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, ARCC, PCY, and represent 31.81% of Sound Income Strategies's stock portfolio.
- Added to shares of these 10 stocks: CSWC (+$8.6M), TPVG (+$5.0M), JNK, ANGL, SJNK, HYLB, IGLB, FALN, SHYG, SDEI.
- Started 139 new stock positions in SCHA, VSS, Etf Ser Solutions call, PNR, TM, EBND, MSGS, RRC, SPMB, JPHY.
- Reduced shares in these 10 stocks: MAIN, VIAC, FFC, BDEC, HTGC, IWM, PFF, BDN, AFIN, IVV.
- Sold out of its positions in ANGI, SIVR, AJRD, AEM, AIRG, ALB, LNT, Allianzgi Conv & Inc Fd taxable cef, AFIN, American Intl Group.
- Sound Income Strategies was a net buyer of stock by $110M.
- Sound Income Strategies has $590M in assets under management (AUM), dropping by 30.25%.
- Central Index Key (CIK): 0001730960
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Portfolio Holdings for Sound Income Strategies
Companies in the Sound Income Strategies portfolio as of the March 2021 quarterly 13F filing
Sound Income Strategies has 961 total positions. Only the first 250 positions are shown.
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- Download the Sound Income Strategies March 2021 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 8.5 | $50M | +6% | 1.1M | 45.81 | |
| Vaneck Vectors Etf Tr Emerging Mkts Hi (HYEM) | 7.0 | $41M | +6% | 1.8M | 23.63 | |
| Hercules Technology Growth Capital (HTGC) | 5.7 | $33M | -2% | 2.1M | 16.03 | |
| Ares Capital Corporation (ARCC) | 5.5 | $32M | 1.7M | 18.71 | ||
| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 5.2 | $31M | +8% | 1.1M | 26.77 | |
| Sixth Street Specialty Lending (TSLX) | 5.1 | $30M | +2% | 1.4M | 21.03 | |
| Ishares Jp Mrgn Em Hi Bd (EMHY) | 4.9 | $29M | +7% | 653k | 44.47 | |
| Pennantpark Floating Rate Capi (PFLT) | 4.9 | $29M | +7% | 2.4M | 11.88 | |
| Golub Capital BDC (GBDC) | 4.1 | $24M | +8% | 1.7M | 14.62 | |
| Main Street Capital Corporation (MAIN) | 3.1 | $19M | -18% | 473k | 39.15 | |
| Capital Southwest Corporation (CSWC) | 1.5 | $8.6M | +21401% | 389k | 22.16 | |
| Hp (HPQ) | 1.3 | $7.7M | +27% | 241k | 31.75 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 1.2 | $6.9M | +32% | 66k | 104.05 | |
| Principal Financial (PFG) | 1.1 | $6.8M | +46% | 113k | 59.96 | |
| Abbvie (ABBV) | 1.1 | $6.5M | +40% | 60k | 108.22 | |
| Spdr Ser Tr Bloomberg Brclys (JNK) | 1.1 | $6.2M | +350% | 57k | 108.80 | |
| Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) | 1.0 | $6.2M | +338% | 194k | 31.93 | |
| People's United Financial (PBCT) | 1.0 | $5.9M | +38% | 331k | 17.90 | |
| Pfizer (PFE) | 1.0 | $5.9M | +35% | 162k | 36.23 | |
| At&t (T) | 1.0 | $5.8M | +29% | 192k | 30.27 | |
| Enbridge (ENB) | 1.0 | $5.8M | +38% | 158k | 36.40 | |
| Spdr Ser Tr Bloomberg Srt Tr (SJNK) | 1.0 | $5.7M | +379% | 210k | 27.33 | |
| Greif CL B (GEF.B) | 1.0 | $5.6M | +89% | 98k | 57.24 | |
| Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.9 | $5.4M | +244% | 82k | 66.67 | |
| H&R Block (HRB) | 0.9 | $5.4M | +66% | 248k | 21.80 | |
| Dbx Etf Tr Xtrack Usd High (HYLB) | 0.9 | $5.3M | +407% | 106k | 49.99 | |
| Valero Energy Corporation (VLO) | 0.9 | $5.2M | +40% | 73k | 71.60 | |
| Ishares Tr Faln Angls Usd (FALN) | 0.9 | $5.1M | +296% | 175k | 29.24 | |
| Triplepoint Venture Gr Bdc cs (TPVG) | 0.9 | $5.1M | +13705% | 350k | 14.45 | |
| Cisco Systems (CSCO) | 0.9 | $5.0M | +33% | 97k | 51.71 | |
| Apple (AAPL) | 0.8 | $4.9M | +6% | 41k | 122.15 | |
| Omni (OMC) | 0.8 | $4.7M | +65% | 63k | 74.15 | |
| Johnson & Johnson (JNJ) | 0.7 | $4.3M | +6% | 26k | 164.35 | |
| Seagate Technology SHS | 0.7 | $4.2M | +41% | 55k | 76.75 | |
| Total Se Sponsored Ads (TTE) | 0.7 | $4.0M | +117% | 86k | 46.54 | |
| Lockheed Martin Corporation (LMT) | 0.7 | $3.9M | +150% | 11k | 369.52 | |
| Hanesbrands (HBI) | 0.7 | $3.9M | +55% | 196k | 19.67 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $3.7M | -6% | 9.2k | 397.80 | |
| International Business Machines (IBM) | 0.6 | $3.5M | +40% | 27k | 133.26 | |
| First Horizon National Corporation (FHN) | 0.6 | $3.4M | +45% | 200k | 16.91 | |
| Dow (DOW) | 0.5 | $3.2M | +30% | 51k | 63.94 | |
| Western Digital (WDC) | 0.5 | $3.2M | +56% | 48k | 66.75 | |
| General Motors Company (GM) | 0.5 | $3.2M | +22% | 56k | 57.46 | |
| Tidal Etf Tr Sound Equity Inm (SDEI) | 0.5 | $3.0M | NEW | 123k | 24.27 | |
| Brink's Company (BCO) | 0.4 | $2.4M | +60% | 31k | 79.23 | |
| Synchrony Financial (SYF) | 0.4 | $2.4M | +92% | 59k | 40.66 | |
| International Paper Company (IP) | 0.4 | $2.3M | +23% | 43k | 54.07 | |
| Molson Coors Beverage CL B (TAP) | 0.4 | $2.3M | +142696% | 44k | 51.15 | |
| Walgreen Boots Alliance (WBA) | 0.4 | $2.2M | +88% | 41k | 54.90 | |
| Amazon (AMZN) | 0.4 | $2.2M | +5% | 714.00 | 3094.08 | |
| Dbx Etf Tr Xtrck Jp Mrgn Es (ESEB) | 0.4 | $2.2M | 103k | 21.20 | ||
| Franklin Resources (BEN) | 0.4 | $2.1M | +104% | 71k | 29.60 | |
| Crane (CR) | 0.3 | $2.0M | +59% | 22k | 93.91 | |
| Whitehorse Finance (WHF) | 0.3 | $2.0M | +62% | 129k | 15.17 | |
| Compass Minerals International (CMP) | 0.3 | $1.7M | +2% | 28k | 62.72 | |
| Spirit Rlty Cap Com New (SRC) | 0.3 | $1.7M | +131% | 40k | 42.50 | |
| Columbia Ppty Tr Com New (CXP) | 0.3 | $1.7M | +215% | 100k | 17.10 | |
| Simon Property (SPG) | 0.3 | $1.7M | +225% | 15k | 113.77 | |
| Plymouth Indl Reit (PLYM) | 0.3 | $1.7M | +284% | 98k | 16.85 | |
| Principal Exchange-traded Prnc Invt Grad (IG) | 0.3 | $1.6M | +17% | 63k | 25.93 | |
| Westrock (WRK) | 0.3 | $1.6M | +59% | 31k | 52.05 | |
| Omega Healthcare Investors (OHI) | 0.3 | $1.6M | +153% | 43k | 36.63 | |
| National Health Investors (NHI) | 0.3 | $1.6M | +170% | 22k | 72.28 | |
| Mgm Growth Pptys Cl A Com (MGP) | 0.3 | $1.6M | +232% | 48k | 32.62 | |
| Global Net Lease Com New (GNL) | 0.3 | $1.5M | +246% | 85k | 18.06 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.5M | +23% | 742.00 | 2062.52 | |
| AllianceBernstein Global Hgh Incm (AWF) | 0.3 | $1.5M | -12% | 128k | 11.85 | |
| Microsoft Corporation (MSFT) | 0.3 | $1.5M | +17% | 6.4k | 235.77 | |
| Msc Indl Direct Cl A (MSM) | 0.2 | $1.4M | +26% | 16k | 90.19 | |
| Oneok (OKE) | 0.2 | $1.4M | +25% | 28k | 50.66 | |
| Global Med Reit Com New (GMRE) | 0.2 | $1.4M | +249% | 108k | 13.11 | |
| Facebook Cl A (FB) | 0.2 | $1.4M | +28% | 4.8k | 294.53 | |
| New York Community Ban (NYCB) | 0.2 | $1.4M | NEW | 110k | 12.62 | |
| Nextera Energy (NEE) | 0.2 | $1.3M | +466% | 18k | 75.61 | |
| Netflix (NFLX) | 0.2 | $1.3M | +18% | 2.5k | 521.66 | |
| Northwestern Corp Com New (NWE) | 0.2 | $1.3M | +28% | 20k | 65.20 | |
| Entergy Corporation (ETR) | 0.2 | $1.2M | +21% | 12k | 99.47 | |
| Stanley Black & Decker (SWK) | 0.2 | $1.1M | NEW | 5.7k | 199.67 | |
| Xerox Holdings Corp Com New (XRX) | 0.2 | $1.1M | +24% | 46k | 24.27 | |
| Viatris (VTRS) | 0.2 | $1.0M | +50% | 72k | 13.97 | |
| Spdr Ser Tr Portfolio Ln Cor (SPLB) | 0.2 | $984k | +109% | 33k | 30.17 | |
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.2 | $962k | +50% | 64k | 15.00 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $896k | -35% | 23k | 38.40 | |
| KAR Auction Services (KAR) | 0.2 | $895k | +106% | 60k | 15.00 | |
| Vaneck Vectors Etf Tr Bdc Income Etf (BIZD) | 0.1 | $866k | 54k | 16.20 | ||
| Ishares Tr Core Lt Usdb Etf (ILTB) | 0.1 | $837k | +109% | 12k | 68.55 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $781k | +16% | 2.4k | 319.08 | |
| Ishares Tr Core Total Usd (IUSB) | 0.1 | $768k | +71% | 15k | 52.75 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $677k | +18% | 5.9k | 113.84 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $671k | +49% | 2.6k | 255.47 | |
| Home Depot (HD) | 0.1 | $666k | -7% | 2.2k | 305.19 | |
| Walt Disney Company (DIS) | 0.1 | $606k | +52% | 3.3k | 184.50 | |
| Verizon Communications (VZ) | 0.1 | $556k | -3% | 9.6k | 58.15 | |
| Pepsi (PEP) | 0.1 | $549k | +4% | 3.9k | 141.45 | |
| Tesla Motors (TSLA) | 0.1 | $548k | -5% | 820.00 | 667.93 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $540k | +5% | 261.00 | 2068.63 | |
| McDonald's Corporation (MCD) | 0.1 | $534k | +6% | 2.4k | 224.14 | |
| Wal-Mart Stores (WMT) | 0.1 | $456k | +8% | 3.4k | 135.84 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $426k | -2% | 7.6k | 55.83 | |
| Anthem (ANTM) | 0.1 | $424k | +4% | 1.2k | 358.95 | |
| Procter & Gamble Company (PG) | 0.1 | $421k | -22% | 3.1k | 135.42 | |
| Equifax (EFX) | 0.1 | $411k | 2.3k | 181.13 | ||
| Enterprise Products Partners (EPD) | 0.1 | $397k | +1409% | 18k | 22.02 | |
| CSX Corporation (CSX) | 0.1 | $373k | 3.9k | 96.42 | ||
| Roku Com Cl A (ROKU) | 0.1 | $345k | +5% | 1.1k | 325.77 | |
| Spdr Ser Tr Wells Fg Pfd Etf (PSK) | 0.1 | $331k | +1630% | 7.6k | 43.43 | |
| Chevron Corporation (CVX) | 0.1 | $314k | +44% | 3.0k | 104.78 | |
| Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 0.1 | $307k | NEW | 16k | 18.88 | |
| Innovator Etfs Tr Ii S&p Invstmnt Grd (EPRF) | 0.1 | $305k | NEW | 13k | 24.22 | |
| Innovatoretfs Tr S&p 500 Buffer E (BDEC) | 0.1 | $296k | -80% | 9.3k | 31.85 | |
| Altria (MO) | 0.1 | $295k | -35% | 5.8k | 51.16 | |
| Vaneck Vectors Etf Tr Pfd Secs Ex Finl (PFXF) | 0.0 | $288k | NEW | 14k | 20.81 | |
| Global X Fds Us Pfd Etf (PFFD) | 0.0 | $285k | NEW | 11k | 25.51 | |
| Union Pacific Corporation (UNP) | 0.0 | $263k | -7% | 1.2k | 220.41 | |
| Abbott Laboratories (ABT) | 0.0 | $260k | +49% | 2.2k | 119.84 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $259k | -41% | 1.7k | 152.27 | |
| Store Capital Corp reit (STOR) | 0.0 | $258k | 7.7k | 33.50 | ||
| Eversource Energy (ES) | 0.0 | $255k | +88% | 2.9k | 86.60 | |
| Intel Corporation (INTC) | 0.0 | $253k | +45% | 4.0k | 63.99 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $240k | +118% | 2.6k | 91.61 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $236k | -76% | 1.1k | 220.95 | |
| Coca-Cola Company (KO) | 0.0 | $225k | -3% | 4.3k | 52.71 | |
| Evergy (EVRG) | 0.0 | $219k | NEW | 3.7k | 59.53 | |
| Public Storage (PSA) | 0.0 | $208k | +12% | 845.00 | 246.65 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $208k | 2.0k | 101.91 | ||
| Southern Company (SO) | 0.0 | $192k | -3% | 3.1k | 62.17 | |
| Merck & Co (MRK) | 0.0 | $187k | -24% | 2.4k | 77.09 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $185k | +72% | 2.4k | 77.27 | |
| Paypal Holdings (PYPL) | 0.0 | $180k | +3% | 742.00 | 242.84 | |
| Danaher Corporation (DHR) | 0.0 | $172k | 766.00 | 225.08 | ||
| salesforce (CRM) | 0.0 | $172k | 813.00 | 211.87 | ||
| AECOM Technology Corporation (ACM) | 0.0 | $168k | -16% | 2.6k | 64.11 | |
| Caterpillar (CAT) | 0.0 | $168k | +205% | 724.00 | 231.87 | |
| Dominion Resources (D) | 0.0 | $168k | -8% | 2.2k | 75.96 | |
| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 0.0 | $167k | 2.0k | 84.93 | ||
| Bank of America Corporation (BAC) | 0.0 | $166k | 4.3k | 38.69 | ||
| Cedar Fair Depositry Unit (FUN) | 0.0 | $166k | +7% | 3.3k | 49.68 | |
| Viacomcbs CL B (VIAC) | 0.0 | $164k | -95% | 3.6k | 45.10 | |
| Norfolk Southern (NSC) | 0.0 | $158k | 589.00 | 268.34 | ||
| Dws Municipal Income Cf non-tax cef (KTF) | 0.0 | $154k | NEW | 13k | 11.65 | |
| Emerson Electric (EMR) | 0.0 | $154k | +86% | 1.7k | 90.22 | |
| PPG Industries (PPG) | 0.0 | $150k | 1.0k | 150.26 | ||
| Amgen (AMGN) | 0.0 | $148k | +128% | 595.00 | 248.81 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $145k | +189% | 397.00 | 364.27 | |
| Fs Kkr Capital Corp. Ii | 0.0 | $142k | -9% | 7.3k | 19.53 | |
| Boeing Company (BA) | 0.0 | $139k | -7% | 545.00 | 254.72 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $137k | -3% | 345.00 | 396.85 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $130k | +818% | 1.4k | 91.86 | |
| UnitedHealth (UNH) | 0.0 | $126k | +75% | 338.00 | 371.93 | |
| Philip Morris International (PM) | 0.0 | $126k | -12% | 1.4k | 88.74 | |
| Starbucks Corporation (SBUX) | 0.0 | $125k | -8% | 1.1k | 109.27 | |
| Visa Com Cl A (V) | 0.0 | $124k | +3% | 584.00 | 211.73 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $121k | 385.00 | 315.43 | ||
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $121k | NEW | 3.1k | 39.49 | |
| Lowe's Companies (LOW) | 0.0 | $121k | -5% | 633.00 | 190.33 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $120k | -3% | 2.5k | 48.28 | |
| Innovator Etfs Tr S&p 500 Buffer (BNOV) | 0.0 | $119k | 3.9k | 30.92 | ||
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.0 | $115k | 3.9k | 29.65 | ||
| One Liberty Properties (OLP) | 0.0 | $115k | +50% | 5.1k | 22.27 | |
| Advanced Micro Devices (AMD) | 0.0 | $113k | -45% | 1.4k | 78.50 | |
| J P Morgan Exchange-traded F Betbuld Msci (BBRE) | 0.0 | $113k | NEW | 1.3k | 85.92 | |
| CVS Caremark Corporation (CVS) | 0.0 | $111k | -13% | 1.5k | 75.23 | |
| Ishares Tr Residential Mult (REZ) | 0.0 | $111k | NEW | 1.5k | 74.00 | |
| United Parcel Service CL B (UPS) | 0.0 | $110k | +27% | 646.00 | 170.04 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $108k | 1.1k | 96.54 | ||
| Honeywell International (HON) | 0.0 | $107k | 492.00 | 217.07 | ||
| Gilead Sciences (GILD) | 0.0 | $107k | 1.6k | 64.65 | ||
| Bristol Myers Squibb (BMY) | 0.0 | $106k | +8% | 1.7k | 63.14 | |
| Suburban Propane Partners L Unit Ltd Partn (SPH) | 0.0 | $105k | 7.1k | 14.82 | ||
| Costco Wholesale Corporation (COST) | 0.0 | $102k | +2% | 289.00 | 352.48 | |
| Dentsply Sirona (XRAY) | 0.0 | $101k | +100% | 1.6k | 63.81 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $101k | -5% | 533.00 | 188.99 | |
| NiSource (NI) | 0.0 | $96k | NEW | 4.0k | 24.11 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $95k | +5% | 1.8k | 54.12 | |
| MGM Resorts International. (MGM) | 0.0 | $94k | 2.5k | 37.99 | ||
| Wp Carey (WPC) | 0.0 | $94k | -21% | 1.3k | 70.73 | |
| Qualcomm (QCOM) | 0.0 | $91k | -6% | 689.00 | 132.51 | |
| Ford Motor Company (F) | 0.0 | $86k | -14% | 7.0k | 12.25 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $84k | 604.00 | 139.05 | ||
| Target Corporation (TGT) | 0.0 | $76k | +2% | 385.00 | 198.07 | |
| AFLAC Incorporated (AFL) | 0.0 | $76k | -15% | 1.5k | 51.18 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $75k | 210.00 | 356.33 | ||
| DNP Select Income Fund (DNP) | 0.0 | $75k | +36% | 7.6k | 9.88 | |
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $74k | +3% | 1.5k | 49.18 | |
| NVIDIA Corporation (NVDA) | 0.0 | $74k | -2% | 138.00 | 533.93 | |
| Tidal Etf Tr Sound Enhanced (SDEF) | 0.0 | $73k | NEW | 3.6k | 20.28 | |
| General Electric Company (GE) | 0.0 | $72k | +6% | 5.5k | 13.13 | |
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $70k | 114.00 | 617.02 | ||
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.0 | $70k | +5572% | 1.4k | 49.11 | |
| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.0 | $69k | 813.00 | 84.21 | ||
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $67k | -4% | 421.00 | 159.96 | |
| Consolidated Edison (ED) | 0.0 | $65k | -33% | 873.00 | 74.80 | |
| The Trade Desk Com Cl A (TTD) | 0.0 | $65k | 99.00 | 651.66 | ||
| 3M Company (MMM) | 0.0 | $64k | -15% | 332.00 | 192.45 | |
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $63k | -16% | 2.3k | 27.59 | |
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.0 | $63k | NEW | 4.2k | 15.14 | |
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.0 | $62k | 630.00 | 98.19 | ||
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $61k | +19% | 699.00 | 87.18 | |
| Ishares Tr Barclays 7 10 Yr (IEF) | 0.0 | $61k | 537.00 | 112.91 | ||
| Pimco Income Strategy Fund II (PFN) | 0.0 | $59k | +20% | 5.8k | 10.28 | |
| Colony Cr Real Estate Com Cl A | 0.0 | $59k | 6.9k | 8.52 | ||
| General Mills (GIS) | 0.0 | $58k | -14% | 945.00 | 61.32 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $58k | -53% | 427.00 | 135.47 | |
| Shopify Cl A (SHOP) | 0.0 | $58k | 52.00 | 1106.50 | ||
| Realty Income (O) | 0.0 | $57k | -32% | 890.00 | 63.51 | |
| Citigroup Com New (C) | 0.0 | $56k | +54% | 775.00 | 72.75 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $56k | +20% | 604.00 | 93.03 | |
| Franklin Templeton (FTF) | 0.0 | $56k | 6.1k | 9.19 | ||
| Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.0 | $56k | 1.6k | 34.05 | ||
| Eli Lilly & Co. (LLY) | 0.0 | $55k | 296.00 | 186.82 | ||
| Fidelity National Information Services (FIS) | 0.0 | $55k | 389.00 | 140.61 | ||
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $54k | -15% | 418.00 | 130.08 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $54k | +375% | 633.00 | 85.61 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $54k | 461.00 | 116.86 | ||
| Carrier Global Corporation (CARR) | 0.0 | $53k | +156% | 1.3k | 42.22 | |
| Unilever Spon Adr New (UL) | 0.0 | $52k | 935.00 | 55.83 | ||
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $51k | -7% | 1.9k | 26.54 | |
| Zimmer Holdings (ZBH) | 0.0 | $51k | 316.00 | 160.08 | ||
| Glaxosmithkline Sponsored Adr (GSK) | 0.0 | $50k | -51% | 1.4k | 35.69 | |
| Welltower Inc Com reit (WELL) | 0.0 | $48k | -4% | 675.00 | 71.63 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $48k | +3% | 643.00 | 74.49 | |
| Essential Utils (WTRG) | 0.0 | $47k | -11% | 1.1k | 44.74 | |
| Truist Financial Corp equities (TFC) | 0.0 | $47k | 804.00 | 58.32 | ||
| Becton, Dickinson and (BDX) | 0.0 | $47k | 192.00 | 243.15 | ||
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $46k | -49% | 223.00 | 206.65 | |
| Twilio Cl A (TWLO) | 0.0 | $46k | 134.00 | 340.76 | ||
| Medical Properties Trust (MPW) | 0.0 | $46k | 2.1k | 21.28 | ||
| Diageo Spon Adr New (DEO) | 0.0 | $46k | 277.00 | 164.21 | ||
| VirnetX Holding Corporation (VHC) | 0.0 | $45k | 8.1k | 5.57 | ||
| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $45k | 680.00 | 66.31 | ||
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $45k | +49% | 218.00 | 206.83 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $45k | NEW | 736.00 | 61.16 | |
| IDEXX Laboratories (IDXX) | 0.0 | $45k | 91.00 | 489.31 | ||
| Hancock John Pfd Income Sh Ben Int (HPI) | 0.0 | $44k | 2.2k | 20.67 | ||
| Oracle Corporation (ORCL) | 0.0 | $44k | +172% | 632.00 | 70.17 | |
| Medtronic SHS (MDT) | 0.0 | $44k | -22% | 368.00 | 118.13 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $44k | +21% | 1.2k | 35.37 | |
| Victory Portfolios Ii Vcshs Us 500 Enh (CFO) | 0.0 | $43k | +344% | 645.00 | 67.17 | |
| Quidel Corporation (QDEL) | 0.0 | $43k | 335.00 | 127.93 | ||
| Patterson Companies (PDCO) | 0.0 | $42k | 1.3k | 31.95 | ||
| Agree Realty Corporation (ADC) | 0.0 | $42k | -20% | 625.00 | 67.31 | |
| Piedmont Office Realty Tr In Com Cl A (PDM) | 0.0 | $42k | +26% | 2.4k | 17.37 | |
| MetLife (MET) | 0.0 | $42k | +2750% | 684.00 | 60.79 | |
| Ubiquiti (UI) | 0.0 | $42k | 139.00 | 298.30 | ||
| Ventas (VTR) | 0.0 | $41k | -76% | 774.00 | 53.35 | |
| BlackRock Global Opportunities Equity Tr (BOE) | 0.0 | $41k | 3.6k | 11.49 | ||
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $40k | +19% | 1.0k | 37.91 | |
| BlackRock (BLK) | 0.0 | $39k | +116% | 52.00 | 753.96 | |
| Illinois Tool Works (ITW) | 0.0 | $39k | +780% | 176.00 | 221.52 | |
| Vale S A Sponsored Ads (VALE) | 0.0 | $39k | 2.2k | 17.38 |
Past Filings by Sound Income Strategies
SEC 13F filings are viewable for Sound Income Strategies going back to 2017
- 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
- 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