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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
NOBL icon
126
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$2.12M 0.14%
40,798
-520
-1% -$26.9K
ISTB icon
127
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.13B
$2.06M 0.14%
42,353
-2,691
-6% -$131K
PANW icon
128
Palo Alto Networks
PANW
$293B
$1.92M 0.13%
10,428
+284
+3% +$57.3K
IBMR icon
129
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$468M
$1.88M 0.13%
74,015
+6,275
+9% +$160K
REGN icon
130
Regeneron Pharmaceuticals
REGN
$78.5B
$1.88M 0.13%
2,431
+28
+1% +$19K
VZ icon
131
Verizon
VZ
$195B
$1.87M 0.13%
45,853
-4,452
-9% -$181K
IBKR icon
132
Interactive Brokers
IBKR
$39.6B
$1.86M 0.12%
28,881
+1,375
+5% +$92K
DE icon
133
Deere & Co
DE
$167B
$1.85M 0.12%
3,963
-23
-0.6% -$10.8K
PFF icon
134
iShares Preferred and Income Securities ETF
PFF
$13.3B
$1.8M 0.12%
58,295
-4,783
-8% -$149K
VRTX icon
135
Vertex Pharmaceuticals
VRTX
$121B
$1.75M 0.12%
3,870
+241
+7% +$104K
WM icon
136
Waste Management
WM
$90.1B
$1.75M 0.12%
7,978
-264
-3% -$56.3K
WDAY icon
137
Workday
WDAY
$41.8B
$1.74M 0.12%
8,114
+256
+3% +$58.2K
AKRE
138
Akre Focus ETF
AKRE
$5.36B
$1.74M 0.12%
+26,565
New +$1.72M
BYRN icon
139
Byrna Technologies
BYRN
$111M
$1.72M 0.12%
102,610
– –
IVW icon
140
iShares S&P 500 Growth ETF
IVW
$77.4B
$1.71M 0.11%
13,854
– –
LMT icon
141
Lockheed Martin
LMT
$137B
$1.7M 0.11%
3,525
-61
-2% -$29.2K
AMD icon
142
Advanced Micro Devices
AMD
$860B
$1.7M 0.11%
7,925
+10
+0.1% +$2.25K
IWD icon
143
iShares Russell 1000 Value ETF
IWD
$83.4B
$1.68M 0.11%
7,993
-70
-0.9% -$14.5K
GIS icon
144
General Mills
GIS
$19.4B
$1.67M 0.11%
35,870
-4,505
-11% -$214K
VRT icon
145
Vertiv
VRT
$105B
$1.64M 0.11%
10,116
-490
-5% -$85.1K
UNH icon
146
UnitedHealth
UNH
$373B
$1.6M 0.11%
4,842
-192
-4% -$65.1K
CRM icon
147
Salesforce
CRM
$156B
$1.58M 0.11%
5,976
+87
+1% +$21.6K
NFLX icon
148
Netflix
NFLX
$304B
$1.58M 0.11%
16,838
-992
-6% -$107K
MDLZ icon
149
Mondelez International
MDLZ
$79B
$1.56M 0.1%
28,898
-444
-2% -$25.6K
BRK.A icon
150
Berkshire Hathaway Class A
BRK.A
$1.11T
$1.51M 0.1%
2
– –
4 5
6
7 8

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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.