Sound Income Strategies, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.63 Billion distributed in 1609 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Sixth Street Specialty Lending, Inc. with a value of $57.3M, Ares Capital Corp with a value of $53.9M, Hercules Capital, Inc. with a value of $53.6M, Golub Capital Bdc, Inc. with a value of $48.5M, and Owl Rock Capital Corp with a value of $44.1M.
Examining the 13F form we can see an increase of $67.1M in the current position value, from $1.56B to 1.63B.
Also it can be appreciated an additional of 195 stocks purchases and 4 closed positions.
Below you can find more details about Sound Income Strategies, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.63 Billion
Financial Services: $539 Million
ETFs: $342 Million
Real Estate: $171 Million
Technology: $109 Million
Consumer Cyclical: $81.6 Million
Healthcare: $77.3 Million
Communication Services: $73.7 Million
Energy: $63 Million
Other: $173 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
