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Sound View Wealth Advisors Group Portfolio holdings

AUM $1.47B
1-Year Est. Return 18.47%
This Fund
S&P 500
This Quarter Est. Return
+1.38%
1 Year Est. Return
+18.47%
3 Year Est. Return
+60.49%
5 Year Est. Return
+77.85%
10 Year Est. Return
–
AUM
$1.24B
AUM Growth
+$16.6M
Cap. Flow
+$13.3M
Cap. Flow %
1.07%
Top 10 Hldgs %
27.76%
Holding
425
New
18
Increased
205
Reduced
147
Closed
10

Top Buys

Rank Stock Value
1
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$10.7M
2
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$7.48M
3
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$6.28M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.63M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$1.96M

Top Sells

Rank Stock Value
1
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$24M
2
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$10.2M
3
IBMM
iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
+$3.27M
4
INTU icon
Intuit
INTU
+$1.72M
5
CRM icon
Salesforce
CRM
+$1.64M

Sector Composition

Rank Sector Weight
1 Technology 16.61%
2 Healthcare 7.89%
3 Financials 6.17%
4 Consumer Discretionary 5.68%
5 Consumer Staples 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IGM icon
226
iShares Expanded Tech Sector ETF
IGM
$10.7B
$684K 0.06%
6,699
+1
+0% +$101
IWO icon
227
iShares Russell 2000 Growth ETF
IWO
$15B
$683K 0.06%
2,374
-426
-15% -$126K
NBIX icon
228
Neurocrine Biosciences
NBIX
$16.6B
$674K 0.05%
4,936
+652
+15% +$80.6K
VEA icon
229
Vanguard FTSE Developed Markets ETF
VEA
$235B
$667K 0.05%
13,954
– –
FSS icon
230
Federal Signal
FSS
$7.97B
$660K 0.05%
7,140
– –
TGT icon
231
Target
TGT
$67.2B
$635K 0.05%
4,701
-71
-1% -$10.2K
IEMG icon
232
iShares Core MSCI Emerging Markets ETF
IEMG
$157B
$634K 0.05%
12,144
-1,174
-9% -$65K
FTEC icon
233
Fidelity MSCI Information Technology Index ETF
FTEC
$21.2B
$623K 0.05%
3,372
+200
+6% +$36.6K
GE icon
234
GE Aerospace
GE
$396B
$622K 0.05%
3,732
+11
+0.3% +$1.96K
VOOG icon
235
Vanguard S&P 500 Growth ETF
VOOG
$27.1B
$614K 0.05%
10,062
+5,202
+107% +$312K
PPL
236
PPL Corp
PPL
$26.2B
$605K 0.05%
18,647
-444
-2% -$14.6K
DFUS
237
Dimensional US Equity ETF
DFUS
$21.6B
$603K 0.05%
9,462
– –
EFA icon
238
iShares MSCI EAFE ETF
EFA
$79.6B
$599K 0.05%
7,921
-551
-7% -$43.6K
UPS icon
239
United Parcel Service
UPS
$91.6B
$597K 0.05%
4,735
+1,349
+40% +$178K
T icon
240
AT&T
T
$157B
$597K 0.05%
26,199
-2,746
-9% -$61.8K
XLE icon
241
State Street Energy Select Sector SPDR ETF
XLE
$37.8B
$590K 0.05%
13,770
+136
+1% +$6.18K
MOAT icon
242
VanEck Morningstar Wide Moat ETF
MOAT
$12.2B
$580K 0.05%
6,259
+7
+0.1% +$674
IBIT icon
243
iShares Bitcoin Trust
IBIT
$47.7B
$570K 0.05%
10,738
+1,751
+19% +$82.7K
CRWD icon
244
CrowdStrike
CRWD
$217B
$569K 0.05%
6,648
+364
+6% +$30.3K
USB icon
245
US Bancorp
USB
$100B
$567K 0.05%
11,855
-3,097
-21% -$152K
ACN icon
246
Accenture
ACN
$104B
$566K 0.05%
1,610
+229
+17% +$82.4K
ROK icon
247
Rockwell Automation
ROK
$50.5B
$566K 0.05%
1,980
-5,537
-74% -$1.56M
CME icon
248
CME Group
CME
$94.8B
$565K 0.05%
2,432
+127
+6% +$29.2K
MAR icon
249
Marriott International
MAR
$93.6B
$554K 0.04%
1,986
– –
IWN icon
250
iShares Russell 2000 Value ETF
IWN
$14.6B
$550K 0.04%
3,349
-513
-13% -$87.5K
8 9
10
11 12

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KRSITF
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VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.46B AUM 22.77% 1-Year Est. Return
SWA
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ACM
Adelante Capital Management Alameda, California $1.46B AUM 8.98% 1-Year Est. Return
LLL
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MHS
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Sound View Wealth Advisors Group's Q4 2024 Portfolio in Review

As of Q4 2024, Sound View Wealth Advisors Group held 425 positions worth $1.24B, up 1.4% from $1.23B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Sound View Wealth Advisors Group's Q4 2024 filing shows 18 new, 205 increased, 147 reduced and 10 closed positions. Its largest new stake was iShares iBonds Dec 2032 Term Corporate ETF: 299,033 shares worth $7.35M. The largest sale was iShares iBonds Dec 2024 Term Corporate ETF, an estimated $24M.

By sector, the portfolio is most concentrated in Technology at 17% of assets, up from 16% a quarter earlier, followed by Healthcare and Financials.

  • Sound View Wealth Advisors Group's largest Q4 2024 buy was iShares iBonds Dec 2032 Term Corporate ETF: 299,033 shares worth $7.35M.
  • Sound View Wealth Advisors Group added most to iShares iBonds Dec 2025 Term Corporate ETF in Q4 2024, an estimated $10.7M increase.
  • Sound View Wealth Advisors Group's biggest Q4 2024 reduction was Intuit, cutting an estimated $1.72M.
  • Sound View Wealth Advisors Group fully exited iShares iBonds Dec 2024 Term Corporate ETF in Q4 2024, selling an estimated $24M.
  • Sound View Wealth Advisors Group's ten largest holdings make up 28% of its $1.24B portfolio in Q4 2024.
  • Sound View Wealth Advisors Group opened 18 new positions and closed 10 in Q4 2024.
  • Sound View Wealth Advisors Group's portfolio value rose 1.4% quarter-over-quarter to $1.24B.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2024, filed 7 Feb 2025.