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Soundwatch Hedged Equity Etf shares owned by Crestwood Advisors

Quarter-by-quarter ownership of Soundwatch Hedged Equity Etf (SHDG) shares owned by Crestwood Advisors from 13F filings

Historical chart of Crestwood Advisors investment in Soundwatch Hedged Equity Etf

Tip: Access up to 7 years of quarterly data

All positions including Soundwatch Hedged Equity Etf held by Crestwood Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Soundwatch Hedged Equity Etf by Crestwood Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $360k 11k 32.30

More positions owned by Crestwood Advisors

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Amazon Stock (AMZN)
Nvidia Corporation Stock (NVDA)
Visa Inc Com Cl A Stock (V)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Broadcom Stock (AVGO)
Booking Holdings Stock (BKNG)
Meta Platforms Inc Cl A Stock (META)
Applied Finance Valuation Large Cap Etf Etf (VSLU)
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)

View all positions for Crestwood Advisors

Top funds holding Soundwatch Hedged Equity Etf

Apexium Financial
Soundwatch Capital
Susquehanna International
Old Mission Capital
Advisory Services Network
Atria Investments
Gts Securities
Crestwood Advisors
Navis Wealth Advisors
Transcendent Capital Group
MAI Wealth Advisors

View all funds holding Soundwatch Hedged Equity Etf