13F-HR filed by SoundView Advisors Inc.
SoundView Advisors Inc. filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-10-10, with 24 holding rows worth $291,817,000.
- Accession
- 0002054083-25-000002
- Filer
- CIK 2054083
- Filed
- 2025-10-10
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 34 entries on the cover page, a total value of $291,817,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $291,817,000 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 | 127,462 | $72,179,000 | thousands, detected and multiplied | |
| STATE STREET SPDR NYSE TECHNOLOGY ETF | 78464A102 | ETF | 1,313,983 | $59,397,000 | thousands, detected and multiplied | |
| ISHARES TR | 464287101 | S&P 100 ETF | 547,227 | $50,139,000 | thousands, detected and multiplied | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 664,135 | $39,794,000 | thousands, detected and multiplied | |
| BONDBLOXX ETF TRUST | 09789C101 | USD HI YLD CONSU | 534,300 | $26,939,000 | thousands, detected and multiplied | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 52,449 | $10,253,000 | thousands, detected and multiplied | |
| Microsoft Corp | 594918104 | COM | 11,326 | $5,866,000 | thousands, detected and multiplied | |
| NVIDIA Corp | 67066G104 | COM | 24,136 | $4,503,000 | thousands, detected and multiplied | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 17,548 | $4,273,000 | thousands, detected and multiplied | |
| INVESCO QQQ TR | 46090E103 | COM | 6,479 | $3,889,000 | thousands, detected and multiplied | |
| Costco Wholesale Corporation | 22160K105 | COM | 2,852 | $2,639,000 | thousands, detected and multiplied | |
| COLUMBIA ETF TR II | 19762B202 | EM CORE EX ETF | 53,030 | $1,926,000 | thousands, detected and multiplied | |
| Lam Research Corporation | 512807306 | COM | 14,232 | $1,905,000 | thousands, detected and multiplied | |
| Vanguard S&P 500 Growth ETF | 921932505 | SHS | 14,961 | $1,651,000 | thousands, detected and multiplied | |
| Apple Inc | 037833100 | COM | 5,678 | $1,445,000 | thousands, detected and multiplied | |
| UIPATH INC | 90364P105 | CL A | 107,640 | $1,440,000 | thousands, detected and multiplied | |
| Amazon.com, Inc | 023135106 | COM | 6,550 | $1,438,000 | thousands, detected and multiplied | |
| DAVITA INC COM | 23918K108 | Stock | 3,984 | $529,000 | thousands, detected and multiplied | |
| Chevron Corporation | 166764100 | COM | 2,631 | $408,000 | thousands, detected and multiplied | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 689 | $319,000 | thousands, detected and multiplied | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 508 | $255,000 | thousands, detected and multiplied | Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. |
| Eaton Corp. Plc | G29183103 | COM | 600 | $224,000 | thousands, detected and multiplied | |
| Shopify Inc | 82509LAA5 | Convertible bond | 1,380 | $205,000 | thousands, detected and multiplied | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 894 | $201,000 | thousands, detected and multiplied |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002054083-25-000002 | this filing | 2025-10-10 | acceptance time not in the bulk data set |