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Sound View Wealth Advisors Group Portfolio holdings

AUM $1.61B
1-Year Est. Return 26.11%
This Fund
S&P 500
This Quarter Est. Return
+7.6%
1 Year Est. Return
+26.11%
3 Year Est. Return
+73%
5 Year Est. Return
+92.61%
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 Miscellaneous 47.19%
2 Technology 16.27%
3 Healthcare 7.74%
4 Financials 6.4%
5 Consumer Staples 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ELV icon
276
Elevance Health
ELV
$89.8B
$464K 0.03%
1,194
+6
+0.5% +$2.41K
VB icon
277
Vanguard Morningstar Small-Cap ETF
VB
$78.5B
$460K 0.03%
1,942
-965
-33% -$215K
MET icon
278
MetLife
MET
$61.9B
$460K 0.03%
5,719
-40
-0.7% -$3.09K
UPS icon
279
United Parcel Service
UPS
$85.2B
$460K 0.03%
4,555
+1,039
+30% +$102K
PSEP icon
280
Innovator US Equity Power Buffer ETF September
PSEP
$1.05B
$458K 0.03%
11,205
– –
SLB icon
281
SLB Ltd
SLB
$77.3B
$454K 0.03%
13,436
+1,784
+15% +$61.9K
O icon
282
Realty Income
O
$54.2B
$448K 0.03%
7,785
+279
+4% +$15.8K
NUBD icon
283
Nuveen ESG US Aggregate Bond ETF
NUBD
$486M
$448K 0.03%
20,133
+1,419
+8% +$31.2K
NKE icon
284
Nike
NKE
$53.9B
$445K 0.03%
6,270
+1,630
+35% +$97.8K
PAPR icon
285
Innovator US Equity Power Buffer ETF April
PAPR
$963M
$445K 0.03%
11,943
– –
USLM icon
286
United States Lime & Minerals
USLM
$3.28B
$444K 0.03%
4,450
– –
USXF icon
287
iShares ESG Advanced MSCI USA ETF
USXF
$1.47B
$443K 0.03%
8,214
– –
SLF icon
288
Sun Life Financial
SLF
$45B
$443K 0.03%
6,665
-317
-5% -$19.4K
CEG icon
289
Constellation Energy
CEG
$93.1B
$443K 0.03%
1,372
+110
+9% +$29.1K
LNC icon
290
Lincoln National
LNC
$8.1B
$443K 0.03%
12,793
+161
+1% +$5.27K
NVS icon
291
Novartis
NVS
$268B
$430K 0.03%
3,556
-105
-3% -$11.8K
ZBH icon
292
Zimmer Biomet
ZBH
$18B
$429K 0.03%
4,702
-4,489
-49% -$434K
OTIS icon
293
Otis Worldwide
OTIS
$26.2B
$428K 0.03%
4,325
+197
+5% +$19K
BNY
294
Bank of New York Mellon
BNY
$104B
$418K 0.03%
4,585
+89
+2% +$7.56K
ITOT icon
295
iShares Core S&P Total US Stock Market ETF
ITOT
$95.7B
$410K 0.03%
3,034
+18
+0.6% +$2.25K
CCL icon
296
Carnival Corporation Ltd
CCL
$30.4B
$403K 0.03%
14,317
+100
+0.7% +$2.14K
GPC icon
297
Genuine Parts
GPC
$18B
$401K 0.03%
3,308
+109
+3% +$13.1K
VFLO icon
298
VictoryShares Free Cash Flow ETF
VFLO
$11B
$401K 0.03%
11,335
– –
SYY icon
299
Sysco
SYY
$37.9B
$401K 0.03%
5,290
+53
+1% +$3.85K
GLDM icon
300
SPDR Gold MiniShares Trust
GLDM
$31.8B
$400K 0.03%
6,105
– –
10 11
12
13 14

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RIA
Recurrent Investment Advisors Houston, Texas $1.61B AUM 37.17% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return
BPAMU
BTG Pactual Asset Management US New York $1.61B AUM 24.35% 1-Year Est. Return
SWP
Strategic Wealth Partners Independence, Ohio $1.62B AUM 21.77% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return
DP
DDD Partners Bellevue, Washington $1.6B AUM 17.6% 1-Year Est. Return

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 Miscellaneous at 47% of assets, down from 48% a quarter earlier, followed by Technology and Healthcare.

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.