Sound View Advisors Inc. Portfolio Holdings

Sound View Advisors Inc.

  • $271 Million
  • Q2 2025

Sound View Advisors Inc. has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $271 Million distributed in 35 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 $60.3M, Vanguard Ftse Developed Market with a value of $37.2M, Spdr Portfolio Short Term Corp with a value of $29.6M, Spdr Bloomberg 3 12 Month T Bi with a value of $27.3M, and Bondbloxx ETF Tr Bloomberg 6 M with a value of $25.7M.

Examining the 13F form we can see an increase of $29M in the current position value, from $242M to 271M.

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 $271 Million
ETFs: $223 Million
Technology: $13.1 Million
Communication Services: $3.44 Million
Consumer Defensive: $2.89 Million
Consumer Cyclical: $761,000
Healthcare: $567,000
Energy: $389,000
Financial Services: $273,000
Other: $214,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $271 Million
  • Prior Value $242 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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