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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
+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
F icon
301
Ford
F
$58.5B
$398K 0.03%
36,717
+535
+1% +$5.45K
COP icon
302
ConocoPhillips
COP
$147B
$395K 0.03%
4,407
+122
+3% +$11K
VCLT icon
303
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.81B
$394K 0.03%
5,195
– –
BTI icon
304
British American Tobacco
BTI
$131B
$393K 0.03%
8,309
-607
-7% -$26.9K
SPGI icon
305
S&P Global
SPGI
$121B
$392K 0.03%
744
+9
+1% +$4.49K
VCSH icon
306
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.6B
$390K 0.03%
4,907
+485
+11% +$38.2K
CDNS icon
307
Cadence Design Systems
CDNS
$93.6B
$390K 0.03%
1,265
-167
-12% -$48.6K
TT icon
308
Trane Technologies
TT
$100B
$388K 0.03%
888
+149
+20% +$58.8K
CAH icon
309
Cardinal Health
CAH
$53.9B
$388K 0.03%
2,312
-141
-6% -$20.9K
EW icon
310
Edwards Lifesciences
EW
$49.6B
$387K 0.03%
4,950
+36
+0.7% +$2.69K
SIRI icon
311
SiriusXM
SIRI
$9.98B
$383K 0.03%
16,691
– –
AMT icon
312
American Tower
AMT
$80.8B
$383K 0.03%
1,734
+9
+0.5% +$1.94K
BR icon
313
Broadridge
BR
$17.8B
$376K 0.03%
1,547
– –
WWD icon
314
Woodward
WWD
$21.3B
$373K 0.03%
1,523
-89
-6% -$18.2K
IHI icon
315
iShares US Medical Devices ETF
IHI
$3.37B
$373K 0.03%
5,955
-19
-0.3% -$1.14K
HUM icon
316
Humana
HUM
$43.7B
$370K 0.03%
1,514
+360
+31% +$89.8K
BDX icon
317
Becton Dickinson
BDX
$45.6B
$364K 0.03%
2,115
+433
+26% +$79.4K
PSX icon
318
Phillips 66
PSX
$84.9B
$363K 0.03%
3,046
+560
+23% +$62.7K
YUM icon
319
Yum! Brands
YUM
$41.8B
$363K 0.03%
2,447
+3
+0.1% +$438
ESGU icon
320
iShares ESG Aware MSCI USA ETF
ESGU
$18B
$361K 0.03%
2,666
-670
-20% -$83.6K
HAS icon
321
Hasbro
HAS
$13.2B
$357K 0.03%
+4,832
New +$305K
SCHW
322
Charles Schwab
SCHW
$183B
$354K 0.03%
3,881
+123
+3% +$10.3K
SJM icon
323
J.M. Smucker
SJM
$12.7B
$350K 0.03%
3,567
-360
-9% -$39.6K
KNSA icon
324
Kiniksa Pharmaceuticals
KNSA
$5.8B
$346K 0.03%
12,505
-2,152
-15% -$54.8K
BKNG icon
325
Booking.com
BKNG
$149B
$342K 0.03%
1,475
+75
+5% +$15.4K
11 12
13
14 15

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SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
KRSITF
Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky $1.47B AUM 27.58% 1-Year Est. Return
AAIM
American Assets Investment Management San Diego, California $1.47B AUM 43% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.46B AUM 22.77% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
ACM
Adelante Capital Management Alameda, California $1.46B AUM 8.98% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 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 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.