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Series Portfolios Tr shares owned by Sound View Wealth Advisors Group

Quarter-by-quarter ownership of Series Portfolios Tr (ADPV) shares owned by Sound View Wealth Advisors Group from 13F filings

Historical chart of Sound View Wealth Advisors Group investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr 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 Series Portfolios Tr by Sound View Wealth Advisors Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $244k 5.7k 42.84

More positions owned by Sound View Wealth Advisors Group

Apple (AAPL)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds 27 Etf (IBDS)
Microsoft Corporation (MSFT)
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 Series Portfolios Tr

Client First Investment Management
IronBridge Private Wealth
Royal Bank of Canada
Napa Wealth Management
Stephens
TD Waterhouse Canada
Worth Asset Management
West Michigan Advisors
Davis Investment Partners
SeaCrest Wealth Management
Sound View Wealth Advisors Group
IFP Advisors
Global Retirement Partners
Ancora Advisors
UBS Group

View all funds holding Series Portfolios Tr