Sound View Wealth Advisors Group, LLC
Position in AEVA — Aeva Technologies, Inc.
CIK 1784777
SAVANNAH, GA
Position in AEVA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$278,124
New position
Shares Held
9,684
first reported quarter
Ownership
0.014%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#116
of 194 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 85%
Shared 0%
None 15%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $44,273,141 across 7 Software - Infrastructure names. AEVA ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
93,606 | $34,916,910 | |
| 2 | PANW |
Palo Alto Networks Inc
|
11,984 | $4,086,783 | |
| 3 | ORCL |
Oracle Corp
|
23,040 | $3,376,512 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
5,588 | $1,066,106 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
2,782 | $324,575 | |
| 6 | AEVA |
Aeva Technologies, Inc.
This page
|
9,684 | $278,124 | |
| 7 | FTNT |
Fortinet, Inc.
|
1,459 | $224,131 |
All Filings in AEVA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,124 | 9,684 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||