty Lending (TSLX) | 3.1 | $53M | +2% | 2.4M | 22.38 |
|
| Ares Capital Corporation (ARCC) | 3.1 | $53M | +2% | 2.4M | 22.16 |
|
| Golub Capital BDC (GBDC) | 2.8 | $48M | +4% | 3.2M | 15.14 |
|
| Owl Rock Capital Corporation (OBDC) | 2.7 | $46M | +4% | 3.2M | 14.66 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 2.6 | $44M | 1.0M | 42.52 |
|
|
| Vaneck Vectors Etf Tr Emerging Mkts Hi (HYEM) | 2.4 | $41M | 2.1M | 19.65 |
|
|
| Pennantpark Floating Rate Capi (PFLT) | 2.4 | $40M | +7% | 3.6M | 11.19 |
|
| Ishares Jp Mrgn Em Hi Bd (EMHY) | 2.3 | $39M | +2% | 1.0M | 38.23 |
|
| Common Stockblackstone Secd Lending Business Development Company (BXSL) | 2.2 | $38M | +8% | 1.2M | 32.36 |
|
| Tidal Etf Tr Sound Enhanced (FXED) | 2.0 | $34M | 1.9M | 18.13 |
|
|
| Enbridge (ENB) | 1.7 | $29M | +3% | 653k | 44.31 |
|
| Citigroup Com New (C) | 1.5 | $26M | +4% | 366k | 70.99 |
|
| First Tr Exchng Traded Fd Vi Tcw Emerging Mkt (EFIX) | 1.4 | $25M | -31% | 1.5M | 16.18 |
|
| At&t (T) | 1.4 | $24M | -34% | 843k | 28.28 |
|
| Tidal Etf Tr Sound Equity Inm (DIVY) | 1.4 | $24M | 923k | 25.61 |
|
|
| Cisco Systems (CSCO) | 1.4 | $23M | +3% | 373k | 61.71 |
|
| Apple (AAPL) | 1.2 | $21M | +7% | 95k | 222.13 |
|
| International Business Machines (IBM) | 1.2 | $21M | -27% | 85k | 248.66 |
|
| Abbvie (ABBV) | 1.2 | $21M | 99k | 209.52 |
|
|
| Greif CL B (GEF.B) | 1.2 | $20M | +3% | 341k | 59.28 |
|
| Pfizer (PFE) | 1.2 | $20M | +3% | 791k | 25.34 |
|
| M&T Bank Corporation (MTB) | 1.2 | $20M | +3% | 112k | 178.75 |
|
| Principal Financial (PFG) | 1.2 | $20M | +3% | 237k | 84.37 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 1.2 | $20M | +3% | 281k | 70.40 |
|
| Omni (OMC) | 1.1 | $19M | +3% | 234k | 82.91 |
|
| Main Street Capital Corporation (MAIN) | 1.1 | $19M | -2% | 335k | 56.56 |
|
| Simon Property (SPG) | 1.1 | $19M | +5% | 112k | 166.08 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 1.1 | $19M | +8% | 1.1M | 16.63 |
|
| Vici Pptys (VICI) | 1.0 | $17M | +7% | 533k | 32.62 |
|
| Realty Income (O) | 1.0 | $17M | +9% | 295k | 58.01 |
|
| Eversource Energy (ES) | 1.0 | $17M | +3061% | 266k | 62.11 |
|
| Gaming & Leisure Pptys (GLPI) | 1.0 | $17M | +8% | 324k | 50.90 |
|
| National Retail Properties (NNN) | 1.0 | $16M | +11% | 385k | 42.65 |
|
| Alpine Income Ppty Tr (PINE) | 0.9 | $16M | +9% | 951k | 16.72 |
|
| Sonoco Products Company (SON) | 0.9 | $16M | +19% | 334k | 47.24 |
|
| National Health Investors (NHI) | 0.9 | $16M | +12% | 213k | 73.86 |
|
| Sponsored Adrgsk Equity Common Stock (GSK) | 0.9 | $16M | +2% | 402k | 38.74 |
|
| Caretrust Reit (CTRE) | 0.9 | $15M | +13% | 523k | 28.58 |
|
| Evergy (EVRG) | 0.9 | $15M | 215k | 68.95 |
|
|
| Perrigo SHS (PRGO) | 0.8 | $14M | +3% | 498k | 28.04 |
|
| Capital Southwest Corporation (CSWC) | 0.8 | $14M | +6% | 616k | 22.32 |
|
| United Parcel Service CL B (UPS) | 0.8 | $14M | +17% | 124k | 109.99 |
|
| Apple Hospitality Reit Com New (APLE) | 0.8 | $13M | +11% | 1.0M | 12.91 |
|
| Dow (DOW) | 0.8 | $13M | +66% | 372k | 34.92 |
|
| Valero Energy Corporation (VLO) | 0.8 | $13M | +3% | 98k | 132.07 |
|
| Oneok (OKE) | 0.7 | $12M | 119k | 99.22 |
|
|
| Pepsi (PEP) | 0.7 | $12M | +1370% | 79k | 149.94 |
|
| Interpublic Group of Companies (IPG) | 0.7 | $12M | +2% | 433k | 27.16 |
|
| Comcorebridge Finl Equity Common Stock (CRBG) | 0.6 | $11M | 340k | 31.57 |
|
|
| Franklin Resources (BEN) | 0.6 | $11M | 554k | 19.25 |
|
|
| Amazon (AMZN) | 0.6 | $11M | 55k | 190.26 |
|
|
| Armada Hoffler Pptys (AHH) | 0.6 | $11M | +58% | 1.4M | 7.51 |
|
| Hasbro (HAS) | 0.6 | $11M | 170k | 61.49 |
|
|
| Organon & Co Common Stock (OGN) | 0.6 | $9.9M | 664k | 14.89 |
|
|
| Whitehorse Finance (WHF) | 0.6 | $9.8M | +4% | 1.0M | 9.65 |
|
| Carter's (CRI) | 0.6 | $9.7M | 237k | 40.90 |
|
|
| Citizens Financial (CFG) | 0.5 | $9.1M | +3% | 222k | 40.97 |
|
| Wendy's/arby's Group (WEN) | 0.5 | $8.7M | +84261% | 596k | 14.63 |
|
| Spdr Ser Tr Bloomberg Brclys (JNK) | 0.5 | $8.6M | 90k | 95.30 |
|
|
| Kraft Heinz (KHC) | 0.5 | $8.6M | +2% | 282k | 30.43 |
|
| H&R Block (HRB) | 0.5 | $7.9M | -22% | 143k | 54.91 |
|
| Microsoft Corporation (MSFT) | 0.4 | $7.5M | +9% | 20k | 375.39 |
|
| Adt (ADT) | 0.4 | $7.2M | +54% | 884k | 8.14 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $6.8M | +5% | 44k | 154.64 |
|
| Brink's Company (BCO) | 0.4 | $6.5M | +7% | 75k | 86.16 |
|
| Molson Coors Beverage CL B (TAP) | 0.4 | $6.2M | +6% | 102k | 60.87 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $6.2M | +15% | 13k | 468.90 |
|
| NVIDIA Corporation (NVDA) | 0.4 | $6.0M | +16% | 56k | 108.38 |
|
| Netflix (NFLX) | 0.4 | $6.0M | -7% | 6.4k | 932.50 |
|
| Bank of New York Mellon Corporation (BK) | 0.4 | $6.0M | +9% | 71k | 83.87 |
|
| Spdr Ser Tr Bloomberg Srt Tr (SJNK) | 0.4 | $6.0M | -2% | 237k | 25.16 |
|
| Jp Morgan Usd Embondbloxx Etf Trust Specialty Bond ETF (XEMD) | 0.3 | $5.9M | NEW | 140k | 42.16 |
|
| Invesco Exch Traded Fd Tr Ii Gbl Srt Trm Hy (PGHY) | 0.3 | $5.9M | NEW | 297k | 19.82 |
|
| Ishares U S Etf Tr Int Rt Hd Long (IGBH) | 0.3 | $5.9M | -2% | 244k | 24.01 |
|
| Proshares Tr Hgh Yld Int Rate (HYHG) | 0.3 | $5.8M | -2% | 91k | 64.05 |
|
| Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH) | 0.3 | $5.8M | -2% | 69k | 85.20 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $5.8M | +63% | 11k | 513.93 |
|
| National Storage Affiliates Com Shs Ben In (NSA) | 0.3 | $5.6M | +17179% | 143k | 39.40 |
|
| Global Payments (GPN) | 0.3 | $5.5M | +8% | 56k | 97.92 |
|
| Berry Plastics (BERY) | 0.3 | $5.5M | +7% | 79k | 69.81 |
|
| Xerox Holdings Corp Com New (XRX) | 0.3 | $5.4M | 1.1M | 4.83 |
|
|
| Global X Fds Glbx Suprinc Etf (SPFF) | 0.3 | $5.4M | +8% | 604k | 8.97 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.3 | $5.3M | 304k | 17.59 |
|
|
| Global X Fds Us Pfd Etf (PFFD) | 0.3 | $5.3M | +4% | 278k | 19.04 |
|
| Spdr Ser Tr Wells Fg Pfd Etf (PSK) | 0.3 | $5.3M | +4% | 163k | 32.39 |
|
| Etf Ser Solutions Aam Lw Dur Pfd (PFLD) | 0.3 | $5.3M | 261k | 20.20 |
|
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.3 | $5.2M | +3% | 467k | 11.22 |
|
| Vaneck Vectors Etf Tr Pfd Secs Ex Finl (PFXF) | 0.3 | $5.2M | +2% | 311k | 16.76 |
|
| Dentsply Sirona (XRAY) | 0.3 | $5.2M | +43% | 348k | 14.94 |
|
| Etfis Ser Tr I Virtus Infrcap (PFFA) | 0.3 | $5.2M | 244k | 21.21 |
|
|
| LKQ Corporation (LKQ) | 0.3 | $5.1M | +8% | 121k | 42.54 |
|
| Spdr Ser Tr Spdr Bloomberg (BIL) | 0.3 | $4.9M | +90% | 53k | 91.73 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $4.8M | -9% | 8.5k | 561.92 |
|
| Tesla Motors (TSLA) | 0.3 | $4.6M | +8% | 18k | 259.16 |
|
| Sanofi Sponsored Adr (SNY) | 0.2 | $4.1M | +9% | 73k | 55.46 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $4.0M | 4.9k | 825.98 |
|
|
| Prudential Financial (PRU) | 0.2 | $4.0M | +8% | 35k | 111.68 |
|
| ConAgra Foods (CAG) | 0.2 | $3.9M | +8% | 147k | 26.67 |
|
| Tyson Foods Cl A (TSN) | 0.2 | $3.9M | +8% | 61k | 63.81 |
|
| Stellantis SHS (STLA) | 0.2 | $3.9M | +8% | 345k | 11.21 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $3.8M | -4% | 13k | 288.13 |
|
| Dun & Bradstreet Hldgs (DNB) | 0.2 | $3.6M | NEW | 400k | 8.94 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $3.5M | +201% | 6.3k | 559.41 |
|
| Nomad Foods Usd Ord Shs (NOMD) | 0.2 | $3.5M | +9% | 180k | 19.65 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $3.5M | +11% | 6.5k | 532.58 |
|
| Viatris (VTRS) | 0.2 | $3.4M | +81% | 389k | 8.71 |
|
| Western Digital (WDC) | 0.2 | $3.3M | +8% | 82k | 40.43 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $3.2M | +4% | 31k | 104.57 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $3.0M | +4% | 32k | 92.83 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $2.8M | +24% | 29k | 97.48 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $2.7M | +32% | 11k | 245.31 |
|
| Sealed Air (SEE) | 0.1 | $2.5M | +8% | 86k | 28.90 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $2.5M | +2% | 27k | 90.54 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $2.4M | 59k | 41.85 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $2.4M | +380% | 8.7k | 274.83 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $2.4M | +9% | 20k | 118.93 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $2.2M | 22k | 100.67 |
|
|
| Sensata Technologies Hldg Pl SHS (ST) | 0.1 | $2.2M | +8% | 89k | 24.27 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $2.1M | +13187% | 16k | 134.29 |
|
| Wal-Mart Stores (WMT) | 0.1 | $2.0M | -4% | 23k | 87.79 |
|
| J P Morgan Exchange-traded F Equity Premium (JEPI) | 0.1 | $1.9M | +58% | 34k | 57.14 |
|
| Edison International (EIX) | 0.1 | $1.9M | -83% | 32k | 58.92 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $1.8M | +16% | 8.9k | 202.12 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $1.8M | +37% | 5.8k | 308.88 |
|
| McDonald's Corporation (MCD) | 0.1 | $1.7M | 5.6k | 312.39 |
|
|
| Nextera Energy (NEE) | 0.1 | $1.7M | 24k | 70.89 |
|
|
| Etf Opportunities Trust None (FEPI) | 0.1 | $1.7M | +60% | 40k | 41.63 |
|
| Home Depot (HD) | 0.1 | $1.5M | 4.2k | 366.45 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $1.5M | -2% | 15k | 98.92 |
|
| Procter & Gamble Company (PG) | 0.1 | $1.5M | 8.5k | 170.41 |
|
|
| Visa Com Cl A (V) | 0.1 | $1.4M | +5% | 4.1k | 350.45 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $1.4M | +1949% | 9.8k | 146.01 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $1.3M | +11030% | 17k | 78.85 |
|
| UnitedHealth (UNH) | 0.1 | $1.3M | +15% | 2.4k | 523.81 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $1.1M | +944% | 14k | 81.67 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.1 | $1.1M | -12% | 25k | 46.08 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $1.1M | 19k | 58.94 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $1.1M | -63% | 5.8k | 190.59 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.1M | +55% | 3.0k | 370.85 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.0M | +7% | 6.7k | 156.24 |
|
| Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.1 | $1.0M | +31% | 21k | 49.81 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $1.0M | +3% | 6.0k | 170.88 |
|
| Johnson & Johnson (JNJ) | 0.1 | $1.0M | -4% | 6.2k | 165.85 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.0M | +5% | 3.9k | 258.62 |
|
| Sempra Energy (SRE) | 0.1 | $991k | 14k | 71.36 |
|
|
| Cohen & Steers REIT/P (RNP) | 0.1 | $989k | NEW | 45k | 22.07 |
|
| Starbucks Corporation (SBUX) | 0.1 | $979k | 10k | 98.09 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $975k | +8% | 9.8k | 100.00 |
|
| Ir M Taxawarebondbloxx Etf Trust None (TAXX) | 0.1 | $939k | 19k | 50.57 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $932k | +8% | 986.00 | 945.44 |
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 0.1 | $929k | 19k | 48.76 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $920k | +2166% | 3.8k | 244.61 |
|
| Chevron Corporation (CVX) | 0.1 | $918k | -19% | 5.5k | 167.29 |
|
| Bank of America Corporation (BAC) | 0.1 | $913k | -5% | 22k | 41.73 |
|
| Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) | 0.1 | $903k | NEW | 14k | 62.75 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.1 | $898k | NEW | 7.9k | 113.76 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $877k | +2% | 22k | 40.76 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $858k | +21% | 4.3k | 197.44 |
|
| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.1 | $847k | NEW | 4.5k | 186.35 |
|
| Ishares Tr Micro-cap Etf (IWC) | 0.0 | $790k | 7.1k | 110.91 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $776k | +3330% | 13k | 62.10 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $772k | -35% | 1.3k | 607.68 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $717k | -4% | 1.6k | 446.61 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $703k | +1905% | 9.6k | 73.45 |
|
| Verizon Communications (VZ) | 0.0 | $690k | +10% | 15k | 45.36 |
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $669k | +2% | 7.0k | 95.75 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $660k | +3% | 7.7k | 85.97 |
|
| 3M Company (MMM) | 0.0 | $647k | +33% | 4.4k | 146.87 |
|
| Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) | 0.0 | $643k | +483% | 13k | 48.82 |
|
| Ccc Rt Usd Hi Ylbondbloxx Etf Trust Specialty Bond ETF (XCCC) | 0.0 | $638k | +1177% | 17k | 37.84 |
|
| Dbx Etf Tr Xtrackers High (HYUP) | 0.0 | $613k | NEW | 15k | 41.50 |
|
| Panagram Bbb Bseries Portfolios Tr Specialty Bond ETF (CLOZ) | 0.0 | $609k | NEW | 23k | 26.57 |
|
| Patterson Companies (PDCO) | 0.0 | $604k | -13% | 19k | 31.24 |
|
| Philip Morris International (PM) | 0.0 | $591k | +132% | 3.7k | 158.71 |
|
| Spdr Ser Tr Portfli High Yld (SPHY) | 0.0 | $585k | NEW | 25k | 23.42 |
|
| Merck & Co (MRK) | 0.0 | $563k | 6.3k | 89.77 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $562k | +66% | 17k | 34.14 |
|
| AllianceBernstein Global Hgh Incm (AWF) | 0.0 | $554k | 52k | 10.73 |
|
|
| Shslinde Legacy Common Stock (LIN) | 0.0 | $551k | 1.2k | 465.75 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $546k | 7.6k | 71.79 |
|
|
| American Financial (AFG) | 0.0 | $541k | NEW | 4.1k | 131.34 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $537k | +37% | 3.1k | 172.73 |
|
| Caterpillar (CAT) | 0.0 | $530k | -13% | 1.6k | 329.73 |
|
| Coca-Cola Company (KO) | 0.0 | $513k | -28% | 7.2k | 71.62 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $488k | -5% | 3.7k | 132.46 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $473k | +1290% | 5.0k | 93.65 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $468k | +12% | 5.0k | 93.69 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $466k | +19% | 1.1k | 419.90 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $465k | 3.9k | 119.72 |
|
|
| Lowe's Companies (LOW) | 0.0 | $460k | +25% | 2.0k | 233.23 |
|
| Vaneck Vectors Etf Tr Gold Miners Etf (GDX) | 0.0 | $437k | 9.5k | 45.97 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $435k | 5.7k | 75.66 |
|
|
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.0 | $433k | +17% | 8.5k | 50.83 |
|
| Walt Disney Company (DIS) | 0.0 | $424k | +5% | 4.3k | 98.71 |
|
| Comkenvue Equity Common Stock (KVUE) | 0.0 | $423k | -96% | 18k | 23.98 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $421k | +8% | 7.6k | 55.09 |
|
| Unilever Spon Adr New (UL) | 0.0 | $421k | -5% | 7.1k | 59.55 |
|
| Nasdaq Eqt Premj P Morgan Exchange Traded F None (JEPQ) | 0.0 | $414k | +54% | 8.0k | 51.78 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $411k | +28% | 4.9k | 84.40 |
|
| Kinder Morgan (KMI) | 0.0 | $409k | +164% | 14k | 28.53 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $398k | +3% | 3.1k | 128.97 |
|
| Deere & Company (DE) | 0.0 | $396k | +21% | 844.00 | 469.08 |
|
| Oracle Corporation (ORCL) | 0.0 | $389k | -7% | 2.8k | 139.83 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $387k | +5% | 6.4k | 60.99 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $387k | -9% | 2.8k | 140.44 |
|
| AFLAC Incorporated (AFL) | 0.0 | $372k | +2% | 3.3k | 111.19 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $371k | +192% | 12k | 30.73 |
|
| General Dynamics Corporation (GD) | 0.0 | $366k | +2% | 1.3k | 272.65 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $365k | +4% | 665.00 | 548.16 |
|
| Metropcs Communications (TMUS) | 0.0 | $364k | +8% | 1.4k | 266.78 |
|
| California Water Service (CWT) | 0.0 | $349k | 7.2k | 48.46 |
|
|
| Prem Incm 10 Barinnovator Etfs Tr None (APRD) | 0.0 | $349k | NEW | 14k | 24.53 |
|
| Boeing Company (BA) | 0.0 | $347k | -29% | 2.0k | 170.53 |
|
| Common Stockphillips Edison & Co None (PECO) | 0.0 | $345k | -18% | 9.4k | 36.49 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $341k | +213% | 1.5k | 222.15 |
|
| Ameren Corporation (AEE) | 0.0 | $340k | -31% | 3.4k | 100.41 |
|
| Yum! Brands (YUM) | 0.0 | $322k | +3% | 2.0k | 157.33 |
|
| Alliant Energy Corporation (LNT) | 0.0 | $321k | +10% | 5.0k | 64.35 |
|
| Gilead Sciences (GILD) | 0.0 | $320k | +1210% | 2.9k | 112.07 |
|
| Hormel Foods Corporation (HRL) | 0.0 | $318k | +231% | 10k | 30.94 |
|
| Entergy Corporation (ETR) | 0.0 | $313k | -8% | 3.7k | 85.48 |
|
| Ready Cap Corp Com reit (RC) | 0.0 | $308k | +9654% | 61k | 5.09 |
|
| Altria (MO) | 0.0 | $307k | +30% | 5.1k | 60.02 |
|
| TJX Companies (TJX) | 0.0 | $304k | 2.5k | 121.82 |
|
|
| Omega Healthcare Investors (OHI) | 0.0 | $301k | -94% | 7.9k | 38.08 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $300k | -3% | 16k | 18.59 |
|
| Trane Technologies SHS (TT) | 0.0 | $298k | +793% | 885.00 | 337.10 |
|
| Southern Company (SO) | 0.0 | $297k | -56% | 3.2k | 91.96 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $297k | +67% | 2.4k | 122.03 |
|
| Hca Holdings (HCA) | 0.0 | $294k | +30% | 850.00 | 345.74 |
|
| Boston Properties (BXP) | 0.0 | $293k | +14% | 4.4k | 67.19 |
|
| Clorox Company (CLX) | 0.0 | $292k | +165% | 2.0k | 147.25 |
|
| Shs Rep Com Utgrayscale Bitcoin Tr Btc Equity ETF (GBTC) | 0.0 | $291k | 4.5k | 65.17 |
|
|
| Broadcom (AVGO) | 0.0 | $275k | +11% | 1.6k | 167.40 |
|
| Large Cap Valueblackrock Etf Trust None (BLCV) | 0.0 | $271k | 8.3k | 32.47 |
|
|
| Consolidated Edison (ED) | 0.0 | $268k | 2.4k | 110.59 |
|
|
| Leidos Holdings (LDOS) | 0.0 | $268k | -29% | 2.0k | 134.94 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $266k | 2.2k | 121.92 |
|
|
| Arista Networks | 0.0 | $261k | +964% | 3.4k | 77.48 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $260k | +20% | 1.5k | 173.19 |
|
| Amgen (AMGN) | 0.0 | $260k | +6% | 834.00 | 311.64 |
|
| Wp Carey (WPC) | 0.0 | $258k | -2% | 4.1k | 63.11 |
|
| Emerson Electric (EMR) | 0.0 | $258k | +5% | 2.4k | 109.65 |
|
| O'reilly Automotive (ORLY) | 0.0 | $254k | 177.00 | 1432.58 |
|
|
| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.0 | $249k | NEW | 4.4k | 56.85 |
|
| Ross Stores (ROST) | 0.0 | $248k | 1.9k | 127.79 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $248k | -6% | 4.6k | 53.97 |
|
| Eastman Chemical Company (EMN) | 0.0 | $248k | +4% | 2.8k | 88.12 |
|
| Ishares Tr Residential Mult (REZ) | 0.0 | $246k | 2.9k | 86.40 |
|
Past Filings by Sound Income Strategies
SEC 13F filings are viewable for Sound Income Strategies going back to 2017
- Sound Income Strategies 2025 Q1 filed April 17, 2025
- Sound Income Strategies 2024 Q4 filed Jan. 21, 2025
- Sound Income Strategies 2024 Q3 filed Oct. 10, 2024
- Sound Income Strategies 2024 Q2 filed July 12, 2024
- Sound Income Strategies 2024 Q1 filed April 15, 2024
- Sound Income Strategies 2023 Q4 filed Jan. 10, 2024
- Sound Income Strategies 2023 Q3 filed Oct. 12, 2023
- Sound Income Strategies 2023 Q2 filed July 10, 2023
- Sound Income Strategies 2023 Q1 filed April 10, 2023
- Sound Income Strategies 2022 Q4 filed Jan. 11, 2023
- Sound Income Strategies 2022 Q3 filed Oct. 18, 2022
- Sound Income Strategies 2022 Q2 filed July 11, 2022
- Sound Income Strategies 2022 Q1 filed April 11, 2022
- Sound Income Strategies 2021 Q4 filed Jan. 13, 2022
- Sound Income Strategies 2021 Q3 filed Oct. 12, 2021
- Sound Income Strategies 2021 Q2 filed July 13, 2021