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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.28 Million 0.19% of portfolio
230,459
Q1 2025 Reduced 13.43%
$0
$1.35 Million 0.11% of portfolio
30,708
Q1 2025 Reduced 5.48%
$0
$507,000 0.04% of portfolio
15,609
Q1 2025 Reduced 2.38%
$0
$424,000 0.04% of portfolio
17,647
Q1 2025 Added 5.67%
$0
$211,000 0.02% of portfolio
7,436
Q1 2025 New
$0
$165,000 0.01% of portfolio
12,123
Q1 2024 Reduced 32.78%
$0
$149,000 0.01% of portfolio
13,970
Q3 2024 Reduced 4.88%
$0
$112,000 0.01% of portfolio
10,246
Q1 2025 Reduced 11.45%
$0
$159,000 0.01% of portfolio
13,036
Q1 2025 Reduced 24.05%

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
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