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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
+3.15%
1 Year Est. Return
+18.47%
3 Year Est. Return
+60.49%
5 Year Est. Return
+77.85%
10 Year Est. Return
–
AUM
$1.49B
AUM Growth
+$35.8M
Cap. Flow
+$1.42M
Cap. Flow %
0.1%
Top 10 Hldgs %
28.44%
Holding
442
New
20
Increased
141
Reduced
201
Closed
26

Top Buys

Rank Stock Value
1
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$13.5M
2
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$12.7M
3
IBDV icon
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
+$10.9M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$6.13M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$5.11M

Top Sells

Rank Stock Value
1
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$41.4M
2
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$4.46M
3
IBMN
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
+$3.78M
4
AAPL icon
Apple
AAPL
+$3.49M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.04M

Sector Composition

Rank Sector Weight
1 Technology 16.36%
2 Healthcare 8.24%
3 Financials 6.24%
4 Consumer Discretionary 4.64%
5 Consumer Staples 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UPS icon
376
United Parcel Service
UPS
$91.5B
$250K 0.02%
2,520
-239
-9% -$22.4K
LNT icon
377
Alliant Energy
LNT
$18.2B
$250K 0.02%
3,844
– –
ZSEP
378
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$123M
$248K 0.02%
9,254
– –
ADPV icon
379
Adaptiv Select ETF
ADPV
$182M
$244K 0.02%
+5,686
New +$245K
VLO icon
380
Valero Energy
VLO
$87.1B
$243K 0.02%
1,491
+2
+0.1% +$339
HWM icon
381
Howmet Aerospace
HWM
$117B
$240K 0.02%
1,173
-85
-7% -$16.9K
CCI icon
382
Crown Castle
CCI
$32.3B
$240K 0.02%
2,695
+84
+3% +$7.73K
WSO icon
383
Watsco Inc
WSO
$13.7B
$239K 0.02%
709
+11
+2% +$3.93K
ATR icon
384
AptarGroup
ATR
$8.69B
$238K 0.02%
1,949
+139
+8% +$17.2K
VBR icon
385
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.9B
$237K 0.02%
1,117
+32
+3% +$6.7K
DHI icon
386
D.R. Horton
DHI
$42.4B
$237K 0.02%
1,642
-316
-16% -$48.1K
EQR icon
387
Equity Residential
EQR
$25.4B
$235K 0.02%
3,724
-61
-2% -$3.74K
ENB icon
388
Enbridge
ENB
$113B
$232K 0.02%
4,844
-325
-6% -$15.5K
FROG icon
389
JFrog
FROG
$10.2B
$231K 0.02%
+3,700
New +$210K
XAR icon
390
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.38B
$229K 0.02%
+950
New +$226K
CTAS icon
391
Cintas
CTAS
$80.6B
$228K 0.02%
1,212
-40
-3% -$7.53K
XLY icon
392
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23B
$222K 0.01%
1,859
-1
-0.1% -$119
SFLR icon
393
Innovator Equity Managed Floor ETF
SFLR
$2.15B
$220K 0.01%
5,978
-507
-8% -$18.5K
SPOT icon
394
Spotify
SPOT
$99.2B
$220K 0.01%
379
-23
-6% -$14.4K
FPE icon
395
First Trust Preferred Securities and Income ETF
FPE
$6.35B
$219K 0.01%
12,022
-2,555
-18% -$46.7K
DFAS icon
396
Dimensional US Small Cap ETF
DFAS
$15.7B
$218K 0.01%
3,131
+4
+0.1% +$276
NTRS icon
397
Northern Trust
NTRS
$33.7B
$213K 0.01%
1,559
-62
-4% -$8.14K
MPC icon
398
Marathon Petroleum
MPC
$86.9B
$212K 0.01%
1,301
+10
+0.8% +$1.87K
MRSH
399
Marsh
MRSH
$91.4B
$211K 0.01%
+1,139
New +$213K
AWK icon
400
American Water Works
AWK
$26.7B
$211K 0.01%
1,615
-44
-3% -$5.88K
14 15
16
17 18

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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 Q4 2025 Portfolio in Review

As of Q4 2025, Sound View Wealth Advisors Group held 442 positions worth $1.49B, up 2.5% from $1.45B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Sound View Wealth Advisors Group's Q4 2025 filing shows 20 new, 141 increased, 201 reduced and 26 closed positions. Its largest new stake was Akre Focus ETF: 26,565 shares worth $1.74M. The largest sale was iShares iBonds Dec 2025 Term Corporate ETF, an estimated $41.4M.

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

  • Sound View Wealth Advisors Group's largest Q4 2025 buy was Akre Focus ETF: 26,565 shares worth $1.74M.
  • Sound View Wealth Advisors Group added most to iShares iBonds Dec 2029 Term Corporate ETF in Q4 2025, an estimated $13.5M increase.
  • Sound View Wealth Advisors Group's biggest Q4 2025 reduction was Apple, cutting an estimated $3.49M.
  • Sound View Wealth Advisors Group fully exited iShares iBonds Dec 2025 Term Corporate ETF in Q4 2025, selling an estimated $41.4M.
  • Sound View Wealth Advisors Group's ten largest holdings make up 28% of its $1.49B portfolio in Q4 2025.
  • Sound View Wealth Advisors Group opened 20 new positions and closed 26 in Q4 2025.
  • Sound View Wealth Advisors Group's portfolio value rose 2.5% quarter-over-quarter to $1.49B.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2025, filed 8 Jan 2026.