Sound View Wealth Advisors Group, LLC Portfolio Holdings

Sound View Wealth Advisors Group, LLC

  • $1.21 Billion
  • Q3 2024

Sound View Wealth Advisors Group, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.21 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 $71.9M, Ishares Ibonds Dec 2025 Term C with a value of $40.1M, Microsoft Corp with a value of $37.4M, Ishares Tr Ibonds Dec 2026 Ter with a value of $28.5M, and Nvidia Corp with a value of $26.2M.

Examining the 13F form we can see an increase of $250M in the current position value, from $965M to 1.21B.

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

Portfolio value $1.21 Billion
ETFs: $524 Million
Technology: $188 Million
Healthcare: $109 Million
Financial Services: $76.8 Million
Consumer Defensive: $69.8 Million
Consumer Cyclical: $64.8 Million
Industrials: $50.2 Million
Communication Services: $33.4 Million
Other: $69.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$367B
$2.79 Million 0.23% of portfolio
70,185
Q3 2024 Added 7.86%
$87.6B
$2.74 Million 0.23% of portfolio
3,087
Q3 2024 Added 32.83%
$39.3B
$2.84 Million 0.23% of portfolio
38,486
Q3 2024 Added 1.57%
$53.4B
$2.69 Million 0.22% of portfolio
16,628
Q3 2024 Added 7.01%
$210B
$2.7 Million 0.22% of portfolio
4,359
Q3 2024 Added 7.44%
$16.3B
$2.72 Million 0.22% of portfolio
47,889
Q3 2024 Added 54.6%
$90.9B
$2.71 Million 0.22% of portfolio
6,670
Q3 2024 Added 24.84%
$0
$2.7 Million 0.22% of portfolio
269,062
Q3 2024 Added 0.7%
$33.6B
$2.72 Million 0.22% of portfolio
26,111
Q3 2024 Added 27.94%
$182B
$2.62 Million 0.22% of portfolio
4,220
Q3 2024 Added 21.93%
$0
$2.57 Million 0.21% of portfolio
24,051
Q3 2024 Added 5.47%
$85.6B
$2.56 Million 0.21% of portfolio
22,190
Q3 2024 Added 9.94%
$0
$2.57 Million 0.21% of portfolio
9,760
Q3 2024 Added 2.11%
$0
$2.42 Million 0.2% of portfolio
72,787
Q3 2024 Reduced 2.9%
$0
$2.4 Million 0.2% of portfolio
45,614
Q3 2024 Reduced 0.87%
$84.6B
$2.41 Million 0.2% of portfolio
32,676
Q3 2024 Added 220.29%
$241B
$2.29 Million 0.19% of portfolio
42,991
Q3 2024 Added 5.85%
$48.9B
$2.19 Million 0.18% of portfolio
21,356
Q3 2024 Added 6.96%
$83.4B
$2.15 Million 0.18% of portfolio
2,044
Q3 2024 Added 4.23%
$33.9B
$2.02 Million 0.17% of portfolio
7,517
Q3 2024 Added 26.91%
$20.1B
$2.1 Million 0.17% of portfolio
24,441
Q3 2024 Added 29.9%
$0
$2.11 Million 0.17% of portfolio
23,940
Q3 2024 Added 36.27%
$0
$2.08 Million 0.17% of portfolio
80,981
Q3 2024 Added 5.02%
$134B
$2.09 Million 0.17% of portfolio
3,582
Q3 2024 Added 2.26%
$70.9B
$1.98 Million 0.16% of portfolio
14,136
Q3 2024 Added 2.4%
$0
$1.9 Million 0.16% of portfolio
24,295
Q3 2024 Added 12.22%
$0
$1.8 Million 0.15% of portfolio
9,464
Q3 2024 Added 32.59%
$31.9B
$1.81 Million 0.15% of portfolio
6,159
Q3 2024 Added 33.83%
$88.7B
$1.82 Million 0.15% of portfolio
8,772
Q3 2024 Added 2.04%
$483M
$1.81 Million 0.15% of portfolio
106,380
Q3 2024 New
$145B
$1.78 Million 0.15% of portfolio
4,924
Q3 2024 Added 25.48%
$59.3B
$1.7 Million 0.14% of portfolio
6,834
Q3 2024 Added 80.17%
$154B
$1.75 Million 0.14% of portfolio
8,461
Q3 2024 Added 13.59%
$148B
$1.67 Million 0.14% of portfolio
14,182
Q3 2024 Added 28.8%
$134B
$1.66 Million 0.14% of portfolio
3,984
Q3 2024 Added 2.28%
$13.2B
$1.61 Million 0.13% of portfolio
39,126
Q3 2024 Added 33.81%
$120B
$1.53 Million 0.13% of portfolio
3,300
Q3 2024 Added 10.74%
$43.5B
$1.56 Million 0.13% of portfolio
13,107
Q3 2024 Added 8.09%
$15.8B
$1.54 Million 0.13% of portfolio
40,513
Q3 2024 Added 8.0%
$159B
$1.54 Million 0.13% of portfolio
1,619
Q3 2024 Added 4.05%
$21.5B
$1.5 Million 0.12% of portfolio
8,325
Q3 2024 Added 25.38%
$0
$1.44 Million 0.12% of portfolio
10,656
Q3 2024 Added 0.59%
$208B
$1.51 Million 0.12% of portfolio
19,435
Q3 2024 Added 3.12%
$43.1B
$1.41 Million 0.12% of portfolio
28,458
Q3 2024 Added 12.85%
$0
$1.4 Million 0.12% of portfolio
4,117
Q3 2024 Added 30.49%
$0
$1.5 Million 0.12% of portfolio
25,937
Q3 2024 Added 51.78%
$82.6B
$1.43 Million 0.12% of portfolio
7,747
Q3 2024 Added 1.18%
$190B
$1.42 Million 0.12% of portfolio
2,892
Q3 2024 Added 3.29%
$10.2B
$1.49 Million 0.12% of portfolio
1,825
Q3 2024 Added 4.41%

Summary

  • Portfolio
  • No. of Stocks 407
  • Current Value $1.21 Billion
  • Prior Value $965 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 56 stocks
  • Additional Purchases 289 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 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