Sound-Income-Strategies

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
  "TTD",
  "SON",
  "SJM",
  "TRMB",
  "PPL",
  "TRP",
  "HQH",
  null,
  "TGNA",
  "OKTA",
  "OTIS",
  "ONL",
  "THW",
  null,
  "SW",
  "PSX",
  "ROL",
  "CRM",
  "SWKS",
  "SNAP",
  "RBLX",
  "SCI",
  null,
  null,
  "RUN",
  null,
  "SYY",
  "DIA",
  "ORI",
  null,
  "TS",
  "SEE",
  "PFLT",
  null,
  null,
  "SPOT",
  null,
  null,
  null,
  null,
  "LYV",
  null,
  "FTDR",
  null,
  null,
  "TNL",
  "IXUS",
  "MTUM",
  "LYB",
  "HBI",
  null,
  null,
  "PBI",
  "IUSV",
  null,
  "UHS",
  null,
  "GEV",
  "MELI",
  null,
  "ARLP",
  "ZBH",
  "ZM",
  "DGRO",
  "GAP",
  "MCK",
  "PEGA",
  "HESM",
  null,
  "MTH",
  null,
  "PAAS",
  "SPYV",
  null,
  null,
  "EXR",
  "GWW",
  null,
  null,
  "UPST",
  "ESGU",
  null,
  null,
  "PSA",
  "SYF",
  "NUE",
  "NRG",
  null,
  null,
  "FDX",
  null,
  "ALLY",
  "STLA",
  "STM",
  null,
  "SPWH",
  "KMB",
  "LULU",
  "ASTE",
  "ADP",
  "AZO",
  "BAC",
  null,
  "BBVA",
  "BK",
  null,
  "BTE",
  "BRK-B",
  "BAX",
  "BDX",
  "BEAM",
  "BHP",
  "BKH",
  "BYND",
  "BJ",
  null,
  "BXMT",
  "BE",
  "BA",
  null,
  "BCX",
  "OWL",
  "BHF",
  "BWA",
  "BMY",
  "BORR.OL",
  "BCO",
  "BDN",
  "BTI",
  "BIP",
  "CACI",
  "CABO",
  "BWXT",
  "BXP",
  "AI",
  "CWT",
  "CALM",
  "CAE",
  "CCJ",
  "CNI",
  "CDNS",
  "CFFN",
  "CVNA",
  "CARR",
  "CCL",
  "CTRE",
  "CRI",
  "CE",
  "CBRE",
  "CDW",
  "CBL",
  "CAVA",
  "CPRX",
  "CASY",
  "CNTY",
  "CEVA",
  "CSR",
  "CNC",
  "CNP",
  "CC",
  "CPK",
  "CVX",
  "CLDT",
  "LNG",
  "CHTR",
  "CINF",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "CFG",
  "C",
  "CLX",
  "CNX",
  "CME",
  "COKE",
  "KO",
  "CNO",
  "CDE",
  "COHR",
  "COIN",
  "FIX",
  "CMCSA",
  "COLB",
  "CL",
  "CNDT",
  "CAG",
  "COP",
  "CMP",
  "STZ",
  "ED",
  "CRBG",
  "COST",
  "GLW",
  "CTVA",
  "CXT",
  "CBRL",
  "CROX",
  "CUZ",
  "CRSP",
  "CRWD",
  "CVS",
  "CSX",
  "CUBE",
  "DHR",
  "DK",
  "DELL",
  "DAY",
  "DE",
  "DVN",
  "FANG",
  "XRAY",
  "DAL",
  "DXCM",
  null,
  null,
  null,
  "DFS",
  "DHC",
  "DLR",
  "DOCU",
  "SSTI",
  "DPZ",
  "RSP",
  "EWJ",
  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "J",
  "ADI",
  "MCO",
  "VMC",
  "VOD",
  "TTEK",
  "USMV",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  null,
  null,
  "ANET",
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 1,558
Total Value: 1693108211
Accession Number: 0001104659-25-035760
Form Type: 13F-HR
CIK: sound-income-strategies
Manager Name: Sound-Income-Strategies

Data Enrichment

70% identified

1,088 identified470 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,558 positions • $1,693,108.211K total value

1,558 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 59 of 78

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46138E727

Shares:144

Value:$3.1K

ZIM Integrated Shipping Services Ltd.

ZIM|M9T951109

Shares:213

Value:$3.1K

464286509

Shares:76

Value:$3.1K

HUDSON TECHNOLOGIES INC /NY

HDSN|444144109

Shares:500

Value:$3.1K

Seadrill Ltd

SDRL.OL|G7997W102

Shares:123

Value:$3.1K

316092303

Shares:59

Value:$3.0K

MID AMERICA APARTMENT COMMUNITIES INC.

MAA|59522J103

Shares:18

Value:$3.0K

Crescent Capital BDC, Inc.

CCAP|225655109

Shares:176

Value:$3.0K

46138G508

Shares:145

Value:$3.0K

Airbnb, Inc.

ABNB|009066101

Shares:25

Value:$3.0K

46429B655

Shares:57

Value:$2.9K

COMPASS MINERALS INTERNATIONAL INC

CMP|20451N101

Shares:316

Value:$2.9K

Jackson Financial Inc.

JXN|46817M107

Shares:35

Value:$2.9K

POWELL INDUSTRIES INC

POWL|739128106

Shares:17

Value:$2.9K

Invesco Ltd.

IVZ|G491BT108

Shares:188

Value:$2.9K

PEGASYSTEMS INC

PEGA|705573103

Shares:41

Value:$2.9K

46654Q740

Shares:48

Value:$2.8K

GAMCO Global Gold, Natural Resources & Income Trust

GGN|36465A109

Shares:635

Value:$2.8K

CAL-MAINE FOODS INC

CALM|128030202

Shares:30

Value:$2.7K

92204A603

Shares:11

Value:$2.7K

Instrument	Shares		Other Manager	Value
(cusip46138E727)✕	144	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$3.1K	QoQ +6.17% (+$182) YoY +11.74% (+$329)
ZIM Integrated Shipping Services Ltd.(ZIMcusipM9T951109)	213	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$3.1K	QoQ -32.03% (-$1.5K) YoY +44.15% (+$952)
(cusip464286509)✕	76	QoQ 0.00% (+0) YoY +100.00% (+38)	All Managers (Combined)	$3.1K	QoQ +1.11% (+$34) YoY +112.85% (+$1.6K)
HUDSON TECHNOLOGIES INC /NY(HDSNcusip444144109)	500	QoQ 0.00% (+0) YoY NEW(+500)	All Managers (Combined)	$3.1K	QoQ +10.57% (+$295) YoY NEW(+$3.1K)
Seadrill Ltd(SDRL.OLcusipG7997W102)	123	QoQ 0.00% (-0) YoY NEW(+123)	All Managers (Combined)	$3.1K	QoQ -35.77% (-$1.7K) YoY NEW(+$3.1K)
(cusip316092303)✕	59	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$3.0K	QoQ +3.46% (+$101) YoY +7.48% (+$210)
MID AMERICA APARTMENT COMMUNITIES INC.(MAAcusip59522J103)	18	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$3.0K	QoQ +8.41% (+$234) YoY +27.36% (+$648)
Crescent Capital BDC, Inc.(CCAPcusip225655109)	176	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$3.0K	QoQ -10.93% (-$370) YoY -0.82% (-$25)
(cusip46138G508)✕	145	QoQ 0.00% (-0) YoY -50.68% (-149)	All Managers (Combined)	$3.0K	QoQ -1.73% (-$53) YoY -51.72% (-$3.2K)
Airbnb, Inc.(ABNBcusip009066101)	25	QoQ 0.00% (-0) YoY -50.98% (-26)	All Managers (Combined)	$3.0K	QoQ -9.07% (-$298) YoY -64.49% (-$5.4K)
(cusip46429B655)✕	57	QoQ +1325.00% (+53) YoY NEW(+57)	All Managers (Combined)	$2.9K	QoQ +1338.23% (+$2.7K) YoY NEW(+$2.9K)
COMPASS MINERALS INTERNATIONAL INC(CMPcusip20451N101)	316	QoQ 0.00% (-0) YoY -47.94% (-291)	All Managers (Combined)	$2.9K	QoQ -17.42% (-$619) YoY -69.28% (-$6.6K)
Jackson Financial Inc.(JXNcusip46817M107)	35	QoQ 0.00% (-0) YoY -91.80% (-392)	All Managers (Combined)	$2.9K	QoQ -3.80% (-$116) YoY -89.61% (-$25.3K)
POWELL INDUSTRIES INC(POWLcusip739128106)	17	QoQ 0.00% (-0) YoY NEW(+17)	All Managers (Combined)	$2.9K	QoQ -23.14% (-$872) YoY NEW(+$2.9K)
Invesco Ltd.(IVZcusipG491BT108)	188	QoQ +317.77% (+143) YoY +30.55% (+44)	All Managers (Combined)	$2.9K	QoQ +262.38% (+$2.1K) YoY +19.38% (+$463)
PEGASYSTEMS INC(PEGAcusip705573103)	41	QoQ 0.00% (-0) YoY +925.00% (+37)	All Managers (Combined)	$2.9K	QoQ -25.41% (-$971) YoY +1000.38% (+$2.6K)
(cusip46654Q740)✕	48	QoQ 0.00% (-0) YoY NEW(+48)	All Managers (Combined)	$2.8K	QoQ -1.83% (-$53) YoY NEW(+$2.8K)
GAMCO Global Gold, Natural Resources & Income Trust(GGNcusip36465A109)	635	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$2.8K	QoQ +15.91% (+$381) YoY +13.21% (+$324)
CAL-MAINE FOODS INC(CALMcusip128030202)	30	QoQ 0.00% (-0) YoY NEW(+30)	All Managers (Combined)	$2.7K	QoQ -11.69% (-$361) YoY NEW(+$2.7K)
(cusip92204A603)✕	11	QoQ 0.00% (-0) YoY NEW(+11)	All Managers (Combined)	$2.7K	QoQ -2.68% (-$75) YoY NEW(+$2.7K)