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SOUND VIEW WEALTH ADVISORS GROUP, LLC

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SAVANNAH GA Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Sound View Wealth Advisors Group is based out of Savannah. Sound View Wealth Advisors Group is a large advisory firm with 668 clients and discretionary assets under management (AUM) of $1,374,301,427 (Form ADV from 2023-10-11). Their last reported 13F filing for Q4 2023 included $906,552,812 in managed 13F securities and a top 10 holdings concentration of 25.62%. Sound View Wealth Advisors Group's largest holding is Apple Inc with shares held of 280,535. Whalewisdom has at least 20 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
AAPL Apple Inc 5.96%
MSFT Microsoft Corp. 3.51%
IBDR iShares iBonds Dec 2 2.37%
IBDQ iShares iBonds Dec 2 2.29%
IBDP iShares iBonds Dec 2 2.22%

2023-12-31

13F Activity

Market Value $0.91b, Prior: $0.80b
New Purchases 33 stocks
Added To 156 stocks
Sold out of 13 stocks
Reduced holdings in 156 stocks
Top 10 Holdings % 25.62%
Turnover %[1] 11.95%
Turnover Alt %[2] 4.27%
Time Held Top 20 10.1 quarters
Time Held Top 10 8.6 quarters
Time Held All 11.13 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance