Soundwatch Capital LLC Top Holdings and 13F Report (2024) → Trump’s Gift Could Unleash $51 Billion in New Wealth (From Wealthpin Pro) (Ad) About Soundwatch Capital LLCInvestment ActivitySoundwatch Capital LLC has $513.01 million in total holdings as of March 31, 2024.Soundwatch Capital LLC owns shares of 13 different stocks, but just 2 companies or ETFs make up 80% of its holdings.Approximately 58.83% of the portfolio was purchased this quarter.About 4.45% of the portfolio was sold this quarter.This quarter, Soundwatch Capital LLC has purchased 32 new stocks and bought additional shares in 6 stocks.Soundwatch Capital LLC sold shares of 4 stocks and completely divested from 20 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $260,197,399iShares Core S&P 500 ETF $225,039,743Vanguard S&P 500 ETF $10,499,611Vanguard Large-Cap ETF $6,087,684Vanguard ESG US Stock ETF $3,752,598 Largest New Holdings this Quarter Vanguard ESG US Stock ETF $3,752,598 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 405,800 shares (about $211.89M)iShares Core S&P 500 ETF 147,106 shares (about $77.28M)Vanguard S&P 500 ETF 11,164 shares (about $5.36M)Vanguard ESG US Stock ETF 40,407 shares (about $3.75M)Invesco QQQ 4,417 shares (about $1.97M) Largest Sales this Quarter Apple 54,606 shares (about $9.28M)iShares MSCI USA Quality Factor ETF 4,326 shares (about $708.90K)Microsoft 1,522 shares (about $646.20K)iShares Russell 1000 ETF 334 shares (about $95.99K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSoundwatch Capital LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$260,197,399$211,892,405 ▲438.7%498,31050.7%FinanceIVViShares Core S&P 500 ETF$225,039,743$77,282,237 ▲52.3%428,36143.9%ETFVOOVanguard S&P 500 ETF$10,499,611$5,359,501 ▲104.3%21,8712.0%ETFVVVanguard Large-Cap ETF$6,087,684$1,382,203 ▲29.4%25,4131.2%ETFESGVVanguard ESG US Stock ETF$3,752,598$3,752,598 ▲New Holding40,4070.7%ETFQQQInvesco QQQ$3,099,522$1,965,344 ▲173.3%6,9660.6%FinanceIWBiShares Russell 1000 ETF$1,137,242$95,992 ▼-7.8%3,9570.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$759,592$180,236 ▲31.1%6,6040.1%ETFOEFiShares S&P 100 ETF$632,5500.0%2,5600.1%ETFQUALiShares MSCI USA Quality Factor ETF$537,657$708,901 ▼-56.9%3,2810.1%ETFMSFTMicrosoft$449,195$646,195 ▼-59.0%1,0580.1%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$445,1420.0%1,1260.1%FinanceAAPLApple$367,095$9,284,664 ▼-96.2%2,1590.1%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$0$2,027,099 ▼-100.0%00.0%ETFADVISOR MANAGED PORTFOLIOS$0$1,495,710 ▼-100.0%00.0%SOUNDWATCH HEDGDUNHUnitedHealth Group$0$1,037,009 ▼-100.0%00.0%MedicalMOATVanEck Morningstar Wide Moat ETF$0$881,763 ▼-100.0%00.0%ETFCOWZPacer US Cash Cows 100 ETF$0$762,850 ▼-100.0%00.0%ETFAMZNAmazon.com$0$742,437 ▼-100.0%00.0%Retail/WholesaleUSMViShares MSCI USA Min Vol Factor ETF$0$724,917 ▼-100.0%00.0%ETFSCHDSchwab US Dividend Equity ETF$0$647,568 ▼-100.0%00.0%ETFSCHGSchwab U.S. Large-Cap Growth ETF$0$491,350 ▼-100.0%00.0%ETFVGTVanguard Information Technology ETF$0$452,056 ▼-100.0%00.0%ETFVTVVanguard Value ETF$0$341,557 ▼-100.0%00.0%ETFADBEAdobe$0$338,869 ▼-100.0%00.0%Computer and TechnologyAMATApplied Materials$0$312,471 ▼-100.0%00.0%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$0$303,154 ▼-100.0%00.0%ETFTXNTexas Instruments$0$288,930 ▼-100.0%00.0%Computer and TechnologyDGROiShares Core Dividend Growth ETF$0$283,739 ▼-100.0%00.0%ETFQQQMInvesco NASDAQ 100 ETF$0$256,305 ▼-100.0%00.0%ETFSMOTVanEck Morningstar SMID Moat ETF$0$256,004 ▼-100.0%00.0%ETFCOSTCostco Wholesale$0$227,728 ▼-100.0%00.0%Retail/WholesaleXLVHealth Care Select Sector SPDR Fund$0$201,433 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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