Notify me when Sound View Wealth Advisors Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 416 | $1,490,744,932 | +$95,747,299 | -$81,397,624 | +$14,349,675 | AAPL, IBDR, IBDS, MSFT, NVDA | 13F-HR | 08 Jan 2026, 12:09 |
| Q3 2025 | 425 | $1,454,898,383 | +$47,159,092 | -$32,682,697 | +$14,476,395 | AAPL, MSFT, IBDR, NVDA, IBDQ | 13F-HR | 10 Nov 2025, 13:25 |
| Q2 2025 | 423 | $1,353,447,342 | +$107,480,565 | -$42,762,605 | +$64,717,960 | AAPL, MSFT, IBDQ, IBDR, NVDA | 13F-HR | 07 Aug 2025, 09:54 |
| Q1 2025 | 407 | $1,218,682,576 | +$45,476,895 | -$42,394,862 | +$3,082,033 | AAPL, IBDQ, MSFT, IBDR, IBDS | 13F-HR | 08 May 2025, 13:52 |
| Q4 2024 | 415 | $1,241,670,579 | +$105,037,432 | -$65,569,733 | +$39,467,699 | AAPL, IBDQ, MSFT, IBDR, NVDA | 13F-HR | 07 Feb 2025, 13:34 |
| Q3 2024 | 407 | $1,225,084,970 | +$212,518,269 | -$4,527,549 | +$207,990,720 | AAPL, IBDQ, MSFT, IBDR, NVDA | 13F-HR | 12 Nov 2024, 10:46 |
| Q2 2024 | 358 | $970,194,522 | +$50,810,064 | -$22,985,099 | +$27,824,965 | AAPL, MSFT, IBDQ, LLY, NVDA | 13F-HR | 05 Aug 2024, 11:07 |
| Q1 2024 | 371 | $938,188,450 | +$54,354,764 | -$79,488,820 | -$25,134,056 | AAPL, MSFT, IBDQ, IBDR, LLY | 13F-HR | 09 May 2024, 13:15 |
| Q4 2023 | 385 | $906,552,812 | +$76,614,147 | -$39,991,262 | +$36,622,885 | AAPL, MSFT, IBDR, IBDQ, IBDP | 13F-HR | 08 Feb 2024, 13:09 |
| Q3 2023 | 365 | $803,998,429 | +$75,095,644 | -$9,820,182 | +$65,275,462 | AAPL, MSFT, IBDR, IBDQ, IBDP | 13F-HR | 07 Nov 2023, 11:22 |
| Q2 2023 | 363 | $762,776,424 | +$27,280,956 | -$32,235,607 | -$4,954,651 | AAPL, MSFT, IBDR, IBDQ, IBDP | 13F-HR | 08 Aug 2023, 09:55 |
| Q1 2023 | 365 | $728,649,226 | +$41,077,874 | -$119,890,678 | -$78,812,804 | AAPL, MSFT, IBDR, IBDQ, IBDP | 13F-HR | 12 May 2023, 14:33 |
| Q4 2022 | 385 | $540,125,685 | +$243,923,284 | -$21,597,125 | +$222,326,159 | IBDR, IBDQ, IBDP, IBDS, SCHD | Restatement | 13 Feb 2024, 15:32 |
| Q3 2022 | 267 | $445,908,000 | +$17,484,795 | -$11,416,186 | +$6,068,609 | AAPL, MSFT, IBDR, IBDQ, IBDO | 13F-HR | 08 Nov 2022, 11:55 |
| Q2 2022 | 280 | $477,696,000 | +$29,407,765 | -$11,506,805 | +$17,900,960 | AAPL, MSFT, IBDR, IBDQ, IBDO | 13F-HR | 05 Aug 2022, 14:14 |
| Q1 2022 | 286 | $525,992,000 | +$35,173,377 | -$13,540,818 | +$21,632,559 | AAPL, MSFT, IBDR, TSLA, IBDQ | 13F-HR | 11 May 2022, 09:34 |
| Q4 2021 | 290 | $529,104,000 | +$25,466,885 | -$19,721,574 | +$5,745,311 | AAPL, MSFT, IBDR, TSLA, JNJ | 13F-HR | 20 Jan 2022, 16:36 |
| Q3 2021 | 284 | $478,820,000 | +$22,234,577 | -$16,395,263 | +$5,839,314 | AAPL, MSFT, IBDR, IBDO, JNJ | 13F-HR | 21 Oct 2021, 11:38 |
| Q2 2021 | 284 | $475,757,000 | +$46,524,062 | -$22,027,173 | +$24,496,889 | AAPL, MSFT, JNJ, IBDO, VIG | 13F-HR | 21 Jul 2021, 13:37 |
| Q1 2021 | 267 | $429,485,000 | +$14,799,994 | -$11,403,686 | +$3,396,308 | AAPL, MSFT, JNJ, IBDO, VIG | 13F-HR | 28 Apr 2021, 13:01 |
| Q4 2020 | 255 | $409,313,000 | +$17,370,354 | -$15,235,994 | +$2,134,360 | AAPL, MSFT, JNJ, IBDQ, VIG | 13F-HR | 02 Feb 2021, 14:18 |
| Q3 2020 | 247 | $379,752,000 | +$27,585,166 | -$12,729,431 | +$14,855,735 | AAPL, MSFT, JNJ, IBDO, IBDQ | 13F-HR | 09 Nov 2020, 10:13 |
| Q2 2020 | 242 | $355,073,000 | +$38,982,594 | -$12,055,296 | +$26,927,298 | AAPL, MSFT, JNJ, IBDO, VIG | 13F-HR | 07 Aug 2020, 10:47 |
| Q1 2020 | 213 | $289,460,000 | +$10,261,895 | -$16,020,701 | -$5,758,806 | JNJ, AAPL, MSFT, IBDO, VZ | 13F-HR | 12 May 2020, 13:03 |
| Q4 2019 | 238 | $354,306,000 | +$20,703,988 | -$21,239,125 | -$535,137 | AAPL, JNJ, VZ, IBDO, MSFT | 13F-HR | 27 Jan 2020, 12:01 |
| Q3 2019 | 238 | $335,526,000 | +$14,907,299 | -$24,288,234 | -$9,380,935 | JNJ, PG, VZ, AAPL, HD | 13F-HR | 07 Nov 2019, 14:28 |
| Q2 2019 | 246 | $338,255,000 | $0 | $0 | $0 | JNJ, PG, KO, VZ, AAPL | 13F-HR | 07 Aug 2019, 15:06 |