Sound Income Strategies, LLC has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.27 Billion distributed in 1385 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Hercules Capital, Inc. with a value of $55M, Sixth Street Specialty Lending, Inc. with a value of $45.5M, Ares Capital Corp with a value of $44.6M, Golub Capital Bdc, Inc. with a value of $43.1M, and Ishares 0 5 Year High Yield CO with a value of $41.9M.
Examining the 13F form we can see an increase of $71M in the current position value, from $1.2B to 1.27B.
Also it can be appreciated an additional of 171 stocks purchases and 7 closed positions.
Below you can find more details about Sound Income Strategies, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.27 Billion
Financial Services: $406 Million
ETFs: $264 Million
Real Estate: $124 Million
Healthcare: $87.6 Million
Technology: $84.5 Million
Communication Services: $65.6 Million
Consumer Cyclical: $64.2 Million
Energy: $56.2 Million
Other: $121 Million
Stock Holdings Table Market Cap. of $200 Billions or more