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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.84T
$60.3 Million 4.51% of portfolio
293,761
Q2 2025 Added 2.02%
$3.8T
$46.8 Million 3.5% of portfolio
94,120
Q2 2025 Added 2.59%
$0
$46 Million 3.44% of portfolio
1,827,757
Q2 2025 Reduced 12.23%
$0
$40.6 Million 3.04% of portfolio
1,710,809
Q2 2025 Added 21.36%
$424B
$37.7 Million 2.82% of portfolio
238,400
Q2 2025 Added 2.95%
$0
$32 Million 2.4% of portfolio
1,319,610
Q2 2025 Added 13.78%
$0
$28 Million 2.09% of portfolio
1,100,626
Q2 2025 Added 15.59%
$0
$27.1 Million 2.03% of portfolio
851,230
Q2 2025 Added 3.45%
$0
$23.5 Million 1.76% of portfolio
77,341
Q2 2025 Added 8.96%
$0
$23.4 Million 1.75% of portfolio
957,527
Q2 2025 Added 0.14%
$0
$22 Million 1.65% of portfolio
944,550
Q2 2025 Added 15.58%
$0
$21.9 Million 1.64% of portfolio
38,596
Q2 2025 Reduced 0.67%
$2.36T
$19.7 Million 1.48% of portfolio
89,856
Q2 2025 Added 2.81%
$0
$19.6 Million 1.47% of portfolio
892,440
Q2 2025 Added 17.8%
$0
$18.6 Million 1.39% of portfolio
885,244
Q2 2025 Added 14.89%
$914B
$18.4 Million 1.38% of portfolio
63,459
Q2 2025 Added 1.79%
$140B
$17.7 Million 1.33% of portfolio
64,337
Q2 2025 Added 26.16%
$0
$17.1 Million 1.28% of portfolio
25,733
Q2 2025 Reduced 1.24%
$0
$16.6 Million 1.24% of portfolio
657,139
Q2 2025 Added 20.96%
$0
$16.6 Million 1.24% of portfolio
30,150
Q2 2025 Reduced 0.67%
$0
$16 Million 1.2% of portfolio
87,969
Q2 2025 Reduced 3.96%
$0
$15.2 Million 1.14% of portfolio
213,726
Q2 2025 Reduced 1.65%
$98.1B
$14.3 Million 1.07% of portfolio
307,849
Q2 2025 Added 437.96%
$0
$14 Million 1.05% of portfolio
528,070
Q2 2025 Reduced 3.54%
$380B
$13.8 Million 1.03% of portfolio
86,533
Q2 2025 Added 2.06%
$427B
$13.1 Million 0.98% of portfolio
35,771
Q2 2025 Reduced 0.06%
$0
$12.2 Million 0.91% of portfolio
19,786
Q2 2025 Added 2.01%
$1.34T
$11.2 Million 0.84% of portfolio
35,216
Q2 2025 Reduced 8.43%
$0
$11.1 Million 0.83% of portfolio
25,232
Q2 2025 Added 0.75%
$1.52T
$11.1 Million 0.83% of portfolio
62,594
Q2 2025 Reduced 3.38%
$0
$10.8 Million 0.81% of portfolio
42,811
Q2 2025 Added 4.68%
$463B
$10.8 Million 0.81% of portfolio
70,743
Q2 2025 Added 0.89%
$390B
$10.2 Million 0.76% of portfolio
54,935
Q2 2025 Added 0.15%
$0
$9.74 Million 0.73% of portfolio
152,321
Q2 2025 Reduced 2.54%
$283B
$9.65 Million 0.72% of portfolio
98,725
Q2 2025 Reduced 2.69%
$0
$9.49 Million 0.71% of portfolio
22,351
Q2 2025 Added 0.88%
$1.75T
$9.37 Million 0.7% of portfolio
12,699
Q2 2025 Added 17.54%
$232B
$9.16 Million 0.69% of portfolio
31,082
Q2 2025 Reduced 1.52%
$644B
$9.21 Million 0.69% of portfolio
18,965
Q2 2025 Added 1.24%
$99.8B
$8.71 Million 0.65% of portfolio
94,829
Q2 2025 Added 2.93%
$1.5T
$8.58 Million 0.64% of portfolio
48,678
Q2 2025 Added 14.57%
$147B
$8.28 Million 0.62% of portfolio
29,665
Q2 2025 Added 1.66%
$0
$8.12 Million 0.61% of portfolio
60,894
Q2 2025 Reduced 4.51%
$290B
$8.11 Million 0.61% of portfolio
114,682
Q2 2025 Reduced 3.03%
$258B
$7.58 Million 0.57% of portfolio
41,611
Q2 2025 Added 0.96%
$69.8B
$7.63 Million 0.57% of portfolio
245,944
Q2 2025 Reduced 0.77%
$0
$7.46 Million 0.56% of portfolio
55,362
Q2 2025 Added 11.81%
$566B
$7.42 Million 0.56% of portfolio
20,899
Q2 2025 Reduced 1.32%
$480B
$6.86 Million 0.51% of portfolio
63,660
Q2 2025 Added 1.8%

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
Track This Portfolio

Track Sound View Wealth Advisors Group, LLC Portfolio

Follow Sound View Wealth Advisors Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound View Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound View Wealth Advisors Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email