Soundview Advisors Inc. Top Holdings and 13F Report (2025) About Soundview Advisors Inc.Investment ActivitySoundview Advisors Inc. has $291.82 thousand in total holdings as of September 30, 2025.Soundview Advisors Inc. owns shares of 34 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 52.19% of the portfolio was purchased this quarter.About 70.48% of the portfolio was sold this quarter.This quarter, Soundview Advisors Inc. has purchased 37 new stocks and bought additional shares in 5 stocks.Soundview Advisors Inc. sold shares of 10 stocks and completely divested from 18 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $66,411Vanguard FTSE Developed Markets ETF $39,794SPDR NYSE Technology ETF $31,225SPDR NYSE Technology ETF $28,172BondBloxx USD High Yield Bond Consumer Cyclicals Sector ETF $26,939 Largest New Holdings this Quarter 78464A102 - SPDR NYSE Technology ETF $31,225 Holding78464A102 - SPDR NYSE Technology ETF $28,172 Holding09789C101 - BondBloxx USD High Yield Bond Consumer Cyclicals Sector ETF $26,939 Holding464287101 - iShares S&P 100 ETF $20,835 Holding464287101 - iShares S&P 100 ETF $11,642 Holding Largest Purchases this Quarter SPDR NYSE Technology ETF 1,030,896 shares (about $31.23K)SPDR NYSE Technology ETF 283,087 shares (about $28.17K)BondBloxx USD High Yield Bond Consumer Cyclicals Sector ETF 534,300 shares (about $26.94K)iShares S&P 100 ETF 201,583 shares (about $20.84K)iShares S&P 100 ETF 178,408 shares (about $11.64K) Largest Sales this Quarter Vanguard S&P 500 ETF 100,131 shares (about $29.41K)Vanguard S&P 500 ETF 93,090 shares (about $28.66K)NVIDIA 2,460 shares (about $458.96)Apple 869 shares (about $221.15)Microsoft 404 shares (about $209.24) 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$66,411$1,428 ▲2.2%108,44922.8%ETFVEAVanguard FTSE Developed Markets ETF$39,794$728 ▲1.9%664,13513.6%ETFXNTKSPDR NYSE Technology ETF$31,225$31,225 ▲New Holding1,030,89610.7%ETFXNTKSPDR NYSE Technology ETF$28,172$28,172 ▲New Holding283,0879.7%ETFXHYCBondBloxx USD High Yield Bond Consumer Cyclicals Sector ETF$26,939$26,939 ▲New Holding534,3009.2%ETFOEFiShares S&P 100 ETF$20,835$20,835 ▲New Holding201,5837.1%ETFOEFiShares S&P 100 ETF$11,642$11,642 ▲New Holding178,4084.0%ETFOEFiShares S&P 100 ETF$10,682$10,682 ▲New Holding89,8973.7%ETFVGSHVanguard Short-Term Treasury ETF$7,573$7,573 ▲New Holding25,0482.6%ETFMSFTMicrosoft$5,866$209 ▼-3.4%11,3262.0%Computer and TechnologyOEFiShares S&P 100 ETF$5,491$5,491 ▲New Holding62,8921.9%ETFNVDANVIDIA$4,503$459 ▼-9.2%24,1361.5%Computer and TechnologyGOOGAlphabet$4,273$141 ▼-3.2%17,5481.5%Computer and TechnologyVOOVanguard S&P 500 ETF$4,010$28,655 ▼-87.7%13,0271.4%ETFQQQInvesco QQQ$3,889$427 ▲12.3%6,4791.3%FinanceVGSHVanguard Short-Term Treasury ETF$2,680$2,680 ▲New Holding27,4010.9%ETFCOSTCostco Wholesale$2,639$61 ▼-2.3%2,8520.9%Retail/WholesaleXCEMColumbia EM Core ex-China ETF$1,926$199 ▲11.5%53,0300.7%ETFLAM RESEARCH CORP$1,905$99 ▼-4.9%14,2320.7%COM NEWVOOVanguard S&P 500 ETF$1,758$29,407 ▼-94.4%5,9860.6%ETFVOOGVanguard S&P 500 Growth ETF$1,651$1,651 ▲New Holding14,9610.6%ETFAAPLApple$1,445$221 ▼-13.3%5,6780.5%Computer and TechnologyPATHUiPath$1,440$174 ▼-10.8%107,6400.5%Computer and TechnologyAMZNAmazon.com$1,438$676 ▲88.6%6,5500.5%Retail/WholesaleOEFiShares S&P 100 ETF$993$993 ▲New Holding1,4850.3%ETFDVADaVita$5290.0%3,9840.2%MedicalCVXChevron$408$14 ▼-3.4%2,6310.1%EnergyDIASPDR Dow Jones Industrial Average ETF Trust$3190.0%6890.1%FinanceOEFiShares S&P 100 ETF$255$255 ▲New Holding2,6420.1%ETFBRK.ABerkshire Hathaway$255$255 ▲New Holding5080.1%FinanceOEFiShares S&P 100 ETF$241$241 ▲New Holding10,3200.1%ETFETNEaton$2240.0%6000.1%IndustrialsSHOPIFY INC$205$205 ▲New Holding1,3800.1%CL A SUB VTG SHSSNOWSnowflake$2010.0%8940.1%Computer and TechnologySPSBSPDR Portfolio Short Term Corporate Bond ETF$0$29,613 ▼-100.0%00.0%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$0$27,278 ▼-100.0%00.0%ETFXHLFBondBloxx Bloomberg Six Month Target Duration US Treasury ETF$0$25,721 ▼-100.0%00.0%ETFSTIPiShares 0-5 Year TIPS Bond ETF$0$19,369 ▼-100.0%00.0%ETFIJHiShares Core S&P Mid-Cap ETF$0$10,815 ▼-100.0%00.0%ETFIJRiShares Core S&P Small-Cap ETF$0$9,411 ▼-100.0%00.0%ETFVONEVanguard Russell 1000 ETF$0$7,030 ▼-100.0%00.0%ETFIEFAiShares Core MSCI EAFE ETF$0$5,489 ▼-100.0%00.0%ETFVVVanguard Large-Cap ETF$0$3,708 ▼-100.0%00.0%ETFVTWOVanguard Russell 2000 ETF$0$2,622 ▼-100.0%00.0%ETFIVOOVanguard S&P Mid-Cap 400 ETF$0$1,821 ▼-100.0%00.0%ETFVOVanguard Mid-Cap ETF$0$1,631 ▼-100.0%00.0%ETFIVViShares Core S&P 500 ETF$0$385 ▼-100.0%00.0%ETFJMSTJPMorgan Ultra-Short Municipal ETF$0$373 ▼-100.0%00.0%ETFBRK.BBerkshire Hathaway$0$273 ▼-100.0%00.0%FinanceIWRiShares Russell Mid-Cap ETF$0$242 ▼-100.0%00.0%ETFIBTFiShares iBonds Dec 2025 Term Treasury ETF$0$241 ▼-100.0%00.0%ManufacturingGOOGLAlphabet$0$223 ▼-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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