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 1301–1350 of 2,516
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HIMU | ISHARES HIGH YIELD MUNI ACTIVE ETF | 285 | $14K | SH |
| CDC | VICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETF | 205 | $14K | SH |
| REGL | PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF | 157 | $14K | SH |
| MAS | MASCO CORP COM | 197 | $14K | SH |
| CNR | CORE NATURAL RESOURCES INC COM SHS | 142 | $14K | SH |
| ARKB | ARK 21SHARES BITCOIN ETF | 435 | $14K | SH |
| HL | HECLA MNG CO COM | 515 | $14K | SH |
| RAA | SMI 3FOURTEEN REAL ASSET ALLOCATION ETF | 484 | $14K | SH |
| ORI | OLD REP INTL CORP COM | 316 | $14K | SH |
| BBIO | BRIDGEBIO PHARMA INC COM | 178 | $14K | SH |
| EAT | BRINKER INTL INC COM | 86 | $14K | SH |
| DRI | DARDEN RESTAURANTS INC COM | 63 | $14K | SH |
| JBHT | HUNT J B TRANS SVCS INC COM | 66 | $14K | SH |
| KWR | QUAKER HOUGHTON COM | 85 | $13K | SH |
| JBL | JABIL INC COM | 53 | $13K | SH |
| CAKE | CHEESECAKE FACTORY INC COM | 223 | $13K | SH |
| ROIV | ROIVANT SCIENCES LTD SHS | 571 | $13K | SH |
| PSN | PARSONS CORP DEL COM | 182 | $13K | SH |
| JTEK | JPMORGAN U.S. TECH LEADERS ETF | 145 | $13K | SH |
| BBT | BEACON FINANCIAL CORP. COM | 478 | $13K | SH |
| JSMD | JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF | 150 | $13K | SH |
| — | PINNACLE FINL PARTNERS INC COM | 133 | $13K | SH |
| WHR | WHIRLPOOL CORP COM | 150 | $13K | SH |
| WT | WISDOMTREE INC COM | 861 | $13K | SH |
| SCL | STEPAN CO COM | 253 | $13K | SH |
| GRPM | INVESCO S&P MIDCAP 400 GARP ETF | 106 | $13K | SH |
| MAA | MID-AMER APT CMNTYS INC COM | 95 | $13K | SH |
| UIS | UNISYS CORP COM NEW | 4K | $13K | SH |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | 384 | $13K | SH |
| TEM | TEMPUS AI INC CL A | 184 | $13K | SH |
| NMIH | NMI HLDGS INC COM | 340 | $13K | SH |
| EMBC | EMBECTA CORP COMMON STOCK | 1K | $13K | SH |
| FID | FIRST TRUST S&P INTERNATIONAL DIVIDEND ARISTOCRATS ETF | 616 | $13K | SH |
| AVSU | AVANTIS RESPONSIBLE U.S. EQUITY ETF | 164 | $13K | SH |
| AZZ | AZZ INC COM | 104 | $13K | SH |
| BEAM | BEAM THERAPEUTICS INC COM | 409 | $13K | SH |
| IFV | FIRST TRUST DORSEY WRIGHT INTERNATIONAL FOCUS 5 ETF | 494 | $13K | SH |
| PDT | HANCOCK JOHN PREM DIVID FD COM SH BEN INT | 996 | $13K | SH |
| GAEM | SIMPLIFY GAMMA EMERGING MARKET BOND ETF | 474 | $13K | SH |
| AUPH | AURINIA PHARMACEUTICALS INC COM | 851 | $13K | SH |
| TTD | THE TRADE DESK INC COM CL A | 355 | $13K | SH |
| EMBJ | EMBRAER S.A. SPONSORED ADS | 171 | $13K | SH |
| MDGL | MADRIGAL PHARMACEUTICALS INC COM | 25 | $13K | SH |
| MNRO | MONRO INC COM | 591 | $13K | SH |
| MGNX | MACROGENICS INC COM | 7K | $12K | SH |
| FNDB | SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF | 453 | $12K | SH |
| ECL | ECOLAB INC COM | 45 | $12K | SH |
| ATO | ATMOS ENERGY CORP COM | 73 | $12K | SH |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 122 | $12K | SH |
| TRFK | PACER DATA AND DIGITAL REVOLUTION ETF | 190 | $12K | SH |