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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
AXP icon
76
American Express
AXP
$227B
$4.2M 0.31%
13,157
+1,923
+17% +$541K
SCHF icon
77
Schwab International Equity ETF
SCHF
$66.6B
$4.11M 0.3%
186,103
+135,496
+268% +$2.82M
CAT icon
78
Caterpillar
CAT
$375B
$4.08M 0.3%
10,500
-1,215
-10% -$405K
VUG icon
79
Vanguard Morningstar Growth ETF
VUG
$220B
$4.07M 0.3%
55,734
-972
-2% -$64K
GD icon
80
General Dynamics
GD
$104B
$4.01M 0.3%
13,752
+166
+1% +$45.7K
IBMP icon
81
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$651M
$3.93M 0.29%
154,864
+32,995
+27% +$831K
TXN icon
82
Texas Instruments
TXN
$252B
$3.8M 0.28%
18,319
+2,966
+19% +$527K
IEFA icon
83
iShares Core MSCI EAFE ETF
IEFA
$190B
$3.75M 0.28%
44,887
+10,324
+30% +$819K
VHT icon
84
Vanguard Health Care ETF
VHT
$18.1B
$3.75M 0.28%
15,086
+50
+0.3% +$12.4K
QCOM icon
85
Qualcomm
QCOM
$155B
$3.68M 0.27%
23,121
-1,065
-4% -$157K
KMB icon
86
Kimberly-Clark
KMB
$36.3B
$3.6M 0.27%
27,952
-897
-3% -$122K
SYK icon
87
Stryker
SYK
$125B
$3.53M 0.26%
8,931
+655
+8% +$245K
KMI icon
88
Kinder Morgan
KMI
$71.7B
$3.5M 0.26%
119,171
-514
-0.4% -$14.1K
WRB icon
89
W.R. Berkley
WRB
$26.9B
$3.44M 0.25%
46,807
-462
-1% -$33.1K
NEE icon
90
NextEra Energy
NEE
$181B
$3.43M 0.25%
49,366
+760
+2% +$52.8K
BAC icon
91
Bank of America
BAC
$435B
$3.41M 0.25%
72,101
-2,653
-4% -$112K
ABT icon
92
Abbott
ABT
$183B
$3.41M 0.25%
25,072
+184
+0.7% +$24.3K
IVV icon
93
iShares Core S&P 500 ETF
IVV
$878B
$3.39M 0.25%
5,464
+260
+5% +$149K
ED icon
94
Consolidated Edison
ED
$40.1B
$3.37M 0.25%
33,534
+3,591
+12% +$380K
CSCO icon
95
Cisco
CSCO
$457B
$3.23M 0.24%
46,508
+2,344
+5% +$144K
AZN icon
96
AstraZeneca
AZN
$263B
$3.18M 0.24%
22,767
+1,122
+5% +$157K
BYRN icon
97
Byrna Technologies
BYRN
$103M
$3.15M 0.23%
102,135
+50
+0% +$1.22K
WMB icon
98
Williams Companies
WMB
$87.5B
$3.1M 0.23%
49,418
-17,292
-26% -$1.02M
IWM icon
99
iShares Russell 2000 ETF
IWM
$79.8B
$3.09M 0.23%
14,335
+286
+2% +$57.6K
ADP icon
100
Automatic Data Processing
ADP
$106B
$3.04M 0.22%
9,848
-767
-7% -$236K
2 3
4
5 6

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SRC
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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
Adelante Capital Management Alameda, California $1.46B AUM 8.98% 1-Year Est. Return
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.