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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
PSX icon
326
Phillips 66
PSX
$82.1B
$307K 0.03%
2,486
-198
-7% -$24.4K
HUM icon
327
Humana
HUM
$42.9B
$305K 0.03%
1,154
+63
+6% +$17K
VMC icon
328
Vulcan Materials
VMC
$36.6B
$303K 0.02%
1,300
+131
+11% +$33.3K
FIX icon
329
Comfort Systems
FIX
$61B
$302K 0.02%
937
-57
-6% -$23K
MTB icon
330
M&T Bank
MTB
$36.2B
$301K 0.02%
1,682
+153
+10% +$29K
VBK icon
331
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24B
$300K 0.02%
1,193
– –
FNF icon
332
Fidelity National Financial
FNF
$13.8B
$297K 0.02%
4,564
-3,190
-41% -$192K
CCI icon
333
Crown Castle
CCI
$33.2B
$297K 0.02%
2,846
-6,887
-71% -$643K
VDC icon
334
Vanguard Consumer Staples ETF
VDC
$7.97B
$297K 0.02%
1,355
+1
+0.1% +$216
NKE icon
335
Nike
NKE
$62.4B
$295K 0.02%
4,640
-726
-14% -$53.4K
SCHW
336
Charles Schwab
SCHW
$186B
$294K 0.02%
3,758
-29
-0.8% -$2.28K
WWD icon
337
Woodward
WWD
$21.9B
$294K 0.02%
1,612
+89
+6% +$16.5K
PWV icon
338
Invesco Large Cap Value ETF
PWV
$1.71B
$294K 0.02%
4,938
– –
KHC icon
339
Kraft Heinz
KHC
$29.6B
$291K 0.02%
9,565
-2,083
-18% -$62.3K
CPRT icon
340
Copart
CPRT
$26.5B
$290K 0.02%
5,116
-56
-1% -$3.15K
HPQ icon
341
HP
HPQ
$25.8B
$289K 0.02%
10,424
+112
+1% +$3.54K
ADBE icon
342
Adobe
ADBE
$102B
$288K 0.02%
750
+66
+10% +$28.3K
CVS icon
343
CVS Health
CVS
$124B
$286K 0.02%
+4,226
New +$253K
PAUG icon
344
Innovator US Equity Power Buffer ETF August
PAUG
$864M
$278K 0.02%
7,361
+282
+4% +$10.9K
CCL icon
345
Carnival Corporation Ltd
CCL
$39.9B
$278K 0.02%
14,217
-700
-5% -$16.6K
PDEC icon
346
Innovator US Equity Power Buffer ETF December
PDEC
$995M
$277K 0.02%
7,368
– –
Z icon
347
Zillow
Z
$7.21B
$277K 0.02%
4,040
– –
DSI icon
348
iShares MSCI KLD 400 Social ETF
DSI
$5.51B
$276K 0.02%
2,694
-847
-24% -$92.4K
GLW icon
349
Corning
GLW
$137B
$275K 0.02%
6,007
+105
+2% +$5.18K
KRYS icon
350
Krystal Biotech
KRYS
$9.57B
$273K 0.02%
1,515
+95
+7% +$16K
12 13
14
15 16

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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.