The Analysis of SoundView Advisors Inc.'s Holdings
Currently, SoundView Advisors Inc. holds 30 types of securities in its portfolio with a total value $286.6K. In the most recent quarter, they have increased their positions in SPSB (+1.0M shares, valued at $30.8K), BILS (+276.1K shares, valued at $27.4K), XHLF (+519.2K shares, valued at $26.1K); decreased their positions in N/A (-10.5K shares, valued at $6.6K), MSFT (-9.9K shares, valued at $4.8K), N/A (-14.0K shares, valued at $4.4K); initiated new positions in SPSB (+1.0M shares, valued at $30.8K), BILS (+276.1K shares, valued at $27.4K), XHLF (+519.2K shares, valued at $26.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VEA VANGUARD TAX-MANAGED FDS702.9K shares5.84%2025-12-312026-02-06
SPSB SPDR SERIES TRUST1.0M sharesnew addition2025-12-312026-02-06 BILS SPDR SERIES TRUST276.1K sharesnew addition2025-12-312026-02-06 XHLF BONDBLOXX ETF TRUST519.2K sharesnew addition2025-12-312026-02-06 STIP ISHARES TR210.3K sharesnew addition2025-12-312026-02-06 IJH ISHARES TR177.0K sharesnew addition2025-12-312026-02-06 IJR ISHARES TR90.7K sharesnew addition2025-12-312026-02-06 VONE VANGUARD SCOTTSDALE FDS23.0K sharesnew addition2025-12-312026-02-06 IEFA ISHARES TR64.1K sharesnew addition2025-12-312026-02-06 NVDA NVIDIA CORPORATION22.0K shares-8.85%2025-12-312026-02-06 VV VANGUARD INDEX FDS13.0K sharesnew addition2025-12-312026-02-06 VTWO VANGUARD SCOTTSDALE FDS27.5K sharesnew addition2025-12-312026-02-06 XCEM COLUMBIA ETF TR II57.6K shares8.56%2025-12-312026-02-06 VO VANGUARD INDEX FDS5.9K sharesnew addition2025-12-312026-02-06 IVOO VANGUARD ADMIRAL FDS INC15.0K sharesnew addition2025-12-312026-02-06 COST COSTCO WHSL CORP NEW1.9K shares-34.08%2025-12-312026-02-06 AAPL APPLE INC5.6K shares-1.74%2025-12-312026-02-06 ALPHABET INC ALPHABET INC3.5K shares-79.78%2025-12-312026-02-06 MSFT MICROSOFT CORP1.4K shares-87.54%2025-12-312026-02-06 IVV ISHARES TR626 sharesnew addition2025-12-312026-02-06 CVX CHEVRON CORP NEW2.6K shares0.00%2025-12-312026-02-06 DVA DAVITA INC2.9K shares-26.88%2025-12-312026-02-06 DIA SPDR DOW JONES INDL AVERAGE689 shares0.00%2025-12-312026-02-06 IWR ISHARES TR2.6K sharesnew addition2025-12-312026-02-06 FEZ SPDR INDEX SHS FDS3.4K sharesnew addition2025-12-312026-02-06 ALPHABET INC ALPHABET INC677 sharesnew addition2025-12-312026-02-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available