Sound View Wealth Advisors Group, LLC Portfolio Holdings
Sound View Wealth Advisors Group, LLC
- $1.47 Billion
- Q4 2025
Sound View Wealth Advisors Group, LLC has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.47 Billion distributed in 416 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $74.8M, Ishares Tr Ibonds Dec 2027 Ter with a value of $48.1M, Ishares Tr Ibonds Dec 2026 Ter with a value of $47.8M, Microsoft Corp with a value of $47.1M, and Nvidia Corp with a value of $42.6M.
Examining the 13F form we can see an increase of $35.2M in the current position value, from $1.43B to 1.47B.
Below you can find more details about Sound View Wealth Advisors Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.47 Billion
ETFs: $647 Million
Technology: $243 Million
Healthcare: $118 Million
Financial Services: $91.3 Million
Consumer Cyclical: $67.1 Million
Consumer Defensive: $62.8 Million
Industrials: $56.7 Million
Communication Services: $53.2 Million
Other: $71.7 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 416
- Current Value $1.47 Billion
- Prior Value $1.43 Billion
- Filing
- Period Q4 2025
- Filing Date January 08, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 21 stocks
- Additional Purchases 145 stocks
- Sold out of 0 stocks
- Reduced holdings in 196 stocks