Sound Income Strategies
Latest statistics and disclosures from Sound Income Strategies's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SHYG, HYEM, ARCC, EMHY, TSLX, and represent 18.74% of Sound Income Strategies's stock portfolio.
- Added to shares of these 10 stocks: EFIX (+$30M), ORCC (+$27M), VICI (+$9.2M), PINE (+$7.5M), PK (+$5.9M), APLE (+$5.9M), HAS (+$5.4M), CSCO, FXED, C.
- Started 183 new stock positions in CCAP, UAL, SLVM, PWR, MATX, COWZ, CTLT, EVN, MTUM, MCRB.
- Reduced shares in these 10 stocks: MPW, NWL, HBI, MAIN, ARCC, SHYG, HTGC, VLO, FFC, PH.
- Sold out of its positions in ALRM, LNT, APH, DIVO, Avalon Globocare Corp, BWA, BSX, BR, BURL, IGR.
- Sound Income Strategies was a net buyer of stock by $130M.
- Sound Income Strategies has $920M in assets under management (AUM), dropping by 17.22%.
- Central Index Key (CIK): 0001730960
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Portfolio Holdings for Sound Income Strategies
Sound Income Strategies holds 1057 positions in its portfolio as reported in the March 2023 quarterly 13F filing
Sound Income Strategies has 1057 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Sound Income Strategies March 31, 2023 positions
- Download the Sound Income Strategies March 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 4.6 | $42M | -2% | 1.0M | 41.68 |
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| Vaneck Vectors Etf Tr Emerging Mkts Hi (HYEM) | 3.8 | $35M | 1.9M | 18.42 |
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| Ares Capital Corporation (ARCC) | 3.5 | $32M | -6% | 1.8M | 18.27 |
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| Ishares Jp Mrgn Em Hi Bd (EMHY) | 3.5 | $32M | 902k | 35.24 |
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| Sixth Street Specialty Lending (TSLX) | 3.4 | $31M | 1.7M | 18.30 |
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| Golub Capital BDC (GBDC) | 3.4 | $31M | +2% | 2.3M | 13.56 |
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| Hercules Technology Growth Capital (HTGC) | 3.3 | $31M | -2% | 2.4M | 12.89 |
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| Pennantpark Floating Rate Capi (PFLT) | 3.3 | $30M | 2.9M | 10.61 |
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| First Tr Exchng Traded Fd Vi Tcw Emerging Mkt (EFIX) | 3.2 | $30M | NEW | 1.9M | 15.50 |
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| Owl Rock Capital Corporation (ORCC) | 2.9 | $27M | +56757% | 2.1M | 12.61 |
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| Tidal Etf Tr Sound Enhanced (FXED) | 2.7 | $25M | +10% | 1.4M | 17.42 |
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| Abbvie (ABBV) | 2.0 | $19M | +13% | 118k | 159.37 |
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| Omni (OMC) | 2.0 | $18M | +11% | 194k | 94.34 |
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| Tidal Etf Tr Sound Equity Inm (DIVY) | 1.9 | $18M | +3% | 700k | 25.60 |
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| Greif CL B (GEF.B) | 1.9 | $17M | +11% | 225k | 76.52 |
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| Valero Energy Corporation (VLO) | 1.8 | $17M | -3% | 119k | 139.60 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 1.6 | $15M | +11% | 160k | 93.89 |
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| Cisco Systems (CSCO) | 1.6 | $15M | +24% | 281k | 52.28 |
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| Enbridge (ENB) | 1.5 | $14M | +11% | 366k | 38.15 |
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| Main Street Capital Corporation (MAIN) | 1.5 | $13M | -15% | 340k | 39.46 |
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| International Business Machines (IBM) | 1.3 | $12M | +12% | 91k | 131.09 |
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| Pfizer (PFE) | 1.2 | $11M | +10% | 263k | 40.80 |
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| At&t (T) | 1.2 | $11M | +10% | 550k | 19.25 |
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| Patterson Companies (PDCO) | 1.1 | $11M | +15% | 391k | 26.77 |
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| Principal Financial (PFG) | 1.1 | $9.9M | +10% | 133k | 74.32 |
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| Apple (AAPL) | 1.1 | $9.9M | +12% | 60k | 164.90 |
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| Walgreen Boots Alliance (WBA) | 1.0 | $9.5M | +14% | 276k | 34.58 |
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| Vici Pptys (VICI) | 1.0 | $9.2M | NEW | 283k | 32.62 |
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| H&R Block (HRB) | 1.0 | $9.0M | +10% | 257k | 35.25 |
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| Franklin Resources (BEN) | 1.0 | $9.0M | +15% | 335k | 26.94 |
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| New York Community Ban (NYCB) | 1.0 | $8.9M | +15% | 983k | 9.04 |
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| Capital Southwest Corporation (CSWC) | 1.0 | $8.8M | +5% | 494k | 17.78 |
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| Citigroup Com New (C) | 1.0 | $8.7M | +37% | 187k | 46.89 |
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| Triplepoint Venture Gr Bdc cs (TPVG) | 0.9 | $8.5M | +10% | 704k | 12.08 |
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| Oneok (OKE) | 0.9 | $8.0M | +14% | 126k | 63.54 |
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| Whitehorse Finance (WHF) | 0.9 | $8.0M | +6% | 638k | 12.52 |
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| Simon Property (SPG) | 0.9 | $7.9M | +10% | 71k | 111.97 |
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| Spirit Rlty Cap Com New (SRC) | 0.9 | $7.9M | +13% | 198k | 39.84 |
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| Gaming & Leisure Pptys (GLPI) | 0.8 | $7.8M | +13% | 150k | 52.06 |
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| M&T Bank Corporation (MTB) | 0.8 | $7.5M | +11% | 63k | 119.57 |
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| Global Net Lease Com New (GNL) | 0.8 | $7.5M | +12% | 584k | 12.86 |
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| Johnson & Johnson (JNJ) | 0.8 | $7.5M | +10% | 48k | 155.00 |
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| Dow (DOW) | 0.8 | $7.5M | +10% | 136k | 54.82 |
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| Alpine Income Ppty Tr (PINE) | 0.8 | $7.5M | NEW | 443k | 16.83 |
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| Edison International (EIX) | 0.8 | $7.4M | +14% | 106k | 70.59 |
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| Omega Healthcare Investors (OHI) | 0.7 | $6.9M | +2% | 250k | 27.41 |
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| Global Med Reit Com New (GMRE) | 0.7 | $6.8M | +14% | 751k | 9.11 |
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| Truist Financial Corp equities (TFC) | 0.7 | $6.7M | +34% | 197k | 34.10 |
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| Unilever Spon Adr New (UL) | 0.7 | $6.6M | +14% | 128k | 51.93 |
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| Msc Indl Direct Cl A (MSM) | 0.7 | $6.3M | +45% | 75k | 84.00 |
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| Park Hotels & Resorts Inc-wi (PK) | 0.6 | $5.9M | NEW | 479k | 12.36 |
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| Apple Hospitality Reit Com New (APLE) | 0.6 | $5.9M | +30332% | 380k | 15.52 |
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| Xerox Holdings Corp Com New (XRX) | 0.6 | $5.7M | +14% | 368k | 15.40 |
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| Hasbro (HAS) | 0.6 | $5.4M | NEW | 100k | 53.69 |
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| Carter's (CRI) | 0.6 | $5.3M | +15% | 74k | 71.92 |
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| Northwestern Corp Com New (NWE) | 0.6 | $5.1M | +14% | 88k | 57.86 |
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| Entergy Corporation (ETR) | 0.5 | $4.6M | +15% | 43k | 107.74 |
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| Spdr Ser Tr Bloomberg Srt Tr (SJNK) | 0.5 | $4.4M | +4% | 177k | 24.84 |
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| Spdr Ser Tr Bloomberg Brclys (JNK) | 0.5 | $4.2M | +2% | 45k | 92.82 |
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| Proshares Tr Hgh Yld Int Rate (HYHG) | 0.4 | $4.1M | +6% | 69k | 59.72 |
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| Etf Ser Solutions Aam Lw Dur Pfd (PFLD) | 0.4 | $4.1M | +27% | 193k | 21.06 |
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| Ishares U S Etf Tr Int Rt Hd Long (IGBH) | 0.4 | $4.0M | +6% | 172k | 23.37 |
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| Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH) | 0.4 | $3.9M | +6% | 47k | 82.78 |
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| Vaneck Vectors Etf Tr Pfd Secs Ex Finl (PFXF) | 0.4 | $3.6M | +5% | 203k | 17.65 |
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| Spdr Ser Tr Wells Fg Pfd Etf (PSK) | 0.4 | $3.5M | +5% | 102k | 33.96 |
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| Global X Fds Us Pfd Etf (PFFD) | 0.4 | $3.4M | +5% | 173k | 19.86 |
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| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.4 | $3.4M | +5% | 299k | 11.48 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.4 | $3.3M | +5% | 206k | 15.96 |
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| Global X Fds Glbx Suprinc Etf (SPFF) | 0.3 | $3.2M | +8% | 343k | 9.38 |
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| Molson Coors Beverage CL B (TAP) | 0.3 | $3.1M | +2% | 61k | 51.68 |
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| Etfis Ser Tr I Virtus Infrcap (PFFA) | 0.3 | $3.0M | +7% | 157k | 19.32 |
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| Amazon (AMZN) | 0.3 | $3.0M | +4% | 29k | 103.29 |
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| Microsoft Corporation (MSFT) | 0.3 | $2.9M | -2% | 10k | 288.29 |
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| Brink's Company (BCO) | 0.3 | $2.7M | +2% | 41k | 66.80 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $2.7M | +2% | 26k | 103.73 |
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| ConAgra Foods (CAG) | 0.3 | $2.7M | +2% | 71k | 37.56 |
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| Global Payments (GPN) | 0.3 | $2.3M | +2% | 22k | 105.24 |
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| Netflix (NFLX) | 0.3 | $2.3M | -2% | 6.8k | 345.45 |
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| Western Digital (WDC) | 0.2 | $1.9M | +3% | 49k | 37.67 |
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| Southwest Airlines (LUV) | 0.2 | $1.9M | +15862% | 57k | 32.54 |
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| Berry Plastics (BERY) | 0.2 | $1.7M | NEW | 30k | 58.90 |
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| Com Ser Awarner Bros Discovery Equity Common Stock (WBD) | 0.2 | $1.6M | NEW | 109k | 15.10 |
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| Plymouth Indl Reit (PLYM) | 0.2 | $1.6M | -6% | 77k | 21.01 |
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| Bank of New York Mellon Corporation (BK) | 0.2 | $1.5M | +2% | 34k | 45.44 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.2 | $1.5M | +6% | 40k | 37.38 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $1.5M | +6% | 18k | 83.04 |
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| Nextera Energy (NEE) | 0.2 | $1.4M | 19k | 77.08 |
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| Prudential Financial (PRU) | 0.2 | $1.4M | +2% | 17k | 82.74 |
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| Hanesbrands (HBI) | 0.1 | $1.3M | -69% | 256k | 5.26 |
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| Invesco Exchange Traded Fd T S&p500 Eql Rel (EWRE) | 0.1 | $1.3M | +8% | 44k | 30.65 |
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| General Motors Company (GM) | 0.1 | $1.2M | +2% | 34k | 36.68 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.2M | +564% | 2.9k | 409.37 |
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| Viatris (VTRS) | 0.1 | $1.1M | +2% | 112k | 9.62 |
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| Westrock (WRK) | 0.1 | $1.0M | +2% | 34k | 30.47 |
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| Synchrony Financial (SYF) | 0.1 | $885k | 30k | 29.08 |
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| Pepsi (PEP) | 0.1 | $874k | -5% | 4.8k | 182.29 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $844k | -6% | 7.7k | 109.66 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $841k | +2% | 2.7k | 308.77 |
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| Procter & Gamble Company (PG) | 0.1 | $752k | -8% | 5.1k | 148.70 |
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| AllianceBernstein Global Hgh Incm (AWF) | 0.1 | $750k | 77k | 9.72 |
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| Tesla Motors (TSLA) | 0.1 | $731k | 3.5k | 207.46 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $724k | 5.6k | 130.31 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $696k | -8% | 1.7k | 411.05 |
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| J P Morgan Exchange-traded F Equity Premium (JEPI) | 0.1 | $686k | NEW | 13k | 54.60 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $660k | -34% | 2.0k | 336.16 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $650k | 6.3k | 104.00 |
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| Merck & Co (MRK) | 0.1 | $625k | 5.9k | 106.39 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $609k | +16% | 1.6k | 376.15 |
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| Wal-Mart Stores (WMT) | 0.1 | $500k | +10% | 3.4k | 147.43 |
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| Enterprise Products Partners (EPD) | 0.1 | $484k | -8% | 19k | 25.90 |
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| McDonald's Corporation (MCD) | 0.1 | $463k | +4% | 1.7k | 279.60 |
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| Eversource Energy (ES) | 0.1 | $460k | 5.9k | 78.26 |
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| Home Depot (HD) | 0.0 | $456k | -6% | 1.5k | 295.19 |
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| Coca-Cola Company (KO) | 0.0 | $454k | -2% | 7.3k | 62.03 |
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| UnitedHealth (UNH) | 0.0 | $443k | 938.00 | 472.59 |
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| Chevron Corporation (CVX) | 0.0 | $416k | -17% | 2.5k | 163.17 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $373k | 1.2k | 320.81 |
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| Visa Com Cl A (V) | 0.0 | $372k | +68% | 1.6k | 225.46 |
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| Oracle Corporation (ORCL) | 0.0 | $348k | +36% | 3.7k | 92.92 |
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| Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.0 | $343k | -2% | 6.5k | 52.39 |
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| Ishares Tr Residential Mult (REZ) | 0.0 | $336k | -10% | 4.8k | 70.61 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $324k | +16% | 3.2k | 99.64 |
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| Altria (MO) | 0.0 | $322k | -22% | 7.2k | 44.62 |
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| CSX Corporation (CSX) | 0.0 | $321k | -2% | 11k | 29.94 |
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| Southern Company (SO) | 0.0 | $317k | -21% | 4.6k | 69.58 |
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| Verizon Communications (VZ) | 0.0 | $312k | 8.0k | 38.89 |
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| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.0 | $292k | -20% | 4.5k | 65.10 |
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| Yum! Brands (YUM) | 0.0 | $288k | 2.2k | 132.08 |
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| Caterpillar (CAT) | 0.0 | $284k | -3% | 1.2k | 228.85 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $275k | -38% | 2.0k | 138.93 |
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| Union Pacific Corporation (UNP) | 0.0 | $272k | 1.4k | 201.26 |
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| Costco Wholesale Corporation (COST) | 0.0 | $270k | +4% | 543.00 | 496.87 |
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| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.0 | $266k | -13% | 14k | 19.18 |
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| NVIDIA Corporation (NVDA) | 0.0 | $265k | +15% | 954.00 | 277.70 |
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| Vanguard Scottsdale Fds Mortg-back Sec (VMBS) | 0.0 | $257k | -22% | 5.5k | 46.55 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $238k | -19% | 504.00 | 472.44 |
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| Lowe's Companies (LOW) | 0.0 | $229k | 1.1k | 199.98 |
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| SYSCO Corporation (SYY) | 0.0 | $228k | 3.0k | 77.23 |
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| Evergy (EVRG) | 0.0 | $227k | 3.7k | 61.12 |
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| Wp Carey (WPC) | 0.0 | $227k | +57% | 2.9k | 77.44 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $221k | 1.2k | 183.22 |
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| CVS Caremark Corporation (CVS) | 0.0 | $221k | 3.0k | 74.30 |
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| AECOM Technology Corporation (ACM) | 0.0 | $221k | 2.6k | 84.32 |
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| United Parcel Service CL B (UPS) | 0.0 | $218k | 1.1k | 194.02 |
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| Ford Motor Company (F) | 0.0 | $208k | -17% | 17k | 12.60 |
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| Common Stockphillips Edison & Co None (PECO) | 0.0 | $206k | NEW | 6.3k | 32.62 |
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| Walt Disney Company (DIS) | 0.0 | $204k | 2.0k | 100.12 |
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| Intel Corporation (INTC) | 0.0 | $199k | +15% | 6.1k | 32.67 |
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| Danaher Corporation (DHR) | 0.0 | $191k | -3% | 759.00 | 252.04 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $189k | -8% | 519.00 | 363.41 |
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| Southwest Gas Corporation (SWX) | 0.0 | $187k | 3.0k | 62.45 |
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| Deere & Company (DE) | 0.0 | $187k | -4% | 452.00 | 412.88 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $185k | -21% | 2.5k | 73.83 |
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| Philip Morris International (PM) | 0.0 | $183k | -15% | 1.9k | 97.27 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 0.0 | $182k | -41% | 3.6k | 50.66 |
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| PPG Industries (PPG) | 0.0 | $174k | 1.3k | 133.58 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $173k | +374% | 2.3k | 76.49 |
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| Fs Kkr Capital Corp (FSK) | 0.0 | $170k | +25% | 9.2k | 18.50 |
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| 3M Company (MMM) | 0.0 | $169k | 1.6k | 105.08 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $165k | 1.7k | 97.95 |
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| Bank of America Corporation (BAC) | 0.0 | $164k | +2% | 5.7k | 28.60 |
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| TJX Companies (TJX) | 0.0 | $162k | 2.1k | 78.36 |
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| Ameren Corporation (AEE) | 0.0 | $161k | 1.9k | 86.39 |
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| AFLAC Incorporated (AFL) | 0.0 | $159k | 2.5k | 64.53 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $155k | -23% | 1.5k | 106.20 |
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| Vaneck Vectors Etf Tr Bdc Income Etf (BIZD) | 0.0 | $147k | -17% | 9.9k | 14.83 |
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| O'reilly Automotive (ORLY) | 0.0 | $147k | 173.00 | 848.98 |
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| Intuit (INTU) | 0.0 | $144k | -6% | 324.00 | 445.83 |
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| Abbott Laboratories (ABT) | 0.0 | $142k | -3% | 1.4k | 101.29 |
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| Applied Materials (AMAT) | 0.0 | $141k | +141% | 1.1k | 122.83 |
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| Vuzix Corp Com New (VUZI) | 0.0 | $137k | NEW | 33k | 4.14 |
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| General Mills (GIS) | 0.0 | $136k | +3% | 1.6k | 85.47 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $135k | 725.00 | 185.88 |
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| Boeing Company (BA) | 0.0 | $130k | +14% | 614.00 | 212.43 |
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| Consolidated Edison (ED) | 0.0 | $129k | +3% | 1.3k | 95.66 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $128k | +2% | 407.00 | 315.07 |
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| Dbx Etf Tr Xtrack Usd High (HYLB) | 0.0 | $127k | -6% | 3.7k | 34.75 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $125k | 2.6k | 48.37 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $123k | -34% | 2.1k | 59.96 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $121k | -12% | 2.5k | 48.79 |
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| Sempra Energy (SRE) | 0.0 | $121k | 797.00 | 151.16 |
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| Amgen (AMGN) | 0.0 | $120k | +7% | 497.00 | 241.91 |
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| Booking Holdings (BKNG) | 0.0 | $119k | +2% | 45.00 | 2652.40 |
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| AutoZone (AZO) | 0.0 | $118k | +2% | 48.00 | 2458.15 |
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| British Amern Tob Sponsored Adr (BTI) | 0.0 | $117k | -4% | 3.3k | 35.12 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $116k | +183% | 1.9k | 62.43 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $114k | -66% | 3.7k | 31.22 |
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| Eaton Corp SHS (ETN) | 0.0 | $111k | 649.00 | 171.23 |
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| NiSource (NI) | 0.0 | $111k | 4.0k | 27.96 |
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| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.0 | $111k | 2.5k | 45.17 |
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| Yum China Holdings (YUMC) | 0.0 | $110k | 1.7k | 63.39 |
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| Bj's Wholesale Club Holdings (BJ) | 0.0 | $110k | NEW | 1.4k | 76.07 |
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| Suburban Propane Partners L Unit Ltd Partn (SPH) | 0.0 | $108k | 7.1k | 15.32 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $108k | -3% | 2.7k | 40.34 |
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| Bristol Myers Squibb (BMY) | 0.0 | $105k | -15% | 1.5k | 69.31 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $104k | 226.00 | 461.72 |
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| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.0 | $102k | 2.7k | 38.07 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $101k | +57% | 1.4k | 72.76 |
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| Eli Lilly & Co. (LLY) | 0.0 | $101k | -14% | 293.00 | 343.42 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $99k | -35% | 1.7k | 58.54 |
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| Advanced Micro Devices (AMD) | 0.0 | $96k | -14% | 983.00 | 98.01 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $95k | -25% | 1.0k | 91.05 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $94k | -38% | 1.3k | 73.13 |
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| Emerson Electric (EMR) | 0.0 | $93k | -2% | 1.1k | 87.15 |
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| Medtronic SHS (MDT) | 0.0 | $93k | +301% | 1.2k | 80.60 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $93k | 688.00 | 134.79 |
|
|
| Moderna (MRNA) | 0.0 | $92k | 600.00 | 153.58 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $92k | -11% | 7.4k | 12.47 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $92k | 321.00 | 285.81 |
|
|
| Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) | 0.0 | $92k | -10% | 3.3k | 28.02 |
|
| BP Sponsored Adr (BP) | 0.0 | $92k | +82% | 2.4k | 37.94 |
|
| Schwab Strategic Tr Intrm Trm Tres (SCHR) | 0.0 | $91k | +142% | 1.8k | 50.43 |
|
| Hanover Insurance (THG) | 0.0 | $91k | 706.00 | 128.50 |
|
|
| Qualcomm (QCOM) | 0.0 | $89k | +9% | 701.00 | 127.58 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $89k | +18% | 358.00 | 249.44 |
|
| Cedar Fair Depositry Unit (FUN) | 0.0 | $88k | 1.9k | 45.69 |
|
|
| Aramark Hldgs (ARMK) | 0.0 | $86k | NEW | 2.4k | 35.80 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $86k | -43% | 1.8k | 48.53 |
|
| Honeywell International (HON) | 0.0 | $86k | 450.00 | 191.12 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $85k | -10% | 971.00 | 87.78 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $85k | -7% | 635.00 | 134.22 |
|
| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 0.0 | $84k | 1.2k | 73.18 |
|
|
| Gilead Sciences (GILD) | 0.0 | $83k | 1.0k | 82.98 |
|
|
| Medical Properties Trust (MPW) | 0.0 | $83k | -97% | 10k | 8.22 |
|
| salesforce (CRM) | 0.0 | $83k | -10% | 414.00 | 199.78 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $83k | 2.4k | 34.45 |
|
|
| Ishares Tr Faln Angls Usd (FALN) | 0.0 | $81k | -11% | 3.2k | 25.27 |
|
| Newell Rubbermaid (NWL) | 0.0 | $80k | -97% | 6.5k | 12.44 |
|
| Williams Companies (WMB) | 0.0 | $80k | 2.7k | 29.86 |
|
|
| Dupont De Nemours (DD) | 0.0 | $80k | 1.1k | 71.77 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $77k | -47% | 377.00 | 204.10 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $76k | -35% | 810.00 | 93.67 |
|
| Principal Exchange-traded Prnc Invt Grad (IG) | 0.0 | $76k | -6% | 3.6k | 20.99 |
|
| Dominion Resources (D) | 0.0 | $75k | +45% | 1.3k | 55.91 |
|
| Starbucks Corporation (SBUX) | 0.0 | $75k | -13% | 720.00 | 104.14 |
|
| Intercontinental Exchange (ICE) | 0.0 | $75k | 717.00 | 104.29 |
|
|
| Microvision Inc Del Com New (MVIS) | 0.0 | $74k | NEW | 28k | 2.67 |
|
| Nike CL B (NKE) | 0.0 | $74k | -5% | 599.00 | 122.64 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $74k | -40% | 1.5k | 48.78 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.0 | $73k | -2% | 1.6k | 46.14 |
|
| DTE Energy Company (DTE) | 0.0 | $73k | +82% | 662.00 | 109.54 |
|
| Moody's Corporation (MCO) | 0.0 | $71k | 232.00 | 306.02 |
|
|
| Ventas (VTR) | 0.0 | $71k | 1.6k | 43.34 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $69k | -24% | 717.00 | 96.49 |
|
| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.0 | $69k | 813.00 | 85.07 |
|
|
| Realty Income (O) | 0.0 | $69k | -29% | 1.1k | 63.29 |
|
| Schlumberger (SLB) | 0.0 | $68k | -46% | 1.4k | 49.12 |
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $66k | 686.00 | 96.75 |
|
|
| Corteva (CTVA) | 0.0 | $66k | 1.1k | 60.31 |
|
|
| Victory Portfolios Ii Vcshs Us 500 Enh (CFO) | 0.0 | $66k | -16% | 1.1k | 62.30 |
|
Past Filings by Sound Income Strategies
SEC 13F filings are viewable for Sound Income Strategies going back to 2017
- 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
- Sound Income Strategies 2020 Q3 filed Oct. 8, 2020
- Sound Income Strategies 2020 Q2 filed July 13, 2020
- Sound Income Strategies 2020 Q1 filed April 7, 2020
- Sound Income Strategies 2019 Q4 amended filed Jan. 7, 2020
- Sound Income Strategies 2019 Q4 filed Jan. 6, 2020
- Sound Income Strategies 2019 Q3 filed Oct. 4, 2019