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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
-0.74%
1 Year Est. Return
+18.47%
3 Year Est. Return
+60.49%
5 Year Est. Return
+77.85%
10 Year Est. Return
–
AUM
$1.22B
AUM Growth
-$22.9M
Cap. Flow
+$3.58M
Cap. Flow %
0.29%
Top 10 Hldgs %
27.22%
Holding
432
New
17
Increased
175
Reduced
178
Closed
26

Top Buys

Rank Stock Value
1
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$6.04M
2
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$3.53M
3
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$2.8M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.47M
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$2.3M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$4.86M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.37M
3
TSLA icon
Tesla
TSLA
+$2.01M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.97M
5
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$1.28M

Sector Composition

Rank Sector Weight
1 Technology 14.66%
2 Healthcare 8.57%
3 Financials 6.5%
4 Consumer Staples 5.57%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VB icon
226
Vanguard Morningstar Small-Cap ETF
VB
$81.6B
$645K 0.05%
2,907
-808
-22% -$193K
IBIT icon
227
iShares Bitcoin Trust
IBIT
$47.8B
$643K 0.05%
13,737
+2,999
+28% +$159K
XLE icon
228
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
$638K 0.05%
13,664
-106
-0.8% -$4.78K
PPL
229
PPL Corp
PPL
$26.3B
$619K 0.05%
17,144
-1,503
-8% -$51K
IWO icon
230
iShares Russell 2000 Growth ETF
IWO
$14.9B
$619K 0.05%
2,422
+48
+2% +$13.5K
IJH icon
231
iShares Core S&P Mid-Cap ETF
IJH
$125B
$614K 0.05%
10,519
+1,743
+20% +$108K
IGM icon
232
iShares Expanded Tech Sector ETF
IGM
$10.6B
$608K 0.05%
6,705
+6
+0.1% +$606
SPG icon
233
Simon Property Group
SPG
$72.9B
$603K 0.05%
3,631
-1,328
-27% -$232K
USB icon
234
US Bancorp
USB
$100B
$602K 0.05%
14,256
+2,401
+20% +$111K
CRWD icon
235
CrowdStrike
CRWD
$214B
$598K 0.05%
6,780
+132
+2% +$12.6K
ASML icon
236
ASML
ASML
$645B
$596K 0.05%
899
+237
+36% +$172K
CB icon
237
Chubb
CB
$136B
$574K 0.05%
1,899
+23
+1% +$6.39K
DFUS
238
Dimensional US Equity ETF
DFUS
$21.5B
$572K 0.05%
9,462
– –
WELL icon
239
Welltower
WELL
$171B
$558K 0.05%
3,644
+73
+2% +$10.4K
BGRN icon
240
iShares USD Green Bond ETF
BGRN
$502M
$555K 0.05%
11,723
+514
+5% +$24.1K
EFA icon
241
iShares MSCI EAFE ETF
EFA
$79.4B
$553K 0.05%
6,769
-1,152
-15% -$92.8K
EFX icon
242
Equifax
EFX
$20.8B
$550K 0.05%
2,257
-3,898
-63% -$980K
TSCO icon
243
Tractor Supply
TSCO
$17.5B
$549K 0.05%
9,960
+601
+6% +$32.9K
NBIX icon
244
Neurocrine Biosciences
NBIX
$16.4B
$543K 0.04%
4,910
-26
-0.5% -$3.29K
DRI icon
245
Darden Restaurants
DRI
$23.8B
$542K 0.04%
2,611
-30
-1% -$5.79K
T icon
246
AT&T
T
$158B
$539K 0.04%
19,068
-7,131
-27% -$179K
C icon
247
Citigroup
C
$231B
$537K 0.04%
7,571
-91
-1% -$6.94K
TGT icon
248
Target
TGT
$67.1B
$536K 0.04%
5,137
+436
+9% +$54.5K
FTEC icon
249
Fidelity MSCI Information Technology Index ETF
FTEC
$21B
$536K 0.04%
3,322
-50
-1% -$8.96K
WFC icon
250
Wells Fargo
WFC
$270B
$529K 0.04%
7,363
+115
+2% +$8.63K
8 9
10
11 12

Similar funds

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
KRSITF
Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky $1.47B AUM 27.58% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
ACM
Adelante Capital Management Alameda, California $1.46B AUM 8.98% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
L7C
Liberty 77 Capital Washington, District of Columbia $1.46B AUM 33.32% 1-Year Est. Return

Sound View Wealth Advisors Group's Q1 2025 Portfolio in Review

As of Q1 2025, Sound View Wealth Advisors Group held 432 positions worth $1.22B, down 1.8% from $1.24B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Sound View Wealth Advisors Group's Q1 2025 filing shows 17 new, 175 increased, 178 reduced and 26 closed positions. Its largest new stake was Schwab International Equity ETF: 50,607 shares worth $1M. The largest sale was Apple, an estimated $4.86M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 17% a quarter earlier, followed by Healthcare and Financials.

  • Sound View Wealth Advisors Group's largest Q1 2025 buy was Schwab International Equity ETF: 50,607 shares worth $1M.
  • Sound View Wealth Advisors Group added most to iShares iBonds Dec 2032 Term Corporate ETF in Q1 2025, an estimated $6.04M increase.
  • Sound View Wealth Advisors Group's biggest Q1 2025 reduction was Apple, cutting an estimated $4.86M.
  • Sound View Wealth Advisors Group fully exited Vanguard Total International Stock ETF in Q1 2025, selling an estimated $347K.
  • Sound View Wealth Advisors Group's ten largest holdings make up 27% of its $1.22B portfolio in Q1 2025.
  • Sound View Wealth Advisors Group opened 17 new positions and closed 26 in Q1 2025.
  • Sound View Wealth Advisors Group's portfolio value fell 1.8% quarter-over-quarter to $1.22B.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2025, filed 8 May 2025.