Sound Income Strategies, LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.56 Billion distributed in 1558 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Hercules Capital, Inc. with a value of $55.2M, Sixth Street Specialty Lending, Inc. with a value of $52.8M, Ares Capital Corp with a value of $52.7M, Golub Capital Bdc, Inc. with a value of $48.2M, and Ishares 0 5 Year High Yield CO with a value of $43.6M.
Examining the 13F form we can see an increase of $97.1M in the current position value, from $1.47B to 1.56B.
Also it can be appreciated an additional of 182 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
$1.56 Billion
Financial Services: $498 Million
ETFs: $331 Million
Real Estate: $165 Million
Technology: $94.8 Million
Consumer Cyclical: $92.9 Million
Healthcare: $88.3 Million
Communication Services: $70.9 Million
Energy: $59.6 Million
Other: $162 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
