Sunrise Financial Services, LLC - Portfolio overview

Sunrise Financial Services, LLC has 622 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. CGDV - CAPITAL GROUP DIVIDEND VALUE, 13.28%
2. QQQM - INVESCO EXCH TRADED FD TR II, 8.26%
3. HGER - HARBOR ETF TRUST, 6.85%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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