SOUND FINANCIAL STRATEGIES GROUP, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BEN | 26K | $631.17K |
 | FAST | 15K | $595.73K |
 | EGP | 13K | $2.24M |
 | ES | 10K | $666.57K |
 | ADM | 10K | $563.06K |
 | NEE | 9K | $708.63K |
 | SYY | 8K | $609.49K |
 | MDT | 7K | $692.50K |
 | XOM | 7K | $852.61K |
 | FRT | 7K | $684.53K |
 | ED | 6K | $635.25K |
 | PNR | 6K | $641.92K |
 | BRO | 6K | $485.29K |
 | AFL | 6K | $671.25K |
 | AOS | 6K | $401.41K |
 | ABT | 6K | $717.91K |
 | TROW | 6K | $578.14K |
 | CVX | 5K | $834.14K |
 | SJM | 5K | $523.67K |
 | ALB | 5K | $724.31K |
Franklin Resources, Inc.
BEN
Shares Held
26K
Value
$631.17K
Fastenal Company
FAST
Shares Held
15K
Value
$595.73K
EastGroup Properties, Inc.
EGP
Shares Held
13K
Value
$2.24M
Eversource Energy
ES
Shares Held
10K
Value
$666.57K
Archer-Daniels-Midland Company
ADM
Shares Held
10K
Value
$563.06K
NextEra Energy, Inc.
NEE
Shares Held
9K
Value
$708.63K
Sysco Corporation
SYY
Shares Held
8K
Value
$609.49K
Medtronic plc
MDT
Shares Held
7K
Value
$692.50K
Exxon Mobil Corporation
XOM
Shares Held
7K
Value
$852.61K
Federal Realty Investment Trust
FRT
Shares Held
7K
Value
$684.53K
Consolidated Edison, Inc.
ED
Shares Held
6K
Value
$635.25K
Pentair plc
PNR
Shares Held
6K
Value
$641.92K
Brown & Brown, Inc.
BRO
Shares Held
6K
Value
$485.29K
Aflac Incorporated
AFL
Shares Held
6K
Value
$671.25K
A. O. Smith Corporation
AOS
Shares Held
6K
Value
$401.41K
Abbott Laboratories
ABT
Shares Held
6K
Value
$717.91K
T. Rowe Price Group, Inc.
TROW
Shares Held
6K
Value
$578.14K
Chevron Corporation
CVX
Shares Held
5K
Value
$834.14K
The J. M. Smucker Company
SJM
Shares Held
5K
Value
$523.67K
Albemarle Corporation
ALB
Shares Held
5K
Value
$724.31K