Sound View Wealth Advisors Group, LLC Portfolio Holdings

Sound View Wealth Advisors Group, LLC

  • $1.21 Billion
  • Q3 2024

Sound View Wealth Advisors Group, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.21 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 $71.9M, Ishares Ibonds Dec 2025 Term C with a value of $40.1M, Microsoft Corp with a value of $37.4M, Ishares Tr Ibonds Dec 2026 Ter with a value of $28.5M, and Nvidia Corp with a value of $26.2M.

Examining the 13F form we can see an increase of $250M in the current position value, from $965M to 1.21B.

Below you can find more details about Sound View Wealth Advisors Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.21 Billion
ETFs: $524 Million
Technology: $188 Million
Healthcare: $109 Million
Financial Services: $76.8 Million
Consumer Defensive: $69.8 Million
Consumer Cyclical: $64.8 Million
Industrials: $50.2 Million
Communication Services: $33.4 Million
Other: $69.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$282B
$6.07 Million 0.5% of portfolio
41,210
Q3 2024 Added 9.6%
$252B
$5.86 Million 0.48% of portfolio
51,610
Q3 2024 Added 6.44%
$1.37T
$5.86 Million 0.48% of portfolio
10,235
Q3 2024 Added 28.26%
$0
$5.57 Million 0.46% of portfolio
63,229
Q3 2024 Added 14.17%
$191B
$5.44 Million 0.45% of portfolio
44,821
Q3 2024 Added 118.28%
$424B
$5.41 Million 0.45% of portfolio
6,107
Q3 2024 Added 17.06%
$211B
$5.32 Million 0.44% of portfolio
31,311
Q3 2024 Added 9.46%
$0
$5.12 Million 0.42% of portfolio
29,319
Q3 2024 Added 4.33%
$0
$4.98 Million 0.41% of portfolio
61,643
Q3 2024 Added 70.4%
$74.6B
$4.46 Million 0.37% of portfolio
40,811
Q3 2024 Added 2.37%
$194B
$4.46 Million 0.37% of portfolio
11,408
Q3 2024 Added 16.91%
$0
$4.46 Million 0.37% of portfolio
15,792
Q3 2024 Added 16.38%
$44.6B
$4.25 Million 0.35% of portfolio
29,860
Q3 2024 Added 3.35%
$473B
$4.27 Million 0.35% of portfolio
7,298
Q3 2024 Added 15.46%
$227B
$4.29 Million 0.35% of portfolio
15,805
Q3 2024 Added 24.5%
$0
$4.17 Million 0.34% of portfolio
13,252
Q3 2024 Added 41.78%
$65.2B
$4.03 Million 0.33% of portfolio
36,071
Q3 2024 Added 0.9%
$0
$4.05 Million 0.33% of portfolio
53,229
Q3 2024 Added 64.43%
$0
$4.01 Million 0.33% of portfolio
39,575
Q3 2024 Added 23.99%
$143B
$3.91 Million 0.32% of portfolio
46,288
Q3 2024 Added 4.12%
$155B
$3.88 Million 0.32% of portfolio
14,323
Q3 2024 Added 128.18%
$179B
$3.88 Million 0.32% of portfolio
22,798
Q3 2024 Added 6.46%
$73B
$3.9 Million 0.32% of portfolio
12,903
Q3 2024 Added 13.06%
$462B
$3.88 Million 0.32% of portfolio
22,778
Q3 2024 Added 10.96%
$29.5B
$3.88 Million 0.32% of portfolio
90,462
Q3 2024 Added 22.69%
$95.8B
$3.75 Million 0.31% of portfolio
73,553
Q3 2024 Added 100.89%
$0
$3.59 Million 0.3% of portfolio
134,554
Q3 2024 Added 3.78%
$0
$3.6 Million 0.3% of portfolio
9,385
Q3 2024 Added 12.88%
$0
$3.62 Million 0.3% of portfolio
141,144
Q3 2024 Added 4.0%
$123B
$3.44 Million 0.28% of portfolio
66,527
Q3 2024 Added 8.06%
$344B
$3.42 Million 0.28% of portfolio
12,486
Q3 2024 Added 26.01%
$0
$3.27 Million 0.27% of portfolio
125,369
Q3 2024 Added 2.91%
$66.5B
$3.22 Million 0.27% of portfolio
70,606
Q3 2024 Added 26.86%
$167B
$3.13 Million 0.26% of portfolio
69,648
Q3 2024 Added 4.93%
$0
$3.2 Million 0.26% of portfolio
5,556
Q3 2024 Added 63.08%
$201B
$3.11 Million 0.26% of portfolio
27,243
Q3 2024 Added 17.08%
$169B
$3.16 Million 0.26% of portfolio
75,744
Q3 2024 Added 16.27%
$108B
$3.04 Million 0.25% of portfolio
33,763
Q3 2024 Added 7.33%
$77.1B
$3.06 Million 0.25% of portfolio
15,677
Q3 2024 Added 24.61%
$0
$3.01 Million 0.25% of portfolio
17,958
Q3 2024 Added 67.66%
$83.3B
$3.08 Million 0.25% of portfolio
12,653
Q3 2024 Added 3.03%
$0
$3 Million 0.25% of portfolio
13,586
Q3 2024 Added 25.08%
$172B
$2.93 Million 0.24% of portfolio
24,211
Q3 2024 Added 11.03%
$177B
$2.96 Million 0.24% of portfolio
15,187
Q3 2024 Added 14.33%
$142B
$2.91 Million 0.24% of portfolio
11,474
Q3 2024 Added 15.09%
$61.4B
$2.94 Million 0.24% of portfolio
132,887
Q3 2024 Added 14.22%
$123B
$2.8 Million 0.23% of portfolio
10,112
Q3 2024 Added 1.36%
$0
$2.81 Million 0.23% of portfolio
57,763
Q3 2024 Added 3.81%
$0
$2.77 Million 0.23% of portfolio
108,698
Q3 2024 Added 3.66%

Summary

  • Portfolio
  • No. of Stocks 407
  • Current Value $1.21 Billion
  • Prior Value $965 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 56 stocks
  • Additional Purchases 289 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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