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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, OBDC, and represent 12.27% of Sound Income Strategies's stock portfolio.
Added to shares of these 10 stocks: TTE (+$20M), TRIN (+$15M), OMC (+$11M), SWK (+$10M), TCHP (+$9.2M), FNF (+$8.0M), AVA (+$7.4M), PRGO (+$6.3M), BXSL (+$5.6M), IVV (+$5.5M).
Started 893 new stock positions in WSC, TRMK, INVA, IDGT, APLS, FDM, CAKE, NEOG, EXG, BTU.
Reduced shares in these 10 stocks: , LYB (-$16M), WDC (-$16M), Amcor (-$14M), IPG (-$12M), C (-$11M), DOW (-$8.1M), VLO (-$7.7M), WHF (-$5.4M), SEE (-$5.1M).
Sold out of its positions in ADVM, ARE, MJ, ARIS, BUI, BDJ, FRA, Cango Inc ads, GTLS, City Office Reit.
Sound Income Strategies was a net buyer of stock by $186M.
Sound Income Strategies has $2.1B in assets under management (AUM), dropping by 15.51%.
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 2516 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Sound Income Strategies has 2516 total positions. Only the first 250 positions are shown.

Sign up to view all of the Sound Income Strategies Dec. 31, 2025 positions
Download the Sound Income Strategies December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Sixth Street Specialty Lending Cef (TSLX)	2.6	$56M	+4%	2.5M	22.30	View chart
Ares Capital Corp Cef (ARCC)	2.6	$55M	+5%	2.6M	20.90	View chart
Hercules Capital Cef (HTGC)	2.4	$51M		2.7M	18.91	View chart
Golub Cap Bdc Cef (GBDC)	2.4	$50M	+6%	3.6M	13.82	View chart
Blue Owl Capital Corporation Cef (OBDC)	2.3	$48M	+11%	3.8M	12.61	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	2.1	$45M	+3%	1.0M	43.05	View chart
Pennantpark Floating Rate Cap Cef (PFLT)	2.1	$44M	+12%	4.6M	9.53	View chart
Vaneck Emerging Markets High Yield Bond Etf Etf (HYEM)	2.0	$42M	+3%	2.1M	20.08	View chart
Blackstone Secd Lending Cef (BXSL)	2.0	$42M	+15%	1.6M	26.51	View chart
Ishares J.p. Morgan Em High Yield Bond Etf Etf (EMHY)	1.9	$41M		1.0M	40.48	View chart
Sound Enhanced Fixed Income Etf Etf (FXED)	1.5	$32M		1.8M	18.11	View chart
Citigroup Stock (C)	1.5	$32M	-25%	269k	118.04	View chart
Omnicom Group Stock (OMC)	1.5	$31M	+58%	385k	79.79	View chart
Enbridge Stock (ENB)	1.4	$29M	-7%	610k	47.59	View chart
Greif Inc Cl B Stock (GEF.B)	1.2	$25M	-10%	298k	83.84	View chart
Simon Ppty Group Reit (SPG)	1.1	$24M	+5%	128k	184.92	View chart
Caretrust Reit Reit (CTRE)	1.1	$24M	+6%	622k	37.76	View chart
Apple Stock (AAPL)	1.1	$23M	+5%	91k	255.53	View chart
Cisco Sys Stock (CSCO)	1.1	$23M	-8%	306k	75.19	View chart
Sound Equity Dividend Income Etf Etf (DIVY)	1.1	$23M	-5%	846k	26.97	View chart
Realty Income Corp Reit (O)	1.0	$22M	+8%	353k	61.42	View chart
Principal Financial Group Stock (PFG)	1.0	$22M		244k	88.48	View chart
Main Str Cap Corp Cef (MAIN)	1.0	$22M		336k	63.96	View chart
Alpine Income Ppty Tr Reit (PINE)	1.0	$21M	+8%	1.2M	17.55	View chart
M & T Bk Corp Stock (MTB)	1.0	$21M		100k	212.28	View chart
Capital Southwest Corp Cef (CSWC)	1.0	$21M	+17%	886k	23.68	View chart
Pfizer Stock (PFE)	1.0	$21M		810k	25.65	View chart
Global X Nasdaq 100 Covered Call Etf Etf (QYLD)	1.0	$21M	-5%	1.2M	17.88	View chart
National Health Invs Reit (NHI)	1.0	$21M	+6%	257k	80.17	View chart
Abbvie Stock (ABBV)	1.0	$21M	-8%	96k	214.35	View chart
Nnn Reit Reit (NNN)	0.9	$20M	+8%	469k	42.64	View chart
Totalenergies Se Act Stock (TTE)	0.9	$20M	NEW	299k	66.25	View chart
International Business Machs Stock (IBM)	0.9	$20M	+2%	64k	305.67	View chart
Gaming & Leisure Pptys Reit (GLPI)	0.9	$19M	+11%	415k	46.34	View chart
GSK Adr (GSK)	0.9	$19M	-3%	396k	48.22	View chart
Vici Pptys Reit (VICI)	0.9	$19M	+11%	655k	28.98	View chart
Citizens Finl Group Stock (CFG)	0.9	$19M	-5%	305k	60.82	View chart
Eversource Energy Stock (ES)	0.9	$18M	-4%	261k	70.11	View chart
Perrigo Stock (PRGO)	0.8	$17M	+58%	1.1M	15.03	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.8	$17M	-4%	159k	106.91	View chart
Digital Rlty Tr Reit (DLR)	0.8	$17M	+17%	103k	163.60	View chart
Sabra Health Care Reit Reit (SBRA)	0.8	$17M	+20%	869k	19.24	View chart
Sonoco Prods Stock (SON)	0.8	$16M	-4%	330k	48.71	View chart
Runway Growth Finance Corp Stock (RWAY)	0.7	$16M	+18%	1.7M	9.39	View chart
At&t Stock (T)	0.7	$16M	-22%	663k	23.49	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.7	$16M		47k	330.00	View chart
Trinity Cap Cef (TRIN)	0.7	$15M	+58959%	945k	16.21	View chart
Nvidia Corporation Stock (NVDA)	0.7	$15M	+31%	80k	186.23	View chart
Scotts Miracle-gro Co Cl A Stock (SMG)	0.7	$15M	+46%	231k	63.61	View chart
Microsoft Corp Stock (MSFT)	0.7	$15M	+41%	32k	459.86	View chart
Franklin Resources Stock (BEN)	0.7	$15M		559k	26.00	View chart
Hasbro Stock (HAS)	0.7	$14M	-3%	167k	86.20	View chart
Amazon Stock (AMZN)	0.7	$14M	+6%	60k	239.12	View chart
Bondbloxx Jp Morgan Usd Emerging Markets 1-10 Year Bond Etf Etf (XEMD)	0.7	$14M	+11%	317k	44.78	View chart
Invesco Global Ex-us High Yield Corporate Bond Etf Etf (PGHY)	0.7	$14M	+14%	706k	20.02	View chart
Evergy Stock (EVRG)	0.7	$14M	-16%	184k	76.44	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.6	$14M	+67%	20k	694.67	View chart
Hf Sinclair Corp Stock (DINO)	0.6	$13M	-4%	263k	48.63	View chart
Pepsico Stock (PEP)	0.6	$12M	-2%	82k	146.32	View chart
Provident Finl Svcs Stock (PFS)	0.6	$12M	-6%	595k	20.15	View chart
Oneok Stock (OKE)	0.6	$12M	-3%	160k	74.40	View chart
Meta Platforms Inc Cl A Stock (META)	0.5	$11M	+4%	18k	620.23	View chart
Tesla Stock (TSLA)	0.5	$11M	+15%	25k	437.50	View chart
Corebridge Finl Stock (CRBG)	0.5	$11M		345k	30.49	View chart
Stanley Black & Decker Stock (SWK)	0.5	$10M	+13159%	119k	84.61	View chart
Bank New York Mellon Corp Stock (BK)	0.5	$10M	+6%	83k	121.33	View chart
Invesco S&p Smallcap Momentum Etf Etf (XSMO)	0.5	$9.9M	+70%	128k	77.38	View chart
Wisdomtree U.s. Quality Growth Fund Etf (QGRW)	0.5	$9.9M	+62%	168k	58.97	View chart
Vanguard Russell 2000 Growth Etf Etf (VTWG)	0.5	$9.8M	+61%	38k	255.21	View chart
Invesco S&p Midcap Momentum Etf Etf (XMMO)	0.5	$9.6M	+67%	67k	143.16	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.4	$9.2M	+72%	32k	285.35	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$9.2M	+9%	28k	330.34	View chart
T. Rowe Price Blue Chip Growth Etf Etf (TCHP)	0.4	$9.2M	NEW	187k	49.41	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.4	$9.0M	+38%	15k	621.27	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.4	$8.6M	+66%	14k	636.10	View chart
Adt Inc Del Stock (ADT)	0.4	$8.5M	+6%	1.0M	8.25	View chart
Valero Energy Corp Stock (VLO)	0.4	$8.2M	-48%	45k	183.46	View chart
Brinks Stock (BCO)	0.4	$8.0M	+3%	64k	125.72	View chart
Viatris Stock (VTRS)	0.4	$8.0M	+47%	623k	12.86	View chart
Fidelity National Financial In Stock (FNF)	0.4	$8.0M	+342784%	151k	52.87	View chart
Carlyle Group Stock (CG)	0.4	$7.6M	+25%	115k	65.62	View chart
Kraft Heinz Stock (KHC)	0.4	$7.5M	-2%	320k	23.53	View chart
Dentsply Sirona Stock (XRAY)	0.4	$7.5M	+32%	611k	12.21	View chart
Avista Corp Stock (AVA)	0.3	$7.4M	NEW	184k	40.18	View chart
Conagra Brands Stock (CAG)	0.3	$6.9M	+153%	407k	16.96	View chart
Wendys Stock (WEN)	0.3	$6.3M	-3%	760k	8.32	View chart
National Storage Affiliates Tr Com Shs Ben In Reit (NSA)	0.3	$6.1M	-15%	180k	33.80	View chart
Ishares Interest Rate Hedged High Yield Bond Etf Etf (HYGH)	0.3	$6.0M	-2%	70k	86.88	View chart
Ishares Interest Rate Hedged Long-term Corporate Bond Etf Etf (IGBH)	0.3	$6.0M		240k	24.91	View chart
Proshares High Yield-interest Rate Hedged Etf Etf (HYHG)	0.3	$6.0M		92k	64.90	View chart
State Street Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK)	0.3	$5.9M		234k	25.45	View chart
Xtrackers High Beta High Yield Bond Etf Etf (HYUP)	0.3	$5.9M	+51%	138k	42.49	View chart
Eli Lilly & Co Stock (LLY)	0.3	$5.8M	+2%	5.6k	1038.33	View chart
Molson Coors Beverage Co Cl B Stock (TAP)	0.3	$5.8M	+5%	119k	48.95	View chart
Bondbloxx Ccc-rated Usd High Yield Corporate Bond Etf Etf (XCCC)	0.3	$5.8M	+49%	152k	38.19	View chart
State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.3	$5.8M	+50%	244k	23.81	View chart
Eldridge Bbb-b Clo Etf Etf (CLOZ)	0.3	$5.8M	+50%	217k	26.68	View chart
State Street Spdr Bloomberg High Yield Bond Etf Etf (JNK)	0.3	$5.8M		59k	97.82	View chart
Smurfit Westrock Stock (SW)	0.3	$5.5M	+79790%	128k	42.71	View chart
Invesco Preferred Etf Etf (PGX)	0.3	$5.3M	+7%	463k	11.43	View chart
Gen Digital Stock (GEN)	0.2	$5.1M	+38275%	195k	26.10	View chart
Global X Superincome Preferred Etf Etf (SPFF)	0.2	$5.1M	-5%	529k	9.55	View chart
Baker Hughes Company Cl A Stock (BKR)	0.2	$5.0M	+7%	98k	51.75	View chart
Global Pmts Stock (GPN)	0.2	$4.9M	+7%	66k	73.80	View chart
First Trust Preferred Securities & Income Etf Etf (FPE)	0.2	$4.8M	-3%	264k	18.36	View chart
Vaneck Preferred Securities Ex Financials Etf Etf (PFXF)	0.2	$4.8M	-5%	265k	18.26	View chart
Prudential Finl Stock (PRU)	0.2	$4.8M	+10%	43k	111.69	View chart
Lkq Corp Stock (LKQ)	0.2	$4.7M	+6%	142k	33.51	View chart
Global X U.s. Preferred Etf Etf (PFFD)	0.2	$4.7M	-4%	243k	19.47	View chart
Virtus Infracap U.s. Preferred Stock Etf Etf (PFFA)	0.2	$4.7M	-5%	215k	21.95	View chart
Spdr Gold Shares Etf (GLD)	0.2	$4.7M	+27%	11k	421.30	View chart
State Street Spdr Ice Preferred Securities Etf Etf (PSK)	0.2	$4.6M	-4%	143k	32.37	View chart
Aam Low Duration Preferred And Income Securities Etf Etf (PFLD)	0.2	$4.6M	-4%	232k	19.73	View chart
Block H & R Stock (HRB)	0.2	$4.5M	+1999%	106k	42.05	View chart
Broadcom Stock (AVGO)	0.2	$4.3M	+119%	12k	351.71	View chart
Tyson Foods Inc Cl A Stock (TSN)	0.2	$4.2M	+5%	70k	60.07	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.2	$4.1M	+31%	10k	408.29	View chart
Match Group Stock (MTCH)	0.2	$4.0M		127k	31.34	View chart
Sanofi Sa Adr (SNY)	0.2	$4.0M	+6%	85k	46.59	View chart
Nomad Foods Ltd Usd Ord Stock (NOMD)	0.2	$3.9M	+64%	334k	11.65	View chart
Stellantis Stock (STLA)	0.2	$3.8M	+7%	401k	9.60	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.2	$3.7M	-3%	30k	123.93	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.2	$3.7M	-26%	5.3k	691.71	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$3.6M	+4%	12k	312.48	View chart
Sensata Technologies Hldg Stock (ST)	0.2	$3.6M	+6%	103k	35.06	View chart
Archer Daniels Midland Stock (ADM)	0.2	$3.3M	+6%	51k	65.18	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$3.2M	+13%	6.4k	493.29	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$3.2M	-3%	9.2k	341.86	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$3.1M	+38%	24k	129.89	View chart
Hormel Foods Corp Stock (HRL)	0.1	$3.0M	+38341%	124k	24.22	View chart
Walmart Stock (WMT)	0.1	$2.9M		24k	119.70	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.1	$2.8M	+118%	60k	46.63	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$2.5M	+161%	87k	28.90	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.1	$2.4M	+4612%	13k	185.27	View chart
Calamos Autocallable Income Etf Etf (CAIE)	0.1	$2.3M	NEW	86k	27.05	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.1	$2.3M	-3%	8.9k	258.39	View chart
Home Depot Stock (HD)	0.1	$2.2M	+33%	5.8k	380.14	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	0.1	$2.1M	+4166%	36k	58.85	View chart
Ishares Silver Trust Etf (SLV)	0.1	$2.0M	+268%	25k	81.02	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$2.0M	-4%	22k	92.62	View chart
Vaneck Bdc Income Etf Etf (BIZD)	0.1	$2.0M	+3239%	135k	14.53	View chart
Ishares Select Dividend Etf Etf (DVY)	0.1	$1.9M	+15%	13k	147.52	View chart
Caterpillar Stock (CAT)	0.1	$1.9M	+39%	3.0k	646.95	View chart
State Street Real Estate Select Sector Spdr Etf Etf (XLRE)	0.1	$1.9M	-6%	45k	42.21	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$1.9M	+2%	32k	58.41	View chart
Nextera Energy Stock (NEE)	0.1	$1.9M		22k	83.63	View chart
Invesco S&p 500 Equal Weight Real Estate Etf Etf (RSPR)	0.1	$1.9M	-4%	53k	35.10	View chart
Edison Intl Stock (EIX)	0.1	$1.9M		30k	62.39	View chart
Ishares S&p 100 Etf Etf (OEF)	0.1	$1.8M	+31%	5.1k	343.08	View chart
Mcdonalds Corp Stock (MCD)	0.1	$1.7M	+5%	5.6k	307.40	View chart
Rex Fang & Innovation Equity Premium Income Etf Etf (FEPI)	0.1	$1.7M	-10%	38k	45.40	View chart
Vaneck Fallen Angel High Yield Bond Etf Etf (ANGL)	0.1	$1.7M	+827%	58k	29.58	View chart
Netflix Stock (NFLX)	0.1	$1.7M	+224%	19k	88.00	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$1.6M	+48%	5.4k	300.36	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$1.6M	-8%	7.5k	217.27	View chart
Ishares Core 10 Year Usd Bond Etf Etf (ILTB)	0.1	$1.6M	+6964%	32k	49.99	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.1	$1.6M	+627%	6.1k	261.63	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.1	$1.5M	-27%	17k	91.54	View chart
First Trust Water Etf Etf (FIW)	0.1	$1.5M	NEW	13k	115.75	View chart
First Trust Nasdaq Semiconductor Etf Etf (FTXL)	0.1	$1.5M	NEW	9.9k	148.63	View chart
First Trust Industrials/producer Durables Alphadex Fund Etf (FXR)	0.1	$1.5M		17k	87.40	View chart
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)	0.1	$1.4M	NEW	5.9k	236.97	View chart
Bank America Corp Stock (BAC)	0.1	$1.4M		26k	52.97	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.1	$1.4M	-3%	23k	61.12	View chart
Sempra Stock (SRE)	0.1	$1.3M		15k	92.55	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$1.3M	+18%	2.8k	485.02	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$1.3M	+45%	1.4k	963.39	View chart
Invesco Emerging Markets Sovereign Debt Etf Etf (PCY)	0.1	$1.3M	+797%	60k	21.64	View chart
Johnson & Johnson Stock (JNJ)	0.1	$1.3M	+3%	5.8k	218.68	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$1.3M	+5%	16k	78.64	View chart
Boeing Stock (BA)	0.1	$1.2M		5.0k	247.69	View chart
Visa Inc Com Cl A Stock (V)	0.1	$1.2M	+21%	3.7k	328.26	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$1.2M	+147%	9.5k	128.62	View chart
Parker-hannifin Corp Stock (PH)	0.1	$1.2M	-7%	1.3k	944.42	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$1.2M	+14%	16k	74.20	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.1	$1.2M	-2%	16k	70.92	View chart
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG)	0.1	$1.2M	+118221%	23k	51.24	View chart
Vaneck International High Yield Bond Etf Etf (IHY)	0.1	$1.1M	NEW	52k	22.03	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.1	$1.1M	-36%	15k	73.46	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$1.1M	-30%	5.5k	203.30	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.1	$1.1M	+513%	11k	105.25	View chart
Southern Stock (SO)	0.1	$1.1M	+270%	12k	88.90	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$1.1M	+154%	11k	99.53	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.1	$1.1M	+28%	11k	100.05	View chart
Micron Technology Stock (MU)	0.0	$1.0M	+85%	2.8k	362.75	View chart
Chevron Corp Stock (CVX)	0.0	$1.0M	+9%	6.0k	166.26	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$998k	+27%	5.8k	170.96	View chart
Verizon Communications Stock (VZ)	0.0	$992k	+58%	26k	38.91	View chart
Bondbloxx Irm Tax-aware Short Duration Etf Etf (TAXX)	0.0	$975k		19k	50.87	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.0	$966k	+967%	16k	61.67	View chart
Neos S&p 500 High Income Etf Etf (SPYI)	0.0	$958k	NEW	18k	53.10	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.0	$939k	+879%	6.4k	145.63	View chart
Duke Energy Corp Stock (DUK)	0.0	$930k	+334%	7.8k	119.22	View chart
Invesco Dorsey Wright Smallcap Momentum Etf Etf (DWAS)	0.0	$906k	NEW	8.9k	101.87	View chart
Amgen Stock (AMGN)	0.0	$885k	+3%	2.7k	330.40	View chart
Proshares Ultrapro S&p500 Etf (UPRO)	0.0	$873k	NEW	7.3k	120.13	View chart
American Express Stock (AXP)	0.0	$868k	+431%	2.4k	364.81	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.0	$834k	+4%	1.7k	493.35	View chart
Oracle Corp Stock (ORCL)	0.0	$833k	+80%	4.4k	191.07	View chart
Starbucks Corp Stock (SBUX)	0.0	$832k		8.9k	92.99	View chart
First Trust Utilities Alphadex Fund Etf (FXU)	0.0	$821k	NEW	18k	46.50	View chart
First Trust Technology Alphadex Fund Etf (FXL)	0.0	$811k	NEW	4.6k	174.64	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$804k	+31%	12k	65.14	View chart
Kla Corp Stock (KLAC)	0.0	$803k	+68%	512.00	1567.89	View chart
Vanguard Value Etf Etf (VTV)	0.0	$797k	+51%	4.0k	198.37	View chart
Smartstop Self Storag Reit Reit (SMA)	0.0	$784k	-20%	23k	33.64	View chart
Ge Aerospace Stock (GE)	0.0	$777k		2.4k	325.13	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$768k	-26%	1.3k	582.64	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$761k	+53%	5.1k	148.86	View chart
Fidus Invt Corp Cef (FDUS)	0.0	$759k	+2036%	38k	19.91	View chart
Rlj Lodging Tr Cum Conv Pfd A Reit (RLJ.PA)	0.0	$736k	+3930%	29k	25.10	View chart
Procter & Gamble Stock (PG)	0.0	$728k	+2%	5.0k	144.54	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.0	$714k	+310%	17k	43.39	View chart
Ishares Gold Trust Etf (IAU)	0.0	$696k	+29%	8.1k	86.26	View chart
Ishares Europe Etf Etf (IEV)	0.0	$683k	NEW	9.7k	70.64	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$681k	+499%	2.5k	275.56	View chart
Neos Nasdaq 100 High Income Etf Etf (QQQI)	0.0	$672k	NEW	12k	54.36	View chart
Cohen & Steers Reit & Pfd & Com Cef (RNP)	0.0	$670k		33k	20.31	View chart
Omega Healthcare Invs Reit (OHI)	0.0	$667k	+106%	15k	44.72	View chart
Rtx Corporation Stock (RTX)	0.0	$667k		3.3k	201.95	View chart
Oaktree Specialty Lending Corp Cef (OCSL)	0.0	$637k	+1378%	50k	12.87	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$622k	+39%	8.9k	70.06	View chart
Invesco S&p 500 Momentum Etf Etf (SPMO)	0.0	$619k	+351%	5.2k	120.00	View chart
Wells Fargo Stock (WFC)	0.0	$611k	-5%	6.9k	88.38	View chart
Altria Group Stock (MO)	0.0	$610k	+19%	9.9k	61.76	View chart
Ft Vest Rising Dividend Achievers Target Income Etf Etf (RDVI)	0.0	$590k	NEW	22k	27.40	View chart
Advanced Micro Devices Stock (AMD)	0.0	$588k	+36%	2.5k	231.83	View chart
Coca Cola Stock (KO)	0.0	$586k	+29%	8.3k	70.44	View chart
Merck & Co Stock (MRK)	0.0	$585k	+4%	5.4k	108.83	View chart
Apple Hospitality Reit Reit (APLE)	0.0	$569k	+65%	46k	12.38	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$566k	+14%	6.1k	92.75	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$557k	+2%	1.0k	539.62	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.0	$556k	-15%	11k	48.54	View chart
First Trust Nyse Arca Biotechnology Index Fund Etf (FBT)	0.0	$548k	+259300%	2.6k	211.36	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.0	$545k	+4642%	11k	48.69	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.0	$544k	+10%	3.5k	155.73	View chart
First Trust Smith Opportunistic Fixed Income Etf Etf (FIXD)	0.0	$542k	+1220700%	12k	44.40	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$540k	+17%	19k	27.96	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.0	$538k	+122%	2.1k	255.68	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.0	$536k	+22%	9.3k	57.66	View chart
Xtrackers Msci All World Ex Us Hedged Equity Etf Etf (DBAW)	0.0	$535k	NEW	12k	43.23	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.0	$534k	+6%	1.6k	326.23	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$533k	+307%	2.7k	199.03	View chart
Whitehorse Fin Cef (WHF)	0.0	$532k	-91%	77k	6.92	View chart
Quanta Svcs Stock (PWR)	0.0	$532k	+804%	1.1k	466.78	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$525k	+5%	16k	32.90	View chart
Philip Morris Intl Stock (PM)	0.0	$519k	+12%	3.0k	173.60	View chart
Alliancebernstein Global High Cef (AWF)	0.0	$517k		49k	10.53	View chart
Ishares U.s. Thematic Rotation Active Etf Etf (THRO)	0.0	$496k	-16%	13k	39.09	View chart
Goldman Sachs Group Stock (GS)	0.0	$493k	+230%	513.00	961.30	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 Q4 filed Jan. 21, 2026
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

View all past filings

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