SC

Soundwatch Capital LLC

13F
Soundwatch Capital LLC
Last update 2025-05-06 29 Stocks (2 new)
Value $220.00 Mil Turnover 0 %
Countries:
Top Holdings: IVV(67.12%)SPY(14.44%)AAPL(5.73%)VOO(3.09%)VV(2.32%)
Summary Stock Picks Current Portfolio
Soundwatch Capital LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
262,303
147,387.8
-73.10%
67.120
-44.36%
0.030
-2.25%
+1.74%
593,667.3
 
SPY 		SPDR S&P 500 ETF Trust
56,685
31,708.8
-89.22%
14.440
-29.06%
0.010
-2.25%
+1.69%
606,281.3
 
AAPL 		Apple Inc
56,597
12,571.9
-10.80%
5.730
-0.18%
0.000
-13.52%
-15.43%
3,155,342.6
Hardware
VOO 		Vanguard S&P 500 ETF
13,189
6,778.0
-40.90%
3.090
-0.52%
0.000
-2.24%
+1.73%
622,160.1
 
VV 		Vanguard Large Cap ETF
19,860
5,104.6
-22.50%
2.320
-0.16%
0.010
-2.35%
+1.90%
40,962.7
 
RSP 		Invesco S&P 500 Equal Weight ETF
13,819
2,393.9
0%
1.090
0%
0.000
-0.12%
+3.21%
73,646.5
 
SHDG 		Soundwatch Hedged Equity ETF
61,100
1,700.1
0%
0.770
0%
1.170
-3.67%
-0.46%
151.4
 
IWB 		iShares Russell 1000 ETF
3,769
1,156.1
0%
0.530
0%
0.000
-2.51%
+1.69%
40,562.6
 
MSFT 		Microsoft Corp
2,547
956.1
-20.85%
0.440
-0.03%
0.000
+11.65%
+8.19%
3,376,381.7
Software
UNH 		UnitedHealth Group Inc
1,718
899.8
-10.61%
0.410
-0.01%
0.000
-44.00%
-42.05%
264,803.4
Healthcare Plans

Soundwatch Capital LLC's Historical Top Holdings Breakdowns

Soundwatch Capital LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV 		iShares Core S&P 500 ETF2025-03-31Reduce
-44.36%
●
554.06 ($590.51) 615.85
$597.04
1.11%
Reduce -73.1%
262,303
-712,647
SPY 		SPDR S&P 500 ETF Trust2025-03-31Reduce
-29.06%
●
551.42 ($587.78) 612.93
$594.20
1.09%
Reduce -89.22%
56,685
-468,946
VOO 		Vanguard S&P 500 ETF2025-03-31Reduce
-0.52%
●
507.05 ($540.58) 563.67
$546.26
1.05%
Reduce -40.9%
13,189
-9,127
ESGV 		Vanguard ESG U.S. Stock ETF2025-03-31Sold Out
-0.43%
●
96.93 ($104.56) 109.51
$105.16
0.57%
Sold Out
0
-38,859
QQQ 		INVESCO QQQ Trust2025-03-31Reduce
-0.36%
●
468.34 ($508.07) 539.52
$521.51
2.65%
Reduce -78.71%
1,799
-6,649
AAPL 		Apple Inc2025-03-31Reduce
-0.18%
●
209.68 ($231.67) 247.1
$211.26
-8.81%
Reduce -10.8%
56,597
-6,851
VV 		Vanguard Large Cap ETF2025-03-31Reduce
-0.16%
●
253.32 ($270.87) 282.66
$273.89
1.11%
Reduce -22.5%
19,860
-5,766
GS 		The Goldman Sachs Group Inc2025-03-31Sold Out
-0.11%
●
524.81 ($601.74) 672.19
$619.03
2.87%
Sold Out
0
-1,782
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2025-03-31New Buy
+0.10%
●
91.45 ($91.59) 91.75
$91.60
0.01%
New holding
2,286
2,286
XLV 		Health Care Select Sector SPDR2025-03-31New Buy
+0.09%
●
137.61 ($145.27) 149.68
$133.09
-8.38%
New holding
1,421
1,421

Soundwatch Capital LLC Total Holding History ($B)

To

Soundwatch Capital LLC's Asset Allocation

To

Soundwatch Capital LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Soundwatch Capital LLC's Hypothetical Growth since 2025-03-31

Soundwatch Capital LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Soundwatch Capital LLC's Holdings Heat Map

Size field:

Soundwatch Capital LLC's Holdings Bubble Chart

Soundwatch Capital LLC News

  • 1

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