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
$2.59B
$816,000 0.07% of portfolio
5,393
Q4 2023 Reduced 0.64%
$3.47B
$899,000 0.07% of portfolio
18,975
Q1 2025 Added 12.46%
$0
$891,000 0.07% of portfolio
16,035
Q1 2025 Added 1.14%
$0
$710,000 0.06% of portfolio
13,984
Q1 2025 Added 0.21%
$149B
$724,000 0.06% of portfolio
4,992
Q1 2025 Added 12.18%
$224B
$742,000 0.06% of portfolio
6,363
Q1 2025 Added 11.85%
$0
$712,000 0.06% of portfolio
6,813
Q1 2025 Added 5.96%
$70.8B
$674,000 0.06% of portfolio
3,839
Q1 2025 Reduced 50.63%
$0
$707,000 0.06% of portfolio
17,170
Q1 2023 New
$67.8B
$689,000 0.06% of portfolio
23,433
Q1 2025 Added 0.35%
$24.9B
$744,000 0.06% of portfolio
4,351
Q1 2025 Added 7.72%
$0
$672,000 0.06% of portfolio
17,323
Q1 2025 Reduced 0.29%
$217B
$730,000 0.06% of portfolio
1,338
Q1 2025 Reduced 8.17%
$0
$742,000 0.06% of portfolio
3,511
Q1 2025 Added 1.33%
$63.9B
$771,000 0.06% of portfolio
12,534
Q1 2025 Added 3.48%
$58.4B
$707,000 0.06% of portfolio
11,164
Q1 2025 Reduced 3.62%
$62.1B
$686,000 0.06% of portfolio
2,596
Q1 2025 Reduced 10.48%
$0
$644,000 0.05% of portfolio
2,907
Q1 2025 Reduced 21.75%
$0
$618,000 0.05% of portfolio
2,422
Q1 2025 Added 2.02%
$0
$613,000 0.05% of portfolio
10,519
Q1 2025 Added 19.86%
$5.78B
$548,000 0.05% of portfolio
9,960
Q1 2025 Added 6.42%
$0
$553,000 0.05% of portfolio
6,769
Q1 2025 Reduced 14.54%
$31B
$549,000 0.05% of portfolio
2,257
Q1 2025 Reduced 63.33%
$0
$607,000 0.05% of portfolio
6,705
Q1 2025 Added 0.09%
$0
$638,000 0.05% of portfolio
6,832
Q1 2025 Reduced 0.77%
$71B
$558,000 0.05% of portfolio
3,644
Q1 2025 Added 2.04%
$0
$555,000 0.05% of portfolio
11,723
Q1 2025 Added 4.59%
$117B
$573,000 0.05% of portfolio
1,899
Q1 2025 Added 1.23%
$0
$652,000 0.05% of portfolio
10,771
Q1 2025 Reduced 17.89%
$51.4B
$603,000 0.05% of portfolio
3,631
Q1 2025 Reduced 26.78%
$104B
$597,000 0.05% of portfolio
1,695
Q1 2025 Added 1.99%
$303B
$595,000 0.05% of portfolio
899
Q1 2025 Added 35.8%
$64.3B
$601,000 0.05% of portfolio
14,256
Q1 2025 Added 20.25%
$12.2B
$543,000 0.05% of portfolio
4,910
Q1 2025 Reduced 0.53%
$24.7B
$619,000 0.05% of portfolio
17,144
Q1 2025 Reduced 8.06%
$0
$572,000 0.05% of portfolio
9,462
Q1 2023 New
$78.4B
$468,000 0.04% of portfolio
1,935
Q1 2025 Reduced 0.1%
$68.4B
$510,000 0.04% of portfolio
134
Q1 2025 Reduced 11.84%
$35.6B
$435,000 0.04% of portfolio
7,506
Q1 2025 Added 11.8%
$284B
$528,000 0.04% of portfolio
7,363
Q1 2025 Added 1.59%
$27.3B
$542,000 0.04% of portfolio
2,611
Q1 2025 Reduced 1.14%
$0
$487,000 0.04% of portfolio
5,679
Q1 2025 Reduced 9.27%
$6.19B
$525,000 0.04% of portfolio
7,140
Q4 2023 Reduced 11.21%
$14.1B
$422,000 0.04% of portfolio
831
Q1 2025 Reduced 7.46%
$0
$489,000 0.04% of portfolio
9,829
Q4 2024 Added 8.24%
$62.7B
$462,000 0.04% of portfolio
5,759
Q1 2025 Added 3.47%
$197B
$539,000 0.04% of portfolio
19,068
Q1 2025 Reduced 27.22%
$0
$493,000 0.04% of portfolio
6,777
Q1 2025 Reduced 5.06%
$0
$437,000 0.04% of portfolio
8,162
Q1 2025 Reduced 32.79%

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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