Sound View Wealth Advisors Group, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 5, 2024
Value $
$970M
Signature - Title
James Hadaway - Compliance Officer
Location
1 Skidaway Village Walk, Suite 201, Savannah, GA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 358 $970M +$50.8M -$23M +$27.8M AAPL, MSFT, IBDQ, LLY, NVDA 13F-HR 8/5/2024, 11:07 AM
Q1 2024 371 $938M +$54.4M -$79.5M -$25.1M AAPL, MSFT, IBDQ, IBDR, LLY 13F-HR 5/9/2024, 01:15 PM
Q4 2023 385 $907M +$76.6M -$40M +$36.6M AAPL, MSFT, IBDR, IBDQ, IBDP 13F-HR 2/8/2024, 01:09 PM
Q3 2023 378 $804M +$75.1M -$9.82M +$65.3M AAPL, MSFT, IBDR, IBDQ, IBDP 13F-HR 11/7/2023, 11:22 AM
Q2 2023 363 $763M +$27.3M -$27.8M -$537K AAPL, MSFT, IBDR, IBDQ, IBDP 13F-HR 8/8/2023, 09:55 AM
Q1 2023 365 $729M +$311M -$107M +$204M AAPL, MSFT, IBDR, IBDQ, IBDP 13F-HR 5/12/2023, 02:33 PM
Q4 2022 248 $540M IBDR, IBDQ, IBDP, IBDS, SCHD Restatement 2/13/2024, 03:32 PM
Q3 2022 267 $446M +$17.5M -$7.88M +$9.61M AAPL, MSFT, IBDR, IBDQ, IBDO 13F-HR 11/8/2022, 10:55 AM
Q2 2022 280 $478M +$29.4M -$7.7M +$21.7M AAPL, MSFT, IBDR, IBDQ, IBDO 13F-HR 8/5/2022, 02:14 PM
Q1 2022 286 $526M +$35.2M -$10.7M +$24.5M AAPL, MSFT, IBDR, TSLA, IBDQ 13F-HR 5/11/2022, 09:34 AM
Q4 2021 290 $529M +$25.5M -$15.7M +$9.73M AAPL, MSFT, IBDR, TSLA, JNJ 13F-HR 1/20/2022, 03:36 PM
Q3 2021 284 $479M +$22.2M -$16.4M +$5.84M AAPL, MSFT, IBDR, IBDO, JNJ 13F-HR 10/21/2021, 11:38 AM
Q2 2021 284 $476M +$46.5M -$22M +$24.5M AAPL, MSFT, JNJ, IBDO, VIG 13F-HR 7/21/2021, 01:37 PM
Q1 2021 267 $429M +$14.8M -$11.4M +$3.4M AAPL, MSFT, JNJ, IBDO, VIG 13F-HR 4/28/2021, 01:01 PM
Q4 2020 254 $409M +$17.4M -$12.3M +$5.09M AAPL, MSFT, JNJ, IBDQ, VIG 13F-HR 2/2/2021, 01:18 PM
Q3 2020 246 $380M +$27.6M -$11.9M +$15.7M AAPL, MSFT, JNJ, IBDO, IBDQ 13F-HR 11/9/2020, 09:13 AM
Q2 2020 241 $355M +$39M -$6.25M +$32.7M AAPL, MSFT, JNJ, IBDO, VIG 13F-HR 8/7/2020, 10:47 AM
Q1 2020 213 $289M +$10.3M -$6.75M +$3.52M JNJ, AAPL, MSFT, IBDO, VZ 13F-HR 5/12/2020, 01:03 PM
Q4 2019 238 $354M +$20.7M -$17.9M +$2.8M AAPL, JNJ, VZ, IBDO, MSFT 13F-HR 1/27/2020, 11:01 AM
Q3 2019 238 $335M +$14.9M -$19.1M -$4.15M JNJ, PG, VZ, AAPL, HD 13F-HR 11/7/2019, 01:28 PM
Q2 2019 246 $338M JNJ, PG, KO, VZ, AAPL 13F-HR 8/7/2019, 03:06 PM