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
$141B
$3.01 Million 0.23% of portfolio
27,134
Q2 2025 Added 167.94%
$166B
$2.89 Million 0.22% of portfolio
13,010
Q2 2025 Reduced 0.85%
$49.2B
$2.93 Million 0.22% of portfolio
16,811
Q2 2025 Added 1.94%
$126B
$2.93 Million 0.22% of portfolio
33,656
Q2 2025 Added 1.71%
$0
$3 Million 0.22% of portfolio
33,332
Q2 2025 Added 13.25%
$0
$2.86 Million 0.21% of portfolio
112,390
Q2 2025 Added 26.63%
$5.12B
$2.69 Million 0.2% of portfolio
39,293
Q2 2025 New
$163B
$2.67 Million 0.2% of portfolio
21,620
Q2 2025 Added 21.87%
$547B
$2.53 Million 0.19% of portfolio
1,891
Q2 2025 Added 4.88%
$44.6B
$2.57 Million 0.19% of portfolio
13,738
Q2 2025 Added 30.32%
$93.2B
$2.59 Million 0.19% of portfolio
21,958
Q2 2025 Reduced 2.04%
$0
$2.61 Million 0.19% of portfolio
9,312
Q2 2025 Added 0.34%
$313B
$2.37 Million 0.18% of portfolio
29,539
Q2 2025 Added 301.18%
$186B
$2.37 Million 0.18% of portfolio
54,880
Q2 2025 Added 1.64%
$55.3B
$2.39 Million 0.18% of portfolio
23,072
Q2 2025 Added 5.98%
$0
$2.41 Million 0.18% of portfolio
45,627
Q2 2025 Added 0.24%
$0
$2.33 Million 0.17% of portfolio
42,272
Q2 2025 Added 11.67%
$80.6B
$2.22 Million 0.17% of portfolio
8,965
Q2 2025 Added 1.9%
$39.4B
$2.09 Million 0.16% of portfolio
30,666
Q2 2025 Added 82.15%
$185B
$2.12 Million 0.16% of portfolio
5,229
Q2 2025 Added 25.16%
$0
$2.16 Million 0.16% of portfolio
21,412
Q2 2025 Reduced 6.15%
$115B
$2.16 Million 0.16% of portfolio
5,647
Q2 2025 Reduced 23.28%
$0
$2.17 Million 0.16% of portfolio
221,829
Q2 2025 Reduced 3.74%
$76.9B
$2.19 Million 0.16% of portfolio
14,218
Q2 2025 Added 290.18%
$0
$2.19 Million 0.16% of portfolio
13,298
Q2 2025 Reduced 9.02%
$0
$1.99 Million 0.15% of portfolio
64,876
Q2 2025 Reduced 2.77%
$142B
$2.02 Million 0.15% of portfolio
8,659
Q2 2025 Reduced 1.25%
$142B
$2.03 Million 0.15% of portfolio
3,995
Q2 2025 Added 0.28%
$86.1B
$2.05 Million 0.15% of portfolio
30,351
Q2 2025 Reduced 2.58%
$88.5B
$2.05 Million 0.15% of portfolio
8,959
Q2 2025 Added 0.2%
$29.2B
$2.07 Million 0.15% of portfolio
39,888
Q2 2025 Added 5.61%
$44B
$1.87 Million 0.14% of portfolio
12,967
Q2 2025 Reduced 21.18%
$135B
$1.92 Million 0.14% of portfolio
79,168
Q2 2025 Reduced 26.44%
$60.8B
$1.94 Million 0.14% of portfolio
9,459
Q2 2025 Added 31.59%
$58.5B
$1.78 Million 0.13% of portfolio
28,562
Q2 2025 Added 0.37%
$0
$1.77 Million 0.13% of portfolio
4,472
Q2 2025 Added 31.53%
$124B
$1.69 Million 0.13% of portfolio
3,647
Q2 2025 Reduced 0.71%
$47.2B
$1.57 Million 0.12% of portfolio
6,537
Q2 2025 New
$0
$1.55 Million 0.12% of portfolio
7,975
Q2 2025 Reduced 1.54%
$70.9B
$1.58 Million 0.12% of portfolio
1,992
Q2 2025 Reduced 16.55%
$19.8B
$1.6 Million 0.12% of portfolio
48,622
Q2 2025 Added 0.7%
$242B
$1.6 Million 0.12% of portfolio
5,876
Q2 2025 Reduced 7.1%
$99.4B
$1.61 Million 0.12% of portfolio
3,624
Q2 2025 Added 2.66%
$0
$1.43 Million 0.11% of portfolio
30,370
Q2 2025 Reduced 1.1%
$143B
$1.45 Million 0.11% of portfolio
40,751
Q2 2025 Reduced 7.99%
$444B
$1.46 Million 0.11% of portfolio
2
Q2 2022 New
$153B
$1.51 Million 0.11% of portfolio
2,773
Q2 2025 Reduced 4.25%
$0
$1.53 Million 0.11% of portfolio
13,854
Q2 2025 Added 0.01%
$47.7B
$1.53 Million 0.11% of portfolio
10,496
Q2 2025 Reduced 1.1%

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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