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
VGTVANGUARD WORLD FD
$573K
HALHALLIBURTON CO
$572K
MCHPMICROCHIP TECHNOLOGY INC.
$532K
ORLYOREILLY AUTOMOTIVE INC
$525K
HOLXHOLOGIC INC
$488K
FENYFIDELITY COVINGTON TRUST
$476K
LINLINDE PLC
$446K
ADPAUTOMATIC DATA PROCESSING IN
$439K
STTSTATE STR CORP
$439K
SMOTVANECK ETF TRUST
$438K
CATCATERPILLAR INC
$436K
BXBLACKSTONE INC
$421K
UPSUNITED PARCEL SERVICE INC
$420K
WMWASTE MGMT INC DEL
$407K
JNJJOHNSON & JOHNSON
$404K
ROSTROSS STORES INC
$359K
BRK/BBERKSHIRE HATHAWAY INC DEL
$357K
MSIMOTOROLA SOLUTIONS INC
$356K
NOWSERVICENOW INC
$350K
BILSPDR SERIES TRUST
$343K
GMGENERAL MTRS CO
$339K
DGROISHARES TR
$335K
COPCONOCOPHILLIPS
$310K
GLDMWORLD GOLD TR
$308K
VLUEISHARES TR
$300K
VUGVANGUARD INDEX FDS
$291K
ARGXARGENX SE
$277K
CITHE CIGNA GROUP
$268K
NTRSNORTHERN TR CORP
$254K
ROPROPER TECHNOLOGIES INC
$246K
MDLZMONDELEZ INTL INC
$241K
LVSLAS VEGAS SANDS CORP
$231K
XLFSELECT SECTOR SPDR TR
$229K
GISGENERAL MLS INC
$226K
DHRDANAHER CORPORATION
$225K
RUNNSTRATEGIC TRUST
$218K
XLVSELECT SECTOR SPDR TR
$210K
IVWISHARES TR
$191K
ABTABBOTT LABS
$165K
NEENEXTERA ENERGY INC
$147K
IGMISHARES TR
$128K
SONYSONY GROUP CORP
$104K
CYBRCYBERARK SOFTWARE LTD
$81K
KVUEKENVUE INC
$71K
LULULULULEMON ATHLETICA INC
$51K
WBDWARNER BROS DISCOVERY INC
$42K
SESEA LTD
$23K
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