SoundView Advisors Inc. — Q3 2025 13F Holdings

Name: SoundView Advisors Inc. — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002054083

Total reported value

$281.0M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	24.73%	-1.55%	+20.11%
2	XNTK	Ss Spdr Nyse Tech ETF	ETF-Tech	20.35%	—	—
3	OEF	Ishares S&p 100 ETF	ETF-Other	17.18%	—	—
4	VEA	Vanguard Ftse Developed ETF	ETF-Other	13.64%	+0.52%	+1.86%
5	✓	Bondbloxx ETF Trust	ETF-Other	9.23%	—	—
6	VGSH	Vanguard Short-term Treasury	ETF-Gov Bonds	3.51%	—	—
7	MSFT	Microsoft CORP	Stock-Tech	2.01%	-0.09%	-3.44%
8	NVDA	Nvidia CORP	Stock-Tech	1.54%	-0.12%	-9.25%
9	GOOG	Alphabet Inc-cl C	Stock-Comm Services	1.46%	-0.03%	-3.20%
10	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	1.33%	-0.11%	+12.35%
11	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.90%	-0.01%	-2.26%
12	XCEM	Columbia Em Core Ex-china	ETF-Emerging Markets	0.66%	+0.06%	+11.54%
13	LRCX	Lam Research CORP	Stock-Tech	0.65%	-0.02%	-4.92%
14	VOOG	Vanguard S&p 500 Growth ETF	ETF-Large Cap & Growth	0.57%	—	—
15	AAPL	Apple INC	Stock-Tech	0.50%	-0.03%	-13.27%
16	PATH	Uipath INC - Class A	Stock-Tech	0.49%	—	-10.78%
17	AMZN	Amazon.com INC	Stock-Consumer Disc	0.49%	—	+88.60%
18	DVA	Davita INC	Stock-Healthcare	0.18%	-0.02%	—
19	CVX	Chevron CORP	Stock-Energy	0.14%	+0.05%	-3.38%
20	DIA	Ss Spdr Dow Jones Indus Avg	ETF-Large Cap & Growth	0.11%	—	—
21	BRK-A	Berkshire Hathaway Inc-cl A	Stock-Other	0.09%	—	—
22	ETN	Eaton Corporation plc	Stock-Industrials	0.08%	—	—
23	SHOPCN 0.125 11-01-25	Shopify INC	Stock-Other	0.07%	—	—
24	SNOW	Snowflake INC	Stock-Tech	0.07%	—	—

Holding changes this quarter

Position changes disclosed by SoundView Advisors Inc. for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VOO	Vanguard S&p 500 ETF	+3.4%	+20.11%	Add
2	VEA	Vanguard Ftse Developed ETF	+1%	+1.86%	Add
3	NVDA	Nvidia CORP	+0.4%	-9.25%	Trim
4	QQQ	Invesco Qqq Trust Series 1	+0.3%	+12.35%	Add
5	AMZN	Amazon.com INC	+0.2%	+88.60%	Add
6	LRCX	Lam Research CORP	+0.2%	-4.92%	Trim
7	GOOG	Alphabet Inc-cl C	+0.2%	-3.20%	Trim
8	PATH	Uipath INC - Class A	+0.1%	-10.78%	Add
9	XCEM	Columbia Em Core Ex-china	+0.1%	+11.54%	Add
10	MSFT	Microsoft CORP	+0.1%	-3.44%	Trim
11	DIA	Ss Spdr Dow Jones Indus Avg	0%	—	Add
12	CVX	Chevron CORP	0%	-3.38%	Add
13	DVA	Davita INC	-0.1%	—	Unchanged
14	AAPL	Apple INC	-0.2%	-13.27%	Trim
15	COST	Costco Wholesale CORP	-0.5%	-2.26%	Trim
16	XNTK	Ss Spdr Nyse Tech ETF	—	NEW	New buy
17	OEF	Ishares S&p 100 ETF	—	NEW	New buy
18	SPSB	Ss Spdr P St C CORP ETF	—	EXIT	Sold out
19	✓	Bondbloxx ETF Trust	—	NEW	New buy
20	BILS	Ss Spdrb B 3-12m T-bill ETF	—	EXIT	Sold out
21	XHLF	Bondbloxx Bbg 6 Mth US Treas	—	EXIT	Sold out
22	STIP	Ishares 0-5 Year Tips Bond E	—	EXIT	Sold out
23	VGSH	Vanguard Short-term Treasury	—	NEW	New buy
24	IJH	Ishares Core S&p Midcap ETF	—	EXIT	Sold out
25	IJR	Ishares Core S&p Small-cap E	—	EXIT	Sold out
26	VONE	Vanguard Russell 1000	—	EXIT	Sold out
27	IEFA	Ishares Core Msci Eafe ETF	—	EXIT	Sold out
28	VV	Vanguard Large-cap ETF	—	EXIT	Sold out
29	VTWO	Vanguard Russell 2000 ETF	—	EXIT	Sold out
30	IVOO	Vanguard S&p Mid-cap 400 ETF	—	EXIT	Sold out
31	VOOG	Vanguard S&p 500 Growth ETF	—	NEW	New buy
32	VO	Vanguard Mid-cap ETF	—	EXIT	Sold out
33	JMST	JPM Ultra-short Muni Income	—	EXIT	Sold out
34	IVV	Ishares Core S&p 500 ETF	—	EXIT	Sold out
35	BRK-B	Berkshire Hathaway Inc-cl B	—	EXIT	Sold out
36	BRK-A	Berkshire Hathaway Inc-cl A	—	NEW	New buy
37	NARIUSD	Inari Medical INC	—	EXIT	Sold out
38	TLT	iShares 20+ Year Treasury Bond ETF	—	EXIT	Sold out
39	BMY	Bristol-myers Squibb Co	—	EXIT	Sold out
40	ETN	Eaton Corporation plc	—	NEW	New buy
41	SHOPCN 0.125 11-01-25	Shopify INC	—	NEW	New buy
42	SNOW	Snowflake INC	—	NEW	New buy