SoundView Advisors as of Sept. 30, 2025
Portfolio Holdings for SoundView Advisors
SoundView Advisors holds 24 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr Series Trust Bloomberg 3-12 M (XNTK) | 37.4 | $131M | 1.3M | 99.52 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 22.3 | $78M | 128k | 612.37 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 11.4 | $40M | 664k | 59.92 | |
| Ishares Tr Core S&p Mcp Etf (OEF) | 10.2 | $36M | 547k | 65.25 | |
| Bondbloxx Etf Trust Bloomberg Six Mn (XHYC) | 7.7 | $27M | 534k | 50.42 | |
| Microsoft Corporation (MSFT) | 1.7 | $5.9M | 11k | 517.92 | |
| Vanguard Scottsdale Fds Vng Rus2000idx (VGSH) | 1.5 | $5.1M | 52k | 97.81 | |
| NVIDIA Corporation (NVDA) | 1.3 | $4.5M | 24k | 186.57 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $4.3M | 18k | 243.50 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $3.9M | 6.5k | 600.25 | |
| Costco Wholesale Corporation (COST) | 0.8 | $2.6M | 2.9k | 925.32 | |
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.6 | $1.9M | 53k | 36.32 | |
| Lam Research Corp Com New (LRCX) | 0.5 | $1.9M | 14k | 133.85 | |
| Vanguard Admiral Fds Midcp 400 Idx (VOOG) | 0.5 | $1.7M | 15k | 110.35 | |
| Apple (AAPL) | 0.4 | $1.4M | 5.7k | 254.49 | |
| Uipath Cl A (PATH) | 0.4 | $1.4M | 108k | 13.38 | |
| Amazon (AMZN) | 0.4 | $1.4M | 6.6k | 219.54 | |
| DaVita (DVA) | 0.2 | $529k | 4.0k | 132.78 | |
| Chevron Corporation (CVX) | 0.1 | $408k | 2.6k | 155.07 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $319k | 689.00 | 462.99 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.A) | 0.1 | $255k | 508.00 | 501.97 | |
| Eaton Corp SHS (ETN) | 0.1 | $224k | 600.00 | 373.33 | |
| Shopify Cl A Sub Vtg Shs | 0.1 | $205k | 1.4k | 148.55 | |
| Snowflake Cl A (SNOW) | 0.1 | $201k | 894.00 | 224.83 |
