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 101–150 of 2,516
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GEN | GEN DIGITAL INC COM | 195K | $1M+ | SH |
| SPFF | GLOBAL X SUPERINCOME PREFERRED ETF | 529K | $1M+ | SH |
| BKR | BAKER HUGHES COMPANY CL A | 97K | $1M+ | SH |
| GPN | GLOBAL PMTS INC COM | 66K | $1M+ | SH |
| FPE | FIRST TRUST PREFERRED SECURITIES & INCOME ETF | 264K | $1M+ | SH |
| PFXF | VANECK PREFERRED SECURITIES EX FINANCIALS ETF | 265K | $1M+ | SH |
| PRU | PRUDENTIAL FINL INC COM | 43K | $1M+ | SH |
| LKQ | LKQ CORP COM | 142K | $1M+ | SH |
| PFFD | GLOBAL X U.S. PREFERRED ETF | 243K | $1M+ | SH |
| PFFA | VIRTUS INFRACAP U.S. PREFERRED STOCK ETF | 215K | $1M+ | SH |
| GLD | SPDR GOLD SHARES | 11K | $1M+ | SH |
| PSK | STATE STREET SPDR ICE PREFERRED SECURITIES ETF | 143K | $1M+ | SH |
| PFLD | AAM LOW DURATION PREFERRED AND INCOME SECURITIES ETF | 232K | $1M+ | SH |
| HRB | BLOCK H & R INC COM | 106K | $1M+ | SH |
| AVGO | BROADCOM INC COM | 12K | $1M+ | SH |
| TSN | TYSON FOODS INC CL A | 70K | $1M+ | SH |
| MGK | VANGUARD MEGA CAP GROWTH ETF | 10K | $1M+ | SH |
| MTCH | MATCH GROUP INC NEW COM | 127K | $1M+ | SH |
| SNY | SANOFI SA SPONSORED ADR | 85K | $1M+ | SH |
| NOMD | NOMAD FOODS LTD USD ORD SHS | 334K | $1M+ | SH |
| STLA | STELLANTIS N.V SHS | 401K | $1M+ | SH |
| IVW | ISHARES S&P 500 GROWTH ETF | 30K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TRUST | 5K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. COM | 12K | $1M+ | SH |
| ST | SENSATA TECHNOLOGIES HLDG PLC SHS | 103K | $1M+ | SH |
| ADM | ARCHER DANIELS MIDLAND CO COM | 51K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 6K | $1M+ | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 9K | $1M+ | SH |
| XOM | EXXON MOBIL CORP COM | 24K | $1M+ | SH |
| HRL | HORMEL FOODS CORP COM | 124K | $1M+ | SH |
| WMT | WALMART INC COM | 24K | $1M+ | SH |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | 60K | $1M+ | SH |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 86K | $1M+ | SH |
| VOE | VANGUARD MID-CAP VALUE ETF | 13K | $1M+ | SH |
| CAIE | CALAMOS AUTOCALLABLE INCOME ETF | 86K | $1M+ | SH |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | 9K | $1M+ | SH |
| HD | HOME DEPOT INC COM | 6K | $1M+ | SH |
| XLG | INVESCO S&P 500 TOP 50 ETF | 36K | $1M+ | SH |
| SLV | ISHARES SILVER TRUST | 25K | $1M+ | SH |
| VNQ | VANGUARD REAL ESTATE ETF | 22K | $1M+ | SH |
| BIZD | VANECK BDC INCOME ETF | 135K | $1M+ | SH |
| DVY | ISHARES SELECT DIVIDEND ETF | 13K | $1M+ | SH |
| CAT | CATERPILLAR INC COM | 3K | $1M+ | SH |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | 45K | $1M+ | SH |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 32K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC COM | 22K | $1M+ | SH |
| RSPR | INVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF | 53K | $1M+ | SH |
| EIX | EDISON INTL COM | 30K | $1M+ | SH |
| OEF | ISHARES S&P 100 ETF | 5K | $1M+ | SH |
| MCD | MCDONALDS CORP COM | 6K | $1M+ | SH |