Sound View Wealth Advisors Group, LLC Portfolio Holdings

Sound View Wealth Advisors Group, LLC

  • $1.34 Billion
  • Q2 2025

Sound View Wealth Advisors Group, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.34 Billion distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $60.3M, Microsoft Corp with a value of $46.8M, Ishares Ibonds Dec 2025 Term C with a value of $46M, Ishares Tr Ibonds Dec 2026 Ter with a value of $40.6M, and Nvidia Corp with a value of $37.7M.

Examining the 13F form we can see an increase of $131M in the current position value, from $1.2B to 1.34B.

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

Portfolio value $1.34 Billion
ETFs: $585 Million
Technology: $213 Million
Healthcare: $104 Million
Financial Services: $88.9 Million
Consumer Defensive: $68.9 Million
Consumer Cyclical: $63.1 Million
Industrials: $57.3 Million
Communication Services: $46.5 Million
Other: $69.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$60.3 Million 4.51% of portfolio
293,761
Q2 2025 Added 2.02%
$3.95T
$46.8 Million 3.5% of portfolio
94,120
Q2 2025 Added 2.59%
$456B
$37.7 Million 2.82% of portfolio
238,400
Q2 2025 Added 2.95%
$2.26T
$19.7 Million 1.48% of portfolio
89,856
Q2 2025 Added 2.81%
$859B
$18.4 Million 1.38% of portfolio
63,459
Q2 2025 Added 1.79%
$608B
$18.2 Million 1.36% of portfolio
23,384
Q2 2025 Reduced 19.91%
$127B
$17.7 Million 1.33% of portfolio
64,337
Q2 2025 Added 26.16%
$99B
$14.3 Million 1.07% of portfolio
307,849
Q2 2025 Added 437.96%
$368B
$13.8 Million 1.03% of portfolio
86,533
Q2 2025 Added 2.06%
$405B
$13.1 Million 0.98% of portfolio
35,771
Q2 2025 Reduced 0.06%
$1.08T
$11.2 Million 0.84% of portfolio
35,216
Q2 2025 Reduced 8.43%
$1.24T
$11.1 Million 0.83% of portfolio
62,594
Q2 2025 Reduced 3.38%
$452B
$10.8 Million 0.81% of portfolio
70,743
Q2 2025 Added 0.89%
$351B
$10.2 Million 0.76% of portfolio
54,935
Q2 2025 Added 0.15%
$281B
$9.65 Million 0.72% of portfolio
98,725
Q2 2025 Reduced 2.69%
$1.78T
$9.37 Million 0.7% of portfolio
12,699
Q2 2025 Added 17.54%
$621B
$9.21 Million 0.69% of portfolio
18,965
Q2 2025 Added 1.24%
$102B
$8.71 Million 0.65% of portfolio
94,829
Q2 2025 Added 2.93%
$1.21T
$8.58 Million 0.64% of portfolio
48,678
Q2 2025 Added 14.57%
$152B
$8.28 Million 0.62% of portfolio
29,665
Q2 2025 Added 1.66%
$306B
$8.11 Million 0.61% of portfolio
114,682
Q2 2025 Reduced 3.03%
$261B
$7.58 Million 0.57% of portfolio
41,611
Q2 2025 Added 0.96%
$68.2B
$7.63 Million 0.57% of portfolio
245,944
Q2 2025 Reduced 0.77%
$551B
$7.42 Million 0.56% of portfolio
20,899
Q2 2025 Reduced 1.32%
$442B
$6.86 Million 0.51% of portfolio
63,660
Q2 2025 Added 1.8%
$222B
$6.76 Million 0.51% of portfolio
23,136
Q2 2025 Reduced 0.2%
$229B
$6.3 Million 0.47% of portfolio
43,124
Q2 2025 Added 15.75%
$65.4B
$6.2 Million 0.46% of portfolio
58,792
Q2 2025 Added 0.22%
$202B
$5.8 Million 0.43% of portfolio
43,915
Q2 2025 Added 32.61%
$439B
$5.59 Million 0.42% of portfolio
5,645
Q2 2025 Reduced 4.05%
$302B
$5.34 Million 0.4% of portfolio
37,296
Q2 2025 Added 5.26%
$78.6B
$5.32 Million 0.4% of portfolio
39,901
Q2 2025 Reduced 2.24%
$684B
$5.12 Million 0.38% of portfolio
23,433
Q2 2025 Added 0.06%
$203B
$4.99 Million 0.37% of portfolio
63,089
Q2 2025 Added 16.92%
$14.2B
$4.67 Million 0.35% of portfolio
66,716
Q2 2025 Added 1,551.39%
$29B
$4.33 Million 0.32% of portfolio
105,336
Q2 2025 Added 17.43%
$142B
$4.23 Million 0.32% of portfolio
15,869
Q2 2025 Added 20.1%
$118B
$4.21 Million 0.32% of portfolio
71,852
Q2 2025 Added 0.61%
$218B
$4.08 Million 0.31% of portfolio
10,500
Q2 2025 Reduced 10.37%
$227B
$4.2 Million 0.31% of portfolio
13,157
Q2 2025 Added 17.12%
$86.2B
$4.01 Million 0.3% of portfolio
13,752
Q2 2025 Added 1.22%
$173B
$3.68 Million 0.28% of portfolio
23,121
Q2 2025 Reduced 4.4%
$177B
$3.56 Million 0.27% of portfolio
18,319
Q2 2025 Added 19.32%
$45.1B
$3.6 Million 0.27% of portfolio
27,952
Q2 2025 Reduced 3.11%
$229B
$3.41 Million 0.26% of portfolio
25,072
Q2 2025 Added 0.74%
$381B
$3.41 Million 0.26% of portfolio
72,101
Q2 2025 Reduced 3.55%
$141B
$3.43 Million 0.26% of portfolio
49,366
Q2 2025 Added 1.56%
$18.6B
$3.44 Million 0.26% of portfolio
46,807
Q2 2025 Reduced 0.98%
$59.7B
$3.5 Million 0.26% of portfolio
119,171
Q2 2025 Reduced 0.43%

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $1.34 Billion
  • Prior Value $1.2 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 29 stocks
  • Additional Purchases 195 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 162 stocks
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