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
$66.3B
$1.39 Million 0.1% of portfolio
17,980
Q2 2025 Added 43.45%
$70.1B
$1.4 Million 0.1% of portfolio
8,996
Q2 2025 Added 3.55%
$1.27T
$1.14 Million 0.09% of portfolio
5,030
Q2 2025 Added 3.75%
$57.8B
$1.15 Million 0.09% of portfolio
5,252
Q2 2025 Added 8.42%
$123B
$1.2 Million 0.09% of portfolio
8,035
Q2 2025 Added 6.69%
$58.4B
$1.22 Million 0.09% of portfolio
28,362
Q2 2025 Reduced 1.86%
$43.8B
$1.14 Million 0.09% of portfolio
13,576
Q2 2025 Reduced 2.79%
$60.2B
$1.04 Million 0.08% of portfolio
24,067
Q2 2025 Reduced 43.42%
$306B
$1.08 Million 0.08% of portfolio
4,200
Q2 2025 Added 4.58%
$29.5B
$1.08 Million 0.08% of portfolio
4,167
Q2 2025 Added 84.63%
$63.5B
$1.01 Million 0.08% of portfolio
10,013
Q2 2025 Reduced 15.27%
$133B
$1.06 Million 0.08% of portfolio
1,182
Q2 2025 Reduced 3.67%
$254B
$1.04 Million 0.08% of portfolio
1,464
Q2 2025 Added 9.42%
$81.5B
$1.09 Million 0.08% of portfolio
2,227
Q2 2025 Added 1.32%
$245B
$1.11 Million 0.08% of portfolio
3,555
Q2 2025 Reduced 24.46%
$282B
$1.11 Million 0.08% of portfolio
7,835
Q2 2025 Reduced 2.16%
$89.4B
$939,000 0.07% of portfolio
1,879
Q2 2025 Added 0.7%
$94.6B
$925,000 0.07% of portfolio
3,753
Q2 2025 New
$2.72B
$902,000 0.07% of portfolio
5,393
Q4 2023 Reduced 0.64%
$203B
$900,000 0.07% of portfolio
31,127
Q2 2025 Added 63.24%
$162B
$897,000 0.07% of portfolio
4,901
Q2 2025 Reduced 1.82%
$135B
$892,000 0.07% of portfolio
3,879
Q2 2025 Reduced 7.47%
$87.3B
$882,000 0.07% of portfolio
5,798
Q2 2025 Added 0.26%
$548B
$876,000 0.07% of portfolio
1,560
Q2 2025 Reduced 6.59%
$32.7B
$896,000 0.07% of portfolio
10,350
Q2 2025 Reduced 11.56%
$64.2B
$1 Million 0.07% of portfolio
3,547
Q2 2025 Reduced 2.72%
$178B
$986,000 0.07% of portfolio
8,548
Q2 2025 Reduced 4.13%
$7.1B
$969,000 0.07% of portfolio
9,133
Q2 2025 Added 8.4%
$250B
$816,000 0.06% of portfolio
5,798
Q2 2025 Reduced 8.88%
$55B
$792,000 0.06% of portfolio
10,834
Q2 2025 Reduced 2.96%
$22.8B
$749,000 0.06% of portfolio
9,362
Q2 2025 Reduced 10.34%
$295B
$758,000 0.06% of portfolio
946
Q2 2025 Added 5.23%
$150B
$758,000 0.06% of portfolio
3,839
Q2 2025 Added 112.45%
$70.9B
$831,000 0.06% of portfolio
9,148
Q2 2025 Reduced 3.33%
$94.5B
$863,000 0.06% of portfolio
1,722
Q2 2025 Reduced 3.42%
$34.5B
$862,000 0.06% of portfolio
8,281
Q2 2025 Added 1.19%
$75.3B
$860,000 0.06% of portfolio
26,367
Q2 2025 Added 12.52%
$53.7B
$845,000 0.06% of portfolio
46,620
Q2 2025 Added 2.68%
$93.6B
$835,000 0.06% of portfolio
1,640
Q2 2025 Reduced 3.24%
$99.2B
$634,000 0.05% of portfolio
2,302
Q2 2025 Reduced 40.29%
$77.3B
$636,000 0.05% of portfolio
3,412
Q2 2025 Reduced 11.12%
$61.9B
$669,000 0.05% of portfolio
2,502
Q2 2025 Reduced 3.62%
$7.87B
$653,000 0.05% of portfolio
6,140
Q2 2025 Reduced 14.01%
$4.57B
$647,000 0.05% of portfolio
12,346
Q2 2025 Reduced 34.94%
$25.9B
$710,000 0.05% of portfolio
4,281
Q2 2025 Reduced 1.61%
$185B
$717,000 0.05% of portfolio
8,427
Q2 2025 Added 11.31%
$75.3B
$686,000 0.05% of portfolio
1,924
Q2 2025 Reduced 5.55%
$112B
$613,000 0.05% of portfolio
2,116
Q2 2025 Added 11.43%
$89.6B
$703,000 0.05% of portfolio
31,422
Q2 2025 Reduced 11.93%

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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