SoundView Advisors

SoundView Advisors as of Dec. 31, 2024

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