SV

Sound View Wealth Advisors Group, LLC

13F
Sound View Wealth Advisors Group, LLC
Last update 2024-08-05 358 Stocks (3 new)
Value $970.00 Mil Turnover 3 %
Countries:
Top Holdings: AAPL(4.96%)MSFT(3.56%)IBDQ(2.71%)LLY(2.49%)NVDA(2.35%)
Portfolio Report
Summary Stock Picks Current Portfolio
Sound View Wealth Advisors Gro... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
228,462
48118.740
-3.49%
4.960
-0.15%
0.000
+7.21%
+21.69%
3548645.576
Hardware
MSFT 		Microsoft Corp
77,275
34537.970
-0.22%
3.560
-0.01%
0.000
+0.52%
+14.09%
3172348.353
Software
IBDQ 		iShares iBonds Dec 2025 Term Corporate ETF
1,059,376
26336.080
+5.39%
2.710
+0.14%
-
+0.60%
+1.29%
2856.202
 
LLY 		Eli Lilly and Co
26,644
24122.640
-1.02%
2.490
-0.02%
0.000
+11.46%
+54.39%
806412.323
Drug Manufacturers
NVDA 		NVIDIA Corp
184,482
22790.900
+0.31%
2.350
+0.01%
0.000
+24.30%
+183.81%
3446955.600
Semiconductors
IBDR 		iShares iBonds Dec 2026 Term Corporate ETF
942,940
22460.830
+7.34%
2.320
+0.16%
-
+0.71%
+1.00%
2911.527
 
IBDP 		iShares iBonds Dec 2024 Term Corporate ETF
804,501
20217.100
+3.36%
2.080
+0.07%
-
+0.20%
+1.16%
2532.941
 
SCHX 		Schwab U.S. Large-Cap ETF
312,937
20106.200
-2.86%
2.070
-0.06%
-
+6.80%
+21.97%
50197.210
 
IBDS 		iShares iBonds Dec 2027 Term Corporate ETF
764,678
18145.800
+3.00%
1.870
+0.05%
-
+0.63%
+0.71%
2610.052
 
BUFR 		FT Vest Laddered Buffer ETF
592,823
17144.450
+15.65%
1.770
+0.24%
-
+3.80%
+13.17%
5547.915
 

Sound View Wealth Advisors Group, LLC's Historical Top Holdings Breakdowns

Sound View Wealth Advisors Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BUFR 		FT Vest Laddered Buffer ETF2024-06-30Add
+0.24%
●
27.33 ($28.22) 28.95
$30.07
6.56%
Add 15.65%
592,823
80,201
SCHD 		Schwab US Dividend Equity ETF2024-06-30Reduce
-0.17%
●
75.81 ($78.09) 80.15
$28.32
-63.73%
Reduce -9.9%
180,781
-19,856
IBDR 		iShares iBonds Dec 2026 Term Corporate ETF2024-06-30Add
+0.16%
●
23.65 ($23.75) 23.82
$24.14
1.64%
Add 7.34%
942,940
64,508
DGRO 		iShares Core Dividend Growth ETF2024-06-30Reduce
-0.15%
●
55.23 ($57.12) 58.55
$62.82
9.98%
Reduce -13.34%
158,534
-24,410
IBDU 		iShares iBonds Dec 2029 Term Corporate ETF2024-06-30Add
+0.15%
●
22.29 ($22.56) 22.77
$23.07
2.26%
Add 15.18%
502,849
66,258
AAPL 		Apple Inc2024-06-30Reduce
-0.15%
●
165 ($186.49) 216.67
$233.40
25.15%
Reduce -3.49%
228,462
-8,262
IBDW 		iShares iBonds Dec 2031 Term Corporate ETF2024-06-30Add
+0.14%
●
19.84 ($20.18) 20.44
$20.70
2.58%
Add 15.24%
503,132
66,535
IBDV 		iShares iBonds Dec 2030 Term Corporate ETF2024-06-30Add
+0.14%
●
20.82 ($21.12) 21.38
$21.66
2.56%
Add 14.67%
494,404
63,263
VOO 		Vanguard S&P 500 ETF2024-06-30Add
+0.14%
●
455.1 ($481.2) 504.28
$533.92
10.96%
Add 9.21%
32,430
2,735
IBDQ 		iShares iBonds Dec 2025 Term Corporate ETF2024-06-30Add
+0.14%
●
24.69 ($24.77) 24.86
$25.08
1.25%
Add 5.39%
1,059,376
54,193

Sound View Wealth Advisors Group, LLC Total Holding History ($B)

To

Sound View Wealth Advisors Group, LLC's Asset Allocation

To

Sound View Wealth Advisors Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Sound View Wealth Advisors Group, LLC's Hypothetical Growth since 2024-06-30

Sound View Wealth Advisors Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Sound View Wealth Advisors Group, LLC's Holdings Heat Map

Size field:

Sound View Wealth Advisors Group, LLC's Holdings Bubble Chart

Sound View Wealth Advisors Group, LLC News

  • 1

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