Soundview-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  "IJH",
  "LRCX",
  "MSFT",
  "IJR",
  null,
  "IVV",
  "AAPL",
  "NVDA",
  "IEFA",
  null,
  "VO",
  "VV",
  "IVOO",
  null,
  "PATH",
  "AMZN",
  "VEA",
  "VONE",
  "VTWO",
  "VOO",
  "DIA",
  null,
  "BRK-B",
  "BMY",
  "CVX",
  "COST",
  "DVA",
  "QQQ",
  "GOOG"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 33
Total Value: 242392
Accession Number: 0001842974-25-000008
Form Type: 13F-HR
CIK: soundview-advisors
Manager Name: Soundview-Advisors

Data Enrichment

76% identified

25 identified8 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

33 positions • $242.4K total value

SEC FilingSEC DataHachi Filing

Manager:

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19762B202

Shares:47.1K

Value:$1.4M

% of Portfolio:573.9% ($1.4M/$242.4K)

LAM RESEARCH CORP

LRCX|512807306

Shares:14.7K

Value:$1.1M

% of Portfolio:440.6% ($1.1M/$242.4K)

UiPath, Inc.

PATH|90364P105

Shares:89.4K

Value:$920.0K

% of Portfolio:379.6% ($920.0K/$242.4K)

AMAZON COM INC

AMZN|023135106

Shares:3.3K

Value:$620.0K

% of Portfolio:255.8% ($620.0K/$242.4K)

DAVITA INC.

DVA|23918K108

Shares:4.0K

Value:$609.0K

% of Portfolio:251.2% ($609.0K/$242.4K)

CHEVRON CORP

CVX|166764100

Shares:2.6K

Value:$439.0K

% of Portfolio:181.1% ($439.0K/$242.4K)

46641Q654

Shares:7.3K

Value:$372.0K

% of Portfolio:153.5% ($372.0K/$242.4K)

464287200

IVV|464287200

Shares:609

Value:$342.0K

% of Portfolio:141.1% ($342.0K/$242.4K)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:508

Value:$270.0K

% of Portfolio:111.4% ($270.0K/$242.4K)

45332Y109

Shares:3.1K

Value:$250.0K

% of Portfolio:103.1% ($250.0K/$242.4K)

46436E866

Shares:10.3K

Value:$241.0K

% of Portfolio:99.4% ($241.0K/$242.4K)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:3.8K

Value:$231.0K

% of Portfolio:95.3% ($231.0K/$242.4K)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:538

Value:$225.0K

% of Portfolio:92.8% ($225.0K/$242.4K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip19762B202)✕	47.1K	QoQ +2.90% (+1.3K) YoY-	All Managers (Combined)	$1.4M	573.9% ($1.4M/$242.4K)	QoQ +2.65% (+$0) YoY-
LAM RESEARCH CORP(LRCXcusip512807306)	14.7K	QoQ +5.32% (+743) YoY-	All Managers (Combined)	$1.1M	440.6% ($1.1M/$242.4K)	QoQ +5.95% (+$0) YoY-
UiPath, Inc.(PATHcusip90364P105)	89.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$920.0K	379.6% ($920.0K/$242.4K)	QoQ -19.01% (-$0) YoY-
AMAZON COM INC(AMZNcusip023135106)	3.3K	QoQ +43.31% (+985) YoY-	All Managers (Combined)	$620.0K	255.8% ($620.0K/$242.4K)	QoQ +24.49% (+$0) YoY-
DAVITA INC.(DVAcusip23918K108)	4.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$609.0K	251.2% ($609.0K/$242.4K)	QoQ +2.35% (+$0) YoY-
CHEVRON CORP(CVXcusip166764100)	2.6K	QoQ +6.13% (+152) YoY-	All Managers (Combined)	$439.0K	181.1% ($439.0K/$242.4K)	QoQ +22.62% (+$0) YoY-
(cusip46641Q654)✕	7.3K	QoQ +0.36% (+27) YoY-	All Managers (Combined)	$372.0K	153.5% ($372.0K/$242.4K)	QoQ +0.54% (+$0) YoY-
(IVVcusip464287200)	609	QoQ +0.16% (-1) YoY-	All Managers (Combined)	$342.0K	141.1% ($342.0K/$242.4K)	QoQ -4.20% (-$0) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	508	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$270.0K	111.4% ($270.0K/$242.4K)	QoQ +17.39% (+$0) YoY-
(cusip45332Y109)✕	3.1K	QoQ NEW(+3.1K) YoY-	All Managers (Combined)	$250.0K	103.1% ($250.0K/$242.4K)	QoQ NEW(+$0) YoY-
(cusip46436E866)✕	10.3K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$241.0K	99.4% ($241.0K/$242.4K)	QoQ +0.41% (+$0) YoY-
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	3.8K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$231.0K	95.3% ($231.0K/$242.4K)	QoQ +7.94% (+$0) YoY-
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	538	QoQ NEW(+538) YoY-	All Managers (Combined)	$225.0K	92.8% ($225.0K/$242.4K)	QoQ NEW(+$0) YoY-