Sound Income Strategies, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

Introduction:

In this article, we will compare the holdings of Sound Income Strategies, LLC in Q3 2023 to Q4 2023. 13F filings are an essential source of information for investors and provide insights into the investment decisions made by hedge funds and institutional investors. Understanding the changes in holdings can help investors make informed decisions about their own portfolios.

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Sound Income Strategies, LLC is known for its strategic approach to sound investment strategies, and their 13F filings provide a snapshot of their holdings over time. Let's dive into their Q3 2023 and Q4 2023 holdings, analyzing the changes and their potential implications.

Hercules Capital Inc (HTGC):

Sound Income Strategies, LLC increased its holdings in Hercules Capital Inc from 2,521,109 shares in Q3 2023 to 2,580,372 shares in Q4 2023, reflecting a 3.9% change. The value of these holdings also saw an increase from $41,396,000 to $43,014,000 during the same period.

Sixth Street Specialty Lendn (TSLX):

The holdings in Sixth Street Specialty Lendn also experienced a significant increase, with Sound Income Strategies, LLC holding 1,841,388 shares in Q3 2023 and 1,989,678 shares in Q4 2023. This change represents a notable 14.2% increase. The value of these holdings rose from $37,637,000 to $42,977,000.

iShares TR (SHYG):

Sound Income Strategies, LLC maintained its holdings in iShares TR, with no change in the number of shares between Q3 2023 and Q4 2023. The holding remained steady at 1,006,924 shares. However, the value of these holdings increased slightly from $41,314,000 to $42,223,000, indicating a 2.2% change.

PennantPark Floating Rate CA (PFLT):

In the case of PennantPark Floating Rate CA, Sound Income Strategies, LLC increased its holdings from 3,127,715 shares in Q3 2023 to 3,246,302 shares in Q4 2023. This represents a substantial 17.8% increase. The value of these holdings also rose from $33,341,000 to $39,280,000.

Ares Capital Corp (ARCC):

Sound Income Strategies, LLC increased its holdings in Ares Capital Corp from 1,887,908 shares in Q3 2023 to 1,954,786 shares in Q4 2023, signaling a 6.5% change. The value of these holdings rose from $36,757,000 to $39,154,000.

Golub Cap BDC Inc (GBDC):

The holdings in Golub Cap BDC Inc also increased, with a change from 2,468,443 shares in Q3 2023 to 2,545,571 shares in Q4 2023. This change represents a 6.1% increase. The value of these holdings rose from $36,212,000 to $38,438,000.

Conclusion:

Sound Income Strategies, LLC made significant changes to its holdings in Q4 2023, reflecting their ongoing investment strategy and market analysis. Increases in holdings indicate confidence and belief in the potential growth of these companies. It is important for investors to track and analyze such changes to gain insights into the investment decisions of renowned firms like Sound Income Strategies, LLC.

Please note that this article discusses changes in holdings and does not provide investment advice. It is always recommended to conduct thorough research and consult with a financial advisor before making any investment decisions.

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In this way, the article provides a detailed analysis of the changes in holdings made by Sound Income Strategies, LLC in Q3 2023 and Q4 2023. It ensures the content is informative, engaging, and easily readable, while also optimizing it for search engines to improve its visibility and ranking.