Sound Income Strategies, LLC Q1 2025 Filing

Filed April 17, 2025

Portfolio Value

$1.7B

Holdings

1,558

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (1,558 positions)

StockValue
STLASTELLANTIS N.V
$3.9M
GQ9SPDR GOLD TR
$3.8M
DNBDUN & BRADSTREET HLDGS INC
$3.6M
SPYSPDR S&P 500 ETF TR
$3.5M
NOMDNOMAD FOODS LTD
$3.5M
BRK/BBERKSHIRE HATHAWAY INC DEL
$3.5M
VTRSVIATRIS INC
$3.4M
WDCWESTERN DIGITAL CORP.
$3.3M
IJRISHARES TR
$3.2M
IVWISHARES TR
$3.0M
IJSISHARES TR
$2.8M
JPMJPMORGAN CHASE & CO
$2.7M
SEESEALED AIR CORP NEW
$2.5M
VNQVANGUARD INDEX FDS
$2.5M
XLRESELECT SECTOR SPDR TR
$2.4M
VTIVANGUARD INDEX FDS
$2.4M
XOMEXXON MOBIL CORP
$2.4M
SGOVISHARES TR
$2.2M
STSENSATA TECHNOLOGIES HLDG PL
$2.2M
AQLTISHARES TR
$2.1M
WMTWALMART INC
$2.0M
JEPIJ P MORGAN EXCHANGE-TRADED F
$1.9M
EIXEDISON INTL
$1.9M
MTUMISHARES TR
$1.8M
MGKVANGUARD WORLD FD
$1.8M
MCDMCDONALDS CORP
$1.7M
NEENEXTERA ENERGY INC
$1.7M
FEPIETF OPPORTUNITIES TRUST
$1.7M
HDHOME DEPOT INC
$1.5M
AGGISHARES TR
$1.5M
PGPROCTER AND GAMBLE CO
$1.5M
VVISA INC
$1.4M
XLVSELECT SECTOR SPDR TR
$1.4M
XLUSELECT SECTOR SPDR TR
$1.3M
UNHUNITEDHEALTH GROUP INC
$1.3M
XLFISELECT SECTOR SPDR TR
$1.1M
IUSBISHARES TR
$1.1M
EFVISHARES TR
$1.1M
IVEISHARES TR
$1.1M
VUGVANGUARD INDEX FDS
$1.1M
GOOGALPHABET INC
$1.0M
XLFSELECT SECTOR SPDR TR
$1.0M
QUALISHARES TR
$1.0M
JNJJOHNSON & JOHNSON
$1.0M
VOVANGUARD INDEX FDS
$1.0M
SRESEMPRA ENERGY
$991K
XRNPXCOHEN & STEERS REIT & PFD &
$989K
SBUXSTARBUCKS CORP
$979K
EFGISHARES TR
$975K
TAXXIR M TAXAWAREBONDBLOXX ETF TRUST
$939K
COSTCOSTCO WHSL CORP NEW
$932K
DYNFBLACKROCK ETF TRUST
$929K
VOTVANGUARD INDEX FDS
$920K
CVXCHEVRON CORP NEW
$918K
BACBK OF AMERICA CORP
$913K
XSMOINVESCO EXCHANGE TRADED FD T
$903K
XMMOINVESCO EXCHANGE TRADED FD T
$898K
SPSMSPDR SER TR
$877K
XLYSELECT SECTOR SPDR TR
$858K
VTWGVANGUARD SCOTTSDALE FDS
$847K
IWCISHARES TR
$790K
VXUSVANGUARD STAR FDS
$776K
PHPARKER-HANNIFIN CORP
$772K
LMTLOCKHEED MARTIN CORP
$717K
BNDVANGUARD BD INDEX FDS
$703K
BACVERIZON COMMUNICATIONS INC
$690K
IYRISHARES TR
$669K
XLBSELECT SECTOR SPDR TR
$660K
MMM3M CO
$647K
BNDXVANGUARD CHARLOTTE FDS
$643K
XCCCCCC RT USD HI YLBONDBLOXX ETF TRUST
$638K
HYUPDBX ETF TR
$613K
CLOZPANAGRAM BBB BSERIES PORTFOLIOS TR
$609K
PDCOEURPATTERSON COS INC
$603K
4I1PHILIP MORRIS INTL INC
$591K
SPHYSPDR SER TR
$585K
MRKMERCK & CO. INC
$563K
EPDENTERPRISE PRODS PARTNERS L
$562K
XAWFXALLIANCEBERNSTEIN GLOBAL HIG
$554K
LINSHSLINDE PLC
$551K
WFCWELLS FARGO CO NEW
$545K
AFGAMERICAN FINL GROUP INC OHIO
$541K
VTVVANGUARD INDEX FDS
$537K
CATCATERPILLAR INC
$530K
KOCOCA COLA CO
$513K
RTXRAYTHEON TECHNOLOGIES CORP
$488K
USMVISHARES TR
$473K
CLCOLGATE PALMOLIVE CO
$468K
DONSPDR DOW JONES INDL AVERAGE
$466K
IJJISHARES TR
$465K
LOWLOWES COS INC
$460K
GDXVANECK VECTORS ETF TR
$437K
AQLTISHARES TR
$435K
VEAVANGUARD TAX-MANAGED INTL FD
$433K
DISDISNEY WALT CO
$424K
KVUECOMKENVUE INC
$423K
EMXCISHARES INC
$421K
ULUNILEVER PLC
$421K
JEPQNASDAQ EQT PREMJ P MORGAN EXCHANGE TRADED F
$414K
PLTRPALANTIR TECHNOLOGIES INC
$411K
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