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
$1.41T
$6.08 Million 0.5% of portfolio
10,314
Q4 2024 Added 0.77%
$323B
$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%
$410B
$5.49 Million 0.45% of portfolio
5,987
Q4 2024 Reduced 1.96%
$235B
$5.31 Million 0.43% of portfolio
44,150
Q4 2024 Reduced 1.5%
$69.3B
$5.25 Million 0.43% of portfolio
50,712
Q4 2024 Added 40.59%
$234B
$5.17 Million 0.42% of portfolio
51,990
Q4 2024 Added 0.74%
$68.2B
$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%
$202B
$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%
$180B
$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%
$198B
$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%
$103B
$3.87 Million 0.32% of portfolio
74,058
Q4 2024 Added 0.69%
$418B
$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%
$180B
$3.67 Million 0.3% of portfolio
23,876
Q4 2024 Added 4.73%
$27.6B
$3.71 Million 0.3% of portfolio
87,695
Q4 2024 Reduced 3.06%
$95.7B
$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%
$74.4B
$3.55 Million 0.29% of portfolio
65,540
Q4 2024 Reduced 7.18%
$145B
$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%
$208B
$3.48 Million 0.28% of portfolio
11,742
Q4 2024 Reduced 25.71%
$73B
$3.48 Million 0.28% of portfolio
13,224
Q4 2024 Added 2.49%
$64.5B
$3.42 Million 0.28% of portfolio
124,716
Q4 2024 Reduced 6.15%
$130B
$3.27 Million 0.27% of portfolio
57,844
Q4 2024 Reduced 13.05%
$223B
$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%
$160B
$3.07 Million 0.25% of portfolio
12,820
Q4 2024 Added 11.73%
$147B
$3.04 Million 0.25% of portfolio
114,505
Q4 2024 Reduced 16.5%
$420M
$3.08 Million 0.25% of portfolio
106,735
Q4 2024 Added 0.33%
$346B
$3.13 Million 0.25% of portfolio
71,130
Q4 2024 Added 1.35%
$124B
$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%
$142B
$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%
$44.7B
$2.9 Million 0.24% of portfolio
16,342
Q4 2024 Reduced 1.72%
$17B
$2.8 Million 0.23% of portfolio
47,901
Q4 2024 Added 0.03%
$250B
$2.66 Million 0.22% of portfolio
44,862
Q4 2024 Added 4.35%
$230B
$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%
$480B
$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
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