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
$6.78B
$1.05 Million 0.09% of portfolio
8,425
Q1 2025 Added 1.32%
$19B
$1.04 Million 0.09% of portfolio
9,191
Q1 2025 Added 5.75%
$135B
$1.13 Million 0.09% of portfolio
10,127
Q1 2025 Reduced 6.33%
$5.84B
$1.08 Million 0.09% of portfolio
120,000
Q3 2024 New
$97.5B
$1.05 Million 0.09% of portfolio
7,531
Q1 2025 Reduced 7.14%
$61.1B
$1.08 Million 0.09% of portfolio
3,646
Q1 2025 Added 3.58%
$136B
$990,000 0.08% of portfolio
4,192
Q1 2025 Added 5.41%
$21.1B
$1.02 Million 0.08% of portfolio
10,442
Q1 2025 Reduced 0.85%
$55.5B
$920,000 0.08% of portfolio
4,844
Q1 2025 Reduced 0.02%
$36.3B
$970,000 0.08% of portfolio
9,781
Q1 2025 Reduced 1.01%
$76.1B
$955,000 0.08% of portfolio
1,866
Q1 2025 Added 1.97%
$97.8B
$1.02 Million 0.08% of portfolio
3,855
Q1 2025 Added 58.51%
$32.7B
$1.01 Million 0.08% of portfolio
11,703
Q1 2025 Added 9.13%
$133B
$992,000 0.08% of portfolio
3,651
Q1 2025 Added 1.78%
$514B
$915,000 0.08% of portfolio
1,670
Q1 2025 Reduced 6.6%
$84.1B
$940,000 0.08% of portfolio
2,198
Q1 2025 Added 0.96%
$258B
$803,000 0.07% of portfolio
4,016
Q1 2025 Added 7.61%
$198B
$874,000 0.07% of portfolio
1,099
Q1 2025 Added 3.97%
$72.6B
$812,000 0.07% of portfolio
2,037
Q1 2025 Reduced 0.49%
$78.8B
$849,000 0.07% of portfolio
5,783
Q1 2025 Reduced 7.99%
$12.4B
$816,000 0.07% of portfolio
6,189
Q1 2025 Reduced 0.94%
$55.2B
$844,000 0.07% of portfolio
45,405
Q1 2025 Reduced 8.36%
$73.6B
$886,000 0.07% of portfolio
9,463
Q1 2025 Added 4.62%
$126B
$851,000 0.07% of portfolio
8,916
Q4 2024 Reduced 0.17%
$88.2B
$810,000 0.07% of portfolio
35,680
Q1 2025 Reduced 12.16%
$1.11T
$804,000 0.07% of portfolio
4,848
Q1 2025 Added 4.89%
$86.2B
$830,000 0.07% of portfolio
1,783
Q1 2025 Added 3.84%
$123B
$834,000 0.07% of portfolio
1,227
Q1 2025 Added 3.37%
$32.8B
$891,000 0.07% of portfolio
8,184
Q1 2025 Added 3.75%
$2.59B
$816,000 0.07% of portfolio
5,393
Q4 2023 Reduced 0.64%
$3.47B
$899,000 0.07% of portfolio
18,975
Q1 2025 Added 12.46%
$149B
$724,000 0.06% of portfolio
4,992
Q1 2025 Added 12.18%
$224B
$742,000 0.06% of portfolio
6,363
Q1 2025 Added 11.85%
$70.8B
$674,000 0.06% of portfolio
3,839
Q1 2025 Reduced 50.63%
$67.8B
$689,000 0.06% of portfolio
23,433
Q1 2025 Added 0.35%
$24.9B
$744,000 0.06% of portfolio
4,351
Q1 2025 Added 7.72%
$217B
$730,000 0.06% of portfolio
1,338
Q1 2025 Reduced 8.17%
$63.9B
$771,000 0.06% of portfolio
12,534
Q1 2025 Added 3.48%
$58.4B
$707,000 0.06% of portfolio
11,164
Q1 2025 Reduced 3.62%
$62.1B
$686,000 0.06% of portfolio
2,596
Q1 2025 Reduced 10.48%
$5.78B
$548,000 0.05% of portfolio
9,960
Q1 2025 Added 6.42%
$31B
$549,000 0.05% of portfolio
2,257
Q1 2025 Reduced 63.33%
$71B
$558,000 0.05% of portfolio
3,644
Q1 2025 Added 2.04%
$117B
$573,000 0.05% of portfolio
1,899
Q1 2025 Added 1.23%
$51.4B
$603,000 0.05% of portfolio
3,631
Q1 2025 Reduced 26.78%
$104B
$597,000 0.05% of portfolio
1,695
Q1 2025 Added 1.99%
$303B
$595,000 0.05% of portfolio
899
Q1 2025 Added 35.8%
$64.3B
$601,000 0.05% of portfolio
14,256
Q1 2025 Added 20.25%
$12.2B
$543,000 0.05% of portfolio
4,910
Q1 2025 Reduced 0.53%

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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