Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 24 | Q3 2023 | 14.6% |
VANECK VECTORS ETF TRUST | 24 | Q3 2023 | 11.8% |
HERCULES CAPITAL INC | 24 | Q3 2023 | 10.0% |
ARES CAPITAL CORP | 24 | Q3 2023 | 8.2% |
PENNANTPARK FLOATING RATE CAPITAL LTD | 24 | Q3 2023 | 7.4% |
MAIN STREET CAPITAL CORP | 24 | Q3 2023 | 10.3% |
ISHARES INC | 24 | Q3 2023 | 7.2% |
GOLUB CAPITAL BDC INC | 24 | Q3 2023 | 6.7% |
ABBVIE INC | 24 | Q3 2023 | 2.1% |
PFIZER INC | 24 | Q3 2023 | 1.6% |
View Sound Income Strategies, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-15 |
13F-HR | 2024-01-10 |
13F-HR | 2023-10-12 |
13F-HR | 2023-07-10 |
13F-HR | 2023-04-10 |
13F-HR | 2023-01-11 |
13F-HR | 2022-10-18 |
13F-HR | 2022-07-11 |
13F-HR | 2022-04-11 |
13F-HR | 2022-01-13 |
View Sound Income Strategies, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.