$590 Million is the total value of Sound Income Strategies, LLC's 1305 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 24.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CSX | CSX CORP | $521,000 | +4.4% | 7,197 | 0.0% | 0.09% | -41.7% | |
| STOR | STORE CAP CORP | $321,000 | -0.6% | 8,621 | 0.0% | 0.05% | -44.9% | |
| BAX | BAXTER INTL INC | $107,000 | -4.5% | 1,282 | 0.0% | 0.02% | -47.1% | |
| TCRD | THL CREDIT INC | $104,000 | -7.1% | 16,423 | 0.0% | 0.02% | -47.1% | |
| ANTM | ANTHEM INC | $99,000 | +25.3% | 327 | 0.0% | 0.02% | -29.2% | |
| D | DOMINION ENERGY INC | $86,000 | +2.4% | 1,042 | 0.0% | 0.02% | -40.0% | |
| EIX | EDISON INTL | $48,000 | 0.0% | 630 | 0.0% | 0.01% | -46.7% | |
| PSX | PHILLIPS 66 | $44,000 | +10.0% | 395 | 0.0% | 0.01% | -41.7% | |
| WTR | AQUA AMERICA INC | $41,000 | +5.1% | 872 | 0.0% | 0.01% | -41.7% | |
| BOE | BLACKROCK ENHANCED GBL DIV T | $39,000 | +5.4% | 3,569 | 0.0% | 0.01% | -36.4% | |
| JPC | NUVEEN PFD & INCM OPPORTNYS | $41,000 | +5.1% | 3,900 | 0.0% | 0.01% | -41.7% | |
| GLD | SPDR GOLD TRUST | $43,000 | +2.4% | 301 | 0.0% | 0.01% | -46.2% | |
| WELL | WELLTOWER INC | $41,000 | -10.9% | 505 | 0.0% | 0.01% | -50.0% | |
| GSBD | GOLDMAN SACHS BDC INC | $33,000 | +6.5% | 1,530 | 0.0% | 0.01% | -33.3% | |
| RTN | RAYTHEON CO | $36,000 | +9.1% | 166 | 0.0% | 0.01% | -40.0% | |
| PM | PHILIP MORRIS INTL INC | $28,000 | +12.0% | 324 | 0.0% | 0.01% | -37.5% | |
| HON | HONEYWELL INTL INC | $28,000 | +3.7% | 157 | 0.0% | 0.01% | -37.5% | |
| CEQP | CRESTWOOD EQUITY PARTNERS LPunit ltd partner | $31,000 | -16.2% | 1,000 | 0.0% | 0.01% | -54.5% | |
| LADR | LADDER CAP CORPcl a | $27,000 | +3.8% | 1,516 | 0.0% | 0.01% | -37.5% | |
| KMI | KINDER MORGAN INC DEL | $29,000 | +3.6% | 1,356 | 0.0% | 0.01% | -37.5% | |
| FIHD | UBS AG LONDON BRHfi enhancd etn | $32,000 | +10.3% | 156 | 0.0% | 0.01% | -44.4% | |
| AZO | AUTOZONE INC | $30,000 | +11.1% | 25 | 0.0% | 0.01% | -37.5% | |
| HDV | ISHARES TRcore high dv etf | $23,000 | +4.5% | 234 | 0.0% | 0.00% | -42.9% | |
| IJH | ISHARES TRcore s&p mcp etf | $24,000 | +9.1% | 116 | 0.0% | 0.00% | -42.9% | |
| DRI | DARDEN RESTAURANTS INC | $23,000 | -8.0% | 211 | 0.0% | 0.00% | -50.0% | |
| UI | UBIQUITI INC | $26,000 | +62.5% | 139 | 0.0% | 0.00% | -20.0% | |
| BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $26,000 | 0.0% | 526 | 0.0% | 0.00% | -50.0% | |
| SAP | SAP SEspon adr | $15,000 | +15.4% | 111 | 0.0% | 0.00% | -25.0% | |
| EGOV | NIC INC | $15,000 | +15.4% | 650 | 0.0% | 0.00% | -25.0% | |
| PRU | PRUDENTIAL FINL INC | $15,000 | 0.0% | 165 | 0.0% | 0.00% | -40.0% | |
| BB | BLACKBERRY LTD | $16,000 | +23.1% | 2,500 | 0.0% | 0.00% | -25.0% | |
| IWO | ISHARES TRrus 2000 grw etf | $19,000 | +11.8% | 90 | 0.0% | 0.00% | -40.0% | |
| UBER | UBER TECHNOLOGIES INC | $18,000 | 0.0% | 603 | 0.0% | 0.00% | -40.0% | |
| DFS | DISCOVER FINL SVCS | $17,000 | +6.2% | 198 | 0.0% | 0.00% | -40.0% | |
| SHW | SHERWIN WILLIAMS CO | $15,000 | +7.1% | 25 | 0.0% | 0.00% | -25.0% | |
| EMN | EASTMAN CHEMICAL CO | $10,000 | 0.0% | 130 | 0.0% | 0.00% | -33.3% | |
| APD | AIR PRODS & CHEMS INC | $14,000 | +7.7% | 59 | 0.0% | 0.00% | -50.0% | |
| LIN | LINDE PLC | $10,000 | +11.1% | 49 | 0.0% | 0.00% | -33.3% | |
| STAG | STAG INDL INC | $9,000 | +12.5% | 272 | 0.0% | 0.00% | 0.0% | |
| LEN | LENNAR CORPcl a | $9,000 | 0.0% | 162 | 0.0% | 0.00% | -33.3% | |
| GS | GOLDMAN SACHS GROUP INC | $9,000 | +12.5% | 40 | 0.0% | 0.00% | 0.0% | |
| IJT | ISHARES TRs&p sml 600 gwt | $12,000 | +9.1% | 62 | 0.0% | 0.00% | -33.3% | |
| PUK | PRUDENTIAL PLCadr | $13,000 | 0.0% | 354 | 0.0% | 0.00% | -50.0% | |
| EVRG | EVERGY INC | $11,000 | 0.0% | 171 | 0.0% | 0.00% | -33.3% | |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $10,000 | +11.1% | 77 | 0.0% | 0.00% | -33.3% | |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $14,000 | -6.7% | 234 | 0.0% | 0.00% | -60.0% | |
| RF | REGIONS FINL CORP NEW | $12,000 | 0.0% | 727 | 0.0% | 0.00% | -50.0% | |
| IDXX | IDEXX LABS INC | $12,000 | -7.7% | 46 | 0.0% | 0.00% | -50.0% | |
| WEC | WEC ENERGY GROUP INC | $9,000 | 0.0% | 95 | 0.0% | 0.00% | -33.3% | |
| BK | BANK NEW YORK MELLON CORP | $10,000 | +11.1% | 200 | 0.0% | 0.00% | -33.3% | |
| WBS | WEBSTER FINL CORP CONN | $9,000 | +28.6% | 160 | 0.0% | 0.00% | 0.0% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $9,000 | 0.0% | 25 | 0.0% | 0.00% | -33.3% | |
| MMM | 3M CO | $12,000 | +9.1% | 66 | 0.0% | 0.00% | -33.3% | |
| SIVB | SVB FINL GROUP | $9,000 | +12.5% | 37 | 0.0% | 0.00% | 0.0% | |
| SBRA | SABRA HEALTH CARE REIT INC | $14,000 | -12.5% | 679 | 0.0% | 0.00% | -60.0% | |
| FSK | FS KKR CAPITAL CORP | $14,000 | 0.0% | 2,352 | 0.0% | 0.00% | -50.0% | |
| APH | AMPHENOL CORP NEWcl a | $11,000 | +10.0% | 100 | 0.0% | 0.00% | -33.3% | |
| ALL | ALLSTATE CORP | $11,000 | +10.0% | 94 | 0.0% | 0.00% | -33.3% | |
| EPR | EPR PPTYS | $12,000 | -7.7% | 175 | 0.0% | 0.00% | -50.0% | |
| FENY | FIDELITY COVINGTON TRmsci energy idx | $3,000 | 0.0% | 181 | 0.0% | 0.00% | 0.0% | |
| FXH | FIRST TR EXCHANGE TRADED FDhlth care alph | $7,000 | +16.7% | 78 | 0.0% | 0.00% | -50.0% | |
| FPE | FIRST TR EXCHANGE-TRADED FDpfd secs inc etf | $3,000 | 0.0% | 171 | 0.0% | 0.00% | 0.0% | |
| EBAY | EBAY INC | $3,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| EXG | EATON VANCE TAX MNGD GBL DV | $8,000 | 0.0% | 933 | 0.0% | 0.00% | -50.0% | |
| GWPH | GW PHARMACEUTICALS PLCads | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| GME | GAMESTOP CORP NEWcl a | $3,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| GPN | GLOBAL PMTS INC | $7,000 | 0.0% | 41 | 0.0% | 0.00% | -50.0% | |
| DPZ | DOMINOS PIZZA INC | $8,000 | +14.3% | 28 | 0.0% | 0.00% | -50.0% | |
| HR | HEALTHCARE RLTY TR | $7,000 | 0.0% | 213 | 0.0% | 0.00% | -50.0% | |
| JKHY | HENRY JACK & ASSOC INC | $7,000 | 0.0% | 51 | 0.0% | 0.00% | -50.0% | |
| HFRO | HIGHLAND INCOME FUND | $5,000 | 0.0% | 382 | 0.0% | 0.00% | -50.0% | |
| IRT | INDEPENDENCE RLTY TR INC | $7,000 | 0.0% | 500 | 0.0% | 0.00% | -50.0% | |
| DAL | DELTA AIR LINES INC DEL | $7,000 | 0.0% | 115 | 0.0% | 0.00% | -50.0% | |
| DWSN | DAWSON GEOPHYSICAL CO NEW | $5,000 | +25.0% | 1,877 | 0.0% | 0.00% | 0.0% | |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $8,000 | +14.3% | 60 | 0.0% | 0.00% | -50.0% | |
| DTE | DTE ENERGY CO | $8,000 | 0.0% | 62 | 0.0% | 0.00% | -50.0% | |
| PZA | INVESCO EXCHNG TRADED FD TRnatl amt muni | $7,000 | 0.0% | 281 | 0.0% | 0.00% | -50.0% | |
| CMI | CUMMINS INC | $6,000 | +20.0% | 33 | 0.0% | 0.00% | -50.0% | |
| EZU | ISHARES INCmsci eurzone etf | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| CFG | CITIZENS FINL GROUP INC | $3,000 | +50.0% | 62 | 0.0% | 0.00% | 0.0% | |
| CLDT | CHATHAM LODGING TR | $3,000 | 0.0% | 158 | 0.0% | 0.00% | 0.0% | |
| MPC | MARATHON PETE CORP | $6,000 | 0.0% | 100 | 0.0% | 0.00% | -50.0% | |
| MAT | MATTEL INC | $3,000 | +50.0% | 212 | 0.0% | 0.00% | 0.0% | |
| MDLZ | MONDELEZ INTL INCcl a | $3,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
| NAVI | NAVIENT CORPORATION | $3,000 | +50.0% | 191 | 0.0% | 0.00% | 0.0% | |
| NYMT | NEW YORK MTG TR INC | $6,000 | 0.0% | 1,000 | 0.0% | 0.00% | -50.0% | |
| CF | CF INDS HLDGS INC | $3,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% | |
| HRB | BLOCK H & R INC | $3,000 | 0.0% | 126 | 0.0% | 0.00% | 0.0% | |
| BCX | BLACKROCK RES & COMM STRAT T | $3,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| BTZ | BLACKROCK CR ALLCTN INC TR | $3,000 | 0.0% | 224 | 0.0% | 0.00% | 0.0% | |
| QRVO | QORVO INC | $4,000 | +33.3% | 36 | 0.0% | 0.00% | 0.0% | |
| BHP | BHP GROUP LTDsponsored ads | $5,000 | +25.0% | 89 | 0.0% | 0.00% | 0.0% | |
| DTYS | BARCLAYS BK PLC10 yr treas bear | $6,000 | +20.0% | 500 | 0.0% | 0.00% | -50.0% | |
| BKR | BAKER HUGHES COMPANYcl a | $3,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% | |
| SPMD | SPDR SERIES TRUSTportfolio md etf | $3,000 | 0.0% | 89 | 0.0% | 0.00% | 0.0% | |
| XLB | SELECT SECTOR SPDR TRsbi materials | $8,000 | 0.0% | 130 | 0.0% | 0.00% | -50.0% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $4,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| ADM | ARCHER DANIELS MIDLAND CO | $5,000 | +25.0% | 100 | 0.0% | 0.00% | 0.0% | |
| ARI | APOLLO COML REAL EST FIN INC | $4,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| GIM | TEMPLETON GLOBAL INCOME FD | $6,000 | 0.0% | 1,000 | 0.0% | 0.00% | -50.0% | |
| TER | TERADYNE INC | $3,000 | +50.0% | 40 | 0.0% | 0.00% | 0.0% | |
| URI | UNITED RENTALS INC | $4,000 | +33.3% | 22 | 0.0% | 0.00% | 0.0% | |
| AAL | AMERICAN AIRLS GROUP INC | $5,000 | +25.0% | 160 | 0.0% | 0.00% | 0.0% | |
| BNDX | VANGUARD CHARLOTTE FDSintl bd idx etf | $4,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% | |
| VGIT | VANGUARD SCOTTSDALE FDSinter term treas | $5,000 | 0.0% | 76 | 0.0% | 0.00% | -50.0% | |
| LNT | ALLIANT ENERGY CORP | $8,000 | 0.0% | 142 | 0.0% | 0.00% | -50.0% | |
| VO | VANGUARD INDEX FDSmid cap etf | $3,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
| CFO | VICTORY PORTFOLIOS II | $8,000 | +14.3% | 145 | 0.0% | 0.00% | -50.0% | |
| AGRX | AGILE THERAPEUTICS INC | $3,000 | +200.0% | 1,000 | 0.0% | 0.00% | – | |
| WPG | WASHINGTON PRIME GROUP NEW | $3,000 | -25.0% | 950 | 0.0% | 0.00% | 0.0% | |
| WRE | WASHINGTON REAL ESTATE INVTsh ben int | $3,000 | 0.0% | 107 | 0.0% | 0.00% | 0.0% | |
| ARAY | ACCURAY INC | $3,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| DLN | WISDOMTREE TRus largecap divd | $6,000 | +20.0% | 53 | 0.0% | 0.00% | -50.0% | |
| ETN | EATON CORP PLC | $4,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| TGH | TEXTAINER GROUP HOLDINGS LTD | $4,000 | +33.3% | 340 | 0.0% | 0.00% | 0.0% | |
| SSYS | STRATASYS LTD | $5,000 | 0.0% | 245 | 0.0% | 0.00% | -50.0% | |
| ES | EVERSOURCE ENERGY | $6,000 | 0.0% | 75 | 0.0% | 0.00% | -50.0% | |
| MC | MOELIS & COcl a | $2,000 | 0.0% | 48 | 0.0% | 0.00% | -100.0% | |
| SCHW | THE CHARLES SCHWAB CORPORATI | $0 | – | 9 | 0.0% | 0.00% | – | |
| JHG | JANUS HENDERSON GROUP PLC | $1,000 | 0.0% | 39 | 0.0% | 0.00% | – | |
| GEM | GOLDMAN SACHS ETF TRactivebeta eme | $2,000 | 0.0% | 63 | 0.0% | 0.00% | -100.0% | |
| SIL | GLOBAL X FDSglobal x silver | $0 | – | 9 | 0.0% | 0.00% | – | |
| MASI | MASIMO CORP | $0 | – | 2 | 0.0% | 0.00% | – | |
| MAS | MASCO CORP | $0 | – | 10 | 0.0% | 0.00% | – | |
| CNP | CENTERPOINT ENERGY INC | $2,000 | 0.0% | 73 | 0.0% | 0.00% | -100.0% | |
| MSA | MSA SAFETY INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| SWKS | SKYWORKS SOLUTIONS INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| SWX | SOUTHWEST GAS HOLDINGS INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| EME | EMCOR GROUP INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| BIDU | BAIDU INCspon adr rep a | $1,000 | – | 4 | 0.0% | 0.00% | – | |
| NAVB | NAVIDEA BIOPHARMACEUTICALS I | $1,000 | – | 599 | 0.0% | 0.00% | – | |
| SPYD | SPDR SERIES TRUSTprtflo s&p500 hi | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| MS | MORGAN STANLEY | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
| SPH | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $1,000 | 0.0% | 61 | 0.0% | 0.00% | – | |
| SNPS | SYNOPSYS INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| KHC | KRAFT HEINZ CO | $0 | – | 4 | 0.0% | 0.00% | – | |
| TPR | TAPESTRY INC | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
| KEY | KEYCORP NEW | $1,000 | 0.0% | 51 | 0.0% | 0.00% | – | |
| TU | TELUS CORP | $0 | – | 5 | 0.0% | 0.00% | – | |
| RIG | TRANSOCEAN LTD | $0 | – | 67 | 0.0% | 0.00% | – | |
| CINF | CINCINNATI FINL CORP | $1,000 | -50.0% | 13 | 0.0% | 0.00% | -100.0% | |
| DDD | 3-D SYS CORP DEL | $2,000 | 0.0% | 200 | 0.0% | 0.00% | -100.0% | |
| TVTY | TIVITY HEALTH INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| CLX | CLOROX CO DEL | $2,000 | 0.0% | 16 | 0.0% | 0.00% | -100.0% | |
| INTF | ISHARES TRmultifactor intl | $1,000 | 0.0% | 39 | 0.0% | 0.00% | – | |
| AWR | AMERICAN STS WTR CO | $0 | – | 2 | 0.0% | 0.00% | – | |
| ITRN | ITURAN LOCATION AND CONTROL | $0 | – | 5 | 0.0% | 0.00% | – | |
| CDE | COEUR MNG INC | $1,000 | – | 100 | 0.0% | 0.00% | – | |
| ULTA | ULTA BEAUTY INC | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – | |
| UL | UNILEVER PLCspon adr new | $2,000 | 0.0% | 34 | 0.0% | 0.00% | -100.0% | |
| AFG | AMERICAN FINL GROUP INC OHIO | $0 | – | 3 | 0.0% | 0.00% | – | |
| IVE | ISHARES TRs&p 500 val etf | $1,000 | – | 4 | 0.0% | 0.00% | – | |
| UNIT | UNITI GROUP INC | $0 | – | 6 | 0.0% | 0.00% | – | |
| STZ | CONSTELLATION BRANDS INCcl a | $0 | – | 1 | 0.0% | 0.00% | – | |
| BSCM | INVESCO EXCH TRD SLF IDX FD | $2,000 | 0.0% | 94 | 0.0% | 0.00% | -100.0% | |
| BSCN | INVESCO EXCH TRD SLF IDX FD | $0 | – | 19 | 0.0% | 0.00% | – | |
| BSCO | INVESCO EXCH TRD SLF IDX FD | $1,000 | 0.0% | 61 | 0.0% | 0.00% | – | |
| BSCP | INVESCO EXCH TRD SLF IDX FD | $1,000 | 0.0% | 57 | 0.0% | 0.00% | – | |
| BSCK | INVESCO EXCH TRD SLF IDX FD | $1,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
| AL | AIR LEASE CORPcl a | $2,000 | 0.0% | 52 | 0.0% | 0.00% | -100.0% | |
| ICUI | ICU MED INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| HLI | HOULIHAN LOKEY INCcl a | $0 | – | 5 | 0.0% | 0.00% | – | |
| WB | WEIBO CORPsponsored adr | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| AMD | ADVANCED MICRO DEVICES INC | $2,000 | +100.0% | 46 | 0.0% | 0.00% | – | |
| EMD | WESTERN ASSET EMRG MKT DEBT | $0 | – | 32 | 0.0% | 0.00% | – | |
| BA | BOEING CO | $2,000 | 0.0% | 6 | 0.0% | 0.00% | -100.0% | |
| BHF | BRIGHTHOUSE FINL INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| PRSP | PERSPECTA INC | $0 | – | 9 | 0.0% | 0.00% | – | |
| DLR | DIGITAL RLTY TR INC | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| XEL | XCEL ENERGY INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| EURL | DIREXION SHS ETF TRdly fts bul 3x | $1,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
| PPL | PPL CORP | $2,000 | +100.0% | 44 | 0.0% | 0.00% | – | |
| OGE | OGE ENERGY CORP | $0 | – | 8 | 0.0% | 0.00% | – | |
| RMR | RMR GROUP INCcl a | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
| ZAYO | ZAYO GROUP HLDGS INC | $0 | – | 7 | 0.0% | 0.00% | – | |
| CTIC | CTI BIOPHARMA CORP | $0 | – | 33 | 0.0% | 0.00% | – | |
| RP | REALPAGE INC | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| REZI | RESIDEO TECHNOLOGIES INC | $0 | – | 11 | 0.0% | 0.00% | – | |
| ROL | ROLLINS INC | $0 | – | 10 | 0.0% | 0.00% | – | |
| ZYNE | ZYNERBA PHARMACEUTICALS INC | $2,000 | -33.3% | 350 | 0.0% | 0.00% | -100.0% | |
| GDOT | GREEN DOT CORPcl a | $0 | – | 8 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
Signatures
The EDGAR filing(s) were signed by:
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.