Filer Name: SOUNDVIEW ADVISORS INC.
CIK: 2054083
Period: 2024-12-31
Filed At: 2025-02-07
Number of Holdings: 33
Portfolio Value: $0.24B

Soundview Advisors Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VOO US VANGUARD S&P 500 ETF 96,455 $52M 21.43% - -
VEA US VANGUARD FTSE DEVELOPED ETF 585,871 $28M 11.55% - -
SPSB US SPDR PORT SHRT TRM CORP BND 885,905 $26M 10.91% - -
BILS US SPDR BLOOMBERG 3-12 MONTH T- 257,298 $26M 10.52% - -
XHLF US BONDBLOXX BBG 6 MTH US TREAS 457,561 $23M 9.47% - -
STIP US ISHARES 0-5 YEAR TIPS BOND E 166,518 $17M 6.91% - -
IJR US ISHARES CORE S&P SMALL-CAP E 86,783 $10M 4.12% - -
IJH US ISHARES CORE S&P MIDCAP ETF 157,584 $10M 4.05% - -
VONE US VANGUARD RUSSELL 1000 25,063 $7M 2.76% - -
MSFT US MICROSOFT CORP 13,933 $6M 2.42% - -
COST US COSTCO WHOLESALE CORP 5,936 $5M 2.24% - -
IEFA US ISHARES CORE MSCI EAFE ETF 65,141 $5M 1.89% - -
NVDA US NVIDIA CORP 32,428 $4M 1.79% - -
GOOG US ALPHABET INC-CL C 19,008 $4M 1.49% - -
VV US VANGUARD LARGE-CAP ETF 10,167 $3M 1.13% - -
VTWO US VANGUARD RUSSELL 2000 ETF 30,123 $3M 1.11% - -
QQQ US INVESCO QQQ TRUST SERIES 1 5,288 $3M 1.11% - -
IVOO US VANGUARD S&P MID-CAP 400 ETF 20,034 $2M 0.87% - -
AAPL US APPLE INC 7,172 $2M 0.74% - -
VO US VANGUARD MID-CAP ETF 5,825 $2M 0.63% - -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us