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Sound View Wealth Advisors Group Portfolio holdings

AUM $1.61B
1-Year Est. Return 26.11%
This Fund
S&P 500
This Quarter Est. Return
+7.6%
1 Year Est. Return
+26.11%
3 Year Est. Return
+73%
5 Year Est. Return
+92.61%
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 Miscellaneous 47.19%
2 Technology 16.27%
3 Healthcare 7.74%
4 Financials 6.4%
5 Consumer Staples 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNH icon
176
UnitedHealth
UNH
$337B
$1.11M 0.08%
3,555
-1,151
-24% -$440K
RACE icon
177
Ferrari
RACE
$72.7B
$1.09M 0.08%
2,227
+29
+1% +$13.5K
IWP icon
178
iShares Russell Mid-Cap Growth ETF
IWP
$19.2B
$1.08M 0.08%
7,822
-1
-0% -$127
GE icon
179
GE Aerospace
GE
$325B
$1.08M 0.08%
4,200
+184
+5% +$40.4K
EFX icon
180
Equifax
EFX
$18.9B
$1.08M 0.08%
4,167
+1,910
+85% +$486K
KLAC icon
181
KLA
KLAC
$221B
$1.06M 0.08%
11,820
-450
-4% -$33.9K
FCX icon
182
Freeport-McMoran
FCX
$102B
$1.04M 0.08%
24,067
-18,472
-43% -$702K
GS icon
183
Goldman Sachs
GS
$277B
$1.04M 0.08%
1,464
+126
+9% +$73K
VWO icon
184
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$1.03M 0.08%
20,837
-1,443
-6% -$66.9K
DEO icon
185
Diageo
DEO
$48.2B
$1.01M 0.07%
10,013
-1,804
-15% -$196K
APD icon
186
Air Products & Chemicals
APD
$63.7B
$1M 0.07%
3,547
-99
-3% -$27.1K
SHOP icon
187
Shopify
SHOP
$165B
$986K 0.07%
8,548
-368
-4% -$36.8K
USMV icon
188
iShares MSCI USA Min Vol Factor ETF
USMV
$23.6B
$974K 0.07%
10,373
-127
-1% -$11.7K
SMH icon
189
VanEck Semiconductor ETF
SMH
$69.4B
$971K 0.07%
3,483
-28
-0.8% -$6.49K
JAZZ icon
190
Jazz Pharmaceuticals
JAZZ
$15.8B
$969K 0.07%
9,133
+708
+8% +$76.9K
IWS icon
191
iShares Russell Mid-Cap Value ETF
IWS
$15.2B
$958K 0.07%
7,253
– –
VEU icon
192
Vanguard FTSE All-World ex-US ETF
VEU
$69.7B
$945K 0.07%
14,051
+486
+4% +$30.8K
NOC icon
193
Northrop Grumman
NOC
$74.4B
$939K 0.07%
1,879
+13
+0.7% +$6.39K
DASH icon
194
DoorDash
DASH
$84.3B
$925K 0.07%
+3,753
New +$753K
PRK icon
195
Park National Corp
PRK
$3.3B
$902K 0.07%
5,393
– –
T icon
196
AT&T
T
$174B
$901K 0.07%
31,127
+12,059
+63% +$332K
AMAT icon
197
Applied Materials
AMAT
$331B
$897K 0.07%
4,901
-91
-2% -$14.4K
UNP icon
198
Union Pacific
UNP
$168B
$893K 0.07%
3,879
-313
-7% -$69.5K
HDV
199
iShares Core High Dividend ETF
HDV
$15.3B
$885K 0.07%
37,770
-2,805
-7% -$64.6K
VEA icon
200
Vanguard FTSE Developed Markets ETF
VEA
$236B
$885K 0.07%
15,518
+1,534
+11% +$82.2K
6 7
8
9 10

Similar funds

RIA
Recurrent Investment Advisors Houston, Texas $1.61B AUM 37.17% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return
BPAMU
BTG Pactual Asset Management US New York $1.61B AUM 24.35% 1-Year Est. Return
SWP
Strategic Wealth Partners Independence, Ohio $1.62B AUM 21.77% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return
DP
DDD Partners Bellevue, Washington $1.6B AUM 17.6% 1-Year Est. Return

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 Miscellaneous at 47% of assets, down from 48% a quarter earlier, followed by Technology and Healthcare.

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.