Sound Income Strategies, LLC Q2 2025 Filing

Filed July 17, 2025

Portfolio Value

$1.7B

Holdings

1,609

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (1,609 positions)

StockValue
TSLXSIXTH STREET SPECIALTY LENDN
$57.3M
ARCCARES CAPITAL CORP
$53.9M
HTGCHERCULES CAPITAL INC
$53.6M
GBDCGOLUB CAP BDC INC
$48.5M
OBDCOWL ROCK CAPITAL CORPORATION
$47.2M
SHYGISHARES TR
$44.0M
HYEMVANECK VECTORS ETF TR
$41.1M
PFLTPENNANTPARK FLOATING RATE CA
$40.3M
EMHYISHARES INC
$39.7M
BXSLCOMMON STOCKBLACKSTONE SECD LENDING FD
$39.4M
FXEDTIDAL ETF TR
$33.5M
TRVCCITIGROUP INC
$32.9M
ENBENBRIDGE INC
$31.4M
CSCOCISCO SYS INC
$27.4M
TAT&T INC
$25.8M
GEF/BGREIF INC
$25.1M
DIVYTIDAL ETF TR
$24.8M
IBMINTERNATIONAL BUSINESS MACHS
$20.6M
MTBM & T BK CORP
$20.5M
MAINMAIN STR CAP CORP
$20.4M
PFEPFIZER INC
$20.3M
PG4PRINCIPAL FINANCIAL GROUP IN
$19.8M
ABBVABBVIE INC
$19.7M
QYLDGLOBAL X FDS
$19.7M
SPGSIMON PPTY GROUP INC NEW
$19.1M
AAPLAPPLE INC
$18.8M
VICIVICI PPTYS INC
$18.6M
OREALTY INCOME CORP
$18.1M
ESEVERSOURCE ENERGY
$18.0M
NNNNATIONAL RETAIL PROPERTIES I
$18.0M
OMCOMNICOM GROUP INC
$17.7M
CTRECARETRUST REIT INC
$17.5M
LYBLYONDELLBASELL INDUSTRIES N
$17.2M
GSKSPONSORED ADRGSK PLC
$16.6M
GLPIGAMING & LEISURE PPTYS INC
$16.5M
NHINATIONAL HEALTH INVS INC
$16.2M
EVRGEVERGY INC
$15.7M
UPSUNITED PARCEL SERVICE INC
$15.6M
CSWCCAPITAL SOUTHWEST CORP
$15.5M
SONSONOCO PRODS CO
$15.5M
PINEALPINE INCOME PPTY TR INC
$15.4M
CFGCITIZENS FINANCIAL GROUP INC
$15.0M
PRGOPERRIGO CO PLC
$14.1M
APLEAPPLE HOSPITALITY REIT INC
$13.9M
BENFRANKLIN RESOURCES INC
$13.9M
OKEONEOK INC NEW
$13.8M
HASHASBRO INC
$13.2M
CRBGCOMCOREBRIDGE FINL INC
$12.6M
AMZNAMAZON COM INC
$12.1M
VLOVALERO ENERGY CORP
$11.7M
PEPPEPSICO INC
$11.5M
IPGINTERPUBLIC GROUP COS INC
$11.2M
XEMDJP MORGAN USD EMBONDBLOXX ETF TRUST
$11.1M
PGHYINVESCO EXCH TRADED FD TR II
$11.0M
MSFTMICROSOFT CORP
$10.9M
SMGSCOTTS MIRACLE-GRO CO
$10.7M
DOWDOW INC
$10.3M
PQ3PROVIDENT FINL SVCS INC
$9.5M
NVDANVIDIA CORPORATION
$9.4M
WENWENDYS CO
$9.3M
KHCKRAFT HEINZ CO
$8.7M
WHFWHITEHORSE FIN INC
$8.2M
AHHARMADA HOFFLER PPTYS INC
$8.1M
NFLXNETFLIX INC
$8.1M
GOOGLALPHABET INC
$8.1M
ADTADT INC DEL
$7.9M
NSANATIONAL STORAGE AFFILIATES
$7.4M
BCOBRINKS CO
$7.0M
BKBANK NEW YORK MELLON CORP
$6.9M
TSLATESLA INC
$6.2M
XRXXEROX HOLDINGS CORP
$6.2M
SJNKSPDR SER TR
$5.9M
JNKSPDR SER TR
$5.9M
HYGHISHARES U S ETF TR
$5.8M
IGBHISHARES U S ETF TR
$5.8M
HYHGPROSHARES TR
$5.8M
XRAYDENTSPLY SIRONA INC
$5.8M
IVVISHARES TR
$5.6M
AMCRAMCOR PLC
$5.6M
WDCWESTERN DIGITAL CORP.
$5.5M
VOOVANGUARD INDEX FDS
$5.5M
SPFFGLOBAL X FDS
$5.4M
TAPMOLSON COORS BEVERAGE CO
$5.2M
XFEBFIRST TR EXCH TRADED FD III
$5.2M
NDQINVESCO QQQ TR
$5.2M
PFXFVANECK VECTORS ETF TR
$5.2M
PFFDGLOBAL X FDS
$5.2M
PGXINVESCO EXCH TRADED FD TR II
$5.1M
LVLNSPDR SER TR
$5.1M
PFFAETFIS SER TR I
$5.1M
PFLDETF SER SOLUTIONS
$5.1M
GPNGLOBAL PMTS INC
$4.9M
LKQ1LKQ CORP
$4.7M
CGCARLYLE GROUP INC
$4.6M
BRK/BBERKSHIRE HATHAWAY INC DEL
$4.2M
LLYLILLY ELI & CO
$4.1M
PRUPRUDENTIAL FINL INC
$4.1M
SNYSANOFI
$3.8M
VTRSVIATRIS INC
$3.7M
STLASTELLANTIS N.V
$3.7M
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