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 451–500 of 2,516
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VST | VISTRA CORP COM | 1K | $100K–$500K | SH |
| IBB | ISHARES BIOTECHNOLOGY ETF | 1K | $100K–$500K | SH |
| NAD | NUVEEN QUALITY MUNCP INCOME FD COM | 14K | $100K–$500K | SH |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | 1K | $100K–$500K | SH |
| PPG | PPG INDS INC COM | 2K | $100K–$500K | SH |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 2K | $100K–$500K | SH |
| ROBT | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF | 3K | $100K–$500K | SH |
| PECO | PHILLIPS EDISON & CO INC COMMON STOCK | 5K | $100K–$500K | SH |
| ADBE | ADOBE INC COM | 578 | $100K–$500K | SH |
| MUB | ISHARES NATIONAL MUNI BOND ETF | 2K | $100K–$500K | SH |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 4K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO COM | 3K | $100K–$500K | SH |
| LEGR | FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF | 3K | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC COM | 877 | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP COM | 703 | $100K–$500K | SH |
| FSK | FS KKR CAP CORP COM | 11K | $100K–$500K | SH |
| FPEI | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | 8K | $100K–$500K | SH |
| ALAB | ASTERA LABS INC COM | 902 | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC COM | 1K | $100K–$500K | SH |
| FYX | FIRST TRUST SMALL CAP CORE ALPHADEX FUND | 1K | $100K–$500K | SH |
| RF | REGIONS FINANCIAL CORP NEW COM | 6K | $100K–$500K | SH |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | 2K | $100K–$500K | SH |
| KBWP | INVESCO KBW PROPERTY & CASUALTY INSURANCE ETF | 1K | $100K–$500K | SH |
| AHH | ARMADA HOFFLER PPTYS INC COM | 23K | $100K–$500K | SH |
| SNDK | SANDISK CORP COM | 384 | $100K–$500K | SH |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 1K | $100K–$500K | SH |
| FEX | FIRST TRUST LARGE CAP CORE ALPHADEX FUND | 1K | $100K–$500K | SH |
| MAR | MARRIOTT INTL INC NEW CL A | 484 | $100K–$500K | SH |
| JAAA | JANUS HENDERSON AAA CLO ETF | 3K | $100K–$500K | SH |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | 3K | $100K–$500K | SH |
| IYC | ISHARES U.S. CONSUMER DISCRETIONARY ETF | 1K | $100K–$500K | SH |
| PNC | PNC FINL SVCS GROUP INC COM | 686 | $100K–$500K | SH |
| CATY | CATHAY GEN BANCORP COM | 3K | $100K–$500K | SH |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | 530 | $100K–$500K | SH |
| GAIN | GLADSTONE INVT CORP COM | 11K | $100K–$500K | SH |
| AZN | ASTRAZENECA PLC SPONSORED ADR | 2K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL COM | 665 | $100K–$500K | SH |
| RCL | ROYAL CARIBBEAN GROUP COM | 530 | $100K–$500K | SH |
| TMUS | T-MOBILE US INC COM | 781 | $100K–$500K | SH |
| QCOM | QUALCOMM INC COM | 912 | $100K–$500K | SH |
| TLTI | NEOS ENHANCED INCOME 20 YEAR TREASURY BOND ETF | 3K | $100K–$500K | SH |
| SHEL | SHELL PLC SPON ADS | 2K | $100K–$500K | SH |
| UNP | UNION PAC CORP COM | 625 | $100K–$500K | SH |
| GLAD | GLADSTONE CAP CORP COM NEW | 7K | $100K–$500K | SH |
| KKR | KKR & CO INC COM | 1K | $100K–$500K | SH |
| J | JACOBS SOLUTIONS INC COM | 1K | $100K–$500K | SH |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | 2K | $100K–$500K | SH |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETF | 2K | $100K–$500K | SH |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 3K | $100K–$500K | SH |
| MCO | MOODYS CORP COM | 256 | $100K–$500K | SH |