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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.7 Million 0.22% of portfolio
269,062
Q3 2024 Added 0.7%
$0
$1.3 Million 0.11% of portfolio
29,533
Q3 2024 Added 15.48%
$0
$501,000 0.04% of portfolio
15,304
Q3 2024 Reduced 7.07%
$0
$325,000 0.03% of portfolio
15,959
Q2 2022 Added 14.61%
$0
$183,000 0.02% of portfolio
16,171
Q3 2024 New
$0
$192,000 0.02% of portfolio
35,000
Q3 2024 New
$0
$232,000 0.02% of portfolio
17,736
Q3 2024 New
$0
$162,000 0.01% of portfolio
13,546
Q3 2024 Reduced 4.27%
$0
$157,000 0.01% of portfolio
13,970
Q3 2024 Reduced 4.88%
$0
$172,000 0.01% of portfolio
12,123
Q1 2024 Reduced 32.78%
$26.8M
$7,000 0.0% of portfolio
15,000
Q3 2024 New

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
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