Sound-View-Wealth-Advisors-Group

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-08
Total Holdings
406
Total Value
1209776288
Accession Number
0001765380-25-000197
Form Type
13F-HR
Manager Name
Sound-View-Wealth-Advisors-Group
Data Enrichment
82% identified
333 identified73 unidentified

Holdings

406 positions
Manager:
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Page 1 of 21
Apple Inc.
Shares:287.9K
Value:$64.0M
46434VBD1
Shares:2.1M
Value:$52.4M
MICROSOFT CORP
Shares:91.7K
Value:$34.4M
46435GAA0
Shares:1.4M
Value:$34.1M
46435UAA9
Shares:1.2M
Value:$28.0M
NVIDIA CORP
Shares:231.6K
Value:$25.1M
33740F755
Shares:822.8K
Value:$24.4M
ELI LILLY & Co
Shares:29.2K
Value:$24.1M
46435U515
Shares:952.1K
Value:$24.1M
808524201
Shares:956.2K
Value:$21.1M
922908363
Shares:38.9K
Value:$20.0M
922908769
Shares:71.0K
Value:$19.5M
46436E205
Shares:817.2K
Value:$18.9M
921908844
Shares:91.6K
Value:$17.8M
AMAZON COM INC
Shares:87.4K
Value:$16.6M
46436E726
Shares:757.6K
Value:$16.5M
46436E486
Shares:770.5K
Value:$16.0M
808524797
Shares:547.5K
Value:$15.3M
JPMORGAN CHASE & CO
Shares:62.3K
Value:$15.3M
PROCTER & GAMBLE Co
Shares:84.8K
Value:$14.4M