Sign In
test

Melissa Bouchillon

Sound View Wealth Advisors Group, Llc

Assets Managed
$1.47B
Holdings
422
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
-1.38%(2Q avg: 0.54%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sound View Wealth Advisors Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 422 positions.

Assets under management

The assets under management (AUM) of Sound View Wealth Advisors Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.47B in assets, with a quarterly growth rate of -1.38% and a 2-quarter average growth rate of 0.54%. The portfolio is managed by Melissa Bouchillon, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -1.77%
4.75%
$69.732M
274,762 shares@ $253.79 avg price
IBDS
Ishrs Ibnds Dec 27 Corp Etf
Recent Activity
Increased 3.35%
3.38%
$49.667M
2.049M shares@ $24.25 avg price
IBDR
Ishares Ibonds Dec 2026 Term
Recent Activity
Decreased -1.59%
3.27%
$48.026M
1.981M shares@ $24.25 avg price
IBDU
Ishares Ibonds Dec 2029 Term
Recent Activity
Increased 9.48%
2.8%
$41.085M
1.766M shares@ $23.26 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.13%
2.71%
$39.757M
227,962 shares@ $174.41 avg price
IBDT
Ishares Ibonds Dec 2028 Etf
Recent Activity
Increased 8.07%
2.7%
$39.58M
1.563M shares@ $25.34 avg price
IBDV
Ishares Ibonds Dec 2030 Corp
Recent Activity
Increased 18.1%
2.61%
$38.227M
1.746M shares@ $21.9 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.41%
2.37%
$34.813M
94,047 shares@ $370.17 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Decreased -1.29%
2.03%
$29.823M
883,125 shares@ $33.77 avg price
IBDW
Ishares Ibonds Dec 2031 Corp
Recent Activity
Increased 5.69%
1.69%
$24.757M
1.183M shares@ $20.93 avg price

1-10 of 422