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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 HTGC, ARCC, GBDC, TSLX, OBDC, and represent 11.27% of Sound Income Strategies's stock portfolio.
Added to shares of these 10 stocks: AMT (+$17M), CLX (+$9.2M), G (+$6.3M), ACN (+$6.0M), KHC, MGK, HTGC, WSBC, SJM, SPYM.
Started 10 new stock positions in CORO, SPTS, SPCX, QQQH, RDFI, First Tr Exchange-traded, HYBI, SLRC, DFAX, G.
Reduced shares in these 10 stocks: DLR (-$19M), C (-$12M), CSCO (-$9.2M), DINO (-$5.1M), BNY, MAIN, BEN, PFG, DIVY, NSA.
Sold out of its positions in AIR, ACCO, ADMA, AGNC, AES, ENFR, AMC, ANIP, ANGI, APG.
Sound Income Strategies was a net buyer of stock by $41M.
Sound Income Strategies has $2.2B in assets under management (AUM), dropping by 7.61%.
Central Index Key (CIK): 0001730960

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Portfolio Holdings for Sound Income Strategies

Sound Income Strategies holds 483 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Hercules Technology Growth Capital (HTGC)	2.6	$58M	+8%	3.7M	15.77	View chart
Ares Capital Corporation (ARCC)	2.3	$51M	+3%	2.8M	18.53	View chart
Golub Capital BDC (GBDC)	2.2	$50M	+3%	3.9M	12.88	View chart
Sixth Street Specialty Lending (TSLX)	2.1	$47M	+5%	2.7M	17.17	View chart
Owl Rock Capital Corporation (OBDC)	2.1	$46M	+5%	4.2M	10.87	View chart
Blackstone Secd Lending Common Stock (BXSL)	1.9	$43M	+5%	1.8M	23.71	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	1.9	$43M		1.0M	42.41	View chart
Vaneck Etf Trust Emerging Mrkt Hi (HYEM)	1.9	$42M		2.1M	20.11	View chart
Ishares Jp Mrgn Em Hi Bd (EMHY)	1.8	$40M		975k	40.66	View chart
Pennantpark Floating Rate Capi (PFLT)	1.8	$39M	+5%	5.2M	7.48	View chart
Tidal Trust I Sound Enhanced (FXED)	1.4	$32M	+5%	1.8M	17.53	View chart
Simon Property (SPG)	1.3	$29M		128k	223.65	View chart
Apple (AAPL)	1.2	$28M	+2%	96k	289.36	View chart
Cisco Systems (CSCO)	1.2	$27M	-25%	226k	117.46	View chart
Omni (OMC)	1.2	$26M		359k	72.83	View chart
Alpine Income Ppty Tr (PINE)	1.2	$26M	+2%	1.2M	20.76	View chart
Caretrust Reit (CTRE)	1.1	$25M		628k	40.35	View chart
Abbvie (ABBV)	1.1	$24M		97k	251.64	View chart
Principal Financial (PFG)	1.1	$24M	-8%	223k	107.78	View chart
M&T Bank Corporation (MTB)	1.1	$24M		100k	238.01	View chart
National Retail Properties (NNN)	1.0	$23M	+3%	493k	46.53	View chart
Greif CL B (GEF.B)	1.0	$23M		243k	93.54	View chart
Trinity Cap (TRIN)	1.0	$23M	+9%	1.3M	17.89	View chart
Citigroup Com New (C)	1.0	$23M	-34%	162k	139.96	View chart
Realty Income (O)	1.0	$23M	+3%	365k	61.96	View chart
Totalenergies Se Act (TTE)	1.0	$23M		290k	77.76	View chart
Capital Southwest Corporation (CSWC)	1.0	$22M	+3%	934k	23.77	View chart
Tidal Trust I Sound Equit Etf (DIVY)	1.0	$22M	-4%	758k	29.00	View chart
Enbridge (ENB)	1.0	$22M		398k	54.21	View chart
Citizens Financial (CFG)	0.9	$21M		298k	70.07	View chart
Amcor Com New (AMCR)	0.9	$21M		480k	43.35	View chart
National Health Investors (NHI)	0.9	$21M	+4%	270k	76.26	View chart
Gaming & Leisure Pptys (GLPI)	0.9	$20M	+4%	447k	44.53	View chart
Pfizer (PFE)	0.9	$19M		806k	24.08	View chart
NVIDIA Corporation (NVDA)	0.9	$19M	+15%	97k	200.09	View chart
Vici Pptys (VICI)	0.9	$19M	+5%	727k	26.55	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.9	$19M	+2%	1.0M	18.43	View chart
Sabra Health Care REIT (SBRA)	0.9	$19M	+5%	971k	19.51	View chart
International Business Machines (IBM)	0.8	$18M		65k	281.21	View chart
Eversource Energy (ES)	0.8	$18M		254k	72.27	View chart
GSK Sponsored Adr (GSK)	0.8	$18M		339k	52.42	View chart
Sonoco Products Company (SON)	0.8	$17M		310k	56.35	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$17M	+2%	48k	357.37	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$17M	+15%	23k	748.90	View chart
American Tower Reit (AMT)	0.8	$17M	+23690%	104k	163.57	View chart
United Parcel Svcs CL B (UPS)	0.7	$17M		155k	107.50	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.7	$16M	+14%	175k	93.63	View chart
Perrigo SHS (PRGO)	0.7	$16M		1.6M	10.39	View chart
Franklin Resources (BEN)	0.7	$16M	-12%	476k	33.27	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.7	$16M	+15%	93k	170.14	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.7	$16M	+17%	238k	66.03	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.7	$16M	+16%	54k	287.68	View chart
Corebridge Finl (CRBG)	0.7	$16M		544k	28.63	View chart
Amazon (AMZN)	0.7	$16M	+3%	65k	238.34	View chart
Scotts Miracle-gro Cl A (SMG)	0.7	$15M		224k	68.11	View chart
Bondbloxx Etf Trust Jp Mor Usd 1 Etf (XEMD)	0.7	$15M	+2%	338k	44.92	View chart
Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY)	0.7	$15M	+2%	760k	19.70	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.6	$14M	+18%	47k	306.30	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.6	$14M	+78%	110k	124.44	View chart
Microsoft Corporation (MSFT)	0.6	$14M	+5%	37k	373.02	View chart
T Rowe Price Exchange-traded Price Blue Chip (TCHP)	0.6	$14M	+18%	271k	50.09	View chart
Smucker J M Com New (SJM)	0.6	$14M	+33%	121k	112.50	View chart
Provident Financial Services (PFS)	0.6	$14M		570k	23.64	View chart
Oneok (OKE)	0.6	$13M		153k	86.94	View chart
At&t (T)	0.6	$13M		630k	20.70	View chart
Avista Corporation (AVA)	0.6	$12M	+2%	301k	40.91	View chart
Kraft Heinz (KHC)	0.6	$12M	+60%	519k	23.62	View chart
Stanley Black & Decker (SWK)	0.5	$12M		124k	94.12	View chart
Valero Energy Corporation (VLO)	0.5	$11M		44k	260.44	View chart
Tesla Motors (TSLA)	0.5	$11M	+5%	27k	420.60	View chart
Hasbro (HAS)	0.5	$11M		138k	82.59	View chart
Runway Growth Finance Corp (RWAY)	0.5	$11M	+8%	2.0M	5.61	View chart
Pepsi (PEP)	0.5	$11M		81k	135.40	View chart
Meta Platforms Cl A (META)	0.5	$11M	+2%	19k	563.28	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$10M		29k	353.32	View chart
Hf Sinclair Corp (DINO)	0.5	$10M	-32%	148k	69.65	View chart
Viatris (VTRS)	0.5	$10M		645k	15.88	View chart
H&R Block (HRB)	0.4	$10M		262k	38.08	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$9.5M	-4%	13k	736.40	View chart
Clorox Company (CLX)	0.4	$9.2M	+267827%	97k	95.44	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$9.1M		13k	686.81	View chart
Series Portfolios Tr Eldridge Bbb B (CLOZ)	0.4	$8.7M	+22%	331k	26.42	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.4	$8.7M	+22%	370k	23.44	View chart
Dbx Etf Tr Xtrackers High (HYUP)	0.4	$8.6M	+22%	207k	41.65	View chart
Bondbloxx Etf Trust Ccc Rt Usd Hi Yl (XCCC)	0.4	$8.5M	+23%	233k	36.56	View chart
Bank of New York Mellon Corporation (BNY)	0.4	$7.8M	-37%	54k	144.61	View chart
Nomad Foods Usd Ord Shs (NOMD)	0.3	$7.5M		686k	10.95	View chart
Fidelity Natl Finl Com Shs (FNF)	0.3	$7.4M		157k	47.16	View chart
Adt (ADT)	0.3	$7.2M		1.1M	6.50	View chart
Eli Lilly & Co. (LLY)	0.3	$7.0M		5.8k	1199.37	View chart
ConAgra Foods (CAG)	0.3	$6.9M	+19%	516k	13.46	View chart
Dentsply Sirona (XRAY)	0.3	$6.8M		643k	10.61	View chart
Wendy's/arby's Group (WEN)	0.3	$6.5M		784k	8.29	View chart
Brink's Company (BCO)	0.3	$6.4M		68k	94.49	View chart
Genpact SHS (G)	0.3	$6.3M	NEW	231k	27.50	View chart
Smurfit Westrock SHS (SW)	0.3	$6.3M		135k	46.26	View chart
National Storage Affiliates Com Shs Ben In (NSA)	0.3	$6.2M	-10%	139k	44.47	View chart
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)	0.3	$5.8M		67k	86.61	View chart
Proshares Tr Hgh Yld Int Rate (HYHG)	0.3	$5.8M		89k	64.88	View chart
Ishares U S Etf Tr Int Rt Hd Long (IGBH)	0.3	$5.7M		233k	24.58	View chart
Spdr Series Trust St Term High Etf (SJNK)	0.3	$5.7M	-2%	227k	25.03	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.3	$5.6M		58k	96.37	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$5.5M	+459%	63k	87.91	View chart
Baker Hughes Company Cl A (BKR)	0.2	$5.4M		98k	55.50	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.2	$5.4M	+16%	101k	53.09	View chart
Nortonlifelock (GEN)	0.2	$5.4M		216k	24.89	View chart
Carlyle Group (CG)	0.2	$5.3M		127k	42.11	View chart
Global Payments (GPN)	0.2	$5.2M		72k	72.56	View chart
Match Group (MTCH)	0.2	$5.2M		137k	38.05	View chart
Broadcom (AVGO)	0.2	$5.1M	+7%	14k	377.74	View chart
Sensata Technologies Hldg Pl SHS (ST)	0.2	$5.0M		105k	47.74	View chart
Molson Coors Beverage CL B (TAP)	0.2	$5.0M		128k	38.96	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.2	$4.8M		444k	10.84	View chart
Global X Fds Glbx Suprinc Etf (SPFF)	0.2	$4.6M	-3%	487k	9.38	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$4.4M		247k	17.88	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.2	$4.4M	-2%	244k	17.84	View chart
JPMorgan Chase & Co. (JPM)	0.2	$4.3M	+8%	13k	327.32	View chart
Etf Ser Solutions Aam Lw Dur Pfd (PFLD)	0.2	$4.2M	-2%	217k	19.55	View chart
Global X Fds Us Pfd Etf (PFFD)	0.2	$4.2M	-2%	226k	18.69	View chart
Tyson Foods Cl A (TSN)	0.2	$4.2M		73k	57.25	View chart
Spdr Series Trust St Str Pfd Etf (PSK)	0.2	$4.1M		134k	30.53	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.2	$4.1M	-2%	199k	20.57	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$4.1M		5.5k	746.72	View chart
LKQ Corporation (LKQ)	0.2	$4.0M		151k	26.33	View chart
WesBan (WSBC)	0.2	$3.9M	+4936%	101k	39.03	View chart
Sanofi Sa Sponsored Adr (SNY)	0.2	$3.9M		91k	42.66	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$3.9M	-7%	28k	137.53	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$3.8M	-10%	10k	368.39	View chart
Open Text Corp (OTEX)	0.2	$3.8M	+2%	173k	22.15	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$3.8M	+24%	19k	197.60	View chart
Micron Technology (MU)	0.2	$3.7M	+11%	3.2k	1154.24	View chart
Exxon Mobil Corporation (XOM)	0.2	$3.5M	+5%	26k	136.72	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$3.4M	+6%	10k	342.82	View chart
Caterpillar (CAT)	0.2	$3.4M	+5%	3.2k	1064.98	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$3.4M	+2%	6.7k	500.39	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$3.3M	+14%	105k	31.71	View chart
Calamos Etf Tr Autoc Incom Etf (CAIE)	0.1	$3.3M	+17%	120k	27.21	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$3.2M	+8%	70k	46.15	View chart
Main Street Capital Corporation (MAIN)	0.1	$3.1M	-49%	60k	51.88	View chart
Hormel Foods Corporation (HRL)	0.1	$3.1M		124k	24.82	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$3.0M	+1212%	34k	87.88	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.1	$2.8M		9.9k	284.94	View chart
Stellantis SHS (STLA)	0.1	$2.7M	+3%	471k	5.74	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.1	$2.6M	+31%	206k	12.66	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$2.5M	+37%	30k	82.84	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$2.4M	+24%	84k	29.24	View chart
Wal-Mart Stores (WMT)	0.1	$2.4M		21k	113.26	View chart
Johnson & Johnson (JNJ)	0.1	$2.4M	+59%	9.4k	253.98	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.1	$2.3M	+19%	47k	49.25	View chart
Ea Series Trust Asto Us Grow Etf (GQQQ)	0.1	$2.2M	+476%	61k	36.32	View chart
Edison International (EIX)	0.1	$2.1M		29k	74.45	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$2.1M	+13%	5.6k	370.04	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$2.1M		34k	61.23	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$2.0M	+26%	29k	68.01	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$2.0M	-2%	21k	96.43	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$1.9M		8.6k	227.06	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$1.9M	-5%	34k	56.48	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.1	$1.9M	-2%	43k	44.03	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$1.9M	-2%	5.6k	334.69	View chart
Advanced Micro Devices (AMD)	0.1	$1.9M	+9%	3.2k	580.91	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.1	$1.9M	+24%	86k	21.65	View chart
Home Depot (HD)	0.1	$1.8M	-5%	5.2k	352.70	View chart
Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR)	0.1	$1.8M		50k	36.56	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.8M	+319%	23k	80.57	View chart
Ea Series Trust Ea Astoria Dynmc (AGGA)	0.1	$1.8M	+1055%	73k	25.13	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)	0.1	$1.8M	+27%	14k	127.31	View chart
Applied Materials (AMAT)	0.1	$1.7M	+14%	2.3k	723.13	View chart
Costco Wholesale Corporation (COST)	0.1	$1.7M	+15%	1.8k	935.24	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$1.7M		1.7k	965.00	View chart
Vaneck Etf Trust International Hi (IHY)	0.1	$1.6M	+29%	75k	21.66	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.6M	-6%	10k	156.30	View chart
Kla Corp Com New (KLAC)	0.1	$1.6M	+944%	5.3k	301.69	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.6M	+6%	11k	148.31	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.1	$1.6M	+109%	30k	52.72	View chart
McDonald's Corporation (MCD)	0.1	$1.6M	+3%	5.8k	270.31	View chart
Bank of America Corporation (BAC)	0.1	$1.5M		27k	56.98	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.5M	+475%	18k	86.14	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$1.5M	+451%	30k	50.39	View chart
Sandisk Corp (SNDK)	0.1	$1.5M	+35%	656.00	2273.73	View chart
Netflix (NFLX)	0.1	$1.4M	+10%	20k	71.40	View chart
First Tr Exchange-traded Indls Prod Dur (FXR)	0.1	$1.4M		16k	91.12	View chart
Nextera Energy (NEE)	0.1	$1.4M	+4%	16k	87.77	View chart
Fidus Invt (FDUS)	0.1	$1.4M	+76%	73k	19.07	View chart
Visa Com Cl A (V)	0.1	$1.4M	+6%	4.0k	343.11	View chart
Etf Opportunities Trust Rex Fa In Eq Etf (FEPI)	0.1	$1.4M		32k	43.12	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$1.4M	+15%	22k	62.20	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.4M	-14%	3.7k	365.86	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$1.3M	-13%	5.1k	264.72	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.1	$1.3M	+18%	24k	56.79	View chart
Sempra Energy (SRE)	0.1	$1.3M		15k	92.71	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$1.3M	-2%	12k	109.52	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.3M	+6%	12k	103.88	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.3M	+87%	11k	116.67	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$1.3M	+4%	6.6k	190.51	View chart
Parker-Hannifin Corporation (PH)	0.1	$1.2M		1.3k	977.82	View chart
Procter & Gamble Company (PG)	0.1	$1.2M	+55%	8.1k	146.65	View chart
Western Digital (WDC)	0.1	$1.2M	+54%	1.8k	638.74	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$1.1M		10k	110.15	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$1.1M	+129%	43k	26.52	View chart
Boeing Company (BA)	0.1	$1.1M	+2%	5.3k	216.46	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.0	$1.1M	+81%	18k	60.29	View chart
Chevron Corporation (CVX)	0.0	$1.1M	+10%	6.6k	165.76	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	0.0	$1.1M	+977%	22k	49.09	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.0	$1.1M	-4%	22k	50.50	View chart
Dbx Etf Tr Xtrack Msci All (DBAW)	0.0	$1.1M	+26%	22k	48.48	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$1.1M		4.8k	217.93	View chart
Ge Aerospace Com New (GE)	0.0	$1.0M	+14%	2.8k	373.76	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.0	$1.0M	+26%	20k	51.78	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$1.0M	+2%	14k	71.25	View chart
First Tr Exchange-traded Tech Alphadex (FXL)	0.0	$1.0M		4.6k	217.22	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$987k	+5%	3.3k	303.11	View chart
Invesco Exchange Traded Fd T Semiconductors (PSI)	0.0	$975k	+19%	5.2k	187.82	View chart
Proshares Tr Ultrpro S&p500 (UPRO)	0.0	$959k	-6%	6.8k	141.79	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.0	$950k	NEW	26k	36.60	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$942k	+11%	9.5k	98.98	View chart
Starbucks Corporation (SBUX)	0.0	$939k		9.2k	102.19	View chart
First Tr Exchange-traded Utilities Alph (FXU)	0.0	$928k		19k	49.34	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$915k	+18%	12k	77.11	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.0	$894k	-25%	9.8k	91.64	View chart
Ea Series Trust Ast Equ Kin Etf (ROE)	0.0	$892k	+445%	21k	42.63	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$873k	+33%	1.8k	477.45	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$871k	+27%	4.0k	219.43	View chart
Coca-Cola Company (KO)	0.0	$869k	+9%	11k	81.27	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$863k	+9%	2.8k	302.95	View chart
Intel Corporation (INTC)	0.0	$850k	+25%	6.1k	139.64	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$840k	-19%	11k	76.55	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$833k		1.6k	522.50	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$831k	+5%	1.1k	763.43	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$827k		16k	53.47	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$819k		5.2k	158.02	View chart
Amgen (AMGN)	0.0	$813k	+5%	2.2k	362.12	View chart
American Express Company (AXP)	0.0	$812k	+2%	2.4k	338.30	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$810k		5.0k	161.56	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$767k	+475%	2.3k	334.85	View chart
Palo Alto Networks (PANW)	0.0	$752k		2.2k	341.01	View chart
Apple Hospitality Reit Com New (APLE)	0.0	$750k	+2%	45k	16.81	View chart
Verizon Communications (VZ)	0.0	$732k	-5%	17k	42.34	View chart
Investment Managers Ser Tr I Astoria Real (PPI)	0.0	$730k	+663%	34k	21.29	View chart
Comfort Systems USA (FIX)	0.0	$727k	+162%	367.00	1981.99	View chart
Oaktree Specialty Lending Corp (OCSL)	0.0	$719k	+11%	60k	11.94	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.0	$702k	+24%	16k	43.11	View chart
Oracle Corporation (ORCL)	0.0	$699k	+3%	4.8k	146.54	View chart
Ge Vernova (GEV)	0.0	$698k	+24%	594.00	1174.89	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.0	$695k	-2%	2.8k	247.89	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$691k	+25%	7.8k	89.01	View chart
Ishares Tr Europe Etf (IEV)	0.0	$677k		9.3k	72.85	View chart
Rlj Lodging Tr Cum Conv Pfd A (RLJ.PA)	0.0	$673k	-4%	27k	24.52	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)	0.0	$671k		4.9k	136.31	View chart
Ishares Tr Select Us Reit (ICF)	0.0	$669k	+35%	9.9k	67.63	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$668k	-9%	9.1k	73.41	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$667k		6.9k	96.58	View chart
Omega Healthcare Investors (OHI)	0.0	$650k	-4%	14k	47.68	View chart
Evergy (EVRG)	0.0	$638k	-10%	7.4k	86.43	View chart
UnitedHealth (UNH)	0.0	$635k	+8%	1.5k	415.51	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.0	$634k		22k	29.40	View chart
Merck & Co (MRK)	0.0	$632k	+3%	4.9k	128.51	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.0	$629k	+106%	5.3k	118.99	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$628k	+21%	10k	61.46	View chart
Lockheed Martin Corporation (LMT)	0.0	$627k	+3%	1.2k	509.27	View chart
Kinder Morgan (KMI)	0.0	$623k		20k	31.97	View chart
Raytheon Technologies Corp (RTX)	0.0	$622k		3.3k	189.73	View chart
Applovin Corp Com Cl A (APP)	0.0	$615k	+133%	1.2k	515.41	View chart
Mastercard Incorporated Cl A (MA)	0.0	$615k	+14%	1.2k	513.52	View chart
Morgan Stanley Com New (MS)	0.0	$612k	+118%	2.9k	209.07	View chart
Coherent Corp (COHR)	0.0	$611k	+252%	1.5k	394.43	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.0	$610k	+430%	14k	44.36	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$607k		10k	59.69	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$597k		2.8k	212.75	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$597k	+28%	3.4k	176.63	View chart
Altria (MO)	0.0	$593k	+10%	8.2k	71.95	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$592k	+24%	6.3k	94.52	View chart
Enterprise Products Partners (EPD)	0.0	$591k		16k	36.76	View chart
Neos Etf Trust S&p 500 Hedg Etf (SPYH)	0.0	$585k	+30%	11k	55.79	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$579k		7.7k	75.50	View chart
Wells Fargo & Company (WFC)	0.0	$573k		6.9k	82.64	View chart
Goldman Sachs (GS)	0.0	$570k	+8%	563.00	1012.01	View chart
Invesco Exchange Traded Fd T Bldg Constr Etf (PKB)	0.0	$569k	+40%	5.1k	112.06	View chart
Cohen & Steers REIT/P (RNP)	0.0	$564k	-7%	28k	20.30	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$558k	+766%	4.7k	119.53	View chart
Charles Schwab Corporation (SCHW)	0.0	$548k	+220%	5.9k	92.28	View chart
Philip Morris International (PM)	0.0	$541k	+6%	3.0k	180.90	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$539k	+25%	2.1k	252.25	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.0	$537k		2.8k	193.77	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.0	$535k	NEW	3.1k	170.86	View chart
Teradyne (TER)	0.0	$529k	+224%	1.1k	483.86	View chart
Marathon Petroleum Corp (MPC)	0.0	$528k	+2%	2.1k	255.65	View chart
Seacoast Bkg Corp Fla Com New (SBCF)	0.0	$527k		16k	33.25	View chart
Ishares Tr Broad Usd High (USHY)	0.0	$521k	+13%	14k	37.02	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.0	$519k	+111%	5.4k	96.47	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN)	0.0	$517k	-8%	2.0k	260.71	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.0	$505k	-2%	3.2k	158.68	View chart
Spdr Series Trust St Str Sp Semi (XSD)	0.0	$502k		804.00	623.70	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.0	$497k		11k	43.61	View chart
Prudential Financial (PRU)	0.0	$484k		4.5k	107.93	View chart
Ssga Active Tr Sst Bridgewater (ALLW)	0.0	$483k	+425%	17k	29.27	View chart
Whitehorse Finance (WHF)	0.0	$476k	-2%	71k	6.70	View chart
Novartis Sponsored Adr (NVS)	0.0	$476k	+428%	3.0k	156.71	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.0	$474k	+27%	3.1k	152.20	View chart
Southern Company (SO)	0.0	$472k	-29%	4.9k	95.70	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$471k		4.3k	109.07	View chart
Deere & Company (DE)	0.0	$471k		742.00	634.64	View chart
AFLAC Incorporated (AFL)	0.0	$469k		4.0k	117.25	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$466k	+36%	5.5k	85.48	View chart
Ross Stores (ROST)	0.0	$448k	+2%	2.1k	212.83	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.0	$443k	-4%	16k	27.05	View chart
First Tr Exchange-traded Nasdaq 100 Ex (QQXT)	0.0	$441k	-2%	4.5k	97.62	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$439k	-22%	5.3k	82.64	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$438k	+56%	2.8k	156.94	View chart
Marvell Technology (MRVL)	0.0	$437k	+339%	1.5k	297.85	View chart
First Tr Exchange-traded SHS (FDL)	0.0	$437k		9.0k	48.66	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.0	$436k	-20%	5.7k	76.80	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.0	$432k		14k	30.23	View chart
Arista Networks Com Shs (ANET)	0.0	$426k	+17%	2.5k	169.89	View chart
TJX Companies (TJX)	0.0	$422k	+20%	2.8k	151.49	View chart
Datadog Cl A Com (DDOG)	0.0	$421k	+82%	1.6k	260.44	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.0	$414k	-5%	12k	33.46	View chart
Cardinal Health (CAH)	0.0	$410k	-11%	1.7k	237.58	View chart
Ciena Corp Com New (CIEN)	0.0	$406k	+262%	827.00	490.56	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	0.0	$406k	+386%	4.4k	92.97	View chart
Modine Manufacturing (MOD)	0.0	$402k		1.5k	267.02	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$398k	-41%	8.8k	45.34	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$391k		3.9k	100.36	View chart
Snowflake Com Shs (SNOW)	0.0	$390k	+53%	1.5k	254.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.0	$389k		8.3k	46.85	View chart
Williams Companies (WMB)	0.0	$386k	-13%	5.2k	74.34	View chart
State Street Corporation (STT)	0.0	$381k	+649%	2.2k	169.63	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$380k	+44%	13k	30.49	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$378k	+28%	5.5k	68.41	View chart
First Tr Exchange-traded Materials Alph (FXZ)	0.0	$378k	+3%	4.8k	79.44	View chart
Automatic Data Processing (ADP)	0.0	$377k	+4%	1.7k	223.96	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$377k	-10%	189.00	1994.19	View chart
Kroger (KR)	0.0	$369k	+2%	6.6k	55.53	View chart
Norfolk Southern (NSC)	0.0	$363k	+10%	1.2k	314.65	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.0	$362k	-2%	8.0k	45.07	View chart
3M Company (MMM)	0.0	$354k	+12%	2.2k	161.90	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.0	$354k	+3%	3.9k	89.85	View chart
Vanguard World Energy Etf (VDE)	0.0	$353k	+9%	2.4k	150.14	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.0	$352k	-11%	4.6k	75.88	View chart
Collaborative Investmnt Ser Rare Dy Fixe Etf (RDFI)	0.0	$352k	NEW	15k	23.82	View chart
Lyondellbasell Industries Nv Shs - A - (LYB)	0.0	$352k		6.7k	52.65	View chart
California Water Service (CWT)	0.0	$351k		7.2k	48.65	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$346k		1.5k	225.49	View chart
Neos Etf Trust Enhanced Income (HYBI)	0.0	$345k	NEW	7.0k	49.25	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.0	$345k		5.3k	65.58	View chart
Duke Energy Corp Com New (DUK)	0.0	$344k	-41%	2.7k	126.56	View chart
Vanguard World Industrial Etf (VIS)	0.0	$343k	-3%	953.00	360.38	View chart
AllianceBernstein Global Hgh Incm (AWF)	0.0	$343k	-13%	33k	10.30	View chart
Digital Realty Trust (DLR)	0.0	$333k	-98%	1.9k	179.62	View chart
First Tr Exchange Traded Nasdq Phrmtcls (FTXH)	0.0	$330k		8.6k	38.19	View chart
Northrop Grumman Corporation (NOC)	0.0	$329k	-3%	646.00	509.35	View chart
Lowe's Companies (LOW)	0.0	$329k		1.5k	220.51	View chart
Tidal Trust I Dana Unco Eq Etf (DUNK)	0.0	$329k		13k	25.41	View chart
AutoZone (AZO)	0.0	$328k	+6%	102.00	3210.98	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.0	$327k		3.0k	110.85	View chart
Anthem (ELV)	0.0	$326k		842.00	386.73	View chart
Servicenow (NOW)	0.0	$325k	-18%	3.3k	99.29	View chart
Hannon Armstrong (HASI)	0.0	$325k	-5%	8.3k	39.05	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$324k	+61%	6.7k	48.43	View chart
Lam Research Corp Com New (LRCX)	0.0	$324k	+88%	747.00	433.42	View chart
Dell Technologies CL C (DELL)	0.0	$324k	+29%	750.00	431.67	View chart
Quanta Services (PWR)	0.0	$323k		448.00	720.83	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$322k	-4%	1.3k	243.00	View chart
First Tr Exchange-traded Ut Com Shs Etf (QABA)	0.0	$322k		4.8k	67.29	View chart
CVS Caremark Corporation (CVS)	0.0	$321k	+13%	3.1k	103.47	View chart
Yum! Brands (YUM)	0.0	$319k		2.0k	159.86	View chart
O'reilly Automotive (ORLY)	0.0	$318k	+8%	3.5k	92.10	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$315k	+36%	3.3k	94.58	View chart
Texas Instruments Incorporated (TXN)	0.0	$314k	+12%	1.1k	298.08	View chart
Apollo Global Mgmt (APO)	0.0	$313k	+185%	2.6k	118.32	View chart
Invesco Exchange Traded Fd T Ai And Next Gen (IGPT)	0.0	$312k		3.0k	104.10	View chart
Neos Etf Trust Enhanced Income (TLTI)	0.0	$309k	+42%	6.8k	45.74	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$309k	NEW	8.4k	36.84	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$306k	-18%	1.4k	219.21	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.0	$306k		3.0k	103.23	View chart
Phillips 66 (PSX)	0.0	$306k	+18%	1.8k	169.08	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.0	$306k	+422%	2.6k	117.09	View chart
Ishares Tr Blockchain & Tec (IBLC)	0.0	$304k		6.3k	48.13	View chart
Netstreit Corp (NTST)	0.0	$302k	-2%	14k	21.13	View chart
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI)	0.0	$301k	-6%	6.6k	45.58	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$299k	+126%	5.8k	51.85	View chart
Unilever Spon Adr New (UL)	0.0	$295k	-3%	4.9k	60.12	View chart
Bristol Myers Squibb (BMY)	0.0	$292k	+105%	5.1k	57.62	View chart
Spdr Series Trust St Inter Etf (SPTI)	0.0	$291k	+1157%	10k	28.39	View chart
Newmont Mining Corporation (NEM)	0.0	$289k	+19%	3.1k	93.40	View chart
Walt Disney Company (DIS)	0.0	$288k	-3%	3.0k	96.26	View chart
Vistra Energy (VST)	0.0	$287k	+82%	1.8k	158.63	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$284k	-10%	2.1k	136.67	View chart
Highwoods Properties (HIW)	0.0	$283k		9.4k	30.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.0	$283k		5.6k	50.15	View chart
Calamos Etf Tr Nasdaq Equity (CANQ)	0.0	$282k		9.2k	30.60	View chart
Neos Etf Trust Nasdaq 100 Hdgd (QQQH)	0.0	$280k	NEW	5.0k	55.84	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$277k		15k	19.12	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$276k	-2%	1.7k	164.27	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$274k	+77%	5.4k	50.49	View chart
Peak (DOC)	0.0	$272k		13k	21.40	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	0.0	$271k	NEW	9.4k	29.01	View chart
Uber Technologies (UBER)	0.0	$271k	+36%	3.7k	72.15	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.0	$269k		4.0k	67.38	View chart
Global X Fds Defense Tech Etf (SHLD)	0.0	$268k	+254%	4.5k	59.71	View chart
Solar Cap (SLRC)	0.0	$267k	NEW	22k	12.37	View chart
Calamos Etf Tr Nasd 100 St June (CPNJ)	0.0	$267k		9.7k	27.63	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.0	$266k		938.00	283.83	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.0	$266k	+4%	2.3k	114.86	View chart
Organon & Co Common Stock (OGN)	0.0	$265k	-3%	20k	13.54	View chart
Calamos Etf Tr S&p 500 Str July (CPSJ)	0.0	$262k	+30%	9.5k	27.66	View chart
SYSCO Corporation (SYY)	0.0	$262k		3.1k	83.59	View chart
British Amern Tob Sponsored Adr (BTI)	0.0	$260k	-3%	4.2k	61.76	View chart
Wec Energy Group (WEC)	0.0	$259k	+3%	2.2k	116.75	View chart
First Tr Exchange-traded Nat Gas Etf (FCG)	0.0	$259k	+5%	9.7k	26.61	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$256k	-2%	515.00	496.73	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$256k	-12%	4.8k	53.10	View chart
Sherwin-Williams Company (SHW)	0.0	$250k		727.00	344.35	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.0	$250k	-2%	7.9k	31.86	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.0	$250k	+5%	5.0k	49.78	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$250k	-22%	1.0k	242.41	View chart
Toro Company (TTC)	0.0	$250k		2.6k	97.41	View chart
First Tr Exchange-traded Finls Alphadex (FXO)	0.0	$248k		4.0k	62.46	View chart
United Rentals (URI)	0.0	$248k	+4%	219.00	1132.94	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.0	$246k		1.9k	127.34	View chart
Nebius Group Shs Class A (NBIS)	0.0	$244k	+240%	885.00	276.17	View chart
Constellation Energy (CEG)	0.0	$244k	+144%	984.00	248.35	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.0	$243k	-3%	2.9k	83.07	View chart
McKesson Corporation (MCK)	0.0	$242k	+97%	320.00	755.95	View chart
CSX Corporation (CSX)	0.0	$241k	-16%	5.1k	47.53	View chart
Dominion Resources (D)	0.0	$241k	+4%	3.5k	68.29	View chart
Chiron Real Estate Com New (XRN)	0.0	$240k		6.4k	37.52	View chart
Truist Financial Corp equities (TFC)	0.0	$238k	-2%	4.8k	49.82	View chart
Ford Motor Company (F)	0.0	$238k	-6%	17k	13.90	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$237k	+280%	1.9k	124.19	View chart
Iron Mountain (IRM)	0.0	$237k	-9%	1.9k	126.33	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$237k	-7%	1.6k	147.71	View chart
Expedia Group Com New (EXPE)	0.0	$237k	+236%	925.00	255.91	View chart
First Tr Exchange-traded SHS (FVD)	0.0	$237k		4.9k	48.18	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$236k	-15%	2.1k	110.33	View chart
RBB Motley Fol Etf (TMFC)	0.0	$230k	+6%	3.0k	76.16	View chart
Eaton Corp SHS (ETN)	0.0	$229k	-60%	538.00	426.39	View chart
Fortinet (FTNT)	0.0	$229k	-7%	1.5k	153.62	View chart
Thermo Fisher Scientific (TMO)	0.0	$228k	+2%	455.00	501.53	View chart
Joby Aviation Common Stock (JOBY)	0.0	$228k	+12%	26k	8.92	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.0	$228k	+3%	1.2k	185.21	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.0	$227k	+23%	5.0k	45.70	View chart
Edwards Lifesciences (EW)	0.0	$226k	+181%	2.5k	90.46	View chart
Ishares Em Mkts Div Etf (DVYE)	0.0	$226k	+74%	7.0k	32.23	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$226k	+988%	2.3k	100.27	View chart
Emerson Electric (EMR)	0.0	$226k	+10%	1.6k	143.13	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$223k		649.00	343.69	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.0	$221k	-6%	4.4k	50.04	View chart
Carter's (CRI)	0.0	$221k	-3%	5.4k	41.16	View chart
Tapestry (TPR)	0.0	$221k	+131%	1.5k	146.35	View chart
Consolidated Edison (ED)	0.0	$221k		2.0k	110.62	View chart
Innovator Etfs Trust Prem Incm 20 Bar (APRH)	0.0	$220k		8.8k	24.93	View chart
Dex (DXCM)	0.0	$217k	+123%	3.2k	67.35	View chart
Snap-on Incorporated (SNA)	0.0	$217k	-12%	538.00	402.40	View chart
Invesco Exchange Traded Fd T Next Gen Con Etf (KNCT)	0.0	$216k	+576%	1.0k	210.93	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$215k		741.00	290.63	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$215k	-7%	8.1k	26.66	View chart
Spdr Series Trust St Str Sp Metal (XME)	0.0	$214k	+8%	2.0k	106.93	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$214k	-9%	3.1k	69.08	View chart
First Tr Exchange-traded Vest Lad Aut Etf	0.0	$213k	NEW	10k	20.54	View chart
Calamos Etf Tr Russe 2000 July (CPRJ)	0.0	$213k	+52%	7.7k	27.67	View chart
Dow (DOW)	0.0	$210k	-2%	7.7k	27.36	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.0	$209k	+68%	1.6k	133.25	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$208k	+15%	1.9k	107.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.0	$207k		4.0k	52.29	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$206k		520.00	396.61	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$206k	+4%	4.1k	50.57	View chart
Pimco Dynamic Income SHS (PDI)	0.0	$206k	+63%	12k	16.70	View chart
American Financial (AFG)	0.0	$205k		1.5k	139.94	View chart
Xcel Energy (XEL)	0.0	$204k	+5%	2.5k	80.31	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.0	$203k		1.4k	146.35	View chart
Ishares Tr Residential Mult (REZ)	0.0	$201k	-4%	2.1k	94.68	View chart
Bluerock Pvt Real Estate (BPRE)	0.0	$181k	-6%	14k	13.01	View chart
Gladstone Investment Corporation (GAIN)	0.0	$162k	-2%	11k	15.46	View chart
Armada Hoffler Pptys (AHRT)	0.0	$149k	+2%	21k	7.08	View chart
Fs Kkr Capital Corp (FSK)	0.0	$117k	-6%	11k	10.50	View chart
Goldman Sachs Bdc SHS (GSBD)	0.0	$97k		10k	9.48	View chart
Barings Bdc (BBDC)	0.0	$91k	-7%	11k	8.52	View chart
Gold Resource Corporation (GORO)	0.0	$81k		64k	1.26	View chart
Ready Cap Corp Com reit (RC)	0.0	$73k		41k	1.75	View chart
Xerox Holdings Corp Com New (XRX)	0.0	$63k	+5%	20k	3.13	View chart
Genius Sports Shares Cl A (GENI)	0.0	$61k		10k	6.06	View chart
PennantPark Investment (PNNT)	0.0	$42k		12k	3.47	View chart
Standard Lithium Corp equities (SLI)	0.0	$38k		14k	2.75	View chart

Past Filings by Sound Income Strategies

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

Sound Income Strategies 2026 Q2 filed July 20, 2026
Sound Income Strategies 2026 Q1 filed April 27, 2026
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

View all past filings

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