Long-term investor
Sound View Wealth Advisors Group, LLC @soundviewwealthadvisorsg
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001784777).
Record
- Tracked since 2025-06-30 (454 days), 26 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +976.3% · all +976.3%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 4.8% · long · since 2025-06-30
- 46435UAA9 · 3.2% · long · since 2025-06-30
- NVDA · 2.9% · long · since 2025-06-30
- 46436E205 · 2.7% · long · since 2025-06-30
- 46435U515 · 2.6% · long · since 2025-06-30
- 46436E726 · 2.5% · long · since 2025-06-30
- 46435GAA0 · 2.2% · long · since 2025-06-30
- MSFT · 2.2% · long · since 2025-06-30
- 33740F755 · 2.0% · long · since 2025-06-30
- 46436E486 · 1.7% · long · since 2025-06-30
- LLY · 1.7% · long · since 2025-06-30
- 922908363 · 1.6% · long · since 2025-06-30