Sound Income Strategies, LLC has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.76 Billion distributed in 1701 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 $54.9M, Hercules Capital, Inc. with a value of $52.1M, Ares Capital Corp with a value of $50.6M, Golub Capital Bdc, Inc. with a value of $46.3M, and Owl Rock Capital Corp with a value of $45.4M.
Examining the 13F form we can see an increase of $126M in the current position value, from $1.63B to 1.76B.
Also it can be appreciated an additional of 266 stocks purchases and 1 closed positions.
Below you can find more details about Sound Income Strategies, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.76 Billion
Financial Services: $545 Million
ETFs: $367 Million
Real Estate: $191 Million
Technology: $106 Million
Energy: $105 Million
Communication Services: $95.3 Million
Consumer Cyclical: $92.5 Million
Healthcare: $84.9 Million
Other: $167 Million
Stock Holdings Table Market Cap. of Under $50 Millions
