SoundView Advisors Inc. Portfolio
Invests via SoundView Advisors Inc. | Managed by SoundView Advisors Inc.
Invests via SoundView Advisors Inc.
Managed by SoundView Advisors Inc.
Automatically Tracked
Company Profile
Specialist investment advisor focused on technology and growth equity. SoundView Advisors Inc. is a boutique capital-markets firm offering institutional equity research, investment banking, trading and wealth-management services. Capital focus centers on growth-stage software, internet and fintech companies, with advisory capabilities for M&A and capital raises and trading desks that support execution for institutional clients.
Specialist investment advisor focused on technology and growth equity. SoundView Advisors Inc. is a boutique capital-markets firm offering institutional equity research, investment banking, trading and wealth-management services. Capital focus centers on growth-stage software, internet and fintech companies, with advisory capabilities for M&A and capital raises and trading desks that support execution for institutional clients.
Investment Philosophy & Strategy
Operates as a boutique, technology-focused investment advisor emphasizing growth equity in software, internet and fintech sectors, combining proprietary institutional research with advisory, capital markets and execution capabilities. Deploys capital and counsel into growth-stage companies via selective underwriting, thematic sector concentration and active position management. Strategy favors high-growth secular winners, rigorous due diligence, tradeable positions supported by in-house trading desks, and flexible capital solutions spanning M&A, private placements and wealth allocation.
Operates as a boutique, technology-focused investment advisor emphasizing growth equity in software, internet and fintech sectors, combining proprietary institutional research with advisory, capital markets and execution capabilities. Deploys capital and counsel into growth-stage companies via selective underwriting, thematic sector concentration and active position management. Strategy favors high-growth secular winners, rigorous due diligence, tradeable positions supported by in-house trading desks, and flexible capital solutions spanning M&A, private placements and wealth allocation.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
19.82%
Gain -0.59%
Monthly
0.84%
Yearly
10.62%
Drawdown
11.41%
$303.54M
Equity
Holdings
$303.54M
Investment
$264.53M
$59.18M
Profit -$1.82M
Realized
$20.17M
Unrealized
$39.01M
Dividends
$11.41M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.59%
Profit
-$1.82M
Win %
80%
This Week
Compared To Last Week
Gain
-1.15%
Profit
-$3.52M
Win %
80%
This Month
Compared to last month
Gain
-0.28%
Profit
-$848,991.69
Win %
80%
This Year
Compared to last year
Gain
-1.09%
Profit
-$3.33M
Win %
77%
CVX Chevron Corporation
+2.44%
+$13,273.33 
COST Costco Wholesale Corporation
+1.39%
+$21,402.06 
BRK-B Berkshire Hathaway Inc.
+0.75%
+$1,972.86 
STIP iShares 0-5 Year TIPS Bond ETF
+0.19%
+$40,891.69 
VCRB Vanguard Core Bond ETF
+0.13%
+$37,462.23 
AAPL Apple Inc.
+0.07%
+$1,374.96 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.05%
+$13,897.42 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.04%
+$10,448.37 
SNOW Snowflake Inc.
-8.09%
-$21,509.47 
FTNT Fortinet Inc.
-7.01%
-$19,665.53 
LRCX Lam Research Corporation
-4.35%
-$15,401.31 
QQQ Invesco QQQ Trust, Series 1
-2.5%
-$115,641.6 
GOOGL Alphabet Inc
-2.49%
-$5,883.13 
MSFT Microsoft Corp.
-2.39%
-$15,701.4 
GOOG Alphabet Inc
-2.32%
-$29,802.7 
VTWO Vanguard Russell 2000 ETF
-1.62%
-$47,738.26 
XCEM Columbia EM Core ex-China ETF
-1.53%
-$43,536.75 
NVDA NVIDIA Corporation
-1.27%
-$60,518.52 
VV Vanguard Large-Cap Index Fund ETF Shares
-1.26%
-$58,213.25 
VONE Vanguard Russell 1000 ETF
-1.23%
-$96,036.57 
IVV iShares Core S&P 500 ETF
-1.19%
-$10,802.44 
IWR iShares Russell Mid-Cap ETF
-1.19%
-$3,434.6 
VOO Vanguard S&P 500 ETF
-1.17%
-$962,098.34 
IJH iShares Core S&P Mid-Cap ETF
-1.03%
-$132,426.57 
IJR iShares Core S&P Small-Cap ETF
-1.01%
-$124,642.69 
IVOO Vanguard S&P Mid-Cap 400 ETF
-1.01%
-$18,576.65 
DVA DaVita Inc.
-0.82%
-$2,735.75 
VO Vanguard Mid-Cap ETF
-0.77%
-$14,354.24 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.55%
-$1,888.59 
FEZ SPDR Euro Stoxx 50 ETF
-0.34%
-$663.53 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.29%
-$147,080.94 
IEFA iShares Core MSCI EAFE ETF
-0.12%
-$7,521.48 Events
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Dividends
Dividend Analysis
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| Trades 194 | Longs Won 133/194 68% | Profit Factor 17.1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.48M |
| Average Win $472,635.21 | Best Trade (Oct 14) $14.31M | Sharpe Ratio -46.27 |
| Average Loss -$60,259.6 | Worst Trade (Oct 14) -$1.49M | Z-Score 2.48 (98.7%) |
| Commissions $0 | Avg. Trade Length 8m 3w | Expectancy $305,075.5 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 5,025 | 4,523 | 4,020 | 3,518 | 3,015 | 2,513 | 2,010 | 1,508 | 1,005 | 503 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,729 | $1.44M | $1.96M | - | $520,195.78 | 36.11% | +0.07% |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 245,844 | $24.39M | $24.4M | - | $3,073.05 | 0.01% | +0.043% |
| BRK-B Berkshire Hathaway Inc. | 502 | $252,330.3 | $265,864.22 | - | $13,533.92 | 5.36% | +0.748% |
| COST Costco Wholesale Corporation | 1,576 | $1.44M | $1.56M | - | $118,704.32 | 8.22% | +1.389% |
| CVX Chevron Corporation | 2,481 | $362,606.99 | $557,406.27 | - | $194,799.28 | 53.72% | +2.439% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 665 | $284,175.49 | $344,696.1 | - | $60,520.61 | 21.3% | -0.545% |
| DVA DaVita Inc. | 1,765 | $263,955.75 | $331,131.65 | - | $67,175.9 | 25.45% | -0.819% |
| FEZ SPDR Euro Stoxx 50 ETF | 2,949 | $189,846.84 | $194,117.92 | - | $4,271.08 | 2.25% | -0.341% |
| FTNT Fortinet Inc. | 1,543 | $237,035.66 | $261,021.59 | - | $23,985.93 | 10.12% | -7.006% |
| GOOG Alphabet Inc | 3,730 | $721,795.62 | $1.26M | - | $534,915.98 | 74.11% | -2.317% |
| GOOGL Alphabet Inc | 677 | $241,939.49 | $230,538.81 | - | -$11,400.68 | -4.71% | -2.488% |
| IEFA iShares Core MSCI EAFE ETF | 62,679 | $5.61M | $6.05M | - | $440,569.52 | 7.86% | -0.124% |
| IJH iShares Core S&P Mid-Cap ETF | 176,569 | $11.65M | $12.76M | - | $1.11M | 9.51% | -1.027% |
| IJR iShares Core S&P Small-Cap ETF | 89,671 | $10.79M | $12.18M | - | $1.38M | 12.82% | -1.013% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 14,921 | $1.67M | $1.82M | - | $155,944.48 | 9.35% | -1.008% |
| IVV iShares Core S&P 500 ETF | 1,171 | $837,620.94 | $896,909.88 | - | $59,288.94 | 7.08% | -1.19% |
| IWR iShares Russell Mid-Cap ETF | 2,642 | $254,345.34 | $286,049.34 | - | $31,704 | 12.46% | -1.186% |
| LRCX Lam Research Corporation | 1,276 | $99,580.16 | $338,637.64 | - | $239,057.48 | 240.07% | -4.35% |
| MSFT Microsoft Corp. | 1,220 | $509,382 | $642,415.4 | - | $133,033.4 | 26.12% | -2.386% |
| NVDA NVIDIA Corporation | 21,927 | $3.04M | $4.7M | - | $1.66M | 54.72% | -1.271% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for SoundView Advisors Inc.?
The largest contributions to the portfolio's profits come from the following stocks: SPDR NYSE Technology ETF - $7.63M, iShares S&P 100 ETF - $6.01M, Vanguard S&P 500 ETF - $2.57M, SPDR Portfolio Short Term Corporate Bond ETF - $2.08M, and VANGUARD FTSE DEVELOPED MARKETS ETF - $1.89M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: iShares Core S&P Small-Cap ETF - $322,608.21, Tesla, Inc - $138,748.12, DaVita Inc - $33,739.02, Vanguard Russell 2000 ETF - $12,913.57, and Apple Inc - $11,160.28. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does SoundView Advisors Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.41M earned over time. The largest contributors to dividend income include SPDR Portfolio Short Term Corporate Bond ETF - $1.79M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.75M, Vanguard S&P 500 ETF - $1.41M, SPDR Bloomberg 3-12 Month T-Bill ETF - $1.35M, and iShares 0-5 Year TIPS Bond ETF - $1.26M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are SoundView Advisors Inc.'s monthly returns?
SoundView Advisors Inc.'s monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can SoundView Advisors Inc.'s strategy be considered aggressive or moderate?
SoundView Advisors Inc.'s strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow SoundView Advisors Inc.'s strategy?
SoundView Advisors Inc.'s strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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