Sound View Advisors Inc. Purchases in Q2 2025

Sound View Advisors Inc.

  • $271 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.58K
+ 5.55%
$456.74 - $568.03 $2.55M - $3.17M
106K $60.3M
VEA
Vanguard Ftse Developed Market

ETFs
48K
+ 7.95%
$45.65 - $57.01 $2.19M - $2.74M
652K $37.2M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
18K
+ 10.57%
$102.02 - $103.5 $1.84M - $1.86M
188K $19.4M
SPSB
Spdr Portfolio Short Term Corp

ETFs
46.7K
+ 4.99%
$29.82 - $30.19 $1.39M - $1.41M
981K $29.6M
NVDA
Nvidia Corp

Technology
1.59K
+ 6.38%
$94.31 - $157.99 $150K - $252K
26.6K $4.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11.1K
+ 6.82%
$51.16 - $62.02 $570K - $691K
174K $10.8M
VV
Vanguard Large Cap ETF

ETFs
2.8K
+ 27.42%
$228.25 - $285.3 $638K - $798K
13K $3.71M
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
18.6K
+ 3.78%
N/A
511K $25.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
466
+ 8.79%
$416.06 - $551.64 $194K - $257K
5.77K $3.18M
VONE
Vanguard Russell 1000 ETF

ETFs
5
+ 0.02%
$225.48 - $280.86 $1.13K - $1.4K
25K $7.03M
PATH
Ui Path, Inc.

Technology
31.2K
+ 34.95%
$9.79 - $13.31 $306K - $416K
121K $1.54M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
6.32K
+ 2.36%
$99.1 - $99.49 $627K - $629K
274K $27.3M
IEFA
Ishares Tr

ETFs
946
+ 1.46%
$67.83 - $84.09 $64.2K - $79.5K
65.8K $5.49M
Lam Research Corp
267
+ 1.82%
N/A
15K $1.46M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.64K
New
$74.88 - $91.97 $198K - $243K
2.64K $242K
XCEM
Columbia ETF Tr Ii

ETFs
431
+ 0.91%
$26.68 - $34.18 $11.5K - $14.7K
47.5K $1.62M
GOOGL
Alphabet Inc.

Communication Services
1.27K
New
$144.7 - $178.6 $184K - $227K
1.27K $223K
ETN
Eaton Corp PLC

Industrials
600
New
$246.52 - $356.99 $148K - $214K
600 $214K
VTWO
Vanguard Russell 2000 ETF

ETFs
73
+ 0.24%
$70.56 - $87.22 $5.15K - $6.37K
30.1K $2.62M
SNOW
Snowflake Inc.

Technology
894
New
$130.53 - $223.77 $117K - $200K
894 $200K
AMZN
Amazon Com Inc

Consumer Cyclical
214
+ 6.57%
$167.32 - $223.3 $35.8K - $47.8K
3.47K $761K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
151
+ 28.07%
$376.48 - $440.65 $56.8K - $66.5K
689 $303K
IVV
Ishares Core S&P 500 ETF

ETFs
12
+ 1.97%
$498.8 - $620.9 $5.99K - $7.45K
621 $385K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
55
+ 10.83%
$483.48 - $539.8 $26.6K - $29.7K
563 $273K
CVX
Chevron Corp

Energy
93
+ 3.54%
$133.73 - $168.51 $12.4K - $15.7K
2.72K $389K
Activity Summary
Buys All Purchases 26 New Holdings 4 Increased Positions 22 Sells All Sells 5 Reductions 5 Sold out 0 Options Calls 0 Puts 0
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