Sound Income Strategies, LLC Q2 2025 Filing

Filed July 17, 2025

Portfolio Value

$1.7B

Holdings

1,609

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (1,609 positions)

StockValue
STLASTELLANTIS N.V
$3.7M
TSNTYSON FOODS INC
$3.7M
IVWISHARES TR
$3.3M
NOMDNOMAD FOODS LTD
$3.3M
JPMJPMORGAN CHASE & CO
$3.3M
CAGCONAGRA BRANDS INC
$3.2M
VTIVANGUARD INDEX FDS
$3.0M
SPYSPDR S&P 500 ETF TR
$3.0M
VOTVANGUARD INDEX FDS
$3.0M
ORGNORIGIN MATERIALS INC
$2.9M
XMMOINVESCO EXCHANGE TRADED FD T
$2.9M
XSMOINVESCO EXCHANGE TRADED FD T
$2.9M
WMTWALMART INC
$2.8M
STSENSATA TECHNOLOGIES HLDG PL
$2.8M
SEESEALED AIR CORP NEW
$2.8M
VTWGVANGUARD SCOTTSDALE FDS
$2.8M
BILSPDR SER TR
$2.6M
GQ9SPDR GOLD TR
$2.5M
NEENEXTERA ENERGY INC
$2.5M
XCCCCCC RT USD HI YLBONDBLOXX ETF TRUST
$2.4M
CLOZPANAGRAM BBB BSERIES PORTFOLIOS TR
$2.4M
SPHYSPDR SER TR
$2.4M
MGKVANGUARD WORLD FD
$2.4M
HYUPDBX ETF TR
$2.3M
VNQVANGUARD INDEX FDS
$2.3M
XOMEXXON MOBIL CORP
$2.3M
XLRESELECT SECTOR SPDR TR
$2.3M
MTUMISHARES TR
$2.2M
JEPIJ P MORGAN EXCHANGE-TRADED F
$2.0M
FEPIETF OPPORTUNITIES TRUST
$1.9M
HDHOME DEPOT INC
$1.7M
AQLTISHARES TR
$1.7M
EIXEDISON INTL
$1.6M
MCDMCDONALDS CORP
$1.5M
IVEISHARES TR
$1.5M
EFVISHARES TR
$1.4M
PGPROCTER AND GAMBLE CO
$1.3M
QUALISHARES TR
$1.3M
BACBK OF AMERICA CORP
$1.3M
VUGVANGUARD INDEX FDS
$1.2M
AVGOBROADCOM INC
$1.2M
IUSBISHARES TR
$1.1M
SRESEMPRA ENERGY
$1.1M
AGGISHARES TR
$1.1M
BABOEING CO
$1.1M
DYNFBLACKROCK ETF TRUST
$1.1M
JNJJOHNSON & JOHNSON
$1.0M
VOVANGUARD INDEX FDS
$1.0M
SOSOUTHERN CO
$1.0M
GOOGALPHABET INC
$995K
COSTCOSTCO WHSL CORP NEW
$982K
PHPARKER-HANNIFIN CORP
$965K
TAXXIR M TAXAWAREBONDBLOXX ETF TRUST
$957K
VVISA INC
$940K
CVXCHEVRON CORP NEW
$913K
XRNPXCOHEN & STEERS REIT & PFD &
$894K
LMTLOCKHEED MARTIN CORP
$887K
OEFISHARES TR
$882K
CATCATERPILLAR INC
$864K
VXUSVANGUARD STAR FDS
$864K
MDYSPDR S&P MIDCAP 400 ETF TR
$835K
SBUXSTARBUCKS CORP
$825K
DUKDUKE ENERGY CORP NEW
$819K
IEMGISHARES INC
$787K
BACVERIZON COMMUNICATIONS INC
$777K
AMGNAMGEN INC
$721K
DONSPDR DOW JONES INDL AVERAGE
$712K
RTXRAYTHEON TECHNOLOGIES CORP
$672K
BNDVANGUARD BD INDEX FDS
$672K
EFGISHARES TR
$664K
PLTRPALANTIR TECHNOLOGIES INC
$661K
BNDXVANGUARD CHARLOTTE FDS
$651K
ORCLORACLE CORP
$650K
UNHUNITEDHEALTH GROUP INC
$630K
WFCWELLS FARGO CO NEW
$614K
VEAVANGUARD TAX-MANAGED INTL FD
$571K
MAMASTERCARD INCORPORATED
$568K
ADPAUTOMATIC DATA PROCESSING IN
$563K
IJSISHARES TR
$559K
LINSHSLINDE PLC
$541K
XAWFXALLIANCEBERNSTEIN GLOBAL HIG
$524K
EPDENTERPRISE PRODS PARTNERS L
$521K
VTVVANGUARD INDEX FDS
$520K
GDXVANECK VECTORS ETF TR
$519K
4I1PHILIP MORRIS INTL INC
$516K
GBTCSHS REP COM UTGRAYSCALE BITCOIN TR BTC
$506K
KMIKINDER MORGAN INC DEL
$491K
AQLTISHARES TR
$490K
KRKROGER CO
$482K
KOCOCA COLA CO
$478K
XLVSELECT SECTOR SPDR TR
$474K
USMVISHARES TR
$473K
VYMVANGUARD WHITEHALL FDS
$465K
QCOMQUALCOMM INC
$462K
IJRISHARES TR
$462K
MOALTRIA GROUP INC
$458K
THROFUTURE US THEMESBLACKROCK ETF TRUST
$456K
SDYSPDR SER TR
$453K
JEPQNASDAQ EQT PREMJ P MORGAN EXCHANGE TRADED F
$452K
PWRQUANTA SVCS INC
$437K
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