Sound View Wealth Advisors Group, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Savannah, GA
CIK
0001784777
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 407 1,225,084 AAPL, IBDQ, MSFT, IBDR 13F-HR 11/12/2024 000176538024000421
Q2 2024 358 970,194 AAPL, MSFT, IBDQ, LLY 13F-HR 8/5/2024 000176538024000274
Q1 2024 371 938,188 AAPL, MSFT, IBDQ, IBDR 13F-HR 5/9/2024 000176538024000206
Q4 2023 385 906,552 AAPL, MSFT, IBDR, IBDQ 13F-HR 2/8/2024 000176538024000037
Q3 2023 365 803,998 AAPL, MSFT, IBDR, IBDQ 13F-HR 11/7/2023 000176538023000208
Q2 2023 363 762,776 AAPL, MSFT, IBDR, IBDQ 13F-HR 8/8/2023 000176538023000136
Q1 2023 365 728,649 AAPL, MSFT, IBDR, IBDQ 13F-HR 5/12/2023 000176538023000122
Q4 2022 385 906,552 AAPL, MSFT, IBDR, IBDQ RESTATEMENT 2/13/2024 000176538024000127
Q3 2022 267 445,908 AAPL, MSFT, IBDR, IBDQ 13F-HR 11/8/2022 000176538022000143
Q2 2022 280 477,696 AAPL, MSFT, IBDR, IBDQ 13F-HR 8/5/2022 000176538022000109
Q1 2022 286 525,992 AAPL, MSFT, IBDR, TSLA 13F-HR 5/11/2022 000176538022000072
Q4 2021 290 529,104 AAPL, MSFT, IBDR, TSLA 13F-HR 1/20/2022 000176538022000009
Q3 2021 284 478,820 AAPL, MSFT, IBDR, IBDO 13F-HR 10/21/2021 000176538021000099
Q2 2021 284 475,757 AAPL, MSFT, JNJ, IBDO 13F-HR 7/21/2021 000176538021000071
Q1 2021 267 429,485 AAPL, MSFT, JNJ, IBDO 13F-HR 4/28/2021 000176538021000050
Q4 2020 255 409,313 AAPL, MSFT, JNJ, IBDQ 13F-HR 2/2/2021 000176538021000013
Q3 2020 247 379,752 AAPL, MSFT, JNJ, IBDO 13F-HR 11/9/2020 000176538020000092
Q2 2020 242 355,073 AAPL, MSFT, JNJ, IBDO 13F-HR 8/7/2020 000176538020000069
Q1 2020 213 289,460 JNJ, AAPL, MSFT, IBDO 13F-HR 5/12/2020 000176538020000053
Q4 2019 238 354,306 AAPL, JNJ, VZ, IBDO 13F-HR 1/27/2020 000176538020000011
Q3 2019 238 335,526 JNJ, PG, VZ, AAPL 13F-HR 11/7/2019 000176538019000118
Q2 2019 247 338,270 JNJ, PG, KO, VZ 13F-HR 8/7/2019 000176538019000085
Additional filings from Sound View Wealth Advisors Group, LLC that have since been restated