SoundView Advisors

SoundView Advisors as of March 31, 2025

Portfolio Holdings for SoundView Advisors

SoundView Advisors holds 33 positions in its portfolio as reported in the March 2025 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) 21.3 $52M 101k 513.90
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 12.7 $31M 604k 50.83
Spdr Ser Tr Portfolio Short (SPSB) 11.6 $28M 934k 30.10
Spdr Ser Tr Bloomberg 3-12 M (BILS) 11.0 $27M 268k 99.49
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) 10.2 $25M 492k 50.35
Ishares Tr 0-5 Yr Tips Etf (STIP) 7.3 $18M 170k 103.47
Ishares Tr Core S&p Mcp Etf (IJH) 3.9 $9.5M 163k 58.34
Ishares Tr Core S&p Scp Etf (IJR) 3.6 $8.7M 84k 104.56
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 2.6 $6.4M 25k 253.86
Ishares Tr Core Msci Eafe (IEFA) 2.0 $4.9M 65k 75.64
Microsoft Corporation (MSFT) 1.9 $4.7M 13k 375.31
Costco Wholesale Corporation (COST) 1.4 $3.3M 3.5k 945.64
Alphabet Cap Stk Cl C (GOOG) 1.3 $3.1M 20k 156.18
NVIDIA Corporation (NVDA) 1.1 $2.7M 25k 108.35
Vanguard Index Fds Large Cap Etf (VV) 1.1 $2.6M 10k 257.03
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $2.5M 5.3k 468.78
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 1.0 $2.4M 30k 80.62
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.8 $2.0M 20k 98.67
Apple (AAPL) 0.7 $1.6M 7.2k 222.11
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $1.5M 5.8k 258.57
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.6 $1.4M 47k 29.53
Lam Research Corp Com New (LRCX) 0.4 $1.1M 15k 72.65
Uipath Cl A (PATH) 0.4 $920k 89k 10.29
Amazon (AMZN) 0.3 $620k 3.3k 190.24
DaVita (DVA) 0.3 $609k 4.0k 152.86
Chevron Corporation (CVX) 0.2 $439k 2.6k 166.92
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $372k 7.3k 50.77
Ishares Tr Core S&p500 Etf (IVV) 0.1 $342k 609.00 561.58
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $270k 508.00 531.50
Inari Medical Ord 0.1 $250k 3.1k 79.69
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.1 $241k 10k 23.35
Bristol Myers Squibb (BMY) 0.1 $231k 3.8k 60.92
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $225k 538.00 418.22