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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
+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
SPHQ icon
26
Invesco S&P 500 Quality ETF
SPHQ
$19.4B
$14.8M 0.99%
197,155
-1,432
-0.7% -$106K
JNJ icon
27
Johnson & Johnson
JNJ
$618B
$14.3M 0.96%
68,935
-1,660
-2% -$328K
BMY icon
28
Bristol-Myers Squibb
BMY
$133B
$14.1M 0.94%
260,569
-42,381
-14% -$2.04M
SPY icon
29
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$13.8M 0.93%
20,232
+416
+2% +$281K
XLK icon
30
State Street Technology Select Sector SPDR ETF
XLK
$115B
$12.9M 0.87%
89,591
+1,433
+2% +$207K
ABBV icon
31
AbbVie
ABBV
$443B
$12.1M 0.81%
52,789
-640
-1% -$146K
HD icon
32
Home Depot
HD
$331B
$12M 0.81%
35,013
-250
-0.7% -$91.6K
DIA icon
33
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
$12M 0.81%
24,978
+265
+1% +$125K
PG icon
34
Procter & Gamble
PG
$336B
$11.5M 0.77%
80,280
-3,334
-4% -$492K
IBTG icon
35
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.24B
$11.3M 0.76%
494,443
+202,697
+69% +$4.64M
WMT icon
36
Walmart Inc
WMT
$885B
$11.1M 0.74%
99,481
+30
+0% +$3.22K
DGRO icon
37
iShares Core Dividend Growth ETF
DGRO
$42.7B
$10.2M 0.68%
146,511
-3,560
-2% -$245K
IWF icon
38
iShares Russell 1000 Growth ETF
IWF
$121B
$10M 0.67%
84,912
-4,964
-6% -$588K
AMGN icon
39
Amgen
AMGN
$208B
$9.56M 0.64%
29,215
-112
-0.4% -$35.5K
BRK.B icon
40
Berkshire Hathaway Class B
BRK.B
$1.1T
$9.49M 0.64%
18,877
-118
-0.6% -$58.7K
CATH icon
41
Global X S&P 500 Catholic Values ETF
CATH
$1.28B
$9.41M 0.63%
114,379
-187
-0.2% -$15.3K
IBM icon
42
IBM
IBM
$211B
$9.26M 0.62%
31,266
-573
-2% -$172K
VYM icon
43
Vanguard High Dividend Yield ETF
VYM
$80.9B
$8.83M 0.59%
61,520
+1,814
+3% +$258K
META icon
44
Meta Platforms (Facebook)
META
$1.42T
$8.3M 0.56%
12,567
-179
-1% -$120K
RTX icon
45
RTX Corp
RTX
$290B
$8.18M 0.55%
44,614
-60
-0.1% -$10.4K
XOM icon
46
ExxonMobil
XOM
$644B
$8.17M 0.55%
67,917
+1,413
+2% +$164K
KO icon
47
Coca-Cola
KO
$377B
$7.84M 0.53%
112,096
-773
-0.7% -$53.9K
SO icon
48
Southern Company
SO
$109B
$7.83M 0.53%
89,786
-1,597
-2% -$146K
EPD icon
49
Enterprise Products Partners
EPD
$82.3B
$7.79M 0.52%
243,112
-2,832
-1% -$89.5K
V icon
50
Visa
V
$684B
$7.58M 0.51%
21,600
+189
+0.9% +$64.4K
1
2
3 4 5

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KRSITF
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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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LLL
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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.