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 301–350 of 2,516
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CAH | CARDINAL HEALTH INC COM | 2K | $100K–$500K | SH |
| VOOV | VANGUARD S&P 500 VALUE ETF | 2K | $100K–$500K | SH |
| DIS | DISNEY WALT CO COM | 3K | $100K–$500K | SH |
| QDPL | PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF | 8K | $100K–$500K | SH |
| JOBY | JOBY AVIATION INC COMMON STOCK | 23K | $100K–$500K | SH |
| CSX | CSX CORP COM | 10K | $100K–$500K | SH |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | 3K | $100K–$500K | SH |
| IYW | ISHARES U.S. TECHNOLOGY ETF | 2K | $100K–$500K | SH |
| VBR | VANGUARD SMALL CAP VALUE ETF | 1K | $100K–$500K | SH |
| CWT | CALIFORNIA WTR SVC GROUP COM | 7K | $100K–$500K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | 859 | $100K–$500K | SH |
| BLCV | ISHARES LARGE CAP VALUE ACTIVE ETF | 8K | $100K–$500K | SH |
| YUM | YUM BRANDS INC COM | 2K | $100K–$500K | SH |
| UL | UNILEVER PLC SPON ADR NEW | 5K | $100K–$500K | SH |
| VIS | VANGUARD INDUSTRIALS ETF | 973 | $100K–$500K | SH |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | 10K | $100K–$500K | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | 9K | $100K–$500K | SH |
| ANET | ARISTA NETWORKS INC COM SHS | 2K | $100K–$500K | SH |
| IUS | INVESCO RAFI STRATEGIC US ETF | 5K | $100K–$500K | SH |
| HASI | HA SUSTAINABLE INFRA CAP INC COM | 9K | $100K–$500K | SH |
| IBLC | ISHARES BLOCKCHAIN AND TECH ETF | 6K | $100K–$500K | SH |
| GEV | GE VERNOVA INC COM | 442 | $100K–$500K | SH |
| ORLY | OREILLY AUTOMOTIVE INC COM | 3K | $100K–$500K | SH |
| BPRE | BLUEROCK PVT REAL ESTATE FD COM | 19K | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORP COM | 1K | $100K–$500K | SH |
| FXZ | FIRST TRUST MATERIALS ALPHADEX FUND | 4K | $100K–$500K | SH |
| NEM | NEWMONT CORP COM | 3K | $100K–$500K | SH |
| MMM | 3M CO COM | 2K | $100K–$500K | SH |
| FNY | FIRST TRUST MID CAP GROWTH ALPHADEX FUND | 3K | $100K–$500K | SH |
| WMB | WILLIAMS COS INC COM | 5K | $100K–$500K | SH |
| VDE | VANGUARD ENERGY ETF | 2K | $100K–$500K | SH |
| FTXH | FIRST TRUST NASDAQ PHARMACEUTICALS ETF | 9K | $100K–$500K | SH |
| CRM | SALESFORCE INC COM | 1K | $100K–$500K | SH |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | 2K | $100K–$500K | SH |
| XSD | STATE STREET SPDR S&P SEMICONDUCTOR ETF | 804 | $100K–$500K | SH |
| NTST | NETSTREIT CORP COM | 15K | $100K–$500K | SH |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | 964 | $100K–$500K | SH |
| XME | STATE STREET SPDR S&P METALS & MINING ETF | 2K | $100K–$500K | SH |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | 4K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC COM | 1K | $100K–$500K | SH |
| HIW | HIGHWOODS PPTYS INC COM | 10K | $100K–$500K | SH |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | 6K | $100K–$500K | SH |
| RWL | INVESCO S&P 500 REVENUE ETF | 2K | $100K–$500K | SH |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | 3K | $100K–$500K | SH |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | 3K | $100K–$500K | SH |
| LNC | LINCOLN NATL CORP IND COM | 7K | $100K–$500K | SH |
| MS | MORGAN STANLEY COM NEW | 1K | $100K–$500K | SH |
| CRI | CARTERS INC COM | 7K | $100K–$500K | SH |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | 7K | $100K–$500K | SH |
| DJUL | FT VEST U.S. EQUITY DEEP BUFFER ETF - JULY | 6K | $100K–$500K | SH |