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:
23.58%
Gain +1.52%
Monthly
1.09%
Yearly
13.97%
Drawdown
11.41%
$311.16M
Equity
Holdings
$311.16M
Investment
$263.04M
$68.27M
Profit +$4.79M
Realized
$20.14M
Unrealized
$48.13M
Dividends
$10.54M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.52%
Profit
$4.79M
Win %
89%
This Week
Compared To Last Week
Gain
2.01%
Profit
$6.14M
Win %
89%
This Month
Compared to last month
Gain
2.63%
Profit
$7.97M
Win %
89%
This Year
Compared to last year
Gain
10.75%
Profit
$30.19M
Win %
84%
GOOG Alphabet Inc
+6.88%
+$81,520.53 
MSFT Microsoft Corp.
+3.02%
+$15,254.39 
NVDA NVIDIA Corporation
+2.93%
+$120,241.33 
CVX Chevron Corporation
+2.35%
+$11,892.12 
XCEM Columbia EM Core ex-China ETF
+0.85%
+$22,793.2 
VOO Vanguard S&P 500 ETF
+0.71%
+$549,403.22 
IVV iShares Core S&P 500 ETF
+0.69%
+$3,148.8 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$30,229.68 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$27,257.16 
VONE Vanguard Russell 1000 ETF
+0.64%
+$47,809.98 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$2,054.11 
DVA DaVita Inc.
+0.52%
+$2,170.94 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$944.88 
FEZ SPDR Euro Stoxx 50 ETF
+0.1%
+$239.96 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$5,145.66 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$163.84 
AAPL Apple Inc.
-7.35%
-$136,797.08 
LRCX Lam Research Corporation
-1.58%
-$5,992.51 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$326,436.19 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$39,426.66 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$13,246.5 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$819.02 
VCRB Vanguard Core Bond ETF
-0.25%
-$73,392.26 
COST Costco Wholesale Corporation
-0.24%
-$3,593.23 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$14,195.6 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$544.05 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.08%
-$1,489.4 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$18,722.58 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$10,921.95 
VO Vanguard Mid-Cap ETF
-0.05%
-$945.92 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$3,562.51 Events
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Dividends
Dividend Analysis
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| Trades 165 | Longs Won 116/165 70% | Profit Factor 26.73 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.78M |
| Average Win $611,366 | Best Trade (Aug 17) $14.88M | Sharpe Ratio -18.55 |
| Average Loss -$54,150.35 | Worst Trade (Aug 07) -$590,781.39 | Z-Score 3.67 (99.98%) |
| Commissions $0 | Avg. Trade Length 8m 3w | Expectancy $413,727.81 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 5,747 | 5,172 | 4,598 | 4,023 | 3,448 | 2,874 | 2,299 | 1,724 | 1,149 | 575 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,579 | $1.4M | $1.72M | - | $326,315.71 | 23.36% | -7.354% |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 257,283 | $25.53M | $25.58M | - | $56,602.26 | 0.22% | +0.02% |
| BRK-B Berkshire Hathaway Inc. | 508 | $255,346.2 | $259,862.32 | - | $4,516.12 | 1.77% | +0.365% |
| COST Costco Wholesale Corporation | 1,576 | $1.44M | $1.5M | - | $56,137.14 | 3.89% | -0.239% |
| CVX Chevron Corporation | 2,631 | $384,332.99 | $517,859.73 | - | $133,526.74 | 34.74% | +2.35% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 731 | $311,887.57 | $383,277.93 | - | $71,390.36 | 22.89% | +0.539% |
| DVA DaVita Inc. | 1,765 | $263,955.75 | $423,758.84 | - | $159,803.09 | 60.54% | +0.515% |
| FEZ SPDR Euro Stoxx 50 ETF | 3,428 | $220,689.65 | $239,171.56 | - | $18,481.91 | 8.37% | +0.1% |
| GOOG Alphabet Inc | 3,549 | $657,842.89 | $1.27M | - | $607,907.92 | 92.41% | +6.884% |
| IEFA iShares Core MSCI EAFE ETF | 62,582 | $5.6M | $6.15M | - | $550,095.78 | 9.83% | -0.637% |
| IJH iShares Core S&P Mid-Cap ETF | 177,445 | $11.71M | $13.36M | - | $1.64M | 14.04% | -0.106% |
| IJR iShares Core S&P Small-Cap ETF | 89,085 | $10.71M | $12.96M | - | $2.25M | 21.04% | -0.027% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 14,894 | $1.67M | $1.9M | - | $231,750.64 | 13.92% | -0.078% |
| IVV iShares Core S&P 500 ETF | 615 | $421,238.1 | $461,446.81 | - | $40,208.71 | 9.55% | +0.687% |
| IWR iShares Russell Mid-Cap ETF | 2,642 | $254,345.34 | $289,800.98 | - | $35,455.64 | 13.94% | -0.282% |
| LRCX Lam Research Corporation | 1,275 | $99,146.83 | $373,600.49 | - | $274,453.66 | 276.82% | -1.579% |
| MSFT Microsoft Corp. | 1,120 | $472,080 | $520,486.4 | - | $48,406.4 | 10.25% | +3.019% |
| NVDA NVIDIA Corporation | 21,058 | $2.87M | $4.23M | - | $1.36M | 47.52% | +2.928% |
| QQQ Invesco QQQ Trust, Series 1 | 6,139 | $3.22M | $4.22M | - | $1M | 31.16% | +0.65% |
| SGOV iShares 0-3 Month Treasury Bond ETF | 8,192 | $824,606.72 | $825,016.32 | - | $409.6 | 0.05% | +0.02% |
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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 - $2.36M, SPDR Portfolio Short Term Corporate Bond ETF - $1.88M, and VANGUARD FTSE DEVELOPED MARKETS ETF - $1.76M. 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 - $368,289.31, Tesla, Inc - $138,748.12, DaVita Inc - $33,739.02, Vanguard Russell 2000 ETF - $23,289.15, and Apple Inc - $11,200.78. 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 $10.54M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $1.62M, SPDR Portfolio Short Term Corporate Bond ETF - $1.59M, iShares 0-5 Year TIPS Bond ETF - $1.28M, SPDR Bloomberg 3-12 Month T-Bill ETF - $1.28M, and Vanguard S&P 500 ETF - $1.2M. 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.
