Soundview Advisors Inc. Top Holdings and 13F Report (2025) About Soundview Advisors Inc.Investment ActivitySoundview Advisors Inc. has $242.39 thousand in total holdings as of March 31, 2025.Soundview Advisors Inc. owns shares of 33 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 3.67% of the portfolio was purchased this quarter.About 1.92% of the portfolio was sold this quarter.This quarter, Soundview Advisors Inc. has purchased 33 new stocks and bought additional shares in 17 stocks.Soundview Advisors Inc. sold shares of 8 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $51,667Vanguard FTSE Developed Markets ETF $30,699SPDR Portfolio Short Term Corporate Bond ETF $28,120SPDR Bloomberg 3-12 Month T-Bill ETF $26,665BondBloxx Bloomberg Six Month Target Duration US Treasury ETF $24,792 Largest New Holdings this Quarter 45332Y109 - Inari Medical $250 Holding78467X109 - SPDR Dow Jones Industrial Average ETF Trust $225 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 4,084 shares (about $2.10K)BondBloxx Bloomberg Six Month Target Duration US Treasury ETF 34,799 shares (about $1.75K)SPDR Portfolio Short Term Corporate Bond ETF 48,332 shares (about $1.45K)SPDR Bloomberg 3-12 Month T-Bill ETF 10,727 shares (about $1.07K)Vanguard FTSE Developed Markets ETF 18,089 shares (about $919.46) Largest Sales this Quarter Costco Wholesale 2,441 shares (about $2.31K)NVIDIA 7,426 shares (about $804.62)Microsoft 1,466 shares (about $550.21)iShares Core S&P Small-Cap ETF 3,236 shares (about $338.37)iShares Core MSCI EAFE ETF 332 shares (about $25.11) Sector Allocation Over TimeMap of 500 Largest Holdings ofSoundview Advisors Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$51,667$2,099 ▲4.2%100,53921.3%ETFVEAVanguard FTSE Developed Markets ETF$30,699$919 ▲3.1%603,96012.7%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$28,120$1,455 ▲5.5%934,23711.6%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$26,665$1,067 ▲4.2%268,02511.0%ETFXHLFBondBloxx Bloomberg Six Month Target Duration US Treasury ETF$24,792$1,752 ▲7.6%492,36010.2%ETFSTIPiShares 0-5 Year TIPS Bond ETF$17,613$384 ▲2.2%170,2257.3%ETFIJHiShares Core S&P Mid-Cap ETF$9,525$331 ▲3.6%163,2533.9%ETFIJRiShares Core S&P Small-Cap ETF$8,736$338 ▼-3.7%83,5473.6%ETFVONEVanguard Russell 1000$6,353$9 ▼-0.1%25,0262.6%ETFIEFAiShares Core MSCI EAFE ETF$4,902$25 ▼-0.5%64,8092.0%ETFMSFTMicrosoft$4,679$550 ▼-10.5%12,4671.9%Computer and TechnologyCOSTCostco Wholesale$3,305$2,308 ▼-41.1%3,4951.4%Retail/WholesaleGOOGAlphabet$3,051$82 ▲2.8%19,5351.3%Computer and TechnologyNVDANVIDIA$2,709$805 ▼-22.9%25,0021.1%Computer and TechnologyVVVanguard Large-Cap ETF$2,622$9 ▲0.3%10,2011.1%ETFQQQInvesco QQQ$2,485$6 ▲0.2%5,3011.0%FinanceVTWOVanguard Russell 2000 ETF$2,418$10 ▼-0.4%29,9931.0%ETFIVOOVanguard S&P Mid-Cap 400 ETF$1,972$5 ▼-0.2%19,9850.8%ETFAAPLApple$1,5930.0%7,1720.7%Computer and TechnologyVOVanguard Mid-Cap ETF$1,508$2 ▲0.1%5,8320.6%ETFXCEMColumbia EM Core ex-China ETF$1,391$39 ▲2.9%47,1110.6%ETFLAM RESEARCH CORP$1,068$54 ▲5.3%14,7010.4%COM NEWPATHUiPath$9200.0%89,4060.4%Business ServicesAMZNAmazon.com$620$187 ▲43.3%3,2590.3%Retail/WholesaleDVADaVita$6090.0%3,9840.3%MedicalCVXChevron$439$25 ▲6.1%2,6300.2%EnergyJMSTJPMorgan Ultra-Short Municipal ETF$372$1 ▲0.4%7,3270.2%ETFIVViShares Core S&P 500 ETF$342$1 ▲0.2%6090.1%ETFBRK.BBerkshire Hathaway$2700.0%5080.1%FinanceNARIInari Medical$250$250 ▲New Holding3,1370.1%MedicalIBTFiShares iBonds Dec 2025 Term Treasury ETF$2410.0%10,3200.1%ManufacturingBMYBristol-Myers Squibb$2310.0%3,7920.1%MedicalDIASPDR Dow Jones Industrial Average ETF Trust$225$225 ▲New Holding5380.1%FinanceTSLATesla$0$387 ▼-100.0%00.0%Auto/Tires/TrucksGOOGLAlphabet$0$209 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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