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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
+7.6%
1 Year Est. Return
+18.47%
3 Year Est. Return
+60.49%
5 Year Est. Return
+77.85%
10 Year Est. Return
–
AUM
$1.35B
AUM Growth
+$135M
Cap. Flow
+$61.4M
Cap. Flow %
4.53%
Top 10 Hldgs %
27.06%
Holding
435
New
29
Increased
195
Reduced
162
Closed
12

Top Buys

Rank Stock Value
1
BMY icon
Bristol-Myers Squibb
BMY
+$12.3M
2
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$7.27M
3
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$5.52M
4
Z icon
Zillow
Z
+$4.22M
5
IBDS icon
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
LLY icon
Eli Lilly
LLY
+$4.52M
4
CP icon
Canadian Pacific Kansas City
CP
+$1.7M
5
PFG icon
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
PG icon
26
Procter & Gamble
PG
$336B
$13.8M 1.02%
86,533
+1,749
+2% +$285K
HD icon
27
Home Depot
HD
$331B
$13.1M 0.97%
35,771
-22
-0.1% -$7.96K
SPY icon
28
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$12.2M 0.9%
19,786
+390
+2% +$223K
TSLA icon
29
Tesla
TSLA
$1.23T
$11.2M 0.83%
35,216
-3,241
-8% -$976K
DIA icon
30
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
$11.1M 0.82%
25,232
+188
+0.8% +$78K
GOOG icon
31
Alphabet (Google) Class C
GOOG
$4.36T
$11.1M 0.82%
62,594
-2,187
-3% -$361K
XLK icon
32
State Street Technology Select Sector SPDR ETF
XLK
$115B
$10.8M 0.8%
85,622
+3,826
+5% +$425K
JNJ icon
33
Johnson & Johnson
JNJ
$618B
$10.8M 0.8%
70,743
+624
+0.9% +$95.9K
ABBV icon
34
AbbVie
ABBV
$443B
$10.2M 0.75%
54,935
+82
+0.1% +$15.2K
DGRO icon
35
iShares Core Dividend Growth ETF
DGRO
$42.7B
$9.74M 0.72%
152,321
-3,977
-3% -$243K
WMT icon
36
Walmart Inc
WMT
$885B
$9.65M 0.71%
98,725
-2,726
-3% -$260K
IWF icon
37
iShares Russell 1000 Growth ETF
IWF
$121B
$9.49M 0.7%
89,404
+780
+0.9% +$74.6K
META icon
38
Meta Platforms (Facebook)
META
$1.42T
$9.37M 0.69%
12,699
+1,895
+18% +$1.17M
BRK.B icon
39
Berkshire Hathaway Class B
BRK.B
$1.1T
$9.21M 0.68%
18,965
+232
+1% +$118K
IBM icon
40
IBM
IBM
$211B
$9.16M 0.68%
31,082
-479
-2% -$123K
SO icon
41
Southern Company
SO
$109B
$8.71M 0.64%
94,829
+2,695
+3% +$242K
GOOGL icon
42
Alphabet (Google) Class A
GOOGL
$4.36T
$8.58M 0.63%
48,678
+6,191
+15% +$1.01M
AMGN icon
43
Amgen
AMGN
$208B
$8.28M 0.61%
29,665
+485
+2% +$137K
VYM icon
44
Vanguard High Dividend Yield ETF
VYM
$80.9B
$8.12M 0.6%
60,894
-2,877
-5% -$364K
KO icon
45
Coca-Cola
KO
$377B
$8.11M 0.6%
114,682
-3,584
-3% -$255K
EPD icon
46
Enterprise Products Partners
EPD
$82.3B
$7.63M 0.56%
245,944
-1,900
-0.8% -$59.2K
PM icon
47
Philip Morris
PM
$297B
$7.58M 0.56%
41,611
+395
+1% +$67.8K
XLV icon
48
State Street Health Care Select Sector SPDR ETF
XLV
$41.9B
$7.46M 0.55%
55,362
+5,847
+12% +$790K
V icon
49
Visa
V
$684B
$7.42M 0.55%
20,899
-280
-1% -$97.6K
XOM icon
50
ExxonMobil
XOM
$644B
$6.86M 0.51%
63,660
+1,128
+2% +$121K
1
2
3 4 5

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KRSITF
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AAIM
American Assets Investment Management San Diego, California $1.47B AUM 43% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.46B AUM 22.77% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
ACM
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LLL
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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.