Sound View Wealth Advisors Group, LLC Portfolio Holdings
Sound View Wealth Advisors Group, LLC
- $1.23 Billion
- Q4 2024
Sound View Wealth Advisors Group, LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.23 Billion distributed in 415 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $77.4M, Ishares Ibonds Dec 2025 Term C with a value of $50.7M, Microsoft Corp with a value of $38.1M, Ishares Tr Ibonds Dec 2026 Ter with a value of $31M, and Nvidia Corp with a value of $30.6M.
Examining the 13F form we can see an increase of $12M in the current position value, from $1.21B to 1.23B.
Below you can find more details about Sound View Wealth Advisors Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.23 Billion
ETFs: $525 Million
Technology: $201 Million
Healthcare: $97.7 Million
Financial Services: $79.3 Million
Consumer Cyclical: $70.8 Million
Consumer Defensive: $67.9 Million
Industrials: $52.8 Million
Communication Services: $34.9 Million
Other: $68.7 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 415
- Current Value $1.23 Billion
- Prior Value $1.21 Billion
- Filing
- Period Q4 2024
- Filing Date February 07, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 20 stocks
- Additional Purchases 206 stocks
- Sold out of 0 stocks
- Reduced holdings in 144 stocks