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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
GD icon
76
General Dynamics
GD
$104B
$3.7M 0.3%
13,586
+362
+3% +$94.1K
FITB
77
Fifth Third Bancorp
FITB
$52.4B
$3.52M 0.29%
89,702
+2,007
+2% +$84.6K
VUG icon
78
Vanguard Morningstar Growth ETF
VUG
$230B
$3.5M 0.29%
56,706
-5,118
-8% -$345K
BMY icon
79
Bristol-Myers Squibb
BMY
$135B
$3.49M 0.29%
57,225
-619
-1% -$36.1K
NEE icon
80
NextEra Energy
NEE
$182B
$3.45M 0.28%
48,606
+1,520
+3% +$107K
KMI icon
81
Kinder Morgan
KMI
$69.9B
$3.41M 0.28%
119,685
-5,031
-4% -$139K
WRB icon
82
W.R. Berkley
WRB
$26.5B
$3.36M 0.28%
47,269
-632
-1% -$38.7K
ED icon
83
Consolidated Edison
ED
$40B
$3.31M 0.27%
29,943
+593
+2% +$58.2K
ABT icon
84
Abbott
ABT
$182B
$3.3M 0.27%
24,888
-3,401
-12% -$433K
ORCL icon
85
Oracle
ORCL
$420B
$3.27M 0.27%
23,420
+730
+3% +$119K
ADP icon
86
Automatic Data Processing
ADP
$108B
$3.24M 0.27%
10,615
-49
-0.5% -$14.8K
AZN icon
87
AstraZeneca
AZN
$241B
$3.18M 0.26%
21,645
+1,359
+7% +$197K
BAC icon
88
Bank of America
BAC
$440B
$3.12M 0.26%
74,754
+3,624
+5% +$161K
IBMP icon
89
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$653M
$3.08M 0.25%
121,869
+13,645
+13% +$344K
SYK icon
90
Stryker
SYK
$129B
$3.08M 0.25%
8,276
+250
+3% +$95.1K
LOW icon
91
Lowe's Companies
LOW
$122B
$3.06M 0.25%
13,122
-1,129
-8% -$278K
AXP icon
92
American Express
AXP
$234B
$3.02M 0.25%
11,234
-508
-4% -$150K
MDT icon
93
Medtronic
MDT
$110B
$2.97M 0.24%
33,091
+1,385
+4% +$124K
IVV icon
94
iShares Core S&P 500 ETF
IVV
$900B
$2.92M 0.24%
5,204
-259
-5% -$153K
IWM icon
95
iShares Russell 2000 ETF
IWM
$83B
$2.8M 0.23%
14,049
+176
+1% +$38.2K
TXN icon
96
Texas Instruments
TXN
$259B
$2.76M 0.23%
15,353
+69
+0.5% +$12.9K
DUK icon
97
Duke Energy
DUK
$96.9B
$2.73M 0.22%
22,416
-85
-0.4% -$9.69K
PFE icon
98
Pfizer
PFE
$145B
$2.73M 0.22%
107,621
-6,884
-6% -$180K
CSCO icon
99
Cisco
CSCO
$480B
$2.73M 0.22%
44,164
-698
-2% -$43K
IEFA icon
100
iShares Core MSCI EAFE ETF
IEFA
$194B
$2.61M 0.21%
34,563
+10,568
+44% +$790K
2 3
4
5 6

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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
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ACM
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LLL
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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.