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 PROP
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $114,390 | 56,350 | Shares | Sole | 2026-05-06 | |
| No 13F history on record for this holder in this stock. | ||||||