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Sound Income Strategies, LLC
CIK:0001730960
Investment Adviser
$4B AUM
1,679 holdings
Fort Lauderdale, FL, United States
A registered investment advisory firm and money manager focusing on income-generating investments.
Investment Strategy
Income Generating Investments
Latest 13F Filing Activity
Sound Income Strategies, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 1,634 equity positions with a total 13F market value of $2B. The fund increased holdings in Totalenergies SE Sponsored Ads, Digital RLTY TR Inc. Com, HF Sinclair Corp. Com among other positions. Sound Income Strategies, LLC reduced exposure to Apple Hospitality Reit Inc. Com New, Armada Hoffler PPTYS Inc. Com, Sixth Street Specialty Lending Com among others.
Top Buys
Top Holdings
Equity Positions (1,634)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TSLX | SIXTH STREET SPECIALTY LENDING COM | 2.76% | $50.6M | 2,402,407 | $18.28 | $22.86 | -$6.7M |
A ARCC | ARES CAPITAL CORP COM | 2.59% | $47.3M | 2,477,932 | $17.80 | $20.41 | -$6.6M |
H HTGC | HERCULES CAPITAL INC COM | 2.57% | $47.0M | 2,752,867 | $13.78 | $18.91 | -$6.6M |
G GBDC | GOLUB CAP BDC INC COM | 2.49% | $45.6M | 3,378,657 | $15.69 | $13.69 | -$3.0M |
S SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | 2.35% | $42.9M | 1,001,063 | $45.91 | $43.30 | -$1.1M |
Industry Allocation
REAL ESTATE INVESTMENT TRUSTS
+10.2%
PHARMACEUTICAL PREPARATIONS
+5.1%
PIPE LINES (NO NATURAL GAS)
+2.5%
STATE COMMERCIAL BANKS
+2.4%
NATIONAL COMMERCIAL BANKS
+2.2%
Investment Team (6)
| Name | Role | Location | |
|---|---|---|---|
 | Co-Chief Investment Officer, Equity Portfolio Manager | Larchmont, NY , United States | |
E Eric Lutton | Chief Investment Officer | Boca Raton, FL , United States | |
 | Senior Portfolio Analyst | Boca Raton, FL , United States | |
 | Portfolio Analyst | Boca Raton, FL , United States | |
T Tyler Anderson | Senior Portfolio Analyst | Jupiter, FL , United States | |
 | Portfolio Analyst | Boca Raton, FL , United States |
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