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CIK: 0002054083
Total reported value
$306.9M
$306.9M
24 檔
81.0%
As reported in its official Q3 2025 Form 13F filing, SoundView Advisors Inc.'s tracked investment portfolio stood at $306.9M with 24 total positions.
In Q3 2025, SoundView Advisors Inc. adopted a defensive or profit-taking posture, trimming 6 positions and completely liquidating 18 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 24.73% | +1.81% | +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% | +0.82% | +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% | — | -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% | +0.07% | -3.20% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.33% | +0.26% | +12.35% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.90% | -0.08% | -2.26% | |
| 12 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.66% | +0.17% | +11.54% | |
| 13 | LRCX | Lam Research CORP | Stock-Tech | 0.65% | +0.08% | -4.92% | |
| 14 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.57% | — | — | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.50% | +0.04% | -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% | +0.03% | — | |
| 19 | CVX | Chevron CORP | Stock-Energy | 0.14% | -0.06% | -3.38% | |
| 20 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.11% | -0.01% | — | |
| 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 11-01-25Bond | Shopify Inc | Bond | 0.07% | — | — | |
| 24 | SNOW | Snowflake Inc | Stock-Tech | 0.07% | +0.07% | NEW |
| # | 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 11-01-25Bond | Shopify Inc | — | NEW | New buy |
| 42 | SNOW | Snowflake Inc | — | NEW | New buy |
According to official SEC Form 13F filings, SoundView Advisors Inc. reported a total U.S. public equity portfolio value of $306.9M across 24 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, XNTK, OEF) accounted for 81.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
XNTK
市值: $59.4M
Top Position Liquidated / Trimmed
SPSB
前期市值: $28.1M
During Q3 2025, SoundView Advisors Inc.'s top holdings by market value included VOO (24.7%)、XNTK (20.4%)、OEF (17.2%). The largest single position, VOO, represented 24.7% of total portfolio value.
In Q3 2025, SoundView Advisors Inc. made 41 total portfolio adjustments, initiating 9 new buys, adding to 8 positions, trimming 6 holdings, and fully liquidating 18 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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