Sound View Wealth Advisors Group, LLC Portfolio Holdings
Sound View Wealth Advisors Group, LLC
- $965 Million
- Q2 2024
Sound View Wealth Advisors Group, LLC has filed its 13F form on August 05, 2024 for Q2 2024 where it was disclosed a total value porftolio of $965 Million distributed in 358 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $48.1M, Microsoft Corp with a value of $34.5M, Ishares Ibonds Dec 2025 Term C with a value of $26.3M, Eli Lilly & CO with a value of $24.1M, and Nvidia Corp with a value of $22.8M.
Examining the 13F form we can see an increase of $32.4M in the current position value, from $933M to 965M.
Below you can find more details about Sound View Wealth Advisors Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 358
- Current Value $965 Million
- Prior Value $933 Million
- Filing
- Period Q2 2024
- Filing Date August 05, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 3 stocks
- Additional Purchases 154 stocks
- Sold out of 0 stocks
- Reduced holdings in 146 stocks