Sound View Wealth Advisors Group, LLC Portfolio Holdings
Sound View Wealth Advisors Group, LLC
- $1.34 Billion
- Q2 2025
Sound View Wealth Advisors Group, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.34 Billion distributed in 42 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $60.3M, Microsoft Corp with a value of $46.8M, Ishares Ibonds Dec 2025 Term C with a value of $46M, Ishares Tr Ibonds Dec 2026 Ter with a value of $40.6M, and Nvidia Corp with a value of $37.7M.
Examining the 13F form we can see an increase of $131M in the current position value, from $1.2B to 1.34B.
Below you can find more details about Sound View Wealth Advisors Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.34 Billion
ETFs: $585 Million
Technology: $213 Million
Healthcare: $104 Million
Financial Services: $88.9 Million
Consumer Defensive: $68.9 Million
Consumer Cyclical: $63.1 Million
Industrials: $57.3 Million
Communication Services: $46.5 Million
Other: $69.6 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 42
- Current Value $1.34 Billion
- Prior Value $1.2 Billion
- Filing
- Period Q2 2025
- Filing Date August 07, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 29 stocks
- Additional Purchases 195 stocks
- Sold out of 0 stocks
- Reduced holdings in 162 stocks