Soundwatch Capital LLC Q2 2025 Filing

Filed August 12, 2025

Portfolio Value

$588.4M

Holdings

147

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (147 positions)

#StockSharesValue% PortfolioType
101
VGTVANGUARD WORLD FD
873$573K0.10%
102
HALHALLIBURTON CO
579,010$572K0.10%
103
MCHPMICROCHIP TECHNOLOGY INC.
537,015$532K0.09%
104
ORLYOREILLY AUTOMOTIVE INC
993$525K0.09%
105
HOLXHOLOGIC INC
413,248$488K0.08%
106
FENYFIDELITY COVINGTON TRUST
482,182$476K0.08%
107
LINLINDE PLC
721$446K0.08%
108
ADPAUTOMATIC DATA PROCESSING IN
724$439K0.07%
109
STTSTATE STR CORP
719$439K0.07%
110
SMOTVANECK ETF TRUST
7,824$438K0.07%
111
CATCATERPILLAR INC
429,033$436K0.07%
112
BXBLACKSTONE INC
424,011$421K0.07%
113
UPSUNITED PARCEL SERVICE INC
1,945$420K0.07%
114
WMWASTE MGMT INC DEL
411,004$407K0.07%
115
JNJJOHNSON & JOHNSON
770$404K0.07%
116
ROSTROSS STORES INC
358,039$359K0.06%
117
BRK/BBERKSHIRE HATHAWAY INC DEL
766$357K0.06%
118
MSIMOTOROLA SOLUTIONS INC
580$356K0.06%
119
NOWSERVICENOW INC
563$350K0.06%
120
BILSPDR SERIES TRUST
96,731$343K0.06%
121
GMGENERAL MTRS CO
127,390$339K0.06%
122
DGROISHARES TR
5,272$335K0.06%
123
COPCONOCOPHILLIPS
525$310K0.05%
124
GLDMWORLD GOLD TR
2,841$308K0.05%
125
VLUEISHARES TR
295,080$300K0.05%
126
VUGVANGUARD INDEX FDS
638$291K0.05%
127
ARGXARGENX SE
449$277K0.05%
128
CITHE CIGNA GROUP
262,029$268K0.05%
129
NTRSNORTHERN TR CORP
254,019$254K0.04%
130
ROPROPER TECHNOLOGIES INC
397$246K0.04%
131
MDLZMONDELEZ INTL INC
403$241K0.04%
132
LVSLAS VEGAS SANDS CORP
375$231K0.04%
133
XLFSELECT SECTOR SPDR TR
4,232$229K0.04%
134
GISGENERAL MLS INC
372$226K0.04%
135
DHRDANAHER CORPORATION
1,640$225K0.04%
136
RUNNSTRATEGIC TRUST
5,610$218K0.04%
137
XLVSELECT SECTOR SPDR TR
1,445$210K0.04%
138
IVWISHARES TR
18,600$191K0.03%
139
ABTABBOTT LABS
158,065$165K0.03%
140
NEENEXTERA ENERGY INC
145,053$147K0.02%
141
IGMISHARES TR
62,657$128K0.02%
142
SONYSONY GROUP CORP
105,031$104K0.02%
143
CYBRCYBERARK SOFTWARE LTD
43,100$81K0.01%
144
KVUEKENVUE INC
71,110$71K0.01%
145
LULULULULEMON ATHLETICA INC
52,001$51K0.01%
146
WBDWARNER BROS DISCOVERY INC
39,404$42K0.01%
147
SESEA LTD
24,003$23K0.00%
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