CIK 1730960
Sound Income Strategies, LLC
Institutional 13F holdings & portfolio
Holdings
2,516
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 2,516
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TSLX | SIXTH STREET SPECIALTY LENDING COM | 2.5M | $1M+ | SH |
| ARCC | ARES CAPITAL CORP COM | 2.6M | $1M+ | SH |
| HTGC | HERCULES CAPITAL INC COM | 2.7M | $1M+ | SH |
| GBDC | GOLUB CAP BDC INC COM | 3.6M | $1M+ | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | 3.8M | $1M+ | SH |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | 1.0M | $1M+ | SH |
| PFLT | PENNANTPARK FLOATING RATE CAP COM | 4.6M | $1M+ | SH |
| HYEM | VANECK EMERGING MARKETS HIGH YIELD BOND ETF | 2.1M | $1M+ | SH |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | 1.6M | $1M+ | SH |
| EMHY | ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF | 1.0M | $1M+ | SH |
| FXED | SOUND ENHANCED FIXED INCOME ETF | 1.8M | $1M+ | SH |
| C | CITIGROUP INC COM NEW | 269K | $1M+ | SH |
| OMC | OMNICOM GROUP INC COM | 385K | $1M+ | SH |
| ENB | ENBRIDGE INC COM | 610K | $1M+ | SH |
| GEF.B | GREIF INC CL B | 298K | $1M+ | SH |
| SPG | SIMON PPTY GROUP INC NEW COM | 128K | $1M+ | SH |
| CTRE | CARETRUST REIT INC COM | 622K | $1M+ | SH |
| AAPL | APPLE INC COM | 91K | $1M+ | SH |
| CSCO | CISCO SYS INC COM | 305K | $1M+ | SH |
| DIVY | SOUND EQUITY DIVIDEND INCOME ETF | 846K | $1M+ | SH |
| O | REALTY INCOME CORP COM | 353K | $1M+ | SH |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | 244K | $1M+ | SH |
| MAIN | MAIN STR CAP CORP COM | 336K | $1M+ | SH |
| PINE | ALPINE INCOME PPTY TR INC COM | 1.2M | $1M+ | SH |
| MTB | M & T BK CORP COM | 100K | $1M+ | SH |
| CSWC | CAPITAL SOUTHWEST CORP COM | 886K | $1M+ | SH |
| PFE | PFIZER INC COM | 810K | $1M+ | SH |
| QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETF | 1.2M | $1M+ | SH |
| NHI | NATIONAL HEALTH INVS INC COM | 257K | $1M+ | SH |
| ABBV | ABBVIE INC COM | 96K | $1M+ | SH |
| NNN | NNN REIT INC COM | 469K | $1M+ | SH |
| TTE | TOTALENERGIES SE ACT | 299K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 64K | $1M+ | SH |
| GLPI | GAMING & LEISURE PPTYS INC COM | 415K | $1M+ | SH |
| GSK | GSK PLC SPONSORED ADR | 396K | $1M+ | SH |
| VICI | VICI PPTYS INC COM | 655K | $1M+ | SH |
| CFG | CITIZENS FINL GROUP INC COM | 305K | $1M+ | SH |
| ES | EVERSOURCE ENERGY COM | 261K | $1M+ | SH |
| PRGO | PERRIGO CO PLC SHS | 1.1M | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC CL B | 159K | $1M+ | SH |
| DLR | DIGITAL RLTY TR INC COM | 103K | $1M+ | SH |
| SBRA | SABRA HEALTH CARE REIT INC COM | 869K | $1M+ | SH |
| SON | SONOCO PRODS CO COM | 330K | $1M+ | SH |
| RWAY | RUNWAY GROWTH FINANCE CORP COM | 1.7M | $1M+ | SH |
| T | AT&T INC COM | 663K | $1M+ | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 47K | $1M+ | SH |
| TRIN | TRINITY CAP INC COM | 945K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION COM | 80K | $1M+ | SH |
| SMG | SCOTTS MIRACLE-GRO CO CL A | 231K | $1M+ | SH |
| MSFT | MICROSOFT CORP COM | 32K | $1M+ | SH |