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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
JNJ icon
26
Johnson & Johnson
JNJ
$618B
$11.6M 0.95%
70,119
-12,592
-15% -$1.97M
ABBV icon
27
AbbVie
ABBV
$443B
$11.5M 0.94%
54,853
-3,959
-7% -$770K
SPY icon
28
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$10.8M 0.89%
19,396
+1,545
+9% +$908K
DIA icon
29
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
$10.5M 0.86%
25,044
-16
-0.1% -$6.92K
IBTF
30
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$10.5M 0.86%
447,972
+151,114
+51% +$3.53M
GOOG icon
31
Alphabet (Google) Class C
GOOG
$4.36T
$10.1M 0.83%
64,781
-625
-1% -$114K
BRK.B icon
32
Berkshire Hathaway Class B
BRK.B
$1.1T
$9.98M 0.82%
18,733
-349
-2% -$170K
DGRO icon
33
iShares Core Dividend Growth ETF
DGRO
$42.7B
$9.66M 0.79%
156,298
-15,897
-9% -$996K
TSLA icon
34
Tesla
TSLA
$1.23T
$9.11M 0.75%
38,457
-6,024
-14% -$2.01M
AMGN icon
35
Amgen
AMGN
$208B
$9.09M 0.75%
29,180
-343
-1% -$101K
WMT icon
36
Walmart Inc
WMT
$885B
$8.91M 0.73%
101,451
-1,105
-1% -$104K
AVGO icon
37
Broadcom
AVGO
$1.85T
$8.54M 0.7%
50,996
-1,592
-3% -$337K
SO icon
38
Southern Company
SO
$109B
$8.47M 0.7%
92,134
-1,899
-2% -$164K
KO icon
39
Coca-Cola
KO
$377B
$8.47M 0.7%
118,266
-2,129
-2% -$142K
EPD icon
40
Enterprise Products Partners
EPD
$82.3B
$8.46M 0.69%
247,844
-4,318
-2% -$144K
XLK icon
41
State Street Technology Select Sector SPDR ETF
XLK
$115B
$8.44M 0.69%
81,796
+2,330
+3% +$264K
VYM icon
42
Vanguard High Dividend Yield ETF
VYM
$80.9B
$8.22M 0.67%
63,771
-1,721
-3% -$225K
IWF icon
43
iShares Russell 1000 Growth ETF
IWF
$121B
$8M 0.66%
88,624
-228
-0.3% -$22.5K
IBM icon
44
IBM
IBM
$211B
$7.85M 0.64%
31,561
-288
-0.9% -$70.4K
XOM icon
45
ExxonMobil
XOM
$644B
$7.44M 0.61%
62,532
-7,043
-10% -$779K
V icon
46
Visa
V
$684B
$7.42M 0.61%
21,179
+140
+0.7% +$47.4K
MCD icon
47
McDonald's
MCD
$192B
$7.24M 0.59%
23,182
-1,048
-4% -$313K
XLV icon
48
State Street Health Care Select Sector SPDR ETF
XLV
$41.9B
$7.23M 0.59%
49,515
+1,420
+3% +$206K
GOOGL icon
49
Alphabet (Google) Class A
GOOGL
$4.36T
$6.57M 0.54%
42,487
-223
-0.5% -$40.4K
PM icon
50
Philip Morris
PM
$297B
$6.54M 0.54%
41,216
-2,934
-7% -$416K
1
2
3 4 5

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AAIM
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VCP
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PWMAG
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SWA
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ACM
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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.