Sound View Wealth Advisors Group, LLC Portfolio Holdings

Sound View Wealth Advisors Group, LLC

  • $1.23 Billion
  • Q4 2024

Sound View Wealth Advisors Group, LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.23 Billion distributed in 415 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $77.4M, Ishares Ibonds Dec 2025 Term C with a value of $50.7M, Microsoft Corp with a value of $38.1M, Ishares Tr Ibonds Dec 2026 Ter with a value of $31M, and Nvidia Corp with a value of $30.6M.

Examining the 13F form we can see an increase of $12M in the current position value, from $1.21B to 1.23B.

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

Portfolio value $1.23 Billion
ETFs: $525 Million
Technology: $201 Million
Healthcare: $97.7 Million
Financial Services: $79.3 Million
Consumer Cyclical: $70.8 Million
Consumer Defensive: $67.9 Million
Industrials: $52.8 Million
Communication Services: $34.9 Million
Other: $68.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$300B
$3.13 Million 0.25% of portfolio
71,130
Q4 2024 Added 1.35%
$122B
$3.12 Million 0.25% of portfolio
10,664
Q4 2024 Added 5.46%
$131B
$2.89 Million 0.24% of portfolio
8,026
Q4 2024 Added 63.0%
$177B
$2.97 Million 0.24% of portfolio
15,284
Q4 2024 Added 0.64%
$43.3B
$2.9 Million 0.24% of portfolio
16,342
Q4 2024 Reduced 1.72%
$18.3B
$2.8 Million 0.23% of portfolio
47,901
Q4 2024 Added 0.03%
$229B
$2.66 Million 0.22% of portfolio
44,862
Q4 2024 Added 4.35%
$209B
$2.66 Million 0.22% of portfolio
40,571
Q4 2024 Added 108.75%
$425B
$2.54 Million 0.21% of portfolio
5,013
Q4 2024 Reduced 31.31%
$110B
$2.53 Million 0.21% of portfolio
31,706
Q4 2024 Reduced 6.09%
$39.7B
$2.62 Million 0.21% of portfolio
29,350
Q4 2024 Added 12.4%
$247B
$2.46 Million 0.2% of portfolio
7,344
Q4 2024 Reduced 41.18%
$34.1B
$2.43 Million 0.2% of portfolio
38,035
Q4 2024 Reduced 1.17%
$93.8B
$2.42 Million 0.2% of portfolio
22,501
Q4 2024 Added 1.4%
$0
$2.35 Million 0.19% of portfolio
266,216
Q4 2024 Reduced 1.06%
$185B
$2.31 Million 0.19% of portfolio
57,708
Q4 2024 Reduced 17.14%
$96.2B
$2.16 Million 0.18% of portfolio
7,201
Q4 2024 Added 7.96%
$70.9B
$2.22 Million 0.18% of portfolio
8,736
Q4 2024 Added 1.48%
$72B
$2.25 Million 0.18% of portfolio
2,390
Q4 2024 Reduced 22.58%
$148B
$2.12 Million 0.17% of portfolio
17,509
Q4 2024 Added 23.46%
$55.3B
$1.97 Million 0.16% of portfolio
21,390
Q4 2024 Added 0.16%
$132B
$1.97 Million 0.16% of portfolio
8,721
Q4 2024 Added 3.07%
$92.3B
$1.88 Million 0.15% of portfolio
31,517
Q4 2024 Reduced 3.55%
$18B
$1.81 Million 0.15% of portfolio
23,442
Q4 2024 Reduced 4.09%
$94.8B
$1.79 Million 0.15% of portfolio
8,877
Q4 2024 Added 1.2%
$150B
$1.81 Million 0.15% of portfolio
48,160
Q4 2024 Reduced 36.42%
$155B
$1.69 Million 0.14% of portfolio
15,168
Q4 2024 Reduced 0.37%
$50.8B
$1.75 Million 0.14% of portfolio
10,210
Q4 2024 Added 69.86%
$122B
$1.75 Million 0.14% of portfolio
3,603
Q4 2024 Added 0.59%
$62.4B
$1.7 Million 0.14% of portfolio
13,350
Q4 2024 Reduced 5.56%
$136B
$1.69 Million 0.14% of portfolio
3,984
Q3 2024 Added 2.28%
$50.9B
$1.57 Million 0.13% of portfolio
6,703
Q4 2024 Reduced 1.92%
$433B
$1.57 Million 0.13% of portfolio
1,756
Q4 2024 Reduced 2.06%
$27.1B
$1.57 Million 0.13% of portfolio
6,155
Q4 2024 Reduced 0.06%
$60.4B
$1.59 Million 0.13% of portfolio
2,227
Q4 2024 Added 8.95%
$61.5B
$1.5 Million 0.12% of portfolio
7,776
Q4 2024 Added 0.37%
$52.2B
$1.46 Million 0.12% of portfolio
10,445
Q4 2024 Added 1.44%
$69.6B
$1.45 Million 0.12% of portfolio
8,904
Q4 2024 Reduced 43.2%
$171B
$1.49 Million 0.12% of portfolio
2,864
Q4 2024 Reduced 0.97%
$0
$1.46 Million 0.12% of portfolio
32,488
Q4 2024 Added 10.01%
$42.1B
$1.38 Million 0.11% of portfolio
9,892
Q4 2024 Added 75.76%
$44.1B
$1.34 Million 0.11% of portfolio
12,113
Q4 2024 Reduced 15.55%
$126B
$1.38 Million 0.11% of portfolio
3,436
Q4 2024 Added 4.12%
$467B
$1.36 Million 0.11% of portfolio
2
Q2 2022 New
$74.8B
$1.35 Million 0.11% of portfolio
15,999
Q4 2024 Added 391.67%
$47B
$1.33 Million 0.11% of portfolio
34,975
Q4 2024 Added 565.3%
$92.5B
$1.4 Million 0.11% of portfolio
8,110
Q4 2024 Added 0.92%
$5.38B
$1.41 Million 0.11% of portfolio
120,000
Q3 2024 New
$47.6B
$1.22 Million 0.1% of portfolio
28,126
Q4 2024 Added 3.31%

Summary

  • Portfolio
  • No. of Stocks 415
  • Current Value $1.23 Billion
  • Prior Value $1.21 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 20 stocks
  • Additional Purchases 206 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 144 stocks
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