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Sound Income Strategies

Latest statistics and disclosures from Sound Income Strategies's latest quarterly 13F-HR filing:

Top 5 stock holdings are TSLX, ARCC, HTGC, GBDC, SHYG, and represent 12.75% of Sound Income Strategies's stock portfolio.
Added to shares of these 10 stocks: TTE (+$18M), DLR (+$15M), DINO (+$14M), RWAY (+$14M), SBRA (+$13M), META (+$12M), AMCR (+$9.5M), QGRW (+$6.0M), GOOG, BKR.
Started 249 new stock positions in FXR, RSPR, SONY, FBRT, BIPC, UAMY, PGJ, SBAR, CRDO, FDV.
Reduced shares in these 10 stocks: APLE (-$13M), AHH (-$7.8M), CSCO, XRX, HTGC, C, IBM, DIVY, BCO, DOW.
Sold out of its positions in HYFI, BTAL, Aberdeen Asia-Pacific Income Fund, ARP, AIRI, AL, ACI, ALGN, BFH, ARLP.
Sound Income Strategies was a net buyer of stock by $95M.
Sound Income Strategies has $1.8B in assets under management (AUM), dropping by 4.91%.
Central Index Key (CIK): 0001730960

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Positions held by Sound Income Strategies consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Sound Income Strategies

Sound Income Strategies holds 1701 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Sound Income Strategies has 1701 total positions. Only the first 250 positions are shown.

Sign up to view all of the Sound Income Strategies Sept. 30, 2025 positions
Download the Sound Income Strategies September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Sixth Street Specialty Lending Cef (TSLX)	2.8	$51M		2.4M	21.05	View chart
Ares Capital Corp Cef (ARCC)	2.6	$47M		2.5M	19.10	View chart
Hercules Capital Cef (HTGC)	2.6	$47M	-6%	2.8M	17.06	View chart
Golub Cap Bdc Cef (GBDC)	2.5	$46M		3.4M	13.49	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	2.3	$43M		1.0M	42.86	View chart
Blue Owl Capital Corporation Cef (OBDC)	2.3	$42M	+2%	3.4M	12.23	View chart
Vaneck Emerging Markets High Yield Bond Etf Etf (HYEM)	2.2	$41M		2.0M	19.99	View chart
Ishares J.p. Morgan Em High Yield Bond Etf Etf (EMHY)	2.2	$40M		1.0M	39.65	View chart
Pennantpark Floating Rate Cap Cef (PFLT)	1.9	$36M	+5%	4.1M	8.63	View chart
Blackstone Secd Lending Cef (BXSL)	1.9	$35M	+6%	1.4M	25.29	View chart
Citigroup Stock (C)	1.9	$35M	-6%	360k	95.92	View chart
Sound Enhanced Fixed Income Etf Etf (FXED)	1.8	$33M	-2%	1.8M	18.09	View chart
Enbridge Stock (ENB)	1.7	$32M	-5%	657k	47.99	View chart
Abbvie Stock (ABBV)	1.3	$24M		105k	230.69	View chart
Cisco Sys Stock (CSCO)	1.3	$23M	-15%	335k	69.96	View chart
Sound Equity Dividend Income Etf Etf (DIVY)	1.3	$23M	-7%	893k	25.67	View chart
At&t Stock (T)	1.2	$23M	-3%	860k	26.10	View chart
Apple Stock (AAPL)	1.2	$22M	-5%	86k	254.04	View chart
Simon Ppty Group Reit (SPG)	1.2	$22M		121k	178.84	View chart
Global X Nasdaq 100 Covered Call Etf Etf (QYLD)	1.1	$21M	+3%	1.2M	17.15	View chart
Pfizer Stock (PFE)	1.1	$21M	-2%	818k	25.24	View chart
Principal Financial Group Stock (PFG)	1.1	$20M		246k	82.69	View chart
Greif Inc Cl B Stock (GEF.B)	1.1	$20M	-8%	333k	60.90	View chart
Eversource Energy Stock (ES)	1.1	$20M	-3%	274k	72.39	View chart
Caretrust Reit Reit (CTRE)	1.1	$20M	+2%	584k	33.81	View chart
Main Str Cap Corp Cef (MAIN)	1.1	$19M	-2%	337k	57.08	View chart
Realty Income Corp Reit (O)	1.0	$19M	+3%	326k	58.66	View chart
Omnicom Group Stock (OMC)	1.0	$19M		243k	77.60	View chart
M & T Bk Corp Stock (MTB)	1.0	$19M	-5%	100k	188.04	View chart
Vici Pptys Reit (VICI)	1.0	$18M	+3%	590k	30.98	View chart
Nnn Reit Reit (NNN)	1.0	$18M	+4%	434k	41.96	View chart
International Business Machs Stock (IBM)	1.0	$18M	-10%	63k	288.23	View chart
GSK Adr (GSK)	1.0	$18M	-4%	412k	43.44	View chart
National Health Invs Reit (NHI)	1.0	$18M	+4%	241k	73.82	View chart
Totalenergies Se Adr (TTE)	1.0	$18M	NEW	300k	58.61	View chart
Evergy Stock (EVRG)	0.9	$17M	-3%	220k	76.69	View chart
Citizens Finl Group Stock (CFG)	0.9	$17M	-3%	323k	51.85	View chart
Gaming & Leisure Pptys Reit (GLPI)	0.9	$17M	+5%	372k	44.91	View chart
Lyondellbasell Industries N V Shs - A - Stock (LYB)	0.9	$16M	+10%	326k	47.67	View chart
Perrigo Stock (PRGO)	0.8	$16M	+35%	718k	21.55	View chart
Digital Rlty Tr Reit (DLR)	0.8	$15M	+27677%	88k	175.21	View chart
Capital Southwest Corp Cef (CSWC)	0.8	$15M	+7%	757k	19.91	View chart
Alpine Income Ppty Tr Reit (PINE)	0.8	$15M	+7%	1.1M	13.32	View chart
Hf Sinclair Corp Stock (DINO)	0.8	$14M	NEW	274k	52.34	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.8	$14M	+8%	168k	85.28	View chart
Amcor Plc Ord Stock (AMCR)	0.8	$14M	+201%	1.8M	7.82	View chart
Valero Energy Corp Stock (VLO)	0.8	$14M		87k	162.01	View chart
Sonoco Prods Stock (SON)	0.8	$14M	-3%	344k	40.43	View chart
Runway Growth Finance Corp Stock (RWAY)	0.8	$14M	NEW	1.4M	9.82	View chart
Franklin Resources Stock (BEN)	0.7	$13M	-2%	567k	23.63	View chart
Sabra Health Care Reit Reit (SBRA)	0.7	$13M	+42486%	721k	17.88	View chart
Hasbro Stock (HAS)	0.7	$13M	-3%	173k	74.64	View chart
Amazon Stock (AMZN)	0.7	$13M		56k	227.74	View chart
Meta Platforms Inc Cl A Stock (META)	0.7	$12M	NEW	17k	733.52	View chart
Bondbloxx Jp Morgan Usd Emerging Markets 1-10 Year Bond Etf Etf (XEMD)	0.7	$12M	+9%	283k	43.71	View chart
Provident Finl Svcs Stock (PFS)	0.7	$12M	+17%	638k	19.23	View chart
Pepsico Stock (PEP)	0.7	$12M	-3%	84k	144.71	View chart
Invesco Global Ex-us High Yield Corporate Bond Etf Etf (PGHY)	0.7	$12M	+11%	615k	19.86	View chart
Oneok Stock (OKE)	0.6	$12M	-2%	165k	71.25	View chart
Microsoft Corp Stock (MSFT)	0.6	$12M	+2%	23k	522.41	View chart
Interpublic Group Cos Stock (IPG)	0.6	$12M	-3%	440k	26.55	View chart
Nvidia Corporation Stock (NVDA)	0.6	$12M	+2%	61k	192.57	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.6	$11M		46k	241.53	View chart
Corebridge Finl Stock (CRBG)	0.6	$11M	-2%	345k	32.18	View chart
Tesla Stock (TSLA)	0.5	$9.3M	+9%	21k	435.54	View chart
Scotts Miracle-gro Co Cl A Stock (SMG)	0.5	$9.1M	-2%	158k	57.77	View chart
Western Digital Corp Stock (WDC)	0.5	$8.8M	-14%	74k	119.70	View chart
Adt Inc Del Stock (ADT)	0.5	$8.3M	+2%	964k	8.63	View chart
Bank New York Mellon Corp Stock (BK)	0.5	$8.3M	+2%	78k	106.82	View chart
Kraft Heinz Stock (KHC)	0.4	$8.2M	-2%	327k	25.04	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.4	$7.9M	+29%	12k	674.54	View chart
Netflix Stock (NFLX)	0.4	$7.2M	-3%	5.8k	1231.03	View chart
Brinks Stock (BCO)	0.4	$7.0M	-21%	62k	113.28	View chart
Wendys Stock (WEN)	0.4	$7.0M	-3%	787k	8.83	View chart
Dow Stock (DOW)	0.4	$6.7M	-22%	304k	22.08	View chart
National Storage Affiliates Tr Com Shs Ben In Reit (NSA)	0.4	$6.5M	-8%	212k	30.77	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.3	$6.4M	+11%	11k	610.71	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.3	$6.2M	+354%	26k	242.21	View chart
Ishares Interest Rate Hedged High Yield Bond Etf Etf (HYGH)	0.3	$6.1M	+5%	71k	86.03	View chart
Wisdomtree U.s. Quality Growth Fund Etf (QGRW)	0.3	$6.0M	NEW	103k	58.27	View chart
Proshares High Yield-interest Rate Hedged Etf Etf (HYHG)	0.3	$6.0M	+3%	93k	64.54	View chart
Ishares Interest Rate Hedged Long-term Corporate Bond Etf Etf (IGBH)	0.3	$5.9M		242k	24.55	View chart
Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK)	0.3	$5.9M		233k	25.34	View chart
Spdr Bloomberg High Yield Bond Etf Etf (JNK)	0.3	$5.8M		60k	96.94	View chart
Whitehorse Fin Cef (WHF)	0.3	$5.7M	-8%	858k	6.68	View chart
Vanguard Russell 2000 Growth Etf Etf (VTWG)	0.3	$5.7M	+79%	24k	238.68	View chart
Dentsply Sirona Stock (XRAY)	0.3	$5.6M	+26%	462k	12.22	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.3	$5.5M	+77%	19k	295.72	View chart
Carlyle Group Stock (CG)	0.3	$5.4M	+2%	92k	59.10	View chart
Invesco S&p Midcap Momentum Etf Etf (XMMO)	0.3	$5.4M	+78%	40k	136.11	View chart
Invesco S&p Smallcap Momentum Etf Etf (XSMO)	0.3	$5.4M	+78%	75k	72.57	View chart
Global Pmts Stock (GPN)	0.3	$5.4M		62k	87.18	View chart
Global X Superincome Preferred Etf Etf (SPFF)	0.3	$5.2M	-6%	560k	9.30	View chart
Molson Coors Beverage Co Cl B Stock (TAP)	0.3	$5.2M	+3%	113k	46.01	View chart
Vaneck Preferred Securities Ex Financials Etf Etf (PFXF)	0.3	$5.0M	-7%	281k	17.90	View chart
First Trust Preferred Securities & Income Etf Etf (FPE)	0.3	$5.0M	-6%	275k	18.27	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.3	$5.0M	-16%	8.1k	617.09	View chart
Invesco Preferred Etf Etf (PGX)	0.3	$5.0M	-6%	431k	11.58	View chart
Virtus Infracap U.s. Preferred Stock Etf Etf (PFFA)	0.3	$4.9M	-6%	229k	21.61	View chart
Spdr Ice Preferred Securities Etf Etf (PSK)	0.3	$4.9M	-6%	151k	32.84	View chart
Global X U.s. Preferred Etf Etf (PFFD)	0.3	$4.9M	-7%	255k	19.40	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.3	$4.9M	+48%	7.3k	671.15	View chart
Aam Low Duration Preferred And Income Securities Etf Etf (PFLD)	0.3	$4.8M	-6%	242k	19.68	View chart
Eli Lilly & Co Stock (LLY)	0.3	$4.7M	+4%	5.5k	855.38	View chart
Baker Hughes Company Cl A Stock (BKR)	0.2	$4.4M	NEW	91k	47.89	View chart
Sealed Air Corp Stock (SEE)	0.2	$4.3M	+35%	123k	34.96	View chart
Viatris Stock (VTRS)	0.2	$4.2M	+2%	423k	9.99	View chart
Prudential Finl Stock (PRU)	0.2	$4.0M	+2%	39k	102.56	View chart
Stellantis Stock (STLA)	0.2	$4.0M	+2%	374k	10.59	View chart
Bondbloxx Ccc-rated Usd High Yield Corporate Bond Etf Etf (XCCC)	0.2	$3.9M	+61%	102k	38.62	View chart
Sanofi Sa Adr (SNY)	0.2	$3.9M	+2%	80k	48.82	View chart
Lkq Corp Stock (LKQ)	0.2	$3.9M	+3%	133k	29.31	View chart
Eldridge Bbb-b Clo Etf Etf (CLOZ)	0.2	$3.8M	+62%	144k	26.69	View chart
Xtrackers High Beta High Yield Bond Etf Etf (HYUP)	0.2	$3.8M	+66%	91k	42.18	View chart
Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.2	$3.8M	+62%	162k	23.68	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.2	$3.8M	+4%	31k	122.06	View chart
Tyson Foods Inc Cl A Stock (TSN)	0.2	$3.4M	+2%	67k	51.58	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$3.4M		11k	305.53	View chart
Spdr Gold Shares Etf (GLD)	0.2	$3.2M	+5%	8.7k	365.41	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.2	$3.2M	-3%	9.6k	330.65	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.2	$3.1M	+19%	7.7k	408.42	View chart
Sensata Technologies Hldg Stock (ST)	0.2	$3.0M	+2%	97k	31.48	View chart
Conagra Brands Stock (CAG)	0.2	$3.0M	+2%	161k	18.50	View chart
Archer Daniels Midland Stock (ADM)	0.2	$2.9M	NEW	48k	61.31	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$2.8M	-33%	5.6k	496.74	View chart
Nomad Foods Ltd Usd Ord Stock (NOMD)	0.1	$2.5M	+5%	204k	12.49	View chart
Walmart Stock (WMT)	0.1	$2.5M	-15%	24k	101.77	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.1	$2.3M	+2%	9.2k	256.04	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.1	$2.1M	-16%	23k	91.53	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$2.0M	-12%	23k	89.27	View chart
Real Estate Select Sector Spdr Fund Etf (XLRE)	0.1	$2.0M	-11%	48k	41.13	View chart
Rex Fang & Innovation Equity Premium Income Etf Etf (FEPI)	0.1	$2.0M		42k	47.53	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$1.9M	-18%	17k	112.91	View chart
Invesco S&p 500 Equal Weight Real Estate Etf Etf (RSPR)	0.1	$1.9M	NEW	56k	34.49	View chart
Broadcom Stock (AVGO)	0.1	$1.9M	+29%	5.6k	344.99	View chart
Nextera Energy Stock (NEE)	0.1	$1.9M	-37%	23k	83.71	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$1.8M	-8%	32k	56.75	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$1.7M	+6%	8.2k	207.11	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.1	$1.6M	+7%	24k	67.75	View chart
Home Depot Stock (HD)	0.1	$1.6M	-8%	4.3k	377.65	View chart
Ishares Select Dividend Etf Etf (DVY)	0.1	$1.6M	-12%	11k	140.68	View chart
Edison Intl Stock (EIX)	0.1	$1.6M		30k	53.07	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$1.6M	+11%	7.9k	195.76	View chart
Mcdonalds Corp Stock (MCD)	0.1	$1.6M		5.3k	293.81	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.1	$1.4M	+21%	24k	59.42	View chart
Sempra Stock (SRE)	0.1	$1.3M		15k	91.64	View chart
Ishares S&p 100 Etf Etf (OEF)	0.1	$1.3M	+34%	3.9k	336.26	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.1	$1.3M	+12%	28k	46.60	View chart
Bank America Corp Stock (BAC)	0.1	$1.3M	-3%	26k	49.79	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$1.1M	-16%	2.3k	486.47	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$1.1M	+21%	15k	73.88	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.1	$1.1M	+27%	17k	66.60	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$1.1M		3.7k	293.07	View chart
Caterpillar Stock (CAT)	0.1	$1.1M	-3%	2.1k	500.37	View chart
Boeing Stock (BA)	0.1	$1.1M	-2%	5.0k	216.00	View chart
Johnson & Johnson Stock (JNJ)	0.1	$1.1M	-17%	5.6k	191.09	View chart
Visa Inc Com Cl A Stock (V)	0.1	$1.1M	+16%	3.1k	347.07	View chart
Smartstop Self Storag Reit Reit (SMA)	0.1	$1.0M	+1256%	29k	35.39	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$1.0M	+52%	14k	74.23	View chart
Parker-hannifin Corp Stock (PH)	0.1	$1.0M		1.4k	738.96	View chart
Bondbloxx Irm Tax-aware Short Duration Etf Etf (TAXX)	0.1	$964k		19k	50.82	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$912k	-6%	1.8k	507.63	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$893k	+432%	33k	27.00	View chart
Costco Whsl Corp Stock (COST)	0.0	$887k	-5%	941.00	942.47	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$849k	-5%	4.6k	185.47	View chart
Chevron Corp Stock (CVX)	0.0	$836k	-13%	5.5k	151.64	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$824k	-25%	8.2k	100.02	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.0	$767k		10k	75.61	View chart
Amgen Stock (AMGN)	0.0	$764k		2.6k	295.47	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.0	$748k		1.6k	463.50	View chart
Procter And Gamble Stock (PG)	0.0	$740k	-40%	4.9k	150.57	View chart
Oracle Corp Stock (ORCL)	0.0	$718k	-18%	2.4k	296.98	View chart
Ge Aerospace Stock (GE)	0.0	$718k	NEW	2.4k	299.32	View chart
Starbucks Corp Stock (SBUX)	0.0	$713k		8.9k	79.78	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$712k	+3%	6.2k	115.48	View chart
Cohen & Steers Reit & Pfd & In Cef (RNP)	0.0	$704k	-16%	33k	21.51	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.0	$667k	+2%	14k	49.40	View chart
Verizon Communications Stock (VZ)	0.0	$658k	-10%	16k	40.83	View chart
Wells Fargo Stock (WFC)	0.0	$584k	-4%	7.3k	79.90	View chart
Ishares U.s. Thematic Rotation Active Etf Etf (THRO)	0.0	$578k	+18%	15k	37.97	View chart
Ishares Morningstar Value Etf Etf (ILCV)	0.0	$571k	+52%	6.4k	89.88	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$566k		1.0k	564.63	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$564k	-6%	9.4k	60.32	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.0	$555k		5.8k	94.90	View chart
Altria Group Stock (MO)	0.0	$543k	+5%	8.3k	65.72	View chart
Rtx Corporation Stock (RTX)	0.0	$537k	-28%	3.3k	162.16	View chart
Alliancebernstein Global High Cef (AWF)	0.0	$536k	+2%	49k	11.04	View chart
Automatic Data Processing Stock (ADP)	0.0	$509k	-2%	1.8k	285.88	View chart
Unitedhealth Group Stock (UNH)	0.0	$496k	-33%	1.3k	367.58	View chart
Vanguard Value Etf Etf (VTV)	0.0	$494k	-9%	2.7k	186.03	View chart
Linde Stock (LIN)	0.0	$475k	-9%	1.0k	458.19	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$473k	-10%	15k	31.26	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$469k	-8%	5.3k	87.74	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$466k	-4%	3.3k	140.33	View chart
Ishares Gold Trust Etf (IAU)	0.0	$466k	+10%	6.2k	74.82	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.0	$456k	-4%	7.9k	57.63	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.0	$456k	-10%	3.2k	144.19	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$454k		17k	27.52	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$452k	-9%	3.8k	117.94	View chart
Merck & Co Stock (MRK)	0.0	$450k	-2%	5.1k	87.50	View chart
Lowes Cos Stock (LOW)	0.0	$434k	-2%	1.9k	234.69	View chart
Kroger Stock (KR)	0.0	$433k	-4%	6.4k	67.56	View chart
Advanced Micro Devices Stock (AMD)	0.0	$432k		1.9k	232.89	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$430k	+8%	2.1k	200.62	View chart
Innovator Equity Defined Protection Etf - 2 Yr To July 2027 Etf (TJUL)	0.0	$428k	NEW	15k	29.35	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$427k	-4%	18k	23.46	View chart
Disney Walt Stock (DIS)	0.0	$426k	+10%	3.8k	110.99	View chart
Coca Cola Stock (KO)	0.0	$426k	-5%	6.4k	66.37	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.0	$424k	+15762%	7.6k	55.66	View chart
Philip Morris Intl Stock (PM)	0.0	$417k	-6%	2.7k	156.86	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$414k	+140%	6.4k	65.09	View chart
Vanguard Total Corporate Bond Etf Etf (VTC)	0.0	$406k	NEW	5.2k	78.10	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$405k	+5%	638.00	634.93	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.0	$401k	-13%	2.9k	139.06	View chart
Marathon Pete Corp Stock (MPC)	0.0	$400k	+19%	2.1k	187.58	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$399k	+6%	4.2k	93.97	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$390k		7.2k	54.51	View chart
Joby Aviation Stock (JOBY)	0.0	$389k		23k	17.14	View chart
Aflac Stock (AFL)	0.0	$374k	-8%	3.4k	111.17	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.0	$363k	-13%	4.0k	90.57	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$362k	+44%	4.3k	83.77	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$354k	-4%	1.2k	299.95	View chart
Autozone Stock (AZO)	0.0	$349k		88.00	3967.28	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.0	$341k		1.5k	221.69	View chart
California Wtr Svc Group Stock (CWT)	0.0	$337k		7.2k	46.76	View chart
Leidos Holdings Stock (LDOS)	0.0	$333k		1.7k	194.05	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.0	$333k	-11%	2.3k	146.78	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$322k	-47%	2.9k	109.85	View chart
Kla Corp Stock (KLAC)	0.0	$319k		303.00	1053.47	View chart
Apple Hospitality Reit Reit (APLE)	0.0	$319k	-97%	28k	11.47	View chart
Tjx Cos Stock (TJX)	0.0	$317k		2.3k	138.58	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	0.0	$315k	+45%	6.2k	50.61	View chart
Southern Stock (SO)	0.0	$315k	-70%	3.3k	96.14	View chart
Deere & Co Stock (DE)	0.0	$314k	+4%	687.00	456.45	View chart
Unilever Adr (UL)	0.0	$310k	-4%	5.3k	58.93	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.0	$306k	-26%	3.0k	102.83	View chart
Ishares Silver Trust Etf (SLV)	0.0	$305k	+389%	6.8k	44.71	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.0	$301k	NEW	840.00	358.13	View chart
Oreilly Automotive Stock (ORLY)	0.0	$301k	+12%	3.0k	99.72	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.0	$299k	-16%	9.5k	31.46	View chart
Ishares 10 Year Investment Grade Corporate Bond Etf Etf (IGLB)	0.0	$298k	+41%	5.8k	51.27	View chart
Ishares Large Cap Value Active Etf Etf (BLCV)	0.0	$297k		8.3k	35.55	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$296k	-37%	3.1k	94.89	View chart
Micron Technology Stock (MU)	0.0	$294k	+10%	1.5k	192.27	View chart
Energy Fuels Stock (UUUU)	0.0	$294k	-24%	15k	19.70	View chart
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)	0.0	$294k	+24%	8.2k	35.91	View chart
Ross Stores Stock (ROST)	0.0	$291k		1.9k	149.98	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.0	$290k	+906%	3.6k	80.55	View chart
Omega Healthcare Invs Reit (OHI)	0.0	$290k	-5%	7.2k	40.20	View chart
Yum Brands Stock (YUM)	0.0	$283k		2.0k	142.69	View chart

Past Filings by Sound Income Strategies

SEC 13F filings are viewable for Sound Income Strategies going back to 2017

Sound Income Strategies 2025 Q3 filed Oct. 10, 2025
Sound Income Strategies 2025 Q2 filed July 17, 2025
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

View all past filings

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