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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
+3.15%
1 Year Est. Return
+18.47%
3 Year Est. Return
+60.49%
5 Year Est. Return
+77.85%
10 Year Est. Return
–
AUM
$1.49B
AUM Growth
+$35.8M
Cap. Flow
+$1.42M
Cap. Flow %
0.1%
Top 10 Hldgs %
28.44%
Holding
442
New
20
Increased
141
Reduced
201
Closed
26

Top Buys

Rank Stock Value
1
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$13.5M
2
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$12.7M
3
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$10.9M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$6.13M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$5.11M

Top Sells

Rank Stock Value
1
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$41.4M
2
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$4.46M
3
IBMN
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
+$3.78M
4
AAPL icon
Apple
AAPL
+$3.49M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.04M

Sector Composition

Rank Sector Weight
1 Technology 16.36%
2 Healthcare 8.24%
3 Financials 6.24%
4 Consumer Discretionary 4.64%
5 Consumer Staples 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
F icon
276
Ford
F
$56.3B
$478K 0.03%
36,398
+3,501
+11% +$45.1K
USXF icon
277
iShares ESG Advanced MSCI USA ETF
USXF
$1.48B
$473K 0.03%
8,214
– –
XLC icon
278
State Street Communication Services Select Sector SPDR ETF
XLC
$22.3B
$470K 0.03%
3,993
-3
-0.1% -$345
BTI icon
279
British American Tobacco
BTI
$128B
$464K 0.03%
8,197
-45
-0.5% -$2.46K
NUBD icon
280
Nuveen ESG US Aggregate Bond ETF
NUBD
$465M
$456K 0.03%
20,404
– –
TSCO icon
281
Tractor Supply
TSCO
$17.5B
$455K 0.03%
9,098
-565
-6% -$30.4K
AZO icon
282
AutoZone
AZO
$50.1B
$454K 0.03%
134
– –
O icon
283
Realty Income
O
$58.5B
$453K 0.03%
8,041
+390
+5% +$22.6K
WWD icon
284
Woodward
WWD
$22B
$453K 0.03%
1,498
-4
-0.3% -$1.1K
PSEP icon
285
Innovator US Equity Power Buffer ETF September
PSEP
$846M
$448K 0.03%
10,242
-1,360
-12% -$58.8K
MET icon
286
MetLife
MET
$61.9B
$447K 0.03%
5,662
+226
+4% +$17.9K
UL icon
287
Unilever
UL
$139B
$441K 0.03%
6,749
-24
-0.4% -$1.61K
CAH icon
288
Cardinal Health
CAH
$56B
$441K 0.03%
2,145
+58
+3% +$10.9K
PAPR icon
289
Innovator US Equity Power Buffer ETF April
PAPR
$960M
$439K 0.03%
11,221
-590
-5% -$22.8K
PAUG icon
290
Innovator US Equity Power Buffer ETF August
PAUG
$865M
$439K 0.03%
10,144
– –
TGT icon
291
Target
TGT
$67.1B
$438K 0.03%
4,476
+1,192
+36% +$110K
OKE icon
292
Oneok
OKE
$55B
$437K 0.03%
5,951
-2,780
-32% -$197K
BMRN icon
293
BioMarin Pharmaceuticals
BMRN
$11.6B
$434K 0.03%
+7,310
New +$398K
DRI icon
294
Darden Restaurants
DRI
$23.9B
$430K 0.03%
2,336
-105
-4% -$19.1K
ICE icon
295
Intercontinental Exchange
ICE
$84.1B
$428K 0.03%
2,644
+71
+3% +$11.1K
CCL icon
296
Carnival Corporation Ltd
CCL
$40.6B
$428K 0.03%
14,017
-20
-0.1% -$558
HAS icon
297
Hasbro
HAS
$12.9B
$427K 0.03%
5,210
-6
-0.1% -$470
FDX icon
298
FedEx
FDX
$73.5B
$425K 0.03%
1,473
+60
+4% +$15.8K
RSG icon
299
Republic Services
RSG
$63.7B
$418K 0.03%
1,973
+17
+0.9% +$3.66K
TDV icon
300
ProShares S&P Technology Dividend Aristocrats ETF
TDV
$279M
$418K 0.03%
4,822
-184
-4% -$16K
10 11
12
13 14

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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 Q4 2025 Portfolio in Review

As of Q4 2025, Sound View Wealth Advisors Group held 442 positions worth $1.49B, up 2.5% from $1.45B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Sound View Wealth Advisors Group's Q4 2025 filing shows 20 new, 141 increased, 201 reduced and 26 closed positions. Its largest new stake was Akre Focus ETF: 26,565 shares worth $1.74M. The largest sale was iShares iBonds Dec 2025 Term Corporate ETF, an estimated $41.4M.

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

  • Sound View Wealth Advisors Group's largest Q4 2025 buy was Akre Focus ETF: 26,565 shares worth $1.74M.
  • Sound View Wealth Advisors Group added most to iShares iBonds Dec 2029 Term Corporate ETF in Q4 2025, an estimated $13.5M increase.
  • Sound View Wealth Advisors Group's biggest Q4 2025 reduction was Apple, cutting an estimated $3.49M.
  • Sound View Wealth Advisors Group fully exited iShares iBonds Dec 2025 Term Corporate ETF in Q4 2025, selling an estimated $41.4M.
  • Sound View Wealth Advisors Group's ten largest holdings make up 28% of its $1.49B portfolio in Q4 2025.
  • Sound View Wealth Advisors Group opened 20 new positions and closed 26 in Q4 2025.
  • Sound View Wealth Advisors Group's portfolio value rose 2.5% quarter-over-quarter to $1.49B.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2025, filed 8 Jan 2026.