13F-HR filed by SoundView Advisors Inc.
SoundView Advisors Inc. filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-07, with 33 holding rows worth $242,564,000.
- Accession
- 0001800586-25-000002
- Filer
- CIK 2054083
- Filed
- 2025-02-07
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 33 entries on the cover page, a total value of $242,564,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $242,564,000 with VALUE read as thousands, detected and multiplied, 13F file number 028-24824. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | 922908363 | COM | 96,455 | $51,971,000 | thousands, detected and multiplied | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 585,871 | $28,016,000 | thousands, detected and multiplied | |
| SPDR SERIES TRUST | 78464A474 | ST SHOR CORP ETF | 885,905 | $26,453,000 | thousands, detected and multiplied | |
| SPDR SERIES TRUST | 78468R523 | ST STR BL 12 ETF | 257,298 | $25,511,000 | thousands, detected and multiplied | |
| BONDBLOXX ETF TRUST | 09789C788 | BLOOMBERG SIX MN | 457,561 | $22,960,000 | thousands, detected and multiplied | |
| iShares 0-5 Year TIPS Bond ETF | 46429B747 | SHS | 166,518 | $16,751,000 | thousands, detected and multiplied | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 86,783 | $9,999,000 | thousands, detected and multiplied | |
| IJH | 464287507 | COM | 157,584 | $9,819,000 | thousands, detected and multiplied | |
| VANGUARD SCOTTSDALE FDS | 92206C730 | COM | 25,063 | $6,684,000 | thousands, detected and multiplied | |
| Microsoft Corp | 594918104 | COM | 13,933 | $5,872,000 | thousands, detected and multiplied | |
| Costco Wholesale Corporation | 22160K105 | COM | 5,936 | $5,439,000 | thousands, detected and multiplied | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 65,141 | $4,578,000 | thousands, detected and multiplied | |
| NVIDIA Corp | 67066G104 | COM | 32,428 | $4,354,000 | thousands, detected and multiplied | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 19,008 | $3,619,000 | thousands, detected and multiplied | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 10,167 | $2,742,000 | thousands, detected and multiplied | |
| INVESCO QQQ TR | 46090E103 | COM | 5,288 | $2,703,000 | thousands, detected and multiplied | |
| VANGUARDRUSSELL2000ETF | 92206C664 | STOK | 30,123 | $2,690,000 | thousands, detected and multiplied | |
| Vanguard S&P Mid-Cap 400 ETF | 921932885 | SHS | 20,034 | $2,113,000 | thousands, detected and multiplied | |
| Apple Inc | 037833100 | COM | 7,172 | $1,795,000 | thousands, detected and multiplied | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 5,825 | $1,538,000 | thousands, detected and multiplied | |
| COLUMBIA ETF TR II | 19762B202 | EM CORE EX ETF | 45,781 | $1,355,000 | thousands, detected and multiplied | |
| UIPATH INC | 90364P105 | CL A | 89,406 | $1,136,000 | thousands, detected and multiplied | |
| Lam Research Corporation | 512807306 | COM | 13,958 | $1,008,000 | thousands, detected and multiplied | |
| DAVITA INC COM | 23918K108 | Stock | 3,984 | $595,000 | thousands, detected and multiplied | |
| Amazon.com, Inc | 023135106 | COM | 2,274 | $498,000 | thousands, detected and multiplied | |
| Tesla Motors, Inc | 88160R101 | COM | 959 | $387,000 | thousands, detected and multiplied | |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 46641Q654 | ETF | 7,300 | $370,000 | thousands, detected and multiplied | |
| Chevron Corporation | 166764100 | COM | 2,478 | $358,000 | thousands, detected and multiplied | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 608 | $357,000 | thousands, detected and multiplied | |
| ISHARES TR | 46436E866 | IBONDS 25 TRM TS | 10,320 | $240,000 | thousands, detected and multiplied | |
| Berkshire Hathaway Inc | 084670702 | COM | 508 | $230,000 | thousands, detected and multiplied | |
| Bristol-Myers Squibb Company | 110122108 | COM | 3,792 | $214,000 | thousands, detected and multiplied | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,105 | $209,000 | thousands, detected and multiplied |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001800586-25-000002 | this filing | 2025-02-07 | acceptance time not in the bulk data set |