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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
VIGI icon
101
Vanguard International Dividend Appreciation ETF
VIGI
$9.1B
$3.3M 0.22%
36,121
+1,788
+5% +$162K
WRB icon
102
W.R. Berkley
WRB
$26.9B
$3.28M 0.22%
46,777
+11
+0% +$811
WFC icon
103
Wells Fargo
WFC
$261B
$3.15M 0.21%
33,847
+1,570
+5% +$136K
LOW icon
104
Lowe's Companies
LOW
$117B
$3.05M 0.2%
12,642
-17
-0.1% -$4.08K
WELL icon
105
Welltower
WELL
$169B
$3M 0.2%
16,190
+664
+4% +$124K
ABT icon
106
Abbott
ABT
$183B
$2.99M 0.2%
23,829
-512
-2% -$65.2K
WMB icon
107
Williams Companies
WMB
$87.5B
$2.96M 0.2%
49,271
+498
+1% +$30.1K
TMO icon
108
Thermo Fisher Scientific
TMO
$213B
$2.9M 0.19%
5,007
-176
-3% -$99.5K
WCN
109
Waste Connections
WCN
$42.2B
$2.79M 0.19%
15,930
+742
+5% +$128K
DLR icon
110
Digital Realty Trust
DLR
$69.7B
$2.72M 0.18%
17,551
+657
+4% +$108K
ZG icon
111
Zillow
ZG
$8.19B
$2.68M 0.18%
39,293
– –
HCA icon
112
HCA Healthcare
HCA
$87.2B
$2.62M 0.18%
5,620
-79
-1% -$36.7K
AEP icon
113
American Electric Power
AEP
$69.6B
$2.62M 0.18%
22,718
-16
-0.1% -$1.89K
DUK icon
114
Duke Energy
DUK
$97.8B
$2.56M 0.17%
21,828
-83
-0.4% -$10.1K
MU icon
115
Micron Technology
MU
$930B
$2.55M 0.17%
8,919
-753
-8% -$173K
XEL icon
116
Xcel Energy
XEL
$48.8B
$2.54M 0.17%
34,360
+1,465
+4% +$116K
VO icon
117
Vanguard Morningstar Mid-Cap ETF
VO
$108B
$2.52M 0.17%
34,728
-1,256
-3% -$91.4K
KMB icon
118
Kimberly-Clark
KMB
$36.3B
$2.49M 0.17%
24,710
-1,846
-7% -$202K
ADP icon
119
Automatic Data Processing
ADP
$106B
$2.49M 0.17%
9,669
-108
-1% -$28.7K
IGSB icon
120
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.9B
$2.41M 0.16%
45,612
-15
-0% -$794
IAU icon
121
iShares Gold Trust
IAU
$62.9B
$2.3M 0.15%
28,358
– –
ITW icon
122
Illinois Tool Works
ITW
$82.6B
$2.22M 0.15%
9,017
+20
+0.2% +$4.98K
VOE icon
123
Vanguard Morningstar Mid-Cap Value ETF
VOE
$23.8B
$2.2M 0.15%
12,377
-646
-5% -$113K
DNP icon
124
DNP Select Income Fund
DNP
$4.05B
$2.16M 0.14%
216,111
-6,110
-3% -$61.5K
VOOG icon
125
Vanguard S&P 500 Growth ETF
VOOG
$26.4B
$2.15M 0.14%
28,950
+1,374
+5% +$101K
3 4
5
6 7

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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 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.