The Analysis of SoundView Advisors Inc.'s Holdings
Currently, SoundView Advisors Inc. holds 24 types of securities in its portfolio with a total value $291.8K. In the most recent quarter, they have increased their positions in XNTK (+1.3M shares, valued at $59.4K), OEF (+547.2K shares, valued at $50.1K), N/A (+534.3K shares, valued at $26.9K); decreased their positions in NVDA (-2.5K shares, valued at $458.9567451110375), AAPL (-869 shares, valued at $221.15269461077844), MSFT (-404 shares, valued at $209.24103831891225); initiated new positions in XNTK (+1.3M shares, valued at $59.4K), OEF (+547.2K shares, valued at $50.1K), N/A (+534.3K shares, valued at $26.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS127.5K shares20.11%2025-09-302025-10-10
XNTK SPDR SERIES TRUST1.3M sharesnew addition2025-09-302025-10-10 OEF ISHARES TR547.2K sharesnew addition2025-09-302025-10-10 VEA VANGUARD TAX-MANAGED FDS664.1K shares1.86%2025-09-302025-10-10 VGSH VANGUARD SCOTTSDALE FDS52.4K sharesnew addition2025-09-302025-10-10 MSFT MICROSOFT CORP11.3K shares-3.44%2025-09-302025-10-10 NVDA NVIDIA CORPORATION24.1K shares-9.25%2025-09-302025-10-10 GOOG ALPHABET INC17.5K shares-3.20%2025-09-302025-10-10 QQQ INVESCO QQQ TR6.5K shares12.35%2025-09-302025-10-10 COST COSTCO WHSL CORP NEW2.9K shares-2.26%2025-09-302025-10-10 XCEM COLUMBIA ETF TR II53.0K shares11.54%2025-09-302025-10-10 LRCX LAM RESEARCH CORP14.2K shares-4.92%2025-09-302025-10-10 VOOG VANGUARD ADMIRAL FDS INC15.0K sharesnew addition2025-09-302025-10-10 AAPL APPLE INC5.7K shares-13.27%2025-09-302025-10-10 PATH UIPATH INC107.6K shares-10.78%2025-09-302025-10-10 AMZN AMAZON COM INC6.5K shares88.60%2025-09-302025-10-10 DVA DAVITA INC4.0K shares0.00%2025-09-302025-10-10 CVX CHEVRON CORP NEW2.6K shares-3.38%2025-09-302025-10-10 DIA SPDR DOW JONES INDL AVERAGE689 shares0.00%2025-09-302025-10-10 BRK.A BERKSHIRE HATHAWAY INC DEL508 sharesnew addition2025-09-302025-10-10 ETN EATON CORP PLC600 shares0.00%2025-09-302025-10-10 SHOPIFY INC SHOPIFY INC1.4K sharesnew addition2025-09-302025-10-10 SNOW SNOWFLAKE INC894 shares0.00%2025-09-302025-10-10 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available