Sound View Wealth Advisors Group, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SV Sound View Wealth Advisors Group, LLC | Institutional Filer | ▼ 1.39% | $1.47B | 422 |
Current Portfolio Holdings
Showing all 422 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 275K | $69.7M | 4.74% |
| 2 | IBDS | ISHARES TR | — | 2.0M | $49.7M | 3.38% |
| 3 | IBDR | ISHARES TR | — | 2.0M | $48.0M | 3.27% |
| 4 | IBDU | ISHARES TR | — | 1.8M | $41.1M | 2.79% |
| 5 | NVDA | NVIDIA Corporation | Technology | 228K | $39.8M | 2.70% |
| 6 | IBDT | ISHARES TR | — | 1.6M | $39.6M | 2.69% |
| 7 | IBDV | ISHARES TR | — | 1.7M | $38.2M | 2.60% |
| 8 | MSFT | Microsoft Corporation | Technology | 94K | $34.8M | 2.37% |
| 9 | BUFR | FIRST TR EXCHNG TRADED FD VI | — | 883K | $29.8M | 2.03% |
| 10 | IBDW | ISHARES TR | — | 1.2M | $24.8M | 1.68% |
| 11 | SCHX | SCHWAB STRATEGIC TR | — | 918K | $23.5M | 1.60% |
| 12 | VOO | VANGUARD INDEX FDS | — | 39K | $23.2M | 1.58% |
| 13 | IBDX | ISHARES TR | — | 906K | $22.9M | 1.56% |
| 14 | VTI | VANGUARD INDEX FDS | — | 70K | $22.6M | 1.54% |
| 15 | LLY | Eli Lilly and Company | Healthcare | 22K | $20.6M | 1.40% |
Showing 1 to 15 of 422 holdings