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Home > Institutional Investor > Sound View Wealth Advisors Group, Llc > Profile

Instuitional Investor - Sound View Wealth Advisors Group, Llc

Fund Profile
Filing Period:
Fund Name: Sound View Wealth Advisors Group, Llc
Portfolio Value $906,552,812
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 280,535 $54,011,393 5.95%
2.
Microsoft Corp
 MSFT 84,510 $31,779,086 3.5%
3.
Ishares Tr
 898,634 $21,477,360 2.36%
4.
Ishares Tr
 839,573 $20,787,825 2.29%
5.
Ishares Tr
 806,498 $20,089,868 2.21%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)