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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
JAZZ icon
151
Jazz Pharmaceuticals
JAZZ
$15.8B
$1.5M 0.1%
8,796
-501
-5% -$76.8K
ISRG icon
152
Intuitive Surgical
ISRG
$133B
$1.49M 0.1%
2,623
-23
-0.9% -$12.2K
BUFF icon
153
Innovator Laddered Allocation Power Buffer ETF
BUFF
$929M
$1.48M 0.1%
29,700
– –
BLK icon
154
Blackrock
BLK
$175B
$1.45M 0.1%
1,354
+7
+0.5% +$7.65K
PFE icon
155
Pfizer
PFE
$143B
$1.43M 0.1%
57,441
-34,775
-38% -$877K
DVY icon
156
iShares Select Dividend ETF
DVY
$23.6B
$1.42M 0.1%
10,065
+4
+0% +$565
COWZ icon
157
Pacer US Cash Cows 100 ETF
COWZ
$18.8B
$1.41M 0.09%
23,458
-13,547
-37% -$797K
NSC icon
158
Norfolk Southern
NSC
$75.6B
$1.4M 0.09%
4,865
-25
-0.5% -$7.23K
GS icon
159
Goldman Sachs
GS
$303B
$1.38M 0.09%
1,574
– –
HON icon
160
Honeywell
HON
$78.2B
$1.38M 0.09%
7,049
-886
-11% -$173K
VCR icon
161
Vanguard Consumer Discretionary ETF
VCR
$6.28B
$1.37M 0.09%
3,487
-164
-4% -$64.2K
SHOP icon
162
Shopify
SHOP
$152B
$1.35M 0.09%
8,417
-61
-0.7% -$9.79K
MRVL icon
163
Marvell Technology
MRVL
$174B
$1.35M 0.09%
15,883
-2,501
-14% -$219K
TMFC icon
164
Motley Fool 100 Index ETF
TMFC
$2.09B
$1.33M 0.09%
18,479
+707
+4% +$50.5K
DIS icon
165
Walt Disney
DIS
$170B
$1.32M 0.09%
11,599
-279
-2% -$30.7K
NXPI icon
166
NXP Semiconductors
NXPI
$56.5B
$1.31M 0.09%
6,035
+657
+12% +$141K
IEF icon
167
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$1.3M 0.09%
13,543
– –
TSM icon
168
TSMC
TSM
$2.11T
$1.29M 0.09%
4,234
-619
-13% -$182K
JIRE icon
169
JPMorgan International Research Enhanced Equity ETF
JIRE
$11.2B
$1.28M 0.09%
17,036
+12,467
+273% +$930K
AMAT icon
170
Applied Materials
AMAT
$411B
$1.26M 0.08%
4,907
+15
+0.3% +$3.6K
EFX icon
171
Equifax
EFX
$20.5B
$1.24M 0.08%
5,734
+1,636
+40% +$358K
GE icon
172
GE Aerospace
GE
$383B
$1.2M 0.08%
3,899
-218
-5% -$65.6K
BX icon
173
Blackstone
BX
$108B
$1.19M 0.08%
7,704
– –
ZTS icon
174
Zoetis
ZTS
$32.3B
$1.18M 0.08%
9,375
+55
+0.6% +$7.17K
VWO icon
175
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$1.17M 0.08%
21,834
+626
+3% +$34K
5 6
7
8 9

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KRSITF
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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.