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SVWAG

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
BR icon
301
Broadridge
BR
$18.6B
$375K 0.03%
1,547
+3
+0.2% +$706
SPGI icon
302
S&P Global
SPGI
$120B
$374K 0.03%
735
+230
+46% +$118K
SNV
303
DELISTED
Synovus
SNV
$371K 0.03%
7,941
– –
DHR icon
304
Danaher
DHR
$139B
$370K 0.03%
1,807
+68
+4% +$14.8K
BTI icon
305
British American Tobacco
BTI
$127B
$369K 0.03%
8,916
+12
+0.1% +$472
ITOT icon
306
iShares Core S&P Total US Stock Market ETF
ITOT
$97.1B
$368K 0.03%
3,016
– –
CDNS icon
307
Cadence Design Systems
CDNS
$93.6B
$364K 0.03%
1,432
-26
-2% -$7.23K
F icon
308
Ford
F
$55.5B
$363K 0.03%
36,182
+2,628
+8% +$25.7K
IHI icon
309
iShares US Medical Devices ETF
IHI
$3.35B
$360K 0.03%
5,974
-1,542
-21% -$95.8K
EW icon
310
Edwards Lifesciences
EW
$51.2B
$356K 0.03%
4,914
+223
+5% +$16K
VCSH icon
311
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$349K 0.03%
4,422
-58
-1% -$4.55K
COF icon
312
Capital One
COF
$135B
$347K 0.03%
1,937
+10
+0.5% +$1.89K
IXN icon
313
iShares Global Tech ETF
IXN
$8.76B
$341K 0.03%
4,500
– –
CAH icon
314
Cardinal Health
CAH
$55.6B
$338K 0.03%
2,453
+226
+10% +$28.8K
CMI icon
315
Cummins
CMI
$88.3B
$338K 0.03%
1,077
+56
+5% +$19.7K
WY icon
316
Weyerhaeuser
WY
$18.4B
$335K 0.03%
11,441
+40
+0.4% +$1.19K
FDX icon
317
FedEx
FDX
$74.8B
$328K 0.03%
1,345
-62
-4% -$16.1K
GEV icon
318
GE Vernova
GEV
$269B
$326K 0.03%
1,067
+111
+12% +$38.7K
KNSA icon
319
Kiniksa Pharmaceuticals
KNSA
$5.93B
$326K 0.03%
14,657
+568
+4% +$11.7K
CW icon
320
Curtiss-Wright
CW
$27B
$322K 0.03%
1,015
– –
EVRG icon
321
Evergy
EVRG
$19.1B
$315K 0.03%
4,572
-1,800
-28% -$118K
ALL icon
322
Allstate
ALL
$70.5B
$312K 0.03%
1,508
+171
+13% +$33.3K
SRPT icon
323
Sarepta Therapeutics
SRPT
$1.76B
$310K 0.03%
4,863
+771
+19% +$81.2K
SNY icon
324
Sanofi
SNY
$104B
$309K 0.03%
5,577
-620
-10% -$33.6K
VFH icon
325
Vanguard Financials ETF
VFH
$13.7B
$308K 0.03%
2,579
-609
-19% -$74.2K
11 12
13
14 15

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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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AIA
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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.