Sound View Wealth Advisors Group, LLC Portfolio Holdings

Sound View Wealth Advisors Group, LLC

  • $1.23 Billion
  • Q4 2024

Sound View Wealth Advisors Group, LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.23 Billion distributed in 415 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $77.4M, Ishares Ibonds Dec 2025 Term C with a value of $50.7M, Microsoft Corp with a value of $38.1M, Ishares Tr Ibonds Dec 2026 Ter with a value of $31M, and Nvidia Corp with a value of $30.6M.

Examining the 13F form we can see an increase of $12M in the current position value, from $1.21B to 1.23B.

Below you can find more details about Sound View Wealth Advisors Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.23 Billion
ETFs: $525 Million
Technology: $201 Million
Healthcare: $97.7 Million
Financial Services: $79.3 Million
Consumer Cyclical: $70.8 Million
Consumer Defensive: $67.9 Million
Industrials: $52.8 Million
Communication Services: $34.9 Million
Other: $68.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.36T
$6.08 Million 0.5% of portfolio
10,314
Q4 2024 Added 0.77%
$326B
$5.64 Million 0.46% of portfolio
38,969
Q4 2024 Reduced 5.44%
$0
$5.61 Million 0.46% of portfolio
63,499
Q4 2024 Added 0.43%
$415B
$5.49 Million 0.45% of portfolio
5,987
Q4 2024 Reduced 1.96%
$240B
$5.31 Million 0.43% of portfolio
44,150
Q4 2024 Reduced 1.5%
$70B
$5.25 Million 0.43% of portfolio
50,712
Q4 2024 Added 40.59%
$222B
$5.17 Million 0.42% of portfolio
51,990
Q4 2024 Added 0.74%
$66.3B
$5.07 Million 0.41% of portfolio
40,926
Q4 2024 Added 0.28%
$0
$4.98 Million 0.41% of portfolio
29,400
Q4 2024 Added 0.28%
$0
$5.01 Million 0.41% of portfolio
66,240
Q4 2024 Added 7.46%
$206B
$5.02 Million 0.41% of portfolio
33,033
Q4 2024 Added 5.5%
$0
$4.42 Million 0.36% of portfolio
13,717
Q4 2024 Added 3.51%
$179B
$4.33 Million 0.35% of portfolio
11,927
Q4 2024 Added 4.55%
$0
$4.33 Million 0.35% of portfolio
56,925
Q4 2024 Added 6.94%
$196B
$4.2 Million 0.34% of portfolio
36,329
Q4 2024 Added 50.05%
$0
$4.23 Million 0.34% of portfolio
10,304
Q4 2024 Added 9.79%
$104B
$3.87 Million 0.32% of portfolio
74,058
Q4 2024 Added 0.69%
$393B
$3.78 Million 0.31% of portfolio
22,690
Q4 2024 Reduced 0.39%
$0
$3.81 Million 0.31% of portfolio
39,347
Q4 2024 Reduced 0.58%
$0
$3.86 Million 0.31% of portfolio
15,226
Q4 2024 Reduced 3.58%
$177B
$3.67 Million 0.3% of portfolio
23,876
Q4 2024 Added 4.73%
$27.3B
$3.71 Million 0.3% of portfolio
87,695
Q4 2024 Reduced 3.06%
$97.3B
$3.56 Million 0.29% of portfolio
14,685
Q4 2024 Added 16.06%
$0
$3.56 Million 0.29% of portfolio
133,828
Q4 2024 Reduced 0.54%
$0
$3.58 Million 0.29% of portfolio
140,526
Q4 2024 Reduced 0.44%
$72.4B
$3.55 Million 0.29% of portfolio
65,540
Q4 2024 Reduced 7.18%
$144B
$3.52 Million 0.29% of portfolio
14,251
Q4 2024 Reduced 0.5%
$138B
$3.38 Million 0.28% of portfolio
47,086
Q4 2024 Added 1.72%
$203B
$3.48 Million 0.28% of portfolio
11,742
Q4 2024 Reduced 25.71%
$74B
$3.48 Million 0.28% of portfolio
13,224
Q4 2024 Added 2.49%
$63.5B
$3.42 Million 0.28% of portfolio
124,716
Q4 2024 Reduced 6.15%
$125B
$3.27 Million 0.27% of portfolio
57,844
Q4 2024 Reduced 13.05%
$230B
$3.2 Million 0.26% of portfolio
28,289
Q4 2024 Added 3.84%
$0
$3.22 Million 0.26% of portfolio
5,463
Q4 2024 Reduced 1.67%
$161B
$3.07 Million 0.25% of portfolio
12,820
Q4 2024 Added 11.73%
$140B
$3.04 Million 0.25% of portfolio
114,505
Q4 2024 Reduced 16.5%
$398M
$3.08 Million 0.25% of portfolio
106,735
Q4 2024 Added 0.33%
$342B
$3.13 Million 0.25% of portfolio
71,130
Q4 2024 Added 1.35%
$127B
$3.12 Million 0.25% of portfolio
10,664
Q4 2024 Added 5.46%
$0
$3.07 Million 0.25% of portfolio
13,873
Q4 2024 Added 2.11%
$139B
$2.89 Million 0.24% of portfolio
8,026
Q4 2024 Added 63.0%
$177B
$2.97 Million 0.24% of portfolio
15,284
Q4 2024 Added 0.64%
$41.7B
$2.9 Million 0.24% of portfolio
16,342
Q4 2024 Reduced 1.72%
$17.6B
$2.8 Million 0.23% of portfolio
47,901
Q4 2024 Added 0.03%
$252B
$2.66 Million 0.22% of portfolio
44,862
Q4 2024 Added 4.35%
$226B
$2.66 Million 0.22% of portfolio
40,571
Q4 2024 Added 108.75%
$0
$2.74 Million 0.22% of portfolio
16,939
Q4 2024 Reduced 5.67%
$0
$2.72 Million 0.22% of portfolio
108,224
Q4 2024 Reduced 0.44%
$482B
$2.54 Million 0.21% of portfolio
5,013
Q4 2024 Reduced 31.31%

Summary

  • Portfolio
  • No. of Stocks 415
  • Current Value $1.23 Billion
  • Prior Value $1.21 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 20 stocks
  • Additional Purchases 206 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 144 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