SoundView Advisors Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 7, 2025), SoundView Advisors Inc. reported 33 stock positions worth $242.6 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 21.4% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 11.5%) and SS SPDR P St C Corp. ETF (SPSB, 10.9%).
- Most Recent 13F
- Q2 2026
- Location
- OLYMPIA, WA
- CIK
- 0002054083
- Portfolio Value
- $242.6M (Q4 2024)
- SEC Filing
- 0001800586-25-000002 ↗ filed Feb 7, 2025
Holdings Value
Holdings 33 stocks · $242.6M
| VOO Vanguard S&P 500 ETF | 21.43% | 96,455 | $52.0M | — |
| VEA Vanguard Ftse Developed ETF | 11.55% | 585,871 | $28.0M | — |
| SPSB SS SPDR P St C Corp. ETF | 10.91% | 885,905 | $26.5M | — |
| BILS SS Spdrb B 3-12M T-Bill ETF | 10.52% | 257,298 | $25.5M | — |
| XHLF Bondbloxx BBG 6 MTH US Treas | 9.47% | 457,561 | $23.0M | — |
| STIP iShares 0-5 Year Tips Bond E | 6.91% | 166,518 | $16.8M | — |
| IJR iShares Core S&P Small-Cap E | 4.12% | 86,783 | $10.0M | — |
| IJH iShares Core S&P Midcap ETF | 4.05% | 157,584 | $9.8M | — |
| VONE Vanguard Russell 1000 | 2.76% | 25,063 | $6.7M | — |
| MSFT Microsoft Corp. | 2.42% | 13,933 | $5.9M | — |
| COST Costco Wholesale Corp. | 2.24% | 5,936 | $5.4M | — |
| IEFA iShares Core MSCI Eafe ETF | 1.89% | 65,141 | $4.6M | — |
| NVDA Nvidia Corp. | 1.79% | 32,428 | $4.4M | — |
| GOOG Alphabet Inc. Class C | 1.49% | 19,008 | $3.6M | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.13% | 10,167 | $2.7M | — |
| QQQ Invesco QQQ Trust Series 1 | 1.11% | 5,288 | $2.7M | — |
| VTWO Vanguard Russell 2000 ETF | 1.11% | 30,123 | $2.7M | — |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.87% | 20,034 | $2.1M | — |
| AAPL Apple Inc. | 0.74% | 7,172 | $1.8M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.63% | 5,825 | $1.5M | — |
| XCEM Columbia Em Core Ex-China | 0.56% | 45,781 | $1.4M | — |
| PATH Uipath Inc. Class A | 0.47% | 89,406 | $1.1M | — |
| LRCX Lam Research Corp. | 0.42% | 13,958 | $1.0M | — |
| DVA Davita Inc. | 0.25% | 3,984 | $595K | — |
| AMZN Amazon.com Inc. | 0.21% | 2,274 | $498K | — |
| TSLA Tesla Inc. | 0.16% | 959 | $387K | — |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.15% | 7,300 | $370K | — |
| CVX Chevron Corp. | 0.15% | 2,478 | $358K | — |
| IVV iShares Core S&P 500 ETF | 0.15% | 608 | $357K | — |
| IBTF iShares Ibonds Dec 2025 Term | 0.10% | 10,320 | $240K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.09% | 508 | $230K | — |
| BMY Bristol-Myers Squibb Co. | 0.09% | 3,792 | $214K | — |
| GOOGL Alphabet Inc. Class A | 0.09% | 1,105 | $209K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 32 | $306.9M | VOO, VEA, VCRB, SPSB, BILS |
| Q1 2026 | 31 | $281.0M | VOO, VEA, VCRB, SPSB, BILS |
| Q4 2025 | 30 | $286.6M | VOO, VEA, SPSB, BILS, XHLF |
| Q3 2025 | 24 | $291.8M | VOO, XNTK, OEF, VEA, XHYC |
| Q2 2025 | 35 | $271.4M | VOO, VEA, SPSB, BILS, XHLF |
| Q1 2025 | 33 | $242.4M | VOO, VEA, SPSB, BILS, XHLF |
| Q4 2024 | 33 | $242.6M | VOO, VEA, SPSB, BILS, XHLF |