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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
STLA icon
401
Stellantis
STLA
$21.1B
$174K 0.01%
15,500
– –
PCN
402
PIMCO Corporate & Income Strategy Fund
PCN
$879M
$165K 0.01%
12,123
– –
NZF icon
403
Nuveen Municipal Credit Income Fund
NZF
$2.43B
$159K 0.01%
13,036
-4,127
-24% -$51.2K
BTZ icon
404
BlackRock Credit Allocation Income Trust
BTZ
$945M
$150K 0.01%
13,970
– –
MYI icon
405
BlackRock MuniYield Quality Fund III
MYI
$716M
$113K 0.01%
10,246
-1,325
-11% -$14.7K
BFLY icon
406
Butterfly Network
BFLY
$2.21B
$36.5K ﹤0.01%
16,000
– –
AAON icon
407
Aaon
AAON
$7.49B
– –
-2,128
Closed -$250K
AIG icon
408
American International
AIG
$42.2B
– –
-3,581
Closed -$261K
ALB icon
409
Albemarle
ALB
$15.2B
– –
-2,325
Closed -$200K
APO icon
410
Apollo Global Management
APO
$73.5B
– –
-1,323
Closed -$219K
AWF
411
AllianceBernstein Global High Income Fund
AWF
$870M
– –
-16,186
Closed -$174K
AYI icon
412
Acuity Brands
AYI
$10.6B
– –
-730
Closed -$213K
BCC icon
413
Boise Cascade
BCC
$2.95B
– –
-2,066
Closed -$246K
CALF icon
414
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.75B
– –
-7,840
Closed -$345K
CLX icon
415
Clorox
CLX
$12.9B
– –
-1,345
Closed -$218K
DFAS icon
416
Dimensional US Small Cap ETF
DFAS
$15.7B
– –
-3,112
Closed -$203K
DOW icon
417
Dow Inc
DOW
$22.2B
– –
-5,377
Closed -$216K
EXR icon
418
Extra Space Storage
EXR
$31.8B
– –
-1,906
Closed -$285K
FIS icon
419
Fidelity National Information Services
FIS
$21.9B
– –
-3,097
Closed -$250K
GAB icon
420
Gabelli Equity Trust
GAB
$1.77B
– –
-35,000
Closed -$188K
HACK icon
421
Amplify Cybersecurity ETF
HACK
$2.84B
– –
-2,750
Closed -$205K
IGV icon
422
iShares Expanded Tech-Software Sector ETF
IGV
$14B
– –
-2,185
Closed -$219K
LODE icon
423
Comstock
LODE
$230M
– –
-1,500
Closed -$12K
MGA icon
424
Magna International
MGA
$18.4B
– –
-6,403
Closed -$268K
PYPL icon
425
PayPal
PYPL
$50.3B
– –
-3,844
Closed -$328K
14 15 16
17
18

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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.