Soundview Advisors Inc. Top Holdings and 13F Report (2025) About Soundview Advisors Inc.Investment ActivitySoundview Advisors Inc. has $242.56 thousand in total holdings as of December 31, 2024.Soundview Advisors Inc. owns shares of 33 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard S&P 500 ETF $51,971Vanguard FTSE Developed Markets ETF $28,016SPDR Portfolio Short Term Corporate Bond ETF $26,453SPDR Bloomberg 3-12 Month T-Bill ETF $25,511BondBloxx Bloomberg Six Month Target Duration US Treasury ETF $22,960 Sector AllocationMap of 500 Largest Holdings ofSoundview Advisors Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$51,97196,45521.4%ETFVEAVanguard FTSE Developed Markets ETF$28,016585,87111.5%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$26,453885,90510.9%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$25,511257,29810.5%ETFXHLFBondBloxx Bloomberg Six Month Target Duration US Treasury ETF$22,960457,5619.5%ETFSTIPiShares 0-5 Year TIPS Bond ETF$16,751166,5186.9%ETFIJRiShares Core S&P Small-Cap ETF$9,99986,7834.1%ETFIJHiShares Core S&P Mid-Cap ETF$9,819157,5844.0%ETFVONEVanguard Russell 1000$6,68425,0632.8%ETFMSFTMicrosoft$5,87213,9332.4%Computer and TechnologyCOSTCostco Wholesale$5,4395,9362.2%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$4,57865,1411.9%ETFNVDANVIDIA$4,35432,4281.8%Computer and TechnologyGOOGAlphabet$3,61919,0081.5%Computer and TechnologyVVVanguard Large-Cap ETF$2,74210,1671.1%ETFQQQInvesco QQQ$2,7035,2881.1%FinanceVTWOVanguard Russell 2000 ETF$2,69030,1231.1%ETFIVOOVanguard S&P Mid-Cap 400 ETF$2,11320,0340.9%ETFAAPLApple$1,7957,1720.7%Computer and TechnologyVOVanguard Mid-Cap ETF$1,5385,8250.6%ETFXCEMColumbia EM Core ex-China ETF$1,35545,7810.6%ETFPATHUiPath$1,13689,4060.5%Business ServicesLAM RESEARCH CORP$1,00813,9580.4%COM NEWDVADaVita$5953,9840.2%MedicalAMZNAmazon.com$4982,2740.2%Retail/WholesaleTSLATesla$3879590.2%Auto/Tires/TrucksJMSTJPMorgan Ultra-Short Municipal ETF$3707,3000.2%ETFCVXChevron$3582,4780.1%EnergyIVViShares Core S&P 500 ETF$3576080.1%ETFIBTFiShares iBonds Dec 2025 Term Treasury ETF$24010,3200.1%ManufacturingBRK.BBerkshire Hathaway$2305080.1%FinanceBMYBristol-Myers Squibb$2143,7920.1%MedicalGOOGLAlphabet$2091,1050.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
