Sound View Wealth Advisors Group, LLC Portfolio Holdings

Sound View Wealth Advisors Group, LLC

  • $1.2 Billion
  • Q1 2025

Sound View Wealth Advisors Group, LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.2 Billion distributed in 407 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $64M, Ishares Ibonds Dec 2025 Term C with a value of $52.4M, Microsoft Corp with a value of $34.4M, Ishares Tr Ibonds Dec 2026 Ter with a value of $33.5M, and Ishares Tr Ibonds Dec 2027 Ter with a value of $28M.

Examining the 13F form we can see an decrease of $21.8M in the current position value, from $1.23B to 1.2B.

Below you can find more details about Sound View Wealth Advisors Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.2 Billion
ETFs: $534 Million
Technology: $172 Million
Healthcare: $104 Million
Financial Services: $81.9 Million
Consumer Defensive: $69.1 Million
Consumer Cyclical: $59.4 Million
Industrials: $50 Million
Energy: $33.3 Million
Other: $67.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.26T
$64 Million 5.31% of portfolio
287,943
Q1 2025 Reduced 6.79%
$0
$52.4 Million 4.35% of portfolio
2,082,429
Q1 2025 Added 2.86%
$3.93T
$34.4 Million 2.86% of portfolio
91,747
Q1 2025 Added 1.58%
$0
$33.5 Million 2.78% of portfolio
1,409,703
Q1 2025 Added 7.83%
$0
$28 Million 2.33% of portfolio
1,159,837
Q1 2025 Added 11.16%
$444B
$25.1 Million 2.08% of portfolio
231,566
Q1 2025 Added 1.46%
$0
$24.4 Million 2.03% of portfolio
822,842
Q1 2025 Added 3.2%
$728B
$24.1 Million 2.0% of portfolio
29,197
Q1 2025 Reduced 0.75%
$0
$24.1 Million 2.0% of portfolio
952,148
Q1 2025 Added 10.31%
$0
$21.1 Million 1.75% of portfolio
956,160
Q1 2025 Reduced 2.04%
$0
$20 Million 1.66% of portfolio
38,856
Q1 2025 Reduced 2.04%
$0
$19.5 Million 1.62% of portfolio
70,979
Q1 2025 Reduced 5.86%
$0
$18.9 Million 1.57% of portfolio
817,229
Q1 2025 Added 13.99%
$2.18T
$16.6 Million 1.38% of portfolio
87,401
Q1 2025 Added 1.0%
$0
$16.7 Million 1.38% of portfolio
91,598
Q1 2025 Reduced 1.56%
$0
$16.5 Million 1.37% of portfolio
757,598
Q1 2025 Added 10.19%
$855B
$15.3 Million 1.27% of portfolio
62,344
Q1 2025 Reduced 0.47%
$0
$15.3 Million 1.27% of portfolio
547,465
Q1 2025 Reduced 13.45%
$357B
$14.4 Million 1.2% of portfolio
84,784
Q1 2025 Reduced 6.32%
$0
$14.4 Million 1.2% of portfolio
217,311
Q1 2025 Added 1.76%
$0
$14.2 Million 1.18% of portfolio
30,353
Q1 2025 Reduced 1.83%
$0
$14.1 Million 1.17% of portfolio
26,056
Q1 2025 Reduced 4.16%
$0
$13.6 Million 1.13% of portfolio
543,273
Q1 2025 Added 81.68%
$395B
$13.1 Million 1.09% of portfolio
35,793
Q1 2025 Added 0.92%
$446B
$11.6 Million 0.97% of portfolio
70,119
Q1 2025 Reduced 15.22%
$351B
$11.5 Million 0.95% of portfolio
54,853
Q1 2025 Reduced 6.73%
$0
$10.8 Million 0.9% of portfolio
19,396
Q1 2025 Added 8.65%
$0
$10.5 Million 0.87% of portfolio
447,972
Q1 2025 Added 50.9%
$0
$10.5 Million 0.87% of portfolio
25,044
Q1 2025 Reduced 0.06%
$1.19T
$10.1 Million 0.84% of portfolio
64,781
Q1 2025 Reduced 0.96%
$975B
$9.97 Million 0.83% of portfolio
38,457
Q1 2025 Reduced 13.54%
$604B
$9.98 Million 0.83% of portfolio
18,733
Q1 2025 Reduced 1.83%
$0
$9.66 Million 0.8% of portfolio
156,298
Q1 2025 Reduced 9.23%
$161B
$9.09 Million 0.75% of portfolio
29,180
Q1 2025 Reduced 1.16%
$270B
$8.91 Million 0.74% of portfolio
101,451
Q1 2025 Reduced 1.08%
$119B
$8.54 Million 0.71% of portfolio
50,996
Q1 2025 Reduced 3.03%
$299B
$8.47 Million 0.7% of portfolio
118,266
Q1 2025 Reduced 1.77%
$103B
$8.47 Million 0.7% of portfolio
92,134
Q1 2025 Reduced 2.02%
$0
$8.44 Million 0.7% of portfolio
40,898
Q1 2025 Added 2.93%
$67.8B
$8.46 Million 0.7% of portfolio
247,844
Q1 2025 Reduced 1.71%
$0
$8.22 Million 0.68% of portfolio
63,771
Q1 2025 Reduced 2.63%
$0
$8 Million 0.66% of portfolio
22,156
Q1 2025 Reduced 0.26%
$225B
$7.85 Million 0.65% of portfolio
31,561
Q1 2025 Reduced 0.9%
$447B
$7.44 Million 0.62% of portfolio
62,532
Q1 2025 Reduced 10.12%
$552B
$7.42 Million 0.62% of portfolio
21,179
Q1 2025 Added 0.67%
$220B
$7.24 Million 0.6% of portfolio
23,182
Q1 2025 Reduced 4.33%
$0
$7.23 Million 0.6% of portfolio
49,515
Q1 2025 Added 2.95%
$1.16T
$6.57 Million 0.55% of portfolio
42,487
Q1 2025 Reduced 0.52%
$62.5B
$6.52 Million 0.54% of portfolio
58,665
Q1 2025 Added 15.68%

Summary

  • Portfolio
  • No. of Stocks 407
  • Current Value $1.2 Billion
  • Prior Value $1.23 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 17 stocks
  • Additional Purchases 175 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 178 stocks
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