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 151–200 of 2,516
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FEPI | REX FANG & INNOVATION EQUITY PREMIUM INCOME ETF | 37K | $1M+ | SH |
| ANGL | VANECK FALLEN ANGEL HIGH YIELD BOND ETF | 58K | $1M+ | SH |
| NFLX | NETFLIX INC COM | 19K | $1M+ | SH |
| VO | VANGUARD MID-CAP ETF | 5K | $1M+ | SH |
| IVE | ISHARES S&P 500 VALUE ETF | 7K | $1M+ | SH |
| ILTB | ISHARES CORE 10 YEAR USD BOND ETF | 32K | $1M+ | SH |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | 6K | $1M+ | SH |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 17K | $1M+ | SH |
| FIW | FIRST TRUST WATER ETF | 13K | $1M+ | SH |
| FTXL | FIRST TRUST NASDAQ SEMICONDUCTOR ETF | 10K | $1M+ | SH |
| FXR | FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND | 17K | $1M+ | SH |
| QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | 6K | $1M+ | SH |
| BAC | BANK AMERICA CORP COM | 26K | $1M+ | SH |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 23K | $1M+ | SH |
| SRE | SEMPRA COM | 15K | $1M+ | SH |
| VUG | VANGUARD GROWTH ETF | 3K | $1M+ | SH |
| COST | COSTCO WHOLESALE CORPORATION COM | 1K | $1M+ | SH |
| PCY | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF | 60K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON COM | 6K | $1M+ | SH |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 16K | $1M+ | SH |
| BA | BOEING CO COM | 5K | $1M+ | SH |
| V | VISA INC COM CL A | 4K | $1M+ | SH |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 9K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP COM | 1K | $1M+ | SH |
| BND | VANGUARD TOTAL BOND MARKET ETF | 16K | $1M+ | SH |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 16K | $1M+ | SH |
| KNG | FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | 22K | $1M+ | SH |
| IHY | VANECK INTERNATIONAL HIGH YIELD BOND ETF | 52K | $1M+ | SH |
| EFV | ISHARES MSCI EAFE VALUE ETF | 15K | $1M+ | SH |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 6K | $1M+ | SH |
| IUSV | ISHARES CORE S&P US VALUE ETF | 10K | $1M+ | SH |
| SO | SOUTHERN CO COM | 12K | $1M+ | SH |
| EFA | ISHARES MSCI EAFE ETF | 11K | $1M+ | SH |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 11K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC COM | 3K | $1M+ | SH |
| CVX | CHEVRON CORP NEW COM | 6K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 6K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC COM | 25K | $500K+ | SH |
| TAXX | BONDBLOXX IRM TAX-AWARE SHORT DURATION ETF | 19K | $500K+ | SH |
| COWZ | PACER US CASH COWS 100 ETF | 16K | $500K+ | SH |
| SPYI | NEOS S&P 500 HIGH INCOME ETF | 18K | $500K+ | SH |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 6K | $500K+ | SH |
| DUK | DUKE ENERGY CORP NEW COM NEW | 8K | $500K+ | SH |
| DWAS | INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF | 9K | $500K+ | SH |
| AMGN | AMGEN INC COM | 3K | $500K+ | SH |
| UPRO | PROSHARES ULTRAPRO S&P500 | 7K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO COM | 2K | $500K+ | SH |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 2K | $500K+ | SH |
| ORCL | ORACLE CORP COM | 4K | $500K+ | SH |
| SBUX | STARBUCKS CORP COM | 9K | $500K+ | SH |