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 51–100 of 2,516
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BEN | FRANKLIN RESOURCES INC COM | 559K | $1M+ | SH |
| HAS | HASBRO INC COM | 167K | $1M+ | SH |
| AMZN | AMAZON COM INC COM | 60K | $1M+ | SH |
| XEMD | BONDBLOXX JP MORGAN USD EMERGING MARKETS 1-10 YEAR BOND ETF | 317K | $1M+ | SH |
| PGHY | INVESCO GLOBAL EX-US HIGH YIELD CORPORATE BOND ETF | 706K | $1M+ | SH |
| EVRG | EVERGY INC COM | 184K | $1M+ | SH |
| IVV | ISHARES CORE S&P 500 ETF | 20K | $1M+ | SH |
| DINO | HF SINCLAIR CORP COM | 263K | $1M+ | SH |
| PEP | PEPSICO INC COM | 82K | $1M+ | SH |
| PFS | PROVIDENT FINL SVCS INC COM | 595K | $1M+ | SH |
| OKE | ONEOK INC NEW COM | 160K | $1M+ | SH |
| META | META PLATFORMS INC CL A | 18K | $1M+ | SH |
| TSLA | TESLA INC COM | 25K | $1M+ | SH |
| CRBG | COREBRIDGE FINL INC COM | 345K | $1M+ | SH |
| SWK | STANLEY BLACK & DECKER INC COM | 119K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP COM | 83K | $1M+ | SH |
| XSMO | INVESCO S&P SMALLCAP MOMENTUM ETF | 128K | $1M+ | SH |
| QGRW | WISDOMTREE U.S. QUALITY GROWTH FUND | 167K | $1M+ | SH |
| VTWG | VANGUARD RUSSELL 2000 GROWTH ETF | 38K | $1M+ | SH |
| XMMO | INVESCO S&P MIDCAP MOMENTUM ETF | 67K | $1M+ | SH |
| VOT | VANGUARD MID-CAP GROWTH ETF | 32K | $1M+ | SH |
| GOOG | ALPHABET INC CAP STK CL C | 28K | $1M+ | SH |
| TCHP | T. ROWE PRICE BLUE CHIP GROWTH ETF | 187K | $1M+ | SH |
| QQQ | INVESCO QQQ TRUST SERIES I | 15K | $1M+ | SH |
| VOO | VANGUARD S&P 500 ETF | 14K | $1M+ | SH |
| ADT | ADT INC DEL COM | 1.0M | $1M+ | SH |
| VLO | VALERO ENERGY CORP COM | 45K | $1M+ | SH |
| BCO | BRINKS CO COM | 64K | $1M+ | SH |
| VTRS | VIATRIS INC COM | 623K | $1M+ | SH |
| FNF | FIDELITY NATIONAL FINANCIAL IN COM SHS | 151K | $1M+ | SH |
| CG | CARLYLE GROUP INC COM | 115K | $1M+ | SH |
| KHC | KRAFT HEINZ CO COM | 320K | $1M+ | SH |
| XRAY | DENTSPLY SIRONA INC COM | 611K | $1M+ | SH |
| AVA | AVISTA CORP COM | 184K | $1M+ | SH |
| CAG | CONAGRA BRANDS INC COM | 407K | $1M+ | SH |
| WEN | WENDYS CO COM | 760K | $1M+ | SH |
| NSA | NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN | 179K | $1M+ | SH |
| HYGH | ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF | 70K | $1M+ | SH |
| IGBH | ISHARES INTEREST RATE HEDGED LONG-TERM CORPORATE BOND ETF | 240K | $1M+ | SH |
| HYHG | PROSHARES HIGH YIELD-INTEREST RATE HEDGED ETF | 92K | $1M+ | SH |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | 234K | $1M+ | SH |
| HYUP | XTRACKERS HIGH BETA HIGH YIELD BOND ETF | 138K | $1M+ | SH |
| LLY | ELI LILLY & CO COM | 6K | $1M+ | SH |
| TAP | MOLSON COORS BEVERAGE CO CL B | 119K | $1M+ | SH |
| XCCC | BONDBLOXX CCC-RATED USD HIGH YIELD CORPORATE BOND ETF | 152K | $1M+ | SH |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | 244K | $1M+ | SH |
| CLOZ | ELDRIDGE BBB-B CLO ETF | 217K | $1M+ | SH |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | 59K | $1M+ | SH |
| SW | SMURFIT WESTROCK PLC SHS | 128K | $1M+ | SH |
| PGX | INVESCO PREFERRED ETF | 463K | $1M+ | SH |