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CIK: 0002054083
Total reported value
$306.9M
$306.9M
33 檔
50.5%
During the Q4 2024 filing period, SoundView Advisors Inc. (CIK: 0002054083) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $306.9M across 33 reported positions.
During Q4 2024, SoundView Advisors Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 21.43% | +1.81% | — | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 11.55% | +0.82% | — | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 10.91% | -0.96% | — | |
| 4 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 10.52% | -1.15% | — | |
| 5 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 9.47% | — | — | |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 6.91% | -1.06% | — | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.12% | +0.39% | — | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.05% | +0.18% | — | |
| 9 | VONE | Vanguard Russell 1000 | ETF-Other | 2.76% | +0.12% | — | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.42% | — | — | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.24% | -0.08% | — | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.89% | -0.05% | — | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.79% | +0.12% | — | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.49% | +0.07% | — | |
| 15 | VV | Vanguard Large-cap ETF | ETF-Other | 1.13% | +0.08% | — | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.11% | +0.26% | — | |
| 17 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 1.11% | +0.11% | — | |
| 18 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 0.87% | +0.02% | — | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.74% | +0.04% | — | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.63% | +0.01% | — | |
| 21 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.56% | +0.17% | — | |
| 22 | PATH | Uipath Inc - Class A | Stock-Tech | 0.47% | — | — | |
| 23 | LRCX | Lam Research CORP | Stock-Tech | 0.42% | +0.08% | — | |
| 24 | DVA | Davita Inc | Stock-Healthcare | 0.25% | +0.03% | — | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.21% | — | — | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.16% | — | — | |
| 27 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.15% | — | — | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.15% | -0.06% | — | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.15% | +0.15% | — | |
| 30 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.10% | — | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.09% | -0.01% | — | |
| 32 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.09% | — | — | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.09% | +0.08% | NEW |
According to official SEC Form 13F filings, SoundView Advisors Inc. reported a total U.S. public equity portfolio value of $306.9M across 33 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, VEA, SPSB) accounted for 50.5% of total reported equity market value during Q4 2024.
During Q4 2024, SoundView Advisors Inc.'s top holdings by market value included VOO (21.4%)、VEA (11.6%)、SPSB (10.9%). The largest single position, VOO, represented 21.4% of total portfolio value.
In Q4 2024, SoundView Advisors Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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