Sound Income Strategies, LLC Q4 2025 Filing

Filed January 21, 2026

Portfolio Value

$2.1B

Holdings

2,516

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (2,516 positions)

StockValue
ICLNISHARES GLOBAL CLEAN ENERGY ETF
$4K
RQICOHEN & STEERS QUALITY INCOME COM
$4K
SSTKSHUTTERSTOCK INC COM
$4K
SPTMSTATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
$4K
HAYWHAYWARD HLDGS INC COM
$4K
HLIHOULIHAN LOKEY INC CL A
$4K
SCECSTERLING CAPITAL ENHANCED CORE BOND ETF
$4K
SGOVISHARES 0-3 MONTH TREASURY BOND ETF
$3K
GGNGAMCO GLOBAL GOLD NAT RES & COM SH BEN INT
$3K
IEDIISHARES U.S. CONSUMER FOCUSED ETF
$3K
SAFTSAFETY INS GROUP INC COM
$3K
SONOSONOS INC COM
$3K
EVREVERCORE INC CLASS A
$3K
WSFSWSFS FINL CORP COM
$3K
IVRINVESCO MORTGAGE CAPITAL INC COM
$3K
CCAPCRESCENT CAP BDC INC COM
$3K
FICOFAIR ISAAC CORP COM
$3K
S7VSALLY BEAUTY HLDGS INC COM
$3K
JHPIJOHN HANCOCK PREFERRED INCOME ETF
$3K
BKHBLACK HILLS CORP COM
$3K
LOGILOGITECH INTL S A SHS
$3K
RMERESMED INC COM
$3K
UFCSUNITED FIRE GROUP INC COM
$3K
PSTLPOSTAL REALTY TRUST INC CL A
$3K
HNIHNI CORP COM
$3K
FRMEFIRST MERCHANTS CORP COM
$3K
CWANCLEARWATER ANALYTICS HLDGS INC CL A
$3K
NRDSNERDWALLET INC COM CL A
$3K
NABLN-ABLE INC COMMON STOCK
$3K
SBRSABINE RTY TR UNIT BEN INT
$3K
GSLCTR ACTIVEBETA US LARGE CAP EQUITY ETF
$3K
RAMPLIVERAMP HLDGS INC COM
$3K
HUBSHUBSPOT INC COM
$3K
NTRNUTRIEN LTD COM
$3K
OWLBLUE OWL CAPITAL INC COM CL A
$3K
FTREFORTREA HLDGS INC COMMON STOCK
$3K
EVGOEVGO INC CL A COM
$3K
HRHEALTHCARE RLTY TR CL A COM
$3K
CTVHELIX ENERGY SOLUTIONS GRP INC COM
$3K
MLABMESA LABS INC COM
$3K
VSNTVERSANT MEDIA GROUP INC COM CL A
$3K
HEALGLOBAL X HEALTHTECH ETF
$3K
PHGKONINKLIJKE PHILIPS N V NY REGIS SHS NEW
$3K
OIIOCEANEERING INTL INC COM
$3K
FSTAFIDELITY MSCI CONSUMER STAPLES INDEX ETF
$3K
AAMIACADIAN ASSET MANAGEMENT INC COM
$3K
LPLALPL FINL HLDGS INC COM
$3K
BITOPROSHARES BITCOIN ETF
$3K
LMATLEMAITRE VASCULAR INC COM
$3K
SUISUN CMNTYS INC COM
$3K
VNOVORNADO RLTY TR SH BEN INT
$3K
CALYCALLAWAY GOLF CO COM
$3K
TRNTRINITY INDS INC COM
$3K
GUTSFRACTYL HEALTH INC COM
$3K
PFXPHENIXFIN CORP COM
$3K
JGLOJPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF
$3K
HPFHANCOCK JOHN PFD INCOME FD II COM
$3K
GMEDGLOBUS MED INC CL A
$3K
CSLCARLISLE COS INC COM
$3K
CINFCINCINNATI FINL CORP COM
$3K
HPOSERVICE PPTYS TR COM SH BEN INT
$3K
DRHDIAMONDROCK HOSPITALITY CO COM
$3K
PNRPENTAIR PLC SHS
$3K
WERNWERNER ENTERPRISES INC COM
$3K
MBCMASTERBRAND INC COMMON STOCK
$3K
CWEN/ACLEARWAY ENERGY INC CL A
$3K
PHBINVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETF
$3K
DNOWDNOW INC COM
$3K
DLXDELUXE CORP COM
$3K
ASMAVINO SILVER & GOLD MINES LTD COM
$3K
HOPEHOPE BANCORP INC COM
$3K
CXMSPRINKLR INC CL A
$3K
RCELAVITA MEDICAL INC COM
$3K
GDENGOLDEN ENTMT INC COM
$3K
CVBFCVB FINL CORP COM
$3K
CIFRCIPHER MINING INC COM
$3K
SFNCSIMMONS 1ST NATL CORP CL A $1 PAR
$3K
TWITITAN INTL INC ILL COM
$3K
AVUVAVANTIS U.S. SMALL CAP VALUE ETF
$3K
TPGTPG INC COM CL A
$3K
0HQKCBL & ASSOC PPTYS INC COMMON STOCK
$3K
AQWAGLOBAL X CLEAN WATER ETF
$3K
NINISOURCE INC COM
$3K
UALUNITED AIRLS HLDGS INC COM
$3K
CBUCOMMUNITY FINANCIAL SYSTEM INC COM
$3K
CROXCROCS INC COM
$3K
RHCRH PLC ORD
$3K
ILMNILLUMINA INC COM
$3K
HCIHCI GROUP INC COM
$3K
NEOGNEOGEN CORP COM
$3K
VALEVALE S A SPONSORED ADS
$3K
UNFIUNITED NAT FOODS INC COM
$3K
OXY/WSOCCIDENTAL PETE CORP WT EXP 080327
$3K
WGOWINNEBAGO INDS INC COM
$3K
WSOWATSCO INC COM
$3K
CRDOCREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES
$3K
LWLAMB WESTON HLDGS INC COM
$3K
INDBINDEPENDENT BK CORP MASS COM
$3K
CIONCION INVT CORP COM
$3K
WTHWORTHINGTON ENTERPRISES INC COM
$3K
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