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
$83.2B
$629,000 0.05% of portfolio
2,959
Q2 2025 Added 52.76%
$33.1B
$728,000 0.05% of portfolio
8,925
Q2 2025 Reduced 8.75%
$201B
$727,000 0.05% of portfolio
924
Q2 2025 Added 25.54%
$12.3B
$641,000 0.05% of portfolio
5,100
Q2 2025 Added 3.87%
$25.7B
$502,000 0.04% of portfolio
937
Q1 2025 Reduced 5.73%
$102B
$510,000 0.04% of portfolio
2,784
Q2 2025 Reduced 1.66%
$6.58B
$514,000 0.04% of portfolio
9,748
Q2 2025 Reduced 2.13%
$150B
$527,000 0.04% of portfolio
1,764
Q2 2025 Added 30.18%
$73.8B
$499,000 0.04% of portfolio
2,024
Q2 2025 Added 4.6%
$75.9B
$497,000 0.04% of portfolio
134
Q1 2025 Reduced 11.84%
$19.3B
$491,000 0.04% of portfolio
1,006
Q2 2025 Reduced 0.89%
$48.9B
$490,000 0.04% of portfolio
4,975
Q2 2025 Reduced 3.15%
$19.3B
$482,000 0.04% of portfolio
6,075
Q2 2025 Reduced 74.22%
$85.6B
$475,000 0.04% of portfolio
1,439
Q2 2025 Reduced 0.28%
$0
$475,000 0.04% of portfolio
18,741
Q2 2025 Added 6.2%
$55.4B
$599,000 0.04% of portfolio
3,732
Q2 2025 Added 2.78%
$68B
$576,000 0.04% of portfolio
12,741
Q2 2025 Reduced 10.63%
$86B
$569,000 0.04% of portfolio
2,085
Q2 2025 Added 1.56%
$27.2B
$556,000 0.04% of portfolio
16,414
Q2 2025 Reduced 4.26%
$0
$532,000 0.04% of portfolio
14,725
Q2 2025 Reduced 5.66%
$25.1B
$531,000 0.04% of portfolio
2,438
Q2 2025 Reduced 6.63%
$182B
$392,000 0.03% of portfolio
744
Q2 2025 Added 1.22%
$97B
$389,000 0.03% of portfolio
1,265
Q2 2025 Reduced 11.66%
$102B
$388,000 0.03% of portfolio
888
Q2 2025 Added 20.16%
$38.3B
$388,000 0.03% of portfolio
2,312
Q2 2025 Reduced 5.75%
$130B
$393,000 0.03% of portfolio
8,309
Q2 2025 Reduced 6.81%
$120B
$395,000 0.03% of portfolio
4,407
Q2 2025 Added 2.85%
$44.4B
$398,000 0.03% of portfolio
36,717
Q2 2025 Added 1.48%
$40.9B
$400,000 0.03% of portfolio
5,290
Q2 2025 Added 1.01%
$19B
$401,000 0.03% of portfolio
3,308
Q2 2025 Added 3.41%
$47.6B
$387,000 0.03% of portfolio
4,950
Q2 2025 Added 0.73%
$95.3B
$383,000 0.03% of portfolio
1,734
Q2 2025 Added 0.52%
$40.5B
$375,000 0.03% of portfolio
1,547
Q1 2025 Added 0.19%
$57.7B
$363,000 0.03% of portfolio
3,046
Q2 2025 Added 22.53%
$10.8B
$356,000 0.03% of portfolio
4,832
Q2 2025 New
$40.4B
$362,000 0.03% of portfolio
2,447
Q2 2025 Added 0.12%
$179B
$354,000 0.03% of portfolio
3,881
Q2 2025 Added 3.27%
$11.9B
$350,000 0.03% of portfolio
3,567
Q2 2025 Reduced 9.17%
$217B
$341,000 0.03% of portfolio
59
Q2 2025 Added 5.36%
$55B
$337,000 0.03% of portfolio
2,621
Q2 2025 Reduced 76.22%
$55.6B
$364,000 0.03% of portfolio
2,115
Q2 2025 Added 25.74%
$34.8B
$370,000 0.03% of portfolio
1,514
Q2 2025 Added 31.2%
$15.1B
$373,000 0.03% of portfolio
1,523
Q2 2025 Reduced 5.52%
$33B
$402,000 0.03% of portfolio
14,317
Q2 2025 Added 0.7%
$70.7B
$464,000 0.03% of portfolio
1,194
Q2 2025 Added 0.51%
$94.4B
$445,000 0.03% of portfolio
6,270
Q2 2025 Added 35.13%
$35.6B
$448,000 0.03% of portfolio
7,785
Q2 2025 Added 3.72%
$46.7B
$454,000 0.03% of portfolio
13,436
Q2 2025 Added 15.31%
$63.8B
$459,000 0.03% of portfolio
4,555
Q2 2025 Added 29.55%

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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