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
JMBSJANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF
$42K
AMEAMETEK INC COM
$41K
IYFISHARES U.S. FINANCIALS ETF
$41K
AGFIRST MAJESTIC SILVER CORP COM
$41K
CLMCORNERSTONE STRATEGIC INVESTME COM
$41K
REAXTHE REAL BROKERAGE INC COM NEW
$41K
DVNDEVON ENERGY CORP NEW COM
$41K
DFIVDIMENSIONAL INTERNATIONAL VALUE ETF
$41K
LRCXLAM RESEARCH CORP COM NEW
$41K
SYKSTRYKER CORPORATION COM
$41K
ALLEALLEGION PLC ORD SHS
$41K
SLYVSPDR S&P 600 SMALL CAP VALUE ETF
$40K
IXNISHARES GLOBAL TECH ETF
$40K
ALTLPACER LUNT LARGE CAP ALTERNATOR ETF
$40K
BSVVANGUARD SHORT-TERM BOND ETF
$40K
WINNHARBOR LONG-TERM GROWERS ETF
$40K
VXFVANGUARD EXTENDED MARKET ETF
$40K
GDGENERAL DYNAMICS CORP COM
$40K
ETHAISHARES ETHEREUM TRUST ETF
$40K
QC10FLAGSTAR FINANCIAL INC COM NEW
$39K
FCXFREEPORT-MCMORAN INC CL B
$39K
DASHDOORDASH INC CL A
$39K
SOUNSOUNDHOUND AI INC CLASS A COM
$39K
WESWESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT
$39K
NTRANATERA INC COM
$39K
SPGIS&P GLOBAL INC COM
$39K
VODVODAFONE GROUP PLC NEW SPONSORED ADR
$39K
ADIANALOG DEVICES INC COM
$39K
SCHASCHWAB U.S. SMALL-CAP ETF
$39K
JXNJACKSON FINANCIAL INC COM CL A
$38K
GHGUARDANT HEALTH INC COM
$38K
KEYKEYCORP COM
$38K
FCOMFIDELITY MSCI COMMUNICATION SERVICES INDEX ETF
$38K
ZTSZOETIS INC CL A
$38K
IJKISHARES S&P MID-CAP 400 GROWTH ETF
$38K
VDEVANGUARD ENERGY ETF
$38K
TRVTRAVELERS COMPANIES INC COM
$38K
HPIHANCOCK JOHN PFD INCOME FD SH BEN INT
$38K
TECHBIO-TECHNE CORP COM
$37K
FHLCFIDELITY MSCI HEALTH CARE INDEX ETF
$37K
6RJ0ROCKET LAB CORP COM
$37K
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
$37K
HIWHIGHWOODS PPTYS INC COM
$37K
DKSDICKS SPORTING GOODS INC COM
$37K
PFNPIMCO INCOME STRATEGY FD II COM
$36K
EXASEXACT SCIENCES CORP COM
$36K
PBFPBF ENERGY INC CL A
$36K
THGHANOVER INS GROUP INC COM
$36K
FDXFEDEX CORP COM
$36K
NUVNUVEEN MUN VALUE FD INC COM
$36K
BLOKAMPLIFY TRANSFORMATIONAL DATA SHARING ETF
$36K
IEIISHARES 3-7 YEAR TREASURY BOND ETF
$36K
PPLPPL CORP COM
$35K
AREALEXANDRIA REAL ESTATE EQ INC COM
$35K
WTRGESSENTIAL UTILS INC COM
$35K
YUMCYUM CHINA HLDGS INC COM
$35K
NBISNEBIUS GROUP N.V. SHS CLASS A
$35K
CMGCHIPOTLE MEXICAN GRILL INC COM
$35K
FDUSFIDUS INVT CORP COM
$35K
TLTISHARES 20 YEAR TREASURY BOND ETF
$35K
VENVENTAS INC COM
$35K
WFRDWEATHERFORD INTL PLC ORD SHS
$35K
WELLWELLTOWER INC COM
$35K
PDTHANCOCK JOHN PREM DIVID FD COM SH BEN INT
$35K
SPOTSPOTIFY TECHNOLOGY S A SHS
$34K
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF
$34K
XFOFXCOHEN & STEERS CLOSED-END OPPO COM
$34K
SCHOSCHWAB SHORT-TERM US TREASURY ETF
$34K
DTMDT MIDSTREAM INC COMMON STOCK
$34K
SGOLABRDN PHYSICAL GOLD SHARES ETF
$34K
NVDXT-REX 2X LONG NVIDIA DAILY TARGET ETF
$34K
PAGPENSKE AUTOMOTIVE GRP INC COM
$34K
MGVVANGUARD MEGA CAP VALUE ETF
$33K
RINGISHARES MSCI GLOBAL GOLD MINERS ETF
$33K
SHYISHARES 1-3 YEAR TREASURY BOND ETF
$33K
FPEIFIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF
$33K
IUSGISHARES CORE S&P U.S. GROWTH ETF
$33K
BIPBROOKFIELD INFRAST PARTNERS LP LP INT UNIT
$33K
UNMUNUM GROUP COM
$33K
SIRISIRIUSXM HOLDINGS INC COMMON STOCK
$33K
AVUSAVANTIS U.S. EQUITY ETF
$33K
FUTYFIDELITY MSCI UTILITIES INDEX ETF
$32K
DHRDANAHER CORPORATION COM
$32K
VTWOVANGUARD RUSSELL 2000 ETF
$32K
CALMCAL MAINE FOODS INC COM NEW
$32K
JPCNUVEEN PFD & INCOME OPPORTUNIT COM
$32K
FAIFIRST TRUST DORSEY WRIGHT FOCUS 5 ETF
$32K
JHMMJOHN HANCOCK MULTIFACTOR MID CAP ETF
$32K
VCRVANGUARD CONSUMER DISCRETIONARY ETF
$32K
SMHVANECK SEMICONDUCTOR ETF
$31K
ASMLASML HOLDING N V N Y REGISTRY SHS
$31K
PTFINVESCO DORSEY WRIGHT TECHNOLOGY MOMENTUM ETF
$31K
BDXBECTON DICKINSON & CO COM
$31K
SCHESCHWAB EMERGING MARKETS EQUITY ETF
$31K
RIORIO TINTO PLC SPONSORED ADR
$31K
IETCISHARES U.S. TECH INDEPENDENCE FOCUSED ETF
$31K
WLKPWESTLAKE CHEM PARTNERS LP COM UNIT RP LP
$31K
RFREGIONS FINANCIAL CORP NEW COM
$31K
BUFRFT VEST LADDERED BUFFER ETF
$31K
BUYIELDMAX COIN OPTION INCOME STRATEGY ETF
$31K
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