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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 11.24% of Sound Income Strategies's stock portfolio.
Added to shares of these 10 stocks: AMCR (+$19M), ACN (+$12M), HTGC (+$9.9M), SJM (+$8.6M), HRB, CRBG, AVA, PRGO, OTEX, SPYI.
Started 229 new stock positions in RTRE, AGGA, IOT, MSA, CIEN, COGT, XSVN, VRSK, RL, PIPR.
Reduced shares in these 10 stocks: EVRG (-$15M), ENB (-$11M), MAIN (-$11M), GEF.B, PRU, ADM, GSK, HAS, DINO, C.
Sold out of its positions in PPLT, CVSA, MSOS, ALGM, AAT, AMSF, ABG, AstraZeneca, TBBK, BLFS.
Sound Income Strategies was a net buyer of stock by $49M.
Sound Income Strategies has $2.1B in assets under management (AUM), dropping by -2.03%.
Central Index Key (CIK): 0001730960

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Portfolio Holdings for Sound Income Strategies

Sound Income Strategies holds 2596 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Sound Income Strategies has 2596 total positions. Only the first 250 positions are shown.

Sign up to view all of the Sound Income Strategies March 31, 2026 positions
Download the Sound Income Strategies March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Hercules Capital Cef (HTGC)	2.4	$49M	+25%	3.4M	14.56	View chart
Ares Capital Corp Cef (ARCC)	2.3	$47M		2.7M	17.73	View chart
Golub Cap Bdc Cef (GBDC)	2.3	$47M	+4%	3.8M	12.50	View chart
Sixth Street Specialty Lending Cef (TSLX)	2.2	$47M	+2%	2.6M	18.11	View chart
Blue Owl Capital Corporation Cef (OBDC)	2.1	$43M	+5%	4.0M	10.76	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	2.1	$43M		1.0M	42.12	View chart
Vaneck Emerging Markets High Yield Bond Etf Etf (HYEM)	2.0	$41M		2.1M	19.63	View chart
Blackstone Secd Lending Cef (BXSL)	1.9	$40M	+9%	1.7M	23.33	View chart
Pennantpark Floating Rate Cap Cef (PFLT)	1.9	$40M	+6%	4.9M	8.01	View chart
Ishares J.p. Morgan Em High Yield Bond Etf Etf (EMHY)	1.9	$39M	-2%	984k	39.30	View chart
Sound Enhanced Fixed Income Etf Etf (FXED)	1.4	$29M	-3%	1.7M	17.23	View chart
Citigroup Stock (C)	1.4	$29M	-7%	249k	115.30	View chart
Omnicom Group Stock (OMC)	1.3	$27M	-7%	356k	75.21	View chart
Totalenergies Se Act Stock (TTE)	1.3	$26M	-2%	293k	89.78	View chart
Simon Ppty Group Reit (SPG)	1.2	$24M		127k	188.09	View chart
Apple Stock (AAPL)	1.2	$24M		93k	255.63	View chart
Cisco Sys Stock (CSCO)	1.1	$24M		304k	77.93	View chart
Caretrust Reit Reit (CTRE)	1.1	$23M		618k	37.13	View chart
Pfizer Stock (PFE)	1.1	$23M		797k	28.55	View chart
Principal Financial Group Stock (PFG)	1.1	$22M		244k	90.08	View chart
Alpine Income Ppty Tr Reit (PINE)	1.1	$22M		1.2M	18.14	View chart
Realty Income Corp Reit (O)	1.1	$22M		353k	61.88	View chart
Sound Equity Dividend Income Etf Etf (DIVY)	1.1	$22M	-6%	790k	27.52	View chart
Greif Inc Cl B Stock (GEF.B)	1.0	$22M	-17%	245k	88.44	View chart
Enbridge Stock (ENB)	1.0	$21M	-34%	398k	53.65	View chart
National Health Invs Reit (NHI)	1.0	$21M		258k	81.75	View chart
M & T Bk Corp Stock (MTB)	1.0	$21M		100k	208.98	View chart
Abbvie Stock (ABBV)	1.0	$21M		96k	214.98	View chart
Nnn Reit Reit (NNN)	1.0	$20M		476k	42.45	View chart
Capital Southwest Corp Cef (CSWC)	1.0	$20M		903k	21.93	View chart
Digital Rlty Tr Reit (DLR)	0.9	$19M	+3%	107k	180.45	View chart
Amcor Stock (AMCR)	0.9	$19M	NEW	475k	40.70	View chart
GSK Adr (GSK)	0.9	$19M	-14%	341k	55.99	View chart
Gaming & Leisure P Reit (GLPI)	0.9	$19M	+2%	427k	44.31	View chart
Vici Pptys Reit (VICI)	0.9	$19M	+5%	688k	27.46	View chart
Citizens Finl Group Stock (CFG)	0.9	$18M	-2%	296k	60.57	View chart
Sabra Health Care Reit Reit (SBRA)	0.9	$18M	+5%	918k	19.49	View chart
At&t Stock (T)	0.9	$18M	-4%	631k	28.31	View chart
Eversource Energy Stock (ES)	0.9	$18M	-2%	253k	69.65	View chart
Global X Nasdaq 100 Covered Call Etf Etf (QYLD)	0.9	$18M	-11%	1.0M	17.25	View chart
Sonoco Prods Stock (SON)	0.8	$17M	-5%	312k	55.17	View chart
Trinity Cap Cef (TRIN)	0.8	$17M	+22%	1.2M	14.79	View chart
Perrigo Stock (PRGO)	0.8	$17M	+33%	1.5M	11.00	View chart
International Business Machs Stock (IBM)	0.8	$16M		65k	243.14	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.7	$15M	-2%	155k	97.91	View chart
Nvidia Corporation Stock (NVDA)	0.7	$15M	+5%	84k	175.75	View chart
Bondbloxx Jp Morgan Usd Emerging Markets 1-10 Year Bond Etf Etf (XEMD)	0.7	$15M	+4%	330k	43.86	View chart
Invesco Global Ex-us High Yield Corporate Bond Etf Etf (PGHY)	0.7	$14M	+4%	739k	19.55	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.7	$14M		47k	297.39	View chart
Scotts Miracle-gro Co Cl A Stock (SMG)	0.7	$14M	-3%	224k	61.01	View chart
Hf Sinclair Corp Stock (DINO)	0.6	$13M	-16%	220k	60.92	View chart
Oneok Stock (OKE)	0.6	$13M	-4%	154k	87.36	View chart
Amazon Stock (AMZN)	0.6	$13M	+5%	63k	210.57	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.6	$13M		20k	658.07	View chart
Corebridge Finl Stock (CRBG)	0.6	$13M	+55%	536k	24.13	View chart
Franklin Resources Stock (BEN)	0.6	$13M	-2%	546k	23.59	View chart
Microsoft Corp Stock (MSFT)	0.6	$13M	+9%	35k	369.37	View chart
Runway Growth Finance Corp Stock (RWAY)	0.6	$13M	+10%	1.8M	6.80	View chart
Pepsico Stock (PEP)	0.6	$13M	-2%	81k	154.65	View chart
Provident Finl Svcs Stock (PFS)	0.6	$12M	-3%	575k	21.28	View chart
Hasbro Stock (HAS)	0.6	$12M	-18%	136k	89.38	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.6	$12M	+11510%	62k	197.06	View chart
Avista Corp Stock (AVA)	0.6	$12M	+60%	294k	40.68	View chart
Invesco S&p Midcap Momentum Etf Etf (XMMO)	0.6	$12M	+19%	80k	147.70	View chart
Invesco S&p Smallcap Momentum Etf Etf (XSMO)	0.6	$12M	+19%	152k	76.96	View chart
Wisdomtree U.s. Quality Growth Fund Etf (QGRW)	0.5	$11M	+21%	203k	54.09	View chart
Vanguard Russell 2000 Growth Etf Etf (VTWG)	0.5	$11M	+21%	47k	230.78	View chart
Valero Energy Corp Stock (VLO)	0.5	$11M		44k	241.46	View chart
Meta Platforms Inc Cl A Stock (META)	0.5	$11M	+4%	19k	579.23	View chart
Bank New York Mellon Corp Stock (BK)	0.5	$11M	+5%	87k	120.97	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.5	$10M	+22%	40k	260.55	View chart
T. Rowe Price Blue Chip Growth Etf Etf (TCHP)	0.5	$10M	+23%	230k	44.48	View chart
Tesla Stock (TSLA)	0.5	$9.8M	+3%	26k	381.26	View chart
Viatris Stock (VTRS)	0.4	$8.8M	+3%	647k	13.63	View chart
Stanley Black & Decker Stock (SWK)	0.4	$8.8M	+3%	123k	71.17	View chart
Smucker J M Stock (SJM)	0.4	$8.6M	+346226%	90k	95.49	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$8.5M	+2%	29k	294.90	View chart
Block H & R Stock (HRB)	0.4	$8.3M	+145%	260k	31.79	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.4	$8.0M		13k	602.31	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.4	$7.9M	-7%	14k	584.30	View chart
Dentsply Sirona Stock (XRAY)	0.4	$7.4M	+3%	635k	11.66	View chart
Kraft Heinz Stock (KHC)	0.3	$7.2M		323k	22.27	View chart
Adt Inc Del Stock (ADT)	0.3	$7.2M	+6%	1.1M	6.55	View chart
Fidelity Natl Finl Stock (FNF)	0.3	$7.1M		154k	46.18	View chart
State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.3	$7.0M	+23%	302k	23.24	View chart
Xtrackers High Beta High Yield Bond Etf Etf (HYUP)	0.3	$7.0M	+22%	169k	41.40	View chart
Eldridge Bbb-b Clo Etf Etf (CLOZ)	0.3	$7.0M	+24%	270k	25.78	View chart
Brinks Stock (BCO)	0.3	$6.9M	+5%	67k	103.38	View chart
Bondbloxx Ccc-rated Usd High Yield Corporate Bond Etf Etf (XCCC)	0.3	$6.8M	+23%	188k	36.09	View chart
Conagra Brands Stock (CAG)	0.3	$6.7M	+6%	431k	15.52	View chart
Nomad Foods Ltd Usd Ord Stock (NOMD)	0.3	$6.5M	+102%	676k	9.57	View chart
Main Str Cap Corp Cef (MAIN)	0.3	$6.1M	-64%	118k	51.91	View chart
National Storage Affiliates Tr Com Shs Ben In Reit (NSA)	0.3	$6.0M	-13%	155k	38.51	View chart
Baker Hughes Company Cl A Stock (BKR)	0.3	$6.0M		99k	60.34	View chart
Carlyle Group Stock (CG)	0.3	$5.9M	+8%	125k	47.40	View chart
Ishares Interest Rate Hedged High Yield Bond Etf Etf (HYGH)	0.3	$5.9M		68k	85.85	View chart
Proshares High Yield-interest Rate Hedged Etf Etf (HYHG)	0.3	$5.8M		91k	63.83	View chart
State Street Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK)	0.3	$5.8M		232k	24.88	View chart
Ishares Interest Rate Hedged Long-term Corporate Bond Etf Etf (IGBH)	0.3	$5.7M		237k	24.24	View chart
State Street Spdr Bloomberg High Yield Bond Etf Etf (JNK)	0.3	$5.6M		59k	95.47	View chart
Eli Lilly & Co Stock (LLY)	0.3	$5.5M		5.7k	954.48	View chart
Molson Coors Beverage Co Cl B Stock (TAP)	0.3	$5.4M	+5%	126k	42.90	View chart
Smurfit Westrock Stock (SW)	0.3	$5.4M	+4%	134k	40.13	View chart
Wendys Stock (WEN)	0.3	$5.3M		771k	6.90	View chart
Spdr Gold Shares Etf (GLD)	0.2	$5.1M	+5%	12k	437.83	View chart
Invesco Preferred Etf Etf (PGX)	0.2	$5.0M	-2%	452k	10.97	View chart
Tyson Foods Inc Cl A Stock (TSN)	0.2	$4.7M	+4%	73k	64.30	View chart
Global Pmts Stock (GPN)	0.2	$4.6M	+6%	71k	65.36	View chart
First Trust Preferred Securities & Income Etf Etf (FPE)	0.2	$4.5M	-4%	252k	17.82	View chart
Global X Superincome Preferred Etf Etf (SPFF)	0.2	$4.5M	-4%	503k	8.86	View chart
Vaneck Preferred Securities Ex Financials Etf Etf (PFXF)	0.2	$4.4M	-5%	251k	17.57	View chart
Lkq Corp Stock (LKQ)	0.2	$4.3M	+4%	148k	29.31	View chart
Neos S&p 500 High Income Etf Etf (SPYI)	0.2	$4.3M	+383%	87k	49.65	View chart
Aam Low Duration Preferred And Income Securities Etf Etf (PFLD)	0.2	$4.3M	-4%	222k	19.45	View chart
Sanofi Sa Adr (SNY)	0.2	$4.3M	+5%	90k	47.73	View chart
Global X U.s. Preferred Etf Etf (PFFD)	0.2	$4.2M	-4%	231k	18.39	View chart
Match Group Stock (MTCH)	0.2	$4.2M	+7%	136k	31.14	View chart
State Street Spdr Ice Preferred Securities Etf Etf (PSK)	0.2	$4.2M	-4%	137k	30.75	View chart
Virtus Infracap U.s. Preferred Stock Etf Etf (PFFA)	0.2	$4.2M	-5%	204k	20.59	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.2	$4.2M	+10%	11k	371.72	View chart
Gen Digital Stock (GEN)	0.2	$4.0M	+9%	213k	18.71	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$3.9M	+4%	25k	160.78	View chart
Broadcom Stock (AVGO)	0.2	$3.9M	+3%	13k	313.50	View chart
Open Text Corp Stock (OTEX)	0.2	$3.8M	NEW	169k	22.54	View chart
Sensata Technologies Hldg Stock (ST)	0.2	$3.7M	+3%	107k	35.18	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$3.6M	+3%	12k	295.39	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.2	$3.5M		5.4k	655.26	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.2	$3.5M		31k	114.61	View chart
Stellantis Stock (STLA)	0.2	$3.4M	+13%	455k	7.43	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$3.1M	+2%	6.6k	478.50	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.1	$3.0M	+6%	64k	46.09	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.1	$2.8M	+20%	15k	184.65	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$2.8M	+6%	92k	30.51	View chart
Hormel Foods Corp Stock (HRL)	0.1	$2.7M		124k	22.03	View chart
Walmart Stock (WMT)	0.1	$2.7M	-10%	22k	124.74	View chart
Calamos Autocallable Income Etf Etf (CAIE)	0.1	$2.6M	+19%	103k	24.93	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.1	$2.3M	+5%	9.4k	245.24	View chart
Caterpillar Stock (CAT)	0.1	$2.2M		3.0k	730.26	View chart
Edison Intl Stock (EIX)	0.1	$2.1M		29k	73.58	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$2.0M	+9%	36k	56.41	View chart
Vaneck Fallen Angel High Yield Bond Etf Etf (ANGL)	0.1	$1.9M	+16%	67k	28.73	View chart
Ishares Core 10 Year Usd Bond Etf Etf (ILTB)	0.1	$1.9M	+20%	39k	48.82	View chart
Vaneck Bdc Income Etf Etf (BIZD)	0.1	$1.9M	+15%	156k	12.11	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	0.1	$1.9M	-3%	34k	54.93	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$1.9M	-2%	21k	89.02	View chart
Home Depot Stock (HD)	0.1	$1.8M	-3%	5.6k	329.54	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$1.8M	+15%	8.6k	211.49	View chart
State Street Real Estate Select Sector Spdr Etf Etf (XLRE)	0.1	$1.8M	-3%	44k	40.95	View chart
Netflix Stock (NFLX)	0.1	$1.7M	-3%	18k	95.55	View chart
Mcdonalds Corp Stock (MCD)	0.1	$1.7M		5.6k	307.29	View chart
Invesco S&p 500 Equal Weight Real Estate Etf Etf (RSPR)	0.1	$1.7M	-3%	51k	33.15	View chart
Ishares Select Dividend Etf Etf (DVY)	0.1	$1.7M	-15%	11k	151.02	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$1.6M	-46%	5.0k	323.23	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$1.6M		5.4k	289.01	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$1.6M	+13%	1.6k	996.79	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.1	$1.5M	+34%	22k	70.28	View chart
First Trust Nasdaq Semiconductor Etf Etf (FTXL)	0.1	$1.5M		9.9k	152.20	View chart
Invesco Emerging Markets Sovereign Debt Etf Etf (PCY)	0.1	$1.4M	+14%	69k	21.01	View chart
Johnson & Johnson Stock (JNJ)	0.1	$1.4M		5.9k	244.13	View chart
Nextera Energy Stock (NEE)	0.1	$1.4M	-31%	16k	92.85	View chart
Sempra Stock (SRE)	0.1	$1.4M		15k	97.41	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.1	$1.4M	-3%	5.9k	235.91	View chart
Ishares S&p 100 Etf Etf (OEF)	0.1	$1.4M	-14%	4.4k	320.36	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$1.4M	+12%	3.1k	441.58	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.1	$1.4M	+2%	23k	58.73	View chart
Bank Of Amer Corp Stock (BAC)	0.1	$1.3M	+2%	27k	49.27	View chart
First Trust Industrials/producer Durables Alphadex Fund Etf (FXR)	0.1	$1.3M	-3%	16k	82.51	View chart
First Trust Water Etf Etf (FIW)	0.1	$1.3M	-4%	13k	104.12	View chart
Rex Fang & Innovation Equity Premium Income Etf Etf (FEPI)	0.1	$1.3M	-15%	32k	40.22	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$1.3M	+6%	10k	124.92	View chart
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)	0.1	$1.3M	-3%	5.7k	219.10	View chart
Vaneck International High Yield Bond Etf Etf (IHY)	0.1	$1.2M	+12%	58k	21.41	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.1	$1.2M	-22%	13k	91.40	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.1	$1.2M	+22%	19k	62.33	View chart
Chevron Corporation Stock (CVX)	0.1	$1.2M		6.0k	197.40	View chart
Parker-hannifin Corp Stock (PH)	0.1	$1.2M		1.3k	921.05	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$1.1M	+7%	12k	98.61	View chart
Visa Inc Com Cl A Stock (V)	0.1	$1.1M		3.8k	298.52	View chart
Invesco Dorsey Wright Smallcap Momentum Etf Etf (DWAS)	0.1	$1.1M	+25%	11k	99.91	View chart
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG)	0.1	$1.1M		23k	48.70	View chart
Boeing Stock (BA)	0.1	$1.1M	+2%	5.1k	207.33	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.1	$1.1M		10k	102.39	View chart
Micron Technology Stock (MU)	0.1	$1.0M		2.8k	367.85	View chart
Ishares Silver Trust Etf (SLV)	0.1	$1.0M	-39%	15k	68.14	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$1.0M	-11%	14k	75.27	View chart
Neos Nasdaq 100 High Income Etf Etf (QQQI)	0.0	$1.0M	+61%	20k	50.19	View chart
Vanguard Value Etf Etf (VTV)	0.0	$962k	+21%	4.9k	196.68	View chart
First Trust Utilities Alphadex Fund Etf (FXU)	0.0	$943k	+7%	19k	49.85	View chart
Verizon Communications Stock (VZ)	0.0	$904k	-28%	18k	49.39	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$894k	+11%	14k	65.14	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.0	$851k	-2%	6.3k	134.91	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$844k	-19%	8.5k	99.00	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$839k		5.7k	146.49	View chart
Starbucks Corp Stock (SBUX)	0.0	$824k		9.1k	90.43	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$814k	+25%	3.1k	263.43	View chart
Kla Corp Stock (KLAC)	0.0	$774k		509.00	1519.97	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$771k		5.2k	147.96	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.0	$756k	-3%	1.6k	465.58	View chart
Amgen Stock (AMGN)	0.0	$754k	-20%	2.1k	353.30	View chart
First Trust Technology Alphadex Fund Etf (FXL)	0.0	$752k		4.6k	161.95	View chart
Xtrackers Msci All World Ex Us Hedged Equity Etf Etf (DBAW)	0.0	$749k	+40%	17k	43.24	View chart
Procter & Gamble Stock (PG)	0.0	$747k	+3%	5.2k	144.08	View chart
Coca Cola Stock (KO)	0.0	$745k	+17%	9.8k	76.08	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$740k	-36%	10k	73.42	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$736k	-9%	1.2k	617.85	View chart
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.0	$735k	+39%	16k	47.07	View chart
Applied Matls Stock (AMAT)	0.0	$724k	+46%	2.0k	353.88	View chart
Proshares Ultrapro S&p500 Etf (UPRO)	0.0	$721k		7.3k	99.17	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.0	$720k	+3%	1.7k	423.12	View chart
Fidus Invt Corp Cef (FDUS)	0.0	$715k	+8%	41k	17.30	View chart
Ge Aerospace Stock (GE)	0.0	$709k		2.4k	292.63	View chart
American Express Stock (AXP)	0.0	$705k		2.3k	301.48	View chart
Rlj Lodging Tr Cum Conv Pfd A Reit (RLJ.PA)	0.0	$697k	-2%	29k	24.33	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.0	$692k	-8%	15k	46.11	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$683k	+12%	10k	68.10	View chart
Evergy Stock (EVRG)	0.0	$676k	-95%	8.2k	82.28	View chart
Ishares Gold Trust Etf (IAU)	0.0	$676k	-6%	7.5k	89.67	View chart
Southern Stock (SO)	0.0	$674k	-42%	7.0k	96.94	View chart
Oracle Corp Stock (ORCL)	0.0	$671k	+5%	4.6k	145.24	View chart
Ishares Europe Etf Etf (IEV)	0.0	$640k	-3%	9.3k	68.93	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$635k		19k	32.88	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$634k	+13%	6.9k	91.91	View chart
Rtx Corporation Stock (RTX)	0.0	$631k		3.2k	194.72	View chart
Omega Healthcare Invs Reit (OHI)	0.0	$630k	-4%	14k	44.33	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.0	$624k	+23%	2.6k	240.55	View chart
Advanced Micro Devices Stock (AMD)	0.0	$613k	+15%	2.9k	210.21	View chart
Duke Energy Corp Stock (DUK)	0.0	$611k	-40%	4.7k	130.89	View chart
Oaktree Specialty Lending Cef (OCSL)	0.0	$604k	+9%	54k	11.19	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$603k	-43%	3.1k	192.75	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$597k		16k	37.43	View chart
Cohen & Steers Reit & Pfd & Com Cef (RNP)	0.0	$596k	-9%	30k	19.91	View chart
First Trust Nyse Arca Biotechnology Index Fund Etf (FBT)	0.0	$582k	+10%	2.9k	202.50	View chart
Merck & Co Stock (MRK)	0.0	$573k	-11%	4.7k	120.83	View chart
Invesco S&p 500 Momentum Etf Etf (SPMO)	0.0	$573k	-3%	5.0k	114.50	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$565k	+25%	6.8k	82.52	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.0	$560k	+8%	10k	55.40	View chart
Wells Fargo & Co Stock (WFC)	0.0	$554k		6.9k	80.57	View chart
Ft Vest Rising Dividend Achievers Target Income Etf Etf (RDVI)	0.0	$554k		22k	25.75	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$551k	+20%	10k	54.21	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$546k	+6%	2.8k	192.52	View chart
Vanguard Total Corporate Bond Etf Etf (VTC)	0.0	$544k	+13%	7.1k	76.55	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.0	$524k	+22%	6.2k	84.83	View chart
Whitehorse Fin Cef (WHF)	0.0	$518k	-5%	73k	7.11	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$513k		1.0k	491.80	View chart
Lyondellbasell Industries Nv Shs - A - Stock (LYB)	0.0	$506k	-28%	6.6k	76.71	View chart
Apple Hospitality Reit Reit (APLE)	0.0	$505k	-4%	44k	11.55	View chart
First Trust Smith Opportunistic Fixed Income Etf Etf (FIXD)	0.0	$499k	-6%	11k	43.64	View chart
Eaton Corp Stock (ETN)	0.0	$497k	+166%	1.4k	365.60	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.0	$490k	+602%	19k	26.16	View chart
Altria Group Stock (MO)	0.0	$488k	-24%	7.5k	65.48	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 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
Sound Income Strategies 2022 Q2 filed July 11, 2022

View all past filings

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