Sound Income Strategies, LLC Q4 2024 Filing

Filed January 21, 2025

Portfolio Value

$1.6B

Holdings

1,478

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (1,478 positions)

StockValue
GQ9SPDR GOLD TR
$3.4M
SNYSANOFI
$3.2M
TSNTYSON FOODS INC
$3.2M
IVWISHARES TR
$3.1M
CIM COML TR CORP
$3.1M
IVEISHARES TR
$3.0M
NOMDNOMAD FOODS LTD
$2.8M
SEESEALED AIR CORP NEW
$2.7M
VTRSVIATRIS INC
$2.7M
BRK/BBERKSHIRE HATHAWAY INC DEL
$2.6M
BILSPDR SER TR
$2.6M
IBNDSPDR SER TR
$2.6M
IJSISHARES TR
$2.5M
XLRESELECT SECTOR SPDR TR
$2.4M
VNQVANGUARD INDEX FDS
$2.4M
STSENSATA TECHNOLOGIES HLDG PL
$2.3M
SGOVISHARES TR
$2.2M
WMTWALMART INC
$2.1M
JPMJPMORGAN CHASE & CO
$2.0M
XOMEXXON MOBIL CORP
$2.0M
NEENEXTERA ENERGY INC
$1.7M
HDHOME DEPOT INC
$1.6M
MCDMCDONALDS CORP
$1.6M
MTUMISHARES TR
$1.6M
AGGISHARES TR
$1.5M
MGKVANGUARD WORLD FD
$1.4M
PGPROCTER AND GAMBLE CO
$1.4M
IUSBISHARES TR
$1.3M
PHPARKER-HANNIFIN CORP
$1.3M
FEPIETF OPPORTUNITIES TRUST
$1.2M
SPYSPDR S&P 500 ETF TR
$1.2M
JEPIJ P MORGAN EXCHANGE-TRADED F
$1.2M
SRESEMPRA ENERGY
$1.2M
VVISA INC
$1.2M
GOOGALPHABET INC
$1.2M
UNHUNITEDHEALTH GROUP INC
$1.0M
QUALISHARES TR
$1.0M
BACBK OF AMERICA CORP
$1.0M
EFVISHARES TR
$1.0M
CVXCHEVRON CORP NEW
$986K
VOVANGUARD INDEX FDS
$978K
DYNFBLACKROCK ETF TRUST
$974K
SPSMSPDR SER TR
$942K
IWCISHARES TR
$940K
JNJJOHNSON & JOHNSON
$934K
TAXXIR M TAXAWAREBONDBLOXX ETF TRUST
$927K
SBUXSTARBUCKS CORP
$906K
EFGISHARES TR
$873K
COSTCOSTCO WHSL CORP NEW
$831K
PEPPEPSICO INC
$815K
LMTLOCKHEED MARTIN CORP
$814K
XLYSELECT SECTOR SPDR TR
$800K
VUGVANGUARD INDEX FDS
$780K
VOOGVANGUARD ADMIRAL FDS INC
$776K
XLFSELECT SECTOR SPDR TR
$762K
PDCOEURPATTERSON COS INC
$688K
CATCATERPILLAR INC
$676K
IYRISHARES TR
$636K
XLBSELECT SECTOR SPDR TR
$627K
KOCOCA COLA CO
$622K
MRKMERCK & CO. INC
$616K
SOSOUTHERN CO
$615K
XAWFXALLIANCEBERNSTEIN GLOBAL HIG
$553K
BACVERIZON COMMUNICATIONS INC
$548K
WFCWELLS FARGO CO NEW
$527K
VTIVANGUARD INDEX FDS
$525K
BABOEING CO
$514K
ORCLORACLE CORP
$503K
LINSHSLINDE PLC
$489K
IYWISHARES TR
$484K
ESEVERSOURCE ENERGY
$484K
DISDISNEY WALT CO
$453K
RTXRAYTHEON TECHNOLOGIES CORP
$453K
AEEAMEREN CORP
$439K
PECOCOMMON STOCKPHILLIPS EDISON & CO INC
$436K
MMM3M CO
$427K
ULUNILEVER PLC
$422K
AQLTISHARES TR
$411K
LDOSLEIDOS HOLDINGS INC
$405K
CLCOLGATE PALMOLIVE CO
$403K
DONSPDR DOW JONES INDL AVERAGE
$397K
EMXCISHARES INC
$390K
LOWLOWES COS INC
$388K
IWFISHARES TR
$385K
VTVVANGUARD INDEX FDS
$382K
VYMVANGUARD WHITEHALL FDS
$379K
VEAVANGUARD TAX-MANAGED INTL FD
$346K
GDGENERAL DYNAMICS CORP
$345K
CSXCSX CORP
$344K
AVGOBROADCOM INC
$342K
TXNTEXAS INSTRS INC
$342K
BMYBRISTOL-MYERS SQUIBB CO
$340K
AFLAFLAC INC
$337K
MAMASTERCARD INCORPORATED
$334K
GBTCSHS REP COM UTGRAYSCALE BITCOIN TR BTC
$330K
ETENERGY TRANSFER LP
$328K
CWTCALIFORNIA WTR SVC GROUP
$327K
GDXVANECK VECTORS ETF TR
$322K
BABAALIBABA GROUP HLDG LTD
$316K
EPDENTERPRISE PRODS PARTNERS L
$309K
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