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
VEUVANGUARD INTL EQUITY INDEX F
$91K
FNDXSCHWAB STRATEGIC TR
$90K
WBDCOM SER AWARNER BROS DISCOVERY INC
$90K
DYHTARGET CORP
$90K
GNLGLOBAL NET LEASE INC
$88K
COFCAPITAL ONE FINL CORP
$88K
ESGVVANGUARD WORLD FD
$88K
COWZPACER FDS TR
$87K
ARKKARK ETF TR
$87K
MAGSROUNDHILL BIG TELISTED FD TR
$87K
APAMARTISAN PARTNERS ASSET MGMT
$86K
BINCFLEXIBLE INCOMEBLACKROCK ETF TRUST II
$86K
RFREGIONS FINANCIAL CORP NEW
$86K
PCYINVESCO EXCH TRADED FD TR II
$85K
IUSGISHARES TR
$85K
CTVACORTEVA INC
$84K
MDTMEDTRONIC PLC
$83K
BARGRANITESHARES GOLD TR
$83K
DJTCLASS A COMDIGITAL WORLD ACQUISITION CO
$81K
EAGGISHARES TR
$81K
VGITVANGUARD SCOTTSDALE FDS
$81K
VLUEISHARES TR
$81K
ITWILLINOIS TOOL WKS INC
$80K
WBAWALGREENS BOOTS ALLIANCE INC
$80K
BXMTBLACKSTONE MTG TR INC
$80K
NRANRG ENERGY INC
$79K
FYBRFRONTIER COMMUNICATIONS PARE
$79K
COINCOINBASE GLOBAL INC
$79K
BUSDBARNES GROUP INC
$79K
SMASMARTSTOP SELF STORAG REIT I
$79K
HSYHERSHEY CO
$78K
OXYOCCIDENTAL PETE CORP
$78K
BIZDVANECK VECTORS ETF TR
$78K
MRSHMARSH & MCLENNAN COS INC
$78K
XLGINVESCO EXCHANGE TRADED FD T
$78K
PDIPIMCO DYNAMIC INCOME FD
$77K
MARMARRIOTT INTL INC NEW
$77K
KMBKIMBERLY-CLARK CORP
$77K
USIGISHARES TR
$77K
TDIVFIRST TR EXCHANGE-TRADED FD
$77K
IRTINDEPENDENCE RLTY TR INC
$76K
CHDCHURCH & DWIGHT INC
$76K
STZCONSTELLATION BRANDS INC
$76K
PYPLPAYPAL HLDGS INC
$76K
HYGISHARES TR
$75K
TLTISHARES TR
$75K
ESGEISHARES INC
$74K
SPSMSPDR SER TR
$74K
ADBEADOBE SYSTEMS INCORPORATED
$74K
SCECSTERLING CAP ENHCAPITOL SER TR
$74K
PFDFLAHERTY & CRUMRINE PFD INCO
$74K
RSPUINVESCO EXCHANGE TRADED FD T
$73K
DTHWISDOMTREE TR
$73K
FASTFASTENAL CO
$73K
IYY*ISHARES TR
$73K
FNDASCHWAB STRATEGIC TR
$72K
EEMISHARES TR
$71K
COPCONOCOPHILLIPS
$71K
SCHASCHWAB STRATEGIC TR
$71K
BWXTBWX TECHNOLOGIES INC
$70K
SPSBSPDR SER TR
$70K
QQQMINVESCO EXCH TRADED FD TR II
$69K
IXCISHARES TR
$69K
VSSVANGUARD INTL EQUITY INDEX F
$69K
XEVVXEATON VANCE LTD DURATION INC
$69K
WYWEYERHAEUSER CO MTN BE
$69K
BAXBAXTER INTL INC
$67K
ZTSZOETIS INC
$67K
FALNISHARES TR
$67K
CALFPACER FDS TR
$67K
VVVANGUARD INDEX FDS
$66K
NVRNVR INC
$66K
BTALAGF INVTS TR
$65K
BITBSHS BEN INTBITWISE BITCOIN ETF TR
$65K
FITBFIFTH THIRD BANCORP
$64K
FTECFIDELITY COVINGTON TRUST
$63K
XBOEXBLACKROCK ENHANCED GLOBAL DI
$63K
XMESPDR SER TR
$62K
NGGNATIONAL GRID PLC
$62K
MTDMETTLER TOLEDO INTERNATIONAL
$61K
BABAALIBABA GROUP HLDG LTD
$61K
NCLHNORWEGIAN CRUISE LINE HLDG L
$61K
SWKSTANLEY BLACK & DECKER INC
$61K
AZNASTRAZENECA PLC
$61K
TRMBTRIMBLE INC
$60K
KLMNINVESCO EXCH TRADED FD TR II
$59K
AHRCOM SHSAMERICAN HEALTHCARE REIT INC
$59K
AFRMAFFIRM HLDGS INC
$59K
JPSTJ P MORGAN EXCHANGE-TRADED F
$59K
FNDFSCHWAB STRATEGIC TR
$59K
TRVTRAVELERS COMPANIES INC
$58K
UIUBIQUITI INC
$57K
ADXADAMS DIVERSIFIED EQUITY FD
$57K
TMFCRBB FD INC
$57K
ULTAULTA BEAUTY INC
$56K
FSLRFIRST SOLAR INC
$56K
EWZISHARES INC
$55K
FISFIDELITY NATL INFORMATION SV
$55K
FQIDIGITAL RLTY TR INC
$55K
USBUS BANCORP DEL
$55K
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