SoundView Advisors

SoundView Advisors as of June 30, 2025

Portfolio Holdings for SoundView Advisors

SoundView Advisors holds 35 positions in its portfolio as reported in the June 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) 22.2 $60M 106k 568.02
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 13.7 $37M 652k 57.01
Spdr Series Trust Portfolio Short (SPSB) 10.9 $30M 981k 30.19
Spdr Series Trust Bloomberg 3-12 M (BILS) 10.1 $27M 274k 99.43
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) 9.5 $26M 511k 50.34
Ishares Tr 0-5 Yr Tips Etf (STIP) 7.1 $19M 188k 102.91
Ishares Tr Core S&p Mcp Etf (IJH) 4.0 $11M 174k 62.02
Ishares Tr Core S&p Scp Etf (IJR) 3.5 $9.4M 86k 109.28
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 2.6 $7.0M 25k 280.85
Microsoft Corporation (MSFT) 2.1 $5.8M 12k 497.36
Ishares Tr Core Msci Eafe (IEFA) 2.0 $5.5M 66k 83.48
NVIDIA Corporation (NVDA) 1.5 $4.2M 27k 157.96
Vanguard Index Fds Large Cap Etf (VV) 1.4 $3.7M 13k 285.27
Alphabet Cap Stk Cl C (GOOG) 1.2 $3.2M 18k 177.35
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $3.2M 5.8k 551.59
Costco Wholesale Corporation (COST) 1.1 $2.9M 2.9k 989.72
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 1.0 $2.6M 30k 87.21
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.7 $1.8M 17k 104.96
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $1.6M 5.8k 279.66
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.6 $1.6M 48k 34.16
Uipath Cl A (PATH) 0.6 $1.5M 121k 12.80
Lam Research Corp Com New (LRCX) 0.5 $1.5M 15k 97.27
Apple (AAPL) 0.5 $1.3M 6.5k 205.13
Amazon (AMZN) 0.3 $761k 3.5k 219.12
DaVita (DVA) 0.2 $567k 4.0k 142.32
Chevron Corporation (CVX) 0.1 $389k 2.7k 142.86
Ishares Tr Core S&p500 Etf (IVV) 0.1 $385k 621.00 619.97
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $373k 7.3k 50.91
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $303k 689.00 439.77
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $273k 563.00 484.90
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $242k 2.6k 91.60
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.1 $241k 10k 23.35
Alphabet Cap Stk Cl A (GOOGL) 0.1 $223k 1.3k 175.45
Eaton Corp SHS (ETN) 0.1 $214k 600.00 356.67
Snowflake Cl A (SNOW) 0.1 $200k 894.00 223.71