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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.43T
$64 Million 5.31% of portfolio
287,943
Q1 2025 Reduced 6.79%
$3.91T
$34.4 Million 2.86% of portfolio
91,747
Q1 2025 Added 1.58%
$447B
$25.1 Million 2.08% of portfolio
231,566
Q1 2025 Added 1.46%
$709B
$24.1 Million 2.0% of portfolio
29,197
Q1 2025 Reduced 0.75%
$2.26T
$16.6 Million 1.38% of portfolio
87,401
Q1 2025 Added 1.0%
$855B
$15.3 Million 1.27% of portfolio
62,344
Q1 2025 Reduced 0.47%
$362B
$14.4 Million 1.2% of portfolio
84,784
Q1 2025 Reduced 6.32%
$396B
$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%
$347B
$11.5 Million 0.95% of portfolio
54,853
Q1 2025 Reduced 6.73%
$1.2T
$10.1 Million 0.84% of portfolio
64,781
Q1 2025 Reduced 0.96%
$1.01T
$9.97 Million 0.83% of portfolio
38,457
Q1 2025 Reduced 13.54%
$611B
$9.98 Million 0.83% of portfolio
18,733
Q1 2025 Reduced 1.83%
$152B
$9.09 Million 0.75% of portfolio
29,180
Q1 2025 Reduced 1.16%
$281B
$8.91 Million 0.74% of portfolio
101,451
Q1 2025 Reduced 1.08%
$122B
$8.54 Million 0.71% of portfolio
50,996
Q1 2025 Reduced 3.03%
$103B
$8.47 Million 0.7% of portfolio
92,134
Q1 2025 Reduced 2.02%
$67.9B
$8.46 Million 0.7% of portfolio
247,844
Q1 2025 Reduced 1.71%
$226B
$7.85 Million 0.65% of portfolio
31,561
Q1 2025 Reduced 0.9%
$444B
$7.44 Million 0.62% of portfolio
62,532
Q1 2025 Reduced 10.12%
$555B
$7.42 Million 0.62% of portfolio
21,179
Q1 2025 Added 0.67%
$226B
$7.24 Million 0.6% of portfolio
23,182
Q1 2025 Reduced 4.33%
$1.16T
$6.57 Million 0.55% of portfolio
42,487
Q1 2025 Reduced 0.52%
$64.7B
$6.52 Million 0.54% of portfolio
58,665
Q1 2025 Added 15.68%
$259B
$6.54 Million 0.54% of portfolio
41,216
Q1 2025 Reduced 6.65%
$1.72T
$6.23 Million 0.52% of portfolio
10,804
Q1 2025 Added 4.75%
$299B
$5.93 Million 0.49% of portfolio
35,431
Q1 2025 Reduced 9.08%
$429B
$5.56 Million 0.46% of portfolio
5,883
Q1 2025 Reduced 1.74%
$194B
$4.97 Million 0.41% of portfolio
33,117
Q1 2025 Added 0.25%
$229B
$4.93 Million 0.41% of portfolio
37,255
Q1 2025 Added 2.55%
$201B
$4.84 Million 0.4% of portfolio
53,957
Q1 2025 Added 3.78%
$79.2B
$4.47 Million 0.37% of portfolio
40,814
Q1 2025 Reduced 0.27%
$113B
$4.29 Million 0.36% of portfolio
71,417
Q1 2025 Reduced 3.57%
$46.1B
$4.1 Million 0.34% of portfolio
28,849
Q1 2025 Reduced 5.69%
$71.5B
$3.99 Million 0.33% of portfolio
66,710
Q1 2025 Added 1.79%
$226B
$3.86 Million 0.32% of portfolio
11,715
Q1 2025 Reduced 1.78%
$145B
$3.74 Million 0.31% of portfolio
13,213
Q1 2025 Added 3.07%
$86.5B
$3.7 Million 0.31% of portfolio
13,586
Q1 2025 Added 2.74%
$164B
$3.72 Million 0.31% of portfolio
24,186
Q1 2025 Added 1.3%
$95.3B
$3.49 Million 0.29% of portfolio
57,225
Q1 2025 Reduced 1.07%
$139B
$3.45 Million 0.29% of portfolio
48,606
Q1 2025 Added 3.23%
$28.3B
$3.52 Million 0.29% of portfolio
89,702
Q1 2025 Added 2.29%
$60.1B
$3.41 Million 0.28% of portfolio
119,685
Q1 2025 Reduced 4.03%
$18.8B
$3.36 Million 0.28% of portfolio
47,269
Q1 2025 Reduced 1.32%
$36.9B
$3.31 Million 0.27% of portfolio
29,943
Q1 2025 Added 2.02%
$125B
$3.24 Million 0.27% of portfolio
10,615
Q1 2025 Reduced 0.46%
$691B
$3.27 Million 0.27% of portfolio
23,420
Q1 2025 Added 3.22%
$229B
$3.3 Million 0.27% of portfolio
24,888
Q1 2025 Reduced 12.02%
$364B
$3.12 Million 0.26% of portfolio
74,754
Q1 2025 Added 5.09%

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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