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 801–850 of 2,516
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WES | WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT | 1K | $15K–$50K | SH |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | 823 | $15K–$50K | SH |
| CTA | SIMPLIFY MANAGED FUTURES STRATEGY ETF | 2K | $15K–$50K | SH |
| TEVA | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | 2K | $15K–$50K | SH |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | 2K | $15K–$50K | SH |
| NXP | NUVEEN SELECT TAX-FREE INCOME SH BEN INT | 3K | $15K–$50K | SH |
| VTR | VENTAS INC COM | 613 | $15K–$50K | SH |
| IDU | ISHARES U.S. UTILITIES ETF | 436 | $15K–$50K | SH |
| EQNR | EQUINOR ASA SPONSORED ADR | 2K | $15K–$50K | SH |
| VRT | VERTIV HOLDINGS CO COM CL A | 269 | $15K–$50K | SH |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | 635 | $15K–$50K | SH |
| AMTM | AMENTUM HOLDINGS INC COM | 1K | $15K–$50K | SH |
| SSB | SOUTHSTATE BK CORP COM | 480 | $15K–$50K | SH |
| FNCL | FIDELITY MSCI FINANCIALS INDEX ETF | 608 | $15K–$50K | SH |
| DJAN | FT VEST US EQUITY DEEP BUFFER ETF - JANUARY | 1K | $15K–$50K | SH |
| MUFG | MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS | 2K | $15K–$50K | SH |
| RDDT | REDDIT INC CL A | 203 | $15K–$50K | SH |
| ENFR | ALERIAN ENERGY INFRASTRUCTURE ETF | 1K | $15K–$50K | SH |
| DPZ | DOMINOS PIZZA INC COM | 116 | $15K–$50K | SH |
| CCOR | CORE ALTERNATIVE ETF | 2K | $15K–$50K | SH |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 478 | $15K–$50K | SH |
| FFC | FLAHERTY & CRUMRIN PFD & INM S COM | 3K | $15K–$50K | SH |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 891 | $15K–$50K | SH |
| EWZ | ISHARES MSCI BRAZIL ETF | 1K | $15K–$50K | SH |
| RKT | ROCKET COS INC COM CL A | 2K | $15K–$50K | SH |
| IDR | IDAHO STRATEGIC RESOURCES COM NEW | 1K | $15K–$50K | SH |
| CDE | COEUR MNG INC COM NEW | 2K | $15K–$50K | SH |
| PPL | PPL CORP COM | 1K | $15K–$50K | SH |
| FEM | FIRST TRUST EMERGING MARKETS ALPHADEX FUND | 2K | $15K–$50K | SH |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | 319 | $15K–$50K | SH |
| FTQI | FIRST TRUST NASDAQ BUYWRITE INCOME ETF | 2K | $15K–$50K | SH |
| WFRD | WEATHERFORD INTL PLC ORD SHS | 537 | $15K–$50K | SH |
| FTF | FRANKLIN LTD DURATION INCOME T COM | 7K | $15K–$50K | SH |
| SPXC | SPX TECHNOLOGIES INC COM | 206 | $15K–$50K | SH |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | 1K | $15K–$50K | SH |
| QQEW | FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF | 318 | $15K–$50K | SH |
| IETC | ISHARES U.S. TECH INDEPENDENCE FOCUSED ETF | 442 | $15K–$50K | SH |
| DVN | DEVON ENERGY CORP NEW COM | 1K | $15K–$50K | SH |
| TECH | BIO-TECHNE CORP COM | 648 | $15K–$50K | SH |
| ABR | ARBOR REALTY TRUST INC COM | 5K | $15K–$50K | SH |
| RS | RELIANCE INC COM | 137 | $15K–$50K | SH |
| TRMB | TRIMBLE INC COM | 600 | $15K–$50K | SH |
| DMAR | FT VEST US EQUITY DEEP BUFFER ETF - MARCH | 1K | $15K–$50K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 536 | $15K–$50K | SH |
| TD | TORONTO DOMINION BK ONT COM NEW | 466 | $15K–$50K | SH |
| FYT | FIRST TRUST SMALL CAP VALUE ALPHADEX FUND | 722 | $15K–$50K | SH |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 480 | $15K–$50K | SH |
| CPST | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - SEPTEMBER | 2K | $15K–$50K | SH |
| DFSV | DIMENSIONAL US SMALL CAP VALUE ETF | 1K | $15K–$50K | SH |
| SCHK | SCHWAB 1000 INDEX ETF | 1K | $15K–$50K | SH |