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 651–700 of 2,516
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FAD | FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND | 460 | $50K–$100K | SH |
| FAST | FASTENAL CO COM | 2K | $50K–$100K | SH |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | 1K | $50K–$100K | SH |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | 2K | $50K–$100K | SH |
| DJT | TRUMP MEDIA & TECHNOLOGY GROUP COM | 6K | $50K–$100K | SH |
| PFD | FLAHERTY & CRUMRINE PFD INCOME COM | 7K | $50K–$100K | SH |
| CPSU | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF JUNE | 3K | $50K–$100K | SH |
| ISRG | INTUITIVE SURGICAL INC COM NEW | 145 | $50K–$100K | SH |
| PLD | PROLOGIS INC. COM | 582 | $50K–$100K | SH |
| AHR | AMERICAN HEALTHCARE REIT INC COM SHS | 2K | $50K–$100K | SH |
| KEY | KEYCORP COM | 4K | $50K–$100K | SH |
| GORO | GOLD RESOURCE CORP COM | 64K | $50K–$100K | SH |
| UUUU | ENERGY FUELS INC COM NEW | 4K | $50K–$100K | SH |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | 946 | $50K–$100K | SH |
| UI | UBIQUITI INC COM | 139 | $50K–$100K | SH |
| NVS | NOVARTIS AG SPONSORED ADR | 529 | $50K–$100K | SH |
| CCL | CARNIVAL CORP PAIRED CTF | 3K | $50K–$100K | SH |
| GOOX | T-REX 2X LONG ALPHABET DAILY TARGET ETF | 988 | $50K–$100K | SH |
| RBLX | ROBLOX CORP CL A | 871 | $50K–$100K | SH |
| GNL | GLOBAL NET LEASE INC COM NEW | 8K | $50K–$100K | SH |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 930 | $50K–$100K | SH |
| ADI | ANALOG DEVICES INC COM | 251 | $50K–$100K | SH |
| EOG | EOG RES INC COM | 711 | $50K–$100K | SH |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | 505 | $50K–$100K | SH |
| SLYV | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | 764 | $50K–$100K | SH |
| WY | WEYERHAEUSER CO MTN BE COM NEW | 3K | $50K–$100K | SH |
| FDX | FEDEX CORP COM | 240 | $50K–$100K | SH |
| FCX | FREEPORT-MCMORAN INC CL B | 1K | $50K–$100K | SH |
| PNNT | PENNANTPARK INVT CORP COM | 12K | $50K–$100K | SH |
| NCLH | NORWEGIAN CRUISE LINE HLDG LTD SHS | 3K | $50K–$100K | SH |
| VOOG | VANGUARD S&P 500 GROWTH ETF | 160 | $50K–$100K | SH |
| CHD | CHURCH & DWIGHT CO INC COM | 789 | $50K–$100K | SH |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 3K | $50K–$100K | SH |
| FTXN | FIRST TRUST NASDAQ OIL & GAS ETF | 2K | $50K–$100K | SH |
| URA | GLOBAL X URANIUM ETF | 1K | $50K–$100K | SH |
| RSPD | INVESCO S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETF | 1K | $50K–$100K | SH |
| ETR | ENTERGY CORP NEW COM | 730 | $50K–$100K | SH |
| IFRA | ISHARES U.S. INFRASTRUCTURE ETF | 1K | $50K–$100K | SH |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | 486 | $50K–$100K | SH |
| NMFC | NEW MTN FIN CORP COM | 8K | $50K–$100K | SH |
| SLI | STANDARD LITHIUM LTD COM | 14K | $50K–$100K | SH |
| FPFD | FIDELITY PREFERRED SECURITIES & INCOME ETF | 3K | $50K–$100K | SH |
| CMCSA | COMCAST CORP NEW CL A | 2K | $50K–$100K | SH |
| WSBC | WESBANCO INC COM | 2K | $50K–$100K | SH |
| EVV | EATON VANCE LIMITED DURATION I COM | 7K | $50K–$100K | SH |
| PYPL | PAYPAL HLDGS INC COM | 1K | $50K–$100K | SH |
| CPSA | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF AUGUST | 3K | $50K–$100K | SH |
| NET | CLOUDFLARE INC CL A COM | 362 | $50K–$100K | SH |
| MSDL | MORGAN STANLEY DIRECT LENDING COM SHS | 4K | $50K–$100K | SH |
| BOE | BLACKROCK ENHANCED GLOBAL COM | 6K | $50K–$100K | SH |