SI

Sound Income Strategies, LLC

13F
Sound Income Strategies, LLC
Last update 2025-07-17 1603 Stocks (183 new)
Value $1.74 Bil Turnover 9 %
Countries:
Top Holdings: TSLX(3.29%)ARCC(3.09%)HTGC(3.07%)GBDC(2.78%)OBDC(2.71%)
Summary Stock Picks Current Portfolio
Sound Income Strategies, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TSLX
Sixth Street Specialty Lending Inc
2,406,296
57,293.9
+1.91%
3.290
+0.06%
2.560
+24.00%
+19.34%
2,279.6
Asset Management
ARCC
Ares Capital Corp
2,453,944
53,888.6
+3.16%
3.090
+0.09%
0.350
+17.20%
+8.98%
15,841.2
Asset Management
HTGC
Hercules Capital Inc
2,930,340
53,566.6
+1.94%
3.070
+0.06%
1.670
+14.51%
-0.04%
3,354.2
Asset Management
GBDC
Golub Capital BDC Inc
3,313,649
48,544.9
+4.08%
2.780
+0.11%
1.240
+12.19%
+5.11%
4,033.1
Asset Management
OBDC
Blue Owl Capital Corp
3,294,183
47,238.6
+4.47%
2.710
+0.12%
0.640
+12.80%
+3.52%
7,573.7
Asset Management
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
iShares 0-5 Year High Yield Corporate Bond ETF
1,020,214
44,012.0
-0.42%
2.520
-0.01%
0.640
+5.13%
+4.57%
6,844.3
 
HYEM
VanEck Emerging Markets High Yield Bond ETF
VanEck Emerging Markets High Yield Bond ETF
2,075,894
41,144.2
-0.11%
2.360
0%
10.180
+6.28%
+5.25%
404.3
 
PFLT
PennantPark Floating Rate Capital Ltd
PennantPark Floating Rate Capital Ltd
3,904,625
40,334.8
+8.91%
2.310
+0.19%
3.940
+15.54%
+3.83%
1,051.7
Asset Management
EMHY
iShares J.P. Morgan EM High Yield Bond ETF
iShares J.P. Morgan EM High Yield Bond ETF
1,018,442
39,688.7
+0.06%
2.280
0%
8.860
+6.68%
+5.90%
446.6
 
BXSL
Blackstone Secured Lending Fund
1,280,778
39,383.9
+9.26%
2.260
+0.19%
0.560
+15.57%
+3.84%
7,340.6
Asset Management

Sound Income Strategies, LLC's Historical Top Holdings Breakdowns

Sound Income Strategies, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
EFIX
First Trust TCW Emerging Markets Debt ETF
First Trust TCW Emerging Markets Debt ETF
2025-06-30
Sold Out
Sold Out
-1.45%
●
15.45 ($15.74) 16.21
$15.45
-1.87%
Sold Out
0
-1,517,022
SMG
The Scotts Miracle Gro Co
2025-06-30
Add
Add
+0.61%
●
48.21 ($57.77) 66.48
$66.87
15.75%
Add 219313.51%
162,366
162,292
CRI
Carter's Inc
2025-06-30
Reduce
Reduce
-0.55%
●
29.83 ($34) 42.12
$31.41
-7.62%
Reduce -96.89%
7,363
-229,447
OGN
Organon & Co
2025-06-30
Reduce
Reduce
-0.55%
●
8.04 ($10.39) 14.89
$9.45
-9.05%
Reduce -95.49%
29,945
-633,795
PFS
Provident Financial Services Inc
2025-06-30
New Buy
New Buy
+0.55%
●
14.69 ($16.6) 17.98
$18.40
10.84%
New holding
544,687
544,687
HRB
H&R Block Inc
2025-06-30
Reduce
Reduce
-0.44%
●
54.32 ($57.7) 63.04
$55.45
-3.90%
Reduce -96.13%
5,549
-137,776
AMCR
Amcor PLC
2025-06-30
Add
Add
+0.32%
●
8.57 ($9.23) 9.81
$9.41
1.95%
Add 54855.68%
605,062
603,961
BERY Unlock Delisted
Berry Global Group Inc
2025-06-30
Sold Out
Sold Out
-0.32%
●
61.74 ($67.57) 70.55
$67.58
0.01%
Sold Out
0
-78,692
CFG
Citizens Financial Group Inc
2025-06-30
Add
Add
+0.29%
●
34.27 ($39.38) 44.75
$48.60
23.41%
Add 50.65%
335,053
112,654
PGHY
Invesco Global ex-US High Yield Corporate Bond ETF
Invesco Global ex-US High Yield Corporate Bond ETF
2025-06-30
Add
Add
+0.29%
●
18.92 ($19.59) 19.87
$19.86
1.38%
Add 85.82%
551,475
254,691

Sound Income Strategies, LLC Total Holding History ($B)

To

Sound Income Strategies, LLC's Asset Allocation

To

Sound Income Strategies, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Sound Income Strategies, LLC's Hypothetical Growth since 2025-06-30

Sound Income Strategies, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Sound Income Strategies, LLC's Holdings Heat Map

Size field:

Sound Income Strategies, LLC's Holdings Bubble Chart

Sound Income Strategies, LLC News

  • 1

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