Sound Financial Strategies Group, LLC
CIK
1800620
City
MADISON
State / Country
MS
Top Portfolio Positions
65 positions ·
$23,988,676 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| EGP |
Eastgroup Properties Inc
Real Estate
|
12,551 | $2,323,064 | 9.68% | |
| NVDA |
Nvidia Corp
Technology
|
5,815 | $1,014,136 | 4.23% | |
| AAPL |
Apple Inc.
Technology
|
3,872 | $982,674 | 4.10% | |
| IBIT |
iShares Bitcoin Trust ETF
|
24,117 | $926,575 | 3.86% | |
| CVX |
Chevron Corp
Energy
|
2,679 | $554,285 | 2.31% | |
| MSFT |
Microsoft Corp
Technology
|
1,439 | $532,674 | 2.22% | |
| LIN |
Linde PLC
Basic Materials
|
1,038 | $514,598 | 2.15% | |
| RQI |
Cohen & Steers Quality Income Realty Fund Inc
Financial Services
|
41,436 | $499,303 | 2.08% | |
| IAU |
Ishares Gold Trust
|
5,555 | $489,728 | 2.04% | |
| XOM |
Exxon Mobil Corp
Energy
|
2,795 | $474,199 | 1.98% |
Portfolio Trend
Holdings in RQI
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $499,303 | 41,436 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,148,440 | 100,564 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,239,941 | 99,434 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,156,069 | 92,857 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,201,037 | 95,624 | Shares | Sole | 2025-05-09 | |
| No 13F history on record for this holder in this stock. | ||||||