Sunrise Financial Services, LLC - Q42025 Holdings

Sunrise Financial Services, LLC holds 532 stocks with a total portfolio value of $ 132.66M as of Q42025. In Q42025, Sunrise Financial Services, LLC added 532 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Capital Group Dividend Value (CGDV), representing 12.94% of the total portfolio.