Sound View Wealth Advisors Group, LLC
- SEC CIK
- 0001784777
- Latest filing
- Aug 11, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 7, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 423
- +17 vs. Q1 2025
- Portfolio value
- $1.35B
- +$134.7M (+11.0%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 293,761 | $60.3M | 4.5% | +5,818+2.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 94,120 | $46.8M | 3.5% | +2,373+2.6% | Added | History |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 1,827,757 | $46.0M | 3.4% | −254,672−12.2% | Reduced | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 1,710,809 | $41.5M | 3.1% | +301,106+21.4% | Added | – |
| NVDANVIDIA Corp | Stock | 238,400 | $37.7M | 2.8% | +6,834+3.0% | Added | History |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 1,319,610 | $32.0M | 2.4% | +159,773+13.8% | Added | – |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 1,100,626 | $28.0M | 2.1% | +148,478+15.6% | Added | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 851,230 | $27.1M | 2.0% | +28,388+3.4% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 77,341 | $23.5M | 1.7% | +6,362+9.0% | Added | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 957,527 | $23.4M | 1.7% | +1,367+0.1% | Added | – |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 944,550 | $22.0M | 1.6% | +127,321+15.6% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 38,596 | $21.9M | 1.6% | −260−0.7% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 89,856 | $19.7M | 1.5% | +2,455+2.8% | Added | History |
| iShares Ibonds Dec 2030 Term Corporate ETF46436E726 | ETF | 892,440 | $19.6M | 1.4% | +134,842+17.8% | Added | – |
| iShares Ibonds Dec 2031 Term Corporate ETF46436E486 | ETF | 885,244 | $18.6M | 1.4% | +114,742+14.9% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 63,459 | $18.4M | 1.4% | +1,115+1.8% | Added | History |
| LLYEli Lilly & Co | Stock | 23,384 | $18.2M | 1.3% | −5,813−19.9% | Reduced | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 87,969 | $18.0M | 1.3% | −3,629−4.0% | Reduced | – |
| AVGOBroadcom Inc. | Stock | 64,337 | $17.7M | 1.3% | +13,341+26.2% | Added | History |
| Vanguard Information Technology ETF92204A702 | ETF | 25,733 | $17.1M | 1.3% | −323−1.2% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 30,150 | $16.6M | 1.2% | −203−0.7% | Reduced | – |
| iShares Ibonds Dec 2032 Term Corporate ETF46436E312 | ETF | 657,139 | $16.6M | 1.2% | +113,866+21.0% | Added | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 213,726 | $15.2M | 1.1% | −3,585−1.6% | Reduced | – |
| BMYBristol Myers Squibb Co | Stock | 307,849 | $14.3M | 1.1% | +250,624+438.0% | Added | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 528,070 | $14.0M | 1.0% | −19,395−3.5% | Reduced | – |
| PGProcter & Gamble Co | Stock | 86,533 | $13.8M | 1.0% | +1,749+2.1% | Added | History |
| HDHome Depot, Inc. | Stock | 35,771 | $13.1M | 1.0% | −22−0.1% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 19,786 | $12.2M | 0.9% | +390+2.0% | Added | History |
| TSLATesla, Inc. | Stock | 35,216 | $11.2M | 0.8% | −3,241−8.4% | Reduced | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 25,232 | $11.1M | 0.8% | +188+0.8% | Added | History |
| GOOGAlphabet Inc. | Stock | 62,594 | $11.1M | 0.8% | −2,187−3.4% | Reduced | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 42,811 | $10.8M | 0.8% | +1,913+4.7% | Added | – |
| JNJJohnson & Johnson | Stock | 70,743 | $10.8M | 0.8% | +624+0.9% | Added | History |
| ABBVAbbVie Inc. | Stock | 54,935 | $10.2M | 0.8% | +82+0.1% | Added | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 152,321 | $9.74M | 0.7% | −3,977−2.5% | Reduced | – |
| WMTWalmart Inc. | Stock | 98,725 | $9.65M | 0.7% | −2,726−2.7% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 22,351 | $9.49M | 0.7% | +195+0.9% | Added | – |
| METAMeta Platforms, Inc. | Stock | 12,699 | $9.37M | 0.7% | +1,895+17.5% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 18,965 | $9.21M | 0.7% | +232+1.2% | Added | History |
| IBMInternational Business Machines Corp | Stock | 31,082 | $9.16M | 0.7% | −479−1.5% | Reduced | History |
| SOSouthern Co | Stock | 94,829 | $8.71M | 0.6% | +2,695+2.9% | Added | History |
| GOOGLAlphabet Inc. | Stock | 48,678 | $8.58M | 0.6% | +6,191+14.6% | Added | History |
| AMGNAmgen Inc | Stock | 29,665 | $8.28M | 0.6% | +485+1.7% | Added | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 60,894 | $8.12M | 0.6% | −2,877−4.5% | Reduced | – |
| KOCoca Cola Co | Stock | 114,682 | $8.11M | 0.6% | −3,584−3.0% | Reduced | History |
| EPDEnterprise Products Partners L.P. | Stock | 245,944 | $7.63M | 0.6% | −1,900−0.8% | Reduced | History |
| PMPhilip Morris International Inc. | Stock | 41,611 | $7.58M | 0.6% | +395+1.0% | Added | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 55,362 | $7.46M | 0.6% | +5,847+11.8% | Added | – |
| VVisa Inc. | Stock | 20,899 | $7.42M | 0.5% | −280−1.3% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 63,660 | $6.86M | 0.5% | +1,128+1.8% | Added | History |
| MCDMcDonalds Corp | Stock | 23,136 | $6.76M | 0.5% | −46−0.2% | Reduced | History |
| RTXRTX Corp | Stock | 43,124 | $6.30M | 0.5% | +5,869+15.8% | Added | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 85,515 | $6.30M | 0.5% | −247−0.3% | Reduced | – |
| AFLAflac Inc | Stock | 58,792 | $6.20M | 0.5% | +127+0.2% | Added | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 72,168 | $5.89M | 0.4% | +4,132+6.1% | Added | – |
| PEPPepsiCo Inc | Stock | 43,915 | $5.80M | 0.4% | +10,798+32.6% | Added | History |
| COSTCostco Wholesale Corp | Stock | 5,645 | $5.59M | 0.4% | −238−4.0% | Reduced | History |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 237,830 | $5.56M | 0.4% | −210,142−46.9% | Reduced | – |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 241,272 | $5.53M | 0.4% | +241,272 | New | – |
| iShares Russell Midcap ETF464287499 | ETF | 59,761 | $5.50M | 0.4% | −2,562−4.1% | Reduced | – |
| CVXChevron Corp | Stock | 37,296 | $5.34M | 0.4% | +1,865+5.3% | Added | History |
| EMREmerson Electric Co | Stock | 39,901 | $5.32M | 0.4% | −913−2.2% | Reduced | History |
| iShares Ibonds Dec 2026 Term Muni Bond ETF46435U259 | ETF | 205,621 | $5.27M | 0.4% | +48,253+30.7% | Added | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 63,475 | $5.14M | 0.4% | +4,358+7.4% | Added | – |
| ORCLOracle Corp | Stock | 23,433 | $5.12M | 0.4% | +13+0.1% | Added | History |
| MRKMerck & Co., Inc. | Stock | 63,089 | $4.99M | 0.4% | +9,132+16.9% | Added | History |
| iShares Tr464287622 | RUS 1000 ETF | 14,455 | $4.91M | 0.4% | +592+4.3% | Added | – |
| GLDSPDR Gold Trust | ETF | 16,020 | $4.88M | 0.4% | +1,003+6.7% | Added | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 27,433 | $4.85M | 0.4% | −640−2.3% | Reduced | – |
| ZZillow Group, Inc. | CL C CAP STK | 66,716 | $4.67M | 0.3% | +62,676+1,551.4% | Added | History |
| iShares Tr46435U432 | IBONDS DEC 25 | 163,749 | $4.38M | 0.3% | +17,269+11.8% | Added | – |
| FITBFifth Third Bancorp | COM | 105,336 | $4.33M | 0.3% | +15,634+17.4% | Added | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 43,418 | $4.31M | 0.3% | +2,576+6.3% | Added | – |
| PGRProgressive Corp | Stock | 15,869 | $4.23M | 0.3% | +2,656+20.1% | Added | History |
| MOAltria Group, Inc. | Stock | 71,852 | $4.21M | 0.3% | +435+0.6% | Added | History |
| AXPAmerican Express Co | Stock | 13,157 | $4.20M | 0.3% | +1,923+17.1% | Added | History |
| Schwab International Equity ETF808524805 | ETF | 186,103 | $4.11M | 0.3% | +135,496+267.7% | Added | – |
| CATCaterpillar Inc | Stock | 10,500 | $4.08M | 0.3% | −1,215−10.4% | Reduced | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 9,289 | $4.07M | 0.3% | −162−1.7% | Reduced | – |
| GDGeneral Dynamics Corp | Stock | 13,752 | $4.01M | 0.3% | +166+1.2% | Added | History |
| iShares Ibonds Dec 2027 Term Muni Bond ETF46435U283 | ETF | 154,864 | $3.93M | 0.3% | +32,995+27.1% | Added | – |
| TXNTexas Instruments Inc | Stock | 18,319 | $3.80M | 0.3% | +2,966+19.3% | Added | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 44,887 | $3.75M | 0.3% | +10,324+29.9% | Added | – |
| Vanguard Health Care ETF92204A504 | ETF | 15,086 | $3.75M | 0.3% | +50+0.3% | Added | – |
| QCOMQualcomm Inc | Stock | 23,121 | $3.68M | 0.3% | −1,065−4.4% | Reduced | History |
| KMBKimberly Clark Corp | Stock | 27,952 | $3.60M | 0.3% | −897−3.1% | Reduced | History |
| SYKStryker Corp | Stock | 8,931 | $3.53M | 0.3% | +655+7.9% | Added | History |
| KMIKinder Morgan, Inc. | Stock | 119,171 | $3.50M | 0.3% | −514−0.4% | Reduced | History |
| WRBBerkley W R Corp | COM | 46,807 | $3.44M | 0.3% | −462−1.0% | Reduced | History |
| NEENextera Energy Inc | Stock | 49,366 | $3.43M | 0.3% | +760+1.6% | Added | History |
| BACBank of America Corp | Stock | 72,101 | $3.41M | 0.3% | −2,653−3.5% | Reduced | History |
| ABTAbbott Laboratories | Stock | 25,072 | $3.41M | 0.3% | +184+0.7% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 5,464 | $3.39M | 0.3% | +260+5.0% | Added | – |
| EDConsolidated Edison Inc | Stock | 33,534 | $3.37M | 0.2% | +3,591+12.0% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 46,508 | $3.23M | 0.2% | +2,344+5.3% | Added | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 45,534 | $3.18M | 0.2% | +2,245+5.2% | Added | History |
| BYRNByrna Technologies Inc. | COM NEW | 102,135 | $3.15M | 0.2% | +500.0% | Added | History |
| WMBWilliams Companies, Inc. | COM | 49,418 | $3.10M | 0.2% | −17,292−25.9% | Reduced | History |
| iShares Russell 2000 ETF464287655 | ETF | 14,335 | $3.09M | 0.2% | +286+2.0% | Added | – |
| ADPAutomatic Data Processing Inc | Stock | 9,848 | $3.04M | 0.2% | −767−7.2% | Reduced | History |
Sold out since Q1 2025 (12)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| ITCIIntra-Cellular Therapies, Inc. | COM | 6,189 | $816.5K | 0.1% | History |
| STZConstellation Brands, Inc. | Stock | 1,368 | $251.1K | <0.1% | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 981 | $239.4K | <0.1% | History |
| SFMSprouts Farmers Market, Inc. | COM | 1,547 | $236.1K | <0.1% | History |
| KVUEKenvue Inc. | Stock | 9,341 | $224.0K | <0.1% | History |
| TTETotalEnergies SE | SPONSORED ADS | 3,394 | $219.6K | <0.1% | History |
| MKCMcCormick & Co Inc | Stock | 2,635 | $216.9K | <0.1% | History |
| CTSHCognizant Technology Solutions Corp | CL A | 2,779 | $212.6K | <0.1% | History |
| SONYSony Group Corp | SPONSORED ADR | 8,243 | $209.3K | <0.1% | History |
| ORLYO Reilly Automotive Inc | Stock | 146 | $209.2K | <0.1% | History |
| DDominion Energy, Inc | Stock | 3,672 | $205.9K | <0.1% | History |
| MYIBlackRock Muniyield Quality Fund III, Inc. | COM | 10,246 | $112.6K | <0.1% | History |