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Latest Sound View Wealth Advisors Group, LLC Stock Portfolio

$1.47Billion– No. of Holdings #418

Sound View Wealth Advisors Group, LLC Performance:
2026 Q1: -2.08%YTD: -2.08%2025: 13.82%
Performance for 2026 Q1 is -2.08%, and YTD is -2.08%, and 2025 is 13.82%.

About Sound View Wealth Advisors Group, LLC and 13F Hedge Fund Stock Holdings

Sound View Wealth Advisors Group, LLC is a hedge fund based in Savannah, GA. On 2026-05-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sound View Wealth Advisors Group, LLC reported an equity portfolio of $1.5 Billions as of 31 Mar, 2026.

The top stock holdings of Sound View Wealth Advisors Group, LLC are AAPL, DMXF, NVDA. The fund has invested 4.7% of it's portfolio in APPLE INC and 2.8% of portfolio in ISHARES TR.

The fund managers got completely rid off ASTRAZENECA PLC (AZN), CCC INTELLIGENT SOLUTIONS HL (CCCS) and BLUEROCK PVT REAL ESTATE FD stocks. They significantly reduced their stock positions in CALCIMEDICA INC, HUNTINGTON INGALLS INDS INC (HII) and VANGUARD INDEX FDS (VB). Sound View Wealth Advisors Group, LLC opened new stock positions in ASTRAZENECA PLC, PGIM ETF TR (PAB) and ISHARES INC (ACWV). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (DMXF), CAPITAL GROUP INTERNATIONAL and DATADOG INC (DDOG).
Sound View Wealth Advisors Group, LLC Equity Portfolio Value
Last Reported on: 06 May, 2026

Sound View Wealth Advisors Group, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Sound View Wealth Advisors Group, LLC made a return of -2.08% in the last quarter. In trailing 12 months, it's portfolio return was 14.1%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
astrazeneca plc4,510,440
pgim etf tr415,800
ishares inc373,089
ishares tr288,580
ishares tr283,070
southern copper corp275,984
huntington bancshares inc272,435
elbit sys ltd254,727
New stocks bought by Sound View Wealth Advisors Group, LLC

Additions

Ticker% Inc.
ishares tr384
capital group international63.68
datadog inc44.47
equinix inc37.33
invesco exchange traded fd t35.03
global x fds28.98
applovin corp28.64
capital one finl corp27.9
Additions to existing portfolio by Sound View Wealth Advisors Group, LLC

Reductions

Ticker% Reduced
calcimedica inc-50.25
huntington ingalls inds inc-39.41
vanguard index fds-35.27
nike inc-30.09
cadence design system inc-29.58
pacer fds tr-27.07
albemarle corp-25.23
otis worldwide corp-24.49
Sound View Wealth Advisors Group, LLC reduced stake in above stock

Sold off

Ticker$ Sold
ccc intelligent solutions hl-834,750
astrazeneca plc-4,330,420
bluerock pvt real estate fd-352,005
stellantis n.v-168,795
hp inc-202,179
ishares tr-201,256
sprott asset management lp-340,569
synovus finl corp-256,156
Sound View Wealth Advisors Group, LLC got rid off the above stocks

Sector Distribution

Sound View Wealth Advisors Group, LLC has about 47.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Financial Services
  • Consumer Defensive
  • Industrials
  • Consumer Cyclical
  • Communication Services
  • Energy
  • Utilities
Sector%
Others47.4
Technology15.5
Healthcare8.4
Financial Services5.3
Consumer Defensive4.6
Industrials4.5
Consumer Cyclical4.5
Communication Services3.2
Energy3
Utilities2.3

Market Cap. Distribution

Sound View Wealth Advisors Group, LLC has about 52% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED47.4
MEGA-CAP34.1
LARGE-CAP17.9

Stocks belong to which Index?

About 49.6% of the stocks held by Sound View Wealth Advisors Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others50
S&P 50049.6
Top 5 Winners (%)%
GLW
corning inc
54.6 %
FTI
technipfmc plc
53.9 %
TER
teradyne inc
53.2 %
VRT
vertiv holdings co
52.7 %
VLO
valero energy corp
51.8 %
Top 5 Winners ($)$
XOM
exxon mobil corp
3.3 M
JNJ
johnson & johnson
2.6 M
CVX
chevron corporation
1.9 M
FNDA
schwab strategic tr
1.7 M
BMY
bristol-myers squibb co
1.7 M
Top 5 Losers (%)%
calcimedica inc
-68.7 %
BYRN
byrna technologies inc
-45.3 %
Z
zillow group inc
-39.3 %
Z
zillow group inc
-38.2 %
APP
applovin corp
-38.1 %
Top 5 Losers ($)$
MSFT
microsoft corp
-10.6 M
AAPL
apple inc
-5.0 M
LLY
eli lilly & co
-3.5 M
NVDA
nvidia corporation
-2.8 M
TSLA
tesla inc
-2.7 M

Sound View Wealth Advisors Group, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Sound View Wealth Advisors Group, LLC

Sound View Wealth Advisors Group, LLC has 418 stocks in it's portfolio. About 24.8% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Sound View Wealth Advisors Group, LLC last quarter.

Last Reported on: 06 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions