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Sunrise Financial Services

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

Central Index Key (CIK): 0002110891

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Portfolio Holdings for Sunrise Financial Services

Sunrise Financial Services holds 622 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Sunrise Financial Services has 622 total positions. Only the first 250 positions are shown.

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Download the Sunrise Financial Services March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Capital Group Dividend Value Shs Creation Uni (CGDV)	13.3	$19M	440k	42.54	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	8.3	$12M	49k	237.62	View chart
Harbor Etf Trust Harbor Commodity (HGER)	6.8	$9.7M	311k	31.01	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	5.5	$7.8M	31k	248.84	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	4.6	$6.5M	45k	145.02	View chart
Bny Mellon Etf Trust Internationl Eqt (BKIE)	4.0	$5.6M	60k	93.43	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	3.9	$5.5M	95k	58.18	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	3.4	$4.8M	118k	40.54	View chart
Select Sector Spdr Tr State Street Tec (XLK)	3.3	$4.7M	35k	132.90	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	3.2	$4.6M	99k	45.87	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	3.2	$4.5M	86k	52.19	View chart
Ea Series Trust Freedom 100 Em (FRDM)	3.1	$4.3M	79k	54.65	View chart
RBB Us Treasry 12 Mt (OBIL)	2.6	$3.7M	75k	50.07	View chart
The Alger Etf Trust Ai Enablers Adop (ALAI)	2.6	$3.7M	112k	33.04	View chart
Pgim Etf Tr Shrt Dur Hgh Yld (PSH)	2.6	$3.6M	74k	49.60	View chart
Vaneck Etf Trust Real Assets Etf (RAAX)	2.1	$3.0M	75k	40.71	View chart
T Rowe Price Etf Us High Yield (THYF)	1.8	$2.5M	50k	51.01	View chart
Blackrock Etf Trust Ii Ishares Floating (BRLN)	1.7	$2.4M	48k	50.75	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	1.5	$2.2M	45k	47.82	View chart
Microsoft Corporation (MSFT)	1.3	$1.9M	5.1k	370.17	View chart
NVIDIA Corporation (NVDA)	1.2	$1.7M	9.8k	174.40	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$1.4M	4.4k	320.81	View chart
Vanguard World Inf Tech Etf (VGT)	0.8	$1.2M	1.7k	697.78	View chart
Harbor Etf Trust Internatnal Comp (OSEA)	0.8	$1.1M	37k	28.95	View chart
Costco Wholesale Corporation (COST)	0.7	$1.1M	1.1k	996.43	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.7	$935k	36k	26.28	View chart
Amazon (AMZN)	0.6	$907k	4.4k	208.27	View chart
Tesla Motors (TSLA)	0.5	$664k	1.8k	371.75	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.4	$617k	12k	50.48	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.4	$606k	22k	27.15	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.4	$556k	10k	54.93	View chart
Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC)	0.4	$553k	5.0k	110.31	View chart
Morgan Stanley Etf Trust Calvert Ult Shr (CVSB)	0.4	$535k	11k	50.60	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$524k	907.00	577.18	View chart
Etf Ser Solutions Us Vegan Climate (VEGN)	0.4	$523k	9.2k	56.50	View chart
Rbb Fund Trust First Eagle Over (FEOE)	0.4	$515k	10k	50.46	View chart
RBB F/m Us Treasury (TBIL)	0.4	$495k	9.9k	49.86	View chart
Starbucks Corporation (SBUX)	0.3	$488k	5.4k	89.59	View chart
Apple (AAPL)	0.3	$427k	1.7k	253.79	View chart
Williams-Sonoma (WSM)	0.3	$391k	2.1k	182.33	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.2	$340k	6.8k	50.14	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$337k	12k	29.13	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$322k	6.8k	47.55	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$307k	640.00	479.20	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.2	$299k	5.2k	57.91	View chart
Tidal Trust Iii Impact Shares Wo (WOMN)	0.2	$288k	7.3k	39.58	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.2	$276k	2.9k	93.66	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.2	$273k	6.3k	43.74	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.2	$268k	4.5k	60.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$262k	439.00	597.55	View chart
Meta Platforms Cl A (META)	0.2	$255k	445.00	572.13	View chart
Us Bancorp Com New (USB)	0.2	$254k	4.9k	52.01	View chart
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)	0.2	$252k	2.7k	94.06	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.2	$243k	6.8k	35.90	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$237k	2.1k	111.18	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.2	$236k	2.0k	119.51	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.2	$235k	1.9k	124.46	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$233k	7.6k	30.50	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$230k	803.00	286.86	View chart
First Tr Exchange-traded SHS (QTEC)	0.2	$227k	1.1k	215.98	View chart
Caterpillar (CAT)	0.1	$191k	269.00	708.46	View chart
Spdr Series Trust State Street Spd (XBI)	0.1	$184k	1.4k	127.73	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$180k	700.00	257.35	View chart
Home Depot (HD)	0.1	$177k	539.00	328.89	View chart
Cohen & Steers Etf Trust Natural Res Acti (CSNR)	0.1	$170k	4.5k	37.58	View chart
Johnson & Johnson (JNJ)	0.1	$162k	663.00	244.44	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.1	$160k	2.3k	69.40	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$150k	522.00	287.18	View chart
Vanguard World Health Car Etf (VHT)	0.1	$148k	545.00	272.33	View chart
Ishares Tr High Yld Corp Bd (HYGW)	0.1	$146k	4.9k	29.50	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$145k	2.9k	49.37	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$136k	739.00	184.28	View chart
Netflix (NFLX)	0.1	$136k	1.4k	96.15	View chart
Ishares Tr Esg Advncd Hy Bd (HYXF)	0.1	$134k	2.9k	46.31	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$126k	814.00	155.11	View chart
Spdr Index Shs Fds State Street Spd (SPGM)	0.1	$124k	1.6k	75.71	View chart
Spdr Series Trust State Street Spd (SPHY)	0.1	$121k	5.2k	23.32	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$113k	394.00	287.56	View chart
Cisco Systems (CSCO)	0.1	$113k	1.5k	77.59	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$110k	251.00	436.79	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$108k	1.1k	93.94	View chart
Palantir Technologies Cl A (PLTR)	0.1	$107k	732.00	146.28	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$98k	1.1k	90.53	View chart
International Business Machines (IBM)	0.1	$97k	402.00	242.39	View chart
Lam Research Corp Com New (LRCX)	0.1	$96k	450.00	213.66	View chart
Intuitive Surgical Com New (ISRG)	0.1	$87k	189.00	460.99	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$87k	1.1k	75.74	View chart
Boeing Company (BA)	0.1	$86k	430.00	199.03	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$81k	561.00	144.71	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$80k	1.2k	67.53	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.1	$76k	1.6k	46.91	View chart
Spdr Series Trust State Street Spd (SPAB)	0.1	$75k	2.9k	25.62	View chart
MercadoLibre (MELI)	0.1	$74k	43.00	1729.02	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$74k	935.00	79.27	View chart
Wal-Mart Stores (WMT)	0.1	$73k	588.00	124.28	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$73k	323.00	224.59	View chart
Micron Technology (MU)	0.1	$72k	212.00	337.84	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$70k	562.00	124.31	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$66k	2.9k	22.91	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$66k	1.5k	42.56	View chart
McDonald's Corporation (MCD)	0.0	$64k	207.00	310.79	View chart
Mastercard Incorporated Cl A (MA)	0.0	$62k	124.00	499.66	View chart
Main Street Capital Corporation (MAIN)	0.0	$61k	1.2k	52.96	View chart
Merck & Co (MRK)	0.0	$60k	498.00	120.29	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$60k	1.1k	54.05	View chart
Legg Mason Etf Invt Franklin Us Low (LVHD)	0.0	$57k	1.3k	42.56	View chart
Chevron Corporation (CVX)	0.0	$57k	273.00	206.90	View chart
Pimco Etf Tr Commodity Strat (CMDT)	0.0	$55k	1.7k	32.27	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.0	$55k	1.7k	31.50	View chart
Alaska Air (ALK)	0.0	$54k	1.5k	36.78	View chart
Advanced Micro Devices (AMD)	0.0	$53k	261.00	203.43	View chart
Blackrock Etf Trust Ii Ishares Short-te (CALI)	0.0	$53k	1.1k	50.43	View chart
Deere & Company (DE)	0.0	$53k	94.00	563.30	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$51k	926.00	55.52	View chart
Amgen (AMGN)	0.0	$49k	140.00	351.85	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$49k	935.00	52.56	View chart
JPMorgan Chase & Co. (JPM)	0.0	$49k	166.00	294.16	View chart
Lockheed Martin Corporation (LMT)	0.0	$48k	80.00	604.39	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$46k	503.00	90.94	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$45k	704.00	64.08	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$45k	1.8k	24.75	View chart
United Natural Foods (UNFI)	0.0	$45k	992.00	45.06	View chart
Wells Fargo & Company (WFC)	0.0	$45k	559.00	79.61	View chart
Novo-nordisk A S Adr (NVO)	0.0	$44k	1.2k	36.75	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.0	$44k	611.00	71.61	View chart
Bank of America Corporation (BAC)	0.0	$43k	884.00	48.75	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.0	$43k	1.1k	40.14	View chart
General Motors Company (GM)	0.0	$40k	535.00	74.50	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$40k	700.00	56.68	View chart
Vaneck Etf Trust Retail Etf (RTH)	0.0	$40k	158.00	250.89	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$39k	759.00	50.81	View chart
Becton, Dickinson and (BDX)	0.0	$37k	235.00	157.23	View chart
L3harris Technologies (LHX)	0.0	$37k	107.00	345.15	View chart
TJX Companies (TJX)	0.0	$37k	231.00	159.70	View chart
Coca-Cola Company (KO)	0.0	$37k	483.00	76.05	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$37k	85.00	430.29	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$35k	242.00	145.79	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN)	0.0	$35k	804.00	43.37	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$33k	363.00	91.37	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$32k	703.00	45.50	View chart
Corning Incorporated (GLW)	0.0	$32k	233.00	135.97	View chart
New York Life Invts Active E Nyli Mackay Cali (MMCA)	0.0	$31k	1.5k	21.56	View chart
Oracle Corporation (ORCL)	0.0	$31k	212.00	147.11	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.0	$30k	611.00	49.61	View chart
Bondbloxx Etf Trust Ir M Taxaware (TAXX)	0.0	$30k	595.00	50.55	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.0	$30k	1.2k	25.11	View chart
Walt Disney Company (DIS)	0.0	$30k	308.00	96.38	View chart
Rh (RH)	0.0	$30k	211.00	139.82	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$29k	639.00	45.89	View chart
Morgan Stanley Etf Trust Calvert Internat (CVIE)	0.0	$29k	396.00	72.69	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.0	$28k	330.00	84.78	View chart
SLB Com Stk (SLB)	0.0	$28k	543.00	51.39	View chart
Ishares Em Mkts Div Etf (DVYE)	0.0	$28k	808.00	34.38	View chart
Royal Caribbean Cruises (RCL)	0.0	$28k	100.00	275.18	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$27k	350.00	78.41	View chart
Ferrari Nv Ord (RACE)	0.0	$27k	81.00	338.44	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.0	$27k	404.00	67.07	View chart
Blackrock (BLK)	0.0	$27k	28.00	961.71	View chart
Delta Air Lines Com New (DAL)	0.0	$27k	398.00	66.48	View chart
Ishares Tr Mortge Rel Etf (REM)	0.0	$26k	1.2k	21.47	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$26k	291.00	88.16	View chart
Booking Holdings (BKNG)	0.0	$25k	6.00	4210.33	View chart
Charles Schwab Corporation (SCHW)	0.0	$25k	267.00	93.98	View chart
Southwest Gas Corporation (SWX)	0.0	$25k	286.00	86.90	View chart
Calamos Etf Tr Nasdaq 100 Strut (CPNM)	0.0	$25k	952.00	26.07	View chart
Waste Management (WM)	0.0	$25k	107.00	229.79	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$25k	166.00	148.10	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$25k	231.00	106.01	View chart
Exxon Mobil Corporation (XOM)	0.0	$24k	144.00	169.66	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$24k	111.00	217.25	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.0	$23k	270.00	86.41	View chart
Procter & Gamble Company (PG)	0.0	$22k	150.00	144.44	View chart
Five Below (FIVE)	0.0	$21k	92.00	228.48	View chart
Fastenal Company (FAST)	0.0	$21k	446.00	46.40	View chart
Visa Com Cl A (V)	0.0	$21k	68.00	302.24	View chart
Amphenol Corp Cl A (APH)	0.0	$21k	162.00	126.35	View chart
Qualcomm (QCOM)	0.0	$20k	155.00	128.78	View chart
Investment Managers Ser Tr I Alternative Acce (AAA)	0.0	$20k	800.00	24.93	View chart
Synchrony Financial (SYF)	0.0	$20k	291.00	68.02	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$20k	787.00	25.15	View chart
Welltower Inc Com reit (WELL)	0.0	$20k	100.00	197.71	View chart
Ecolab (ECL)	0.0	$19k	73.00	266.01	View chart
Lowe's Companies (LOW)	0.0	$19k	81.00	236.28	View chart
Rbc Cad (RY)	0.0	$19k	118.00	161.78	View chart
Nextera Energy (NEE)	0.0	$19k	205.00	92.88	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.0	$19k	272.00	68.79	View chart
Sherwin-Williams Company (SHW)	0.0	$18k	57.00	320.54	View chart
Vanguard World Energy Etf (VDE)	0.0	$18k	102.00	173.04	View chart
Paccar (PCAR)	0.0	$17k	150.00	115.50	View chart
Pepsi (PEP)	0.0	$17k	106.00	155.29	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$16k	342.00	47.02	View chart
Antero Midstream Corp antero midstream (AM)	0.0	$16k	700.00	22.80	View chart
Raytheon Technologies Corp (RTX)	0.0	$16k	81.00	192.90	View chart
Monster Beverage Corp (MNST)	0.0	$16k	214.00	72.46	View chart
Pgim Rock Etf Tr S&p 500 Buffer (PBAU)	0.0	$15k	520.00	29.64	View chart
Realty Income (O)	0.0	$15k	250.00	61.18	View chart
Nxp Semiconductors N V (NXPI)	0.0	$15k	77.00	196.86	View chart
Enterprise Products Partners (EPD)	0.0	$15k	400.00	37.84	View chart
Ge Aerospace Com New (GE)	0.0	$15k	53.00	283.77	View chart
Pfizer (PFE)	0.0	$15k	534.00	28.08	View chart
Invesco Actively Managed Exc Short Duration T (GTOS)	0.0	$15k	600.00	24.95	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$15k	276.00	53.35	View chart
Bristol Myers Squibb (BMY)	0.0	$15k	240.00	60.65	View chart
Stmicroelectronics N V Ny Registry (STM)	0.0	$15k	421.00	34.55	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$14k	118.00	121.19	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.0	$14k	420.00	33.77	View chart
Adobe Systems Incorporated (ADBE)	0.0	$14k	58.00	243.09	View chart
Intuit (INTU)	0.0	$14k	32.00	432.38	View chart
Flexshares Tr Stox Us Esg Slct (ESG)	0.0	$14k	91.00	151.74	View chart
Texas Instruments Incorporated (TXN)	0.0	$14k	70.00	194.14	View chart
United Parcel Svcs CL B (UPS)	0.0	$14k	137.00	98.38	View chart
Ford Motor Company (F)	0.0	$13k	1.1k	11.54	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$13k	59.00	215.07	View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG)	0.0	$13k	306.00	41.08	View chart
Fidelity Covington Trust Stock For Infl (FCPI)	0.0	$12k	250.00	49.16	View chart
Granite Construction (GVA)	0.0	$12k	102.00	119.88	View chart
Broadcom (AVGO)	0.0	$12k	39.00	309.51	View chart
Abbott Laboratories (ABT)	0.0	$12k	117.00	102.67	View chart
Linde SHS (LIN)	0.0	$12k	24.00	495.75	View chart
3d Sys Corp Del Com New (DDD)	0.0	$12k	6.3k	1.88	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$12k	133.00	88.46	View chart
Abbvie (ABBV)	0.0	$12k	54.00	217.48	View chart
Ge Vernova (GEV)	0.0	$11k	13.00	872.92	View chart
Citigroup Com New (C)	0.0	$11k	97.00	113.41	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$11k	31.00	353.35	View chart
Assurant (AIZ)	0.0	$11k	50.00	217.82	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$11k	46.00	234.02	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.0	$11k	270.00	39.81	View chart
Archer Daniels Midland Company (ADM)	0.0	$11k	147.00	72.69	View chart
Unilever Spon Adr New (UL)	0.0	$11k	186.00	56.97	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$10k	245.00	42.49	View chart
Pgim Rock Etf Tr Nasdaq-100 Buffe (PQJL)	0.0	$10k	360.00	28.35	View chart
Investment Managers Ser Tr I Fpa Sht Dura Gov (FPAS)	0.0	$10k	400.00	25.03	View chart
Weyerhaeuser Com New (WY)	0.0	$10k	408.00	24.43	View chart
Corteva (CTVA)	0.0	$10k	119.00	83.71	View chart
Marvell Technology (MRVL)	0.0	$9.9k	100.00	99.05	View chart
Sei Exchange Traded Funds Enhanced Low Vol (SELV)	0.0	$9.7k	300.00	32.34	View chart
Williams Companies (WMB)	0.0	$9.6k	132.00	72.78	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.0	$9.5k	300.00	31.66	View chart
Comcast Corp Cl A (CMCSA)	0.0	$9.0k	315.00	28.71	View chart
Waters Corporation (WAT)	0.0	$8.9k	30.00	297.80	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$8.9k	71.00	125.46	View chart
Ares Capital Corporation (ARCC)	0.0	$8.7k	482.00	18.02	View chart
Medtronic SHS (MDT)	0.0	$8.6k	99.00	86.65	View chart
Wec Energy Group (WEC)	0.0	$8.3k	72.00	115.76	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$8.1k	24.00	337.96	View chart
Nike CL B (NKE)	0.0	$8.0k	152.00	52.82	View chart
Philip Morris International (PM)	0.0	$7.8k	47.00	165.34	View chart
Zoetis Cl A (ZTS)	0.0	$7.7k	65.00	118.22	View chart
Spdr Series Trust State Street Spd (CWB)	0.0	$7.6k	83.00	91.52	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 Q1 filed April 29, 2026

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