Sound Income Strategies
Latest statistics and disclosures from Sound Income Strategies's latest quarterly 13F-HR filing:
- Top 5 stock holdings are HTGC, ARCC, TSLX, GBDC, SHYG, and represent 14.87% of Sound Income Strategies's stock portfolio.
- Added to shares of these 10 stocks: SON (+$9.9M), PRGO (+$9.8M), QYLD (+$6.6M), BXSL, KVUE, PFLT, CRBG, MDY, IJS, QQQ.
- Started 143 new stock positions in ONEQ, SWBI, VST, TDC, AVAV, NATL, HLT, NTES, CAE, SPE.
- Reduced shares in these 10 stocks: IRS.WS (-$184M), Cheesecake Factory (-$17M), MSM (-$9.2M), UL (-$5.6M), BIL, ABBV, IVE, IJJ, USDU, GM.
- Sold out of its positions in APG, IZRL, Acuityads Hldgs, ATGE, AGYS, AA, AROC, AINC, BGS, BBD.
- Sound Income Strategies was a net seller of stock by $-126M.
- Sound Income Strategies has $1.6B in assets under management (AUM), dropping by -3.59%.
- Central Index Key (CIK): 0001730960
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Portfolio Holdings for Sound Income Strategies
Sound Income Strategies holds 1409 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Sound Income Strategies has 1409 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Sound Income Strategies Sept. 30, 2024 positions
- Download the Sound Income Strategies September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Hercules Technology Growth Capital (HTGC) | 3.5 | $54M | 2.7M | 19.64 |
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| Ares Capital Corporation (ARCC) | 3.0 | $46M | +3% | 2.2M | 20.94 |
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| Sixth Street Specialty Lending (TSLX) | 2.9 | $45M | +2% | 2.2M | 20.53 |
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| Golub Capital BDC (GBDC) | 2.8 | $44M | +5% | 2.9M | 15.11 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 2.7 | $43M | 978k | 43.42 |
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| Owl Rock Capital Corporation (OBDC) | 2.7 | $41M | +4% | 2.8M | 14.57 |
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| Vaneck Vectors Etf Tr Emerging Mkts Hi (HYEM) | 2.5 | $39M | 2.0M | 19.89 |
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| Ishares Jp Mrgn Em Hi Bd (EMHY) | 2.4 | $37M | 957k | 39.02 |
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| First Tr Exchng Traded Fd Vi Tcw Emerging Mkt (EFIX) | 2.2 | $35M | 2.1M | 16.58 |
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| Pennantpark Floating Rate Capi (PFLT) | 2.2 | $34M | +11% | 3.0M | 11.57 |
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| Tidal Etf Tr Sound Enhanced (FXED) | 2.2 | $34M | +2% | 1.8M | 19.17 |
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| Common Stockblackstone Secd Lending Business Development Company (BXSL) | 1.7 | $27M | +21% | 927k | 29.29 |
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| At&t (T) | 1.7 | $26M | +5% | 1.2M | 22.00 |
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| International Business Machines (IBM) | 1.6 | $25M | +6% | 112k | 221.08 |
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| Omni (OMC) | 1.6 | $24M | +5% | 236k | 103.39 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 1.6 | $24M | +5% | 251k | 95.90 |
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| Tidal Etf Tr Sound Equity Inm (DIVY) | 1.5 | $24M | 887k | 27.03 |
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| Enbridge (ENB) | 1.5 | $24M | +5% | 582k | 40.61 |
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| Greif CL B (GEF.B) | 1.4 | $21M | +5% | 307k | 69.83 |
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| Apple (AAPL) | 1.3 | $21M | 89k | 233.00 |
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| Citigroup Com New (C) | 1.3 | $20M | +5% | 323k | 62.60 |
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| Pfizer (PFE) | 1.3 | $20M | +4% | 695k | 28.94 |
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| Oneok (OKE) | 1.2 | $19M | -6% | 206k | 91.13 |
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| Principal Financial (PFG) | 1.2 | $18M | +7% | 210k | 85.90 |
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| Cisco Systems (CSCO) | 1.1 | $18M | +3% | 334k | 53.22 |
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| Abbvie (ABBV) | 1.1 | $18M | -15% | 90k | 197.48 |
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| M&T Bank Corporation (MTB) | 1.1 | $18M | +5% | 99k | 178.12 |
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| Main Street Capital Corporation (MAIN) | 1.1 | $18M | 351k | 50.14 |
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| Simon Property (SPG) | 1.1 | $17M | +5% | 102k | 169.02 |
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| Edison International (EIX) | 1.0 | $16M | +3% | 185k | 87.09 |
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| Realty Income (O) | 1.0 | $16M | +7% | 247k | 63.42 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 1.0 | $15M | +75% | 855k | 18.04 |
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| National Retail Properties (NNN) | 1.0 | $15M | +18% | 315k | 48.49 |
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| Vici Pptys (VICI) | 1.0 | $15M | +7% | 454k | 33.31 |
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| Comkenvue Equity Common Stock (KVUE) | 0.9 | $15M | +41% | 629k | 23.13 |
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| Alpine Income Ppty Tr (PINE) | 0.9 | $15M | +8% | 795k | 18.20 |
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| Sponsored Adrgsk Equity Common Stock (GSK) | 0.9 | $14M | +4% | 349k | 40.88 |
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| National Health Investors (NHI) | 0.9 | $14M | +10% | 170k | 84.06 |
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| Capital Southwest Corporation (CSWC) | 0.9 | $14M | 562k | 25.29 |
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| Gaming & Leisure Pptys (GLPI) | 0.9 | $14M | +9% | 272k | 51.45 |
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| Patterson Companies (PDCO) | 0.9 | $14M | -7% | 618k | 21.84 |
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| Entergy Corporation (ETR) | 0.8 | $13M | +4% | 98k | 131.61 |
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| Caretrust Reit (CTRE) | 0.8 | $13M | +13% | 415k | 30.86 |
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| Park Hotels & Resorts Inc-wi (PK) | 0.8 | $12M | +11% | 882k | 14.10 |
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| Apple Hospitality Reit Com New (APLE) | 0.8 | $12M | +14% | 819k | 14.85 |
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| Valero Energy Corporation (VLO) | 0.8 | $12M | +3% | 89k | 135.03 |
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| Organon & Co Common Stock (OGN) | 0.8 | $12M | +6% | 611k | 19.13 |
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| H&R Block (HRB) | 0.7 | $12M | -12% | 183k | 63.55 |
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| Carter's (CRI) | 0.7 | $11M | +4% | 176k | 64.98 |
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| Dow (DOW) | 0.7 | $11M | +5% | 207k | 54.63 |
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| Hasbro (HAS) | 0.7 | $11M | +4% | 156k | 72.32 |
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| Xerox Holdings Corp Com New (XRX) | 0.7 | $11M | +27% | 1.0M | 10.38 |
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| Interpublic Group of Companies (IPG) | 0.7 | $10M | +5% | 329k | 31.63 |
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| Franklin Resources (BEN) | 0.7 | $10M | +4% | 516k | 20.15 |
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| Whitehorse Finance (WHF) | 0.7 | $10M | +4% | 895k | 11.57 |
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| Sonoco Products Company (SON) | 0.6 | $9.9M | NEW | 182k | 54.63 |
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| Perrigo SHS (PRGO) | 0.6 | $9.8M | NEW | 375k | 26.23 |
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| Amazon (AMZN) | 0.6 | $9.4M | +3% | 51k | 186.33 |
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| Comcorebridge Finl Equity Common Stock (CRBG) | 0.6 | $9.1M | +59% | 313k | 29.16 |
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| Microsoft Corporation (MSFT) | 0.5 | $7.3M | +6% | 17k | 430.30 |
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| Brink's Company (BCO) | 0.5 | $7.1M | 62k | 115.64 |
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| Unilever Spon Adr New (UL) | 0.4 | $6.4M | -46% | 99k | 64.96 |
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| Omega Healthcare Investors (OHI) | 0.4 | $6.3M | -6% | 155k | 40.70 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $6.3M | +4% | 38k | 165.85 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $6.1M | +3% | 11k | 576.81 |
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| Spdr Ser Tr Bloomberg Brclys (JNK) | 0.4 | $6.0M | -24% | 62k | 97.79 |
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| Spdr Ser Tr Bloomberg Srt Tr (SJNK) | 0.4 | $6.0M | +3% | 232k | 25.75 |
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| Ishares U S Etf Tr Int Rt Hd Long (IGBH) | 0.4 | $5.8M | +6% | 241k | 24.27 |
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| Proshares Tr Hgh Yld Int Rate (HYHG) | 0.4 | $5.8M | +3% | 90k | 64.81 |
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| Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH) | 0.4 | $5.8M | +5% | 67k | 86.24 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $5.6M | +90% | 12k | 488.08 |
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| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.3 | $5.4M | +3% | 438k | 12.35 |
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| Etfis Ser Tr I Virtus Infrcap (PFFA) | 0.3 | $5.4M | +3% | 237k | 22.83 |
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| Spdr Ser Tr Wells Fg Pfd Etf (PSK) | 0.3 | $5.3M | +3% | 150k | 35.66 |
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| Vaneck Vectors Etf Tr Pfd Secs Ex Finl (PFXF) | 0.3 | $5.3M | +4% | 293k | 18.26 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.3 | $5.3M | +3% | 295k | 18.10 |
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| Global X Fds Us Pfd Etf (PFFD) | 0.3 | $5.3M | +3% | 257k | 20.78 |
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| Netflix (NFLX) | 0.3 | $5.3M | -2% | 7.5k | 709.30 |
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| Global X Fds Glbx Suprinc Etf (SPFF) | 0.3 | $5.2M | +4% | 537k | 9.75 |
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| Etf Ser Solutions Aam Lw Dur Pfd (PFLD) | 0.3 | $5.2M | 245k | 21.18 |
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| NVIDIA Corporation (NVDA) | 0.3 | $4.9M | +7% | 40k | 121.44 |
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| Molson Coors Beverage CL B (TAP) | 0.3 | $4.8M | +8% | 83k | 57.52 |
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| Global Payments (GPN) | 0.3 | $4.6M | +29% | 45k | 102.42 |
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| Western Digital (WDC) | 0.3 | $4.6M | +8% | 67k | 68.29 |
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| Berry Plastics (BERY) | 0.3 | $4.4M | +8% | 64k | 67.98 |
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| Walgreen Boots Alliance (WBA) | 0.3 | $4.3M | +4% | 484k | 8.96 |
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| Kraft Heinz (KHC) | 0.3 | $4.3M | +4% | 123k | 35.11 |
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| Eli Lilly & Co. (LLY) | 0.3 | $4.2M | 4.8k | 885.94 |
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| Bank of New York Mellon Corporation (BK) | 0.3 | $4.1M | +8% | 57k | 71.86 |
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| Stellantis SHS (STLA) | 0.3 | $3.9M | +47% | 280k | 14.05 |
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| LKQ Corporation (LKQ) | 0.3 | $3.9M | +31% | 98k | 39.92 |
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| ConAgra Foods (CAG) | 0.3 | $3.9M | +8% | 120k | 32.52 |
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| Tesla Motors (TSLA) | 0.2 | $3.8M | +6% | 15k | 261.63 |
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| Baxter International (BAX) | 0.2 | $3.6M | +9% | 95k | 37.97 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $3.6M | +3% | 15k | 243.05 |
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| Dentsply Sirona (XRAY) | 0.2 | $3.5M | +10% | 131k | 27.06 |
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| Prudential Financial (PRU) | 0.2 | $3.5M | +9% | 29k | 121.10 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $3.3M | +44% | 6.2k | 527.69 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.2 | $3.0M | +774% | 28k | 107.66 |
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| Tyson Foods Cl A (TSN) | 0.2 | $3.0M | +9% | 50k | 59.56 |
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| Spdr Ser Tr Spdr Bloomberg (BIL) | 0.2 | $2.9M | -55% | 32k | 91.81 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $2.9M | +377% | 32k | 91.93 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $2.9M | NEW | 5.1k | 569.66 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $2.7M | 32k | 83.63 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.2 | $2.6M | +10438% | 24k | 109.33 |
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| Sensata Technologies Hldg Pl SHS (ST) | 0.2 | $2.6M | +9% | 73k | 35.86 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $2.6M | +2% | 27k | 95.75 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $2.6M | -4% | 4.5k | 573.73 |
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| Adt (ADT) | 0.2 | $2.6M | NEW | 355k | 7.23 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.2 | $2.6M | +2% | 57k | 44.67 |
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| Sealed Air (SEE) | 0.2 | $2.5M | +9% | 70k | 36.30 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $2.5M | 5.5k | 460.26 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $2.5M | +2% | 26k | 97.42 |
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| Viatris (VTRS) | 0.1 | $2.2M | +8% | 189k | 11.61 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $2.0M | 17k | 117.22 |
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| Nextera Energy (NEE) | 0.1 | $2.0M | -14% | 23k | 84.53 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.9M | -4% | 24k | 80.75 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $1.9M | +6% | 8.8k | 210.85 |
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| Home Depot (HD) | 0.1 | $1.6M | 4.0k | 405.21 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $1.5M | -3% | 15k | 101.27 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $1.5M | 7.5k | 202.75 |
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| Procter & Gamble Company (PG) | 0.1 | $1.5M | +2% | 8.4k | 173.20 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.3M | +58% | 11k | 116.96 |
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| J P Morgan Exchange-traded F Equity Premium (JEPI) | 0.1 | $1.3M | -6% | 21k | 59.51 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $1.3M | 2.0k | 631.86 |
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| McDonald's Corporation (MCD) | 0.1 | $1.2M | 4.0k | 304.50 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.2M | -17% | 7.2k | 167.19 |
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| Sempra Energy (SRE) | 0.1 | $1.2M | -7% | 14k | 83.63 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $1.2M | NEW | 12k | 100.72 |
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| UnitedHealth (UNH) | 0.1 | $1.1M | 1.9k | 584.68 |
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| Visa Com Cl A (V) | 0.1 | $1.1M | -5% | 4.0k | 274.94 |
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| Bank of America Corporation (BAC) | 0.1 | $1.1M | +9% | 27k | 39.68 |
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| Johnson & Johnson (JNJ) | 0.1 | $1.1M | -3% | 6.7k | 162.06 |
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| Chevron Corporation (CVX) | 0.1 | $1.0M | +15% | 7.1k | 147.28 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.0M | +14% | 3.8k | 263.80 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $985k | +3% | 5.5k | 179.29 |
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| Ishares Tr Core Total Usd (IUSB) | 0.1 | $962k | 20k | 47.12 |
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| Ir M Taxawarebondbloxx Etf Trust None (TAXX) | 0.1 | $927k | 18k | 50.79 |
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| Starbucks Corporation (SBUX) | 0.1 | $922k | 9.5k | 97.49 |
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| Blackrock Etf Trust Us Eqt Factor (DYNF) | 0.1 | $896k | +4% | 18k | 49.47 |
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| Pepsi (PEP) | 0.1 | $894k | -2% | 5.3k | 170.06 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $885k | +2090% | 20k | 45.51 |
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| Costco Wholesale Corporation (COST) | 0.1 | $848k | 957.00 | 886.53 |
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| Ishares Tr Micro-cap Etf (IWC) | 0.1 | $818k | +7798% | 6.6k | 123.33 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $719k | +2% | 13k | 57.53 |
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| Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.0 | $717k | +10% | 16k | 45.32 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $714k | +11% | 3.6k | 200.36 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $687k | -82% | 3.5k | 197.18 |
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| Verizon Communications (VZ) | 0.0 | $684k | +3% | 15k | 44.91 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $676k | 6.6k | 101.88 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $674k | +13% | 7.0k | 96.37 |
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| Caterpillar (CAT) | 0.0 | $666k | 1.7k | 391.03 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $659k | +5% | 6.1k | 107.64 |
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| Merck & Co (MRK) | 0.0 | $638k | -2% | 5.6k | 113.55 |
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| Southern Company (SO) | 0.0 | $627k | 7.0k | 90.19 |
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| Colgate-Palmolive Company (CL) | 0.0 | $619k | +186% | 6.0k | 103.82 |
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| Coca-Cola Company (KO) | 0.0 | $617k | 8.6k | 71.86 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $595k | +222% | 1.8k | 322.03 |
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| AllianceBernstein Global Hgh Incm (AWF) | 0.0 | $585k | -9% | 52k | 11.34 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $572k | 978.00 | 584.41 |
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| Eversource Energy (ES) | 0.0 | $570k | -3% | 8.4k | 68.05 |
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| Shslinde Legacy Common Stock (LIN) | 0.0 | $561k | 1.2k | 476.87 |
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| Oracle Corporation (ORCL) | 0.0 | $538k | +21% | 3.2k | 170.41 |
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| Common Stockphillips Edison & Co None (PECO) | 0.0 | $466k | -22% | 12k | 37.71 |
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| Leidos Holdings (LDOS) | 0.0 | $458k | +125% | 2.8k | 163.00 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $455k | +18% | 5.8k | 78.06 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $454k | +116% | 1.2k | 383.90 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $453k | +36% | 1.6k | 283.17 |
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| Boeing Company (BA) | 0.0 | $448k | 2.9k | 152.05 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $432k | +237% | 1.9k | 225.79 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $417k | +3% | 2.8k | 151.62 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $412k | -20% | 3.4k | 121.15 |
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| 3M Company (MMM) | 0.0 | $411k | +6% | 3.0k | 136.70 |
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| Philip Morris International (PM) | 0.0 | $398k | +84% | 3.3k | 121.40 |
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| Walt Disney Company (DIS) | 0.0 | $395k | -12% | 4.1k | 96.19 |
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| General Dynamics Corporation (GD) | 0.0 | $394k | +2% | 1.3k | 302.23 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $392k | 927.00 | 423.12 |
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| California Water Service (CWT) | 0.0 | $391k | 7.2k | 54.22 |
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| Ameren Corporation (AEE) | 0.0 | $389k | +138% | 4.4k | 87.47 |
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| Vaneck Vectors Etf Tr Gold Miners Etf (GDX) | 0.0 | $387k | 9.7k | 39.82 |
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| Fortune Brands (FBIN) | 0.0 | $381k | -27% | 4.3k | 89.54 |
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| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.0 | $378k | +109% | 7.2k | 52.81 |
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| AFLAC Incorporated (AFL) | 0.0 | $367k | -2% | 3.3k | 111.80 |
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| Ingersoll Rand (IR) | 0.0 | $366k | 3.7k | 98.15 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $365k | +397% | 2.1k | 174.57 |
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| CSX Corporation (CSX) | 0.0 | $364k | 11k | 34.53 |
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| Wells Fargo & Company (WFC) | 0.0 | $363k | 6.4k | 56.49 |
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| Lowe's Companies (LOW) | 0.0 | $362k | -13% | 1.3k | 270.79 |
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| Booking Holdings (BKNG) | 0.0 | $358k | +60% | 85.00 | 4212.45 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $353k | +406% | 2.8k | 128.20 |
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| Ishares Msci Emrg Chn (EMXC) | 0.0 | $346k | -11% | 5.7k | 61.10 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $319k | +12% | 1.5k | 206.52 |
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| American Express Company (AXP) | 0.0 | $316k | +129% | 1.2k | 271.25 |
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| Wp Carey (WPC) | 0.0 | $303k | 4.9k | 62.30 |
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| Ford Motor Company (F) | 0.0 | $300k | -19% | 28k | 10.56 |
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| Enterprise Products Partners (EPD) | 0.0 | $298k | -10% | 10k | 29.11 |
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| TJX Companies (TJX) | 0.0 | $295k | +3% | 2.5k | 117.53 |
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| Ross Stores (ROST) | 0.0 | $295k | 2.0k | 150.51 |
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| Nasdaq Eqt Premj P Morgan Exchange Traded F None (JEPQ) | 0.0 | $288k | +16% | 5.2k | 54.93 |
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| Deere & Company (DE) | 0.0 | $287k | +28% | 687.00 | 417.26 |
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| Ishares Tr Residential Mult (REZ) | 0.0 | $282k | -8% | 3.2k | 88.83 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $281k | -5% | 568.00 | 493.80 |
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| Yum! Brands (YUM) | 0.0 | $276k | 2.0k | 139.70 |
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| Large Cap Valueblackrock Etf Trust None (BLCV) | 0.0 | $270k | NEW | 8.3k | 32.31 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $269k | 2.1k | 126.19 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $265k | +2% | 17k | 16.05 |
|
| Advanced Micro Devices (AMD) | 0.0 | $260k | +75% | 1.6k | 164.08 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $259k | 1.2k | 220.07 |
|
|
| Boston Properties (BXP) | 0.0 | $258k | +34% | 3.2k | 80.47 |
|
| Hca Holdings (HCA) | 0.0 | $258k | +82% | 634.00 | 406.34 |
|
| Broadcom (AVGO) | 0.0 | $256k | +1908% | 1.5k | 172.47 |
|
| United Parcel Service CL B (UPS) | 0.0 | $254k | 1.9k | 136.35 |
|
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $253k | +6016% | 734.00 | 345.30 |
|
| Eastman Chemical Company (EMN) | 0.0 | $250k | +1603% | 2.2k | 111.94 |
|
| Lam Research Corporation (LRCX) | 0.0 | $246k | +65% | 302.00 | 814.89 |
|
| Consolidated Edison (ED) | 0.0 | $245k | 2.3k | 104.13 |
|
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $242k | +3% | 6.8k | 35.42 |
|
| Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.0 | $240k | 4.5k | 53.59 |
|
|
| Toro Company (TTC) | 0.0 | $238k | NEW | 2.7k | 86.73 |
|
| Emerson Electric (EMR) | 0.0 | $236k | +70% | 2.2k | 109.36 |
|
| SYSCO Corporation (SYY) | 0.0 | $235k | 3.0k | 78.06 |
|
|
| Shs Rep Com Utgrayscale Bitcoin Tr Btc Equity ETF (GBTC) | 0.0 | $235k | +6% | 4.7k | 50.50 |
|
| MarketAxess Holdings (MKTX) | 0.0 | $234k | +41% | 912.00 | 256.25 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $232k | -55% | 3.7k | 62.33 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $231k | +33% | 4.0k | 57.41 |
|
| Eaton Corp SHS (ETN) | 0.0 | $231k | +62% | 697.00 | 331.37 |
|
| Evergy (EVRG) | 0.0 | $231k | 3.7k | 62.01 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $228k | 1.1k | 206.35 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $228k | +1765% | 11k | 20.46 |
|
| Waste Management (WM) | 0.0 | $227k | -46% | 1.1k | 207.60 |
|
| Pulte (PHM) | 0.0 | $226k | NEW | 1.6k | 143.53 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $224k | -60% | 1.3k | 179.13 |
|
| Gladstone Investment Corporation (GAIN) | 0.0 | $224k | -35% | 16k | 14.45 |
|
| Southwest Gas Corporation (SWX) | 0.0 | $221k | 3.0k | 73.76 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $221k | -41% | 1.1k | 198.06 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $218k | 468.00 | 465.08 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $216k | -30% | 1.9k | 114.01 |
|
| Fidelity Covington Trust Sml Mid Mltfct (FSMD) | 0.0 | $216k | 5.2k | 41.40 |
|
|
| Fidelity Covington Trust None (FMDE) | 0.0 | $213k | 6.6k | 32.16 |
|
|
| Altria (MO) | 0.0 | $210k | -5% | 4.1k | 51.04 |
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $209k | +62% | 2.2k | 95.79 |
|
| Intuit (INTU) | 0.0 | $206k | 331.00 | 621.00 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $204k | +26% | 4.8k | 42.77 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $204k | -46% | 2.1k | 98.08 |
|
| O'reilly Automotive (ORLY) | 0.0 | $204k | +2% | 177.00 | 1151.60 |
|
| Ishares Tr Broad Usd High (USHY) | 0.0 | $203k | +1220% | 5.4k | 37.65 |
|
| Prem Inc 40 Barrinnovator Etfs Tr None (JULQ) | 0.0 | $202k | NEW | 8.1k | 24.93 |
|
| Kla Corp Com New (KLAC) | 0.0 | $202k | -18% | 261.00 | 774.41 |
|
| Chemed Corp Com Stk (CHE) | 0.0 | $201k | NEW | 334.00 | 600.97 |
|
| Modine Manufacturing (MOD) | 0.0 | $199k | NEW | 1.5k | 132.79 |
|
Past Filings by Sound Income Strategies
SEC 13F filings are viewable for Sound Income Strategies going back to 2017
- 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
- Sound Income Strategies 2021 Q1 filed April 14, 2021
- Sound Income Strategies 2020 Q4 filed Jan. 11, 2021