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
$561M
$393,000 0.03% of portfolio
4,450
Q1 2025 Reduced 19.46%
$249B
$408,000 0.03% of portfolio
3,661
Q1 2023 Added 47.8%
$34.3B
$303,000 0.03% of portfolio
1,300
Q1 2025 Added 11.21%
$100B
$375,000 0.03% of portfolio
1,725
Q1 2025 Added 0.41%
$45.7B
$356,000 0.03% of portfolio
4,914
Q1 2025 Added 4.75%
$119B
$309,000 0.03% of portfolio
5,577
Q1 2025 Reduced 10.0%
$72.4B
$386,000 0.03% of portfolio
3,516
Q1 2025 Reduced 25.74%
$41.2B
$362,000 0.03% of portfolio
36,182
Q1 2025 Added 7.83%
$157B
$421,000 0.03% of portfolio
7,073
Q3 2024 Reduced 6.48%
$81.4B
$364,000 0.03% of portfolio
1,432
Q1 2025 Reduced 1.78%
$91.1B
$235,000 0.02% of portfolio
5,304
Q1 2025 Added 4.8%
$43B
$296,000 0.02% of portfolio
2,846
Q1 2025 Reduced 70.76%
$5.55B
$209,000 0.02% of portfolio
146
Q1 2025 New
$26B
$266,000 0.02% of portfolio
3,724
Q1 2025 Reduced 1.97%
$105B
$257,000 0.02% of portfolio
382
Q1 2025 Reduced 0.52%
$173B
$232,000 0.02% of portfolio
3,394
Q1 2025 New
$99.9B
$254,000 0.02% of portfolio
1,262
Q1 2025 Reduced 5.89%
$9.78B
$262,000 0.02% of portfolio
1,771
Q1 2025 Reduced 1.77%
$118B
$206,000 0.02% of portfolio
1,023
Q1 2025 New
$23.4B
$233,000 0.02% of portfolio
3,279
Q1 2025 Reduced 13.35%
$165B
$212,000 0.02% of portfolio
2,922
Q1 2025 Reduced 17.36%
$45.1B
$205,000 0.02% of portfolio
3,672
Q1 2025 Reduced 15.91%
$6.47B
$257,000 0.02% of portfolio
1,752
Q1 2025 New
$4.4B
$243,000 0.02% of portfolio
4,306
Q1 2025 Added 2.43%
$106B
$239,000 0.02% of portfolio
981
Q1 2025 Added 3.37%
$25.7B
$238,000 0.02% of portfolio
1,615
Q1 2025 Reduced 15.67%
$97.3B
$248,000 0.02% of portfolio
739
Q1 2025 Added 21.15%
$37.8B
$231,000 0.02% of portfolio
2,330
Q3 2024 Added 27.32%
$29.3B
$200,000 0.02% of portfolio
634
Q3 2024 New
$14.4B
$294,000 0.02% of portfolio
1,612
Q1 2025 Added 5.84%
$31.4B
$300,000 0.02% of portfolio
1,682
Q1 2025 Added 10.01%
$9.36B
$207,000 0.02% of portfolio
1,016
Q1 2025 New
$22.4B
$240,000 0.02% of portfolio
1,172
Q1 2025 Added 6.16%
$145B
$265,000 0.02% of portfolio
2,635
Q1 2025 New
$15B
$297,000 0.02% of portfolio
4,564
Q1 2025 Reduced 41.14%
$25.8B
$251,000 0.02% of portfolio
1,368
Q1 2025 Added 29.91%
$163B
$294,000 0.02% of portfolio
3,758
Q1 2025 Reduced 0.77%
$32B
$209,000 0.02% of portfolio
8,243
Q1 2025 New
$10.2B
$210,000 0.02% of portfolio
2,178
Q1 2025 New
$42.7B
$275,000 0.02% of portfolio
6,007
Q1 2025 Added 1.78%
$75B
$294,000 0.02% of portfolio
4,640
Q1 2025 Reduced 13.53%
$11.8B
$276,000 0.02% of portfolio
4,040
Q3 2024 New
$17.4B
$236,000 0.02% of portfolio
1,547
Q1 2025 New
$0
$211,000 0.02% of portfolio
7,436
Q1 2025 New
$20.3B
$216,000 0.02% of portfolio
2,595
Q1 2025 New
$25B
$288,000 0.02% of portfolio
10,424
Q1 2025 Added 1.09%
$41B
$212,000 0.02% of portfolio
2,779
Q1 2025 Reduced 3.64%
$11.4B
$289,000 0.02% of portfolio
5,116
Q1 2025 Reduced 1.08%
$210B
$257,000 0.02% of portfolio
56
Q1 2025 Reduced 1.75%

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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