Sound View Advisors Inc. Portfolio Holdings

Sound View Advisors Inc.

  • $292 Million
  • Q3 2025

Sound View Advisors Inc. has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $292 Million distributed in 34 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 $72.2M, Spdr Series Trust Spdr Nyse Te with a value of $59.4M, Ishares S&P 100 ETF with a value of $50.1M, Vanguard Ftse Developed Market with a value of $39.8M, and Bondbloxx ETF Tr Usd High Yiel with a value of $26.9M.

Examining the 13F form we can see an increase of $20.4M in the current position value, from $271M to 292M.

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 $292 Million
ETFs: $266 Million
Technology: $13.5 Million
Communication Services: $4.27 Million
Consumer Defensive: $2.64 Million
Consumer Cyclical: $1.44 Million
Healthcare: $529,000
Energy: $408,000
Financial Services: $255,000
Other: $224,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$72.2 Million 24.73% of portfolio
127,462
Q3 2025 Added 20.11%
$0
$59.4 Million 20.35% of portfolio
1,313,983
Q3 2025 New
$0
$50.1 Million 17.18% of portfolio
547,227
Q3 2025 New
$0
$39.8 Million 13.64% of portfolio
664,135
Q3 2025 Added 1.86%
$0
$26.9 Million 9.23% of portfolio
534,300
Q3 2025 New
$0
$10.3 Million 3.51% of portfolio
52,449
Q3 2025 New
$3.83T
$5.87 Million 2.01% of portfolio
11,326
Q3 2025 Reduced 3.44%
$495B
$4.5 Million 1.54% of portfolio
24,136
Q3 2025 Reduced 9.25%
$1.69T
$4.27 Million 1.46% of portfolio
17,548
Q3 2025 Reduced 3.2%
$0
$3.89 Million 1.33% of portfolio
6,479
Q3 2025 Added 12.35%
$416B
$2.64 Million 0.9% of portfolio
2,852
Q3 2025 Reduced 2.26%
$0
$1.93 Million 0.66% of portfolio
53,030
Q3 2025 Added 11.54%
Lam Research Corp
-
$1.91 Million 0.65% of portfolio
-
Q3 2025 Reduced 4.92%
$0
$1.65 Million 0.57% of portfolio
14,961
Q3 2025 New
$4.34T
$1.45 Million 0.5% of portfolio
5,678
Q3 2025 Reduced 13.27%
$2.54T
$1.44 Million 0.49% of portfolio
6,550
Q3 2025 Added 88.6%
$11B
$529,000 0.18% of portfolio
3,984
Q4 2024 New
$300B
$408,000 0.14% of portfolio
2,631
Q3 2025 Reduced 3.38%
$0
$319,000 0.11% of portfolio
689
Q2 2025 Added 28.07%
$439B
$255,000 0.09% of portfolio
508
Q3 2025 New
$150B
$224,000 0.08% of portfolio
600
Q2 2025 New
$84.9B
$201,000 0.07% of portfolio
894
Q2 2025 New
Shopify Inc
-
$205,000 0.07% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $292 Million
  • Prior Value $271 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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