Soundwatch Capital as of June 30, 2024
Portfolio Holdings for Soundwatch Capital
Soundwatch Capital holds 14 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 |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 30.7 | $5.6M | 10k | 547.23 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 20.1 | $3.6M | 38k | 96.62 | |
| Apple (AAPL) | 6.7 | $1.2M | 5.8k | 210.62 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 6.5 | $1.2M | 2.4k | 500.13 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 5.9 | $1.1M | 6.5k | 164.28 | |
| Advisor Managed Portfolios Soundwatch Hedgd (SHDG) | 5.2 | $947k | 35k | 27.40 | |
| UnitedHealth (UNH) | 4.8 | $870k | 1.7k | 509.26 | |
| Goldman Sachs (GS) | 4.4 | $806k | 1.8k | 452.32 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.0 | $730k | 1.3k | 544.22 | |
| Ishares Tr S&p 100 Etf (OEF) | 3.7 | $677k | 2.6k | 264.30 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 2.4 | $440k | 1.1k | 391.13 | |
| Ishares Tr Rus 1000 Etf (IWB) | 2.2 | $397k | 1.3k | 297.54 | |
| Amazon (AMZN) | 2.0 | $367k | 1.9k | 193.25 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.2 | $227k | 1.9k | 118.78 |
