Soundview Advisors Inc. Top Holdings and 13F Report (2025) About Soundview Advisors Inc.Investment ActivitySoundview Advisors Inc. has $271.41 thousand in total holdings as of June 30, 2025.Soundview Advisors Inc. owns shares of 35 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 5.37% of the portfolio was purchased this quarter.About 0.76% of the portfolio was sold this quarter.This quarter, Soundview Advisors Inc. has purchased 33 new stocks and bought additional shares in 22 stocks.Soundview Advisors Inc. sold shares of 5 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $60,277Vanguard FTSE Developed Markets ETF $37,169SPDR Portfolio Short Term Corporate Bond ETF $29,613SPDR Bloomberg 3-12 Month T-Bill ETF $27,278BondBloxx Bloomberg Six Month Target Duration US Treasury ETF $25,721 Largest New Holdings this Quarter 464287499 - iShares Russell Mid-Cap ETF $242 Holding02079K305 - Alphabet $223 HoldingG29183103 - Eaton $214 Holding833445109 - Snowflake $200 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 5,578 shares (about $3.17K)Vanguard FTSE Developed Markets ETF 48,030 shares (about $2.74K)iShares 0-5 Year TIPS Bond ETF 17,995 shares (about $1.85K)SPDR Portfolio Short Term Corporate Bond ETF 46,659 shares (about $1.41K)BondBloxx Bloomberg Six Month Target Duration US Treasury ETF 18,595 shares (about $936.06) Largest Sales this Quarter Costco Wholesale 577 shares (about $571.07)Microsoft 737 shares (about $366.55)Vanguard S&P Mid-Cap 400 ETF 2,635 shares (about $276.56)Alphabet 1,407 shares (about $249.53)Apple 625 shares (about $128.21) 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$60,277$3,168 ▲5.5%106,11722.2%ETFVEAVanguard FTSE Developed Markets ETF$37,169$2,738 ▲8.0%651,99013.7%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$29,613$1,409 ▲5.0%980,89610.9%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$27,278$629 ▲2.4%274,34810.1%ETFXHLFBondBloxx Bloomberg Six Month Target Duration US Treasury ETF$25,721$936 ▲3.8%510,9559.5%ETFSTIPiShares 0-5 Year TIPS Bond ETF$19,369$1,852 ▲10.6%188,2207.1%ETFIJHiShares Core S&P Mid-Cap ETF$10,815$691 ▲6.8%174,3914.0%ETFIJRiShares Core S&P Small-Cap ETF$9,411$281 ▲3.1%86,1173.5%ETFVONEVanguard Russell 1000 ETF$7,030$1 ▲0.0%25,0312.6%ETFMSFTMicrosoft$5,834$367 ▼-5.9%11,7302.1%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$5,489$79 ▲1.5%65,7552.0%ETFNVDANVIDIA$4,201$252 ▲6.4%26,5961.5%Computer and TechnologyVVVanguard Large-Cap ETF$3,708$798 ▲27.4%12,9981.4%ETFGOOGAlphabet$3,215$250 ▼-7.2%18,1281.2%Computer and TechnologyQQQInvesco QQQ$3,181$257 ▲8.8%5,7671.2%FinanceCOSTCostco Wholesale$2,888$571 ▼-16.5%2,9181.1%Retail/WholesaleVTWOVanguard Russell 2000 ETF$2,622$6 ▲0.2%30,0661.0%ETFIVOOVanguard S&P Mid-Cap 400 ETF$1,821$277 ▼-13.2%17,3500.7%ETFVOVanguard Mid-Cap ETF$1,6310.0%5,8320.6%ETFXCEMColumbia EM Core ex-China ETF$1,624$15 ▲0.9%47,5420.6%ETFPATHUiPath$1,544$400 ▲34.9%120,6490.6%Computer and TechnologyLAM RESEARCH CORP$1,456$26 ▲1.8%14,9680.5%COM NEWAAPLApple$1,343$128 ▼-8.7%6,5470.5%Computer and TechnologyAMZNAmazon.com$761$47 ▲6.6%3,4730.3%Retail/WholesaleDVADaVita$5670.0%3,9840.2%MedicalCVXChevron$389$13 ▲3.5%2,7230.1%EnergyIVViShares Core S&P 500 ETF$385$7 ▲2.0%6210.1%ETFJMSTJPMorgan Ultra-Short Municipal ETF$3730.0%7,3270.1%ETFDIASPDR Dow Jones Industrial Average ETF Trust$303$66 ▲28.1%6890.1%FinanceBRK.BBerkshire Hathaway$273$27 ▲10.8%5630.1%FinanceIWRiShares Russell Mid-Cap ETF$242$242 ▲New Holding2,6420.1%ETFIBTFiShares iBonds Dec 2025 Term Treasury ETF$2410.0%10,3200.1%ManufacturingGOOGLAlphabet$223$223 ▲New Holding1,2710.1%Computer and TechnologyETNEaton$214$214 ▲New Holding6000.1%IndustrialsSNOWSnowflake$200$200 ▲New Holding8940.1%Computer and TechnologyNARIInari Medical$0$250 ▼-100.0%00.0%MedicalBMYBristol Myers Squibb$0$231 ▼-100.0%00.0%MedicalShowing 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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