Sound View Wealth Advisors Group, LLC Portfolio Holdings
Sound View Wealth Advisors Group, LLC
- $1.21 Billion
- Q3 2024
Sound View Wealth Advisors Group, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.21 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 $71.9M, Ishares Ibonds Dec 2025 Term C with a value of $40.1M, Microsoft Corp with a value of $37.4M, Ishares Tr Ibonds Dec 2026 Ter with a value of $28.5M, and Nvidia Corp with a value of $26.2M.
Examining the 13F form we can see an increase of $250M in the current position value, from $965M to 1.21B.
Below you can find more details about Sound View Wealth Advisors Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.21 Billion
ETFs: $524 Million
Technology: $188 Million
Healthcare: $109 Million
Financial Services: $76.8 Million
Consumer Defensive: $69.8 Million
Consumer Cyclical: $64.8 Million
Industrials: $50.2 Million
Communication Services: $33.4 Million
Other: $69.8 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 407
- Current Value $1.21 Billion
- Prior Value $965 Million
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 56 stocks
- Additional Purchases 289 stocks
- Sold out of 0 stocks
- Reduced holdings in 41 stocks