SoundView Advisors Inc. Portfolio
Invests via SoundView Advisors Inc. | Managed by SoundView Advisors Inc.
Invests via SoundView Advisors Inc.
Managed by SoundView Advisors Inc.
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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:
2.89%
Gain
Monthly
0.15%
Yearly
1.86%
Drawdown
14.47%
$302.99M
Equity
Holdings
$302.99M
Investment
$263.04M
$46.94M
Profit -$1.04M
Realized
$6.99M
Unrealized
$39.95M
Dividends
$10.18M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.04M
Win %
87%
This Week
Compared To Last Week
Gain
-0.75%
Profit
-$2.29M
Win %
87%
This Month
Compared to last month
Gain
-0.78%
Profit
-$2.39M
Win %
87%
This Year
Compared to last year
Gain
7.84%
Profit
$22.01M
Win %
84%
CVX Chevron Corporation
+1.65%
+$7,998.24 
BRK-B Berkshire Hathaway Inc.
+1.6%
+$4,018.28 
DVA DaVita Inc.
+1.44%
+$5,930.4 
VO Vanguard Mid-Cap ETF
+0.27%
+$5,202.56 
VCRB Vanguard Core Bond ETF
+0.15%
+$45,122.79 
COST Costco Wholesale Corporation
+0.13%
+$1,875.42 
STIP iShares 0-5 Year TIPS Bond ETF
+0.12%
+$27,304.87 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.08%
+$23,403.22 
IWR iShares Russell Mid-Cap ETF
+0.05%
+$145.31 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$244.94 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$5,711.68 
LRCX Lam Research Corporation
-2.93%
-$11,997.74 
GOOG Alphabet Inc
-2.36%
-$29,687.38 
MSFT Microsoft Corp.
-2.01%
-$9,049.61 
NVDA NVIDIA Corporation
-1.74%
-$76,019.17 
XCEM Columbia EM Core ex-China ETF
-1.57%
-$43,307.08 
QQQ Invesco QQQ Trust, Series 1
-1.26%
-$54,821.27 
FEZ SPDR Euro Stoxx 50 ETF
-0.77%
-$1,782.56 
IEFA iShares Core MSCI EAFE ETF
-0.73%
-$44,433.22 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.61%
-$298,656.24 
VOO Vanguard S&P 500 ETF
-0.6%
-$465,746.53 
VONE Vanguard Russell 1000 ETF
-0.58%
-$44,106.39 
IVV iShares Core S&P 500 ETF
-0.57%
-$2,662.94 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.54%
-$24,001.9 
AAPL Apple Inc.
-0.44%
-$8,256.98 
IJR iShares Core S&P Small-Cap ETF
-0.28%
-$36,524.85 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.19%
-$3,649.03 
IJH iShares Core S&P Mid-Cap ETF
-0.12%
-$16,857.28 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.04%
-$153.51 
VTEB Vanguard Tax-Exempt Bond ETF
-0.04%
-$218.71 
VTWO Vanguard Russell 2000 ETF
-0.01%
-$264.93 Events
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Dividends
Dividend Analysis
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| Trades 165 | Longs Won 108/165 65% | Profit Factor 26.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.39M |
| Average Win $451,647.91 | Best Trade (Jul 13) $13.38M | Sharpe Ratio -32.25 |
| Average Loss -$32,239 | Worst Trade (Sep 29) -$495,433.71 | Z-Score 1.19 (76.56%) |
| Commissions $0 | Avg. Trade Length 8m 1w 3d | Expectancy $284,486.98 |
| 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 | 9,434 | 8,491 | 7,547 | 6,604 | 5,660 | 4,717 | 3,774 | 2,830 | 1,887 | 943 |
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Returns
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