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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
+7.41%
1 Year Est. Return
+18.47%
3 Year Est. Return
+60.49%
5 Year Est. Return
+77.85%
10 Year Est. Return
–
AUM
$1.45B
AUM Growth
+$102M
Cap. Flow
+$14.9M
Cap. Flow %
1.03%
Top 10 Hldgs %
27.32%
Holding
436
New
13
Increased
150
Reduced
208
Closed
14

Top Buys

Rank Stock Value
1
CATH icon
Global X S&P 500 Catholic Values ETF
CATH
+$8.95M
2
CGIC
Capital Group International Core Equity ETF
CGIC
+$4.36M
3
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$3.41M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$2.66M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.23M

Top Sells

Rank Stock Value
1
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$4.62M
2
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.94M
3
AVGO icon
Broadcom
AVGO
+$1.82M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.09M
5
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$1.09M

Sector Composition

Rank Sector Weight
1 Technology 16.89%
2 Healthcare 7.54%
3 Financials 6.25%
4 Consumer Discretionary 4.87%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ITOT icon
326
iShares Core S&P Total US Stock Market ETF
ITOT
$97.3B
$355K 0.02%
2,434
-600
-20% -$84.1K
KRYS icon
327
Krystal Biotech
KRYS
$9.64B
$354K 0.02%
2,003
+56
+3% +$8.38K
DDOG icon
328
Datadog
DDOG
$101B
$354K 0.02%
2,483
– –
AEM icon
329
Agnico Eagle Mines
AEM
$83.8B
$352K 0.02%
+2,090
New +$287K
IHI icon
330
iShares US Medical Devices ETF
IHI
$3.34B
$349K 0.02%
5,803
-152
-3% -$9.3K
SCHW
331
Charles Schwab
SCHW
$188B
$347K 0.02%
3,637
-244
-6% -$23.2K
IEMG icon
332
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$343K 0.02%
5,197
-474
-8% -$29.6K
DSI icon
333
iShares MSCI KLD 400 Social ETF
DSI
$5.52B
$339K 0.02%
2,694
– –
HII icon
334
Huntington Ingalls Industries
HII
$12.5B
$339K 0.02%
1,176
+5
+0.4% +$1.33K
JIRE icon
335
JPMorgan International Research Enhanced Equity ETF
JIRE
$11.4B
$336K 0.02%
+4,569
New +$328K
FDX icon
336
FedEx
FDX
$73.5B
$333K 0.02%
1,413
+1
+0.1% +$231
ALL icon
337
Allstate
ALL
$68.1B
$332K 0.02%
1,549
+38
+3% +$7.67K
DHI icon
338
D.R. Horton
DHI
$42.4B
$332K 0.02%
1,958
-663
-25% -$104K
IQV icon
339
IQVIA
IQV
$38.9B
$332K 0.02%
1,746
+39
+2% +$7.09K
ESGU icon
340
iShares ESG Aware MSCI USA ETF
ESGU
$18.3B
$331K 0.02%
2,270
-396
-15% -$55.5K
EVRG icon
341
Evergy
EVRG
$19.1B
$330K 0.02%
4,342
-230
-5% -$16.4K
BKNG icon
342
Booking.com
BKNG
$160B
$329K 0.02%
1,525
+50
+3% +$11.2K
CAH icon
343
Cardinal Health
CAH
$56B
$328K 0.02%
2,087
-225
-10% -$34.8K
VXUS icon
344
Vanguard Total International Stock ETF
VXUS
$158B
$325K 0.02%
+4,428
New +$314K
PWV icon
345
Invesco Large Cap Value ETF
PWV
$1.72B
$322K 0.02%
4,938
– –
AMT icon
346
American Tower
AMT
$78.3B
$321K 0.02%
1,670
-64
-4% -$13.3K
ELV icon
347
Elevance Health
ELV
$84.8B
$317K 0.02%
982
-212
-18% -$65.9K
SPGI icon
348
S&P Global
SPGI
$121B
$314K 0.02%
645
-99
-13% -$53K
ESGV icon
349
Vanguard ESG US Stock ETF
ESGV
$13.6B
$314K 0.02%
2,651
– –
TRGP icon
350
Targa Resources
TRGP
$55.8B
$314K 0.02%
1,872
-2
-0.1% -$333
12 13
14
15 16

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KRSITF
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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 Q3 2025 Portfolio in Review

As of Q3 2025, Sound View Wealth Advisors Group held 436 positions worth $1.45B, up 7.5% from $1.35B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Sound View Wealth Advisors Group's Q3 2025 filing shows 13 new, 150 increased, 208 reduced and 14 closed positions. Its largest new stake was Global X S&P 500 Catholic Values ETF: 114,566 shares worth $9.29M. The largest sale was iShares iBonds Dec 2025 Term Corporate ETF, an estimated $4.62M.

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

  • Sound View Wealth Advisors Group's largest Q3 2025 buy was Global X S&P 500 Catholic Values ETF: 114,566 shares worth $9.29M.
  • Sound View Wealth Advisors Group added most to iShares iBonds Dec 2027 Term Corporate ETF in Q3 2025, an estimated $3.41M increase.
  • Sound View Wealth Advisors Group's biggest Q3 2025 reduction was iShares iBonds Dec 2025 Term Corporate ETF, cutting an estimated $4.62M.
  • Sound View Wealth Advisors Group fully exited Fidelity National Financial in Q3 2025, selling an estimated $261K.
  • Sound View Wealth Advisors Group's ten largest holdings make up 27% of its $1.45B portfolio in Q3 2025.
  • Sound View Wealth Advisors Group opened 13 new positions and closed 14 in Q3 2025.
  • Sound View Wealth Advisors Group's portfolio value rose 7.5% quarter-over-quarter to $1.45B.

Based on Sound View Wealth Advisors Group's 13F filing for Q3 2025, filed 10 Nov 2025.