Sound View Wealth Advisors Group, LLC Portfolio Holdings

Sound View Wealth Advisors Group, LLC

  • $1.2 Billion
  • Q1 2025

Sound View Wealth Advisors Group, LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.2 Billion distributed in 407 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $64M, Ishares Ibonds Dec 2025 Term C with a value of $52.4M, Microsoft Corp with a value of $34.4M, Ishares Tr Ibonds Dec 2026 Ter with a value of $33.5M, and Ishares Tr Ibonds Dec 2027 Ter with a value of $28M.

Examining the 13F form we can see an decrease of $21.8M in the current position value, from $1.23B to 1.2B.

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

Portfolio value $1.2 Billion
ETFs: $534 Million
Technology: $172 Million
Healthcare: $104 Million
Financial Services: $81.9 Million
Consumer Defensive: $69.1 Million
Consumer Cyclical: $59.4 Million
Industrials: $50 Million
Energy: $33.3 Million
Other: $67.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$283B
$6.54 Million 0.54% of portfolio
41,216
Q1 2025 Reduced 6.65%
$0
$6.3 Million 0.52% of portfolio
85,762
Q1 2025 Reduced 5.06%
$1.57T
$6.23 Million 0.52% of portfolio
10,804
Q1 2025 Added 4.75%
$290B
$5.93 Million 0.49% of portfolio
35,431
Q1 2025 Reduced 9.08%
$431B
$5.56 Million 0.46% of portfolio
5,883
Q1 2025 Reduced 1.74%
$0
$5.36 Million 0.45% of portfolio
68,036
Q1 2025 Added 2.71%
$0
$5.3 Million 0.44% of portfolio
62,323
Q1 2025 Reduced 1.85%
$178B
$4.97 Million 0.41% of portfolio
33,117
Q1 2025 Added 0.25%
$214B
$4.93 Million 0.41% of portfolio
37,255
Q1 2025 Added 2.55%
$0
$4.85 Million 0.4% of portfolio
28,073
Q1 2025 Reduced 4.51%
$201B
$4.84 Million 0.4% of portfolio
53,957
Q1 2025 Added 3.78%
$76.1B
$4.47 Million 0.37% of portfolio
40,814
Q1 2025 Reduced 0.27%
$0
$4.5 Million 0.37% of portfolio
59,117
Q1 2025 Added 3.85%
$107B
$4.29 Million 0.36% of portfolio
71,417
Q1 2025 Reduced 3.57%
$107B
$4.33 Million 0.36% of portfolio
15,017
Q1 2025 Added 2.26%
$0
$4.25 Million 0.35% of portfolio
13,863
Q1 2025 Added 1.06%
$43.2B
$4.1 Million 0.34% of portfolio
28,849
Q1 2025 Reduced 5.69%
$0
$3.98 Million 0.33% of portfolio
15,036
Q1 2025 Reduced 1.25%
$72B
$3.99 Million 0.33% of portfolio
66,710
Q1 2025 Added 1.79%
$0
$3.92 Million 0.33% of portfolio
146,480
Q1 2025 Added 9.45%
$0
$4.02 Million 0.33% of portfolio
157,368
Q1 2025 Added 11.98%
$190B
$3.86 Million 0.32% of portfolio
11,715
Q1 2025 Reduced 1.78%
$152B
$3.74 Million 0.31% of portfolio
13,213
Q1 2025 Added 3.07%
$76.5B
$3.7 Million 0.31% of portfolio
13,586
Q1 2025 Added 2.74%
$173B
$3.72 Million 0.31% of portfolio
24,186
Q1 2025 Added 1.3%
$99.6B
$3.49 Million 0.29% of portfolio
57,225
Q1 2025 Reduced 1.07%
$0
$3.5 Million 0.29% of portfolio
9,451
Q1 2025 Reduced 8.28%
$141B
$3.45 Million 0.29% of portfolio
48,606
Q1 2025 Added 3.23%
$26.6B
$3.52 Million 0.29% of portfolio
89,702
Q1 2025 Added 2.29%
$62B
$3.41 Million 0.28% of portfolio
119,685
Q1 2025 Reduced 4.03%
$19.3B
$3.36 Million 0.28% of portfolio
47,269
Q1 2025 Reduced 1.32%
$35.7B
$3.31 Million 0.27% of portfolio
29,943
Q1 2025 Added 2.02%
$127B
$3.24 Million 0.27% of portfolio
10,615
Q1 2025 Reduced 0.46%
$569B
$3.27 Million 0.27% of portfolio
23,420
Q1 2025 Added 3.22%
$232B
$3.3 Million 0.27% of portfolio
24,888
Q1 2025 Reduced 12.02%
$362B
$3.12 Million 0.26% of portfolio
74,754
Q1 2025 Added 5.09%
$219B
$3.18 Million 0.26% of portfolio
43,289
Q1 2025 Added 6.7%
$141B
$3.08 Million 0.26% of portfolio
8,276
Q1 2025 Added 3.11%
$0
$3.08 Million 0.26% of portfolio
121,869
Q1 2025 Added 12.61%
$177B
$2.99 Million 0.25% of portfolio
15,353
Q1 2025 Added 0.45%
$221B
$3.02 Million 0.25% of portfolio
11,234
Q1 2025 Reduced 4.33%
$114B
$2.97 Million 0.25% of portfolio
33,091
Q1 2025 Added 4.37%
$131B
$3.06 Million 0.25% of portfolio
13,122
Q1 2025 Reduced 7.92%
$0
$2.92 Million 0.24% of portfolio
5,204
Q1 2025 Reduced 4.74%
$88.2B
$2.73 Million 0.23% of portfolio
22,416
Q1 2025 Reduced 0.38%
$134B
$2.73 Million 0.23% of portfolio
107,621
Q1 2025 Reduced 6.01%
$270B
$2.73 Million 0.23% of portfolio
44,164
Q1 2025 Reduced 1.56%
$0
$2.8 Million 0.23% of portfolio
14,049
Q1 2025 Added 1.27%
$0
$2.61 Million 0.22% of portfolio
34,563
Q1 2025 Added 44.04%

Summary

  • Portfolio
  • No. of Stocks 407
  • Current Value $1.2 Billion
  • Prior Value $1.23 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 17 stocks
  • Additional Purchases 175 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 178 stocks
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