Sound View Wealth Advisors Group, LLC

Investment Portfolio & 13F Holdings Analysis

About

Sound View Wealth Advisors Group, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 406 holdings worth $1.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "KNSA",
  "KRYS",
  "JAZZ",
  null,
  null,
  null,
  null,
  "CCCS",
  null,
  null,
  null,
  null,
  null,
  null,
  "HUM",
  "ATR",
  "MU",
  null,
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "MAIN",
  null,
  "ALL",
  "GOOGL",
  "VDE",
  "AXP",
  null,
  "ASML",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "CP.TO",
  "BTZ",
  "WRB",
  "BSX",
  null,
  null,
  "CCI",
  "COF",
  "CMI",
  null,
  null,
  null,
  "LNC",
  null,
  "DUK",
  "D",
  null,
  null,
  "UTG",
  "FCX",
  "FITB",
  "GD",
  "GILD",
  "GIS",
  "HON",
  "HD",
  "HPQ",
  "AZN",
  null,
  "MCD",
  "INTU",
  null,
  null,
  "UNP",
  "QCOM",
  "ISRG",
  "ITW",
  "AMAT",
  null,
  "EMR",
  "BKNG",
  "NBIX",
  "ICE",
  null,
  null,
  "MUB",
  null,
  "META",
  null,
  null,
  null,
  null,
  "IVW",
  null,
  "PRK",
  "IJH",
  null,
  null,
  null,
  "MYI",
  null,
  "KMI",
  "LRCX",
  "IWS",
  "LIN",
  "PCN",
  "ACR",
  "MMC",
  "SLF",
  "MRVL",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "EQIX",
  "EXC",
  "EVRG",
  "FSS",
  "GE",
  "GPC",
  "NVS",
  "ORLY",
  "BX",
  "HSY",
  "ANSS",
  "IJR",
  "KLAC",
  "IWD",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  "PAYX",
  "VHT",
  null,
  null,
  "IWF",
  null,
  "PANW",
  "PEP",
  "PNC",
  "DNP",
  "PGR",
  "IEMG",
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "MKC",
  null,
  "AMGN",
  "KVUE",
  null,
  "REGN",
  "ROK",
  "IEFA",
  "SPGI",
  "SCHX",
  null,
  null,
  "NOW",
  "SHOP",
  "SLB",
  "SPG",
  "SRE",
  "O",
  "RTX",
  "GLD",
  "STX",
  null,
  null,
  "AMT",
  "RSG",
  "IBM",
  "SSNC",
  "SYK",
  "CI",
  "TXN",
  "TD",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "UBER",
  "UL",
  "UPS",
  "VNQ",
  "VO",
  "MET",
  "DTM",
  "SNV",
  "VOE",
  "SCHW",
  "IVOO",
  "VWO",
  null,
  "USLM",
  null,
  "VIG",
  "TTE",
  "TRGP",
  "TSCO",
  "IWO",
  "WY",
  "IWN",
  "SNY",
  "IEF",
  "TSM",
  "GPN",
  null,
  "VYM",
  "VRTX",
  "EW",
  "TT",
  "VRT",
  "SRPT",
  "MSA",
  null,
  "AON",
  "SFM",
  null,
  "AFL",
  "AMD",
  "SONY",
  "DRI",
  "WSO",
  "F",
  "WEC",
  "EQR",
  "DEO",
  "WM",
  "IWP",
  "IWR",
  "WCN",
  "EFX",
  "CAH",
  "AEP",
  "FHI",
  null,
  "RACE",
  "PEG",
  "DHI",
  "VIGI",
  "AMZN",
  null,
  "HCA",
  null,
  "PFG",
  "SIRI",
  "HII",
  null,
  null,
  "CEF",
  null,
  null,
  "VEU",
  null,
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VFH",
  "VEA",
  null,
  null,
  "VOOG",
  "VBK",
  "BND",
  "VBR",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "WELL",
  "WMB",
  "WWD",
  "XEL",
  "YUM",
  "Z",
  "LNT",
  "DTE",
  "FNF",
  "MTB",
  "SCHD",
  "ET",
  "DVY",
  "SCHF",
  "NSC",
  null,
  null,
  "NXPI",
  "NZF",
  "SO",
  "SJM",
  "PPL",
  "OTIS",
  "PSX",
  "CRM",
  null,
  "SYY",
  "DIA",
  "TPG",
  "SPOT",
  null,
  "GEV",
  "TRI.TO",
  "ZBH",
  "DGRO",
  "MCK",
  "ESGU",
  "FDX",
  "STLA",
  "KMB",
  "ADP",
  "AZO",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BDX",
  null,
  "BMY",
  "BTI",
  "BR",
  "BYRN",
  "BFLY",
  "CDNS",
  "CARR",
  "CCL",
  "CDW",
  "CVX",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "C",
  "CME",
  "KO",
  "FIX",
  "CMCSA",
  "CTSH",
  "CL",
  "COP",
  "STZ",
  "CEG",
  "CPRT",
  "ED",
  "COST",
  "GLW",
  "CRH",
  "CRWD",
  "CVS",
  "CSX",
  "CW",
  "DHR",
  "DDOG",
  "DE",
  null,
  null,
  "DLR",
  "RSP",
  null,
  "EFA",
  "ADI",
  "MCO",
  "VMC",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "AWK",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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
CIK: sound-view-wealth-advisors-group
Manager Name: Sound-View-Wealth-Advisors-Group

Data Enrichment

82% identified

333 identified73 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

406 positions • $1,209,776.288K total value

406 positions

Manager:

SEC FilingSEC DataHachi Filing

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Apple Inc.

AAPL|037833100

Shares:287.9K

Value:$64.0M

46434VBD1

Shares:2.1M

Value:$52.4M

MICROSOFT CORP

MSFT|594918104

Shares:91.7K

Value:$34.4M

46435GAA0

Shares:1.4M

Value:$34.1M

46435UAA9

Shares:1.2M

Value:$28.0M

NVIDIA CORP

NVDA|67066G104

Shares:231.6K

Value:$25.1M

33740F755

Shares:822.8K

Value:$24.4M

ELI LILLY & Co

LLY|532457108

Shares:29.2K

Value:$24.1M

46435U515

Shares:952.1K

Value:$24.1M

808524201

SCHX|808524201

Shares:956.2K

Value:$21.1M

922908363

VOO|922908363

Shares:38.9K

Value:$20.0M

922908769

VTI|922908769

Shares:71.0K

Value:$19.5M

46436E205

Shares:817.2K

Value:$18.9M

921908844

VIG|921908844

Shares:91.6K

Value:$17.8M

AMAZON COM INC

AMZN|023135106

Shares:87.4K

Value:$16.6M

46436E726

Shares:757.6K

Value:$16.5M

46436E486

Shares:770.5K

Value:$16.0M

808524797

SCHD|808524797

Shares:547.5K

Value:$15.3M

JPMORGAN CHASE & CO

JPM|46625H100

Shares:62.3K

Value:$15.3M

PROCTER & GAMBLE Co

PG|742718109

Shares:84.8K

Value:$14.4M

Instrument	Shares		Other Manager	Value
Apple Inc.(AAPLcusip037833100)	287.9K	QoQ -6.79% (-21.0K) YoY +21.63% (+51.2K)	All Managers (Combined)	$64.0M	QoQ -17.32% (-$13.4M) YoY +57.56% (+$23.4M)
(cusip46434VBD1)✕	2.1M	QoQ +2.85% (+57.9K) YoY +107.16% (+1.1M)	All Managers (Combined)	$52.4M	QoQ +3.26% (+$1.7M) YoY +110.00% (+$27.4M)
MICROSOFT CORP(MSFTcusip594918104)	91.7K	QoQ +1.58% (-1.4K) YoY +18.46% (+14.3K)	All Managers (Combined)	$34.4M	QoQ -9.53% (-$3.6M) YoY +5.70% (+$1.9M)
(cusip46435GAA0)✕	1.4M	QoQ +7.82% (+102.3K) YoY +60.47% (+531.3K)	All Managers (Combined)	$34.1M	QoQ +8.45% (+$2.7M) YoY +62.90% (+$13.2M)
(cusip46435UAA9)✕	1.2M	QoQ +11.15% (+116.4K) YoY +56.23% (+417.5K)	All Managers (Combined)	$28.0M	QoQ +12.17% (+$3.0M) YoY +58.72% (+$10.4M)
NVIDIA CORP(NVDAcusip67066G104)	231.6K	QoQ +1.45% (-3.3K) YoY +1159.12% (+213.2K)	All Managers (Combined)	$25.1M	QoQ -18.11% (-$5.6M) YoY +51.02% (+$8.5M)
(cusip33740F755)✕	822.8K	QoQ +3.20% (+25.5K) YoY +60.51% (+310.2K)	All Managers (Combined)	$24.4M	QoQ +0.56% (+$136.1K) YoY +70.44% (+$10.1M)
ELI LILLY & Co(LLYcusip532457108)	29.2K	QoQ -0.74% (-220) YoY +8.46% (+2.3K)	All Managers (Combined)	$24.1M	QoQ +6.18% (-$1.4M) YoY +15.14% (+$3.2M)
(cusip46435U515)✕	952.1K	QoQ +10.31% (+89.0K) YoY +56.84% (+345.1K)	All Managers (Combined)	$24.1M	QoQ +11.90% (+$2.6M) YoY +59.08% (+$8.9M)
(SCHXcusip808524201)	956.2K	QoQ -2.04% (-19.9K) YoY +196.81% (+634.0K)	All Managers (Combined)	$21.1M	QoQ -6.68% (-$1.5M) YoY +5.60% (+$1.1M)
(VOOcusip922908363)	38.9K	QoQ -2.04% (-810) YoY +30.85% (+9.2K)	All Managers (Combined)	$20.0M	QoQ -6.56% (-$1.4M) YoY +39.89% (+$5.7M)
(VTIcusip922908769)	71.0K	QoQ -5.86% (-4.4K) YoY +47.21% (+22.8K)	All Managers (Combined)	$19.5M	QoQ -10.72% (-$2.3M) YoY +55.68% (+$7.0M)
(cusip46436E205)✕	817.2K	QoQ +13.98% (+100.3K) YoY +87.18% (+380.6K)	All Managers (Combined)	$18.9M	QoQ +15.63% (+$2.6M) YoY +89.72% (+$8.9M)
(VIGcusip921908844)	91.6K	QoQ -1.55% (-1.4K) YoY +6.92% (+5.9K)	All Managers (Combined)	$17.8M	QoQ -2.48% (-$452.1K) YoY +13.58% (+$2.1M)
AMAZON COM INC(AMZNcusip023135106)	87.4K	QoQ +1.00% (-866) YoY +21.89% (+15.7K)	All Managers (Combined)	$16.6M	QoQ -12.41% (-$2.4M) YoY +28.57% (+$3.7M)
(cusip46436E726)✕	757.6K	QoQ +10.18% (+70.1K) YoY +75.71% (+326.5K)	All Managers (Combined)	$16.5M	QoQ +12.04% (+$1.8M) YoY +78.34% (+$7.2M)
(cusip46436E486)✕	770.5K	QoQ +10.69% (+74.4K) YoY +76.47% (+333.9K)	All Managers (Combined)	$16.0M	QoQ +12.86% (+$1.8M) YoY +78.71% (+$7.0M)
(SCHDcusip808524797)	547.5K	QoQ -13.45% (-85.1K) YoY +172.86% (-346.8K)	All Managers (Combined)	$15.3M	QoQ -11.42% (-$2.0M) YoY -5.37% (-$870.2K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	62.3K	QoQ -0.47% (-296) YoY +10.53% (+5.9K)	All Managers (Combined)	$15.3M	QoQ +1.84% (-$277.4K) YoY +35.36% (+$4.0M)
PROCTER & GAMBLE Co(PGcusip742718109)	84.8K	QoQ -6.31% (-5.7K) YoY +1.46% (+1.2K)	All Managers (Combined)	$14.4M	QoQ -4.77% (-$723.7K) YoY +6.57% (+$891.2K)