Sound View Wealth Advisors Group, LLC - Portfolio overview

Sound View Wealth Advisors Group, LLC has 454 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 4.57%
2. IBDS - ISHARES TR, 3.25%
3. IBDR - ISHARES TR, 3.14%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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