CIK 1730960
Sound Income Strategies, LLC
Institutional 13F holdings & portfolio
Holdings
2,516
Portfolio Value
$2.11B
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1051–1100 of 2,516
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ESLT | ELBIT SYS LTD ORD | 35 | $26K | SH |
| ESTC | ELASTIC N V ORD SHS | 356 | $25K | SH |
| NMAI | NUVEEN MULTI ASSET INCOME FUND COM | 2K | $25K | SH |
| LULU | LULULEMON ATHLETICA INC COM | 125 | $25K | SH |
| SBAR | SIMPLIFY BARRIER INCOME ETF | 957 | $25K | SH |
| HYGV | FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND | 614 | $25K | SH |
| MDLN | MEDLINE INC COM CL A | 569 | $25K | SH |
| ARWR | ARROWHEAD PHARMACEUTICALS INC COM | 393 | $25K | SH |
| GVI | ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | 234 | $25K | SH |
| SR | SPIRE INC COM | 300 | $25K | SH |
| HIGH | SIMPLIFY ENHANCED INCOME ETF | 1K | $25K | SH |
| MSTR | STRATEGY INC CL A NEW | 144 | $25K | SH |
| REZI | RESIDEO TECHNOLOGIES INC COM | 660 | $25K | SH |
| PRKS | UNITED PARKS & RESORTS INC COM | 660 | $25K | SH |
| CBOE | CBOE GLOBAL MKTS INC COM | 91 | $25K | SH |
| VLU | STATE STREET SPDR S&P 1500 VALUE TILT ETF | 114 | $25K | SH |
| SYLD | CAMBRIA SHAREHOLDER YIELD ETF | 336 | $25K | SH |
| CMS | CMS ENERGY CORP COM | 343 | $25K | SH |
| PGR | PROGRESSIVE CORP COM | 121 | $24K | SH |
| ETG | EATON VANCE TX ADV GLBL DIV FD COM | 1K | $24K | SH |
| PML | PIMCO MUN INCOME FD II COM | 3K | $24K | SH |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | 161 | $24K | SH |
| AEM | AGNICO EAGLE MINES LTD COM | 123 | $24K | SH |
| CHTR | CHARTER COMMUNICATIONS INC NEW CL A | 128 | $24K | SH |
| FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETF | 405 | $24K | SH |
| SYM | SYMBOTIC INC CLASS A COM | 360 | $24K | SH |
| CSR | CENTERSPACE COM | 374 | $24K | SH |
| AEIS | ADVANCED ENERGY INDS COM | 95 | $24K | SH |
| IMCB | ISHARES MORNINGSTAR MID-CAP ETF | 280 | $24K | SH |
| EZU | ISHARES MSCI EUROZONE ETF | 363 | $24K | SH |
| WAB | WABTEC COM | 104 | $24K | SH |
| CALM | CAL MAINE FOODS INC COM NEW | 305 | $24K | SH |
| JQC | NUVEEN CR STRATEGIES INCOME FD COM SHS | 5K | $24K | SH |
| DXC | DXC TECHNOLOGY CO COM | 2K | $24K | SH |
| BN | BROOKFIELD CORP CL A LTD VT SH | 500 | $24K | SH |
| IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | 1K | $23K | SH |
| MFC | MANULIFE FINL CORP COM | 625 | $23K | SH |
| S | SENTINELONE INC CL A | 2K | $23K | SH |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 432 | $23K | SH |
| PTGX | PROTAGONIST THERAPEUTICS INC COM | 284 | $23K | SH |
| DVLU | FIRST TRUST DORSEY WRIGHT MOMENTUM & VALUE ETF | 632 | $23K | SH |
| TOL | TOLL BROTHERS INC COM | 158 | $23K | SH |
| TDG | TRANSDIGM GROUP INC COM | 16 | $23K | SH |
| JMIA | JUMIA TECHNOLOGIES AG SPONSORED ADS | 2K | $23K | SH |
| AUB | ATLANTIC UN BANKSHARES CORP COM | 601 | $23K | SH |
| PPLT | ABRDN PHYSICAL PLATINUM SHARES ETF | 110 | $23K | SH |
| TEL | TE CONNECTIVITY PLC ORD SHS | 95 | $23K | SH |
| IBBQ | INVESCO NASDAQ BIOTECHNOLOGY ETF | 799 | $23K | SH |
| OMF | ONEMAIN HLDGS INC COM | 350 | $23K | SH |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 706 | $23K | SH |