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
$394,000 0.03% of portfolio
5,195
Q1 2023 New
$0
$367,000 0.03% of portfolio
3,016
Q4 2024 Reduced 7.94%
$0
$340,000 0.03% of portfolio
4,500
Q4 2022 New
$9.85B
$377,000 0.03% of portfolio
6,105
Q1 2024 Reduced 1.44%
$0
$359,000 0.03% of portfolio
5,974
Q1 2025 Reduced 20.52%
$0
$406,000 0.03% of portfolio
3,336
Q4 2024 Added 21.93%
$0
$349,000 0.03% of portfolio
4,422
Q1 2025 Reduced 1.29%
$0
$300,000 0.02% of portfolio
1,193
Q4 2024 Reduced 0.91%
$0
$202,000 0.02% of portfolio
3,699
Q1 2025 Reduced 45.3%
$0
$259,000 0.02% of portfolio
14,732
Q1 2025 Added 0.21%
$0
$296,000 0.02% of portfolio
1,355
Q1 2025 Added 0.07%
$0
$234,000 0.02% of portfolio
1,354
Q1 2025 Added 0.37%
$0
$200,000 0.02% of portfolio
1,076
Q1 2025 New
$0
$259,000 0.02% of portfolio
2,651
Q1 2025 Reduced 17.93%
$0
$275,000 0.02% of portfolio
2,694
Q1 2025 Reduced 23.92%
$0
$278,000 0.02% of portfolio
7,361
Q1 2025 Added 3.98%
$0
$293,000 0.02% of portfolio
4,938
Q1 2023 New

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
Track This Portfolio

Track Sound View Wealth Advisors Group, LLC Portfolio

Follow Sound View Wealth Advisors Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound View Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound View Wealth Advisors Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email