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Sunrise Financial Services

Latest statistics and disclosures from Sunrise Financial Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are CGDV, QQQM, IWY, HGER, XMMO, and represent 39.30% of Sunrise Financial Services's stock portfolio.
Added to shares of these 10 stocks: CGDV, VGT, QQQM, IWY, DYNF, XMMO, HGER, BKIE, PRFZ, JPLD.
Started 39 new stock positions in CRWD, DD, MINT, SHYG, GIS, USIG, CDNS, ED, CRM, EXEL.
Reduced shares in these 10 stocks: TBIL, , , GOVT, BRK.B, IGSB, JIRE, IEFA, SPEM, QTEC.
Sold out of its positions in AES, ABVX, ALB, AREC, MJ, AVR, AVTR, BLCO, BYND, BILL.
Sunrise Financial Services was a net buyer of stock by $9.8M.
Sunrise Financial Services has $168M in assets under management (AUM), dropping by 19.31%.
Central Index Key (CIK): 0002110891

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Portfolio Holdings for Sunrise Financial Services

Sunrise Financial Services holds 587 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Sunrise Financial Services has 587 total positions. Only the first 250 positions are shown.

Sign up to view all of the Sunrise Financial Services June 30, 2026 positions
Download the Sunrise Financial Services June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Capital Group Dividend Value Shs Creat Unit (CGDV)	13.8	$23M	+6%	471k	49.28	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	9.2	$16M	+4%	51k	302.97	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	5.8	$9.7M	+6%	33k	290.62	View chart
Harbor Etf Trust Comm All Wea Etf (HGER)	5.7	$9.6M	+5%	329k	29.34	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	4.8	$8.2M	+6%	48k	170.14	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	4.1	$7.0M	+8%	102k	68.01	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	4.1	$7.0M	+3%	37k	190.52	View chart
Bny Mellon Etf Trust Internationl Eqt (BKIE)	3.9	$6.5M	+8%	65k	100.60	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	3.6	$6.0M	+8%	108k	55.77	View chart
Ea Series Trust Freedom 100 Em (FRDM)	3.6	$6.0M	+4%	82k	72.90	View chart
The Alger Etf Trust Ai Enablers Adop (ALAI)	3.2	$5.4M	+5%	117k	45.64	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	3.1	$5.2M	+8%	128k	40.59	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	2.9	$4.9M	+9%	94k	52.19	View chart
RBB Us Treasry 12 Mt (OBIL)	2.4	$4.1M	+9%	81k	49.98	View chart
Pgim Etf Tr Shrt Dur Hgh Yld (PSH)	2.3	$3.9M	+7%	79k	49.88	View chart
Vaneck Etf Trust Real Assets Etf (RAAX)	1.9	$3.3M	+10%	82k	39.67	View chart
T Rowe Price Exchange-traded Us High Yield (THYF)	1.6	$2.7M	+6%	53k	51.56	View chart
Blackrock Etf Trust Ii Isha Floa Ln Etf (BRLN)	1.6	$2.7M	+8%	52k	50.90	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	1.4	$2.4M	+9%	49k	48.35	View chart
NVIDIA Corporation (NVDA)	1.2	$2.0M	+2%	10k	200.09	View chart
Microsoft Corporation (MSFT)	1.2	$1.9M		5.2k	373.02	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$1.6M	+2%	4.4k	370.05	View chart
Vanguard World Inf Tech Etf (VGT)	1.0	$1.6M	+700%	14k	119.52	View chart
Capital Grp Fixed Incm Etf T Shor Dur Mun Etf (CGSM)	0.7	$1.1M	+18%	42k	26.38	View chart
Harbor Etf Trust Internatnal Comp (OSEA)	0.6	$1.1M	-2%	36k	30.54	View chart
Amazon (AMZN)	0.6	$1.1M		4.4k	238.34	View chart
Costco Wholesale Corporation (COST)	0.6	$992k		1.1k	935.47	View chart
Etf Ser Solutions Us Vega Clim Etf (VEGN)	0.5	$852k	+11%	10k	82.26	View chart
Tesla Motors (TSLA)	0.4	$752k		1.8k	420.60	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$699k	+4%	949.00	736.40	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.4	$696k	-4%	12k	59.50	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.4	$642k	+4%	23k	27.47	View chart
Rbb Fund Trust Firs Eagl Ov Etf (FEOE)	0.4	$635k	+16%	12k	53.40	View chart
Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC)	0.4	$613k		4.9k	123.90	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.4	$612k	+4%	11k	57.88	View chart
Starbucks Corporation (SBUX)	0.3	$535k	-3%	5.2k	102.19	View chart
Apple (AAPL)	0.3	$522k	+7%	1.8k	289.36	View chart
Morgan Stanley Etf Trust Calvert Ult Shr (CVSB)	0.3	$512k	-4%	10k	50.64	View chart
Williams-Sonoma (WSM)	0.3	$501k		2.1k	233.10	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.2	$393k	+16%	3.4k	114.88	View chart
RBB F/m Us Treasury (TBIL)	0.2	$388k	-21%	7.8k	49.86	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$372k	-4%	11k	33.84	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.2	$371k	+6%	7.2k	51.51	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.2	$340k	+14%	7.2k	47.52	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.2	$338k		5.2k	65.58	View chart
Tidal Trust Iii Impa Shs Wom Etf (WOMN)	0.2	$331k	+7%	7.8k	42.40	View chart
First Tr Exchange-traded SHS (QTEC)	0.2	$318k	-9%	950.00	334.69	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.2	$311k		4.5k	69.59	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$302k		439.00	686.81	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$297k	-7%	6.3k	47.41	View chart
Us Bancorp Com New (USB)	0.2	$296k		4.9k	60.40	View chart
J P Morgan Exchange Traded F Beta Cda Etf New (BBCA)	0.2	$295k	+10%	3.0k	99.40	View chart
Caterpillar (CAT)	0.2	$287k		269.00	1064.90	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$284k		803.00	353.33	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.2	$283k	-2%	1.8k	153.42	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.2	$280k	+9%	7.5k	37.51	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$273k		2.1k	128.08	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$259k	-19%	518.00	500.39	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$255k	-4%	7.3k	34.81	View chart
Micron Technology (MU)	0.1	$242k		210.00	1154.29	View chart
Meta Platforms Cl A (META)	0.1	$238k	-4%	423.00	563.29	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.1	$231k		1.5k	158.25	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$228k	-4%	1.9k	120.23	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$206k	-4%	672.00	306.30	View chart
Advanced Micro Devices (AMD)	0.1	$203k	+34%	350.00	580.91	View chart
Lam Research Corp Com New (LRCX)	0.1	$196k		452.00	433.33	View chart
Home Depot (HD)	0.1	$186k	-2%	528.00	352.68	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$182k	+29%	509.00	357.37	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.1	$181k		2.3k	77.93	View chart
Cisco Systems (CSCO)	0.1	$171k		1.5k	117.46	View chart
Vanguard World Health Car Etf (VHT)	0.1	$166k		554.00	299.01	View chart
Johnson & Johnson (JNJ)	0.1	$163k	-3%	643.00	253.97	View chart
Cohen & Steers Etf Trust Natural Res Acti (CSNR)	0.1	$162k	+7%	4.8k	33.40	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$142k	-9%	2.7k	53.09	View chart
Spdr Index Shs Fds St Str Msci Glb (SPGM)	0.1	$140k		1.6k	85.67	View chart
Ishares Tr High Yld Corp Bd (HYGW)	0.1	$140k	-2%	4.8k	29.10	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$139k	-4%	705.00	197.60	View chart
Ishares Tr Esg Advncd Hy Bd (HYXF)	0.1	$135k		2.9k	46.72	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$133k	-13%	705.00	188.09	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$129k	+206%	1.6k	80.57	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.1	$116k	-5%	4.9k	23.44	View chart
Wal-Mart Stores (WMT)	0.1	$109k	+63%	964.00	113.26	View chart
International Business Machines (IBM)	0.1	$109k	-3%	387.00	281.21	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$105k	-4%	1.1k	96.47	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$102k	+373%	1.2k	86.14	View chart
Netflix (NFLX)	0.1	$101k		1.4k	71.40	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$100k		561.00	178.60	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$92k		1.2k	77.11	View chart
Intuitive Surgical Com New (ISRG)	0.1	$91k	+21%	229.00	397.68	View chart
Boeing Company (BA)	0.1	$90k	-3%	416.00	216.47	View chart
Palantir Technologies Cl A (PLTR)	0.1	$86k		734.00	116.67	View chart
Legg Mason Etf Invt Franklin Us Low (LVHD)	0.0	$78k	+31%	1.8k	44.00	View chart
Alaska Air (ALK)	0.0	$77k		1.5k	52.20	View chart
MercadoLibre (MELI)	0.0	$73k		43.00	1697.40	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$73k		323.00	225.49	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$72k	+8%	1.2k	59.69	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$64k	-38%	666.00	96.58	View chart
Deere & Company (DE)	0.0	$60k		94.00	634.33	View chart
Corning Incorporated (GLW)	0.0	$60k		233.00	255.43	View chart
Merck & Co (MRK)	0.0	$59k	-7%	461.00	128.50	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$59k		503.00	117.06	View chart
Main Street Capital Corporation (MAIN)	0.0	$58k	-2%	1.1k	51.88	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$58k	-9%	1.4k	41.43	View chart
Novo-nordisk A S Adr (NVO)	0.0	$57k		1.2k	47.94	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$57k	+395%	119.00	477.57	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$55k	-2%	900.00	61.46	View chart
JPMorgan Chase & Co. (JPM)	0.0	$55k		168.00	327.33	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$54k	+7%	759.00	71.25	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$54k	+6%	1.9k	27.70	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.0	$54k	-43%	650.00	82.49	View chart
Blackrock Etf Trust Ii Isha Sh Term Etf (CALI)	0.0	$53k		1.1k	50.54	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$52k	-37%	352.00	148.31	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.0	$51k	-12%	1.5k	33.54	View chart
McDonald's Corporation (MCD)	0.0	$50k	-10%	186.00	270.31	View chart
Bank of America Corporation (BAC)	0.0	$49k	-2%	865.00	56.98	View chart
Pimco Etf Tr Commodity Strat (CMDT)	0.0	$48k	-8%	1.6k	30.67	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.0	$48k	-42%	932.00	51.78	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.0	$47k	+50%	922.00	50.84	View chart
Wells Fargo & Company (WFC)	0.0	$46k		559.00	82.64	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.0	$46k	-4%	1.0k	45.07	View chart
United Natural Foods (UNFI)	0.0	$45k		992.00	45.67	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$45k		759.00	58.92	View chart
General Motors Company (GM)	0.0	$41k		535.00	77.08	View chart
Chevron Corporation (CVX)	0.0	$41k	-9%	248.00	165.76	View chart
Lockheed Martin Corporation (LMT)	0.0	$41k		80.00	509.46	View chart
Vaneck Etf Trust Retail Etf (RTH)	0.0	$40k		158.00	255.74	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$40k		700.00	56.48	View chart
Coca-Cola Company (KO)	0.0	$39k		483.00	81.27	View chart
Amgen (AMGN)	0.0	$38k	-24%	106.00	362.12	View chart
Delta Air Lines Com New (DAL)	0.0	$37k		398.00	93.66	View chart
Mastercard Incorporated Cl A (MA)	0.0	$37k	-42%	71.00	513.61	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN)	0.0	$36k		804.00	44.98	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.0	$35k		404.00	87.04	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$35k		703.00	49.99	View chart
TJX Companies (TJX)	0.0	$35k		231.00	151.50	View chart
Rh (RH)	0.0	$35k		211.00	164.73	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.0	$34k		611.00	56.22	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$34k	NEW	45.00	763.13	View chart
Morgan Stanley Etf Trust Calve Index Etf (CVIE)	0.0	$34k		396.00	85.01	View chart
Becton, Dickinson and (BDX)	0.0	$33k	-6%	219.00	151.33	View chart
Royal Caribbean Cruises (RCL)	0.0	$32k	+2%	102.00	317.53	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$32k		363.00	87.71	View chart
New York Life Invts Active E Mackay Cali Mun (MMCA)	0.0	$32k		1.5k	21.79	View chart
Stmicroelectronics N V Ny Registry (STM)	0.0	$32k		421.00	74.89	View chart
Qualcomm (QCOM)	0.0	$31k	+9%	170.00	184.79	View chart
Oracle Corporation (ORCL)	0.0	$31k		212.00	146.55	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$30k	-3%	82.00	368.38	View chart
Bondbloxx Etf Trust Ir M Taxaware (TAXX)	0.0	$30k		595.00	50.74	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.0	$30k		330.00	91.38	View chart
Ferrari Nv Ord (RACE)	0.0	$30k		81.00	372.28	View chart
Marvell Technology (MRVL)	0.0	$30k		100.00	297.89	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$29k		350.00	82.27	View chart
Amphenol Corp Cl A (APH)	0.0	$29k		162.00	176.32	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$28k	-2%	621.00	45.34	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$27k		111.00	242.99	View chart
Booking Holdings (BKNG)	0.0	$27k	+2400%	150.00	178.24	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$26k		166.00	158.03	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$26k	+100%	462.00	56.16	View chart
Ishares Tr Mortge Rel Etf (REM)	0.0	$26k	-2%	1.2k	22.05	View chart
Calamos Etf Tr Nasdaq 100 Strut (CPNM)	0.0	$26k		952.00	26.78	View chart
Southwest Gas Corporation (SWX)	0.0	$25k		286.00	88.68	View chart
Ishares Em Mkts Div Etf (DVYE)	0.0	$25k	-2%	786.00	32.23	View chart
SLB Com Stk (SLB)	0.0	$25k		543.00	46.49	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$25k	-33%	162.00	154.29	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.0	$25k		270.00	91.57	View chart
Rbc Cad (RY)	0.0	$24k		118.00	206.97	View chart
Synchrony Financial (SYF)	0.0	$24k	+6%	309.00	76.05	View chart
Visa Com Cl A (V)	0.0	$23k		68.00	343.09	View chart
Welltower Inc Com reit (WELL)	0.0	$23k		100.00	226.97	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$22k		291.00	75.51	View chart
Nxp Semiconductors N V (NXPI)	0.0	$22k		77.00	281.03	View chart
Fastenal Company (FAST)	0.0	$21k		446.00	48.03	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.0	$21k		272.00	77.03	View chart
Waste Management (WM)	0.0	$21k	-13%	93.00	222.88	View chart
Monster Beverage Corp (MNST)	0.0	$21k		214.00	96.12	View chart
Blackrock (BLK)	0.0	$20k	-25%	21.00	961.57	View chart
Investment Managers Ser Tr I Alte Acc Clo Etf (AAA)	0.0	$20k		800.00	24.90	View chart
Ge Aerospace Com New (GE)	0.0	$20k		53.00	373.74	View chart
Sherwin-Williams Company (SHW)	0.0	$20k		57.00	344.32	View chart
Texas Instruments Incorporated (TXN)	0.0	$19k	-7%	65.00	298.08	View chart
Procter & Gamble Company (PG)	0.0	$19k	-12%	131.00	146.64	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$19k		342.00	55.93	View chart
3d Sys Corp Del Com New (DDD)	0.0	$19k		6.2k	3.02	View chart
Paccar (PCAR)	0.0	$18k		150.00	120.12	View chart
Lowe's Companies (LOW)	0.0	$18k		81.00	220.49	View chart
Spdr Series Trust St Str Pfd Etf (PSK)	0.0	$18k	NEW	584.00	30.53	View chart
Charles Schwab Corporation (SCHW)	0.0	$18k	-28%	192.00	92.27	View chart
Equity Residential Sh Ben Int (EQR)	0.0	$17k	NEW	255.00	67.93	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.0	$17k	+1050%	23.00	746.78	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.0	$17k		118.00	142.39	View chart
Broadcom (AVGO)	0.0	$17k	+12%	44.00	377.75	View chart
Five Below (FIVE)	0.0	$17k		92.00	179.79	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBAU)	0.0	$16k		520.00	31.42	View chart
Flexshares Tr Stox Us Esg Slct (ESG)	0.0	$16k		91.00	175.79	View chart
L3harris Technologies (LHX)	0.0	$16k	-48%	55.00	290.58	View chart
Antero Midstream Corp antero midstream (AM)	0.0	$16k		700.00	22.75	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$16k	NEW	157.00	100.81	View chart
Ford Motor Company (F)	0.0	$16k		1.1k	13.90	View chart
Realty Income (O)	0.0	$16k		250.00	61.96	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.0	$15k		420.00	36.53	View chart
Vanguard World Energy Etf (VDE)	0.0	$15k		102.00	150.13	View chart
Ge Vernova (GEV)	0.0	$15k		13.00	1174.85	View chart
Calamos Etf Tr S P 500 Structur (CPSM)	0.0	$15k	NEW	516.00	29.26	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.0	$15k	+204%	298.00	50.58	View chart
United Parcel Svcs CL B (UPS)	0.0	$15k		137.00	107.50	View chart
Enterprise Products Partners (EPD)	0.0	$15k		400.00	36.76	View chart
Raytheon Technologies Corp (RTX)	0.0	$14k	-6%	76.00	189.72	View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG)	0.0	$14k		306.00	46.96	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$14k		59.00	236.63	View chart
Bristol Myers Squibb (BMY)	0.0	$14k		240.00	57.62	View chart
Fidelity Covington Trust Stock For Infl (FCPI)	0.0	$14k		250.00	54.62	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$14k		276.00	49.41	View chart
Abbvie (ABBV)	0.0	$14k		54.00	251.65	View chart
Citigroup Com New (C)	0.0	$14k		97.00	139.96	View chart
Nextera Energy (NEE)	0.0	$14k	-24%	154.00	87.77	View chart
Assurant (AIZ)	0.0	$13k		50.00	268.54	View chart
Linde SHS (LIN)	0.0	$13k		24.00	518.96	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$12k		133.00	93.38	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$12k		46.00	264.72	View chart
Adobe Systems Incorporated (ADBE)	0.0	$12k		58.00	205.02	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$12k	-46%	419.00	27.62	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.0	$12k		270.00	42.72	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$12k		245.00	46.93	View chart
Pepsi (PEP)	0.0	$11k	-21%	83.00	135.40	View chart
Pgim Rock Etf Tr Nasd 100 12 July (PQJL)	0.0	$11k		360.00	31.20	View chart
Archer Daniels Midland Company (ADM)	0.0	$11k		147.00	76.40	View chart
Pfizer (PFE)	0.0	$11k	-14%	455.00	24.08	View chart
Unilever Spon Adr New (UL)	0.0	$11k	-4%	177.00	60.12	View chart
Waters Corporation (WAT)	0.0	$11k	-6%	28.00	375.04	View chart
Walt Disney Company (DIS)	0.0	$10k	-65%	107.00	96.25	View chart
Rocket Lab Corp (RKLB)	0.0	$10k	NEW	100.00	101.65	View chart
Corteva (CTVA)	0.0	$10k		119.00	84.69	View chart
Invesco Actively Managed Exc Shor Dura Bd Etf (GTOS)	0.0	$10k	-33%	400.00	24.94	View chart
Investment Managers Ser Tr I Fpa Sht Dura Gov (FPAS)	0.0	$9.9k		400.00	24.70	View chart
Williams Companies (WMB)	0.0	$9.8k		132.00	74.34	View chart
Sei Exchange Traded Funds Qim Us Large Vol (SELV)	0.0	$9.8k		300.00	32.68	View chart
Weyerhaeuser Com New (WY)	0.0	$9.8k		408.00	23.94	View chart
Western Digital (WDC)	0.0	$9.6k		15.00	638.73	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.0	$9.5k		300.00	31.73	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.0	$8.9k		83.00	107.82	View chart
Ares Capital Corporation (ARCC)	0.0	$8.9k		482.00	18.53	View chart
MKS Instruments (MKSI)	0.0	$8.9k		20.00	444.80	View chart
Nokia Corp Sponsored Adr (NOK)	0.0	$8.8k		659.00	13.28	View chart
Valero Energy Corporation (VLO)	0.0	$8.6k	NEW	33.00	260.45	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$8.6k	NEW	78.00	110.15	View chart
Philip Morris International (PM)	0.0	$8.5k		47.00	180.91	View chart
Wec Energy Group (WEC)	0.0	$8.4k		72.00	116.76	View chart
Intuit (INTU)	0.0	$8.4k		32.00	261.00	View chart
Bank of New York Mellon Corporation (BNY)	0.0	$8.2k		57.00	144.61	View chart
Comcast Corp Cl A (CMCSA)	0.0	$8.1k	+4%	329.00	24.55	View chart

Past Filings by Sunrise Financial Services

SEC 13F filings are viewable for Sunrise Financial Services going back to 2026

Sunrise Financial Services 2026 Q2 filed Aug. 12, 2026
Sunrise Financial Services 2026 Q1 filed April 29, 2026

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