Sound View Wealth Advisors Group, LLC Portfolio Holdings
Sound View Wealth Advisors Group, LLC
- $933 Million
- Q1 2024
Sound View Wealth Advisors Group, LLC has filed its 13F form on May 09, 2024 for Q1 2024 where it was disclosed a total value porftolio of $933 Million distributed in 371 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $40.6M, Microsoft Corp with a value of $32.6M, Ishares Ibonds Dec 2025 Term C with a value of $24.9M, Ishares Tr Ibonds Dec 2026 Ter with a value of $21M, and Eli Lilly & CO with a value of $20.9M.
Examining the 13F form we can see an increase of $31.3M in the current position value, from $901M to 933M.
Below you can find more details about Sound View Wealth Advisors Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$933 Million
ETFs: $400 Million
Technology: $133 Million
Healthcare: $92.4 Million
Financial Services: $63.6 Million
Consumer Defensive: $54 Million
Consumer Cyclical: $46.8 Million
Industrials: $42 Million
Energy: $27.7 Million
Other: $55.3 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 371
- Current Value $933 Million
- Prior Value $901 Million
- Filing
- Period Q1 2024
- Filing Date May 09, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 12 stocks
- Additional Purchases 67 stocks
- Sold out of 0 stocks
- Reduced holdings in 263 stocks