Sound View Wealth Advisors Group, LLC
CIK 1784777 · Holdings on Sep 30, 2023 · First reported Nov 7, 2023
Top ten holdings
Q3 2023- AAPL5.16%
- MSFT3.32%
- IBDR2.93%
- IBDQ2.75%
- IBDP2.65%
- IBDS2.28%
- SCHX1.97%
- LLY1.86%
- SCHD1.84%
- IBDT1.84%
Share classes counted separately26.60%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $41.49M | 5.16% | 242.31K shares | — | ↗▾ | |
| 02 | MSFTMICROSOFT CORP View history and evidence | $26.66M | 3.32% | 84.45K shares | — | ↗▾ | |
| 03 | IBDRISHARES IBONDS DEC 2026 TERMIBONDS DEC2026 View history and evidence | $23.55M | 2.93% | 1.01M shares | — | ↗▾ | |
| 04 | IBDQISHARES IBONDS DEC 2025 TERMIBONDS DEC25 ETF View history and evidence | $22.14M | 2.75% | 908.63K shares | — | ↗▾ | |
| 05 | IBDPISHARES IBONDS DEC 2024 TERMIBONDS DEC24 ETF View history and evidence | $21.31M | 2.65% | 861.54K shares | — | ↗▾ | |
| 06 | IBDSISHRS IBNDS DEC 27 CORP ETFIBONDS 27 ETF View history and evidence | $18.35M | 2.28% | 792.96K shares | — | ↗▾ | |
| 07 | SCHXSCHWAB US LARGE-CAP ETFUS LRG CAP ETF View history and evidence | $15.83M | 1.97% | 312.76K shares | — | ↗▾ | |
| 08 | LLYELI LILLY & CO View history and evidence | $14.95M | 1.86% | 27.84K shares | — | ↗▾ | |
| 09 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $14.78M | 1.84% | 208.93K shares | — | ↗▾ | |
| 10 | IBDTISHARES IBONDS DEC 2028 ETFIBDS DEC28 ETF View history and evidence | $14.76M | 1.84% | 614.23K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 14
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| NTR NUTRIEN LTD | Non-derivative | — | — | SEC filing ↗ | |
| FCX FREEPORT-MCMORAN INC | Non-derivative | — | — | SEC filing ↗ | |
| RIO RIO TINTO PLC-SPON ADR | Non-derivative | — | — | SEC filing ↗ |
3 / 14 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1784777 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 803998429
}Research all 365 reported holdings.
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