Equal-WT
WhaleScore 2.0
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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)
Name | % Change |
---|---|
IBDU iShares iBonds Dec 2 | 0.81% |
IBDV iShares iBonds Dec 2 | 0.8% |
AAPL Apple Inc | 0.8% |
IBDW iShares iBonds Dec 2 | 0.77% |
VGT VANGUARD INFORMATION | 0.22% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
IBDO iShares iBonds Dec 2 (PRN) | 1.72% |
IBDR iShares iBonds Dec 2 (PRN) | 0.56% |
IBDQ iShares iBonds Dec 2 (PRN) | 0.46% |
IBDP iShares iBonds Dec 2 (PRN) | 0.43% |
IBDS iShares iBonds Dec 2 (PRN) | 0.31% |
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