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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$52.4 Million 4.35% of portfolio
2,082,429
Q1 2025 Added 2.86%
$0
$33.5 Million 2.78% of portfolio
1,409,703
Q1 2025 Added 7.83%
$0
$28 Million 2.33% of portfolio
1,159,837
Q1 2025 Added 11.16%
$0
$24.4 Million 2.03% of portfolio
822,842
Q1 2025 Added 3.2%
$0
$24.1 Million 2.0% of portfolio
952,148
Q1 2025 Added 10.31%
$0
$21.1 Million 1.75% of portfolio
956,160
Q1 2025 Reduced 2.04%
$0
$20 Million 1.66% of portfolio
38,856
Q1 2025 Reduced 2.04%
$0
$19.5 Million 1.62% of portfolio
70,979
Q1 2025 Reduced 5.86%
$0
$18.9 Million 1.57% of portfolio
817,229
Q1 2025 Added 13.99%
$0
$16.7 Million 1.38% of portfolio
91,598
Q1 2025 Reduced 1.56%
$0
$16.5 Million 1.37% of portfolio
757,598
Q1 2025 Added 10.19%
$0
$16 Million 1.33% of portfolio
770,502
Q1 2025 Added 10.69%
$0
$15.3 Million 1.27% of portfolio
547,465
Q1 2025 Reduced 13.45%
$0
$14.4 Million 1.2% of portfolio
217,311
Q1 2025 Added 1.76%
$0
$14.2 Million 1.18% of portfolio
30,353
Q1 2025 Reduced 1.83%
$0
$14.1 Million 1.17% of portfolio
26,056
Q1 2025 Reduced 4.16%
$0
$10.8 Million 0.9% of portfolio
19,396
Q1 2025 Added 8.65%
$0
$10.5 Million 0.87% of portfolio
447,972
Q1 2025 Added 50.9%
$0
$10.5 Million 0.87% of portfolio
25,044
Q1 2025 Reduced 0.06%
$0
$9.66 Million 0.8% of portfolio
156,298
Q1 2025 Reduced 9.23%
$0
$8.44 Million 0.7% of portfolio
40,898
Q1 2025 Added 2.93%
$0
$8.22 Million 0.68% of portfolio
63,771
Q1 2025 Reduced 2.63%
$0
$8 Million 0.66% of portfolio
22,156
Q1 2025 Reduced 0.26%
$0
$7.23 Million 0.6% of portfolio
49,515
Q1 2025 Added 2.95%
$0
$6.3 Million 0.52% of portfolio
85,762
Q1 2025 Reduced 5.06%
$0
$5.36 Million 0.45% of portfolio
68,036
Q1 2025 Added 2.71%
$0
$5.3 Million 0.44% of portfolio
62,323
Q1 2025 Reduced 1.85%
$0
$4.85 Million 0.4% of portfolio
28,073
Q1 2025 Reduced 4.51%
$0
$4.5 Million 0.37% of portfolio
59,117
Q1 2025 Added 3.85%
$107B
$4.33 Million 0.36% of portfolio
15,017
Q1 2025 Added 2.26%
$0
$4.25 Million 0.35% of portfolio
13,863
Q1 2025 Added 1.06%
$0
$4.04 Million 0.34% of portfolio
40,842
Q1 2025 Added 3.8%
$0
$3.98 Million 0.33% of portfolio
15,036
Q1 2025 Reduced 1.25%
$0
$3.92 Million 0.33% of portfolio
146,480
Q1 2025 Added 9.45%
$0
$4.02 Million 0.33% of portfolio
157,368
Q1 2025 Added 11.98%
$0
$3.5 Million 0.29% of portfolio
9,451
Q1 2025 Reduced 8.28%
$0
$3.08 Million 0.26% of portfolio
121,869
Q1 2025 Added 12.61%
$0
$2.92 Million 0.24% of portfolio
5,204
Q1 2025 Reduced 4.74%
$0
$2.8 Million 0.23% of portfolio
14,049
Q1 2025 Added 1.27%
$0
$2.61 Million 0.22% of portfolio
34,563
Q1 2025 Added 44.04%
$0
$2.4 Million 0.2% of portfolio
9,280
Q1 2025 Reduced 3.34%
$0
$2.38 Million 0.2% of portfolio
45,517
Q1 2025 Reduced 0.21%
$0
$2.44 Million 0.2% of portfolio
29,431
Q1 2025 Added 17.6%
$0
$2.45 Million 0.2% of portfolio
50,737
Q1 2025 Reduced 6.8%
$0
$2.24 Million 0.19% of portfolio
88,754
Q1 2025 Added 9.68%
$0
$2.33 Million 0.19% of portfolio
22,814
Q1 2025 Reduced 4.58%
$0
$2.35 Million 0.19% of portfolio
14,617
Q1 2025 Reduced 13.71%
$0
$2.07 Million 0.17% of portfolio
37,855
Q1 2025 Added 22.51%
$0
$2.05 Million 0.17% of portfolio
66,725
Q1 2025 Reduced 2.85%

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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