Sound View Wealth Advisors Group, LLC
Top Portfolio Positions
281 positions ·
$785,461,403 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
274,762 | $69,731,847 | 8.88% | |
| NVDA |
Nvidia Corp
Technology
|
227,962 | $39,756,572 | 5.06% | |
| MSFT |
Microsoft Corp
Technology
|
94,047 | $34,813,377 | 4.43% | |
| LLY |
ELI LILLY & Co
Healthcare
|
22,393 | $20,596,409 | 2.62% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
64,641 | $19,014,796 | 2.42% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
88,867 | $18,508,330 | 2.36% | |
| AVGO |
Broadcom Inc.
Technology
|
54,932 | $17,002,003 | 2.16% | |
| JNJ |
Johnson & Johnson
Healthcare
|
68,115 | $16,650,030 | 2.12% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
28,278 | $16,321,496 | 2.08% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
244,617 | $14,836,021 | 1.89% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PCN
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $144,263 | 12,123 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $154,689 | 12,123 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $162,205 | 12,123 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $153,840 | 12,123 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $165,478 | 12,123 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $162,690 | 12,123 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $172,025 | 12,123 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $160,144 | 12,123 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $169,358 | 12,123 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $223,826 | 18,036 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $219,498 | 18,036 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $238,405 | 18,185 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $228,039 | 18,185 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $213,726 | 18,036 | Shares | Sole | 2024-02-13 | |
| 2022-06-30 | $230,040 | 18,185 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $286,231 | 18,185 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $311,145 | 18,185 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $328,057 | 18,185 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $340,059 | 18,185 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $314,964 | 18,185 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $313,509 | 18,185 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $283,867 | 18,185 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $287,686 | 18,185 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $242,587 | 18,185 | Shares | Sole | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||