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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$46 Million 3.44% of portfolio
1,827,757
Q2 2025 Reduced 12.23%
$0
$40.6 Million 3.04% of portfolio
1,710,809
Q2 2025 Added 21.36%
$0
$32 Million 2.4% of portfolio
1,319,610
Q2 2025 Added 13.78%
$0
$28 Million 2.09% of portfolio
1,100,626
Q2 2025 Added 15.59%
$0
$27.1 Million 2.03% of portfolio
851,230
Q2 2025 Added 3.45%
$0
$23.5 Million 1.76% of portfolio
77,341
Q2 2025 Added 8.96%
$0
$23.4 Million 1.75% of portfolio
957,527
Q2 2025 Added 0.14%
$0
$22 Million 1.65% of portfolio
944,550
Q2 2025 Added 15.58%
$0
$21.9 Million 1.64% of portfolio
38,596
Q2 2025 Reduced 0.67%
$0
$19.6 Million 1.47% of portfolio
892,440
Q2 2025 Added 17.8%
$0
$18.6 Million 1.39% of portfolio
885,244
Q2 2025 Added 14.89%
$0
$17.1 Million 1.28% of portfolio
25,733
Q2 2025 Reduced 1.24%
$0
$16.6 Million 1.24% of portfolio
657,139
Q2 2025 Added 20.96%
$0
$16.6 Million 1.24% of portfolio
30,150
Q2 2025 Reduced 0.67%
$0
$16 Million 1.2% of portfolio
87,969
Q2 2025 Reduced 3.96%
$0
$15.2 Million 1.14% of portfolio
213,726
Q2 2025 Reduced 1.65%
$0
$12.2 Million 0.91% of portfolio
19,786
Q2 2025 Added 2.01%
$0
$11.1 Million 0.83% of portfolio
25,232
Q2 2025 Added 0.75%
$0
$10.8 Million 0.81% of portfolio
42,811
Q2 2025 Added 4.68%
$0
$9.74 Million 0.73% of portfolio
152,321
Q2 2025 Reduced 2.54%
$0
$9.49 Million 0.71% of portfolio
22,351
Q2 2025 Added 0.88%
$0
$8.12 Million 0.61% of portfolio
60,894
Q2 2025 Reduced 4.51%
$0
$7.46 Million 0.56% of portfolio
55,362
Q2 2025 Added 11.81%
$0
$6.3 Million 0.47% of portfolio
85,515
Q2 2025 Reduced 0.29%
$0
$5.89 Million 0.44% of portfolio
72,168
Q2 2025 Added 6.07%
$0
$5.56 Million 0.42% of portfolio
237,830
Q2 2025 Reduced 46.91%
$0
$5.5 Million 0.41% of portfolio
59,761
Q2 2025 Reduced 4.11%
$0
$5.53 Million 0.41% of portfolio
241,272
Q2 2025 New
$0
$5.27 Million 0.39% of portfolio
205,621
Q2 2025 Added 30.66%
$0
$4.91 Million 0.37% of portfolio
14,455
Q2 2025 Added 4.27%
$107B
$4.88 Million 0.37% of portfolio
16,020
Q2 2025 Added 6.68%
$0
$4.83 Million 0.36% of portfolio
63,475
Q2 2025 Added 7.37%
$0
$4.85 Million 0.36% of portfolio
27,433
Q2 2025 Reduced 2.28%
$0
$4.38 Million 0.33% of portfolio
163,749
Q2 2025 Added 11.79%
$0
$4.31 Million 0.32% of portfolio
43,418
Q2 2025 Added 6.31%
$0
$4.11 Million 0.31% of portfolio
186,103
Q2 2025 Added 267.74%
$0
$4.07 Million 0.3% of portfolio
9,289
Q2 2025 Reduced 1.71%
$0
$3.93 Million 0.29% of portfolio
154,864
Q2 2025 Added 27.07%
$0
$3.75 Million 0.28% of portfolio
15,086
Q2 2025 Added 0.33%
$0
$3.75 Million 0.28% of portfolio
44,887
Q2 2025 Added 29.87%
$0
$3.39 Million 0.25% of portfolio
5,464
Q2 2025 Added 5.0%
$0
$3.09 Million 0.23% of portfolio
14,335
Q2 2025 Added 2.04%
$0
$3 Million 0.22% of portfolio
33,332
Q2 2025 Added 13.25%
$0
$2.86 Million 0.21% of portfolio
112,390
Q2 2025 Added 26.63%
$0
$2.61 Million 0.19% of portfolio
9,312
Q2 2025 Added 0.34%
$0
$2.41 Million 0.18% of portfolio
45,627
Q2 2025 Added 0.24%
$0
$2.45 Million 0.18% of portfolio
50,322
Q2 2025 Reduced 0.82%
$0
$2.33 Million 0.17% of portfolio
42,272
Q2 2025 Added 11.67%
$0
$2.16 Million 0.16% of portfolio
21,412
Q2 2025 Reduced 6.15%

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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