test

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
FXEDTidal Etf Tr
Recent Activity
Increased 2.54%
2.21%
$34.225M
1.785M shares@ $19.18 avg price
BXSLCommon Stockblackstone Secd Lending Fd
Recent Activity
Increased 21.99%
1.75%
$27.141M
926,633 shares@ $29.29 avg price
TAt&t Inc
Recent Activity
Increased 5.34%
1.67%
$25.943M
1.179M shares@ $22.0 avg price
IBMInternational Business Machs
Recent Activity
Increased 6.21%
1.59%
$24.683M
111,647 shares@ $221.08 avg price
OMCOmnicom Group Inc
Recent Activity
Increased 5.17%
1.57%
$24.377M
235,779 shares@ $103.4 avg price
LYBLyondellbasell Industries N
Recent Activity
Increased 5.27%
1.56%
$24.101M
251,316 shares@ $95.91 avg price
DIVYTidal Etf Tr
Recent Activity
Increased 1.34%
1.55%
$23.967M
886,800 shares@ $27.03 avg price
ENBEnbridge Inc
Recent Activity
Increased 5.31%
1.53%
$23.636M
582,020 shares@ $40.62 avg price
GEF.BGreif Inc
Recent Activity
Increased 5.28%
1.38%
$21.406M
306,544 shares@ $69.83 avg price
AAPLApple Inc
Recent Activity
Increased 1.45%
1.33%
$20.628M
88,531 shares@ $233.0 avg price