SA

SoundView Advisors Inc.

13F
SoundView Advisors Inc.
Last update 2025-05-09 32 Stocks (1 new)
Value $242.00 Mil Turnover 4 %
Countries:
Top Holdings: VOO(21.34%)VEA(12.68%)SPSB(11.61%)BILS(11.01%)XHLF(10.24%)
Summary Stock Picks Current Portfolio
SoundView Advisors Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO
Vanguard S&P 500 ETF
100,539
51,670.0
+4.23%
21.340
+0.87%
0.010
+16.61%
+9.11%
664,994.4
 
VEA
Vanguard FTSE Developed Markets ETF
603,960
30,700.0
+3.09%
12.680
+0.38%
0.020
+12.13%
+23.23%
162,735.7
 
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
SPDR Portfolio Short Term Corporate Bond ETF
934,237
28,120.0
+5.46%
11.610
+0.60%
0.370
+1.39%
+3.19%
8,172.2
 
BILS
SPDR Bloomberg 3-12 Month T-Bill ETF
SPDR Bloomberg 3-12 Month T-Bill ETF
268,025
26,670.0
+4.17%
11.010
+0.44%
0.680
+0.98%
+2.29%
3,814.9
 
XHLF
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
492,360
24,790.0
+7.61%
10.240
+0.72%
1.860
+0.92%
+2.23%
1,749.6
 
STIP
iShares 0-5 Year TIPS Bond ETF
170,225
17,610.0
+2.23%
7.270
+0.16%
0.150
+0.90%
+4.34%
12,369.8
 
IJH
iShares Core S&P Mid-Cap ETF
163,253
9,530.0
+3.60%
3.940
+0.14%
0.010
+13.13%
+3.50%
98,272.5
 
IJR
iShares Core S&P Small-Cap ETF
83,547
8,740.0
-3.73%
3.610
-0.15%
0.010
+13.49%
-1.32%
82,301.6
 
VONE
Vanguard Russell 1000 Index Fund
25,026
6,350.0
-0.15%
2.620
0%
0.120
+16.78%
+8.96%
6,040.3
 
IEFA
iShares Core MSCI EAFE ETF
64,809
4,900.0
-0.51%
2.020
-0.01%
0.000
+11.42%
+23.29%
146,845.5
 

SoundView Advisors Inc.'s Historical Top Holdings Breakdowns

SoundView Advisors Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
COST
Costco Wholesale Corp
2025-03-31
Reduce
Reduce
-0.92%
●
890.62 ($974.97) 1076.86
$936.35
-3.96%
Reduce -41.12%
3,495
-2,441
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+0.87%
●
507.05 ($540.58) 563.67
$584.07
8.04%
Add 4.23%
100,539
4,084
XHLF
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
2025-03-31
Add
Add
+0.72%
●
50.18 ($50.26) 50.35
$50.29
0.06%
Add 7.61%
492,360
34,799
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
SPDR Portfolio Short Term Corporate Bond ETF
2025-03-31
Add
Add
+0.60%
●
29.82 ($29.96) 30.1
$30.10
0.47%
Add 5.46%
934,237
48,332
BILS
SPDR Bloomberg 3-12 Month T-Bill ETF
SPDR Bloomberg 3-12 Month T-Bill ETF
2025-03-31
Add
Add
+0.44%
●
99.16 ($99.33) 99.52
$99.35
0.02%
Add 4.17%
268,025
10,727
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-0.41%
●
106.98 ($126.74) 149.43
$172.58
36.17%
Reduce -22.9%
25,002
-7,426
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Add
Add
+0.38%
●
47.4 ($50.6) 52.99
$58.20
15.01%
Add 3.09%
603,960
18,089
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-0.25%
●
375.39 ($407.71) 447.2
$511.20
25.38%
Reduce -10.52%
12,467
-1,466
STIP
iShares 0-5 Year TIPS Bond ETF
2025-03-31
Add
Add
+0.16%
●
100.59 ($101.89) 103.47
$102.82
0.92%
Add 2.23%
170,225
3,707
TSLA
Tesla Inc
2025-03-31
Sold Out
Sold Out
-0.16%
●
222.15 ($333.26) 428.22
$302.79
-9.14%
Sold Out
0
-959

SoundView Advisors Inc. Total Holding History ($B)

To

SoundView Advisors Inc.'s Asset Allocation

To

SoundView Advisors Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SoundView Advisors Inc.'s Hypothetical Growth since 2025-03-31

SoundView Advisors Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

SoundView Advisors Inc.'s Holdings Heat Map

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SoundView Advisors Inc.'s Holdings Bubble Chart

SoundView Advisors Inc. News

  • 1

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