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
BDNBRANDYWINE RLTY TR SH BEN INT NEW
$10K
FNCLFIDELITY MSCI FINANCIALS INDEX ETF
$10K
LXLEXINFINTECH HLDGS LTD ADR
$10K
VTSVITESSE ENERGY INC COMMON STOCK
$10K
TTELUS CORPORATION COM
$10K
W3UWESTERN UN CO COM
$10K
DRIDARDEN RESTAURANTS INC COM
$10K
AEMAGNICO EAGLE MINES LTD COM
$10K
BBVABANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR
$10K
FDLFIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
$10K
UTFCOHEN & STEERS INFRASTRUCTURE COM
$10K
EMBJEMBRAER S.A. SPONSORED ADS
$10K
NAKNORTHERN DYNASTY MINERALS LTD COM NEW
$10K
ALBALBEMARLE CORP COM
$10K
MXIISHARES GLOBAL MATERIALS ETF
$10K
PLYMPLYMOUTH INDL REIT INC COM
$10K
BANXARROWMARK FINANCIAL CORP COM
$10K
TCPCBLACKROCK TCP CAPITAL CORP COM
$10K
USARUSA RARE EARTH INC COM
$10K
TNLTRAVEL PLUS LEISURE CO COM
$10K
BNOVINNOVATOR U.S. EQUITY BUFFER ETF - NOVEMBER
$10K
ATOATMOS ENERGY CORP COM
$10K
KIMKIMCO RLTY CORP COM
$10K
CRSPCRISPR THERAPEUTICS AG NAMEN AKT
$10K
SCHHSCHWAB U.S. REIT ETF
$10K
DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND
$9K
IXP*ISHARES GLOBAL COMM SERVICES ETF
$9K
CTOCTO RLTY GROWTH INC NEW COM
$9K
ENQENTEGRIS INC COM
$9K
RGTIRIGETTI COMPUTING INC COMMON STOCK
$9K
JBLJABIL INC COM
$9K
MLPXGLOBAL X MLP & ENERGY INFRASTRUCTURE ETF
$9K
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
$9K
SPYDSPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
$9K
SDVYFIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
$9K
LYVLIVE NATION ENTERTAINMENT INC COM
$9K
IEURISHARES CORE MSCI EUROPE ETF
$9K
AAXJISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF
$9K
CLFCLEVELAND-CLIFFS INC NEW COM
$9K
USHYISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
$9K
VKTXVIKING THERAPEUTICS INC COM
$9K
INMDINMODE LTD SHS
$9K
CSRCENTERSPACE COM
$9K
CMBTCMB.TECH NV SHS
$9K
FT2FIRST HORIZON CORPORATION COM
$9K
FVIFORTUNA MNG CORP COM NEW
$9K
MPWRMONOLITHIC PWR SYS INC COM
$9K
XHESPDR S&P HEALTH CARE EQUIPMENT ETF
$9K
AQLTISHARES U.S. TREASURY BOND ETF
$9K
NMFCNEW MTN FIN CORP COM
$9K
SCHPSCHWAB US TIPS ETF
$9K
TWLOTWILIO INC CL A
$9K
IWOISHARES RUSSELL 2000 GROWTH ETF
$9K
VMCVULCAN MATLS CO COM
$8K
OPRAOPERA LTD SPONSORED ADS
$8K
CFOVICTORYSHARES US 500 ENHANCED VOLATILITY WTD ETF
$8K
ARESARES MANAGEMENT CORPORATION CL A COM STK
$8K
ALLYALLY FINL INC COM
$8K
FANGDIAMONDBACK ENERGY INC COM
$8K
FFICFLUSHING FINL CORP COM
$8K
BGBUNGE GLOBAL SA COM SHS
$8K
KRGKITE RLTY GROUP TR COM NEW
$8K
ROKROCKWELL AUTOMATION INC COM
$8K
GPCGENUINE PARTS CO COM
$8K
SOLZSOLANA ETF
$8K
MNROMONRO INC COM
$8K
DFASDIMENSIONAL U.S. SMALL CAP ETF
$8K
XMLVINVESCO S&P MIDCAP LOW VOLATILITY ETF
$8K
CBCVR ENERGY INC COM
$8K
VAWVANGUARD MATERIALS ETF
$8K
KGCKINROSS GOLD CORP COM
$8K
PWVINVESCO LARGE CAP VALUE ETF
$8K
DLSWISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND
$8K
HRLHORMEL FOODS CORP COM
$8K
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF
$8K
WF2WINTRUST FINL CORP COM
$8K
HUTHUT 8 CORP COM
$8K
WSRWHITESTONE REIT COM
$8K
DJTWWTRUMP MEDIA & TECHNOLOGY GROUP WT EXP 032529
$8K
IBNDSPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF
$7K
HPHELMERICH & PAYNE INC COM
$7K
WYNNWYNN RESORTS LTD COM
$7K
EQREQUITY RESIDENTIAL SH BEN INT
$7K
BHPBHP GROUP LTD SPONSORED ADS
$7K
EXGEATON VANCE TAX ADVT DIV INCM COM
$7K
SCCOSOUTHERN COPPER CORP COM
$7K
KGSKODIAK GAS SVCS INC COM
$7K
DMLPDORCHESTER MINERALS LP COM UNIT
$7K
BOTZGLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF
$7K
PHYLPGIM ACTIVE HIGH YIELD BOND ETF
$7K
RKTROCKET COS INC COM CL A
$7K
PNWPINNACLE WEST CAP CORP COM
$7K
XHRXENIA HOTELS & RESORTS INC COM
$7K
TGTXTG THERAPEUTICS INC COM
$7K
KYNKAYNE ANDERSON ENERGY INFRSTR COM
$7K
PFFRINFRACAP REIT PREFERRED ETF
$7K
THQABRDN HEALTHCARE OPPORTUNITIES SHS
$7K
TPVGTRIPLEPOINT VENTURE GROWTH BDC COM
$7K
SWSMURFIT WESTROCK PLC SHS
$7K
MLB1MERCADOLIBRE INC COM
$7K
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