Sound Income Strategies, LLC Portfolio Holdings
Sound Income Strategies, LLC
- $1.27 Billion
- Q2 2024
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 1,385
- Current Value $1.27 Billion
- Prior Value $1.2 Billion
- Filing
- Period Q2 2024
- Filing Date July 12, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 171 stocks
- Additional Purchases 374 stocks
- Sold out of 7 stocks
- Reduced holdings in 297 stocks