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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
MMM icon
201
3M
MMM
$84.9B
$883K 0.07%
5,798
+15
+0.3% +$2.14K
MA icon
202
Mastercard
MA
$496B
$877K 0.06%
1,560
-110
-7% -$60.8K
MCO icon
203
Moody's
MCO
$80B
$864K 0.06%
1,722
-61
-3% -$28.3K
WEC icon
204
WEC Energy
WEC
$34.1B
$863K 0.06%
8,281
+97
+1% +$10.3K
CSX icon
205
CSX Corp
CSX
$88.7B
$860K 0.06%
26,367
+2,934
+13% +$88.3K
ET icon
206
Energy Transfer Partners
ET
$72.5B
$845K 0.06%
46,620
+1,215
+3% +$21.2K
CRWD icon
207
CrowdStrike
CRWD
$252B
$835K 0.06%
6,560
-220
-3% -$23.8K
CL icon
208
Colgate-Palmolive
CL
$69.9B
$832K 0.06%
9,148
-315
-3% -$28.8K
FDL icon
209
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.9B
$822K 0.06%
19,644
+144
+0.7% +$5.95K
SHY icon
210
iShares 1-3 Year Treasury Bond ETF
SHY
$26.1B
$821K 0.06%
9,914
-25
-0.3% -$2.06K
MS icon
211
Morgan Stanley
MS
$320B
$817K 0.06%
5,798
-565
-9% -$69.4K
IJR icon
212
iShares Core S&P Small-Cap ETF
IJR
$106B
$814K 0.06%
7,448
+635
+9% +$65.6K
IBB icon
213
iShares Biotechnology ETF
IBB
$10.5B
$809K 0.06%
6,393
-80
-1% -$9.82K
MUB icon
214
iShares National Muni Bond ETF
MUB
$44.6B
$796K 0.06%
7,622
-28
-0.4% -$2.91K
CP icon
215
Canadian Pacific Kansas City
CP
$78B
$794K 0.06%
10,011
-22,109
-69% -$1.7M
CARR icon
216
Carrier Global
CARR
$44.8B
$793K 0.06%
10,834
-330
-3% -$22.4K
IBMS
217
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
$337M
$776K 0.06%
30,244
+3,033
+11% +$76.8K
DHR icon
218
Danaher
DHR
$149B
$758K 0.06%
3,839
+2,032
+112% +$394K
ASML icon
219
ASML
ASML
$626B
$758K 0.06%
946
+47
+5% +$33.7K
LIN icon
220
Linde
LIN
$211B
$756K 0.06%
1,612
-607
-27% -$277K
GPN icon
221
Global Payments
GPN
$22.6B
$749K 0.06%
9,362
-1,080
-10% -$85.5K
OKE icon
222
Oneok
OKE
$58.8B
$729K 0.05%
8,925
-856
-9% -$71.4K
INTU icon
223
Intuit
INTU
$83.7B
$728K 0.05%
924
+188
+26% +$127K
DFUV icon
224
Dimensional US Marketwide Value ETF
DFUV
$15.5B
$726K 0.05%
17,170
– –
LCTU icon
225
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.24B
$725K 0.05%
10,771
– –
7 8
9
10 11

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.