SoundView Advisors Inc. Portfolio Holdings
Q3 2025•22 long positions•$1.1B portfolio value
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Holding40 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Insurance - Diversified Financial Services | $383.1M 34.84% | +$383.1M New | 0.035% 508.0 shares | 0 → 508.0 +$383.1M | New | $1.08T Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $357.7M 32.53% | +$357.7M New | — 1.3M shares | 0 → 1.3M +$357.7M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $182.1M 16.56% | +$182.1M New | — 547.2K shares | 0 → 547.2K +$182.1M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $78.1M 7.1% | +$13.1M Bought | — 127.5K shares | 106.1K → 127.5K +$13.1M | +20.11% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $39.8M 3.62% | +$727.7K Bought | — 664.1K shares | 652.0K → 664.1K +$727.7K | +1.86% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $20.1M 1.83% | +$20.1M New | — 534.3K shares | 0 → 534.3K +$20.1M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $6.5M 0.592% | +$6.5M New | — 15.0K shares | 0 → 15.0K +$6.5M | New | — — | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $5.9M 0.533% | -$209.3K Sold | 0.0% 11.3K shares | 11.7K → 11.3K −$209.3K | -3.44% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $4.5M 0.41% | -$459.0K Sold | 0.0% 24.1K shares | 26.6K → 24.1K −$459.0K | -9.25% | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $4.3M 0.389% | -$141.3K Sold | 0.0% 17.5K shares | 18.1K → 17.5K −$141.3K | -3.2% | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $3.9M 0.354% | +$427.5K Bought | — 6.5K shares | 5.8K → 6.5K +$427.5K | +12.35% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.1M 0.281% | +$3.1M New | — 52.4K shares | 0 → 52.4K +$3.1M | New | — — | Q3 2025 Held for 2 months | |
Discount Stores Consumer Defensive | $2.6M 0.24% | -$61.1K Sold | 0.001% 2.9K shares | 2.9K → 2.9K −$61.1K | -2.26% | $410.27B Mega Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $1.9M 0.173% | -$98.6K Sold | 0.001% 14.2K shares | 15.0K → 14.2K −$98.6K | -4.92% | $168.85B Large Cap | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $1.4M 0.131% | -$221.3K Sold | 0.0% 5.7K shares | 6.5K → 5.7K −$221.3K | -13.27% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $1.4M 0.131% | -$174.1K Sold | 0.02% 107.6K shares | 120.6K → 107.6K −$174.1K | -10.78% | $7.1B Mid Cap | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $1.4M 0.131% | +$675.6K Bought | 0.0% 6.6K shares | 3.5K → 6.6K +$675.6K | +88.6% | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
Medical - Care Facilities Healthcare | $529.4K 0.048% | — | 0.006% 4.0K shares | — | — | $9.5B Mid Cap | Q4 2024 Held for 11 months | |
Oil & Gas Integrated Energy | $408.6K 0.037% | -$14.3K Sold | 0.0% 2.6K shares | 2.7K → 2.6K −$14.3K | -3.38% | $312.88B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $319.5K 0.029% | — | — 689.0 shares | — | — | — — | Q1 2025 Held for 8 months | |
Industrial - Machinery Industrials | $224.6K 0.02% | — | 0.0% 600.0 shares | — | — | $145.70B Large Cap | Q2 2025 Held for 5 months | |
Software - Application Technology | $201.6K 0.018% | — | 0.0% 894.0 shares | — | — | $76.4B Large Cap | Q2 2025 Held for 5 months | |
ETF ETF | - — | -$25.7M Sold | — - shares | 511.0K → 0 −$25.7M | Sold | — — | Q4 2024 Held for 11 months | |
ETF ETF | - — | -$27.3M Sold | — - shares | 274.3K → 0 −$27.3M | Sold | — — | Q4 2024 Held for 11 months | |
ETF ETF | - — | -$3.7M Sold | — - shares | 13.0K → 0 −$3.7M | Sold | — — | Q4 2024 Held for 11 months | |
ETF ETF | - — | -$9.4M Sold | — - shares | 86.1K → 0 −$9.4M | Sold | — — | Q4 2024 Held for 11 months | |
Insurance - Diversified Financial Services | - — | -$273.5K Sold | — - shares | 563.0 → 0 −$273.5K | Sold | $1.06T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | - — | -$29.6M Sold | — - shares | 980.9K → 0 −$29.6M | Sold | — — | Q4 2024 Held for 11 months | |
ETF ETF | - — | -$385.6K Sold | — - shares | 621.0 → 0 −$385.6K | Sold | — — | Q4 2024 Held for 11 months | |
ETF ETF | - — | -$241.1K Sold | — - shares | 10.3K → 0 −$241.1K | Sold | — — | Q4 2024 Held for 11 months | |
ETF ETF | - — | -$2.6M Sold | — - shares | 30.1K → 0 −$2.6M | Sold | — — | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | - — | -$224.0K Sold | — - shares | 1.3K → 0 −$224.0K | Sold | $2.04T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | - — | -$10.8M Sold | — - shares | 174.4K → 0 −$10.8M | Sold | — — | Q4 2024 Held for 11 months | |
ETF ETF | - — | -$19.4M Sold | — - shares | 188.2K → 0 −$19.4M | Sold | — — | Q4 2024 Held for 11 months | |
ETF ETF | - — | -$7.0M Sold | — - shares | 25.0K → 0 −$7.0M | Sold | — — | Q4 2024 Held for 11 months | |
ETF ETF | - — | -$1.8M Sold | — - shares | 17.4K → 0 −$1.8M | Sold | — — | Q4 2024 Held for 11 months | |
ETF ETF | - — | -$243.0K Sold | — - shares | 2.6K → 0 −$243.0K | Sold | — — | Q2 2025 Held for 5 months | |
ETF ETF | - — | -$1.6M Sold | — - shares | 5.8K → 0 −$1.6M | Sold | — — | Q4 2024 Held for 11 months | |
ETF ETF | - — | -$373.1K Sold | — - shares | 7.3K → 0 −$373.1K | Sold | — — | Q4 2024 Held for 11 months | |
ETF ETF | - — | -$5.5M Sold | — - shares | 65.8K → 0 −$5.5M | Sold | — — | Q4 2024 Held for 11 months |
