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SoundView Advisors

Latest statistics and disclosures from SoundView Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002054083

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Positions held by SoundView Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for SoundView Advisors

SoundView Advisors holds 33 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	21.4	$52M	97k	538.81	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	11.5	$28M	586k	47.82	View chart
Spdr Ser Tr Portfolio Short (SPSB)	10.9	$27M	886k	29.86	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	10.5	$26M	257k	99.15	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	9.5	$23M	458k	50.18	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	6.9	$17M	167k	100.60	View chart
Ishares Tr Core S&p Scp Etf (IJR)	4.1	$10M	87k	115.22	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.0	$9.8M	158k	62.31	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	2.8	$6.7M	25k	266.69	View chart
Microsoft Corporation (MSFT)	2.4	$5.9M	14k	421.45	View chart
Costco Wholesale Corporation (COST)	2.2	$5.4M	5.9k	916.27	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.9	$4.6M	65k	70.28	View chart
NVIDIA Corporation (NVDA)	1.8	$4.4M	32k	134.27	View chart
Alphabet Cap Stk Cl C (GOOG)	1.5	$3.6M	19k	190.39	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.1	$2.7M	10k	269.70	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$2.7M	5.3k	511.16	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	1.1	$2.7M	30k	89.30	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.9	$2.1M	20k	105.47	View chart
Apple (AAPL)	0.7	$1.8M	7.2k	250.28	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$1.5M	5.8k	264.03	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.6	$1.4M	46k	29.60	View chart
Uipath Cl A (PATH)	0.5	$1.1M	89k	12.71	View chart
Lam Research Corp Com New (LRCX)	0.4	$1.0M	14k	72.22	View chart
DaVita (DVA)	0.2	$595k	4.0k	149.35	View chart
Amazon (AMZN)	0.2	$498k	2.3k	219.00	View chart
Tesla Motors (TSLA)	0.2	$387k	959.00	403.55	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$370k	7.3k	50.68	View chart
Chevron Corporation (CVX)	0.1	$358k	2.5k	144.47	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$357k	608.00	587.17	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.1	$240k	10k	23.26	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$230k	508.00	452.76	View chart
Bristol Myers Squibb (BMY)	0.1	$214k	3.8k	56.43	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$209k	1.1k	189.14	View chart

Past Filings by SoundView Advisors

SEC 13F filings are viewable for SoundView Advisors going back to 2024

SoundView Advisors 2024 Q4 filed Feb. 7, 2025

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