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CIK: 0002054083
Total reported value
$306.9M
$306.9M
35 檔
58.7%
The Q2 2025 SEC filing reveals that SoundView Advisors Inc. held a total portfolio value of $306.9M, covering 35 public equity positions.
During Q2 2025, SoundView Advisors Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VEA, SPSB) accounted for 58.7% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 22.21% | +1.81% | +5.55% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 13.69% | +0.82% | +7.95% | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 10.91% | -0.96% | +4.99% | |
| 4 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 10.05% | -1.15% | +2.36% | |
| 5 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 9.48% | — | +3.78% | |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 7.14% | -1.06% | +10.57% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.98% | +0.18% | +6.82% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.47% | +0.39% | +3.08% | |
| 9 | VONE | Vanguard Russell 1000 | ETF-Other | 2.59% | +0.12% | +0.02% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.15% | — | -5.91% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.02% | -0.05% | +1.46% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.55% | +0.12% | +6.38% | |
| 13 | VV | Vanguard Large-cap ETF | ETF-Other | 1.37% | +0.08% | +27.42% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.18% | +0.07% | -7.20% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.17% | +0.26% | +8.79% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.06% | -0.08% | -16.51% | |
| 17 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.97% | +0.11% | +0.24% | |
| 18 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 0.67% | +0.02% | -13.18% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.60% | +0.01% | — | |
| 20 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.60% | +0.17% | +0.91% | |
| 21 | PATH | Uipath Inc - Class A | Stock-Tech | 0.57% | — | +34.95% | |
| 22 | LRCX | Lam Research CORP | Stock-Tech | 0.54% | +0.08% | +1.82% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.49% | +0.04% | -8.71% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.28% | — | +6.57% | |
| 25 | DVA | Davita Inc | Stock-Healthcare | 0.21% | +0.03% | — | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.14% | -0.06% | +3.54% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.14% | +0.15% | +1.97% | |
| 28 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.14% | — | — | |
| 29 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.11% | -0.01% | +28.07% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.10% | -0.01% | +10.83% | |
| 31 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.09% | — | — | |
| 32 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.09% | — | — | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.08% | +0.08% | NEW | |
| 34 | ETN | Eaton Corporation plc | Stock-Industrials | 0.08% | — | — | |
| 35 | SNOW | Snowflake Inc | Stock-Tech | 0.07% | +0.07% | NEW |
According to official SEC Form 13F filings, SoundView Advisors Inc. reported a total U.S. public equity portfolio value of $306.9M across 35 disclosed positions in Q2 2025.
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During Q2 2025, SoundView Advisors Inc.'s top holdings by market value included VOO (22.2%)、VEA (13.7%)、SPSB (10.9%). The largest single position, VOO, represented 22.2% of total portfolio value.
In Q2 2025, 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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