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
SPSBSPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
$65K
AHRAMERICAN HEALTHCARE REIT INC COM SHS
$65K
IWSISHARES RUSSELL MID-CAP VALUE ETF
$65K
NGGNATIONAL GRID PLC SPONSORED ADR NE
$65K
XBOEXBLACKROCK ENHANCED GLOBAL DIVI COM
$65K
FALNISHARES FALLEN ANGELS USD BOND ETF
$64K
COPYTWEEDY BROWNE INSIDER VALUE ETF TRUST UNITS
$64K
FITBFIFTH THIRD BANCORP COM
$64K
NRANRG ENERGY INC COM NEW
$63K
USIGISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
$63K
SWKSTANLEY BLACK & DECKER INC COM
$63K
TMFCMOTLEY FOOL 100 INDEX ETF
$62K
DYHTARGET CORP COM
$62K
GILDGILEAD SCIENCES INC COM
$60K
OPITQOFFICE PPTYS INCOME TR COM SHS BEN INT
$60K
PEOEXELON CORP COM
$60K
STZCONSTELLATION BRANDS INC CL A
$60K
SKYYFIRST TRUST CLOUD COMPUTING ETF
$60K
COHRCOHERENT CORP COM
$60K
XSORXSOURCE CAPITAL COM SHS OF BEN I
$60K
FUNSIX FLAGS ENTERTAINMENT CORP COM
$59K
SCZISHARES MSCI EAFE SMALL-CAP ETF
$58K
HOLXHOLOGIC INC COM
$58K
EWZISHARES MSCI BRAZIL ETF
$57K
HN9HANESBRANDS INC COM
$56K
IYJISHARES U.S. INDUSTRIALS ETF
$56K
IXGISHARES GLOBAL FINANCIALS ETF
$55K
FBTCFIDELITY WISE ORIGIN BITCOIN FUND
$55K
PIEQPRINCIPAL INVESTMENT GRADE CORPORATE ACTIVE ETF
$55K
BIZDVANECK BDC INCOME ETF
$55K
PLDPROLOGIS INC. COM
$55K
RBLXROBLOX CORP CL A
$54K
PWRQUANTA SVCS INC COM
$54K
CIMCHIMERA INVT CORP COM SHS
$54K
BAXBAXTER INTL INC COM
$54K
IBBISHARES BIOTECHNOLOGY ETF
$53K
STIPISHARES 0-5 YEAR TIPS BOND ETF
$53K
EAGGISHARES ESG AWARE US AGGREGATE BOND ETF
$53K
GNLGLOBAL NET LEASE INC COM NEW
$53K
ADCAGREE RLTY CORP COM
$52K
BCCCGLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
$52K
VMIVALMONT INDS INC COM
$52K
VOXVANGUARD COMMUNICATION SERVICES ETF
$52K
HYDBISHARES HIGH YIELD SYSTEMATIC BOND ETF
$52K
FPFDFIDELITY PREFERRED SECURITIES & INCOME ETF
$52K
GOROGOLD RESOURCE CORP COM
$51K
VCEBVANGUARD ESG U.S. CORPORATE BOND ETF
$51K
IHIISHARES U.S. MEDICAL DEVICES ETF
$51K
NLYANNALY CAPITAL MANAGEMENT INC COM NEW
$51K
RVTROYCE SMALL CAP TRUST INC COM
$51K
KTOSKRATOS DEFENSE & SEC SOLUTIONS COM NEW
$51K
STAGSTAG INDL INC COM
$50K
APMUACTIVEPASSIVE INTERMEDIATE MUNICIPAL BOND ETF
$50K
GLDMSPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
$50K
IDUISHARES U.S. UTILITIES ETF
$50K
COKECOCA COLA CONS INC COM
$49K
WSBCWESBANCO INC COM
$49K
PSKYPARAMOUNT SKYDANCE CORP COM CL B
$49K
AMZAINFRACAP MLP ETF
$49K
XLGINVESCO S&P 500 TOP 50 ETF
$49K
ETHEGRAYSCALE ETHEREUM TRUST ETF
$49K
SCHKSCHWAB 1000 INDEX ETF
$48K
NXPNUVEEN SELECT TAX-FREE INCOME SH BEN INT
$48K
SPYMSPDR PORTFOLIO S&P 500 ETF
$48K
PANWPALO ALTO NETWORKS INC COM
$48K
JETSU.S. GLOBAL JETS ETF
$48K
CUKCARNIVAL PLC ADS
$48K
FIXCOMFORT SYS USA INC COM
$48K
TRMBTRIMBLE INC COM
$48K
SSBSOUTHSTATE BK CORP COM
$47K
CEGCONSTELLATION ENERGY CORP COM
$47K
FETHFIDELITY ETHEREUM FUND ETF
$47K
VOEVANGUARD MID-CAP VALUE ETF
$47K
DPZDOMINOS PIZZA INC COM
$47K
8CWCROWN CASTLE INC COM
$47K
DALDELTA AIR LINES INC DEL COM NEW
$47K
COPCONOCOPHILLIPS COM
$47K
BRD1EURMIND MEDICINE MINDMED INC COM NEW
$46K
MPTMEDICAL PPTYS TRUST INC COM
$46K
FTFFRANKLIN LTD DURATION INCOME T COM
$46K
PRFINVESCO RAFI US 1000 ETF
$46K
MCKMCKESSON CORP COM
$45K
VSGXVANGUARD ESG INTERNATIONAL STOCK ETF
$44K
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
$44K
BTZBLACKROCK CR ALLOCATION INCOME COM
$44K
ACHRARCHER AVIATION INC COM CL A
$43K
GOOXT-REX 2X LONG ALPHABET DAILY TARGET ETF
$43K
FISFIDELITY NATL INFORMATION SVCS COM
$43K
SPYVSPDR PORTFOLIO S&P 500 VALUE ETF
$43K
DC4DEXCOM INC COM
$43K
MOATVANECK MORNINGSTAR WIDE MOAT ETF
$42K
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF
$42K
GISGENERAL MLS INC COM
$42K
XETYXEATON VANCE TAX-MANAGED DIVERS COM
$42K
EOGEOG RES INC COM
$42K
IYEISHARES U.S. ENERGY ETF
$42K
FFC0OAKTREE SPECIALTY LENDING CORP COM
$42K
SLISTANDARD LITHIUM LTD COM
$42K
VTEBVANGUARD TAX-EXEMPT BOND ETF
$42K
SPLBSPDR PORTFOLIO LONG TERM CORPORATE BOND ETF
$42K
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