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Charles Radlauer

@Sound Income Strategies, Llc

Latest period2024 - Q3ReportedManaged Assets$1.554BTotal holdings1409
Assets growth rate-2.91%Assets growth rate (2-Q avg)8.31%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sound Income Strategies, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1409 positions.

Assets under management

The assets under management (AUM) of Sound Income Strategies, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.554B in assets, with a quarterly growth rate of -2.91% and a 2-quarter average growth rate of 8.31%. The portfolio is managed by Charles Radlauer, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SONSonoco Prods Co
Recent Activity
New Position
0.64%
$9.935M
181,856 shares@ $54.63 avg price
PRGOPerrigo Co Plc
Recent Activity
New Position
0.64%
$9.846M
375,384 shares@ $26.23 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
New Position
0.19%
$2.881M
5,058 shares@ $569.66 avg price
ADTAdt Inc Del
Recent Activity
New Position
0.17%
$2.568M
355,184 shares@ $7.23 avg price
SGOVIshares Tr
Recent Activity
New Position
0.08%
$1.158M
11,500 shares@ $100.72 avg price
BLCVLarge Cap Valueblackrock Etf Trust
Recent Activity
New Position
0.02%
$269,712
8,347 shares@ $32.32 avg price
TTCToro Co
Recent Activity
New Position
0.02%
$238,247
2,747 shares@ $86.73 avg price
PHMPulte Group Inc
Recent Activity
New Position
0.02%
$226,347
1,577 shares@ $143.54 avg price
JULQPrem Inc 40 Barrinnovator Etfs Tr
Recent Activity
New Position
0.02%
$202,291
8,116 shares@ $24.93 avg price
CHEChemed Corp New
Recent Activity
New Position
0.02%
$200,724
334 shares@ $600.98 avg price