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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
DE icon
126
Deere & Co
DE
$167B
$1.87M 0.15%
3,984
– –
IBMR icon
127
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$468M
$1.87M 0.15%
74,671
+5,999
+9% +$150K
HON icon
128
Honeywell
HON
$78.9B
$1.86M 0.15%
9,304
+51
+0.6% +$10.3K
BYRN icon
129
Byrna Technologies
BYRN
$108M
$1.72M 0.14%
102,085
-4,650
-4% -$120K
VRTX icon
130
Vertex Pharmaceuticals
VRTX
$121B
$1.71M 0.14%
3,530
+94
+3% +$43.8K
CRM icon
131
Salesforce
CRM
$156B
$1.7M 0.14%
6,325
-1,019
-14% -$317K
NFLX icon
132
Netflix
NFLX
$306B
$1.68M 0.14%
18,030
+470
+3% +$44.7K
IAU icon
133
iShares Gold Trust
IAU
$63.3B
$1.68M 0.14%
28,458
– –
MU icon
134
Micron Technology
MU
$1.01T
$1.67M 0.14%
19,208
+3,209
+20% +$308K
LMT icon
135
Lockheed Martin
LMT
$136B
$1.64M 0.13%
3,673
+70
+2% +$32.2K
PAYX icon
136
Paychex
PAYX
$42.2B
$1.64M 0.13%
10,613
+168
+2% +$24.7K
CMCSA icon
137
Comcast
CMCSA
$88.5B
$1.63M 0.13%
44,290
-3,870
-8% -$140K
FCX icon
138
Freeport-McMoran
FCX
$96.7B
$1.61M 0.13%
42,539
+7,564
+22% +$289K
BRK.A icon
139
Berkshire Hathaway Class A
BRK.A
$1.11T
$1.6M 0.13%
2
– –
LRCX icon
140
Lam Research
LRCX
$398B
$1.57M 0.13%
21,598
+917
+4% +$72.2K
IWD icon
141
iShares Russell 1000 Value ETF
IWD
$83.4B
$1.52M 0.13%
8,100
-1,063
-12% -$202K
SLV icon
142
iShares Silver Trust
SLV
$28.8B
$1.5M 0.12%
48,286
– –
ISRG icon
143
Intuitive Surgical
ISRG
$130B
$1.43M 0.12%
2,896
+32
+1% +$17.7K
ZTS icon
144
Zoetis
ZTS
$31.9B
$1.43M 0.12%
8,688
-216
-2% -$35.9K
REGN icon
145
Regeneron Pharmaceuticals
REGN
$78.3B
$1.41M 0.12%
2,229
+2
+0.1% +$1.38K
DHI icon
146
D.R. Horton
DHI
$42.1B
$1.4M 0.11%
11,020
+1,128
+11% +$151K
STX icon
147
Seagate
STX
$192B
$1.4M 0.11%
16,451
+2,655
+19% +$251K
DVY icon
148
iShares Select Dividend ETF
DVY
$23.8B
$1.37M 0.11%
10,185
-485
-5% -$65K
BLK icon
149
Blackrock
BLK
$175B
$1.37M 0.11%
1,443
-26
-2% -$25.5K
BUFF icon
150
Innovator Laddered Allocation Power Buffer ETF
BUFF
$935M
$1.35M 0.11%
30,708
-1,780
-5% -$80.3K
4 5
6
7 8

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KRSITF
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AAIM
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VCP
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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.