Sunrise Financial Services, LLC - Q12026 Holdings

Sunrise Financial Services, LLC holds 622 stocks with a total portfolio value of $ 141.09M as of Q12026. In Q12026, Sunrise Financial Services, LLC added 110 new positions, increased stakes in 74 stocks, reduced 77 holdings, and fully exited 20 positions. The largest holding is Capital Group Dividend Value (CGDV), representing 13.28% of the total portfolio.