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Akre Focus Etf shares owned by Sound View Wealth Advisors Group

Quarter-by-quarter ownership of Akre Focus Etf shares owned by Sound View Wealth Advisors Group from 13F filings

Historical chart of Sound View Wealth Advisors Group investment in Akre Focus Etf

Tip: Access up to 7 years of quarterly data

All positions including Akre Focus Etf held by Sound View Wealth Advisors Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Akre Focus Etf by Sound View Wealth Advisors Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 27k 65.51

More positions owned by Sound View Wealth Advisors Group

Apple (AAPL)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds 27 Etf (IBDS)
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NVIDIA Corporation (NVDA)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec 2030 (IBDV)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Eli Lilly & Co. (LLY)
Ishares Tr Ibonds Dec 2031 (IBDW)
Ishares Tr Ibonds Dec 2032 (IBDX)

View all positions for Sound View Wealth Advisors Group

Top funds holding Akre Focus Etf

Wealth Enhancement Advisory Services
Parisi Gray Wealth Management
Canal Capital Management
JBR Co Financial Management
Baker Tilly Financial
Wedmont Private Capital
Baldwin Brothers
Sound View Wealth Advisors Group
Winebrenner Capital Management
First Heartland Consultants
Sanders Morris Harris
Appleton Partners
Marshall Financial Group
Armstrong Advisory Group
Zrc Wealth Management

View all funds holding Akre Focus Etf