HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR S&P 500 ETF TR (SPY) |
498,310 | +405,800 | $260,197 |
| SPY | 498,310 | +405,800 | $260,197 |
| ISHARES TR (IVV) |
428,361 | +147,106 | $225,040 |
| IVV | 428,361 | +147,106 | $225,040 |
| VANGUARD INDEX FDS (VOO) |
21,871 | +11,164 | $10,500 |
| VOO | 21,871 | +11,164 | $10,500 |
| VANGUARD INDEX FDS (VV) |
25,413 | +5,770 | $6,088 |
| VV | 25,413 | +5,770 | $6,088 |
| VANGUARD WORLD FD (ESGV) |
40,407 | +40,407 | $3,753 |
| ESGV | 40,407 | +40,407 | $3,753 |
| INVESCO QQQ TR |
6,966 | +4,417 | $3,100 |
| QQQ | 6,966 | +4,417 | $3,100 |
| ISHARES TR (IWB) |
3,957 | -334 | $1,137 |
| IWB | 3,957 | -334 | $1,137 |
| ISHARES TR (ITOT) |
6,604 | +1,567 | $760 |
| ITOT | 6,604 | +1,567 | $760 |
| ISHARES TR (OEF) |
2,560 | UNCH | $633 |
| OEF | 2,560 | UNCH | $633 |
| ISHARES TR (QUAL) |
3,281 | -4,326 | $538 |
| QUAL | 3,281 | -4,326 | $538 |
| MICROSOFT CORP |
1,058 | -1,522 | $449 |
| MSFT | 1,058 | -1,522 | $449 |
| SPDR DOW JONES INDL AVERAGE (DIA) |
1,126 | UNCH | $445 |
| DIA | 1,126 | UNCH | $445 |
See Full List: All Stocks Held By Soundwatch Capital LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Soundwatch Capital LLC
|
Size ($ in 1000's)
At 03/31/2024: $513,007 At 12/31/2023: $206,877 Combined Holding Report Includes:
Soundwatch Capital LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Soundwatch Capital LLC 13F filings. Link to 13F filings: SEC filings |
