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 701–750 of 2,516
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PLTM | GRANITESHARES PLATINUM TRUST | 3K | $50K–$100K | SH |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | 811 | $50K–$100K | SH |
| UBS | UBS GROUP AG SHS | 1K | $50K–$100K | SH |
| SONY | SONY GROUP CORP SPONSORED ADR | 3K | $50K–$100K | SH |
| ZS | ZSCALER INC COM | 301 | $50K–$100K | SH |
| VOD | VODAFONE GROUP PLC SPONSORED ADR | 5K | $50K–$100K | SH |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | 952 | $50K–$100K | SH |
| GH | GUARDANT HEALTH INC COM | 572 | $50K–$100K | SH |
| SOUN | SOUNDHOUND AI INC CLASS A COM | 6K | $50K–$100K | SH |
| EQT | EQT CORP COM | 1K | $50K–$100K | SH |
| FIX | COMFORT SYS USA INC COM | 57 | $50K–$100K | SH |
| AFRM | AFFIRM HLDGS INC COM CL A | 853 | $50K–$100K | SH |
| AEP | AMERICAN ELEC PWR CO INC COM | 531 | $50K–$100K | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | 1K | $50K–$100K | SH |
| FRO | FRONTLINE PLC COM | 2K | $50K–$100K | SH |
| HOLX | HOLOGIC INC COM | 846 | $50K–$100K | SH |
| SOR | SOURCE CAPITAL COM SHS OF BEN I | 1K | $50K–$100K | SH |
| NTRA | NATERA INC COM | 270 | $50K–$100K | SH |
| TDV | PROSHARES S&P TECHNOLOGY DIVIDEND ARISTOCRATS ETF | 686 | $50K–$100K | SH |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | 579 | $50K–$100K | SH |
| DDOG | DATADOG INC CL A COM | 518 | $50K–$100K | SH |
| NEAR | ISHARES SHORT DURATION BOND ACTIVE ETF | 1K | $50K–$100K | SH |
| MRSH | MARSH COM | 333 | $50K–$100K | SH |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | 777 | $50K–$100K | SH |
| STZ | CONSTELLATION BRANDS INC CL A | 385 | $50K–$100K | SH |
| SMTC | SEMTECH CORP COM | 776 | $50K–$100K | SH |
| GDX | VANECK GOLD MINERS ETF | 618 | $50K–$100K | SH |
| VHT | VANGUARD HEALTH CARE ETF | 207 | $50K–$100K | SH |
| ENTG | ENTEGRIS INC COM | 507 | $50K–$100K | SH |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | 655 | $50K–$100K | SH |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | 957 | $50K–$100K | SH |
| PFM | INVESCO DIVIDEND ACHIEVERS ETF | 1K | $50K–$100K | SH |
| AR | ANTERO RESOURCES CORP COM | 2K | $50K–$100K | SH |
| FE | FIRSTENERGY CORP COM | 1K | $50K–$100K | SH |
| DELL | DELL TECHNOLOGIES INC CL C | 487 | $50K–$100K | SH |
| NRG | NRG ENERGY INC COM NEW | 386 | $50K–$100K | SH |
| DHT | DHT HOLDINGS INC SHS NEW | 4K | $50K–$100K | SH |
| EXR | EXTRA SPACE STORAGE INC COM | 392 | $50K–$100K | SH |
| ITB | ISHARES U.S. HOME CONSTRUCTION ETF | 540 | $50K–$100K | SH |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | 2K | $50K–$100K | SH |
| FNK | FIRST TRUST MID CAP VALUE ALPHADEX FUND | 984 | $50K–$100K | SH |
| RKLB | ROCKET LAB CORP COM | 597 | $50K–$100K | SH |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | 696 | $50K–$100K | SH |
| KTOS | KRATOS DEFENSE & SEC SOLUTIONS COM NEW | 439 | $50K–$100K | SH |
| DKS | DICKS SPORTING GOODS INC COM | 266 | $50K–$100K | SH |
| KVUE | KENVUE INC COM | 3K | $50K–$100K | SH |
| VTWO | VANGUARD RUSSELL 2000 ETF | 531 | $50K–$100K | SH |
| AN | AUTONATION INC COM | 265 | $50K–$100K | SH |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | 1K | $50K–$100K | SH |
| CIM | CHIMERA INVT CORP COM SHS | 4K | $50K–$100K | SH |