Sound Income Strategies, LLC Portfolio Holdings

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.