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 551–600 of 2,516
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CTAS | CINTAS CORP COM | 584 | $100K–$500K | SH |
| BE | BLOOM ENERGY CORP COM CL A | 756 | $100K–$500K | SH |
| ILF | ISHARES LATIN AMERICA 40 ETF | 3K | $100K–$500K | SH |
| NVO | NOVO-NORDISK A S ADR | 2K | $100K–$500K | SH |
| PKW | INVESCO BUYBACK ACHIEVERS ETF | 813 | $100K–$500K | SH |
| CATH | GLOBAL X S&P 500 CATHOLIC VALUES CUSTOM ETF | 1K | $100K–$500K | SH |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 2K | $100K–$500K | SH |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | 1K | $100K–$500K | SH |
| OC | OWENS CORNING NEW COM | 865 | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC CL A | 2K | $100K–$500K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP INC COM | 1K | $100K–$500K | SH |
| UGI | UGI CORP NEW COM | 3K | $100K–$500K | SH |
| COHR | COHERENT CORP COM | 557 | $100K–$500K | SH |
| EXC | EXELON CORP COM | 2K | $100K–$500K | SH |
| MAGS | ROUNDHILL MAGNIFICENT SEVEN ETF | 2K | $100K–$500K | SH |
| BWXT | BWX TECHNOLOGIES INC COM | 486 | $100K–$500K | SH |
| ARKK | ARK INNOVATION ETF | 1K | $100K–$500K | SH |
| DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 3K | $100K–$500K | SH |
| USB | US BANCORP DEL COM NEW | 2K | $100K–$500K | SH |
| BBDC | BARINGS BDC INC COM | 11K | $100K–$500K | SH |
| MDT | MEDTRONIC PLC SHS | 1K | $100K–$500K | SH |
| IYK | ISHARES U.S. CONSUMER STAPLES ETF | 1K | $100K–$500K | SH |
| FTNT | FORTINET INC COM | 1K | $100K–$500K | SH |
| HYLB | XTRACKERS USD HIGH YIELD CORPORATE BOND ETF | 3K | $100K–$500K | SH |
| BLK | BLACKROCK INC COM | 88 | $100K–$500K | SH |
| RSPN | INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF | 2K | $100K–$500K | SH |
| RC | READY CAPITAL CORP COM | 44K | $100K–$500K | SH |
| NXTG | FIRST TRUST INDXX NEXTG ETF | 916 | $100K–$500K | SH |
| MCK | MCKESSON CORP COM | 121 | $100K–$500K | SH |
| SPYH | NEOS S&P 500 HEDGED EQUITY INCOME ETF | 2K | $100K–$500K | SH |
| DXCM | DEXCOM INC COM | 1K | $100K–$500K | SH |
| PSL | INVESCO DORSEY WRIGHT CONSUMER STAPLES MOMENTUM ETF | 934 | $100K–$500K | SH |
| LUMN | LUMEN TECHNOLOGIES INC COM | 12K | $100K–$500K | SH |
| OUNZ | VANECK MERK GOLD ETF | 2K | $100K–$500K | SH |
| CLOI | VANECK CLO ETF | 2K | $100K–$500K | SH |
| GENI | GENIUS SPORTS LIMITED SHARES CL A | 10K | $50K–$100K | SH |
| ULTA | ULTA BEAUTY INC COM | 147 | $50K–$100K | SH |
| VV | VANGUARD LARGE-CAP ETF | 306 | $50K–$100K | SH |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | 936 | $50K–$100K | SH |
| GSG | ISHARES S&P GSCI COMMODITY INDEXED TRUST | 4K | $50K–$100K | SH |
| IWX | ISHARES RUSSELL TOP 200 VALUE ETF | 1K | $50K–$100K | SH |
| ARMK | ARAMARK COM | 2K | $50K–$100K | SH |
| CI | THE CIGNA GROUP COM | 351 | $50K–$100K | SH |
| GSBD | GOLDMAN SACHS BDC INC SHS | 10K | $50K–$100K | SH |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | 2K | $50K–$100K | SH |
| AIRR | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | 837 | $50K–$100K | SH |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | 574 | $50K–$100K | SH |
| APH | AMPHENOL CORP NEW CL A | 614 | $50K–$100K | SH |
| SEE | SEALED AIR CORP NEW COM | 2K | $50K–$100K | SH |
| QCJL | FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JULY | 4K | $50K–$100K | SH |