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CIK: 0001730960
Total reported value
$2.2B
$2.2B
1558 檔
11.5%
According to the latest 13F quarterly dataset, Sound Income Strategies, LLC managed an equity portfolio of $2.2B at the end of Q1 2025, spanning 1558 distinct U.S. exchange-listed positions.
In Q1 2025, Sound Income Strategies, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including HTGC, TSLX, ARCC) accounted for 11.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
HTGC
市值: $55.2M
Showing top 200 holdings (of 1558 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HTGC | Hercules Capital Inc | Stock-Financials | 3.26% | +0.22% | +2.10% | |
| 2 | TSLX | Sixth Street Specialty Lendi | Stock-Other | 3.12% | -0.16% | +2.42% | |
| 3 | ARCC | Ares Capital CORP | Stock-Financials | 3.11% | +0.02% | +2.79% | |
| 4 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 2.85% | -0.02% | +4.20% | |
| 5 | OBDC | Blue Owl Capital CORP | Stock-Financials | 2.73% | -0.02% | +4.27% | |
| 6 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 2.57% | -0.12% | +1.26% | |
| 7 | HYEM | Vaneck Emrg Mkts Hi Yld | ETF-Other | 2.41% | -0.10% | +1.68% | |
| 8 | PFLT | Pennantpark Floating Rate Ca | Stock-Other | 2.37% | -0.16% | +7.99% | |
| 9 | EMHY | Ishares J.p. Morgan Em High | ETF-Other | 2.30% | -0.09% | +2.18% | |
| 10 | BXSL | Blackstone Secured Lending F | Stock-Financials | 2.24% | — | +8.04% | |
| 11 | FXED | Sound Enhanced Fixed Income | ETF-Other | 2.01% | -0.01% | +1.79% | |
| 12 | ENB | Enbridge Inc | Stock-Energy | 1.71% | -0.06% | +3.41% | |
| 13 | C | Citigroup Inc | Stock-Financials | 1.53% | -0.37% | +4.04% | |
| 14 | ✓ | First Tr Exchng Traded Fd Vi | Stock-Other | 1.45% | — | -31.01% | |
| 15 | T | At&t Inc | Stock-Comm Services | 1.41% | -0.27% | -34.01% | |
| 16 | DIVY | Sound Equity Dividend Income | ETF-Other | 1.40% | -0.06% | +0.27% | |
| 17 | CSCO | Cisco Systems Inc | Stock-Tech | 1.36% | +0.05% | +3.16% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.25% | +0.09% | +7.01% | |
| 19 | IBM | Intl Business Machines CORP | Stock-Tech | 1.24% | +0.06% | -27.50% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 1.23% | +0.10% | +0.23% | |
| 21 | GEF-B | Greif Inc-cl B | Stock-Other | 1.19% | -0.03% | +3.33% | |
| 22 | PFE | Pfizer Inc | Stock-Healthcare | 1.18% | -0.23% | +3.42% | |
| 23 | MTB | M & T Bank CORP | Stock-Financials | 1.18% | +0.07% | +3.54% | |
| 24 | PFG | Principal Financial Group | Stock-Financials | 1.18% | +0.02% | +3.47% | |
| 25 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 1.17% | — | +3.61% | |
| 26 | OMC | Omnicom Group | Stock-Comm Services | 1.15% | -0.12% | +3.45% | |
| 27 | MAIN | Main Street Capital CORP | Stock-Financials | 1.12% | -0.16% | -2.34% | |
| 28 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.09% | +0.14% | +5.59% | |
| 29 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 1.09% | +0.02% | +8.51% | |
| 30 | VICI | Vici Properties Inc | Stock-Real Estate | 1.03% | -0.04% | +7.99% | |
| 31 | O | Realty Income CORP | Stock-Real Estate | 1.01% | -0.03% | +9.52% | |
| 32 | ES | Eversource Energy | Stock-Utilities | 0.98% | -0.03% | +3061.64% | |
| 33 | GLPI | Gaming And Leisure Propertie | Stock-Real Estate | 0.97% | -0.02% | +8.53% | |
| 34 | NNN | Nnn Reit Inc | Stock-Real Estate | 0.97% | +0.05% | +11.38% | |
| 35 | PINE | Alpine Income Property Trust | Stock-Other | 0.94% | +0.09% | +9.65% | |
| 36 | SON | Sonoco Products Co | Stock-Consumer Disc | 0.93% | -0.05% | +19.67% | |
| 37 | NHI | Natl Health Investors Inc | Stock-Other | 0.93% | -0.10% | +12.66% | |
| 38 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.92% | -0.12% | +2.81% | |
| 39 | CTRE | Caretrust Reit Inc | Stock-Real Estate | 0.88% | +0.03% | +13.14% | |
| 40 | EVRG | Evergy Inc | Stock-Utilities | 0.88% | — | -0.46% | |
| 41 | PRGO | Perrigo Company plc | Stock-Healthcare | 0.82% | -0.09% | +3.16% | |
| 42 | CSWC | Capital Southwest CORP | Stock-Other | 0.81% | +0.04% | +6.48% | |
| 43 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.81% | +0.02% | +17.47% | |
| 44 | APLE | Apple Hospitality Reit Inc | Stock-Real Estate | 0.78% | +0.01% | +11.99% | |
| 45 | DOW | Dow Inc | Stock-Materials | 0.77% | -0.01% | +66.69% | |
| 46 | VLO | Valero Energy CORP | Stock-Energy | 0.76% | -0.01% | +3.14% | |
| 47 | OKE | Oneok Inc | Stock-Energy | 0.70% | -0.05% | +0.18% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.70% | -0.11% | +1370.78% | |
| 49 | IPG | Interpublic Group Of Cos Inc | Stock-Other | 0.69% | — | +2.13% | |
| 50 | CRBG | Corebridge Financial Inc | Stock-Financials | 0.63% | +0.08% | +1.80% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HTGC | Hercules Capital Inc | — | NEW | New buy |
| 2 | TSLX | Sixth Street Specialty Lendi | — | NEW | New buy |
| 3 | ARCC | Ares Capital CORP | — | NEW | New buy |
| 4 | GBDC | Golub Capital Bdc Inc | — | NEW | New buy |
| 5 | OBDC | Blue Owl Capital CORP | — | NEW | New buy |
| 6 | SHYG | Ishares 0-5 Yr Hy CORP Bond | — | NEW | New buy |
| 7 | HYEM | Vaneck Emrg Mkts Hi Yld | — | NEW | New buy |
| 8 | PFLT | Pennantpark Floating Rate Ca | — | NEW | New buy |
| 9 | EMHY | Ishares J.p. Morgan Em High | — | NEW | New buy |
| 10 | BXSL | Blackstone Secured Lending F | — | NEW | New buy |
| 11 | FXED | Sound Enhanced Fixed Income | — | NEW | New buy |
| 12 | ENB | Enbridge Inc | — | NEW | New buy |
| 13 | C | Citigroup Inc | — | NEW | New buy |
| 14 | ✓ | First Tr Exchng Traded Fd Vi | — | NEW | New buy |
| 15 | T | At&t Inc | — | NEW | New buy |
| 16 | DIVY | Sound Equity Dividend Income | — | NEW | New buy |
| 17 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 18 | AAPL | Apple Inc | — | NEW | New buy |
| 19 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 20 | ABBV | Abbvie Inc | — | NEW | New buy |
| 21 | GEF-B | Greif Inc-cl B | — | NEW | New buy |
| 22 | PFE | Pfizer Inc | — | NEW | New buy |
| 23 | MTB | M & T Bank CORP | — | NEW | New buy |
| 24 | PFG | Principal Financial Group | — | NEW | New buy |
| 25 | LYB | LyondellBasell Industries N.V. | — | NEW | New buy |
| 26 | OMC | Omnicom Group | — | NEW | New buy |
| 27 | MAIN | Main Street Capital CORP | — | NEW | New buy |
| 28 | SPG | Simon Property Group Inc | — | NEW | New buy |
| 29 | QYLD | Global X Nasd 100 Cov Call | — | NEW | New buy |
| 30 | VICI | Vici Properties Inc | — | NEW | New buy |
| 31 | O | Realty Income CORP | — | NEW | New buy |
| 32 | ES | Eversource Energy | — | NEW | New buy |
| 33 | GLPI | Gaming And Leisure Propertie | — | NEW | New buy |
| 34 | NNN | Nnn Reit Inc | — | NEW | New buy |
| 35 | PINE | Alpine Income Property Trust | — | NEW | New buy |
| 36 | SON | Sonoco Products Co | — | NEW | New buy |
| 37 | NHI | Natl Health Investors Inc | — | NEW | New buy |
| 38 | GSK | Gsk Plc-spon Adr | — | NEW | New buy |
| 39 | CTRE | Caretrust Reit Inc | — | NEW | New buy |
| 40 | EVRG | Evergy Inc | — | NEW | New buy |
| 41 | PRGO | Perrigo Company plc | — | NEW | New buy |
| 42 | CSWC | Capital Southwest CORP | — | NEW | New buy |
| 43 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 44 | APLE | Apple Hospitality Reit Inc | — | NEW | New buy |
| 45 | DOW | Dow Inc | — | NEW | New buy |
| 46 | VLO | Valero Energy CORP | — | NEW | New buy |
| 47 | OKE | Oneok Inc | — | NEW | New buy |
| 48 | PEP | Pepsico Inc | — | NEW | New buy |
| 49 | IPG | Interpublic Group Of Cos Inc | — | NEW | New buy |
| 50 | CRBG | Corebridge Financial Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Sound Income Strategies, LLC reported a total U.S. public equity portfolio value of $2.2B across 1558 disclosed positions in Q1 2025.
During Q1 2025, Sound Income Strategies, LLC's top holdings by market value included HTGC (3.3%)、TSLX (3.1%)、ARCC (3.1%). The largest single position, HTGC, represented 3.3% of total portfolio value.
In Q1 2025, Sound Income Strategies, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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