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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
IBIT icon
176
iShares Bitcoin Trust
IBIT
$47B
$1.13M 0.08%
22,780
-2,581
-10% -$147K
FCX icon
177
Freeport-McMoran
FCX
$91.5B
$1.13M 0.08%
22,160
-1,301
-6% -$56.4K
PAYX icon
178
Paychex
PAYX
$41.9B
$1.12M 0.08%
10,017
+165
+2% +$19.3K
ETN icon
179
Eaton
ETN
$170B
$1.12M 0.08%
3,513
-84
-2% -$29.8K
SMH icon
180
VanEck Semiconductor ETF
SMH
$68.5B
$1.11M 0.07%
3,088
-374
-11% -$131K
POCT icon
181
Innovator US Equity Power Buffer ETF October
POCT
$967M
$1.09M 0.07%
24,895
+6,071
+32% +$264K
PEG icon
182
Public Service Enterprise Group
PEG
$38.2B
$1.07M 0.07%
13,305
-366
-3% -$29.9K
EQIX icon
183
Equinix
EQIX
$102B
$1.06M 0.07%
1,385
-396
-22% -$310K
INTC icon
184
Intel
INTC
$459B
$1.06M 0.07%
28,710
-97
-0.3% -$3.66K
MS icon
185
Morgan Stanley
MS
$332B
$1.06M 0.07%
5,967
+169
+3% +$28.2K
NOC icon
186
Northrop Grumman
NOC
$77.9B
$1.06M 0.07%
1,854
-21
-1% -$12.2K
NOW icon
187
ServiceNow
NOW
$118B
$1.05M 0.07%
6,875
-215
-3% -$36.9K
DASH icon
188
DoorDash
DASH
$87.4B
$1.05M 0.07%
4,637
+390
+9% +$91.5K
IWS icon
189
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
$1.02M 0.07%
7,253
– –
IWP icon
190
iShares Russell Mid-Cap Growth ETF
IWP
$20.1B
$1.02M 0.07%
7,421
-6
-0.1% -$839
IBMS
191
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
$315M
$999K 0.07%
38,334
+6,580
+21% +$171K
AIRR icon
192
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.4B
$992K 0.07%
10,085
+2,379
+31% +$233K
USMV icon
193
iShares MSCI USA Min Vol Factor ETF
USMV
$23.7B
$968K 0.06%
10,280
-96
-0.9% -$9.04K
CMCSA icon
194
Comcast
CMCSA
$87.2B
$965K 0.06%
32,298
-7,650
-19% -$218K
IBB icon
195
iShares Biotechnology ETF
IBB
$9.18B
$964K 0.06%
5,712
-567
-9% -$92.1K
VEA icon
196
Vanguard FTSE Developed Markets ETF
VEA
$230B
$960K 0.06%
15,369
– –
CSX icon
197
CSX Corp
CSX
$92.3B
$959K 0.06%
26,464
-19
-0.1% -$680
KLAC icon
198
KLA
KLAC
$239B
$958K 0.06%
7,890
-890
-10% -$104K
C icon
199
Citigroup
C
$224B
$933K 0.06%
7,998
-397
-5% -$41.2K
MMM icon
200
3M
MMM
$91.4B
$925K 0.06%
5,775
-19
-0.3% -$3.11K
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 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.