Sound View Wealth Advisors Group, LLC Portfolio Holdings

Sound View Wealth Advisors Group, LLC

  • $1.21 Billion
  • Q3 2024

Sound View Wealth Advisors Group, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.21 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 $71.9M, Ishares Ibonds Dec 2025 Term C with a value of $40.1M, Microsoft Corp with a value of $37.4M, Ishares Tr Ibonds Dec 2026 Ter with a value of $28.5M, and Nvidia Corp with a value of $26.2M.

Examining the 13F form we can see an increase of $250M in the current position value, from $965M to 1.21B.

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

Portfolio value $1.21 Billion
ETFs: $524 Million
Technology: $188 Million
Healthcare: $109 Million
Financial Services: $76.8 Million
Consumer Defensive: $69.8 Million
Consumer Cyclical: $64.8 Million
Industrials: $50.2 Million
Communication Services: $33.4 Million
Other: $69.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$107B
$3.04 Million 0.25% of portfolio
33,763
Q3 2024 Added 7.33%
$76.5B
$3.06 Million 0.25% of portfolio
15,677
Q3 2024 Added 24.61%
$169B
$2.93 Million 0.24% of portfolio
24,211
Q3 2024 Added 11.03%
$177B
$2.96 Million 0.24% of portfolio
15,187
Q3 2024 Added 14.33%
$138B
$2.91 Million 0.24% of portfolio
11,474
Q3 2024 Added 15.09%
$63.3B
$2.94 Million 0.24% of portfolio
132,887
Q3 2024 Added 14.22%
$119B
$2.8 Million 0.23% of portfolio
10,112
Q3 2024 Added 1.36%
$362B
$2.79 Million 0.23% of portfolio
70,185
Q3 2024 Added 7.86%
$82B
$2.74 Million 0.23% of portfolio
3,087
Q3 2024 Added 32.83%
$34.7B
$2.84 Million 0.23% of portfolio
38,486
Q3 2024 Added 1.57%
$49.8B
$2.69 Million 0.22% of portfolio
16,628
Q3 2024 Added 7.01%
$212B
$2.7 Million 0.22% of portfolio
4,359
Q3 2024 Added 7.44%
$15.1B
$2.72 Million 0.22% of portfolio
47,889
Q3 2024 Added 54.6%
$86.9B
$2.71 Million 0.22% of portfolio
6,670
Q3 2024 Added 24.84%
$0
$2.7 Million 0.22% of portfolio
269,062
Q3 2024 Added 0.7%
$31.3B
$2.72 Million 0.22% of portfolio
26,111
Q3 2024 Added 27.94%
$81.5B
$2.56 Million 0.21% of portfolio
22,190
Q3 2024 Added 9.94%
$77.1B
$2.41 Million 0.2% of portfolio
32,676
Q3 2024 Added 220.29%
$75.2B
$2.26 Million 0.19% of portfolio
8,609
Q3 2024 Reduced 0.43%
$241B
$2.29 Million 0.19% of portfolio
42,991
Q3 2024 Added 5.85%
$48.1B
$2.19 Million 0.18% of portfolio
21,356
Q3 2024 Added 6.96%
$74.7B
$2.15 Million 0.18% of portfolio
2,044
Q3 2024 Added 4.23%
$31.6B
$2.02 Million 0.17% of portfolio
7,517
Q3 2024 Added 26.91%
$19B
$2.1 Million 0.17% of portfolio
24,441
Q3 2024 Added 29.9%
$123B
$2.09 Million 0.17% of portfolio
3,582
Q3 2024 Added 2.26%
$67.3B
$1.98 Million 0.16% of portfolio
14,136
Q3 2024 Added 2.4%
$29.9B
$1.81 Million 0.15% of portfolio
6,159
Q3 2024 Added 33.83%
$85.1B
$1.82 Million 0.15% of portfolio
8,772
Q3 2024 Added 2.04%
$597M
$1.81 Million 0.15% of portfolio
106,380
Q3 2024 New
$138B
$1.78 Million 0.15% of portfolio
4,924
Q3 2024 Added 25.48%
$54.2B
$1.7 Million 0.14% of portfolio
6,834
Q3 2024 Added 80.17%
$147B
$1.75 Million 0.14% of portfolio
8,461
Q3 2024 Added 13.59%
$139B
$1.67 Million 0.14% of portfolio
14,182
Q3 2024 Added 28.8%
$123B
$1.66 Million 0.14% of portfolio
3,984
Q3 2024 Added 2.28%
$11.4B
$1.61 Million 0.13% of portfolio
39,126
Q3 2024 Added 33.81%
$105B
$1.53 Million 0.13% of portfolio
3,300
Q3 2024 Added 10.74%
$36.5B
$1.56 Million 0.13% of portfolio
13,107
Q3 2024 Added 8.09%
$14.8B
$1.54 Million 0.13% of portfolio
40,513
Q3 2024 Added 8.0%
$144B
$1.54 Million 0.13% of portfolio
1,619
Q3 2024 Added 4.05%
$19.7B
$1.5 Million 0.12% of portfolio
8,325
Q3 2024 Added 25.38%
$208B
$1.51 Million 0.12% of portfolio
19,435
Q3 2024 Added 3.12%
$76.4B
$1.43 Million 0.12% of portfolio
7,747
Q3 2024 Added 1.18%
$193B
$1.42 Million 0.12% of portfolio
2,892
Q3 2024 Added 3.29%
$10.2B
$1.49 Million 0.12% of portfolio
1,825
Q3 2024 Added 4.41%
$198B
$1.46 Million 0.12% of portfolio
15,225
Q3 2024 Added 16.68%
$0
$1.3 Million 0.11% of portfolio
29,533
Q3 2024 Added 15.48%
$78.6B
$1.32 Million 0.11% of portfolio
56,151
Q3 2024 Reduced 11.31%
$187B
$1.33 Million 0.11% of portfolio
8,096
Q3 2024 Added 29.21%
$6.88B
$1.32 Million 0.11% of portfolio
120,000
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 407
  • Current Value $1.21 Billion
  • Prior Value $965 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 56 stocks
  • Additional Purchases 289 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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