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 6 of 78

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Stellantis N.V.

STLA|N82405106

Shares:345.0K

Value:$3.9M

SPDR GOLD TRUST

GLD|78463V107

Shares:13.3K

Value:$3.8M

Dun & Bradstreet Holdings, Inc.

DNB|26484T106

Shares:400.4K

Value:$3.6M

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:6.3K

Value:$3.5M

Nomad Foods Ltd

NOMD|G6564A105

Shares:179.8K

Value:$3.5M

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:6.5K

Value:$3.5M

Viatris Inc

VTRS|92556V106

Shares:388.5K

Value:$3.4M

WESTERN DIGITAL CORP

WDC|958102105

Shares:82.0K

Value:$3.3M

464287804

IJR|464287804

Shares:30.7K

Value:$3.2M

464287309

IVW|464287309

Shares:31.8K

Value:$3.0M

464287879

Shares:28.5K

Value:$2.8M

JPMORGAN CHASE & CO

JPM|46625H100

Shares:10.9K

Value:$2.7M

SEALED AIR CORP/DE

SEE|81211K100

Shares:86.0K

Value:$2.5M

922908553

VNQ|922908553

Shares:27.1K

Value:$2.5M

81369Y860

Shares:58.5K

Value:$2.4M

922908769

VTI|922908769

Shares:8.7K

Value:$2.4M

EXXON MOBIL CORP

XOM|30231G102

Shares:20.1K

Value:$2.4M

46436E718

Shares:21.6K

Value:$2.2M

Sensata Technologies Holding plc

ST|G8060N102

Shares:89.3K

Value:$2.2M

464287168

DVY|464287168

Shares:15.9K

Value:$2.1M

Instrument	Shares		Other Manager	Value
Stellantis N.V.(STLAcusipN82405106)	345.0K	QoQ +8.61% (-27.4K) YoY +93.29% (-166.5K)	All Managers (Combined)	$3.9M	QoQ -6.69% (-$277.6K) YoY -23.43% (-$1.2M)
SPDR GOLD TRUST(GLDcusip78463V107)	13.3K	QoQ -4.98% (-696) YoY +184.16% (+8.6K)	All Managers (Combined)	$3.8M	QoQ +13.06% (-$441.6K) YoY +297.99% (+$2.9M)
Dun & Bradstreet Holdings, Inc.(DNBcusip26484T106)	400.4K	QoQ NEW(+400.4K) YoY NEW(+400.4K)	All Managers (Combined)	$3.6M	QoQ NEW(+$3.6M) YoY NEW(+$3.6M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	6.3K	QoQ +201.14% (+4.2K) YoY +141.07% (+3.7K)	All Managers (Combined)	$3.5M	QoQ +187.38% (+$2.3M) YoY +157.85% (+$2.2M)
Nomad Foods Ltd(NOMDcusipG6564A105)	179.8K	QoQ +9.04% (+14.9K) YoY NEW(+179.8K)	All Managers (Combined)	$3.5M	QoQ +27.69% (+$766.1K) YoY NEW(+$3.5M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	6.5K	QoQ +11.88% (+688) YoY +62.96% (+2.5K)	All Managers (Combined)	$3.5M	QoQ +31.45% (+$825.6K) YoY +106.39% (+$1.8M)
Viatris Inc(VTRScusip92556V106)	388.5K	QoQ +81.21% (+174.1K) YoY +142.46% (+228.3K)	All Managers (Combined)	$3.4M	QoQ +26.78% (+$714.9K) YoY +76.87% (+$1.5M)
WESTERN DIGITAL CORP(WDCcusip958102105)	82.0K	QoQ +8.10% (-6.2K) YoY +15.12% (-10.8K)	All Managers (Combined)	$3.3M	QoQ -26.70% (-$1.2M) YoY -31.79% (-$1.5M)
(IJRcusip464287804)	30.7K	QoQ +4.06% (-1.2K) YoY +219.79% (+21.1K)	All Managers (Combined)	$3.2M	QoQ -5.55% (-$188.7K) YoY +202.59% (+$2.1M)
(IVWcusip464287309)	31.8K	QoQ +4.99% (-1.5K) YoY +51.12% (+10.8K)	All Managers (Combined)	$3.0M	QoQ -4.00% (-$123.3K) YoY +66.14% (+$1.2M)
(cusip464287879)✕	28.5K	QoQ +24.02% (+5.5K) YoY -10.13% (-3.2K)	All Managers (Combined)	$2.8M	QoQ +11.31% (+$282.7K) YoY -14.75% (-$481.4K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	10.9K	QoQ +32.45% (+2.7K) YoY +30.53% (+2.5K)	All Managers (Combined)	$2.7M	QoQ +35.55% (+$698.7K) YoY +59.86% (+$997.5K)
SEALED AIR CORP/DE(SEEcusip81211K100)	86.0K	QoQ +8.26% (-6.6K) YoY +84.41% (+39.4K)	All Managers (Combined)	$2.5M	QoQ -7.50% (-$201.8K) YoY +43.26% (+$750.6K)
(VNQcusip922908553)	27.1K	QoQ +2.52% (+667) YoY +12.38% (+3.0K)	All Managers (Combined)	$2.5M	QoQ +4.20% (+$99.0K) YoY +17.65% (+$368.1K)
(cusip81369Y860)✕	58.5K	QoQ +0.36% (+215) YoY +14.20% (+7.3K)	All Managers (Combined)	$2.4M	QoQ +3.28% (+$77.8K) YoY +20.90% (+$423.6K)
(VTIcusip922908769)	8.7K	QoQ +380.49% (+6.9K) YoY +577.33% (+7.4K)	All Managers (Combined)	$2.4M	QoQ +355.63% (+$1.9M) YoY +616.22% (+$2.1M)
EXXON MOBIL CORP(XOMcusip30231G102)	20.1K	QoQ +9.94% (+1.8K) YoY +47.75% (+6.5K)	All Managers (Combined)	$2.4M	QoQ +21.56% (+$423.6K) YoY +51.17% (+$808.5K)
(cusip46436E718)✕	21.6K	QoQ +0.73% (+157) YoY +55410.25% (+21.6K)	All Managers (Combined)	$2.2M	QoQ +1.08% (+$23.3K) YoY +55383.47% (+$2.2M)
Sensata Technologies Holding plc(STcusipG8060N102)	89.3K	QoQ +8.39% (-6.9K) YoY +46.45% (-28.3K)	All Managers (Combined)	$2.2M	QoQ -3.99% (-$90.1K) YoY -3.25% (-$72.8K)
(DVYcusip464287168)	15.9K	QoQ +13187.50% (+15.8K) YoY +13187.50% (+15.8K)	All Managers (Combined)	$2.1M	QoQ +13491.06% (+$2.1M) YoY +14385.67% (+$2.1M)