Sound Income Strategies
Latest statistics and disclosures from Sound Income Strategies's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SHYG, HYEM, HTGC, PCY, TSLX, and represent 38.88% of Sound Income Strategies's stock portfolio.
- Added to shares of these 10 stocks: HBI, TSLX, GBDC, ARCC, HTGC, PFLT, BDEC, SHYG, BCO, HYEM.
- Started 61 new stock positions in BCO, TEAM, Presidio Ppty Tr, BDN, Centerspace, MGP, ILTB, BNTX, SILV, FUTY.
- Reduced shares in these 10 stocks: MAIN, QQQ, PG, WMT, SPY, Ubs Ag Jersey Brh exch sec lkd41, NCLH, ETR, ESEB, Tortoise Acquisition Corp cl a.
- Sold out of its positions in AMWL, BMY.R, CBLAQ, CHL, DGP, HPE, Hexo Corp, IBN, EPRF, PFIG.
- Sound Income Strategies was a net buyer of stock by $43M.
- Sound Income Strategies has $453M in assets under management (AUM), dropping by 23.86%.
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Positions held by Sound Income Strategies, LLC consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Sound Income Strategies
Companies in the Sound Income Strategies portfolio as of the December 2020 quarterly 13F filing
Sound Income Strategies has 948 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Sound Income Strategies Dec. 31, 2020 positions
- Download the Sound Income Strategies December 2020 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 10.3 | $47M | +3% | 1.0M | 45.44 | |
Vaneck Vectors Etf Tr Emerging Mkts Hi (HYEM) | 8.7 | $40M | +3% | 1.7M | 23.90 | |
Hercules Technology Growth Capital (HTGC) | 6.8 | $31M | +5% | 2.1M | 14.42 | |
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 6.7 | $30M | +4% | 1.1M | 28.84 | |
Sixth Street Specialty Lending (TSLX) | 6.4 | $29M | +6% | 1.4M | 20.75 | |
Ares Capital Corporation (ARCC) | 6.3 | $29M | +5% | 1.7M | 16.89 | |
Ishares Jp Mrgn Em Hi Bd (EMHY) | 6.2 | $28M | +4% | 607k | 46.35 | |
Pennantpark Floating Rate Capi (PFLT) | 5.3 | $24M | +6% | 2.3M | 10.53 | |
Golub Capital BDC (GBDC) | 4.8 | $22M | +8% | 1.5M | 14.14 | |
Main Street Capital Corporation (MAIN) | 4.1 | $19M | -17% | 581k | 32.26 | |
Apple (AAPL) | 1.1 | $5.0M | +4% | 38k | 132.68 | |
Hp (HPQ) | 1.0 | $4.7M | +29% | 189k | 24.59 | |
Abbvie (ABBV) | 1.0 | $4.6M | +27% | 43k | 107.15 | |
Lyondellbasell Industries N Shs - A - (LYB) | 1.0 | $4.6M | +40% | 50k | 91.65 | |
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Pfizer (PFE) | 1.0 | $4.4M | +34% | 120k | 36.81 | |
At&t (T) | 0.9 | $4.2M | +20% | 148k | 28.76 | |
Johnson & Johnson (JNJ) | 0.9 | $3.9M | +26% | 25k | 157.40 | |
Principal Financial (PFG) | 0.8 | $3.8M | +32% | 77k | 49.61 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $3.7M | 9.9k | 375.40 | ||
Enbridge (ENB) | 0.8 | $3.7M | +35% | 114k | 31.99 | |
Cisco Systems (CSCO) | 0.7 | $3.3M | +36% | 73k | 44.76 | |
People's United Financial (PBCT) | 0.7 | $3.1M | +36% | 240k | 12.93 | |
Valero Energy Corporation (VLO) | 0.6 | $2.9M | +33% | 52k | 56.57 | |
Viacomcbs CL B (VIAC) | 0.6 | $2.9M | +19% | 78k | 37.26 | |
Greif CL B (GEF.B) | 0.6 | $2.5M | +34% | 52k | 48.39 | |
Seagate Technology SHS (STX) | 0.5 | $2.4M | +32% | 38k | 62.17 | |
Omni (OMC) | 0.5 | $2.4M | +56% | 38k | 62.36 | |
International Business Machines (IBM) | 0.5 | $2.4M | +30% | 19k | 125.91 | |
H&R Block (HRB) | 0.5 | $2.4M | +53% | 148k | 15.86 | |
Dbx Etf Tr Xtrck Jp Mrgn Es (ESEB) | 0.5 | $2.3M | -12% | 104k | 22.46 | |
Amazon (AMZN) | 0.5 | $2.2M | +5% | 680.00 | 3257.35 | |
Dow (DOW) | 0.5 | $2.1M | +34% | 39k | 55.50 | |
General Motors Company (GM) | 0.4 | $1.9M | +35% | 46k | 41.64 | |
Hanesbrands (HBI) | 0.4 | $1.8M | NEW | 126k | 14.58 | |
First Horizon National Corporation (FHN) | 0.4 | $1.8M | +78% | 137k | 12.76 | |
International Paper Company (IP) | 0.4 | $1.7M | +34% | 35k | 49.72 | |
Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.4 | $1.7M | +71% | 24k | 73.03 | |
Western Digital (WDC) | 0.4 | $1.7M | +38% | 31k | 55.39 | |
AllianceBernstein Global Hgh Incm (AWF) | 0.4 | $1.7M | -2% | 145k | 11.77 | |
Compass Minerals International (CMP) | 0.4 | $1.7M | +32% | 27k | 61.73 | |
Total Se Sponsored Ads (TOT) | 0.4 | $1.7M | +39% | 40k | 41.92 | |
Lockheed Martin Corporation (LMT) | 0.3 | $1.5M | +39% | 4.3k | 354.86 | |
Innovator Etfs Tr S&p 500 Buffer E (BDEC) | 0.3 | $1.5M | +3901% | 48k | 30.51 | |
Principal Exchange-traded Prnc Invt Grad (IG) | 0.3 | $1.5M | +162% | 54k | 27.40 | |
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) | 0.3 | $1.4M | +87% | 44k | 32.11 | |
Ishares Tr Pfd And Incm Sec (PFF) | 0.3 | $1.4M | 36k | 38.51 | ||
Spdr Ser Tr Bloomberg Brclys (JNK) | 0.3 | $1.4M | +83% | 13k | 108.91 | |
Brink's Company (BCO) | 0.3 | $1.4M | NEW | 19k | 71.98 | |
Ishares Tr Faln Angls Usd (FALN) | 0.3 | $1.3M | +77% | 44k | 29.43 | |
Flaherty & Crumrine/Claymore Preferred S (FFC) | 0.3 | $1.3M | 54k | 23.42 | ||
Microsoft Corporation (MSFT) | 0.3 | $1.2M | -2% | 5.4k | 222.41 | |
Spdr Ser Tr Bloomberg Srt Tr (SJNK) | 0.3 | $1.2M | +90% | 44k | 26.96 | |
Netflix (NFLX) | 0.2 | $1.1M | +19% | 2.1k | 540.72 | |
Whitehorse Finance (WHF) | 0.2 | $1.1M | +188% | 79k | 13.61 | |
Msc Indl Direct Cl A (MSM) | 0.2 | $1.1M | +22% | 13k | 84.40 | |
Crane (CR) | 0.2 | $1.1M | +37% | 14k | 77.68 | |
Synchrony Financial (SYF) | 0.2 | $1.1M | +41% | 31k | 34.71 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.1M | +18% | 601.00 | 1752.08 | |
Dbx Etf Tr Xtrack Usd High (HYLB) | 0.2 | $1.0M | +72% | 21k | 50.07 | |
Facebook Cl A (FB) | 0.2 | $1.0M | +22% | 3.7k | 273.19 | |
Entergy Corporation (ETR) | 0.2 | $999k | -31% | 10k | 99.82 | |
Viatris (VTRS) | 0.2 | $897k | NEW | 48k | 18.74 | |
Northwestern Corp Com New (NWE) | 0.2 | $893k | +28% | 15k | 58.34 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $875k | +7461% | 4.5k | 196.14 | |
Franklin Resources (BEN) | 0.2 | $872k | +31911% | 35k | 24.99 | |
Walgreen Boots Alliance (WBA) | 0.2 | $864k | +26% | 22k | 39.88 | |
Oneok (OKE) | 0.2 | $858k | +8739% | 22k | 38.36 | |
Xerox Holdings Corp Com New (XRX) | 0.2 | $856k | +29% | 37k | 23.20 | |
Westrock (WRK) | 0.2 | $853k | +46% | 20k | 43.50 | |
Vaneck Vectors Etf Tr Bdc Income Etf (BIZD) | 0.2 | $735k | NEW | 54k | 13.73 | |
Spirit Rlty Cap Com New (SRC) | 0.2 | $701k | +2057% | 18k | 40.16 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $658k | -73% | 2.1k | 313.78 | |
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.1 | $652k | -4% | 43k | 15.25 | |
Home Depot (HD) | 0.1 | $623k | 2.3k | 265.45 | ||
Omega Healthcare Investors (OHI) | 0.1 | $620k | +1021% | 17k | 36.30 | |
Tesla Motors (TSLA) | 0.1 | $613k | 869.00 | 705.41 | ||
Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $591k | +11% | 5.0k | 118.20 | |
Verizon Communications (VZ) | 0.1 | $580k | +10% | 9.9k | 58.76 | |
Procter & Gamble Company (PG) | 0.1 | $555k | -69% | 4.0k | 139.03 | |
National Health Investors (NHI) | 0.1 | $553k | NEW | 8.0k | 69.11 | |
Pepsi (PEP) | 0.1 | $550k | 3.7k | 148.17 | ||
KAR Auction Services (KAR) | 0.1 | $539k | NEW | 29k | 18.62 | |
Spdr Ser Tr Portfolio Ln Cor (SPLB) | 0.1 | $516k | NEW | 16k | 33.09 | |
McDonald's Corporation (MCD) | 0.1 | $481k | -2% | 2.2k | 214.54 | |
Ishares Tr Core Total Usd (IUSB) | 0.1 | $464k | NEW | 8.5k | 54.64 | |
Columbia Ppty Tr Com New (CXP) | 0.1 | $455k | +376% | 32k | 14.34 | |
Mgm Growth Pptys Cl A Com (MGP) | 0.1 | $447k | NEW | 14k | 31.27 | |
Ishares Tr Core Lt Usdb Etf (ILTB) | 0.1 | $446k | NEW | 5.8k | 76.50 | |
Wal-Mart Stores (WMT) | 0.1 | $446k | -71% | 3.1k | 144.10 | |
Equifax (EFX) | 0.1 | $437k | 2.3k | 192.68 | ||
Alphabet Cap Stk Cl C (GOOG) | 0.1 | $434k | 248.00 | 1750.00 | ||
Global Net Lease Com New (GNL) | 0.1 | $422k | NEW | 25k | 17.14 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $406k | 1.8k | 231.87 | ||
Global Med Reit Com New (GMRE) | 0.1 | $403k | NEW | 31k | 13.07 | |
Simon Property (SPG) | 0.1 | $391k | +2729% | 4.6k | 85.32 | |
Walt Disney Company (DIS) | 0.1 | $389k | -35% | 2.1k | 181.27 | |
Plymouth Indl Reit (PLYM) | 0.1 | $384k | +543% | 26k | 15.01 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $372k | +84% | 2.9k | 127.14 | |
Altria (MO) | 0.1 | $367k | +23% | 9.0k | 40.95 | |
Anthem (ANTM) | 0.1 | $362k | 1.1k | 320.92 | ||
Brandywine Rlty Tr Sh Ben Int New (BDN) | 0.1 | $356k | NEW | 30k | 11.89 | |
CSX Corporation (CSX) | 0.1 | $351k | 3.9k | 90.63 | ||
American Fin Tr Com Class A (AFIN) | 0.1 | $339k | 46k | 7.43 | ||
Roku Com Cl A (ROKU) | 0.1 | $333k | +24% | 1.0k | 332.00 | |
Exxon Mobil Corporation (XOM) | 0.1 | $322k | 7.8k | 41.21 | ||
Union Pacific Corporation (UNP) | 0.1 | $267k | 1.3k | 208.11 | ||
Store Capital Corp reit (STOR) | 0.1 | $262k | 7.7k | 34.04 | ||
Merck & Co (MRK) | 0.1 | $261k | +3% | 3.2k | 81.82 | |
Coca-Cola Company (KO) | 0.1 | $243k | +3% | 4.4k | 54.92 | |
Advanced Micro Devices (AMD) | 0.1 | $242k | 2.6k | 91.53 | ||
Nextera Energy (NEE) | 0.1 | $240k | +311% | 3.1k | 77.12 | |
Blackrock Tcp Cap Corp (TCPC) | 0.1 | $231k | 21k | 11.22 | ||
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $204k | 2.0k | 102.00 | ||
Southern Company (SO) | 0.0 | $197k | 3.2k | 61.29 | ||
Dominion Resources (D) | 0.0 | $180k | +9% | 2.4k | 75.03 | |
salesforce (CRM) | 0.0 | $180k | +20% | 808.00 | 222.77 | |
Chevron Corporation (CVX) | 0.0 | $175k | 2.1k | 84.66 | ||
Public Storage (PSA) | 0.0 | $174k | 754.00 | 230.77 | ||
Danaher Corporation (DHR) | 0.0 | $172k | 774.00 | 222.22 | ||
Paypal Holdings (PYPL) | 0.0 | $168k | -7% | 717.00 | 234.31 | |
Ventas (VTR) | 0.0 | $162k | 3.3k | 48.94 | ||
Abbott Laboratories (ABT) | 0.0 | $159k | 1.5k | 109.58 | ||
AECOM Technology Corporation (ACM) | 0.0 | $155k | 3.1k | 49.68 | ||
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $146k | +117% | 924.00 | 158.02 | |
PPG Industries (PPG) | 0.0 | $144k | 1.0k | 144.00 | ||
Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 0.0 | $142k | -26% | 2.0k | 72.45 | |
Norfolk Southern (NSC) | 0.0 | $140k | 587.00 | 238.50 | ||
Intel Corporation (INTC) | 0.0 | $136k | 2.7k | 49.89 | ||
Eversource Energy (ES) | 0.0 | $135k | 1.6k | 86.26 | ||
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $134k | -84% | 358.00 | 374.30 | |
Philip Morris International (PM) | 0.0 | $134k | +8% | 1.6k | 82.51 | |
Starbucks Corporation (SBUX) | 0.0 | $133k | +2% | 1.2k | 106.74 | |
Fs Kkr Capital Corp. Ii (FSKR) | 0.0 | $132k | +4% | 8.0k | 16.40 | |
Bank of America Corporation (BAC) | 0.0 | $131k | 4.3k | 30.23 | ||
Boeing Company (BA) | 0.0 | $126k | -10% | 591.00 | 213.20 | |
Barrick Gold Corp (GOLD) | 0.0 | $124k | +3% | 5.5k | 22.71 | |
Visa Com Cl A (V) | 0.0 | $123k | +32% | 562.00 | 218.86 | |
Cedar Fair Depositry Unit (FUN) | 0.0 | $122k | 3.1k | 39.22 | ||
Wp Carey (WPC) | 0.0 | $119k | 1.7k | 70.46 | ||
Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.0 | $119k | 3.9k | 30.69 | ||
CVS Caremark Corporation (CVS) | 0.0 | $116k | 1.7k | 68.12 | ||
Innovator Etfs Tr S&p 500 Buffer (BNOV) | 0.0 | $115k | 3.9k | 29.85 | ||
Qualcomm (QCOM) | 0.0 | $112k | 734.00 | 152.59 | ||
Lowe's Companies (LOW) | 0.0 | $107k | +6% | 668.00 | 160.18 | |
Costco Wholesale Corporation (COST) | 0.0 | $106k | -42% | 281.00 | 377.22 | |
Glaxosmithkline Sponsored Adr (GSK) | 0.0 | $106k | -3% | 2.9k | 36.65 | |
Parker-Hannifin Corporation (PH) | 0.0 | $105k | 385.00 | 272.73 | ||
Honeywell International (HON) | 0.0 | $105k | -2% | 492.00 | 213.41 | |
Suburban Propane Partners L Unit Ltd Partn (SPH) | 0.0 | $105k | +11475% | 7.1k | 14.87 | |
Delta Air Lines Inc Del Com New (DAL) | 0.0 | $104k | 2.6k | 40.36 | ||
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $103k | 1.2k | 85.98 | ||
Duke Energy Corp Com New (DUK) | 0.0 | $102k | +13% | 1.1k | 91.73 | |
Raytheon Technologies Corp (RTX) | 0.0 | $99k | 1.4k | 71.43 | ||
Bristol Myers Squibb (BMY) | 0.0 | $96k | 1.5k | 62.18 | ||
Gilead Sciences (GILD) | 0.0 | $96k | +16% | 1.7k | 58.01 | |
Consolidated Edison (ED) | 0.0 | $94k | 1.3k | 71.92 | ||
Texas Instruments Incorporated (TXN) | 0.0 | $93k | 566.00 | 164.31 | ||
Healthcare Tr Amer Cl A New (HTA) | 0.0 | $91k | -7% | 3.3k | 27.47 | |
Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.0 | $88k | -28% | 2.7k | 32.87 | |
Comcast Corp Cl A (CMCSA) | 0.0 | $87k | -2% | 1.7k | 52.32 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $87k | 445.00 | 195.51 | ||
United Parcel Service CL B (UPS) | 0.0 | $85k | 506.00 | 167.98 | ||
Realty Income (O) | 0.0 | $82k | -5% | 1.3k | 62.55 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $82k | 606.00 | 135.31 | ||
Spdr Gold Tr Gold Shs (GLD) | 0.0 | $79k | 443.00 | 178.33 | ||
The Trade Desk Com Cl A (TTD) | 0.0 | $79k | +8% | 99.00 | 797.98 | |
AFLAC Incorporated (AFL) | 0.0 | $78k | 1.8k | 44.50 | ||
MGM Resorts International. (MGM) | 0.0 | $78k | 2.5k | 31.38 | ||
Nuveen Va Premium Income Municipal Fund (NPV) | 0.0 | $76k | 4.8k | 15.95 | ||
Mastercard Incorporated Cl A (MA) | 0.0 | $75k | +9% | 210.00 | 357.14 | |
NVIDIA Corporation (NVDA) | 0.0 | $74k | -34% | 142.00 | 521.13 | |
Charter Communications Inc N Cl A (CHTR) | 0.0 | $74k | +2% | 112.00 | 660.71 | |
Emerson Electric (EMR) | 0.0 | $73k | 912.00 | 80.04 | ||
Ford Motor Company (F) | 0.0 | $72k | -7% | 8.2k | 8.74 | |
One Liberty Properties (OLP) | 0.0 | $69k | 3.4k | 20.13 | ||
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $69k | +17% | 496.00 | 139.11 | |
3M Company (MMM) | 0.0 | $69k | +3% | 393.00 | 175.57 | |
Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $69k | -89% | 2.7k | 25.31 | |
UnitedHealth (UNH) | 0.0 | $68k | 193.00 | 352.33 | ||
Vanguard Bd Index Fds Long Term Bond (BLV) | 0.0 | $68k | +2% | 621.00 | 109.50 | |
Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $67k | -19% | 1.5k | 46.11 | |
Target Corporation (TGT) | 0.0 | $66k | 375.00 | 176.00 | ||
General Mills (GIS) | 0.0 | $65k | 1.1k | 58.61 | ||
Ishares Tr Barclays 7 10 Yr (IEF) | 0.0 | $64k | +102% | 537.00 | 119.18 | |
Quidel Corporation (QDEL) | 0.0 | $60k | 335.00 | 179.10 | ||
Amgen (AMGN) | 0.0 | $60k | 260.00 | 230.77 | ||
Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.0 | $60k | 813.00 | 73.80 | ||
Shopify Cl A (SHOP) | 0.0 | $59k | 52.00 | 1134.62 | ||
DNP Select Income Fund (DNP) | 0.0 | $57k | 5.5k | 10.28 | ||
Eaton Corp SHS (ETN) | 0.0 | $57k | 477.00 | 119.50 | ||
Franklin Templeton (FTF) | 0.0 | $57k | 6.0k | 9.43 | ||
General Electric Company (GE) | 0.0 | $56k | -13% | 5.2k | 10.82 | |
Unilever Spon Adr New (UL) | 0.0 | $56k | +534% | 920.00 | 60.87 | |
Essential Utils (WTRG) | 0.0 | $56k | 1.2k | 47.38 | ||
First Eagle Altr Cap Bdc (FCRD) | 0.0 | $55k | 15k | 3.65 | ||
Medtronic SHS (MDT) | 0.0 | $55k | 473.00 | 116.28 | ||
Fidelity National Information Services (FIS) | 0.0 | $55k | 389.00 | 141.39 | ||
TJX Companies (TJX) | 0.0 | $55k | -3% | 806.00 | 68.24 | |
FedEx Corporation (FDX) | 0.0 | $54k | -33% | 207.00 | 260.87 | |
Agree Realty Corporation (ADC) | 0.0 | $53k | 790.00 | 67.09 | ||
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $52k | 460.00 | 113.04 | ||
Arrowhead Pharmaceuticals (ARWR) | 0.0 | $52k | 680.00 | 76.47 | ||
Colony Cr Real Estate Com Cl A (CLNC) | 0.0 | $52k | 6.9k | 7.51 | ||
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $51k | 587.00 | 86.88 | ||
Eli Lilly & Co. (LLY) | 0.0 | $50k | 299.00 | 167.22 | ||
Wec Energy Group (WEC) | 0.0 | $49k | 533.00 | 91.93 | ||
Zimmer Holdings (ZBH) | 0.0 | $49k | 316.00 | 155.06 | ||
Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $49k | +67% | 231.00 | 212.12 | |
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $49k | 503.00 | 97.42 | ||
Pimco Income Strategy Fund II (PFN) | 0.0 | $48k | 4.8k | 10.03 | ||
Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.0 | $48k | 1.6k | 29.57 | ||
Becton, Dickinson and (BDX) | 0.0 | $48k | 192.00 | 250.00 | ||
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $47k | 137.00 | 343.07 | ||
Fastenal Company (FAST) | 0.0 | $47k | 968.00 | 48.55 | ||
Medical Properties Trust (MPW) | 0.0 | $47k | +122% | 2.1k | 21.92 | |
Welltower Inc Com reit (WELL) | 0.0 | $46k | 710.00 | 64.79 | ||
Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $45k | -5% | 2.1k | 21.43 | |
Twilio Cl A (TWLO) | 0.0 | $45k | +19% | 134.00 | 335.82 | |
IDEXX Laboratories (IDXX) | 0.0 | $45k | 91.00 | 494.51 | ||
Diageo Spon Adr New (DEO) | 0.0 | $44k | 277.00 | 158.84 | ||
Broadcom (AVGO) | 0.0 | $44k | +85% | 100.00 | 440.00 | |
Xcel Energy (XEL) | 0.0 | $43k | +32200% | 646.00 | 66.56 | |
Caterpillar (CAT) | 0.0 | $43k | 237.00 | 181.43 | ||
Service Pptys Tr Com Sh Ben Int (SVC) | 0.0 | $43k | 3.8k | 11.39 | ||
Hancock John Pfd Income Sh Ben Int (HPI) | 0.0 | $42k | 2.2k | 19.53 | ||
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $42k | 680.00 | 61.76 | ||
Dentsply Sirona (XRAY) | 0.0 | $42k | 794.00 | 52.90 | ||
Uber Technologies (UBER) | 0.0 | $41k | +14% | 803.00 | 51.06 | |
VirnetX Holding Corporation (VHC) | 0.0 | $41k | 8.1k | 5.06 | ||
Blackstone Group Com Cl A (BX) | 0.0 | $40k | +48% | 623.00 | 64.21 | |
Edison International (EIX) | 0.0 | $40k | 630.00 | 63.49 | ||
Truist Financial Corp equities (TFC) | 0.0 | $39k | 804.00 | 48.51 | ||
Patterson Companies (PDCO) | 0.0 | $39k | 1.3k | 29.46 | ||
Ubiquiti (UI) | 0.0 | $39k | 139.00 | 280.58 | ||
BlackRock Global Opportunities Equity Tr (BOE) | 0.0 | $39k | 3.6k | 10.93 | ||
Automatic Data Processing (ADP) | 0.0 | $38k | 218.00 | 174.31 | ||
Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $37k | 3.9k | 9.49 | ||
Ishares Gold Trust Ishares (IAU) | 0.0 | $37k | 2.0k | 18.31 | ||
Vale S A Sponsored Ads (VALE) | 0.0 | $37k | 2.2k | 16.55 | ||
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $35k | 405.00 | 86.42 | ||
Edwards Lifesciences (EW) | 0.0 | $35k | +375% | 380.00 | 92.11 | |
Mccormick & Co Com Non Vtg (MKC) | 0.0 | $35k | +100% | 368.00 | 95.11 | |
Cousins Pptys Com New (CUZ) | 0.0 | $35k | 1.0k | 33.46 | ||
Air Products & Chemicals (APD) | 0.0 | $35k | 129.00 | 271.32 | ||
Nike CL B (NKE) | 0.0 | $35k | 248.00 | 141.13 | ||
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) | 0.0 | $35k | 1.7k | 20.48 | ||
Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $34k | 1.0k | 33.53 | ||
Adobe Systems Incorporated (ADBE) | 0.0 | $34k | +26% | 67.00 | 507.46 | |
Ishares Tr Agency Bond Etf (AGZ) | 0.0 | $34k | NEW | 281.00 | 121.00 | |
ConocoPhillips (COP) | 0.0 | $34k | 856.00 | 39.72 |
Past Filings by Sound Income Strategies
SEC 13F filings are viewable for Sound Income Strategies going back to 2017
- 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
- Sound Income Strategies 2019 Q2 filed July 16, 2019
- Sound Income Strategies 2019 Q1 filed April 4, 2019
- Sound Income Strategies 2018 Q4 restated filed Jan. 11, 2019
- Sound Income Strategies 2018 Q4 restated filed Jan. 10, 2019
- Sound Income Strategies 2018 Q4 filed Jan. 8, 2019
- Sound Income Strategies 2018 Q3 restated filed Oct. 3, 2018
- Sound Income Strategies 2018 Q3 filed Oct. 1, 2018
- Sound Income Strategies 2018 Q2 filed Aug. 14, 2018
- Sound Income Strategies 2018 Q1 filed May 15, 2018