Managers / Q4 2024 · view latest →
Sound View Wealth Advisors Group, LLC
CIK 0001784777 · 1 SKIDAWAY VILLAGE WALK, SUITE 201, SAVANNAH, GA, 31411 · 9122394630
Reported Value
$1.2B
Q4 2024
Positions
415
Filings on Record
29
2019–present window
Filed
Feb 7, 2025
original filing
Summary
Sound View Wealth Advisors Group, Llc reported $1.2B in U.S.-listed holdings across 415 positions for Q4 2024.
Its largest position, AAPL, represents 6.2% of the portfolio.
Compared with Q3 2024, the fund opened 20 new positions and exited 12.
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 — Q4 2024
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 ↗.