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
$224B
$6.76 Million 0.51% of portfolio
23,136
Q2 2025 Reduced 0.2%
$0
$6.3 Million 0.47% of portfolio
85,515
Q2 2025 Reduced 0.29%
$233B
$6.3 Million 0.47% of portfolio
43,124
Q2 2025 Added 15.75%
$69B
$6.2 Million 0.46% of portfolio
58,792
Q2 2025 Added 0.22%
$0
$5.89 Million 0.44% of portfolio
72,168
Q2 2025 Added 6.07%
$195B
$5.8 Million 0.43% of portfolio
43,915
Q2 2025 Added 32.61%
$426B
$5.59 Million 0.42% of portfolio
5,645
Q2 2025 Reduced 4.05%
$0
$5.56 Million 0.42% of portfolio
237,830
Q2 2025 Reduced 46.91%
$0
$5.5 Million 0.41% of portfolio
59,761
Q2 2025 Reduced 4.11%
$0
$5.53 Million 0.41% of portfolio
241,272
Q2 2025 New
$313B
$5.34 Million 0.4% of portfolio
37,296
Q2 2025 Added 5.26%
$77.5B
$5.32 Million 0.4% of portfolio
39,901
Q2 2025 Reduced 2.24%
$0
$5.27 Million 0.39% of portfolio
205,621
Q2 2025 Added 30.66%
$813B
$5.12 Million 0.38% of portfolio
23,433
Q2 2025 Added 0.06%
$206B
$4.99 Million 0.37% of portfolio
63,089
Q2 2025 Added 16.92%
$0
$4.91 Million 0.37% of portfolio
14,455
Q2 2025 Added 4.27%
$0
$4.83 Million 0.36% of portfolio
63,475
Q2 2025 Added 7.37%
$0
$4.85 Million 0.36% of portfolio
27,433
Q2 2025 Reduced 2.28%
$15.4B
$4.67 Million 0.35% of portfolio
66,716
Q2 2025 Added 1,551.39%
$0
$4.38 Million 0.33% of portfolio
163,749
Q2 2025 Added 11.79%
$31.5B
$4.33 Million 0.32% of portfolio
105,336
Q2 2025 Added 17.43%
$0
$4.31 Million 0.32% of portfolio
43,418
Q2 2025 Added 6.31%
$143B
$4.23 Million 0.32% of portfolio
15,869
Q2 2025 Added 20.1%
$117B
$4.21 Million 0.32% of portfolio
71,852
Q2 2025 Added 0.61%
$238B
$4.08 Million 0.31% of portfolio
10,500
Q2 2025 Reduced 10.37%
$0
$4.11 Million 0.31% of portfolio
186,103
Q2 2025 Added 267.74%
$251B
$4.2 Million 0.31% of portfolio
13,157
Q2 2025 Added 17.12%
$0
$4.07 Million 0.3% of portfolio
9,289
Q2 2025 Reduced 1.71%
$89.3B
$4.01 Million 0.3% of portfolio
13,752
Q2 2025 Added 1.22%
$0
$3.93 Million 0.29% of portfolio
154,864
Q2 2025 Added 27.07%
$186B
$3.68 Million 0.28% of portfolio
23,121
Q2 2025 Reduced 4.4%
$0
$3.75 Million 0.28% of portfolio
15,086
Q2 2025 Added 0.33%
$0
$3.75 Million 0.28% of portfolio
44,887
Q2 2025 Added 29.87%
$177B
$3.56 Million 0.27% of portfolio
18,319
Q2 2025 Added 19.32%
$42.4B
$3.6 Million 0.27% of portfolio
27,952
Q2 2025 Reduced 3.11%
$235B
$3.41 Million 0.26% of portfolio
25,072
Q2 2025 Added 0.74%
$412B
$3.41 Million 0.26% of portfolio
72,101
Q2 2025 Reduced 3.55%
$138B
$3.43 Million 0.26% of portfolio
49,366
Q2 2025 Added 1.56%
$19.4B
$3.44 Million 0.26% of portfolio
46,807
Q2 2025 Reduced 0.98%
$62B
$3.5 Million 0.26% of portfolio
119,171
Q2 2025 Reduced 0.43%
$143B
$3.53 Million 0.26% of portfolio
8,931
Q2 2025 Added 7.91%
$0
$3.39 Million 0.25% of portfolio
5,464
Q2 2025 Added 5.0%
$34.2B
$3.37 Million 0.25% of portfolio
33,534
Q2 2025 Added 11.99%
$447M
$3.15 Million 0.24% of portfolio
102,135
Q2 2025 Added 0.05%
$241B
$3.18 Million 0.24% of portfolio
45,534
Q2 2025 Added 5.19%
$278B
$3.23 Million 0.24% of portfolio
46,508
Q2 2025 Added 5.31%
$71.9B
$3.1 Million 0.23% of portfolio
49,418
Q2 2025 Reduced 25.92%
$0
$3.09 Million 0.23% of portfolio
14,335
Q2 2025 Added 2.04%
$120B
$3.04 Million 0.23% of portfolio
9,848
Q2 2025 Reduced 7.23%

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
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