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Home > Institutional Investor > Soundview Advisors Inc. > 13F Holdings

Instuitional Investor - Soundview Advisors Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 106,117 $60,277 22.21%
2.
Vanguard Tax-Managed Fds
 651,990 $37,169 13.69%
3.
Spdr Series Trust
 980,896 $29,613 10.91%
4.
Spdr Series Trust
 274,348 $27,278 10.05%
5.
Bondbloxx Etf Trust
 510,955 $25,721 9.48%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)