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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
UNP icon
176
Union Pacific
UNP
$176B
$990K 0.08%
4,192
+215
+5% +$51.8K
USMV icon
177
iShares MSCI USA Min Vol Factor ETF
USMV
$24B
$983K 0.08%
10,500
-1,648
-14% -$152K
HDV
178
iShares Core High Dividend ETF
HDV
$14.8B
$983K 0.08%
40,575
-3,685
-8% -$86.1K
OKE icon
179
Oneok
OKE
$55.2B
$970K 0.08%
9,781
-100
-1% -$9.93K
NOC icon
180
Northrop Grumman
NOC
$78.4B
$956K 0.08%
1,866
+36
+2% +$17.2K
RACE icon
181
Ferrari
RACE
$70.8B
$940K 0.08%
2,198
+21
+1% +$9.44K
NXPI icon
182
NXP Semiconductors
NXPI
$59.9B
$921K 0.08%
4,844
-1
-0% -$213
IWP icon
183
iShares Russell Mid-Cap Growth ETF
IWP
$20.6B
$919K 0.08%
7,823
-7
-0.1% -$900
MA icon
184
Mastercard
MA
$500B
$915K 0.08%
1,670
-118
-7% -$64.2K
IWS icon
185
iShares Russell Mid-Cap Value ETF
IWS
$16B
$914K 0.08%
7,253
– –
TPG icon
186
TPG
TPG
$7.86B
$900K 0.07%
18,975
+2,102
+12% +$122K
WEC icon
187
WEC Energy
WEC
$35.6B
$892K 0.07%
8,184
+296
+4% +$30.2K
TMFC icon
188
Motley Fool 100 Index ETF
TMFC
$2.13B
$892K 0.07%
16,035
+181
+1% +$10.8K
CL icon
189
Colgate-Palmolive
CL
$73.8B
$887K 0.07%
9,463
+418
+5% +$37.4K
NOW icon
190
ServiceNow
NOW
$122B
$875K 0.07%
5,495
+210
+4% +$40.5K
SHOP icon
191
Shopify
SHOP
$160B
$851K 0.07%
8,916
– –
MMM icon
192
3M
MMM
$93.6B
$849K 0.07%
5,783
-502
-8% -$73.8K
FDL icon
193
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.83B
$847K 0.07%
19,500
-1,279
-6% -$54.1K
VRT icon
194
Vertiv
VRT
$104B
$845K 0.07%
11,703
+979
+9% +$104K
ET icon
195
Energy Transfer Partners
ET
$70B
$844K 0.07%
45,405
-4,142
-8% -$80.7K
KLAC icon
196
KLA
KLAC
$255B
$834K 0.07%
12,270
+400
+3% +$28.8K
MCO icon
197
Moody's
MCO
$83.8B
$830K 0.07%
1,783
+66
+4% +$31.8K
IBB icon
198
iShares Biotechnology ETF
IBB
$9.39B
$828K 0.07%
6,473
-324
-5% -$43.9K
VEU icon
199
Vanguard FTSE All-World ex-US ETF
VEU
$68B
$823K 0.07%
13,565
-2,015
-13% -$121K
AMD icon
200
Advanced Micro Devices
AMD
$846B
$823K 0.07%
8,008
+168
+2% +$18.7K
6 7
8
9 10

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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.