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)
| Stock | Value |
|---|---|
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $102K |
BSXBOSTON SCIENTIFIC CORP COM | $102K |
HYLBXTRACKERS USD HIGH YIELD CORPORATE BOND ETF | $101K |
BWXTBWX TECHNOLOGIES INC COM | $100K |
MDLZMONDELEZ INTL INC CL A | $100K |
STWDSTARWOOD PPTY TR INC COM | $99K |
SNPSSYNOPSYS INC COM | $98K |
ICSHISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $98K |
XRXXEROX HOLDINGS CORP COM NEW | $98K |
MARMARRIOTT INTL INC NEW CL A | $97K |
UIUBIQUITI INC COM | $97K |
GSYINVESCO ULTRA SHORT DURATION ETF | $97K |
ARMKARAMARK COM | $96K |
SCHWSCHWAB CHARLES CORP COM | $95K |
BLKBLACKROCK INC COM | $95K |
RCLROYAL CARIBBEAN GROUP COM | $94K |
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $93K |
BXMTBLACKSTONE MTG TR INC COM CL A | $92K |
FIGBFIDELITY INVESTMENT GRADE BOND ETF | $92K |
ETRENTERGY CORP NEW COM | $91K |
UGIUGI CORP NEW COM | $90K |
MDTMEDTRONIC PLC SHS | $90K |
CCOCAMECO CORP COM | $90K |
PYPLPAYPAL HLDGS INC COM | $90K |
VLUEISHARES MSCI USA VALUE FACTOR ETF | $90K |
ASTSAST SPACEMOBILE INC COM CL A | $90K |
BINCISHARES FLEXIBLE INCOME ACTIVE ETF | $88K |
SAICSCIENCE APPLICATIONS INTL CORP COM | $88K |
COINCOINBASE GLOBAL INC COM CL A | $87K |
AZNASTRAZENECA PLC SPONSORED ADR | $87K |
CRWDCROWDSTRIKE HLDGS INC CL A | $87K |
APAMARTISAN PARTNERS ASSET MGMT IN CL A | $86K |
DTHWISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND | $86K |
MSMMSC INDL DIRECT INC CL A | $86K |
TDIVFIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $85K |
EXREXTRA SPACE STORAGE INC COM | $85K |
GMGENERAL MTRS CO COM | $85K |
AMATAPPLIED MATLS INC COM | $84K |
CLCOLGATE PALMOLIVE CO COM | $84K |
IEFISHARES 7-10 YEAR TREASURY BOND ETF | $84K |
COWZPACER US CASH COWS 100 ETF | $84K |
CBCHUBB LIMITED COM | $83K |
KVUEKENVUE INC COM | $83K |
OXYOCCIDENTAL PETE CORP COM | $82K |
TMUST-MOBILE US INC COM | $82K |
NCLHNORWEGIAN CRUISE LINE HLDG LTD SHS | $82K |
FYBRFRONTIER COMMUNICATIONS PARENT COM | $82K |
IBITISHARES BITCOIN TRUST ETF | $81K |
FASTFASTENAL CO COM | $81K |
RSPUINVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF | $81K |
HSYHERSHEY CO COM | $80K |
ESGEISHARES ESG AWARE MSCI EM ETF | $80K |
EEMISHARES MSCI EMERGING MARKETS ETF | $80K |
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF | $79K |
IYY*ISHARES DOW JONES U.S. ETF | $79K |
FSLRFIRST SOLAR INC COM | $79K |
GSGISHARES S&P GSCI COMMODITY INDEXED TRUST | $79K |
VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF | $78K |
ABRARBOR REALTY TRUST INC COM | $78K |
PFDFLAHERTY & CRUMRINE PFD INCOME COM | $78K |
DWDMORGAN STANLEY COM NEW | $77K |
COFCAPITAL ONE FINL CORP COM | $76K |
SILASILA REALTY TRUST INC COMMON STOCK | $76K |
A4SAMERIPRISE FINL INC COM | $76K |
AMTAMERICAN TOWER CORP NEW COM | $75K |
XGDVXGABELLI DIVID & INCOME TR COM | $75K |
HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $75K |
APHAMPHENOL CORP NEW CL A | $74K |
DJTTRUMP MEDIA & TECHNOLOGY GROUP COM | $74K |
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $73K |
ULTAULTA BEAUTY INC COM | $73K |
VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $73K |
USBUS BANCORP DEL COM NEW | $73K |
VVVANGUARD LARGE-CAP ETF | $72K |
ITWILLINOIS TOOL WKS INC COM | $72K |
CALFPACER US SMALL CAP CASH COWS ETF | $72K |
VRTVERTIV HOLDINGS CO COM CL A | $71K |
ILFISHARES LATIN AMERICA 40 ETF | $71K |
LUMNLUMEN TECHNOLOGIES INC COM | $71K |
DBAINVESCO DB AGRICULTURE FUND | $71K |
PPAINVESCO AEROSPACE & DEFENSE ETF | $71K |
CTVACORTEVA INC COM | $71K |
CCLCARNIVAL CORP PAIRED CTF | $70K |
FSKFS KKR CAP CORP COM | $70K |
XEVVXEATON VANCE LIMITED DURATION I COM | $70K |
CRWVCOREWEAVE INC COM CL A | $70K |
TMOTHERMO FISHER SCIENTIFIC INC COM | $70K |
IRTINDEPENDENCE RLTY TR INC COM | $69K |
CHDCHURCH & DWIGHT CO INC COM | $69K |
KMBKIMBERLY-CLARK CORP COM | $69K |
IXCISHARES GLOBAL ENERGY ETF | $69K |
NVRNVR INC COM | $69K |
ZOMDFZOMEDICA CORP COM | $68K |
MTDMETTLER TOLEDO INTERNATIONAL COM | $68K |
DELLDELL TECHNOLOGIES INC CL C | $68K |
BTCGRAYSCALE BITCOIN MINI TRUST ETF | $67K |
CMICUMMINS INC COM | $67K |
MRSHMARSH & MCLENNAN COS INC COM | $67K |
AFRMAFFIRM HLDGS INC COM CL A | $66K |
WYWEYERHAEUSER CO MTN BE COM NEW | $66K |