SOUND FINANCIAL STRATEGIES GROUP, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EGP | 13K | $2.32M |
 | BEN | 11K | $255.28K |
 | FAST | 6K | $295.94K |
 | AMCR | 6K | $234.56K |
 | NVDA | 6K | $1.01M |
 | NEE | 4K | $406.26K |
 | ADM | 4K | $306.53K |
 | ES | 4K | $281.76K |
 | AAPL | 4K | $982.67K |
 | AOS | 4K | $238.04K |
 | SYY | 3K | $232.04K |
 | SWK | 3K | $230.80K |
 | TROW | 3K | $279.88K |
 | MDT | 3K | $250.68K |
 | PG | 3K | $417.58K |
 | PNR | 3K | $251.49K |
 | XOM | 3K | $474.20K |
 | SO | 3K | $262.63K |
 | FRT | 3K | $287.09K |
 | CVX | 3K | $554.28K |
EastGroup Properties, Inc.
EGP
Shares Held
13K
Value
$2.32M
Franklin Resources, Inc.
BEN
Shares Held
11K
Value
$255.28K
Fastenal Company
FAST
Shares Held
6K
Value
$295.94K
Amcor plc
AMCR
Shares Held
6K
Value
$234.56K
NVIDIA Corporation
NVDA
Shares Held
6K
Value
$1.01M
NextEra Energy, Inc.
NEE
Shares Held
4K
Value
$406.26K
Archer-Daniels-Midland Company
ADM
Shares Held
4K
Value
$306.53K
Eversource Energy
ES
Shares Held
4K
Value
$281.76K
Apple Inc.
AAPL
Shares Held
4K
Value
$982.67K
A. O. Smith Corporation
AOS
Shares Held
4K
Value
$238.04K
Sysco Corporation
SYY
Shares Held
3K
Value
$232.04K
Stanley Black & Decker, Inc.
SWK
Shares Held
3K
Value
$230.80K
T. Rowe Price Group, Inc.
TROW
Shares Held
3K
Value
$279.88K
Medtronic plc
MDT
Shares Held
3K
Value
$250.68K
The Procter & Gamble Company
PG
Shares Held
3K
Value
$417.58K
Pentair plc
PNR
Shares Held
3K
Value
$251.49K
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$474.20K
The Southern Company
SO
Shares Held
3K
Value
$262.63K
Federal Realty Investment Trust
FRT
Shares Held
3K
Value
$287.09K
Chevron Corporation
CVX
Shares Held
3K
Value
$554.28K