Sound Income Strategies, LLC - Portfolio overview

Sound Income Strategies, LLC has 2679 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Real Estate.

Largest reported holdings by portfolio allocation

1. HTGC - HERCULES CAPITAL INC COM, 2.36%
2. ARCC - ARES CAPITAL CORP COM, 2.27%
3. GBDC - GOLUB CAP BDC INC COM, 2.25%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.