Sound Income Strategies, LLC has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.4 Billion distributed in 1409 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Hercules Capital, Inc. with a value of $53.8M, Ares Capital Corp with a value of $46.4M, Sixth Street Specialty Lending, Inc. with a value of $44.8M, Golub Capital Bdc, Inc. with a value of $43.6M, and Ishares 0 5 Year High Yield CO with a value of $42.5M.
Examining the 13F form we can see an increase of $130M in the current position value, from $1.27B to 1.4B.
Also it can be appreciated an additional of 158 stocks purchases and 5 closed positions.
Below you can find more details about Sound Income Strategies, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.4 Billion
Financial Services: $426 Million
ETFs: $287 Million
Real Estate: $152 Million
Technology: $98.6 Million
Healthcare: $96.1 Million
Consumer Cyclical: $80.1 Million
Communication Services: $75.4 Million
Energy: $59.5 Million
Other: $127 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
