Sound Income Strategies, LLC Portfolio Holdings
Sound Income Strategies, LLC
- $1.4 Billion
- Q3 2024
Sound Income Strategies, LLC has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.4 Billion distributed in 1409 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Hercules Capital, Inc. with a value of $53.8M, Ares Capital Corp with a value of $46.4M, Sixth Street Specialty Lending, Inc. with a value of $44.8M, Golub Capital Bdc, Inc. with a value of $43.6M, and Ishares 0 5 Year High Yield CO with a value of $42.5M.
Examining the 13F form we can see an increase of $130M in the current position value, from $1.27B to 1.4B. Also it can be appreciated an additional of 158 stocks purchases and 5 closed positions.
Below you can find more details about Sound Income Strategies, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 1,409
- Current Value $1.4 Billion
- Prior Value $1.27 Billion
- Filing
- Period Q3 2024
- Filing Date October 10, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 158 stocks
- Additional Purchases 411 stocks
- Sold out of 5 stocks
- Reduced holdings in 270 stocks