0001214659-23-007211.txt : 20230515 0001214659-23-007211.hdr.sgml : 20230515 20230515164357 ACCESSION NUMBER: 0001214659-23-007211 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Soundwatch Capital LLC CENTRAL INDEX KEY: 0001803253 IRS NUMBER: 472484258 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20153 FILM NUMBER: 23923528 BUSINESS ADDRESS: STREET 1: 137 ROWAYTON AVE, SUITE 120 CITY: ROWAYTON STATE: CT ZIP: 06853 BUSINESS PHONE: 646-442-9655 MAIL ADDRESS: STREET 1: 137 ROWAYTON AVE, SUITE 120 CITY: ROWAYTON STATE: CT ZIP: 06853 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001803253 XXXXXXXX 03-31-2023 03-31-2023 false Soundwatch Capital LLC

137 ROWAYTON AVE, SUITE 120 ROWAYTON CT 06853

13F HOLDINGS REPORT 028-20153 N Robert Hammer 646-442-9655 /s/ Robert Hammer Rowayton CT 05-09-2023 1 24 435430352 1 0001765285 028-19109 Apexium Financial, LP INFORMATION TABLE 2 infotable.xml AMAZON COM INC COM 023135106 225172 2180 SH OTR 1 0 0 1900 APPLE INC COM 037833100 10581303 64168 SH OTR 1 0 0 5810 APPLIED MATLS INC COM 038222105 296634 2415 SH OTR 1 0 0 19 GOLDMAN SACHS GROUP INC COM 38141G104 582910 1782 SH OTR 1 0 0 1782 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 240756 775 SH OTR 1 0 0 342 INVESCO QQQ TR UNIT SER 1 46090E103 3413489 10636 SH OTR 1 0 0 142 ISHARES TR CORE S&P500 ETF 464287200 174494836 424460 SH DFND 225000 0 225000 ISHARES TR RUS 1000 ETF 464287622 1183584 5255 SH OTR 1 0 0 50 ISHARES TR MSCI USA QLT FCT 46432F339 600921 4844 SH OTR 1 0 0 1819 ISHARES TR S&P 100 ETF 464287101 478822 2560 SH OTR 1 0 0 2560 ISHARES TR CORE S&P TTL STK 464287150 452750 5000 SH OTR 1 0 0 3090 ISHARES TR U.S. TECH ETF 464287721 245557 2646 SH OTR 1 0 0 1260 MICROSOFT CORP COM 594918104 774086 2685 SH OTR 1 0 0 80 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 243156 3731 SH OTR 1 0 0 525 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 633974 1906 SH OTR 1 0 0 780 SPDR S&P 500 ETF TR TR UNIT 78462F103 212859286 520040 SH OTR 1 0 0 1200 TEXAS INSTRS INC COM 882508104 318263 1711 SH OTR 1 0 0 20 TRUST FOR ADVISED PORTFOLIOS SOUNDWATCH HEDGD 89832P150 8117668 361148 SH OTR 1 0 0 65813 UNITEDHEALTH GROUP INC COM 91324P102 856806 1813 SH OTR 1 0 0 1709 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 206488 2797 SH OTR 1 0 0 952 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 9363767 25130 SH OTR 1 0 0 2369 VANGUARD INDEX FDS LARGE CAP ETF 922908637 5437292 29106 SH OTR 1 0 0 2417 VANGUARD WORLD FD ESG US STK ETF 921910733 3484389 48590 SH OTR 1 0 0 45535 VANGUARD WORLD FDS INF TECH ETF 92204A702 338443 878 SH OTR 1 0 0 218