SA
SoundView Advisors Portfolio holdings
AUM
$292M
1-Year Est. Return
14.72%
1 Year Est. Return
+14.72%
AUM
$271M
AUM Growth
+$29M
(+12%)
Holding
37
Top Buys
| 1 | +$3.17M | |
| 2 | +$2.74M | |
| 3 | +$1.85M | |
| 4 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$1.41M |
| 5 |
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
|
+$936K |
Top Sells
| 1 | +$571K | |
| 2 | +$367K | |
| 3 | +$277K | |
| 4 |
NARI
Inari Medical, Inc. Common Stock
NARI
|
+$250K |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$250K |
Sector Composition
| 1 | Technology | 5.37% |
| 2 | Communication Services | 1.27% |
| 3 | Consumer Staples | 1.06% |
| 4 | Consumer Discretionary | 0.28% |
| 5 | Healthcare | 0.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Chevron
CVX
$308B
| $389K | 0.14% |
2,723
+93
|
|
||
27
iShares Core S&P 500 ETF
IVV
$660B
| $385K | 0.14% |
621
+12
|
|
||
28
JPMorgan Ultra-Short Municipal Income ETF
JMST
$4.68B
| $373K | 0.14% |
7,327
|
|
||
29
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.4B
| $303K | 0.11% |
689
+151
|
|
||
30
Berkshire Hathaway Class B
BRK.B
$1.06T
| $273K | 0.1% |
563
+55
|
|
||
31
iShares Russell Mid-Cap ETF
IWR
$44.3B
| $242K | 0.09% |
+2,642
|
|
||
32
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.84B
| $241K | 0.09% |
10,320
|
|
||
|
33
Alphabet (Google) Class A
GOOGL
$3.06T
| $223K | 0.08% |
+1,271
|
|
||
34
Eaton
ETN
$145B
| $214K | 0.08% |
+600
|
|
||
35
Snowflake
SNOW
$81.6B
| $200K | 0.07% |
+894
|
|
||
|
NARI
36
DELISTED
Inari Medical, Inc. Common Stock
NARI
| – | – |
-3,137
|
|
||
37
Bristol-Myers Squibb
BMY
$88.8B
| – | – |
-3,792
|
|