Managed by Sound View Wealth Advisors Group, Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | A AAPL — | $64M | 287.9K | 0.00% | — |
| 6 | A AAPL — | $60.3M | 293.8K | 0.00% | — |
| 7 | A AAPL — | $54M | 280.5K | 0.00% | — |
| 8 | A AAPL — | $54M | 280.5K | 0.00% | — |
| 9 | I IAU — | $52.4M | 2.08M | 0.00% | — |
| 10 | I IAU — | $50.7M | 2.02M | 0.00% | — |
| 11 | I IAU — | $48.8M | 2.01M | 0.00% | — |
| 12 | I IAU — | $48.1M | 1.98M | 0.00% | — |
| 13 | A AAPL — | $48.1M | 228.5K | 0.00% | — |
| 14 | M MSFT — | $48M | 92.6K | 0.00% | — |
| 15 | M MSFT — | $46.8M | 94.1K | 0.00% | — |
| 16 | I IAU — | $46M | 1.83M | 0.00% | — |
| 17 | M MSFT — | $44.9M | 92.7K | 0.00% | — |
| 18 | I IAU — | $43.8M | 1.80M | 0.00% | — |
| 19 | N NVDA — | $43.2M | 231.4K | 0.00% | — |
| 20 | A AAPL — | $43.2M | 222.5K | 0.00% | — |