Soundwatch Capital LLC Q2 2025 Filing

Filed August 12, 2025

Portfolio Value

$588.4M

Holdings

147

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (147 positions)

StockValue
IVVISHARES TR
$167.9M
SPYSPDR S&P 500 ETF TR
$62.0M
VOOVANGUARD INDEX FDS
$29.0M
ACGLARCH CAP GROUP LTD
$13.4M
NOCNORTHROP GRUMMAN CORP
$12.8M
AAPLAPPLE INC
$12.8M
SCHGSCHWAB STRATEGIC TR
$11.0M
DDOGDATADOG INC
$10.6M
NVDANVIDIA CORPORATION
$10.1M
FNDXSCHWAB STRATEGIC TR
$10.0M
AMATAPPLIED MATLS INC
$8.9M
TEVATEVA PHARMACEUTICAL INDS LTD
$8.5M
PGPROCTER AND GAMBLE CO
$8.2M
JPMJPMORGAN CHASE & CO.
$8.1M
QUALISHARES TR
$6.7M
EMNEASTMAN CHEM CO
$6.2M
BACBANK AMERICA CORP
$6.2M
QQQMINVESCO EXCH TRADED FD TR II
$5.9M
VVVANGUARD INDEX FDS
$5.6M
NFLXNETFLIX INC
$5.1M
HLTHILTON WORLDWIDE HLDGS INC
$5.0M
CNCCENTENE CORP DEL
$5.0M
DEDEERE & CO
$5.0M
COWZPACER FDS TR
$5.0M
COFCAPITAL ONE FINL CORP
$4.8M
MCDMCDONALDS CORP
$4.8M
SHDGADVISOR MANAGED PORTFOLIOS
$4.7M
LYBLYONDELLBASELL INDUSTRIES N
$4.6M
TXNTEXAS INSTRS INC
$4.2M
MSFTMICROSOFT CORP
$3.9M
GOOGALPHABET INC
$3.8M
MCOMOODYS CORP
$3.7M
TJXTJX COS INC NEW
$3.7M
MCKMCKESSON CORP
$3.7M
XLGINVESCO EXCHANGE TRADED FD T
$3.4M
MAMASTERCARD INCORPORATED
$3.4M
METAMETA PLATFORMS INC
$3.3M
DALDELTA AIR LINES INC DEL
$3.2M
UNHUNITEDHEALTH GROUP INC
$3.1M
MOATVANECK ETF TRUST
$2.8M
SCHDSCHWAB STRATEGIC TR
$2.8M
CEGCONSTELLATION ENERGY CORP
$2.7M
RSGREPUBLIC SVCS INC
$2.6M
MRSHMARSH & MCLENNAN COS INC
$2.5M
RSPINVESCO EXCHANGE TRADED FD T
$2.5M
IJRISHARES TR
$2.5M
SOSOUTHERN CO
$2.5M
CSCOCISCO SYS INC
$2.4M
PCARPACCAR INC
$2.4M
UNPUNION PAC CORP
$2.4M
FSTAFIDELITY COVINGTON TRUST
$2.3M
FRELFIDELITY COVINGTON TRUST
$2.2M
EOGEOG RES INC
$2.2M
TMOTHERMO FISHER SCIENTIFIC INC
$2.0M
AMZNAMAZON COM INC
$2.0M
ADMARCHER DANIELS MIDLAND CO
$1.9M
DSTLETF SER SOLUTIONS
$1.8M
COSTCOSTCO WHSL CORP NEW
$1.7M
APHAMPHENOL CORP NEW
$1.6M
AXPAMERICAN EXPRESS CO
$1.6M
VCRVANGUARD WORLD FD
$1.6M
TSCOTRACTOR SUPPLY CO
$1.5M
IJSISHARES TR
$1.5M
IPGINTERPUBLIC GROUP COS INC
$1.5M
CARRCARRIER GLOBAL CORPORATION
$1.5M
MARMARRIOTT INTL INC NEW
$1.5M
ETNEATON CORP PLC
$1.5M
KMXCARMAX INC
$1.4M
PSXPHILLIPS 66
$1.4M
GOOGLALPHABET INC
$1.3M
IWBISHARES TR
$1.3M
XLISELECT SECTOR SPDR TR
$1.2M
DGDOLLAR GEN CORP NEW
$1.2M
NDQINVESCO QQQ TR
$1.0M
SPGIS&P GLOBAL INC
$1.0M
BACVERIZON COMMUNICATIONS INC
$966K
WMTWALMART INC
$955K
WTWWILLIS TOWERS WATSON PLC LTD
$893K
XLESELECT SECTOR SPDR TR
$884K
ELVELEVANCE HEALTH INC
$866K
ABBVABBVIE INC
$863K
COOCOOPER COS INC
$843K
OEFISHARES TR
$834K
DONSPDR DOW JONES INDL AVERAGE
$812K
TFCTRUIST FINL CORP
$812K
JEPQJ P MORGAN EXCHANGE TRADED F
$788K
ULUNILEVER PLC
$769K
AMDADVANCED MICRO DEVICES INC
$751K
USMVISHARES TR
$720K
VVISA INC
$692K
HESHESS CORP
$686K
ITOTISHARES TR
$677K
IXORIX CORP
$674K
QCOMQUALCOMM INC
$670K
KLACKLA CORP
$657K
CRMSALESFORCE INC
$653K
EVTRMORGAN STANLEY ETF TRUST
$634K
MFGMIZUHO FINANCIAL GROUP INC
$616K
LLYELI LILLY & CO
$593K
XLYSELECT SECTOR SPDR TR
$590K
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