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
$39.9B
$426,000 0.04% of portfolio
4,128
Q1 2025 Added 0.12%
$50.8B
$487,000 0.04% of portfolio
11,652
Q1 2025 Added 3.93%
$213B
$451,000 0.04% of portfolio
736
Q1 2025 Reduced 51.83%
$0
$535,000 0.04% of portfolio
3,322
Q1 2025 Reduced 1.48%
$119B
$450,000 0.04% of portfolio
4,285
Q1 2025 Reduced 38.44%
$0
$525,000 0.04% of portfolio
7,706
Q1 2025 Added 62.78%
$193B
$422,000 0.04% of portfolio
1,355
Q1 2025 Reduced 15.84%
$0
$446,000 0.04% of portfolio
4,634
Q1 2025 Reduced 1.76%
$0
$505,000 0.04% of portfolio
3,350
Q1 2025 Added 0.03%
$0
$507,000 0.04% of portfolio
15,609
Q1 2025 Reduced 2.38%
$43.8B
$536,000 0.04% of portfolio
5,137
Q1 2025 Added 9.27%
$10.2B
$464,000 0.04% of portfolio
3,927
Q1 2025 Reduced 12.13%
$83.6B
$489,000 0.04% of portfolio
2,053
Q1 2025 Added 3.37%
$100B
$488,000 0.04% of portfolio
2,831
Q1 2025 Added 5.44%
$0
$463,000 0.04% of portfolio
9,761
Q1 2025 Added 4.12%
$0
$424,000 0.04% of portfolio
17,647
Q1 2025 Added 5.67%
$0
$443,000 0.04% of portfolio
3,864
Q1 2025 Reduced 0.51%
$5.65B
$453,000 0.04% of portfolio
12,632
Q1 2025 Reduced 5.48%
$90B
$516,000 0.04% of portfolio
1,188
Q1 2025 Added 24.27%
$152B
$537,000 0.04% of portfolio
7,571
Q1 2025 Reduced 1.19%
$0
$425,000 0.04% of portfolio
11,943
Q1 2025 Reduced 1.13%
$3.77B
$519,000 0.04% of portfolio
12,743
Q1 2025 Reduced 30.14%
$37.6B
$399,000 0.03% of portfolio
6,982
Q1 2025 Reduced 21.47%
$1.82B
$310,000 0.03% of portfolio
4,863
Q1 2025 Added 18.84%
$30.8B
$305,000 0.03% of portfolio
1,154
Q1 2025 Added 5.77%
$0
$415,000 0.03% of portfolio
18,714
Q1 2025 Added 4.61%
$48.1B
$385,000 0.03% of portfolio
1,682
Q1 2025 Added 8.94%
$17.8B
$302,000 0.03% of portfolio
937
Q1 2025 Reduced 5.73%
$164B
$373,000 0.03% of portfolio
735
Q1 2025 Added 45.54%
$0
$308,000 0.03% of portfolio
2,579
Q1 2025 Reduced 19.1%
$6.97B
$371,000 0.03% of portfolio
7,941
Q4 2024 Added 3.13%
$44.4B
$337,000 0.03% of portfolio
1,077
Q1 2025 Added 5.48%
$142B
$370,000 0.03% of portfolio
1,807
Q1 2025 Added 3.91%
$38.4B
$375,000 0.03% of portfolio
1,872
Q1 2025 Added 6.61%
$0
$383,000 0.03% of portfolio
8,214
Q1 2025 Reduced 17.77%
$36.7B
$375,000 0.03% of portfolio
1,547
Q1 2025 Added 0.19%
$19.2B
$334,000 0.03% of portfolio
11,441
Q1 2025 Added 0.35%
$15.3B
$315,000 0.03% of portfolio
4,572
Q1 2025 Reduced 28.25%
$0
$394,000 0.03% of portfolio
5,195
Q1 2023 New
$17.8B
$322,000 0.03% of portfolio
1,015
Q3 2024 New
$74B
$377,000 0.03% of portfolio
4,496
Q1 2025 Added 0.22%
$52.9B
$312,000 0.03% of portfolio
1,508
Q1 2025 Added 12.79%
$0
$367,000 0.03% of portfolio
3,016
Q4 2024 Reduced 7.94%
$39.4B
$384,000 0.03% of portfolio
2,444
Q1 2025 Added 4.89%
$0
$340,000 0.03% of portfolio
4,500
Q4 2022 New
$58.1B
$327,000 0.03% of portfolio
1,345
Q1 2025 Reduced 4.41%
$9.85B
$377,000 0.03% of portfolio
6,105
Q1 2024 Reduced 1.44%
$37.5B
$392,000 0.03% of portfolio
5,237
Q1 2025 Reduced 6.7%
$75.7B
$347,000 0.03% of portfolio
1,937
Q1 2025 Added 0.52%

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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