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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
DHR icon
201
Danaher
DHR
$139B
$920K 0.06%
4,020
+255
+7% +$56.1K
IJR icon
202
iShares Core S&P Small-Cap ETF
IJR
$111B
$914K 0.06%
7,605
-50
-0.7% -$5.98K
UNP icon
203
Union Pacific
UNP
$173B
$913K 0.06%
3,947
-51
-1% -$11.6K
VEU icon
204
Vanguard FTSE All-World ex-US ETF
VEU
$66.9B
$909K 0.06%
12,361
-1,691
-12% -$123K
MCO icon
205
Moody's
MCO
$83.7B
$883K 0.06%
1,728
-2
-0.1% -$976
MA icon
206
Mastercard
MA
$500B
$861K 0.06%
1,509
-65
-4% -$36.3K
PHYS icon
207
Sprott Physical Gold
PHYS
$14.6B
$858K 0.06%
25,975
+6,075
+31% +$192K
WEC icon
208
WEC Energy
WEC
$35.6B
$845K 0.06%
8,008
+120
+2% +$13.3K
CCC
209
CCC Intelligent Solutions
CCC
$3.71B
$835K 0.06%
105,000
– –
FDL icon
210
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.79B
$832K 0.06%
18,766
-887
-5% -$38.6K
SHY icon
211
iShares 1-3 Year Treasury Bond ETF
SHY
$25B
$821K 0.06%
9,914
– –
PRK icon
212
Park National Corp
PRK
$3.75B
$821K 0.06%
5,393
– –
MUB icon
213
iShares National Muni Bond ETF
MUB
$45.2B
$814K 0.05%
7,604
-9
-0.1% -$964
RACE icon
214
Ferrari
RACE
$70.5B
$809K 0.05%
2,189
-31
-1% -$12.4K
DFUV icon
215
Dimensional US Marketwide Value ETF
DFUV
$15.5B
$800K 0.05%
17,170
– –
CL icon
216
Colgate-Palmolive
CL
$71.6B
$800K 0.05%
10,118
+1,209
+14% +$94.8K
LCTU icon
217
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.23B
$797K 0.05%
10,759
-12
-0.1% -$883
IGM icon
218
iShares Expanded Tech Sector ETF
IGM
$10.3B
$795K 0.05%
6,158
+1
+0% +$130
ASML icon
219
ASML
ASML
$631B
$791K 0.05%
739
-158
-18% -$165K
HSY icon
220
Hershey
HSY
$35.7B
$781K 0.05%
4,292
+4
+0.1% +$731
APD icon
221
Air Products & Chemicals
APD
$65.2B
$780K 0.05%
3,156
+75
+2% +$19K
ET icon
222
Energy Transfer Partners
ET
$69.8B
$769K 0.05%
46,616
+85
+0.2% +$1.42K
IWO icon
223
iShares Russell 2000 Growth ETF
IWO
$14.6B
$766K 0.05%
2,373
-23
-1% -$7.48K
FIX icon
224
Comfort Systems
FIX
$62.3B
$749K 0.05%
803
-135
-14% -$125K
NBIX icon
225
Neurocrine Biosciences
NBIX
$16.9B
$744K 0.05%
5,243
+27
+0.5% +$3.91K
7 8
9
10 11

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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.