Sound View Wealth Advisors Group Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Bristol-Myers Squibb
BMY
|
+$12.3M |
| 2 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
+$7.27M |
| 3 |
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
|
+$5.52M |
| 4 |
Zillow
Z
|
+$4.22M |
| 5 |
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 |
Eli Lilly
LLY
|
+$4.52M |
| 4 |
Canadian Pacific Kansas City
CP
|
+$1.7M |
| 5 |
Principal Financial Group
PFG
|
+$1.34M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 16.27% |
| 2 | Healthcare | 7.74% |
| 3 | Financials | 6.4% |
| 4 | Consumer Staples | 4.98% |
| 5 | Consumer Discretionary | 4.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
Kenvue
KVUE
$36.5B
| – | – |
-9,341
| Closed | -$224K |
|
427
McCormick & Company Non-Voting
MKC
$13.9B
| – | – |
-2,635
| Closed | -$217K |
|
|
MRSH
428
Marsh
MRSH
$92B
| – | – |
-981
| Closed | -$239K |
|
429
BlackRock MuniYield Quality Fund III
MYI
$714M
| – | – |
-10,246
| Closed | -$113K |
|
430
O'Reilly Automotive
ORLY
$73.3B
| – | – |
-2,190
| Closed | -$209K |
|
431
Sprouts Farmers Market
SFM
$8.28B
| – | – |
-1,547
| Closed | -$236K |
|
432
Sony
SONY
$133B
| – | – |
-8,243
| Closed | -$209K |
|
433
Constellation Brands
STZ
$22.4B
| – | – |
-1,368
| Closed | -$251K |
|
434
TotalEnergies
TTE
$194B
| – | – |
-3,394
| Closed | -$220K |
|
|
ITCI
435
DELISTED
Intra-Cellular Therapies Inc.
ITCI
| – | – |
-6,189
| Closed | -$816K |
|
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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 Technology at 16% of assets, up from 15% a quarter earlier, followed by Healthcare and Financials.
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.