Soundview Advisors Inc.

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002054083

Type: FundHoldings: 33Value: $242.4MLatest: 2025Q1

SoundView Advisors Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 33 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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:

Search and click to pin securities to the top

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922908363

VOO|922908363

Shares:100.5K

Value:$51.7M

% of Portfolio:21315.5% ($51.7M/$242.4K)

921943858

VEA|921943858

Shares:604.0K

Value:$30.7M

% of Portfolio:12665.0% ($30.7M/$242.4K)

78464A474

Shares:934.2K

Value:$28.1M

% of Portfolio:11601.0% ($28.1M/$242.4K)

78468R523

Shares:268.0K

Value:$26.7M

% of Portfolio:11000.8% ($26.7M/$242.4K)

09789C788

Shares:492.4K

Value:$24.8M

% of Portfolio:10228.1% ($24.8M/$242.4K)

46429B747

Shares:170.2K

Value:$17.6M

% of Portfolio:7266.3% ($17.6M/$242.4K)

464287507

IJH|464287507

Shares:163.3K

Value:$9.5M

% of Portfolio:3929.6% ($9.5M/$242.4K)

464287804

IJR|464287804

Shares:83.5K

Value:$8.7M

% of Portfolio:3604.1% ($8.7M/$242.4K)

92206C730

VONE|92206C730

Shares:25.0K

Value:$6.4M

% of Portfolio:2621.0% ($6.4M/$242.4K)

46432F842

IEFA|46432F842

Shares:64.8K

Value:$4.9M

% of Portfolio:2022.3% ($4.9M/$242.4K)

MICROSOFT CORP

MSFT|594918104

Shares:12.5K

Value:$4.7M

% of Portfolio:1930.3% ($4.7M/$242.4K)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:3.5K

Value:$3.3M

% of Portfolio:1363.5% ($3.3M/$242.4K)

Alphabet Inc.

GOOG|02079K107

Shares:19.5K

Value:$3.1M

% of Portfolio:1258.7% ($3.1M/$242.4K)

NVIDIA CORP

NVDA|67066G104

Shares:25.0K

Value:$2.7M

% of Portfolio:1117.6% ($2.7M/$242.4K)

922908637

VV|922908637

Shares:10.2K

Value:$2.6M

% of Portfolio:1081.7% ($2.6M/$242.4K)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:5.3K

Value:$2.5M

% of Portfolio:1025.2% ($2.5M/$242.4K)

92206C664

VTWO|92206C664

Shares:30.0K

Value:$2.4M

% of Portfolio:997.6% ($2.4M/$242.4K)

921932885

IVOO|921932885

Shares:20.0K

Value:$2.0M

% of Portfolio:813.6% ($2.0M/$242.4K)

Apple Inc.

AAPL|037833100

Shares:7.2K

Value:$1.6M

% of Portfolio:657.2% ($1.6M/$242.4K)

922908629

VO|922908629

Shares:5.8K

Value:$1.5M

% of Portfolio:622.1% ($1.5M/$242.4K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOOcusip922908363)	100.5K	QoQ +4.23% (-4.1K) YoY-	All Managers (Combined)	$51.7M	21315.5% ($51.7M/$242.4K)	QoQ -0.58% (-$0) YoY-
(VEAcusip921943858)	604.0K	QoQ +3.08% (+18.1K) YoY-	All Managers (Combined)	$30.7M	12665.0% ($30.7M/$242.4K)	QoQ +9.57% (+$3) YoY-
(cusip78464A474)✕	934.2K	QoQ +5.45% (+48.3K) YoY-	All Managers (Combined)	$28.1M	11601.0% ($28.1M/$242.4K)	QoQ +6.30% (+$2) YoY-
(cusip78468R523)✕	268.0K	QoQ +4.16% (+10.7K) YoY-	All Managers (Combined)	$26.7M	11000.8% ($26.7M/$242.4K)	QoQ +4.52% (+$1) YoY-
(cusip09789C788)✕	492.4K	QoQ +7.60% (+34.8K) YoY-	All Managers (Combined)	$24.8M	10228.1% ($24.8M/$242.4K)	QoQ +7.97% (+$2) YoY-
(cusip46429B747)✕	170.2K	QoQ +2.22% (+3.7K) YoY-	All Managers (Combined)	$17.6M	7266.3% ($17.6M/$242.4K)	QoQ +5.14% (+$1) YoY-
(IJHcusip464287507)	163.3K	QoQ +3.59% (-5.7K) YoY-	All Managers (Combined)	$9.5M	3929.6% ($9.5M/$242.4K)	QoQ -2.99% (-$0) YoY-
(IJRcusip464287804)	83.5K	QoQ -3.72% (-3.2K) YoY-	All Managers (Combined)	$8.7M	3604.1% ($8.7M/$242.4K)	QoQ -12.63% (-$1) YoY-
(VONEcusip92206C730)	25.0K	QoQ -0.14% (-37) YoY-	All Managers (Combined)	$6.4M	2621.0% ($6.4M/$242.4K)	QoQ -4.95% (-$0) YoY-
(IEFAcusip46432F842)	64.8K	QoQ -0.50% (-332) YoY-	All Managers (Combined)	$4.9M	2022.3% ($4.9M/$242.4K)	QoQ +7.07% (-$0) YoY-
MICROSOFT CORP(MSFTcusip594918104)	12.5K	QoQ -10.52% (-1.5K) YoY-	All Managers (Combined)	$4.7M	1930.3% ($4.7M/$242.4K)	QoQ -20.31% (-$1) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	3.5K	QoQ -41.12% (-2.4K) YoY-	All Managers (Combined)	$3.3M	1363.5% ($3.3M/$242.4K)	QoQ -39.23% (-$2) YoY-
Alphabet Inc.(GOOGcusip02079K107)	19.5K	QoQ +2.77% (-527) YoY-	All Managers (Combined)	$3.1M	1258.7% ($3.1M/$242.4K)	QoQ -15.69% (-$1) YoY-
NVIDIA CORP(NVDAcusip67066G104)	25.0K	QoQ -22.89% (-7.4K) YoY-	All Managers (Combined)	$2.7M	1117.6% ($2.7M/$242.4K)	QoQ -37.78% (-$2) YoY-
(VVcusip922908637)	10.2K	QoQ +0.33% (-34) YoY-	All Managers (Combined)	$2.6M	1081.7% ($2.6M/$242.4K)	QoQ -4.37% (-$0) YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	5.3K	QoQ +0.24% (-13) YoY-	All Managers (Combined)	$2.5M	1025.2% ($2.5M/$242.4K)	QoQ -8.06% (-$0) YoY-
(VTWOcusip92206C664)	30.0K	QoQ -0.43% (-130) YoY-	All Managers (Combined)	$2.4M	997.6% ($2.4M/$242.4K)	QoQ -10.11% (-$0) YoY-
(IVOOcusip921932885)	20.0K	QoQ -0.24% (-49) YoY-	All Managers (Combined)	$2.0M	813.6% ($2.0M/$242.4K)	QoQ -6.67% (-$0) YoY-
Apple Inc.(AAPLcusip037833100)	7.2K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.6M	657.2% ($1.6M/$242.4K)	QoQ -11.25% (-$0) YoY-
(VOcusip922908629)	5.8K	QoQ +0.12% (-7) YoY-	All Managers (Combined)	$1.5M	622.1% ($1.5M/$242.4K)	QoQ -1.95% (-$0) YoY-