Soundwatch Capital LLC Top Holdings and 13F Report (2025) About Soundwatch Capital LLCInvestment ActivitySoundwatch Capital LLC has $219.59 million in total holdings as of March 31, 2025.Soundwatch Capital LLC owns shares of 29 different stocks, but just 2 companies or ETFs make up 80% of its holdings.Approximately 0.19% of the portfolio was purchased this quarter.About 310.90% of the portfolio was sold this quarter.This quarter, Soundwatch Capital LLC has purchased 36 new stocks and bought additional shares in 0 stocks.Soundwatch Capital LLC sold shares of 20 stocks and completely divested from 9 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $147,387,793SPDR S&P 500 ETF Trust $31,708,821Apple $12,571,892Vanguard S&P 500 ETF $6,777,959Vanguard Large-Cap ETF $5,104,616 Largest New Holdings this Quarter 78468R663 - SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $209,695 Holding81369Y209 - Health Care Select Sector SPDR Fund $207,480 Holding Largest Purchases this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 2,286 shares (about $209.70K)Health Care Select Sector SPDR Fund 1,421 shares (about $207.48K) Largest Sales this Quarter iShares Core S&P 500 ETF 712,647 shares (about $400.44M)SPDR S&P 500 ETF Trust 468,946 shares (about $262.32M)Vanguard S&P 500 ETF 9,127 shares (about $4.69M)Invesco QQQ 6,649 shares (about $3.12M)Apple 6,851 shares (about $1.52M) 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 PortfolioSectorIVViShares Core S&P 500 ETF$147,387,793$400,435,636 ▼-73.1%262,30367.1%ETFSPYSPDR S&P 500 ETF Trust$31,708,821$262,322,039 ▼-89.2%56,68514.4%FinanceAAPLApple$12,571,892$1,521,813 ▼-10.8%56,5975.7%Computer and TechnologyVOOVanguard S&P 500 ETF$6,777,959$4,690,457 ▼-40.9%13,1893.1%ETFVVVanguard Large-Cap ETF$5,104,616$1,482,035 ▼-22.5%19,8602.3%ETFRSPInvesco S&P 500 Equal Weight ETF$2,393,8650.0%13,8191.1%ETFADVISOR MANAGED PORTFOLIOS$1,700,1200.0%61,1000.8%SOUNDWATCH HEDGDIWBiShares Russell 1000 ETF$1,156,1030.0%3,7690.5%ETFMSFTMicrosoft$956,118$251,887 ▼-20.9%2,5470.4%Computer and TechnologyUNHUnitedHealth Group$899,803$106,845 ▼-10.6%1,7180.4%MedicalSCHDSchwab US Dividend Equity ETF$865,079$115,978 ▼-11.8%30,9400.4%ETFQQQInvesco QQQ$843,680$3,118,193 ▼-78.7%1,7990.4%FinanceMOATVanEck Morningstar Wide Moat ETF$842,472$272,611 ▼-24.4%9,5740.4%ETFDIASPDR Dow Jones Industrial Average ETF Trust$776,7780.0%1,8500.4%FinanceOEFiShares S&P 100 ETF$693,3250.0%2,5600.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$610,050$195,704 ▼-24.3%5,0000.3%ETFQUALiShares MSCI USA Quality Factor ETF$575,552$232,750 ▼-28.8%3,3680.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$541,328$48,777 ▼-8.3%21,6190.2%ETFVGTVanguard Information Technology ETF$473,498$30,916 ▼-6.1%8730.2%ETFCOSTCostco Wholesale$328,186$25,536 ▼-7.2%3470.1%Retail/WholesaleDGROiShares Core Dividend Growth ETF$325,704$23,724 ▼-6.8%5,2720.1%ETFTXNTexas Instruments$306,3890.0%1,7050.1%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$298,809$85,210 ▼-22.2%2,8580.1%ETFCOWZPacer US Cash Cows 100 ETF$289,348$123,592 ▼-29.9%5,2840.1%ETFAMATApplied Materials$280,3720.0%1,9320.1%Computer and TechnologySMOTVanEck Morningstar SMID Moat ETF$255,275$13,083 ▼-4.9%7,7850.1%ETFXLFFinancial Select Sector SPDR Fund$210,148$37,557 ▼-15.2%4,2190.1%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$209,695$209,695 ▲New Holding2,2860.1%ETFXLVHealth Care Select Sector SPDR Fund$207,480$207,480 ▲New Holding1,4210.1%ETFESGVVanguard ESG US Stock ETF$0$4,075,921 ▼-100.0%00.0%ETFGSThe Goldman Sachs Group$0$1,020,409 ▼-100.0%00.0%FinanceAMZNAmazon.com$0$647,859 ▼-100.0%00.0%Retail/WholesaleNVDANVIDIA$0$455,512 ▼-100.0%00.0%Computer and TechnologyVUGVanguard Growth ETF$0$414,955 ▼-100.0%00.0%ETFQQQMInvesco NASDAQ 100 ETF$0$270,416 ▼-100.0%00.0%ETFIYWiShares U.S. Technology ETF$0$254,076 ▼-100.0%00.0%ManufacturingBRK.BBerkshire Hathaway$0$214,401 ▼-100.0%00.0%FinanceVCRVanguard Consumer Discretionary ETF$0$211,339 ▼-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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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