Sound Income Strategies, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.47 Billion distributed in 1478 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Hercules Capital, Inc. with a value of $56.6M, Ares Capital Corp with a value of $50.7M, Sixth Street Specialty Lending, Inc. with a value of $49.1M, Golub Capital Bdc, Inc. with a value of $46.3M, and Ishares 0 5 Year High Yield CO with a value of $43.1M.
Examining the 13F form we can see an increase of $62.5M in the current position value, from $1.4B to 1.47B.
Also it can be appreciated an additional of 178 stocks purchases and 4 closed positions.
Below you can find more details about Sound Income Strategies, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.47 Billion
Financial Services: $472 Million
ETFs: $294 Million
Real Estate: $150 Million
Technology: $105 Million
Consumer Cyclical: $87.9 Million
Healthcare: $85 Million
Communication Services: $77.6 Million
Energy: $55.2 Million
Other: $138 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
