Sunrise Financial Services, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SF Sunrise Financial Services, LLC | Institutional Filer | ▲ 6.35% | $141.1M | 622 |
Current Portfolio Holdings
Showing all 622 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | CGDV | CAPITAL GROUP DIVIDEND VALUE | — | 440K | $18.7M | 13.28% |
| 2 | QQQM | INVESCO EXCH TRADED FD TR II | — | 49K | $11.7M | 8.26% |
| 3 | HGER | HARBOR ETF TRUST | — | 311K | $9.7M | 6.85% |
| 4 | IWY | ISHARES TR | — | 31K | $7.8M | 5.54% |
| 5 | XMMO | INVESCO EXCHANGE TRADED FD T | — | 45K | $6.5M | 4.61% |
| 6 | BKIE | BNY MELLON ETF TRUST | — | 60K | $5.6M | 3.98% |
| 7 | DYNF | BLACKROCK ETF TRUST | — | 95K | $5.5M | 3.90% |
| 8 | LVHI | LEGG MASON ETF INVT | — | 118K | $4.8M | 3.38% |
| 9 | XLK | Technology Select Sector SPDR Fund | — | 35K | $4.7M | 3.34% |
| 10 | PRFZ | INVESCO EXCHANGE TRADED FD T | — | 99K | $4.6M | 3.23% |
| 11 | JPLD | J P MORGAN EXCHANGE TRADED F | — | 86K | $4.5M | 3.17% |
| 12 | FRDM | EA SERIES TRUST | — | 79K | $4.3M | 3.06% |
| 13 | OBIL | RBB FD INC | — | 75K | $3.7M | 2.64% |
| 14 | ALAI | THE ALGER ETF TRUST | — | 112K | $3.7M | 2.61% |
| 15 | PSH | PGIM ETF TR | — | 74K | $3.6M | 2.58% |
Showing 1 to 15 of 622 holdings