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Sound View Wealth Advisors Group Portfolio holdings

AUM $1.61B
1-Year Est. Return 26.11%
This Fund
S&P 500
This Quarter Est. Return
+7.6%
1 Year Est. Return
+26.11%
3 Year Est. Return
+73%
5 Year Est. Return
+92.61%
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 Miscellaneous 47.19%
2 Technology 16.27%
3 Healthcare 7.74%
4 Financials 6.4%
5 Consumer Staples 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADI icon
376
Analog Devices
ADI
$176B
$244K 0.02%
1,025
+2
+0.2% +$416
RSP icon
377
Invesco S&P 500 Equal Weight ETF
RSP
$98B
$242K 0.02%
1,333
-21
-2% -$3.63K
KHC icon
378
The Kraft Heinz Company
KHC
$29.3B
$237K 0.02%
9,198
-367
-4% -$10.2K
ENB icon
379
Enbridge
ENB
$106B
$237K 0.02%
5,232
-72
-1% -$3.27K
CVS icon
380
CVS Health
CVS
$115B
$236K 0.02%
3,423
-803
-19% -$52.7K
FROG icon
381
JFrog
FROG
$11.6B
$233K 0.02%
+5,300
New +$201K
LNT icon
382
Alliant Energy
LNT
$17.3B
$232K 0.02%
3,844
+58
+2% +$3.55K
KD icon
383
Kyndryl
KD
$2.82B
$232K 0.02%
+5,521
New +$200K
WY icon
384
Weyerhaeuser
WY
$15.6B
$230K 0.02%
8,964
-2,477
-22% -$64.8K
IYW icon
385
iShares US Technology ETF
IYW
$25.5B
$226K 0.02%
+1,304
New +$198K
AWK icon
386
American Water Works
AWK
$27.5B
$225K 0.02%
1,619
+4
+0.2% +$573
VFH icon
387
Vanguard Financials ETF
VFH
$13.1B
$224K 0.02%
1,763
-816
-32% -$97.3K
CEF icon
388
Sprott Physical Gold and Silver Trust
CEF
$7.75B
$224K 0.02%
7,436
– –
VDC icon
389
Vanguard Consumer Staples ETF
VDC
$7.71B
$223K 0.02%
1,019
-336
-25% -$73.7K
EXC icon
390
Exelon
EXC
$43.9B
$221K 0.02%
5,098
-15
-0.3% -$668
PYPL icon
391
PayPal
PYPL
$45.3B
$220K 0.02%
+2,964
New +$203K
FV icon
392
First Trust Dorsey Wright Focus 5 ETF
FV
$3.78B
$219K 0.02%
3,699
– –
AYI icon
393
Acuity Brands
AYI
$8.97B
$219K 0.02%
+734
New +$190K
SFLR icon
394
Innovator Equity Managed Floor ETF
SFLR
$2.18B
$218K 0.02%
6,485
– –
APP icon
395
Applovin
APP
$108B
$217K 0.02%
+621
New +$201K
MPC icon
396
Marathon Petroleum
MPC
$118B
$215K 0.02%
+1,293
New +$194K
CDW icon
397
CDW
CDW
$18.7B
$212K 0.02%
1,186
-111
-9% -$18.9K
ARGX icon
398
argenx
ARGX
$62.3B
$211K 0.02%
+383
New +$222K
ROK icon
399
Rockwell Automation
ROK
$45.5B
$210K 0.02%
632
-192
-23% -$54.7K
EOG icon
400
EOG Resources
EOG
$76.3B
$210K 0.02%
+1,754
New +$200K
14 15
16
17 18

Similar funds

RIA
Recurrent Investment Advisors Houston, Texas $1.61B AUM 37.17% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return
BPAMU
BTG Pactual Asset Management US New York $1.61B AUM 24.35% 1-Year Est. Return
SWP
Strategic Wealth Partners Independence, Ohio $1.62B AUM 21.77% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return
DP
DDD Partners Bellevue, Washington $1.6B AUM 17.6% 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 Miscellaneous at 47% of assets, down from 48% a quarter earlier, followed by Technology and Healthcare.

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.