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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
+1.38%
1 Year Est. Return
+18.47%
3 Year Est. Return
+60.49%
5 Year Est. Return
+77.85%
10 Year Est. Return
–
AUM
$1.24B
AUM Growth
+$16.6M
Cap. Flow
+$13.3M
Cap. Flow %
1.07%
Top 10 Hldgs %
27.76%
Holding
425
New
18
Increased
205
Reduced
147
Closed
10

Top Buys

Rank Stock Value
1
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$10.7M
2
IBDX icon
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
+$7.48M
3
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$6.28M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$2.63M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$1.96M

Top Sells

Rank Stock Value
1
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$24M
2
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$10.2M
3
IBMM
iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
+$3.27M
4
INTU icon
Intuit
INTU
+$1.72M
5
CRM icon
Salesforce
CRM
+$1.64M

Sector Composition

Rank Sector Weight
1 Technology 16.61%
2 Healthcare 7.89%
3 Financials 6.17%
4 Consumer Discretionary 5.68%
5 Consumer Staples 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RSP icon
376
Invesco S&P 500 Equal Weight ETF
RSP
$99.3B
$236K 0.02%
1,349
+179
+15% +$32.4K
D icon
377
Dominion Energy
D
$60.2B
$235K 0.02%
4,367
-552
-11% -$31.5K
STZ icon
378
Constellation Brands
STZ
$22.3B
$233K 0.02%
1,053
-13
-1% -$3.09K
TRI icon
379
Thomson Reuters
TRI
$43.8B
$226K 0.02%
1,385
– –
TT icon
380
Trane Technologies
TT
$106B
$225K 0.02%
+610
New +$242K
LNT icon
381
Alliant Energy
LNT
$18.2B
$224K 0.02%
3,781
– –
KRYS icon
382
Krystal Biotech
KRYS
$9.54B
$222K 0.02%
1,420
+220
+18% +$39K
CTSH icon
383
Cognizant
CTSH
$25B
$222K 0.02%
2,884
+127
+5% +$9.94K
MCK icon
384
McKesson
MCK
$99.4B
$219K 0.02%
+384
New +$215K
IGV icon
385
iShares Expanded Tech-Software Sector ETF
IGV
$14.4B
$219K 0.02%
+2,185
New +$217K
APO icon
386
Apollo Global Management
APO
$73.8B
$219K 0.02%
+1,323
New +$210K
CLX icon
387
Clorox
CLX
$12.6B
$218K 0.02%
1,345
+77
+6% +$12.6K
MKC icon
388
McCormick & Company Non-Voting
MKC
$14B
$217K 0.02%
2,843
-1,457
-34% -$114K
DOW icon
389
Dow Inc
DOW
$21.3B
$216K 0.02%
5,377
+675
+14% +$31.5K
ENB icon
390
Enbridge
ENB
$114B
$215K 0.02%
5,061
-780
-13% -$32.7K
ANSS
391
DELISTED
Ansys
ANSS
$214K 0.02%
634
– –
EXC icon
392
Exelon
EXC
$47B
$213K 0.02%
5,671
-253
-4% -$9.81K
UBER icon
393
Uber
UBER
$136B
$213K 0.02%
3,536
+67
+2% +$4.78K
AYI icon
394
Acuity Brands
AYI
$10.7B
$213K 0.02%
730
-7
-0.9% -$2.19K
KVUE icon
395
Kenvue
KVUE
$37.1B
$213K 0.02%
9,985
+590
+6% +$13.4K
SHW icon
396
Sherwin-Williams
SHW
$88.7B
$213K 0.02%
627
-4
-0.6% -$1.49K
CDW icon
397
CDW
CDW
$17.5B
$210K 0.02%
1,206
-733
-38% -$142K
NZF icon
398
Nuveen Municipal Credit Income Fund
NZF
$2.42B
$209K 0.02%
17,163
-573
-3% -$7.27K
SPYG icon
399
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.2B
$209K 0.02%
+2,375
New +$205K
HACK icon
400
Amplify Cybersecurity ETF
HACK
$2.9B
$205K 0.02%
+2,750
New +$200K
13 14 15
16
17

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SRC
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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 Q4 2024 Portfolio in Review

As of Q4 2024, Sound View Wealth Advisors Group held 425 positions worth $1.24B, up 1.4% from $1.23B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Sound View Wealth Advisors Group's Q4 2024 filing shows 18 new, 205 increased, 147 reduced and 10 closed positions. Its largest new stake was iShares iBonds Dec 2032 Term Corporate ETF: 299,033 shares worth $7.35M. The largest sale was iShares iBonds Dec 2024 Term Corporate ETF, an estimated $24M.

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 Q4 2024 buy was iShares iBonds Dec 2032 Term Corporate ETF: 299,033 shares worth $7.35M.
  • Sound View Wealth Advisors Group added most to iShares iBonds Dec 2025 Term Corporate ETF in Q4 2024, an estimated $10.7M increase.
  • Sound View Wealth Advisors Group's biggest Q4 2024 reduction was Intuit, cutting an estimated $1.72M.
  • Sound View Wealth Advisors Group fully exited iShares iBonds Dec 2024 Term Corporate ETF in Q4 2024, selling an estimated $24M.
  • Sound View Wealth Advisors Group's ten largest holdings make up 28% of its $1.24B portfolio in Q4 2024.
  • Sound View Wealth Advisors Group opened 18 new positions and closed 10 in Q4 2024.
  • Sound View Wealth Advisors Group's portfolio value rose 1.4% quarter-over-quarter to $1.24B.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2024, filed 7 Feb 2025.