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
$0
$472,000 0.04% of portfolio
3,727
Q2 2025 Reduced 3.55%
$19.1B
$491,000 0.04% of portfolio
1,006
Q2 2025 Reduced 0.89%
$40.9B
$490,000 0.04% of portfolio
4,975
Q2 2025 Reduced 3.15%
$0
$489,000 0.04% of portfolio
5,493
Q2 2025 Reduced 54.18%
$20.2B
$482,000 0.04% of portfolio
6,075
Q2 2025 Reduced 74.22%
$90.5B
$475,000 0.04% of portfolio
1,439
Q2 2025 Reduced 0.28%
$0
$475,000 0.04% of portfolio
18,741
Q2 2025 Added 6.2%
$0
$531,000 0.04% of portfolio
6,385
Q2 2025 Reduced 5.78%
$0
$601,000 0.04% of portfolio
12,614
Q2 2025 Added 7.6%
$59.4B
$599,000 0.04% of portfolio
3,732
Q2 2025 Added 2.78%
$0
$584,000 0.04% of portfolio
6,892
Q2 2025 Added 0.88%
$158B
$577,000 0.04% of portfolio
9,433
Q2 2025 Added 33.37%
$73.7B
$576,000 0.04% of portfolio
12,741
Q2 2025 Reduced 10.63%
$85B
$569,000 0.04% of portfolio
2,085
Q2 2025 Added 1.56%
$26.2B
$556,000 0.04% of portfolio
16,414
Q2 2025 Reduced 4.26%
$0
$532,000 0.04% of portfolio
14,725
Q2 2025 Reduced 5.66%
$177B
$392,000 0.03% of portfolio
744
Q2 2025 Added 1.22%
$0
$390,000 0.03% of portfolio
4,907
Q2 2025 Added 10.97%
$95.3B
$389,000 0.03% of portfolio
1,265
Q2 2025 Reduced 11.66%
$92.4B
$388,000 0.03% of portfolio
888
Q2 2025 Added 20.16%
$39B
$388,000 0.03% of portfolio
2,312
Q2 2025 Reduced 5.75%
$126B
$393,000 0.03% of portfolio
8,309
Q2 2025 Reduced 6.81%
$0
$394,000 0.03% of portfolio
5,195
Q1 2023 New
$119B
$395,000 0.03% of portfolio
4,407
Q2 2025 Added 2.85%
$46B
$398,000 0.03% of portfolio
36,717
Q2 2025 Added 1.48%
$10.7B
$399,000 0.03% of portfolio
6,105
Q1 2024 Reduced 1.44%
$41.8B
$400,000 0.03% of portfolio
5,290
Q2 2025 Added 1.01%
$19.7B
$401,000 0.03% of portfolio
3,308
Q2 2025 Added 3.41%
$46.5B
$387,000 0.03% of portfolio
4,950
Q2 2025 Added 0.73%
$91.8B
$383,000 0.03% of portfolio
1,734
Q2 2025 Added 0.52%
$37.9B
$375,000 0.03% of portfolio
1,547
Q1 2025 Added 0.19%
$64B
$363,000 0.03% of portfolio
3,046
Q2 2025 Added 22.53%
$10.2B
$356,000 0.03% of portfolio
4,832
Q2 2025 New
$42.2B
$362,000 0.03% of portfolio
2,447
Q2 2025 Added 0.12%
$0
$360,000 0.03% of portfolio
2,666
Q2 2025 Reduced 20.08%
$167B
$354,000 0.03% of portfolio
3,881
Q2 2025 Added 3.27%
$11.2B
$350,000 0.03% of portfolio
3,567
Q2 2025 Reduced 9.17%
$221B
$341,000 0.03% of portfolio
59
Q2 2025 Added 5.36%
$59.1B
$337,000 0.03% of portfolio
2,621
Q2 2025 Reduced 76.22%
$53.5B
$364,000 0.03% of portfolio
2,115
Q2 2025 Added 25.74%
$34.1B
$370,000 0.03% of portfolio
1,514
Q2 2025 Added 31.2%
$0
$373,000 0.03% of portfolio
5,955
Q2 2025 Reduced 0.32%
$14.3B
$373,000 0.03% of portfolio
1,523
Q2 2025 Reduced 5.52%
$34.7B
$402,000 0.03% of portfolio
14,317
Q2 2025 Added 0.7%
$74.4B
$464,000 0.03% of portfolio
1,194
Q2 2025 Added 0.51%
$0
$445,000 0.03% of portfolio
11,943
Q1 2025 Reduced 1.13%
$91.1B
$445,000 0.03% of portfolio
6,270
Q2 2025 Added 35.13%
$0
$448,000 0.03% of portfolio
20,133
Q2 2025 Added 7.58%
$36.9B
$448,000 0.03% of portfolio
7,785
Q2 2025 Added 3.72%

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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