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.

Portfolio value $1.56 Billion
Financial Services: $498 Million
ETFs: $331 Million
Real Estate: $165 Million
Technology: $94.8 Million
Consumer Cyclical: $92.9 Million
Healthcare: $88.3 Million
Communication Services: $70.9 Million
Energy: $59.6 Million
Other: $162 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,558
  • Current Value $1.56 Billion
  • Prior Value $1.47 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 182 stocks
  • Additional Purchases 521 stocks
  • Sold out of 4 stocks
  • Reduced holdings in 230 stocks
Track This Portfolio

Track Sound Income Strategies, LLC Portfolio

Follow Sound Income Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound Income Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound Income Strategies, LLC with notifications on news.