Sound View Wealth Advisors Group, LLC has disclosed 407 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-09-30. The current portfolio value is calculated to be $1.23 Bil. The turnover rate is 19%.
In Sound View Wealth Advisors Group, LLC's current portfolio as of 2024-09-30, the top 5 holdings are
Apple Inc (AAPL), iShares iBonds Dec 2025 Term Corporate ETF (IBDQ), Microsoft Corp (MSFT), iShares iBonds Dec 2026 Term Corporate ETF (IBDR), NVIDIA Corp (NVDA), not including call and put options.
Sound View Wealth Advisors Group, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Sound View Wealth Advisors Group, LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Sound View Wealth Advisors Group, LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Sound View Wealth Advisors Group, LLC.