Sound View Wealth Advisors Group, LLC has filed its 13F form on August 05, 2024 for Q2 2024 where it was disclosed a total value porftolio of $965 Million distributed in 358 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $48.1M, Microsoft Corp with a value of $34.5M, Ishares Ibonds Dec 2025 Term C with a value of $26.3M, Eli Lilly & CO with a value of $24.1M, and Nvidia Corp with a value of $22.8M.
Examining the 13F form we can see an increase of $32.4M in the current position value, from $933M to 965M.
Below you can find more details about Sound View Wealth Advisors Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$965 Million
ETFs: $414 Million
Technology: $149 Million
Healthcare: $95 Million
Financial Services: $61.1 Million
Consumer Defensive: $53.4 Million
Consumer Cyclical: $46.4 Million
Industrials: $39.8 Million
Communication Services: $29.2 Million
Other: $56.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions