Soundmark Wealth Management

Latest statistics and disclosures from Soundmark Wealth Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are Amr, and represent % of Soundmark Wealth Management's stock portfolio.
  • Added to shares of these 1 stock: Amr.
  • Started 1 new stock position in Amr.
  • Reduced shares in these 10 stocks: DFAC (-$25M), MSFT (-$16M), DFIC (-$14M), BIV (-$13M), DFAX (-$13M), DFUV (-$11M), VTV (-$11M), BSV (-$10M), IVE (-$7.8M), .
  • Sold out of its positions in AMZN, AVEM, AVDE, AVDV, AVUV, AAPL, BA, CMCSA, COST, DFAU.
  • Soundmark Wealth Management was a net seller of stock by $-225M.
  • Central Index Key (CIK): 0001831431

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Portfolio Holdings for Soundmark Wealth Management

Soundmark Wealth Management holds 1 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amr 0.0 $0 NEW 0 0.00
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Past Filings by Soundmark Wealth Management

SEC 13F filings are viewable for Soundmark Wealth Management going back to 2020