Fund HoldingsSound Income Strategies, LLC

Total Portfolio Value
$1.60B
Total Bought
$370.79M
Total Sold
$64.74M
Net Transaction
+$306.05M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
IRSA INVERSIONES Y REP S A
*W EXP 05/12/202
07,936,083+7,936,0830169,36810.58%+169,368
COMMON STOCKBLACKSTONE SECD LENDING FD(BXSL)0759,655+759,655023,2611.45%+23,261
CHEESECAKE FACTORY INC(CAKE)0939,579+939,579020,7471.30%+20,747
NATIONAL HEALTH INVS INC(NHI)0153,119+153,119010,3710.65%+10,371
NATIONAL RETAIL PROPERTIES I(NNN)48,050264,905+216,8552,05411,2850.71%+9,231
SPDR SER TR
ST STR BLO 1 ETF
072,465+72,46506,6510.42%+6,651
HERCULES CAPITAL INC(HCXY)2,654,1192,689,673+35,55448,96855,0043.44%+6,035
COMCOREBRIDGE FINL INC(CRBD)0196,444+196,44405,7200.36%+5,720
APPLE INC(AAPL)087,269+87,269018,3811.15%+18,381
GLOBAL X FDS
NASDAQ 100 COVER
221,682486,530+264,8483,9708,5970.54%+4,627
LKQ CORP(LKQ)074,601+74,60103,1030.19%+3,103
DENTSPLY SIRONA INC(XRAY)0118,305+118,30502,9470.18%+2,947
EDISON INTL(EIX)143,581178,033+34,45210,15612,7850.80%+2,629
AT&T INC(T)1,075,1081,119,472+44,36418,92221,3931.34%+2,471
ISHARES TR031,725+31,72502,4850.16%+2,485
WISDOMTREE TR(WT)087,137+87,13702,3610.15%+2,361
ACUITYADS HLDGS INC087,644+87,64402,1820.14%+2,182
SPDR GOLD TR(GLD)014,194+14,19403,0520.19%+3,052
NVIDIA CORPORATION(NVDA)3,02537,405+34,3802,7334,6210.29%+1,888
CARTERS INC(CRI)100,150167,305+67,1558,48110,3680.65%+1,887
CARETRUST REIT INC(CTRE)297,931364,231+66,3007,2619,1420.57%+1,882
ORGANON & CO(OGN)532,550572,207+39,65710,01211,8450.74%+1,833
ARES CAPITAL CORP(ARCC)2,060,0632,138,203+78,14042,89144,5602.78%+1,670
INTERPUBLIC GROUP COS INC227,976311,761+83,7857,4399,0690.57%+1,630
OWL ROCK CAPITAL CORPORATION(OBDC)2,603,5922,712,077+108,48540,04341,6582.60%+1,614
M & T BK CORP(MTB)87,05093,841+6,79112,66114,2040.89%+1,543
UNILEVER PLC(UL)171,570184,494+12,9248,61110,1450.63%+1,534
ONEOK INC NEW(OKE)205,992221,115+15,12316,51418,0321.13%+1,518
PFIZER INC(PFE)615,117662,540+47,42317,07018,5381.16%+1,468
AMAZON COM INC(AMZN)44,24248,859+4,6177,9809,4420.59%+1,462
ALPINE INCOME PPTY TR INC0734,769+734,769011,4330.71%+11,433
CITIGROUP INC(C)283,503305,153+21,65017,92919,3651.21%+1,436
ALPHABET INC(GOOG)35,79536,154+3595,4036,5850.41%+1,183
SPDR S&P 500 ETF TR(SPY)04,697+4,69702,5560.16%+2,556
MICROSOFT CORP(MSFT)14,07115,830+1,7595,9207,0750.44%+1,155
ENBRIDGE INC(ENB)512,554552,723+40,16918,54419,6711.23%+1,127
GAMING & LEISURE PPTYS INC(GLPI)220,496249,439+28,94310,15811,2770.70%+1,119
SEMPRA ENERGY(SRE)015,125+15,12501,1500.07%+1,150
SIXTH STREET SPECIALTY LENDN(TSLX)2,070,2592,129,099+58,84044,36645,4562.84%+1,091
BRINKS CO(BCO)57,21562,033+4,8185,2866,3520.40%+1,067
ISHARES TR13,55419,395+5,8412,5323,5300.22%+998
TESLA INC(TSLA)9,72713,642+3,9151,7102,6990.17%+990
MAIN STR CAP CORP(MAIN)359,773355,824-3,94917,02117,9661.12%+945
HASBRO INC(HAS)138,668149,418+10,7507,8388,7410.55%+903
TIDAL ETF TR1,663,6331,741,187+77,55431,09231,9862.00%+894
VICI PPTYS INC(VICI)0420,698+420,698012,0490.75%+12,049
INVESCO QQQ TR4,7496,022+1,2732,1092,8850.18%+777
CAPITAL SOUTHWEST CORP(CSWC)549,655555,387+5,73213,71914,4900.91%+771
ENTERGY CORP NEW(ETR)88,42594,350+5,9259,34510,0950.63%+751
REALTY INCOME CORP(O)209,785229,017+19,23211,34912,0970.76%+747
BK OF AMERICA CORP024,779+24,77909850.06%+985
BLACKROCK ETF TRUST
ISHARES US EQUIT
017,317+17,31708130.05%+813
ISHARES TR21,04926,351+5,3021,7772,4390.15%+661
WEBSTER FINL CORP CONN(WBS)015,692+15,69206840.04%+684
LILLY ELI & CO(LLY)4,7804,761-193,7194,3100.27%+591
BERKSHIRE HATHAWAY INC DEL05,430+5,43002,2090.14%+2,209
ISHARES TR19,42324,950+5,5272,2982,8310.18%+533
SPDR SER TR
ST BLOO HIGH ETF
75,28281,378+6,0967,1677,6720.48%+505
SEALED AIR CORP NEW064,010+64,01002,2270.14%+2,227
ISHARES TR08,354+8,35404890.03%+489
SIMON PPTY GROUP INC NEW(SPG)90,76496,610+5,84614,20414,6650.92%+462
WHITEHORSE FIN INC812,395855,223+42,82810,07410,4940.66%+420
EXXON MOBIL CORP13,59117,359+3,7681,5801,9980.12%+419
COMMON STOCKSILA REALTY TRUST INC019,178+19,17804060.03%+406
ALPHABET INC(GOOG)08,641+8,64101,5850.10%+1,585
ISHARES TR
CORE UNIVRSL USD
020,210+20,21009140.06%+914
BANK NEW YORK MELLON CORP48,41552,580+4,1652,7903,1490.20%+359
CALIFORNIA WTR SVC GROUP(CWT)07,210+7,21003500.02%+350
GENERAL DYNAMICS CORP(GD)01,277+1,27703710.02%+371
ETFIS SER TR I
VIRTUS INFRCAP
214,557228,443+13,8864,4954,8040.30%+309
COSTCO WHSL CORP NEW(COST)0960+96008160.05%+816
ISHARES TR
MSCI INDIA ETF
05,180+5,18002890.02%+289
MCDONALDS CORP(MCD)03,979+3,97901,0140.06%+1,014
ISHARES TR10,19410,311+1175,3595,6430.35%+283
FIRST TR EXCH TRADED FD III271,043285,750+14,7074,6944,9610.31%+266
SPDR SER TR
ST STR PFD ETF
132,831144,311+11,4804,6324,8960.31%+265
FORTUNE BRANDS HOME & SEC IN(FBIN)05,856+5,85603800.02%+380
KLA CORP(KLAC)0322+32202650.02%+265
WALMART INC(WMT)024,809+24,80901,6800.10%+1,680
GENERAL MTRS CO(GM)48,38852,666+4,2782,1942,4470.15%+252
SPDR SER TR
SP O&G EXPL PRO
01,730+1,73002520.02%+252
INVESCO EXCH TRADED FD TR II
SR LN ETF
012,036+12,03602530.02%+253
ISHARES U S ETF TR
IT RT HDG HGYL
60,60764,007+3,4005,1965,4410.34%+245
SENSATA TECHNOLOGIES HLDG PL
SHS
60,99566,459+5,4642,2412,4850.16%+244
INVESCO EXCH TRADED FD TR II390,825422,794+31,9694,6434,8830.31%+240
NEXTERA ENERGY INC(NEE)027,187+27,18701,9250.12%+1,925
APPLE HOSPITALITY REIT INC(APLE)617,922712,608+94,68610,12210,3610.65%+240
SPDR SER TR
ST STR SP METAL
04,022+4,02202390.01%+239
GLOBAL X FDS475,352513,764+38,4124,4974,7320.30%+235
EVERSOURCE ENERGY(ES)08,705+8,70504940.03%+494
ISHARES INC
MSCI EMRG CHN
06,379+6,37903780.02%+378
VANECK VECTORS ETF TR
PREFERRED SECURT
260,543279,449+18,9064,6094,8340.30%+225
ISHARES TR
HDG MSCI EAFE
06,616+6,61602350.01%+235
SELECT SECTOR SPDR TR
ST STR ENERG ETF
03,139+3,13902860.02%+286
PRUDENTIAL FINL INC(PFH)24,26026,123+1,8632,8483,0610.19%+213
GLOBAL X FDS
US PFD ETF
230,209246,609+16,4004,6414,8530.30%+212
PROSHARES TR
HGH YLD INT RATE
086,771+86,77105,5650.35%+5,565
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
02,112+2,11201980.01%+198
SUPER MICRO COMPUTER INC(SMCI)0367+36703010.02%+301
ISHARES U S ETF TR
INT RT HD LONG
214,759225,616+10,8575,2835,4780.34%+195
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