Sound Income Strategies, LLC Q3 2025 Filing

Filed October 10, 2025

Portfolio Value

$1.8B

Holdings

1,701

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (1,701 positions)

StockValue
SAPSAP SE SPON ADR
$15K
LNTALLIANT ENERGY CORP COM
$14K
HOODROBINHOOD MKTS INC COM CL A
$14K
TTWOTAKE-TWO INTERACTIVE SOFTWARE COM
$14K
OLPONE LIBERTY PPTYS INC COM
$14K
MOSMOSAIC CO NEW COM
$14K
FDVFEDERATED HERMES U.S. STRATEGIC DIVIDEND ETF
$14K
EMNEASTMAN CHEM CO COM
$14K
AROCARCHROCK INC COM
$14K
NOKNOKIA CORP SPONSORED ADR
$14K
HWMHOWMET AEROSPACE INC COM
$14K
PHPNGALECTIN THERAPEUTICS INC COM NEW
$14K
EZUISHARES MSCI EUROZONE ETF
$14K
GSBDGOLDMAN SACHS BDC INC SHS
$14K
HASIHA SUSTAINABLE INFRA CAP INC COM
$14K
NVGNUVEEN AMT FREE MUN CR INC FD COM
$14K
ADXADAMS DIVERSIFIED EQUITY FD COM
$14K
DSLDOUBLELINE INCOME SOLUTIONS FD COM
$14K
TPRTAPESTRY INC COM
$14K
OKLOOKLO INC COM CL A
$14K
JOYTJPMORGAN U.S. TECH LEADERS ETF
$14K
LPGDORIAN LPG LTD SHS USD
$14K
OMFONEMAIN HLDGS INC COM
$14K
GENGEN DIGITAL INC COM
$14K
FLCFLAHERTY & CRUMRINE TOTAL RETU COM
$14K
CMSCMS ENERGY CORP COM
$14K
AVDVAVANTIS INTERNATIONAL SMALL CAP VALUE ETF
$14K
XMHQINVESCO S&P MIDCAP QUALITY ETF
$14K
AEPAMERICAN ELEC PWR CO INC COM
$14K
IWRISHARES RUSSELL MIDCAP ETF
$14K
INGING GROEP N.V. SPONSORED ADR
$13K
RAASMI 3FOURTEEN REAL ASSET ALLOCATION ETF
$13K
MASMASCO CORP COM
$13K
HALHALLIBURTON CO COM
$13K
IWCISHARES MICRO-CAP ETF
$13K
ACMAECOM COM
$13K
MFCMANULIFE FINL CORP COM
$13K
FEFIRSTENERGY CORP COM
$13K
HSICHENRY SCHEIN INC COM
$13K
MFICMIDCAP FINANCIAL INVSTMNT CORP COM NEW
$13K
CMECME GROUP INC COM
$13K
PTLCPACER TRENDPILOT US LARGE CAP ETF
$13K
SNDKSANDISK CORP COM
$13K
OTISOTIS WORLDWIDE CORP COM
$13K
SPTLSPDR PORTFOLIO LONG TERM TREASURY ETF
$13K
SMFGSUMITOMO MITSUI FINL GROUP INC SPONSORED ADR
$13K
NMAXNEWSMAX INC COM SHS CLASS B
$13K
MGNXMACROGENICS INC COM
$13K
DGXQUEST DIAGNOSTICS INC COM
$13K
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND
$13K
CPCANADIAN PACIFIC KANSAS CITY COM
$13K
ZSZSCALER INC COM
$13K
DOVDOVER CORP COM
$12K
AVTAVNET INC COM
$12K
SIISPROTT INC COM NEW
$12K
AVBAVALONBAY CMNTYS INC COM
$12K
MGCVANGUARD MEGA CAP ETF
$12K
EBAEBAY INC. COM
$12K
QGROAMERICAN CENTURY U.S. QUALITY GROWTH ETF
$12K
GCTGIGACLOUD TECHNOLOGY INC CLASS A ORD
$12K
HIMUISHARES HIGH YIELD MUNI ACTIVE ETF
$12K
ONITONITY GROUP INC COM NEW
$12K
AVSUAVANTIS RESPONSIBLE U.S. EQUITY ETF
$12K
EZBCFRANKLIN BITCOIN ETF
$12K
FOXFOX CORP CL B COM
$12K
FNDASCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF
$12K
LAMRLAMAR ADVERTISING CO NEW CL A
$12K
QSRRESTAURANT BRANDS INTL INC COM
$12K
NTSTNETSTREIT CORP COM
$12K
TROWPRICE T ROWE GROUP INC COM
$12K
IQIINVESCO QUALITY MUN INCOME TR COM
$12K
JQUAJPMORGAN U.S. QUALITY FACTOR ETF
$12K
EFAVISHARES MSCI EAFE MIN VOL FACTOR ETF
$12K
FNDBSCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF
$12K
NMZNUVEEN MUN HIGH INCOME OPPORTU COM
$12K
MIDDMIDDLEBY CORP COM
$12K
VUZIVUZIX CORP COM NEW
$12K
MRVLMARVELL TECHNOLOGY INC COM
$12K
EEMVISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF
$11K
COMTISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF
$11K
FSCOFS CREDIT OPPORTUNITIES CORP COMMON STOCK
$11K
SPYXSPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF
$11K
AVUVAVANTIS U.S. SMALL CAP VALUE ETF
$11K
SPEMSPDR PORTFOLIO EMERGING MARKETS ETF
$11K
CNRCANADIAN NATL RY CO COM
$11K
BUCKSIMPLIFY STABLE INCOME ETF
$11K
HIGHSIMPLIFY ENHANCED INCOME ETF
$11K
MMINNYLI MACKAY MUNI INSURED ETF
$11K
TXOTXO PARTNERS LP COM UNIT
$11K
FMHIFIRST TRUST MUNICIPAL HIGH INCOME ETF
$11K
HYMBSPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF
$11K
CBOECBOE GLOBAL MKTS INC COM
$11K
HYDVANECK HIGH YIELD MUNI ETF
$11K
RTAIRAREVIEW TAX ADVANTAGED INCOME ETF
$11K
FTSMFIRST TRUST ENHANCED SHORT MATURITY ETF
$11K
OVMOVERLAY SHARES MUNICIPAL BOND ETF
$11K
MDYSPDR S&P MIDCAP 400 ETF TRUST
$11K
PEYINVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF
$11K
BLVVANGUARD LONG-TERM BOND ETF
$11K
SPESPECIAL OPPORTUNITIES FD INC COM
$11K
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