Sound Income Strategies, LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.2 Billion distributed in 1349 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Hercules Capital, Inc. with a value of $49M, Sixth Street Specialty Lending, Inc. with a value of $44.4M, Golub Capital Bdc, Inc. with a value of $44.3M, Ares Capital Corp with a value of $42.9M, and Ishares 0 5 Year High Yield CO with a value of $42.8M.

Examining the 13F form we can see an increase of $103M in the current position value, from $1.1B to 1.2B. Also it can be appreciated an additional of 164 stocks purchases and 3 closed positions.

Below you can find more details about Sound Income Strategies, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.2 Billion
Financial Services: $376 Million
ETFs: $247 Million
Real Estate: $116 Million
Healthcare: $86.5 Million
Technology: $84.5 Million
Communication Services: $61 Million
Consumer Cyclical: $59.8 Million
Energy: $55.9 Million
Other: $115 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 1,349
  • Current Value $1.2 Billion
  • Prior Value $1.1 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 164 stocks
  • Additional Purchases 400 stocks
  • Sold out of 3 stocks
  • Reduced holdings in 245 stocks
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