SoundView Advisors Inc. Q4 2024 Filing
Filed February 7, 2025
Portfolio Value
$242.6M
Holdings
33
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 96,455 | $52.0M | 21.43% | |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 585,871 | $28.0M | 11.55% | |
| 3 | SPSBSPDR SER TR | 885,905 | $26.5M | 10.91% | |
| 4 | BILSSPDR SER TR | 257,298 | $25.5M | 10.52% | |
| 5 | XHLFBONDBLOXX ETF TRUST | 457,561 | $23.0M | 9.47% | |
| 6 | STIPISHARES TR | 166,518 | $16.8M | 6.91% | |
| 7 | IJRISHARES TR | 86,783 | $10.0M | 4.12% | |
| 8 | IJHISHARES TR | 157,584 | $9.8M | 4.05% | |
| 9 | VONEVANGUARD SCOTTSDALE FDS | 25,063 | $6.7M | 2.76% | |
| 10 | MSFTMICROSOFT CORP | 13,933 | $5.9M | 2.42% | |
| 11 | COSTCOSTCO WHSL CORP NEW | 5,936 | $5.4M | 2.24% | |
| 12 | AQLTISHARES TR | 65,141 | $4.6M | 1.89% | |
| 13 | NVDANVIDIA CORPORATION | 32,428 | $4.4M | 1.79% | |
| 14 | GOOGALPHABET INC | 19,008 | $3.6M | 1.49% | |
| 15 | VVVANGUARD INDEX FDS | 10,167 | $2.7M | 1.13% | |
| 16 | NDQINVESCO QQQ TR | 5,288 | $2.7M | 1.11% | |
| 17 | VTWOVANGUARD SCOTTSDALE FDS | 30,123 | $2.7M | 1.11% | |
| 18 | IVOOVANGUARD ADMIRAL FDS INC | 20,034 | $2.1M | 0.87% | |
| 19 | AAPLAPPLE INC | 7,172 | $1.8M | 0.74% | |
| 20 | VOVANGUARD INDEX FDS | 5,825 | $1.5M | 0.63% | |
| 21 | XCEMCOLUMBIA ETF TR II | 45,781 | $1.4M | 0.56% | |
| 22 | PATHUIPATH INC | 89,406 | $1.1M | 0.47% | |
| 23 | LRCXLAM RESEARCH CORP | 13,958 | $1.0M | 0.42% | |
| 24 | DVADAVITA INC | 3,984 | $595K | 0.25% | |
| 25 | AMZNAMAZON COM INC | 2,274 | $498K | 0.21% | |
| 26 | TSLATESLA INC | 959 | $387K | 0.16% | |
| 27 | JMSTJ P MORGAN EXCHANGE TRADED F | 7,300 | $370K | 0.15% | |
| 28 | CVXCHEVRON CORP NEW | 2,478 | $358K | 0.15% | |
| 29 | IVVISHARES TR | 608 | $357K | 0.15% | |
| 30 | AQLTISHARES TR | 10,320 | $240K | 0.10% | |
| 31 | BRK/BBERKSHIRE HATHAWAY INC DEL | 508 | $230K | 0.09% | |
| 32 | BMYBRISTOL-MYERS SQUIBB CO | 3,792 | $214K | 0.09% | |
| 33 | GOOGLALPHABET INC | 1,105 | $209K | 0.09% |