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
$142B
$3.53 Million 0.26% of portfolio
8,931
Q2 2025 Added 7.91%
$36.8B
$3.37 Million 0.25% of portfolio
33,534
Q2 2025 Added 11.99%
$466M
$3.15 Million 0.24% of portfolio
102,135
Q2 2025 Added 0.05%
$233B
$3.18 Million 0.24% of portfolio
45,534
Q2 2025 Added 5.19%
$293B
$3.23 Million 0.24% of portfolio
46,508
Q2 2025 Added 5.31%
$70.4B
$3.1 Million 0.23% of portfolio
49,418
Q2 2025 Reduced 25.92%
$124B
$3.04 Million 0.23% of portfolio
9,848
Q2 2025 Reduced 7.23%
$150B
$3.01 Million 0.23% of portfolio
27,134
Q2 2025 Added 167.94%
$152B
$2.89 Million 0.22% of portfolio
13,010
Q2 2025 Reduced 0.85%
$48.7B
$2.93 Million 0.22% of portfolio
16,811
Q2 2025 Added 1.94%
$122B
$2.93 Million 0.22% of portfolio
33,656
Q2 2025 Added 1.71%
$4.54B
$2.69 Million 0.2% of portfolio
39,293
Q2 2025 New
$155B
$2.67 Million 0.2% of portfolio
21,620
Q2 2025 Added 21.87%
$545B
$2.53 Million 0.19% of portfolio
1,891
Q2 2025 Added 4.88%
$48.2B
$2.57 Million 0.19% of portfolio
13,738
Q2 2025 Added 30.32%
$95.8B
$2.59 Million 0.19% of portfolio
21,958
Q2 2025 Reduced 2.04%
$182B
$2.37 Million 0.18% of portfolio
54,880
Q2 2025 Added 1.64%
$57.5B
$2.39 Million 0.18% of portfolio
23,072
Q2 2025 Added 5.98%
$80B
$2.22 Million 0.17% of portfolio
8,965
Q2 2025 Added 1.9%
$39.6B
$2.09 Million 0.16% of portfolio
30,666
Q2 2025 Added 82.15%
$187B
$2.12 Million 0.16% of portfolio
5,229
Q2 2025 Added 25.16%
$112B
$2.16 Million 0.16% of portfolio
5,647
Q2 2025 Reduced 23.28%
$0
$2.17 Million 0.16% of portfolio
221,829
Q2 2025 Reduced 3.74%
$76.4B
$2.19 Million 0.16% of portfolio
14,218
Q2 2025 Added 290.18%
$146B
$2.02 Million 0.15% of portfolio
8,659
Q2 2025 Reduced 1.25%
$153B
$2.03 Million 0.15% of portfolio
3,995
Q2 2025 Added 0.28%
$84.1B
$2.05 Million 0.15% of portfolio
30,351
Q2 2025 Reduced 2.58%
$95.6B
$2.05 Million 0.15% of portfolio
8,959
Q2 2025 Added 0.2%
$29.2B
$2.07 Million 0.15% of portfolio
39,888
Q2 2025 Added 5.61%
$32.1B
$1.87 Million 0.14% of portfolio
12,967
Q2 2025 Reduced 21.18%
$138B
$1.92 Million 0.14% of portfolio
79,168
Q2 2025 Reduced 26.44%
$52.5B
$1.94 Million 0.14% of portfolio
9,459
Q2 2025 Added 31.59%
$113B
$1.69 Million 0.13% of portfolio
3,647
Q2 2025 Reduced 0.71%
$43.1B
$1.57 Million 0.12% of portfolio
6,537
Q2 2025 New
$71.7B
$1.58 Million 0.12% of portfolio
1,992
Q2 2025 Reduced 16.55%
$232B
$1.6 Million 0.12% of portfolio
5,876
Q2 2025 Reduced 7.1%
$99.5B
$1.61 Million 0.12% of portfolio
3,624
Q2 2025 Added 2.66%
$0
$1.43 Million 0.11% of portfolio
30,370
Q2 2025 Reduced 1.1%
$141B
$1.45 Million 0.11% of portfolio
40,751
Q2 2025 Reduced 7.99%
$423B
$1.46 Million 0.11% of portfolio
2
Q2 2022 New
$169B
$1.51 Million 0.11% of portfolio
2,773
Q2 2025 Reduced 4.25%
$48.7B
$1.53 Million 0.11% of portfolio
10,496
Q2 2025 Reduced 1.1%
$207B
$1.53 Million 0.11% of portfolio
12,332
Q2 2025 Reduced 9.54%
$59.7B
$1.28 Million 0.1% of portfolio
2,443
Q2 2025 Added 9.6%
$139B
$1.29 Million 0.1% of portfolio
10,444
Q2 2025 Reduced 45.63%
$145B
$1.31 Million 0.1% of portfolio
3,667
Q2 2025 Added 0.44%
$172B
$1.34 Million 0.1% of portfolio
1,304
Q2 2025 Added 18.65%
$64.4B
$1.35 Million 0.1% of portfolio
5,263
Q2 2025 Added 0.55%
$6.14B
$1.36 Million 0.1% of portfolio
24,503
Q2 2025 New

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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