We are live on ! Find out more
SVWAG

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
CFG icon
401
Citizens Financial Group
CFG
$31.1B
$209K 0.01%
+3,578
New +$192K
DG icon
402
Dollar General
DG
$28B
$204K 0.01%
+1,539
New +$172K
ZBH icon
403
Zimmer Biomet
ZBH
$19B
$204K 0.01%
2,271
-2,307
-50% -$219K
HPQ icon
404
HP
HPQ
$26.1B
$202K 0.01%
9,074
-649
-7% -$16.5K
VTWO icon
405
Vanguard Russell 2000 ETF
VTWO
$17.8B
$202K 0.01%
+2,027
New +$202K
IBDZ
406
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$869M
$201K 0.01%
+7,632
New +$202K
IBDY icon
407
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.1B
$201K 0.01%
+7,689
New +$202K
ORLY icon
408
O'Reilly Automotive
ORLY
$76.3B
$200K 0.01%
2,198
– –
APH icon
409
Amphenol
APH
$212B
$200K 0.01%
+1,483
New +$198K
FTI icon
410
TechnipFMC
FTI
$27.2B
$200K 0.01%
+4,493
New +$190K
STLA icon
411
Stellantis
STLA
$21.2B
$169K 0.01%
15,500
– –
NZF icon
412
Nuveen Municipal Credit Income Fund
NZF
$2.42B
$157K 0.01%
12,478
– –
PCN
413
PIMCO Corporate & Income Strategy Fund
PCN
$878M
$155K 0.01%
12,123
– –
CALC icon
414
CalciMedica
CALC
$11.7M
$132K 0.01%
20,100
– –
BTZ icon
415
BlackRock Credit Allocation Income Trust
BTZ
$935M
$119K 0.01%
10,970
-3,000
-21% -$32.9K
BFLY icon
416
Butterfly Network
BFLY
$2.24B
$60.8K ﹤0.01%
16,000
– –
ACR
417
ACRES Commercial Realty
ACR
$104M
– –
-10,000
Closed -$212K
AIG icon
418
American International
AIG
$42.5B
– –
-7,085
Closed -$243K
BAX icon
419
Baxter International
BAX
$14.1B
– –
-13,184
Closed -$300K
BSX icon
420
Boston Scientific
BSX
$69.2B
– –
-2,432
Closed -$237K
CLX icon
421
Clorox
CLX
$12.8B
– –
-2,028
Closed -$250K
DTE icon
422
DTE Energy
DTE
$29.1B
– –
-1,454
Closed -$206K
ESLT icon
423
Elbit Systems
ESLT
$40.5B
– –
-450
Closed -$229K
EVRG icon
424
Evergy
EVRG
$19.1B
– –
-4,342
Closed -$330K
EXC icon
425
Exelon
EXC
$47.1B
– –
-4,540
Closed -$204K
14 15 16
17
18

Similar funds

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
KRSITF
Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky $1.47B AUM 27.58% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 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
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
L7C
Liberty 77 Capital Washington, District of Columbia $1.46B AUM 33.32% 1-Year Est. Return

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.