Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
SOUNDWATCH CAPITAL LLC 02-07-2024 12-31-2023 32 207,977,447
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE S&P500 ETF 1 $130,095,353 281,255 0.06 0.04 -149,636 -34.73 12-31-2023
SPDR S&P 500 ETF TR TR UNIT 2 $40,037,012 92,510 0.02 0.05 -429,113 -82.26 12-31-2023
TRUST FOR ADVISED PORTFOLIOS SOUNDWATCH HEDGD Liquidated $0 0 0.00 477,101 +Inf 12-31-2023
APPLE INC COM 4 $10,923,509 56,765 0.01 0.00 -7,297 -11.39 12-31-2023
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