Sound View Advisors Inc. Portfolio Holdings

Sound View Advisors Inc.

  • $243 Million
  • Q4 2024

Sound View Advisors Inc. has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $243 Million distributed in 33 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $52M, Vanguard Ftse Developed Market with a value of $28M, Spdr Portfolio Short Term Corp with a value of $26.5M, Spdr Bloomberg 3 12 Month T Bi with a value of $25.5M, and Bondbloxx ETF Tr Bloomberg 6 M with a value of $23M.

Examining the 13F form we can see an increase of $243M in the current position value.

Sound View Advisors Inc. is based out at Olympia, WA

Below you can find more details about Sound View Advisors Inc. portfolio as well as his latest detailed transactions.

Portfolio value $243 Million
ETFs: $194 Million
Technology: $13.2 Million
Consumer Defensive: $5.44 Million
Communication Services: $3.83 Million
Consumer Cyclical: $885,000
Healthcare: $809,000
Energy: $358,000
Financial Services: $230,000
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$52 Million 21.43% of portfolio
96,455
Q4 2024 New
$0
$28 Million 11.55% of portfolio
585,871
Q4 2024 New
$0
$26.5 Million 10.91% of portfolio
885,905
Q4 2024 New
$0
$25.5 Million 10.52% of portfolio
257,298
Q4 2024 New
$0
$16.8 Million 6.91% of portfolio
166,518
Q4 2024 New
$0
$10 Million 4.12% of portfolio
86,783
Q4 2024 New
$0
$9.82 Million 4.05% of portfolio
157,584
Q4 2024 New
$0
$6.68 Million 2.76% of portfolio
25,063
Q4 2024 New
$0
$4.58 Million 1.89% of portfolio
65,141
Q4 2024 New
$0
$2.74 Million 1.13% of portfolio
10,167
Q4 2024 New
$0
$2.7 Million 1.11% of portfolio
5,288
Q4 2024 New
$0
$2.69 Million 1.11% of portfolio
30,123
Q4 2024 New
$0
$2.11 Million 0.87% of portfolio
20,034
Q4 2024 New
$0
$1.54 Million 0.63% of portfolio
5,825
Q4 2024 New
$0
$1.36 Million 0.56% of portfolio
45,781
Q4 2024 New
$0
$357,000 0.15% of portfolio
608
Q4 2024 New
$0
$240,000 0.1% of portfolio
10,320
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $243 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 33 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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