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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
BAX icon
151
Baxter International
BAX
$14.7B
$1.35M 0.11%
39,401
+8,937
+29% +$292K
DIS icon
152
Walt Disney
DIS
$170B
$1.35M 0.11%
13,633
-1,535
-10% -$165K
IVW icon
153
iShares S&P 500 Growth ETF
IVW
$77.3B
$1.29M 0.11%
13,853
-78
-0.6% -$7.86K
VCR icon
154
Vanguard Consumer Discretionary ETF
VCR
$6.3B
$1.27M 0.1%
3,901
-36
-0.9% -$13K
IEF icon
155
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
$1.26M 0.1%
13,253
– –
NSC icon
156
Norfolk Southern
NSC
$76.7B
$1.24M 0.1%
5,234
-1,469
-22% -$358K
DEO icon
157
Diageo
DEO
$48.8B
$1.24M 0.1%
11,817
-1,533
-11% -$173K
PANW icon
158
Palo Alto Networks
PANW
$299B
$1.23M 0.1%
7,188
+148
+2% +$27.4K
XEL icon
159
Xcel Energy
XEL
$48.6B
$1.19M 0.1%
16,836
+1,218
+8% +$82.9K
TFC icon
160
Truist Financial
TFC
$64.3B
$1.19M 0.1%
28,899
+773
+3% +$34.4K
PEG icon
161
Public Service Enterprise Group
PEG
$38B
$1.15M 0.09%
13,965
-197
-1% -$16.4K
VOOG icon
162
Vanguard S&P 500 Growth ETF
VOOG
$27B
$1.14M 0.09%
20,400
+10,338
+103% +$627K
GILD icon
163
Gilead Sciences
GILD
$168B
$1.13M 0.09%
10,127
-684
-6% -$70.6K
VNQ icon
164
Vanguard Real Estate ETF
VNQ
$39.2B
$1.09M 0.09%
11,988
+8,681
+263% +$788K
CCC
165
CCC Intelligent Solutions
CCC
$3.73B
$1.08M 0.09%
120,000
– –
APD icon
166
Air Products & Chemicals
APD
$65.6B
$1.08M 0.09%
3,646
+126
+4% +$38.9K
BX icon
167
Blackstone
BX
$110B
$1.05M 0.09%
7,531
-579
-7% -$94K
JAZZ icon
168
Jazz Pharmaceuticals
JAZZ
$16.4B
$1.05M 0.09%
8,425
+110
+1% +$14.3K
ZBH icon
169
Zimmer Biomet
ZBH
$18.5B
$1.04M 0.09%
9,191
+500
+6% +$53.5K
LIN icon
170
Linde
LIN
$223B
$1.03M 0.08%
2,219
+92
+4% +$41.4K
CME icon
171
CME Group
CME
$94.4B
$1.02M 0.08%
3,855
+1,423
+59% +$351K
GPN icon
172
Global Payments
GPN
$24.1B
$1.02M 0.08%
10,442
-90
-0.9% -$9.42K
VWO icon
173
Vanguard FTSE Emerging Markets ETF
VWO
$123B
$1.01M 0.08%
22,280
+910
+4% +$41K
SCHF icon
174
Schwab International Equity ETF
SCHF
$68.1B
$1M 0.08%
+50,607
New +$993K
ETN icon
175
Eaton
ETN
$173B
$992K 0.08%
3,651
+64
+2% +$19.9K
5 6
7
8 9

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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 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.