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 • $1.2B total value
Manager:
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Page 21 of 21
PIMCO CORPORATE & INCOME STRATEGY FUND
Shares:12.1K
Value:$165.5K
% of Portfolio:0.0% ($165.5K/$1.2B)
Nuveen Municipal Credit Income Fund
Shares:13.0K
Value:$159.4K
% of Portfolio:0.0% ($159.4K/$1.2B)
BLACKROCK CREDIT ALLOCATION INCOME TRUST
Shares:14.0K
Value:$149.8K
% of Portfolio:0.0% ($149.8K/$1.2B)
BLACKROCK MUNIYIELD QUALITY FUND III, INC.
Shares:10.2K
Value:$112.6K
% of Portfolio:0.0% ($112.6K/$1.2B)
Tesla, Inc.
Shares:3.7K
Value:$101.4K
% of Portfolio:0.0% ($101.4K/$1.2B)
Butterfly Network, Inc.
Shares:16.0K
Value:$36.5K
% of Portfolio:0.0% ($36.5K/$1.2B)