Sound View Wealth Advisors Group, LLC Portfolio Holdings
Sound View Wealth Advisors Group, LLC
- $1.43 Billion
- Q3 2025
Sound View Wealth Advisors Group, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.43 Billion distributed in 425 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $74.5M, Microsoft Corp with a value of $48M, Nvidia Corp with a value of $43.4M, Ishares Tr Ibonds Dec 2026 Ter with a value of $42.8M, and Ishares Ibonds Dec 2025 Term C with a value of $41.4M.
Examining the 13F form we can see an increase of $95.5M in the current position value, from $1.34B to 1.43B.
Below you can find more details about Sound View Wealth Advisors Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.43 Billion
ETFs: $625 Million
Technology: $239 Million
Healthcare: $110 Million
Financial Services: $93.7 Million
Consumer Cyclical: $69.7 Million
Consumer Defensive: $66.4 Million
Industrials: $59.1 Million
Communication Services: $54 Million
Other: $71.9 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 425
- Current Value $1.43 Billion
- Prior Value $1.34 Billion
- Filing
- Period Q3 2025
- Filing Date November 10, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 13 stocks
- Additional Purchases 150 stocks
- Sold out of 0 stocks
- Reduced holdings in 208 stocks