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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
SHY icon
201
iShares 1-3 Year Treasury Bond ETF
SHY
$25.1B
$822K 0.07%
9,939
-61
-0.6% -$5.02K
PRK icon
202
Park National Corp
PRK
$3.8B
$817K 0.07%
5,393
– –
ITCI
203
DELISTED
Intra-Cellular Therapies Inc.
ITCI
$816K 0.07%
6,189
-59
-0.9% -$7.35K
AON icon
204
Aon
AON
$75.7B
$813K 0.07%
2,037
-10
-0.5% -$3.83K
INTC icon
205
Intel
INTC
$509B
$810K 0.07%
35,680
-4,941
-12% -$108K
MUB icon
206
iShares National Muni Bond ETF
MUB
$45.4B
$807K 0.07%
7,650
-9
-0.1% -$957
TSM icon
207
TSMC
TSM
$2.16T
$805K 0.07%
4,848
+226
+5% +$43.9K
GE icon
208
GE Aerospace
GE
$391B
$804K 0.07%
4,016
+284
+8% +$55.9K
MRVL icon
209
Marvell Technology
MRVL
$196B
$772K 0.06%
12,534
+421
+3% +$40.8K
HSY icon
210
Hershey
HSY
$36B
$744K 0.06%
4,351
+312
+8% +$51.1K
SMH icon
211
VanEck Semiconductor ETF
SMH
$72.3B
$742K 0.06%
3,511
+46
+1% +$11K
MS icon
212
Morgan Stanley
MS
$341B
$742K 0.06%
6,363
+674
+12% +$86.8K
GS icon
213
Goldman Sachs
GS
$311B
$731K 0.06%
1,338
-119
-8% -$71.6K
AMAT icon
214
Applied Materials
AMAT
$434B
$724K 0.06%
4,992
+542
+12% +$91.1K
IJR icon
215
iShares Core S&P Small-Cap ETF
IJR
$113B
$712K 0.06%
6,813
+383
+6% +$43.2K
VEA icon
216
Vanguard FTSE Developed Markets ETF
VEA
$234B
$711K 0.06%
13,984
+30
+0.2% +$1.52K
CARR icon
217
Carrier Global
CARR
$54.1B
$708K 0.06%
11,164
-419
-4% -$27.8K
DFUV icon
218
Dimensional US Marketwide Value ETF
DFUV
$15.7B
$708K 0.06%
17,170
– –
IVOO icon
219
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.82B
$692K 0.06%
7,013
+16
+0.2% +$1.68K
IBMS
220
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
$316M
$691K 0.06%
27,211
+6,566
+32% +$168K
CSX icon
221
CSX Corp
CSX
$94.5B
$690K 0.06%
23,433
+81
+0.3% +$2.57K
TRV icon
222
Travelers Companies
TRV
$78.7B
$687K 0.06%
2,596
-304
-10% -$75.7K
PNC icon
223
PNC Financial Services
PNC
$101B
$675K 0.06%
3,839
-3,937
-51% -$743K
POCT icon
224
Innovator US Equity Power Buffer ETF October
POCT
$971M
$673K 0.06%
17,323
-50
-0.3% -$1.99K
LCTU icon
225
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.25B
$653K 0.05%
10,771
-2,346
-18% -$150K
7 8
9
10 11

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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
Adelante Capital Management Alameda, California $1.46B AUM 8.98% 1-Year Est. Return
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.