Sound Income Strategies, LLC Q4 2025 Filing
Filed January 21, 2026
Portfolio Value
$2.1B
Holdings
2,516
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (2,516 positions)
| Stock | Value |
|---|---|
FEZSPDR EURO STOXX 50 ETF | $14K |
CDCVICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETF | $14K |
BKUBANKUNITED INC COM | $14K |
ROKROCKWELL AUTOMATION INC COM | $14K |
IVZINVESCO S&P MIDCAP 400 GARP ETF | $13K |
REGLPROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF | $13K |
KWRQUAKER HOUGHTON COM | $13K |
HLHECLA MNG CO COM | $13K |
BBIOBRIDGEBIO PHARMA INC COM | $13K |
BBTBEACON FINANCIAL CORP. COM | $13K |
FNDASCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | $13K |
JSMDJANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF | $13K |
CAKECHEESECAKE FACTORY INC COM | $13K |
ORIOLD REP INTL CORP COM | $13K |
MAAMID-AMER APT CMNTYS INC COM | $13K |
JOYTJPMORGAN U.S. TECH LEADERS ETF | $13K |
RAASMI 3FOURTEEN REAL ASSET ALLOCATION ETF | $13K |
WHRWHIRLPOOL CORP COM | $13K |
WTWISDOMTREE INC COM | $13K |
SCLSTEPAN CO COM | $13K |
UISUNISYS CORP COM NEW | $13K |
CNRCORE NATURAL RESOURCES INC COM SHS | $13K |
JBLJABIL INC COM | $13K |
EATBRINKER INTL INC COM | $13K |
ARKBARK 21SHARES BITCOIN ETF | $13K |
MASMASCO CORP COM | $13K |
ROIVROIVANT SCIENCES LTD SHS | $13K |
PSNPARSONS CORP DEL COM | $13K |
PNFPPINNACLE FINL PARTNERS INC COM | $13K |
JBHTHUNT J B TRANS SVCS INC COM | $13K |
DRIDARDEN RESTAURANTS INC COM | $13K |
INSWINTERNATIONAL SEAWAYS INC COM | $12K |
XHRXENIA HOTELS & RESORTS INC COM | $12K |
AZZAZZ INC COM | $12K |
MDGLMADRIGAL PHARMACEUTICALS INC COM | $12K |
KXIISHARES GLOBAL CONSUMER STAPLES ETF | $12K |
EFAVISHARES MSCI EAFE MIN VOL FACTOR ETF | $12K |
QSRRESTAURANT BRANDS INTL INC COM | $12K |
MGNXMACROGENICS INC COM | $12K |
HUTHUT 8 CORP COM | $12K |
TRFKPACER DATA AND DIGITAL REVOLUTION ETF | $12K |
MRVLMARVELL TECHNOLOGY INC COM | $12K |
IQIINVESCO QUALITY MUN INCOME TR COM | $12K |
GKOSGLAUKOS CORP COM | $12K |
AVBAVALONBAY CMNTYS INC COM | $12K |
RSPMINVESCO S&P 500 EQUAL WEIGHT MATERIALS ETF | $12K |
FIDFIRST TRUST S&P INTERNATIONAL DIVIDEND ARISTOCRATS ETF | $12K |
AVSUAVANTIS RESPONSIBLE U.S. EQUITY ETF | $12K |
EMBCEMBECTA CORP COMMON STOCK | $12K |
IFVFIRST TRUST DORSEY WRIGHT INTERNATIONAL FOCUS 5 ETF | $12K |
BEAMBEAM THERAPEUTICS INC COM | $12K |
HYMBSTATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $12K |
RYROYAL BK CDA COM | $12K |
ATOATMOS ENERGY CORP COM | $12K |
GAEMSIMPLIFY GAMMA EMERGING MARKET BOND ETF | $12K |
FNDBSCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF | $12K |
CPCANADIAN PACIFIC KANSAS CITY COM | $12K |
MNROMONRO INC COM | $12K |
PDTHANCOCK JOHN PREM DIVID FD COM SH BEN INT | $12K |
IYGISHARES US FINANCIAL SERVICES ETF | $12K |
GRBKGREEN BRICK PARTNERS INC COM | $12K |
QCLNFIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND | $12K |
TTDTHE TRADE DESK INC COM CL A | $12K |
AUPHAURINIA PHARMACEUTICALS INC COM | $12K |
APLSAPELLIS PHARMACEUTICALS INC COM | $12K |
ECLECOLAB INC COM | $12K |
FDMFIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND | $12K |
AVTAVNET INC COM | $12K |
EMBJEMBRAER S.A. SPONSORED ADS | $12K |
HCCWARRIOR MET COAL INC COM | $12K |
TEMTEMPUS AI INC CL A | $12K |
QGROAMERICAN CENTURY U.S. QUALITY GROWTH ETF | $12K |
STIPISHARES 0-5 YEAR TIPS BOND ETF | $12K |
NMIHNMI HLDGS INC COM | $12K |
TFPMTRIPLE FLAG PRECIOUS METAL COM | $11K |
AIGAMERICAN INTL GROUP INC COM NEW | $11K |
NWENORTHWESTERN ENERGY GROUP INC COM NEW | $11K |
RIOTRIOT PLATFORMS INC COM | $11K |
URBNURBAN OUTFITTERS INC COM | $11K |
CMBTCMB.TECH NV SHS | $11K |
EEMVISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | $11K |
MARAMARA HOLDINGS INC COM | $11K |
RUNSUNRUN INC COM | $11K |
MMINNYLI MACKAY MUNI INSURED ETF | $11K |
ALAIR LEASE CORP CL A | $11K |
TWSTTWIST BIOSCIENCE CORP COM | $11K |
BANCBANC OF CALIFORNIA INC COM | $11K |
NDAQNASDAQ INC COM | $11K |
NMZNUVEEN MUN HIGH INCOME OPPORTU COM | $11K |
REGREGENCY CTRS CORP COM | $11K |
NKENIKE INC CL B | $11K |
WELLWELLTOWER INC COM | $11K |
RDNTRADNET INC COM | $11K |
CTSCTS CORP COM | $11K |
CCCHEMOURS CO COM | $11K |
VMCVULCAN MATLS CO COM | $11K |
BUGGLOBAL X CYBERSECURITY ETF | $11K |
CTOCTO RLTY GROWTH INC NEW COM | $11K |
SKYCHAMPION HOMES INC COM | $11K |
KLICKULICKE & SOFFA INDS INC COM | $11K |