Sound View Wealth Advisors Group, LLC
Top Portfolio Positions
280 positions ·
$776,845,496 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
274,762 | $69,731,847 | 8.98% |
| NVDA |
Nvidia Corp
Technology
|
227,962 | $39,756,572 | 5.12% |
| MSFT |
Microsoft Corp
Technology
|
94,047 | $34,813,377 | 4.48% |
| LLY |
ELI LILLY & Co
Healthcare
|
22,393 | $20,596,409 | 2.65% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
64,641 | $19,014,796 | 2.45% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
88,867 | $18,508,330 | 2.38% |
| AVGO |
Broadcom Inc.
Technology
|
54,932 | $17,002,003 | 2.19% |
| JNJ |
Johnson & Johnson
Healthcare
|
68,115 | $16,650,030 | 2.14% |
| QQQ |
Invesco Qqq Trust, Series 1
|
28,278 | $16,321,496 | 2.10% |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
244,617 | $14,836,021 | 1.91% |
Portfolio Trend
Holdings in DNP
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,230,619 | 216,565 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,158,948 | 216,111 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,224,432 | 222,221 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,171,705 | 221,829 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,279,239 | 230,459 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,348,025 | 266,216 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,701,382 | 269,062 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,196,236 | 267,182 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,488,300 | 274,344 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,385,110 | 281,263 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,028,511 | 318,121 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,184,243 | 303,840 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,585,522 | 325,365 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,164,208 | 281,263 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $3,170,864 | 306,068 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,345,592 | 308,634 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $3,622,215 | 306,448 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $3,382,330 | 311,162 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $3,396,339 | 318,606 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $3,293,098 | 315,129 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,059,085 | 309,624 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $3,101,002 | 302,242 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,961,930 | 295,013 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $3,292,375 | 302,608 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $2,913,347 | 297,584 | Shares | Sole | 2020-05-12 | |
| No quarters match your search. | ||||||