Sound View Advisors Inc. Portfolio Holdings by Sector
Sound View Advisors Inc.
- $242 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VOO VEA SPSB BILS STIP IJH IJR VONE 19 stocks |
$197,856
91.37% of portfolio
|
  13  
|
  5  
|
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT PATH 2 stocks |
$5,599
2.59% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$3,305
1.53% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$3,051
1.41% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$2,709
1.25% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,593
0.74% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$620
0.29% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
DVA 1 stocks |
$609
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$439
0.2% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$270
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
NARI 1 stocks |
$250
0.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
BMY 1 stocks |
$231
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|