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

Currently, SoundView Advisors Inc. holds 31 types of securities in its portfolio with a total value $281.0K. In the most recent quarter, they have increased their positions in VCRB (+380.5K shares, valued at $29.4K), STIP (+8.2K shares, valued at $845.5347946108526), SGOV (+8.2K shares, valued at $824); decreased their positions in SPSB (-84.0K shares, valued at $2.5K), N/A (-3.9K shares, valued at $2.3K), BILS (-18.9K shares, valued at $1.9K); initiated new positions in VCRB (+380.5K shares, valued at $29.4K), SGOV (+8.2K shares, valued at $824), VTEB (+10.9K shares, valued at $542).

1M P&L

+3.5M+1.63%

3M P&L

-2.6M-1.15%

HY P&L

+9.6M+4.57%

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/A200.4K

96.2%

2Semiconductors3.7K

1.8%

3Discount Stores1.6K

0.8%

Top Industries by Stock Count

1N/A20 stocks

76.9%

2Consumer Electronics1 stocks

3.8%

3Oil & Gas Integrated1 stocks

3.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS113.0K shares-3.34%2026-03-312026-05-01

VEA VANGUARD TAX-MANAGED FDS694.6K shares-1.19%2026-03-312026-05-01

VCRB VANGUARD MALVERN FDS380.5K sharesnew addition2026-03-312026-05-01

SPSB SPDR SERIES TRUST936.1K shares-8.23%2026-03-312026-05-01

BILS SPDR SERIES TRUST257.3K shares-6.83%2026-03-312026-05-01

STIP ISHARES TR218.4K shares3.89%2026-03-312026-05-01

IJH ISHARES TR177.4K shares0.26%2026-03-312026-05-01

IJR ISHARES TR89.1K shares-1.80%2026-03-312026-05-01

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VONE VANGUARD SCOTTSDALE FDS22.4K shares-2.21%2026-03-312026-05-01

IEFA ISHARES TR62.6K shares-2.33%2026-03-312026-05-01

VV VANGUARD INDEX FDS13.0K shares-0.28%2026-03-312026-05-01

NVDA NVIDIA CORPORATION21.1K shares-4.29%2026-03-312026-05-01

INVESCO QQQ TR INVESCO QQQ TR6.1K shares-4.08%2026-03-312026-05-01

VTWO VANGUARD SCOTTSDALE FDS26.5K shares-3.67%2026-03-312026-05-01

XCEM COLUMBIA ETF TR II57.0K shares-1.02%2026-03-312026-05-01

IVOO VANGUARD ADMIRAL FDS INC14.9K shares-0.81%2026-03-312026-05-01

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VO VANGUARD INDEX FDS5.9K shares0.31%2026-03-312026-05-01

COST COSTCO WHOLESALE CORPORATION1.6K shares-16.17%2026-03-312026-05-01

AAPL APPLE INC5.6K shares0.00%2026-03-312026-05-01

ALPHABET INC ALPHABET INC3.5K shares0.00%2026-03-312026-05-01

SGOV ISHARES TR8.2K sharesnew addition2026-03-312026-05-01

CVX CHEVRON CORPORATION2.6K shares0.00%2026-03-312026-05-01

VTEB VANGUARD MUN BD FDS10.9K sharesnew addition2026-03-312026-05-01

MSFT MICROSOFT CORP1.1K shares-20.62%2026-03-312026-05-01

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IVV ISHARES TR615 shares-1.76%2026-03-312026-05-01

DIA STATE STR SPDR DOW JONES IND731 shares6.10%2026-03-312026-05-01

LAM RESEARCH CORP LAM RESEARCH CORP1.3K shares-34.18%2026-03-312026-05-01

DVA DAVITA INC1.8K shares-39.41%2026-03-312026-05-01

IWR ISHARES TR2.6K shares0.00%2026-03-312026-05-01

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL508 shares0.00%2026-03-312026-05-01

FEZ SPDR INDEX SHS FDS3.4K shares0.50%2026-03-312026-05-01

VANGUARD INDEX FDS

-3.34%

Shares113.0K

Event2026-03-31

Filed2026-05-01

VEA

VANGUARD TAX-MANAGED FDS

-1.19%

Shares694.6K

Event2026-03-31

Filed2026-05-01

VCRB

VANGUARD MALVERN FDS

New

Shares380.5K

Event2026-03-31

Filed2026-05-01

SPSB

SPDR SERIES TRUST

-8.23%

Shares936.1K

Event2026-03-31

Filed2026-05-01

BILS

SPDR SERIES TRUST

-6.83%

Shares257.3K

Event2026-03-31

Filed2026-05-01

STIP

ISHARES TR

3.89%

Shares218.4K

Event2026-03-31

Filed2026-05-01

IJH

ISHARES TR

0.26%

Shares177.4K

Event2026-03-31

Filed2026-05-01

IJR

ISHARES TR

-1.80%

Shares89.1K

Event2026-03-31

Filed2026-05-01

VONE

VANGUARD SCOTTSDALE FDS

-2.21%

Shares22.4K

Event2026-03-31

Filed2026-05-01

IEFA

ISHARES TR

-2.33%

Shares62.6K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

-0.28%

Shares13.0K

Event2026-03-31

Filed2026-05-01

NVDA

NVIDIA CORPORATION

-4.29%

Shares21.1K

Event2026-03-31

Filed2026-05-01

INVESCO QQQ TR

-4.08%

Shares6.1K

Event2026-03-31

Filed2026-05-01

VTWO

VANGUARD SCOTTSDALE FDS

-3.67%

Shares26.5K

Event2026-03-31

Filed2026-05-01

XCEM

COLUMBIA ETF TR II

-1.02%

Shares57.0K

Event2026-03-31

Filed2026-05-01

IVOO

VANGUARD ADMIRAL FDS INC

-0.81%

Shares14.9K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

0.31%

Shares5.9K

Event2026-03-31

Filed2026-05-01

COST

COSTCO WHOLESALE CORPORATION

-16.17%

Shares1.6K

Event2026-03-31

Filed2026-05-01

AAPL

APPLE INC

0.00%

Shares5.6K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-01

SGOV

ISHARES TR

New

Shares8.2K

Event2026-03-31

Filed2026-05-01

CVX

CHEVRON CORPORATION

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-01

VTEB

VANGUARD MUN BD FDS

New

Shares10.9K

Event2026-03-31

Filed2026-05-01

MSFT

MICROSOFT CORP

-20.62%

Shares1.1K

Event2026-03-31

Filed2026-05-01

IVV

ISHARES TR

-1.76%

Shares615

Event2026-03-31

Filed2026-05-01

DIA

STATE STR SPDR DOW JONES IND

6.10%

Shares731

Event2026-03-31

Filed2026-05-01

LAM RESEARCH CORP

-34.18%

Shares1.3K

Event2026-03-31

Filed2026-05-01

DVA

DAVITA INC

-39.41%

Shares1.8K

Event2026-03-31

Filed2026-05-01

IWR

ISHARES TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-01

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares508

Event2026-03-31

Filed2026-05-01

FEZ

SPDR INDEX SHS FDS

0.50%

Shares3.4K

Event2026-03-31

Filed2026-05-01

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available