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The Analysis of SoundView Advisors Inc.'s Holdings & P&L

Currently, SoundView Advisors Inc. holds 32 types of securities in its portfolio with a total value $306.9K. In the most recent quarter, they have increased their positions in VOO (+2.5K shares, valued at $1.7K), VEA (+22.9K shares, valued at $1.6K), VO (+17.2K shares, valued at $1.4K); decreased their positions in BILS (-11.4K shares, valued at $1.1K), STIP (-8.7K shares, valued at $892.6718232149584), SPSB (-9.6K shares, valued at $289.11514471205993); initiated new positions in GOOGL (+677 shares, valued at $241), FTNT (+1.5K shares, valued at $237), N/A (+794 shares, valued at $202).

1M P&L

+1.6M+0.53%

3M P&L

+8.9M+3.08%

HY P&L

+16.7M+5.92%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A285.2K

96.6%

2Semiconductors4.4K

1.5%

3Consumer Electronics1.7K

0.6%

Top Industries by Stock Count

1N/A17 stocks

63.0%

2Internet Content & Information2 stocks

7.4%

3Software - Infrastructure2 stocks

7.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS115.5K shares2.17%2026-06-302026-08-03

VEA VANGUARD TAX-MANAGED FDS717.5K shares3.30%2026-06-302026-08-03

VCRB VANGUARD MALVERN FDS384.2K shares0.99%2026-06-302026-08-03

SPSB SPDR SERIES TRUST926.5K shares-1.03%2026-06-302026-08-03

BILS SPDR SERIES TRUST245.8K shares-4.45%2026-06-302026-08-03

STIP ISHARES TR209.7K shares-4.00%2026-06-302026-08-03

IJH ISHARES TR176.6K shares-0.49%2026-06-302026-08-03

IJR ISHARES TR89.7K shares0.66%2026-06-302026-08-03

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VONE VANGUARD SCOTTSDALE FDS22.5K shares0.20%2026-06-302026-08-03

ISHARES TR ISHARES TR62.7K shares0.15%2026-06-302026-08-03

QQQ INVESCO QQQ TR6.3K shares3.27%2026-06-302026-08-03

VV VANGUARD INDEX FDS13.0K shares0.15%2026-06-302026-08-03

NVDA NVIDIA CORPORATION21.9K shares4.13%2026-06-302026-08-03

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS26.5K shares0.16%2026-06-302026-08-03

XCEM COLUMBIA ETF TR II58.0K shares1.87%2026-06-302026-08-03

IVOO VANGUARD ADMIRAL FDS INC14.9K shares0.18%2026-06-302026-08-03

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VO VANGUARD INDEX FDS23.2K shares291.61%2026-06-302026-08-03

AAPL APPLE INC5.7K shares2.69%2026-06-302026-08-03

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.6K shares0.00%2026-06-302026-08-03

GOOG ALPHABET INC3.7K shares5.10%2026-06-302026-08-03

ISHARES TR ISHARES TR1.2K shares90.41%2026-06-302026-08-03

LRCX LAM RESEARCH CORP1.3K shares0.08%2026-06-302026-08-03

MSFT MICROSOFT CORP1.2K shares8.93%2026-06-302026-08-03

CVX CHEVRON CORPORATION2.5K shares-5.70%2026-06-302026-08-03

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DVA DAVITA INC1.8K shares0.00%2026-06-302026-08-03

DIA STATE STR SPDR DOW JONES IND665 shares-9.03%2026-06-302026-08-03

IWR ISHARES TR2.6K shares0.00%2026-06-302026-08-03

BRK.B BERKSHIRE HATHAWAY INC DEL502 shares-1.18%2026-06-302026-08-03

GOOGL ALPHABET INC677 sharesnew addition2026-06-302026-08-03

FTNT FORTINET INC1.5K sharesnew addition2026-06-302026-08-03

SNOWFLAKE INC SNOWFLAKE INC794 sharesnew addition2026-06-302026-08-03

FEZ SPDR INDEX SHS FDS2.9K shares-13.97%2026-06-302026-08-03

Sponsored

VOO

VANGUARD INDEX FDS

2.17%

Shares115.5K

Event2026-06-30

Filed2026-08-03

VEA

VANGUARD TAX-MANAGED FDS

3.30%

Shares717.5K

Event2026-06-30

Filed2026-08-03

VCRB

VANGUARD MALVERN FDS

0.99%

Shares384.2K

Event2026-06-30

Filed2026-08-03

SPSB

SPDR SERIES TRUST

-1.03%

Shares926.5K

Event2026-06-30

Filed2026-08-03

BILS

SPDR SERIES TRUST

-4.45%

Shares245.8K

Event2026-06-30

Filed2026-08-03

STIP

ISHARES TR

-4.00%

Shares209.7K

Event2026-06-30

Filed2026-08-03

IJH

ISHARES TR

-0.49%

Shares176.6K

Event2026-06-30

Filed2026-08-03

IJR

ISHARES TR

0.66%

Shares89.7K

Event2026-06-30

Filed2026-08-03

VONE

VANGUARD SCOTTSDALE FDS

0.20%

Shares22.5K

Event2026-06-30

Filed2026-08-03

ISHARES TR

0.15%

Shares62.7K

Event2026-06-30

Filed2026-08-03

QQQ

INVESCO QQQ TR

3.27%

Shares6.3K

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

0.15%

Shares13.0K

Event2026-06-30

Filed2026-08-03

NVDA

NVIDIA CORPORATION

4.13%

Shares21.9K

Event2026-06-30

Filed2026-08-03

VANGUARD SCOTTSDALE FDS

0.16%

Shares26.5K

Event2026-06-30

Filed2026-08-03

XCEM

COLUMBIA ETF TR II

1.87%

Shares58.0K

Event2026-06-30

Filed2026-08-03

IVOO

VANGUARD ADMIRAL FDS INC

0.18%

Shares14.9K

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

291.61%

Shares23.2K

Event2026-06-30

Filed2026-08-03

AAPL

APPLE INC

2.69%

Shares5.7K

Event2026-06-30

Filed2026-08-03

COSTCO WHOLESALE CORPORATION

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-03

GOOG

ALPHABET INC

5.10%

Shares3.7K

Event2026-06-30

Filed2026-08-03

ISHARES TR

90.41%

Shares1.2K

Event2026-06-30

Filed2026-08-03

LRCX

LAM RESEARCH CORP

0.08%

Shares1.3K

Event2026-06-30

Filed2026-08-03

MSFT

MICROSOFT CORP

8.93%

Shares1.2K

Event2026-06-30

Filed2026-08-03

CVX

CHEVRON CORPORATION

-5.70%

Shares2.5K

Event2026-06-30

Filed2026-08-03

DVA

DAVITA INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-03

DIA

STATE STR SPDR DOW JONES IND

-9.03%

Shares665

Event2026-06-30

Filed2026-08-03

IWR

ISHARES TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-03

BRK.B

BERKSHIRE HATHAWAY INC DEL

-1.18%

Shares502

Event2026-06-30

Filed2026-08-03

GOOGL

ALPHABET INC

New

Shares677

Event2026-06-30

Filed2026-08-03

FTNT

FORTINET INC

New

Shares1.5K

Event2026-06-30

Filed2026-08-03

SNOWFLAKE INC

New

Shares794

Event2026-06-30

Filed2026-08-03

FEZ

SPDR INDEX SHS FDS

-13.97%

Shares2.9K

Event2026-06-30

Filed2026-08-03

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available