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
$108B
$2.54 Million 0.21% of portfolio
7,361
Q1 2025 Added 2.22%
$0
$2.4 Million 0.2% of portfolio
9,280
Q1 2025 Reduced 3.34%
$52B
$2.38 Million 0.2% of portfolio
21,771
Q1 2025 Added 1.78%
$50.8B
$2.36 Million 0.2% of portfolio
16,491
Q1 2025 Added 0.91%
$175B
$2.45 Million 0.2% of portfolio
53,993
Q1 2025 Reduced 6.44%
$0
$2.38 Million 0.2% of portfolio
45,517
Q1 2025 Reduced 0.21%
$0
$2.44 Million 0.2% of portfolio
29,431
Q1 2025 Added 17.6%
$287B
$2.46 Million 0.2% of portfolio
4,706
Q1 2025 Reduced 6.12%
$0
$2.45 Million 0.2% of portfolio
50,737
Q1 2025 Reduced 6.8%
$0
$2.24 Million 0.19% of portfolio
88,754
Q1 2025 Added 9.68%
$0
$2.28 Million 0.19% of portfolio
230,459
Q1 2025 Reduced 13.43%
$0
$2.33 Million 0.19% of portfolio
22,814
Q1 2025 Reduced 4.58%
$31.4B
$2.26 Million 0.19% of portfolio
37,769
Q1 2025 Reduced 0.7%
$0
$2.35 Million 0.19% of portfolio
14,617
Q1 2025 Reduced 13.71%
$90.9B
$2.11 Million 0.18% of portfolio
31,154
Q1 2025 Reduced 1.15%
$142B
$2.16 Million 0.18% of portfolio
17,740
Q1 2025 Added 1.32%
$0
$2.07 Million 0.17% of portfolio
37,855
Q1 2025 Added 22.51%
$0
$2.05 Million 0.17% of portfolio
66,725
Q1 2025 Reduced 2.85%
$154B
$2.08 Million 0.17% of portfolio
4,178
Q1 2025 Reduced 1.74%
$48.1B
$2.06 Million 0.17% of portfolio
10,542
Q1 2025 Added 3.25%
$95.7B
$2.07 Million 0.17% of portfolio
8,941
Q1 2025 Added 0.72%
$158B
$1.87 Million 0.16% of portfolio
3,984
Q3 2024 Added 2.28%
$80.8B
$1.95 Million 0.16% of portfolio
2,387
Q1 2025 Reduced 0.13%
$18.9B
$1.99 Million 0.16% of portfolio
23,561
Q1 2025 Added 0.51%
$149B
$1.86 Million 0.15% of portfolio
8,769
Q1 2025 Added 0.55%
$544B
$1.68 Million 0.14% of portfolio
1,803
Q1 2025 Added 2.68%
$53.8B
$1.68 Million 0.14% of portfolio
28,458
Q3 2024 Added 12.85%
$132B
$1.67 Million 0.14% of portfolio
19,208
Q1 2025 Added 20.06%
$54.2B
$1.64 Million 0.14% of portfolio
10,613
Q1 2025 Added 1.61%
$115B
$1.71 Million 0.14% of portfolio
3,530
Q1 2025 Added 2.74%
$260B
$1.7 Million 0.14% of portfolio
6,325
Q1 2025 Reduced 13.88%
$704M
$1.72 Million 0.14% of portfolio
102,085
Q1 2025 Reduced 4.36%
$123B
$1.64 Million 0.14% of portfolio
3,673
Q1 2025 Added 1.94%
$151B
$1.63 Million 0.14% of portfolio
44,290
Q1 2025 Reduced 8.04%
$58.9B
$1.61 Million 0.13% of portfolio
42,539
Q1 2025 Added 21.63%
$0
$1.52 Million 0.13% of portfolio
8,100
Q1 2025 Reduced 11.6%
$437B
$1.6 Million 0.13% of portfolio
2
Q2 2022 New
$42.1B
$1.4 Million 0.12% of portfolio
11,020
Q1 2025 Added 11.4%
$72.6B
$1.43 Million 0.12% of portfolio
8,688
Q1 2025 Reduced 2.43%
$27.1B
$1.4 Million 0.12% of portfolio
16,451
Q1 2025 Added 19.24%
$180B
$1.43 Million 0.12% of portfolio
2,896
Q1 2025 Added 1.12%
$55.1B
$1.41 Million 0.12% of portfolio
2,229
Q1 2025 Added 0.09%
$17.4B
$1.5 Million 0.12% of portfolio
48,286
Q4 2024 Added 8.9%
$0
$1.35 Million 0.11% of portfolio
30,708
Q1 2025 Reduced 5.48%
$15B
$1.35 Million 0.11% of portfolio
39,401
Q1 2025 Added 29.34%
$215B
$1.35 Million 0.11% of portfolio
13,633
Q1 2025 Reduced 10.12%
$0
$1.29 Million 0.11% of portfolio
13,853
Q1 2025 Reduced 0.56%
$0
$1.37 Million 0.11% of portfolio
10,185
Q1 2025 Reduced 4.55%
$0
$1.27 Million 0.11% of portfolio
3,901
Q1 2025 Reduced 0.91%

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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