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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
ISRG icon
151
Intuitive Surgical
ISRG
$127B
$1.51M 0.11%
2,773
-123
-4% -$64.3K
BRK.A icon
152
Berkshire Hathaway Class A
BRK.A
$1.1T
$1.46M 0.11%
2
– –
CMCSA icon
153
Comcast
CMCSA
$85B
$1.45M 0.11%
40,751
-3,539
-8% -$122K
BUFF icon
154
Innovator Laddered Allocation Power Buffer ETF
BUFF
$914M
$1.43M 0.11%
30,370
-338
-1% -$15.1K
ZTS icon
155
Zoetis
ZTS
$32.4B
$1.4M 0.1%
8,996
+308
+4% +$48.8K
MRVL icon
156
Marvell Technology
MRVL
$168B
$1.39M 0.1%
17,980
+5,446
+43% +$340K
IBKR icon
157
Interactive Brokers
IBKR
$39.2B
$1.36M 0.1%
+24,503
New +$1.16M
VCR icon
158
Vanguard Consumer Discretionary ETF
VCR
$6.15B
$1.35M 0.1%
3,727
-174
-4% -$59K
NSC icon
159
Norfolk Southern
NSC
$75.4B
$1.35M 0.1%
5,263
+29
+0.6% +$6.84K
DVY icon
160
iShares Select Dividend ETF
DVY
$23.5B
$1.34M 0.1%
10,119
-66
-0.6% -$8.54K
NOW icon
161
ServiceNow
NOW
$115B
$1.34M 0.1%
6,520
+1,025
+19% +$193K
VRT icon
162
Vertiv
VRT
$93B
$1.33M 0.1%
10,350
-1,353
-12% -$132K
ETN icon
163
Eaton
ETN
$161B
$1.31M 0.1%
3,667
+16
+0.4% +$4.93K
IEF icon
164
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$1.3M 0.1%
13,543
+290
+2% +$27.4K
IBIT icon
165
iShares Bitcoin Trust
IBIT
$46.7B
$1.29M 0.1%
21,130
+7,393
+54% +$414K
MU icon
166
Micron Technology
MU
$930B
$1.29M 0.1%
10,444
-8,764
-46% -$819K
REGN icon
167
Regeneron Pharmaceuticals
REGN
$78.5B
$1.28M 0.09%
2,443
+214
+10% +$119K
TFC icon
168
Truist Financial
TFC
$63.3B
$1.22M 0.09%
28,362
-537
-2% -$21K
BX icon
169
Blackstone
BX
$102B
$1.2M 0.09%
8,035
+504
+7% +$69.3K
NXPI icon
170
NXP Semiconductors
NXPI
$57.8B
$1.15M 0.08%
5,252
+408
+8% +$79.7K
PEG icon
171
Public Service Enterprise Group
PEG
$38.2B
$1.14M 0.08%
13,576
-389
-3% -$31.4K
TSM icon
172
TSMC
TSM
$2.1T
$1.14M 0.08%
5,030
+182
+4% +$33.7K
CCC
173
CCC Intelligent Solutions
CCC
$3.59B
$1.13M 0.08%
120,000
– –
TMFC icon
174
Motley Fool 100 Index ETF
TMFC
$2.05B
$1.12M 0.08%
17,388
+1,353
+8% +$79.4K
AMD icon
175
Advanced Micro Devices
AMD
$776B
$1.11M 0.08%
7,835
-173
-2% -$18.8K
5 6
7
8 9

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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 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.