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Sound View Wealth Advisors Group, LLC
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.
Latest 13F Filing Activity
Sound View Wealth Advisors Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 421 equity positions with a total 13F market value of $1B. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Bristol-myers Squibb Co. among other positions. Sound View Wealth Advisors Group, LLC reduced exposure to Ishares TR, Eli Lilly & Co., Ishares TR among others.
Top Holdings
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
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