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 201–250 of 2,516
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FXU | FIRST TRUST UTILITIES ALPHADEX FUND | 18K | $500K+ | SH |
| FXL | FIRST TRUST TECHNOLOGY ALPHADEX FUND | 5K | $500K+ | SH |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 12K | $500K+ | SH |
| KLAC | KLA CORP COM NEW | 512 | $500K+ | SH |
| VTV | VANGUARD VALUE ETF | 4K | $500K+ | SH |
| SMA | SMARTSTOP SELF STORAG REIT INC COMMON STOCK | 23K | $500K+ | SH |
| GE | GE AEROSPACE COM NEW | 2K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP COM | 1K | $500K+ | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 5K | $500K+ | SH |
| FDUS | FIDUS INVT CORP COM | 38K | $500K+ | SH |
| RLJ-PA | RLJ LODGING TR CUM CONV PFD A | 29K | $500K+ | SH |
| PG | PROCTER & GAMBLE CO COM | 5K | $500K+ | SH |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 16K | $500K+ | SH |
| IAU | ISHARES GOLD TRUST | 8K | $500K+ | SH |
| IEV | ISHARES EUROPE ETF | 10K | $500K+ | SH |
| VB | VANGUARD SMALL-CAP ETF | 2K | $500K+ | SH |
| QQQI | NEOS NASDAQ 100 HIGH INCOME ETF | 12K | $500K+ | SH |
| RNP | COHEN & STEERS REIT & PFD & COM | 33K | $500K+ | SH |
| OHI | OMEGA HEALTHCARE INVS INC COM | 15K | $500K+ | SH |
| RTX | RTX CORPORATION COM | 3K | $500K+ | SH |
| OCSL | OAKTREE SPECIALTY LENDING CORP COM | 49K | $500K+ | SH |
| IJH | ISHARES CORE S&P MID-CAP ETF | 9K | $500K+ | SH |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | 5K | $500K+ | SH |
| WFC | WELLS FARGO CO NEW COM | 7K | $500K+ | SH |
| MO | ALTRIA GROUP INC COM | 10K | $500K+ | SH |
| RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | 22K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC COM | 3K | $500K+ | SH |
| KO | COCA COLA CO COM | 8K | $500K+ | SH |
| MRK | MERCK & CO INC COM | 5K | $500K+ | SH |
| APLE | APPLE HOSPITALITY REIT INC COM NEW | 46K | $500K+ | SH |
| IEFA | ISHARES CORE MSCI EAFE ETF | 6K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED CL A | 1K | $500K+ | SH |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 11K | $500K+ | SH |
| FBT | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | 3K | $500K+ | SH |
| SPEM | SPDR PORTFOLIO EMERGING MARKETS ETF | 11K | $500K+ | SH |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 3K | $500K+ | SH |
| FIXD | FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF | 12K | $500K+ | SH |
| KMI | KINDER MORGAN INC DEL COM | 19K | $500K+ | SH |
| QQQM | INVESCO NASDAQ 100 ETF | 2K | $500K+ | SH |
| FDVV | FIDELITY HIGH DIVIDEND ETF | 9K | $500K+ | SH |
| DBAW | XTRACKERS MSCI ALL WORLD EX US HEDGED EQUITY ETF | 12K | $500K+ | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 2K | $500K+ | SH |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 3K | $500K+ | SH |
| WHF | WHITEHORSE FIN INC COM | 77K | $500K+ | SH |
| PWR | QUANTA SVCS INC COM | 1K | $500K+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | 16K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC COM | 3K | $500K+ | SH |
| AWF | ALLIANCEBERNSTEIN GLOBAL HIGH COM | 49K | $500K+ | SH |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | 13K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC COM | 513 | $100K–$500K | SH |