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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
AAPL icon
1
Apple
AAPL
$4.54T
$64M 5.25%
287,943
-20,986
-7% -$4.86M
IBDQ
2
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$52.4M 4.3%
2,082,429
+57,879
+3% +$1.45M
MSFT icon
3
Microsoft
MSFT
$3.45T
$34.4M 2.83%
91,747
+1,429
+2% +$583K
IBDR icon
4
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.44B
$34.1M 2.8%
1,409,703
+102,347
+8% +$2.47M
IBDS icon
5
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.84B
$28M 2.3%
1,159,837
+116,418
+11% +$2.8M
NVDA icon
6
NVIDIA
NVDA
$4.86T
$25.1M 2.06%
231,566
+3,331
+1% +$422K
BUFR icon
7
FT Vest Fund of Buffer ETFs
BUFR
$10.1B
$24.4M 2%
822,842
+25,530
+3% +$780K
LLY icon
8
Eli Lilly
LLY
$1.02T
$24.1M 1.98%
29,197
-220
-0.7% -$183K
IBDT icon
9
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.06B
$24.1M 1.97%
952,148
+89,021
+10% +$2.23M
SCHX icon
10
Schwab US Large- Cap ETF
SCHX
$71.8B
$21.1M 1.73%
956,160
-19,918
-2% -$464K
VOO icon
11
Vanguard S&P 500 ETF
VOO
$979B
$20M 1.64%
38,856
-810
-2% -$438K
VTI icon
12
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$19.5M 1.6%
70,979
-4,419
-6% -$1.28M
IBDU icon
13
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.03B
$18.9M 1.55%
817,229
+100,271
+14% +$2.3M
VIG icon
14
Vanguard Dividend Appreciation ETF
VIG
$111B
$17.8M 1.46%
91,598
-1,448
-2% -$288K
AMZN icon
15
Amazon
AMZN
$2.92T
$16.6M 1.36%
87,401
+866
+1% +$188K
IBDV icon
16
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.26B
$16.5M 1.35%
757,598
+70,059
+10% +$1.51M
IBDW icon
17
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.49B
$16M 1.31%
770,502
+74,422
+11% +$1.53M
SCHD icon
18
Schwab US Dividend Equity ETF
SCHD
$103B
$15.3M 1.26%
547,465
-85,101
-13% -$2.37M
JPM icon
19
JPMorgan Chase
JPM
$935B
$15.3M 1.25%
62,344
-296
-0.5% -$75.5K
PG icon
20
Procter & Gamble
PG
$336B
$14.4M 1.19%
84,784
-5,718
-6% -$958K
SPHQ icon
21
Invesco S&P 500 Quality ETF
SPHQ
$19.4B
$14.4M 1.18%
217,311
+3,753
+2% +$257K
QQQ icon
22
Invesco QQQ Trust
QQQ
$453B
$14.2M 1.17%
30,353
-566
-2% -$288K
VGT icon
23
Vanguard Information Technology ETF
VGT
$139B
$14.1M 1.16%
208,448
-9,056
-4% -$682K
IBDX icon
24
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.7B
$13.6M 1.11%
543,273
+244,240
+82% +$6.04M
HD icon
25
Home Depot
HD
$331B
$13.1M 1.08%
35,793
+326
+0.9% +$127K
1
2 3 4 5

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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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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.