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Janice Hammond

Sunrise Financial Services, Llc

Assets Managed
$141.086M
Holdings
622
Last Quarter
2026 - Q1
Filed Date
23d ago
Growth Rate
6.36%(2Q avg: 3.18%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Sunrise Financial Services, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 622 positions.

Assets under management

The assets under management (AUM) of Sunrise Financial Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 141.086M in assets, with a quarterly growth rate of 6.36% and a 2-quarter average growth rate of 3.18%. The portfolio is managed by Janice Hammond, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CGDV
Cap Group Dividend Value
Recent Activity
Increased 11.94%
13.28%
$18.734M
440,383 shares@ $42.55 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Decreased -24.11%
8.27%
$11.656M
49,053 shares@ $237.62 avg price
HGER
Harbor Commodity All Weather
Recent Activity
Increased 63.83%
6.85%
$9.658M
311,446 shares@ $31.01 avg price
IWY
Ishares Russell Top 200 Grow
Recent Activity
Increased 9.47%
5.54%
$7.813M
31,399 shares@ $248.84 avg price
XMMO
Invesco S&p Midcap Momentum
Recent Activity
Increased 117850%
4.61%
$6.5M
44,821 shares@ $145.03 avg price
BKIE
Bny Mellon Intl Eqty Etf
Recent Activity
Increased 93804.69%
3.98%
$5.615M
60,099 shares@ $93.44 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 15291.54%
3.9%
$5.498M
94,504 shares@ $58.18 avg price
LVHI
Franklin International Low V
Recent Activity
Increased 4.51%
3.39%
$4.769M
117,648 shares@ $40.54 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Decreased -18.64%
3.34%
$4.706M
35,409 shares@ $132.9 avg price
PRFZ
Invesco Ftse Rafi Us 1500 Sm
Recent Activity
Increased 115340.7%
3.23%
$4.554M
99,279 shares@ $45.88 avg price

1-10 of 622