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 351–400 of 2,516
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CANQ | CALAMOS NASDAQ EQUITY & INCOME ETF | 9K | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC COM | 434 | $100K–$500K | SH |
| CPNJ | CALAMOS NASDAQ - 100 STRUCTURED ALT PROTECTION ETF -JUNE | 10K | $100K–$500K | SH |
| DOW | DOW INC COM | 9K | $100K–$500K | SH |
| ABT | ABBOTT LABS COM | 2K | $100K–$500K | SH |
| IGLB | ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 5K | $100K–$500K | SH |
| APP | APPLOVIN CORP COM CL A | 454 | $100K–$500K | SH |
| SHW | SHERWIN WILLIAMS CO COM | 720 | $100K–$500K | SH |
| TFC | TRUIST FINL CORP COM | 5K | $100K–$500K | SH |
| PHO | INVESCO WATER RESOURCES ETF | 3K | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | 15K | $100K–$500K | SH |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 2K | $100K–$500K | SH |
| TM | TOYOTA MOTOR CORP ADS | 1K | $100K–$500K | SH |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | 3K | $100K–$500K | SH |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | 5K | $100K–$500K | SH |
| FMDE | FIDELITY ENHANCED MID CAP ETF | 7K | $100K–$500K | SH |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | 4K | $100K–$500K | SH |
| DOC | HEALTHPEAK PROPERTIES INC COM | 14K | $100K–$500K | SH |
| EFG | ISHARES MSCI EAFE GROWTH ETF | 2K | $100K–$500K | SH |
| SYY | SYSCO CORP COM | 3K | $100K–$500K | SH |
| LDOS | LEIDOS HOLDINGS INC COM | 1K | $100K–$500K | SH |
| GMRE | GLOBAL MED REIT INC COM NEW | 7K | $100K–$500K | SH |
| FXO | FIRST TRUST FINANCIALS ALPHADEX FUND | 4K | $100K–$500K | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 3K | $100K–$500K | SH |
| WEC | WEC ENERGY GROUP INC COM | 2K | $100K–$500K | SH |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 2K | $100K–$500K | SH |
| INTC | INTEL CORP COM | 5K | $100K–$500K | SH |
| IWR | ISHARES RUSSELL MIDCAP ETF | 2K | $100K–$500K | SH |
| WDC | WESTERN DIGITAL CORP COM | 1K | $100K–$500K | SH |
| OGN | ORGANON & CO COMMON STOCK | 27K | $100K–$500K | SH |
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | 2K | $100K–$500K | SH |
| IRM | IRON MTN INC DEL COM | 2K | $100K–$500K | SH |
| WBD | WARNER BROS DISCOVERY INC COM SER A | 8K | $100K–$500K | SH |
| VRTX | VERTEX PHARMACEUTICALS INC COM | 520 | $100K–$500K | SH |
| VT | VANGUARD TOTAL WORLD STOCK ETF | 2K | $100K–$500K | SH |
| TTC | TORO CO COM | 3K | $100K–$500K | SH |
| D | DOMINION ENERGY INC COM | 4K | $100K–$500K | SH |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | 5K | $100K–$500K | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 483 | $100K–$500K | SH |
| PSX | PHILLIPS 66 COM | 2K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP COM | 3K | $100K–$500K | SH |
| BKNG | BOOKING HOLDINGS INC COM | 44 | $100K–$500K | SH |
| SNA | SNAP ON INC COM | 616 | $100K–$500K | SH |
| F | FORD MTR CO COM | 16K | $100K–$500K | SH |
| AWK | AMERICAN WTR WKS CO INC NEW COM | 2K | $100K–$500K | SH |
| WPC | WP CAREY INC COM | 3K | $100K–$500K | SH |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 4K | $100K–$500K | SH |
| APRH | INNOVATOR PREMIUM INCOME 20 BARRIER ETF - APRIL | 9K | $100K–$500K | SH |
| HCA | HCA HEALTHCARE INC COM | 460 | $100K–$500K | SH |
| FXG | FIRST TRUST CONSUMER STAPLES ALPHADEX FUND | 3K | $100K–$500K | SH |