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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
PSEP icon
276
Innovator US Equity Power Buffer ETF September
PSEP
$847M
$430K 0.04%
11,205
– –
OTIS icon
277
Otis Worldwide
OTIS
$27.9B
$426K 0.04%
4,128
+5
+0.1% +$488
PAPR icon
278
Innovator US Equity Power Buffer ETF April
PAPR
$960M
$426K 0.03%
11,943
-136
-1% -$5.01K
PHYS icon
279
Sprott Physical Gold
PHYS
$15.4B
$425K 0.03%
17,647
+947
+6% +$21K
ACN icon
280
Accenture
ACN
$102B
$423K 0.03%
1,355
-255
-16% -$90.1K
WSO icon
281
Watsco Inc
WSO
$13.7B
$422K 0.03%
831
-67
-7% -$33K
UL icon
282
Unilever
UL
$137B
$421K 0.03%
6,287
– –
NUBD icon
283
Nuveen ESG US Aggregate Bond ETF
NUBD
$465M
$415K 0.03%
18,714
+825
+5% +$18.1K
NVS icon
284
Novartis
NVS
$293B
$408K 0.03%
3,661
– –
ESGU icon
285
iShares ESG Aware MSCI USA ETF
ESGU
$18.3B
$407K 0.03%
3,336
– –
SLF icon
286
Sun Life Financial
SLF
$45.6B
$400K 0.03%
6,982
-1,909
-21% -$109K
VCLT icon
287
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.85B
$394K 0.03%
5,195
– –
USLM icon
288
United States Lime & Minerals
USLM
$3.36B
$393K 0.03%
4,450
-1,075
-19% -$112K
SYY icon
289
Sysco
SYY
$40.6B
$393K 0.03%
5,237
-376
-7% -$27.6K
VFLO icon
290
VictoryShares Free Cash Flow ETF
VFLO
$9.11B
$389K 0.03%
+11,335
New +$398K
UPS icon
291
United Parcel Service
UPS
$88.6B
$387K 0.03%
3,516
-1,219
-26% -$146K
BDX icon
292
Becton Dickinson
BDX
$48.8B
$385K 0.03%
1,682
+138
+9% +$32K
YUM icon
293
Yum! Brands
YUM
$41.1B
$385K 0.03%
2,444
+114
+5% +$16.4K
USXF icon
294
iShares ESG Advanced MSCI USA ETF
USXF
$1.48B
$383K 0.03%
8,214
-1,775
-18% -$88.2K
GPC icon
295
Genuine Parts
GPC
$18.2B
$381K 0.03%
3,199
-144
-4% -$17.3K
GLDM icon
296
SPDR Gold MiniShares Trust
GLDM
$29B
$378K 0.03%
6,105
– –
BNY
297
Bank of New York Mellon
BNY
$108B
$377K 0.03%
4,496
+10
+0.2% +$840
SIRI icon
298
SiriusXM
SIRI
$10.2B
$376K 0.03%
16,691
-10
-0.1% -$236
TRGP icon
299
Targa Resources
TRGP
$56.7B
$375K 0.03%
1,872
+116
+7% +$23K
AMT icon
300
American Tower
AMT
$78.7B
$375K 0.03%
1,725
+7
+0.4% +$1.37K
10 11
12
13 14

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KRSITF
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VCP
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SWA
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ACM
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LLL
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MHS
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L7C
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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.