Sound View Wealth Advisors Group, LLC
CIK:0001784777
Investment Adviser
$1B AUM
423 holdings
Savannah, GA, USA
Sound View Wealth Advisors Group, LLC is a registered investment advisory firm offering financial planning, consulting, and investment management services to retail investors.
Investment Strategy
The firm provides investment management services using investment models designed for each client based on their objectives and risk parameters.
Top Buys
N
NVDANVIDIA CORPORATION+$12.6M
M
MSFTMICROSOFT CORP+$12.4M
B
BMYBRISTOL-MYERS SQUIBB CO+$10.8M
A
AVGOBROADCOM INC+$9.2M
I
IBDRISHARES TR+$7.4M
Top Sells
I
IBDQISHARES TR-$6.4M
L
LLYELI LILLY & CO-$5.9M
I
IBTFISHARES TR-$4.9M
A
AAPLAPPLE INC-$3.7M
P
PFGPRINCIPAL FINANCIAL GROUP IN-$1.5M
Top Holdings
A
AAPLAPPLE INC+4.5%$60.3M
M
MSFTMICROSOFT CORP+3.5%$46.8M
I
IBDQISHARES TR+3.4%$46.0M
I
IBDRISHARES TR+3.1%$41.5M
N
NVDANVIDIA CORPORATION+2.8%$37.7M
Equity Positions (421)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 4.45% | $60.3M | 293,761 | $146.32 | $205.17 | -$3.7M |
M MSFT | MICROSOFT CORP | 3.46% | $46.8M | 94,120 | $232.45 | $497.41 | +$12.4M |
I IBDQ | ISHARES TR | 3.40% | $46.0M | 1,827,757 | $25.16 | $25.18 | -$6.4M |
I IBDR | ISHARES TR | 3.07% | $41.5M | 1,710,809 | $24.46 | $24.25 | +$7.4M |
N NVDA | NVIDIA CORPORATION | 2.78% | $37.7M | 238,400 | $41.86 | $157.99 | +$12.6M |
Industry Allocation
PHARMACEUTICAL PREPARATIONS
+5.4%
SEMICONDUCTORS & RELATED DEVICES
+5.0%
SERVICES-PREPACKAGED SOFTWARE
+4.5%
ELECTRONIC COMPUTERS
+4.5%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+3.0%