$476 Million is the total value of Sound View Wealth Advisors Group, LLC's 284 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CX | Exit | CEMEX SAB DE CVspon adr new | $0 | – | -10,850 | -100.0% | -0.02% | – |
| GLW | Exit | CORNING INC | $0 | – | -4,696 | -100.0% | -0.05% | – |
| SMG | Exit | SCOTTS MIRACLE-GRO COcl a | $0 | – | -875 | -100.0% | -0.05% | – |
| OXM | Exit | OXFORD INDS INC | $0 | – | -2,569 | -100.0% | -0.05% | – |
| BA | Exit | BOEING CO | $0 | – | -886 | -100.0% | -0.05% | – |
| MTT | Exit | WESTERN ASSET MUN DEF OPP TR | $0 | – | -10,750 | -100.0% | -0.05% | – |
| VAR | Exit | VARIAN MED SYS INC | $0 | – | -1,420 | -100.0% | -0.06% | – |
| TRV | Exit | TRAVELERS COMPANIES INC | $0 | – | -1,739 | -100.0% | -0.06% | – |
| IAU | Exit | ISHARES GOLD TRishares | $0 | – | -18,450 | -100.0% | -0.07% | – |
| MRVL | Exit | MARVELL TECHNOLOGY GROUP LTDord | $0 | – | -6,612 | -100.0% | -0.08% | – |
| TRI | Exit | THOMSON REUTERS CORP. | $0 | – | -4,480 | -100.0% | -0.09% | – |
| MMTM | Exit | SPDR SER TRs&p1500momtilt | $0 | – | -5,709 | -100.0% | -0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-21
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 18 | Q3 2023 | 5.7% |
| MICROSOFT CORP | 18 | Q3 2023 | 3.8% |
| JOHNSON & JOHNSON | 18 | Q3 2023 | 3.1% |
| ISHARES TR | 18 | Q3 2023 | 2.6% |
| PROCTER & GAMBLE CO | 18 | Q3 2023 | 2.7% |
| ISHARES TR | 18 | Q3 2023 | 2.6% |
| ISHARES TR | 18 | Q3 2023 | 2.8% |
| VANGUARD SPECIALIZED FUNDS | 18 | Q3 2023 | 2.2% |
| HOME DEPOT INC | 18 | Q3 2023 | 2.1% |
| SCHWAB STRATEGIC TR | 18 | Q3 2023 | 2.2% |
View Sound View Wealth Advisors Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR/A | 2024-02-13 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-11 |
View Sound View Wealth Advisors Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.