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%
$22.5B
$491,000 0.04% of portfolio
1,006
Q2 2025 Reduced 0.89%
$41.4B
$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%
$20.5B
$482,000 0.04% of portfolio
6,075
Q2 2025 Reduced 74.22%
$80.8B
$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%
$59.8B
$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%
$154B
$577,000 0.04% of portfolio
9,433
Q2 2025 Added 33.37%
$69B
$576,000 0.04% of portfolio
12,741
Q2 2025 Reduced 10.63%
$88.4B
$569,000 0.04% of portfolio
2,085
Q2 2025 Added 1.56%
$26.7B
$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%
$163B
$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%
$91.4B
$389,000 0.03% of portfolio
1,265
Q2 2025 Reduced 11.66%
$100B
$388,000 0.03% of portfolio
888
Q2 2025 Added 20.16%
$51.2B
$388,000 0.03% of portfolio
2,312
Q2 2025 Reduced 5.75%
$119B
$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
$112B
$395,000 0.03% of portfolio
4,407
Q2 2025 Added 2.85%
$50.5B
$398,000 0.03% of portfolio
36,717
Q2 2025 Added 1.48%
$11.4B
$399,000 0.03% of portfolio
6,105
Q1 2024 Reduced 1.44%
$37B
$400,000 0.03% of portfolio
5,290
Q2 2025 Added 1.01%
$17.3B
$401,000 0.03% of portfolio
3,308
Q2 2025 Added 3.41%
$52B
$387,000 0.03% of portfolio
4,950
Q2 2025 Added 0.73%
$84B
$383,000 0.03% of portfolio
1,734
Q2 2025 Added 0.52%
$34.4B
$375,000 0.03% of portfolio
1,547
Q1 2025 Added 0.19%
$65.3B
$363,000 0.03% of portfolio
3,046
Q2 2025 Added 22.53%
$10.5B
$356,000 0.03% of portfolio
4,832
Q2 2025 New
$42.6B
$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%
$171B
$354,000 0.03% of portfolio
3,881
Q2 2025 Added 3.27%
$11B
$350,000 0.03% of portfolio
3,567
Q2 2025 Reduced 9.17%
$198B
$341,000 0.03% of portfolio
59
Q2 2025 Added 5.36%
$50.6B
$337,000 0.03% of portfolio
2,621
Q2 2025 Reduced 76.22%
$51.1B
$364,000 0.03% of portfolio
2,115
Q2 2025 Added 25.74%
$35.7B
$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%
$15.6B
$373,000 0.03% of portfolio
1,523
Q2 2025 Reduced 5.52%
$29.1B
$402,000 0.03% of portfolio
14,317
Q2 2025 Added 0.7%
$76B
$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%
$77.1B
$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%
$34.7B
$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
Track This Portfolio

Track Sound View Wealth Advisors Group, LLC Portfolio

Follow Sound View Wealth Advisors Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound View Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound View Wealth Advisors Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email