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
EMREMERSON ELEC CO COM
$215K
FXGFIRST TRUST CONSUMER STAPLES ALPHADEX FUND
$215K
HCAHCA HEALTHCARE INC COM
$215K
KCESTATE STREET SPDR S&P CAPITAL MARKETS ETF
$213K
IXJISHARES GLOBAL HEALTHCARE ETF
$213K
TMFCMOTLEY FOOL 100 INDEX ETF
$213K
SMCISUPER MICRO COMPUTER INC COM NEW
$211K
MPLXMPLX LP COM UNIT REP LTD
$211K
VCRVANGUARD CONSUMER DISCRETIONARY ETF
$211K
URIUNITED RENTALS INC COM
$210K
ASMLASML HOLDING N V N Y REGISTRY SHS
$210K
EDCONSOLIDATED EDISON INC COM
$206K
MODMODINE MFG CO COM
$205K
INTUINTUIT COM
$205K
BXBLACKSTONE INC COM
$203K
IWYISHARES RUSSELL TOP 200 GROWTH ETF
$202K
REZISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF
$201K
FEOEFIRST EAGLE OVERSEAS EQUITY ETF
$201K
IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
$200K
UBERUBER TECHNOLOGIES INC COM
$199K
XLISTATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
$199K
IYJISHARES U.S. INDUSTRIALS ETF
$197K
FEGEFIRST EAGLE GLOBAL EQUITY ETF
$197K
FYCFIRST TRUST SMALL CAP GROWTH ALPHADEX FUND
$197K
FGF&G ANNUITIES & LIFE INC COMMON STOCK
$197K
BPBP PLC SPONSORED ADR
$196K
MGVVANGUARD MEGA CAP VALUE ETF
$196K
CPSJCALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF JULY
$195K
FOCTFT VEST U.S. EQUITY BUFFER ETF - OCTOBER
$195K
BBARRICK MNG CORP COM SHS
$194K
FSIGFIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF
$193K
AFGAMERICAN FINL GROUP INC OHIO COM
$192K
IGPTINVESCO AI AND NEXT GEN SOFTWARE ETF
$191K
USIGISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
$188K
DAPRFT VEST U.S. EQUITY DEEP BUFFER ETF - APRIL
$188K
LHXL3HARRIS TECHNOLOGIES INC COM
$187K
FNXFIRST TRUST MID CAP CORE ALPHADEX FUND
$186K
XELXCEL ENERGY INC COM
$184K
FFEBFT VEST U.S. EQUITY BUFFER FUND - FEBRUARY
$184K
COINCOINBASE GLOBAL INC COM CL A
$183K
IWDISHARES RUSSELL 1000 VALUE ETF
$183K
FCGFIRST TRUST NATURAL GAS ETF
$183K
IWMISHARES RUSSELL 2000 ETF
$181K
NDSNNORDSON CORP COM
$179K
GLXYGALAXY DIGITAL INC. CL A
$178K
VBKVANGUARD SMALL-CAP GROWTH ETF
$177K
SNOWSNOWFLAKE INC COM SHS
$177K
MKLMARKEL GROUP INC COM
$177K
RDVYFIRST TRUST RISING DIVIDEND ACHIEVERS ETF
$177K
DTEDTE ENERGY CO COM
$177K
TTWOTAKE-TWO INTERACTIVE SOFTWARE COM
$175K
ETNEATON CORP PLC SHS
$175K
IBBISHARES BIOTECHNOLOGY ETF
$174K
NADNUVEEN QUALITY MUNCP INCOME FD COM
$174K
VSTVISTRA CORP COM
$174K
ICEINTERCONTINENTAL EXCHANGE INC COM
$174K
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND
$172K
PPGPPG INDS INC COM
$172K
PECOPHILLIPS EDISON & CO INC COMMON STOCK
$171K
ROBTFIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF
$171K
ADBEADOBE INC COM
$171K
FNDFSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
$170K
MUBISHARES NATIONAL MUNI BOND ETF
$170K
BMYBRISTOL-MYERS SQUIBB CO COM
$169K
COFCAPITAL ONE FINL CORP COM
$168K
LEGRFIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF
$168K
TXNTEXAS INSTRS INC COM
$168K
FPEIFIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF
$164K
ALABASTERA LABS INC COM
$164K
FSKFS KKR CAP CORP COM
$164K
GILDGILEAD SCIENCES INC COM
$162K
RFREGIONS FINANCIAL CORP NEW COM
$160K
FYXFIRST TRUST SMALL CAP CORE ALPHADEX FUND
$160K
KBWPINVESCO KBW PROPERTY & CASUALTY INSURANCE ETF
$159K
TLTISHARES 20 YEAR TREASURY BOND ETF
$159K
AHHARMADA HOFFLER PPTYS INC COM
$159K
FEXFIRST TRUST LARGE CAP CORE ALPHADEX FUND
$158K
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
$158K
SNDKSANDISK CORP COM
$158K
MARMARRIOTT INTL INC NEW CL A
$157K
JAAAJANUS HENDERSON AAA CLO ETF
$157K
DFUVDIMENSIONAL US MARKETWIDE VALUE ETF
$156K
IYCISHARES U.S. CONSUMER DISCRETIONARY ETF
$154K
PNCPNC FINL SVCS GROUP INC COM
$153K
CATYCATHAY GEN BANCORP COM
$152K
ACNACCENTURE PLC IRELAND SHS CLASS A
$151K
GAINGLADSTONE INVT CORP COM
$151K
AZNASTRAZENECA PLC SPONSORED ADR
$149K
WMWASTE MGMT INC DEL COM
$147K
RCLROYAL CARIBBEAN GROUP COM
$146K
TMUST-MOBILE US INC COM
$145K
QCOMQUALCOMM INC COM
$145K
TLTINEOS ENHANCED INCOME 20 YEAR TREASURY BOND ETF
$144K
UNPUNION PAC CORP COM
$143K
GLADGLADSTONE CAP CORP COM NEW
$143K
SHELSHELL PLC SPON ADS
$143K
KKRKKR & CO INC COM
$142K
JJACOBS SOLUTIONS INC COM
$141K
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF
$141K
FHLCFIDELITY MSCI HEALTH CARE INDEX ETF
$140K
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