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)

StockValue
SKYCHAMPION HOMES INC COM
$11K
XBISTATE STREET SPDR S&P BIOTECH ETF
$11K
MMINNYLI MACKAY MUNI INSURED ETF
$11K
TWSTTWIST BIOSCIENCE CORP COM
$11K
MARAMARA HOLDINGS INC COM
$11K
CTSCTS CORP COM
$11K
KLICKULICKE & SOFFA INDS INC COM
$11K
JQUAJPMORGAN U.S. QUALITY FACTOR ETF
$11K
CANGCANGO INC ORD CL A
$11K
RUNSUNRUN INC COM
$11K
NMZNUVEEN MUN HIGH INCOME OPPORTU COM
$11K
AIPIREX AI EQUITY PREMIUM INCOME ETF
$11K
URBNURBAN OUTFITTERS INC COM
$11K
BUGGLOBAL X CYBERSECURITY ETF
$11K
VMCVULCAN MATLS CO COM
$11K
OI*O-I GLASS INC COM
$11K
RIOTRIOT PLATFORMS INC COM
$11K
LYVLIVE NATION ENTERTAINMENT INC COM
$11K
TSCOTRACTOR SUPPLY CO COM
$10K
ENVAENOVA INTL INC COM
$10K
FSCOFS CREDIT OPPORTUNITIES CORP COMMON STOCK
$10K
IBDXISHARES IBONDS DEC 2032 TERM CORPORATE ETF
$10K
UEURBAN EDGE PPTYS COM
$10K
TRMKTRUSTMARK CORP COM
$10K
XSSPXNUVEEN S&P 500 DYNAMIC OVERWRI COM
$10K
RTHVANECK RETAIL ETF
$10K
FHBFIRST HAWAIIAN INC COM
$10K
GOLFACUSHNET HLDGS CORP COM
$10K
FEMBFIRST TRUST EMERGING MARKETS LOCAL CURRENCY BOND ETF
$10K
TANINVESCO SOLAR ETF
$10K
JXIISHARES GLOBAL UTILITIES ETF
$10K
LGNDLIGAND PHARMACEUTICALS INC COM NEW
$10K
ICSHISHARES ULTRA SHORT DURATION BOND ACTIVE ETF
$10K
UTFCOHEN & STEERS INFRASTRUCTURE COM
$10K
SCHPSCHWAB US TIPS ETF
$10K
ACLSAXCELIS TECHNOLOGIES INC COM NEW
$10K
AZTAAZENTA INC COM
$10K
SSFSENSIENT TECHNOLOGIES CORP COM
$10K
TXG10X GENOMICS INC CL A COM
$10K
WTVWISDOMTREE US VALUE FUND OF BENEF INTEREST
$10K
BLVVANGUARD LONG-TERM BOND ETF
$10K
RSPHINVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF
$10K
SDVYFIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
$10K
IBRXIMMUNITYBIO INC COM
$10K
ESEESCO TECHNOLOGIES INC COM
$10K
USDPROSHARES ULTRA SEMICONDUCTORS
$10K
FIGFIGMA INC CLASS A COM STK
$10K
PEYINVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF
$10K
ZWSZURN ELKAY WATER SOLNS CORP COM
$10K
OVMOVERLAY SHARES MUNICIPAL BOND ETF
$10K
DIODDIODES INC COM
$10K
BMEZBLACKROCK HEALTH SCIENCES TERM COM SHS
$10K
RTAIRAREVIEW TAX ADVANTAGED INCOME ETF
$10K
VIOGVANGUARD S&P SMALL-CAP 600 GROWTH ETF
$10K
DFINDONNELLEY FINL SOLUTIONS INC COM
$10K
PATNPACER NASDAQ INTERNATIONAL PATENT LEADERS ETF
$10K
QEFASPDR MSCI EAFE STRATEGICFACTORS ETF
$10K
EPRTESSENTIAL PPTYS RLTY TR INC COM
$10K
HYDVANECK HIGH YIELD MUNI ETF
$10K
LENLENNAR CORP CL A
$10K
GNRSPDR S&P GLOBAL NATURAL RESOURCES ETF
$10K
FMHIFIRST TRUST MUNICIPAL HIGH INCOME ETF
$10K
SPESPECIAL OPPORTUNITIES FD INC COM
$10K
PIPRPIPER SANDLER COMPANIES COM
$10K
HMNHORACE MANN EDUCATORS CORP NEW COM
$10K
ALGTALLEGIANT TRAVEL CO COM
$10K
FVIFORTUNA MNG CORP COM NEW
$10K
GRIDFIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX
$9K
LBRTLIBERTY ENERGY INC COM CL A
$9K
BDNBRANDYWINE RLTY TR SH BEN INT NEW
$9K
HYBLSTATE STREET BLACKSTONE HIGH INCOME ETF
$9K
CWKCUSHMAN AND WAKEFIELD LTD COMMON SHARES
$9K
FTDRFRONTDOOR INC COM
$9K
BOXBOX INC CL A
$9K
WSRWHITESTONE REIT COM
$9K
SOLSSOLSTICE ADVANCED MATLS INC COM SHS
$9K
IFFINTERNATIONAL FLAVORS&FRAGRANC COM
$9K
BB4AXOS FINANCIAL INC COM
$9K
PKSTPEAKSTONE REALTY TRUST COMMON SHARES
$9K
BANXARROWMARK FINANCIAL CORP COM
$9K
FDDFIRST TRUST STOXX EUROPEAN SELECT DIVIDEND INDEX FUND
$9K
BGXBLACKSTONE LONG SHORT CR INCOM COM SHS BN INT
$9K
ATGEADTALEM GLOBAL ED INC COM
$9K
ACMAECOM COM
$9K
UMHUMH PPTYS INC COM
$9K
FFICFLUSHING FINL CORP COM
$9K
AWGASBURY AUTOMOTIVE GROUP INC COM
$9K
PHPNGALECTIN THERAPEUTICS INC COM NEW
$9K
BUFQFT VEST LADDERED NASDAQ BUFFER ETF
$9K
IYMISHARES U.S. BASIC MATERIALS ETF
$9K
OSISOSI SYSTEMS INC COM
$9K
BNOVINNOVATOR U.S. EQUITY BUFFER ETF - NOVEMBER
$9K
MNSTMONSTER BEVERAGE CORP NEW COM
$9K
ALLYALLY FINL INC COM
$9K
PTENPATTERSON-UTI ENERGY INC COM
$9K
VUZIVUZIX CORP COM NEW
$9K
EENI S P A SPONSORED ADR
$9K
MTRNMATERION CORP COM
$9K
MSTYYIELDMAX MSTR OPTION INCOME STRATEGY ETF
$9K
JOEST JOE CO COM
$9K
PreviousPage 15 of 26Next