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 501–550 of 2,516
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EEM | ISHARES MSCI EMERGING MARKETS ETF | 2K | $100K–$500K | SH |
| FTA | FIRST TRUST LARGE CAP VALUE ALPHADEX FUND | 2K | $100K–$500K | SH |
| ESGV | VANGUARD ESG U.S. STOCK ETF | 1K | $100K–$500K | SH |
| CPRJ | CALAMOS RUSSELL 2000 STRUCTURED ALT PROTECTION ETF JULY | 5K | $100K–$500K | SH |
| PSA | PUBLIC STORAGE OPER CO COM | 465 | $100K–$500K | SH |
| FXH | FIRST TRUST HEALTH CARE ALPHADEX FUND | 1K | $100K–$500K | SH |
| VFH | VANGUARD FINANCIALS ETF | 1K | $100K–$500K | SH |
| SPH | SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN | 7K | $100K–$500K | SH |
| LGOV | FIRST TRUST LONG DURATION OPPORTUNITIES ETF | 6K | $100K–$500K | SH |
| AMLP | ALERIAN MLP ETF | 3K | $100K–$500K | SH |
| PDI | PIMCO DYNAMIC INCOME FD SHS | 7K | $100K–$500K | SH |
| BJ | BJS WHSL CLUB HLDGS INC COM | 1K | $100K–$500K | SH |
| BSX | BOSTON SCIENTIFIC CORP COM | 2K | $100K–$500K | SH |
| UNG | UNITED STATES NATURAL GAS FUND LP | 13K | $100K–$500K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC COM | 413 | $100K–$500K | SH |
| GGME | INVESCO NEXT GEN MEDIA AND GAMING ETF | 2K | $100K–$500K | SH |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 3K | $100K–$500K | SH |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | 1K | $100K–$500K | SH |
| ARTY | ISHARES FUTURE AI & TECH ETF | 3K | $100K–$500K | SH |
| IR | INGERSOLL RAND INC COM | 1K | $100K–$500K | SH |
| DBC | INVESCO DB COMMODITY INDEX TRACKING FUND | 6K | $100K–$500K | SH |
| CMI | CUMMINS INC COM | 221 | $100K–$500K | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 567 | $100K–$500K | SH |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 5K | $100K–$500K | SH |
| PXI | INVESCO DORSEY WRIGHT ENERGY MOMENTUM ETF | 3K | $100K–$500K | SH |
| FSMD | FIDELITY SMALL-MID MULTIFACTOR ETF | 3K | $100K–$500K | SH |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | 1K | $100K–$500K | SH |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | 735 | $100K–$500K | SH |
| IYH | ISHARES U.S. HEALTHCARE ETF | 2K | $100K–$500K | SH |
| DASH | DOORDASH INC CL A | 600 | $100K–$500K | SH |
| SOXX | ISHARES SEMICONDUCTOR ETF | 359 | $100K–$500K | SH |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | 823 | $100K–$500K | SH |
| TT | TRANE TECHNOLOGIES PLC SHS | 313 | $100K–$500K | SH |
| FXD | FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND | 2K | $100K–$500K | SH |
| BXMT | BLACKSTONE MTG TR INC COM CL A | 6K | $100K–$500K | SH |
| CGBD | CARLYLE SECURED LENDING INC COM | 9K | $100K–$500K | SH |
| NUKZ | RANGE NUCLEAR RENAISSANCE INDEX ETF | 2K | $100K–$500K | SH |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 4K | $100K–$500K | SH |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | 2K | $100K–$500K | SH |
| RPV | INVESCO S&P 500 PURE VALUE ETF | 1K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS COM | 1K | $100K–$500K | SH |
| IBDY | ISHARES IBONDS DEC 2033 TERM CORPORATE ETF | 5K | $100K–$500K | SH |
| RPG | INVESCO S&P 500 PURE GROWTH ETF | 2K | $100K–$500K | SH |
| GM | GENERAL MTRS CO COM | 1K | $100K–$500K | SH |
| CALF | PACER US SMALL CAP CASH COWS ETF | 3K | $100K–$500K | SH |
| COPY | TWEEDY BROWNE INSIDER VALUE ETF TRUST UNITS | 9K | $100K–$500K | SH |
| PEJ | INVESCO LEISURE AND ENTERTAINMENT ETF | 2K | $100K–$500K | SH |
| MGC | VANGUARD MEGA CAP ETF | 458 | $100K–$500K | SH |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 2K | $100K–$500K | SH |
| SCHW | SCHWAB CHARLES CORP COM | 1K | $100K–$500K | SH |