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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
+7.6%
1 Year Est. Return
+18.47%
3 Year Est. Return
+60.49%
5 Year Est. Return
+77.85%
10 Year Est. Return
–
AUM
$1.35B
AUM Growth
+$135M
Cap. Flow
+$61.4M
Cap. Flow %
4.53%
Top 10 Hldgs %
27.06%
Holding
435
New
29
Increased
195
Reduced
162
Closed
12

Top Buys

Rank Stock Value
1
BMY icon
Bristol-Myers Squibb
BMY
+$12.3M
2
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$7.27M
3
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$5.52M
4
Z icon
Zillow
Z
+$4.22M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$3.85M

Top Sells

Rank Stock Value
1
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$6.4M
2
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$4.9M
3
LLY icon
Eli Lilly
LLY
+$4.52M
4
CP icon
Canadian Pacific Kansas City
CP
+$1.7M
5
PFG icon
Principal Financial Group
PFG
+$1.34M

Sector Composition

Rank Sector Weight
1 Technology 16.27%
2 Healthcare 7.74%
3 Financials 6.4%
4 Consumer Staples 4.98%
5 Consumer Discretionary 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
C icon
226
Citigroup
C
$224B
$717K 0.05%
8,427
+856
+11% +$61.9K
POCT icon
227
Innovator US Equity Power Buffer ETF October
POCT
$967M
$715K 0.05%
17,323
– –
HSY icon
228
Hershey
HSY
$35.7B
$710K 0.05%
4,281
-70
-2% -$11.5K
INTC icon
229
Intel
INTC
$459B
$704K 0.05%
31,422
-4,258
-12% -$88.2K
IVOO icon
230
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.75B
$695K 0.05%
6,625
-388
-6% -$38.6K
IJH icon
231
iShares Core S&P Mid-Cap ETF
IJH
$124B
$692K 0.05%
11,163
+644
+6% +$37.8K
IGM icon
232
iShares Expanded Tech Sector ETF
IGM
$10.3B
$692K 0.05%
6,156
-549
-8% -$53.9K
AON icon
233
Aon
AON
$75.9B
$686K 0.05%
1,924
-113
-6% -$40.9K
IWO icon
234
iShares Russell 2000 Growth ETF
IWO
$14.6B
$681K 0.05%
2,383
-39
-2% -$10.3K
TRV icon
235
Travelers Companies
TRV
$78B
$669K 0.05%
2,502
-94
-4% -$24.8K
EFA icon
236
iShares MSCI EAFE ETF
EFA
$78.4B
$666K 0.05%
7,454
+685
+10% +$58.5K
FTEC icon
237
Fidelity MSCI Information Technology Index ETF
FTEC
$20.2B
$655K 0.05%
3,322
– –
FSS icon
238
Federal Signal
FSS
$7.88B
$653K 0.05%
6,140
-1,000
-14% -$89.1K
TPG icon
239
TPG
TPG
$7.43B
$648K 0.05%
12,346
-6,629
-35% -$318K
NBIX icon
240
Neurocrine Biosciences
NBIX
$16.7B
$641K 0.05%
5,100
+190
+4% +$21.8K
PNC icon
241
PNC Financial Services
PNC
$100B
$636K 0.05%
3,412
-427
-11% -$72.3K
CME icon
242
CME Group
CME
$95.7B
$634K 0.05%
2,302
-1,553
-40% -$422K
DFUS
243
Dimensional US Equity ETF
DFUS
$21.2B
$634K 0.05%
9,462
– –
COF icon
244
Capital One
COF
$134B
$630K 0.05%
2,959
+1,022
+53% +$191K
AIRR icon
245
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.4B
$627K 0.05%
7,706
– –
CB icon
246
Chubb
CB
$134B
$613K 0.05%
2,116
+217
+11% +$62.4K
BGRN icon
247
iShares USD Green Bond ETF
BGRN
$501M
$601K 0.04%
12,614
+891
+8% +$41.9K
SPG icon
248
Simon Property Group
SPG
$74.3B
$600K 0.04%
3,732
+101
+3% +$16K
XLE icon
249
State Street Energy Select Sector SPDR ETF
XLE
$38.5B
$585K 0.04%
13,784
+120
+0.9% +$5K
UL icon
250
Unilever
UL
$137B
$577K 0.04%
8,385
+2,098
+33% +$147K
8 9
10
11 12

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KRSITF
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AAIM
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VCP
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PWMAG
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SWA
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ACM
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LLL
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Sound View Wealth Advisors Group's Q2 2025 Portfolio in Review

As of Q2 2025, Sound View Wealth Advisors Group held 435 positions worth $1.35B, up 11% from $1.22B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Sound View Wealth Advisors Group deployed $61.4M of net new capital in Q2 2025, opening 29 new positions and adding to 195 existing holdings. Its largest new stake was iShares iBonds Dec 2026 Term Treasury ETF: 241,272 shares worth $5.53M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, up from 15% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was iShares iBonds Dec 2025 Term Corporate ETF, an estimated $6.4M trimmed.

  • Sound View Wealth Advisors Group's largest Q2 2025 buy was iShares iBonds Dec 2026 Term Treasury ETF: 241,272 shares worth $5.53M.
  • Sound View Wealth Advisors Group added most to Bristol-Myers Squibb in Q2 2025, an estimated $12.3M increase.
  • Sound View Wealth Advisors Group's biggest Q2 2025 reduction was iShares iBonds Dec 2025 Term Corporate ETF, cutting an estimated $6.4M.
  • Sound View Wealth Advisors Group fully exited Intra-Cellular Therapies Inc. in Q2 2025, selling an estimated $816K.
  • Sound View Wealth Advisors Group's ten largest holdings make up 27% of its $1.35B portfolio in Q2 2025.
  • Sound View Wealth Advisors Group opened 29 new positions and closed 12 in Q2 2025.
  • Sound View Wealth Advisors Group's portfolio value rose 11% quarter-over-quarter to $1.35B.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2025, filed 7 Aug 2025.