SoundView Advisors Inc. Q1 2025 Filing
Filed May 9, 2025
Portfolio Value
$242.4M
Holdings
33
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 100,539 | $51.7M | 21.32% | |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 603,960 | $30.7M | 12.67% | |
| 3 | SPSBSPDR SER TR | 934,237 | $28.1M | 11.60% | |
| 4 | BILSSPDR SER TR | 268,025 | $26.7M | 11.00% | |
| 5 | XHLFBONDBLOXX ETF TRUST | 492,360 | $24.8M | 10.23% | |
| 6 | STIPISHARES TR | 170,225 | $17.6M | 7.27% | |
| 7 | IJHISHARES TR | 163,253 | $9.5M | 3.93% | |
| 8 | IJRISHARES TR | 83,547 | $8.7M | 3.60% | |
| 9 | VONEVANGUARD SCOTTSDALE FDS | 25,026 | $6.4M | 2.62% | |
| 10 | AQLTISHARES TR | 64,809 | $4.9M | 2.02% | |
| 11 | MSFTMICROSOFT CORP | 12,467 | $4.7M | 1.93% | |
| 12 | COSTCOSTCO WHSL CORP NEW | 3,495 | $3.3M | 1.36% | |
| 13 | GOOGALPHABET INC | 19,535 | $3.1M | 1.26% | |
| 14 | NVDANVIDIA CORPORATION | 25,002 | $2.7M | 1.12% | |
| 15 | VVVANGUARD INDEX FDS | 10,201 | $2.6M | 1.08% | |
| 16 | NDQINVESCO QQQ TR | 5,301 | $2.5M | 1.03% | |
| 17 | VTWOVANGUARD SCOTTSDALE FDS | 29,993 | $2.4M | 1.00% | |
| 18 | IVOOVANGUARD ADMIRAL FDS INC | 19,985 | $2.0M | 0.81% | |
| 19 | AAPLAPPLE INC | 7,172 | $1.6M | 0.66% | |
| 20 | VOVANGUARD INDEX FDS | 5,832 | $1.5M | 0.62% | |
| 21 | XCEMCOLUMBIA ETF TR II | 47,111 | $1.4M | 0.57% | |
| 22 | LRCXLAM RESEARCH CORP | 14,701 | $1.1M | 0.44% | |
| 23 | PATHUIPATH INC | 89,406 | $920K | 0.38% | |
| 24 | AMZNAMAZON COM INC | 3,259 | $620K | 0.26% | |
| 25 | DVADAVITA INC | 3,984 | $609K | 0.25% | |
| 26 | CVXCHEVRON CORP NEW | 2,630 | $439K | 0.18% | |
| 27 | JMSTJ P MORGAN EXCHANGE TRADED F | 7,327 | $372K | 0.15% | |
| 28 | IVVISHARES TR | 609 | $342K | 0.14% | |
| 29 | BRK/BBERKSHIRE HATHAWAY INC DEL | 508 | $270K | 0.11% | |
| 30 | NARIUSDINARI MED INC | 3,137 | $250K | 0.10% | |
| 31 | AQLTISHARES TR | 10,320 | $241K | 0.10% | |
| 32 | BMYBRISTOL-MYERS SQUIBB CO | 3,792 | $231K | 0.10% | |
| 33 | DONSPDR DOW JONES INDL AVERAGE | 538 | $225K | 0.09% |