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
$52.8B
$1.19 Million 0.1% of portfolio
28,899
Q1 2025 Added 2.75%
$0
$1.26 Million 0.1% of portfolio
13,253
Q3 2024 Added 0.76%
$41B
$1.15 Million 0.1% of portfolio
13,965
Q1 2025 Reduced 1.39%
$58.6B
$1.24 Million 0.1% of portfolio
5,234
Q1 2025 Reduced 21.92%
$59.8B
$1.23 Million 0.1% of portfolio
7,188
Q1 2025 Added 2.1%
$57.9B
$1.24 Million 0.1% of portfolio
11,817
Q1 2025 Reduced 11.48%
$36.3B
$1.19 Million 0.1% of portfolio
16,836
Q1 2025 Added 7.8%
$6.78B
$1.05 Million 0.09% of portfolio
8,425
Q1 2025 Added 1.32%
$19B
$1.04 Million 0.09% of portfolio
9,191
Q1 2025 Added 5.75%
$135B
$1.13 Million 0.09% of portfolio
10,127
Q1 2025 Reduced 6.33%
$5.84B
$1.08 Million 0.09% of portfolio
120,000
Q3 2024 New
$97.5B
$1.05 Million 0.09% of portfolio
7,531
Q1 2025 Reduced 7.14%
$61.1B
$1.08 Million 0.09% of portfolio
3,646
Q1 2025 Added 3.58%
$0
$1.14 Million 0.09% of portfolio
3,400
Q1 2025 Added 102.74%
$0
$1.09 Million 0.09% of portfolio
11,988
Q1 2025 Added 262.5%
$136B
$990,000 0.08% of portfolio
4,192
Q1 2025 Added 5.41%
$55.5B
$920,000 0.08% of portfolio
4,844
Q1 2025 Reduced 0.02%
$36.3B
$970,000 0.08% of portfolio
9,781
Q1 2025 Reduced 1.01%
$0
$983,000 0.08% of portfolio
10,500
Q1 2025 Reduced 13.57%
$76.1B
$955,000 0.08% of portfolio
1,866
Q1 2025 Added 1.97%
$0
$982,000 0.08% of portfolio
8,115
Q1 2025 Reduced 8.33%
$0
$1 Million 0.08% of portfolio
50,607
Q1 2025 New
$0
$919,000 0.08% of portfolio
7,823
Q1 2025 Reduced 0.09%
$97.8B
$1.02 Million 0.08% of portfolio
3,855
Q1 2025 Added 58.51%
$32.7B
$1.01 Million 0.08% of portfolio
11,703
Q1 2025 Added 9.13%
$133B
$992,000 0.08% of portfolio
3,651
Q1 2025 Added 1.78%
$0
$913,000 0.08% of portfolio
7,253
Q4 2024 Added 2.98%
$0
$1.01 Million 0.08% of portfolio
22,280
Q1 2025 Added 4.26%
$514B
$915,000 0.08% of portfolio
1,670
Q1 2025 Reduced 6.6%
$84.1B
$940,000 0.08% of portfolio
2,198
Q1 2025 Added 0.96%
$0
$822,000 0.07% of portfolio
13,565
Q1 2025 Reduced 12.93%
$205B
$822,000 0.07% of portfolio
8,008
Q1 2025 Added 2.14%
$258B
$803,000 0.07% of portfolio
4,016
Q1 2025 Added 7.61%
$198B
$874,000 0.07% of portfolio
1,099
Q1 2025 Added 3.97%
$0
$806,000 0.07% of portfolio
7,650
Q1 2025 Reduced 0.12%
$72.6B
$812,000 0.07% of portfolio
2,037
Q1 2025 Reduced 0.49%
$0
$847,000 0.07% of portfolio
19,500
Q1 2025 Reduced 6.16%
$0
$827,000 0.07% of portfolio
6,473
Q1 2025 Reduced 4.77%
$78.8B
$849,000 0.07% of portfolio
5,783
Q1 2025 Reduced 7.99%
$12.4B
$816,000 0.07% of portfolio
6,189
Q1 2025 Reduced 0.94%
$55.2B
$844,000 0.07% of portfolio
45,405
Q1 2025 Reduced 8.36%
$73.6B
$886,000 0.07% of portfolio
9,463
Q1 2025 Added 4.62%
$126B
$851,000 0.07% of portfolio
8,916
Q4 2024 Reduced 0.17%
$88.2B
$810,000 0.07% of portfolio
35,680
Q1 2025 Reduced 12.16%
$0
$822,000 0.07% of portfolio
9,939
Q1 2025 Reduced 0.61%
$1.11T
$804,000 0.07% of portfolio
4,848
Q1 2025 Added 4.89%
$86.2B
$830,000 0.07% of portfolio
1,783
Q1 2025 Added 3.84%
$123B
$834,000 0.07% of portfolio
1,227
Q1 2025 Added 3.37%
$32.8B
$891,000 0.07% of portfolio
8,184
Q1 2025 Added 3.75%

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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