Managers / Q3 2020 · view latest →
Sound View Wealth Advisors Group, LLC
CIK 0001784777 · 1 SKIDAWAY VILLAGE WALK, SUITE 201, SAVANNAH, GA, 31411 · 9122394630
Reported Value
$380M
Q3 2020
Positions
247
Filings on Record
29
2019–present window
Filed
Nov 9, 2020
original filing
Summary
Sound View Wealth Advisors Group, Llc reported $380M in U.S.-listed holdings across 247 positions for Q3 2020.
Its largest position, AAPL, represents 3.9% of the portfolio.
Compared with Q2 2020, the fund opened 9 new positions and exited 4.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2020
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.5B | 422 | May 6, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.5B | 416 | Jan 8, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.5B | 425 | Nov 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.4B | 423 | Aug 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.2B | 407 | May 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.2B | 415 | Feb 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.2B | 407 | Nov 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $970M | 358 | Aug 5, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $938M | 371 | May 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $907M | 385 | Feb 13, 2024 | RESTATEMENT | changes · EDGAR ↗ |
| Q3 2023 | $804M | 365 | Nov 7, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $763M | 363 | Aug 8, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $729M | 365 | May 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $472.9B | 268 | Feb 8, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $446M | 267 | Nov 8, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $478M | 280 | Aug 5, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $526M | 286 | May 11, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $529M | 290 | Jan 20, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $479M | 284 | Oct 21, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $476M | 284 | Jul 21, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $429M | 267 | Apr 28, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $409M | 255 | Feb 2, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $380M | 247 | Nov 9, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $355M | 242 | Aug 7, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $289M | 213 | May 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $354M | 238 | Jan 27, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $336M | 238 | Nov 7, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $338M | 247 | Aug 7, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.