Sound View Wealth Advisors Group, LLC
CIK 1784777 · Holdings on Dec 31, 2024 · First reported Feb 7, 2025
Top ten holdings
Q4 2024- AAPL6.23%
- IBDQ4.08%
- MSFT3.07%
- IBDR2.53%
- NVDA2.47%
- IBDS2.01%
- BUFR1.96%
- LLY1.83%
- SCHX1.82%
- VTI1.76%
Share classes counted separately27.76%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IBDQWeight increased · +0.80 pp3.28% → 4.08%Shares +425.38K (+26.60%)
- TSLAWeight increased · +0.52 pp0.93% → 1.45%Shares +969 (+2.23%)
- AAPLWeight increased · +0.36 pp5.87% → 6.23%Shares +154 (+0.05%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
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 | $77.36M | 6.23% | 308.93K shares | 5.87% → 6.23%+0.36 pp +154 (+0.05%) | Added | ↗▾ |
| 02 | IBDQISHARES IBONDS DEC 2025 TERMIBONDS DEC25 ETF View history and evidence | $50.71M | 4.08% | 2.02M shares | 3.28% → 4.08%+0.80 pp +425.38K (+26.60%) | Added | ↗▾ |
| 03 | MSFTMICROSOFT CORP View history and evidence | $38.07M | 3.07% | 90.32K shares | 3.06% → 3.07%+0.01 pp +3.34K (+3.84%) | Added | ↗▾ |
| 04 | IBDRISHARES IBONDS DEC 2026 TERMIBONDS DEC2026 View history and evidence | $31.47M | 2.53% | 1.31M shares | 2.38% → 2.53%+0.15 pp +109.20K (+9.11%) | Added | ↗▾ |
| 05 | NVDANVIDIA CORP View history and evidence | $30.65M | 2.47% | 228.24K shares | 2.14% → 2.47%+0.33 pp +12.45K (+5.77%) | Added | ↗▾ |
| 06 | IBDSISHRS IBNDS DEC 27 CORP ETFIBONDS 27 ETF View history and evidence | $25.00M | 2.01% | 1.04M shares | 1.91% → 2.01%+0.10 pp +81.60K (+8.48%) | Added | ↗▾ |
| 07 | BUFRFT VEST LAD BUFFERVETF-USD IFT VEST LADDERED View history and evidence | $24.29M | 1.96% | 797.31K shares | 1.88% → 1.96%+0.08 pp +25.08K (+3.25%) | Added | ↗▾ |
| 08 | LLYELI LILLY & CO View history and evidence | $22.71M | 1.83% | 29.42K shares | 1.99% → 1.83%-0.16 pp +1.85K (+6.72%) | Added | ↗▾ |
| 09 | SCHXSCHWAB US LARGE-CAP ETFUS LRG CAP ETF View history and evidence | $22.63M | 1.82% | 976.08K shares | 1.85% → 1.82%-0.03 pp +642.07K (+192.24%) | Added | ↗▾ |
| 10 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $21.85M | 1.76% | 75.40K shares | 1.69% → 1.76%+0.07 pp +2.08K (+2.83%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 10
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IBDP ISHARES IBONDS DEC 2024 TERM | Non-derivative | -950,120 | -$23.95M | SEC filing ↗ | SEC filing ↗ |
| IBTE ISHARES IBONDS DEC 2024 TERM | Non-derivative | -424,207 | -$10.18M | SEC filing ↗ | SEC filing ↗ |
| 46435U697 ISHARES TR | Non-derivative | -125,369 | -$3.27M | SEC filing ↗ | SEC filing ↗ |
3 / 10 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 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1241670579
}Research all 415 reported holdings.
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