Sound View Wealth Advisors Group, LLC Top Holdings and 13F Report (2025) About Sound View Wealth Advisors Group, LLCInvestment ActivitySound View Wealth Advisors Group, LLC has $1.22 billion in total holdings as of March 31, 2025.Sound View Wealth Advisors Group, LLC owns shares of 406 different stocks, but just 95 companies or ETFs make up 80% of its holdings.Approximately 3.73% of the portfolio was purchased this quarter.About 3.39% of the portfolio was sold this quarter.This quarter, Sound View Wealth Advisors Group, LLC has purchased 415 new stocks and bought additional shares in 175 stocks.Sound View Wealth Advisors Group, LLC sold shares of 178 stocks and completely divested from 26 stocks this quarter.Largest Holdings Apple $63,960,750iShares iBonds Dec 2025 Term Corporate ETF $52,373,082Microsoft $34,440,856iShares iBonds Dec 2026 Term Corporate ETF $34,128,914iShares iBonds Dec 2027 Term Corporate ETF $28,044,847 Largest New Holdings this Quarter 808524805 - Schwab International Equity ETF $1,001,016 Holding92647X830 - VictoryShares Free Cash Flow ETF $388,564 Holding126650100 - CVS Health $286,278 Holding101137107 - Boston Scientific $265,819 Holding553498106 - MSA Safety $257,001 Holding Largest Purchases this Quarter iShares iBonds Dec 2032 Term Corporate ETF 244,240 shares (about $6.10M)iShares iBonds Dec 2025 Term Treasury ETF 151,114 shares (about $3.53M)iShares iBonds Dec 2027 Term Corporate ETF 116,418 shares (about $2.81M)iShares iBonds Dec 2026 Term Corporate ETF 102,347 shares (about $2.48M)iShares iBonds Dec 2029 Term Corporate ETF 100,271 shares (about $2.32M) Largest Sales this Quarter Apple 20,986 shares (about $4.66M)Schwab US Dividend Equity ETF 85,101 shares (about $2.38M)Johnson & Johnson 12,592 shares (about $2.09M)Tesla 6,024 shares (about $1.43M)Vanguard Total Stock Market ETF 4,419 shares (about $1.21M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSound View Wealth Advisors Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$63,960,750$4,661,618 ▼-6.8%287,9435.2%Computer and TechnologyIBDQiShares iBonds Dec 2025 Term Corporate ETF$52,373,082$1,455,657 ▲2.9%2,082,4294.3%ETFMSFTMicrosoft$34,440,856$536,432 ▲1.6%91,7472.8%Computer and TechnologyIBDRiShares iBonds Dec 2026 Term Corporate ETF$34,128,914$2,477,821 ▲7.8%1,409,7032.8%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$28,044,847$2,814,986 ▲11.2%1,159,8372.3%ETFNVDANVIDIA$25,097,173$361,014 ▲1.5%231,5662.1%Computer and TechnologyBUFRFT Vest Laddered Buffer ETF$24,430,174$757,986 ▲3.2%822,8422.0%ETFLLYEli Lilly and Company$24,114,255$181,701 ▼-0.7%29,1972.0%MedicalIBDTiShares iBonds Dec 2028 Term Corporate ETF$24,051,260$2,248,671 ▲10.3%952,1482.0%ETFSCHXSchwab US Large-Cap ETF$21,112,023$439,790 ▼-2.0%956,1601.7%ETFVOOVanguard S&P 500 ETF$19,968,740$416,272 ▼-2.0%38,8561.6%ETFVTIVanguard Total Stock Market ETF$19,507,840$1,214,516 ▼-5.9%70,9791.6%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$18,902,498$2,319,267 ▲14.0%817,2291.6%ETFVIGVanguard Dividend Appreciation ETF$17,769,077$280,897 ▼-1.6%91,5981.5%ETFAMZNAmazon.com$16,628,843$164,764 ▲1.0%87,4011.4%Retail/WholesaleIBDViShares iBonds Dec 2030 Term Corporate ETF$16,455,026$1,521,681 ▲10.2%757,5981.4%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$15,987,922$1,544,257 ▲10.7%770,5021.3%ETFSCHDSchwab US Dividend Equity ETF$15,307,129$2,379,425 ▼-13.5%547,4651.3%ETFJPMJPMorgan Chase & Co.$15,292,879$72,608 ▼-0.5%62,3441.3%FinancePGProcter & Gamble$14,448,926$974,464 ▼-6.3%84,7841.2%Consumer StaplesSPHQInvesco S&P 500 Quality ETF$14,416,441$248,975 ▲1.8%217,3111.2%ETFQQQInvesco QQQ$14,233,128$265,409 ▼-1.8%30,3531.2%FinanceVGTVanguard Information Technology ETF$14,132,376$613,979 ▼-4.2%26,0561.2%ETFIBDXiShares iBonds Dec 2032 Term Corporate ETF$13,576,388$6,103,556 ▲81.7%543,2731.1%ETFHDHome Depot$13,117,871$119,477 ▲0.9%35,7931.1%Retail/WholesaleJNJJohnson & Johnson$11,628,496$2,088,250 ▼-15.2%70,1191.0%MedicalABBVAbbVie$11,492,900$829,497 ▼-6.7%54,8530.9%MedicalSPYSPDR S&P 500 ETF Trust$10,849,808$864,248 ▲8.7%19,3960.9%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$10,515,462$6,718 ▼-0.1%25,0440.9%FinanceIBTFiShares iBonds Dec 2025 Term Treasury ETF$10,469,099$3,531,532 ▲50.9%447,9720.9%ManufacturingGOOGAlphabet$10,120,754$97,644 ▼-1.0%64,7810.8%Computer and TechnologyBRK.BBerkshire Hathaway$9,976,906$185,872 ▼-1.8%18,7330.8%FinanceDGROiShares Core Dividend Growth ETF$9,656,082$982,116 ▼-9.2%156,2980.8%ETFTSLATesla$9,109,048$1,426,864 ▼-13.5%38,4570.7%Auto/Tires/TrucksAMGNAmgen$9,091,122$106,863 ▼-1.2%29,1800.7%MedicalWMTWalmart$8,906,399$97,008 ▼-1.1%101,4510.7%Retail/WholesaleAVGOBroadcom$8,538,283$266,549 ▼-3.0%50,9960.7%Computer and TechnologySOSouthern$8,471,737$174,613 ▼-2.0%92,1340.7%UtilitiesKOCoca-Cola$8,470,202$152,479 ▼-1.8%118,2660.7%Consumer StaplesEPDEnterprise Products Partners$8,461,396$147,417 ▼-1.7%247,8440.7%EnergyXLKTechnology Select Sector SPDR Fund$8,444,585$240,548 ▲2.9%40,8980.7%ETFVYMVanguard High Dividend Yield ETF$8,223,953$221,941 ▼-2.6%63,7710.7%ETFIWFiShares Russell 1000 Growth ETF$8,000,148$20,582 ▼-0.3%22,1560.7%ETFIBMInternational Business Machines$7,847,846$71,613 ▼-0.9%31,5610.6%Computer and TechnologyXOMExxon Mobil$7,436,949$837,626 ▼-10.1%62,5320.6%EnergyVVisa$7,422,510$49,065 ▲0.7%21,1790.6%Business ServicesMCDMcDonald's$7,241,446$327,368 ▼-4.3%23,1820.6%Retail/WholesaleXLVHealth Care Select Sector SPDR Fund$7,229,635$207,333 ▲3.0%49,5150.6%ETFGOOGLAlphabet$6,570,133$34,484 ▼-0.5%42,4870.5%Computer and TechnologyPMPhilip Morris International$6,542,241$465,716 ▼-6.6%41,2160.5%Consumer StaplesAFLAflac$6,522,910$884,287 ▲15.7%58,6650.5%FinanceBNDVanguard Total Bond Market ETF$6,299,186$335,885 ▼-5.1%85,7620.5%ETFMETAMeta Platforms$6,227,129$282,423 ▲4.8%10,8040.5%Computer and TechnologyCVXChevron$5,927,267$591,874 ▼-9.1%35,4310.5%EnergyCOSTCostco Wholesale$5,563,747$98,356 ▼-1.7%5,8830.5%Retail/WholesaleXLUUtilities Select Sector SPDR Fund$5,364,634$141,614 ▲2.7%68,0360.4%ETFIWRiShares Russell Mid-Cap ETF$5,301,799$100,042 ▼-1.9%62,3230.4%ETFPEPPepsiCo$4,965,577$12,595 ▲0.3%33,1170.4%Consumer StaplesRTXRTX$4,934,783$122,658 ▲2.5%37,2550.4%AerospaceVTVVanguard Value ETF$4,849,330$229,226 ▼-4.5%28,0730.4%ETFMRKMerck & Co., Inc.$4,843,143$176,557 ▲3.8%53,9570.4%MedicalXLPConsumer Staples Select Sector SPDR Fund$4,828,070$179,020 ▲3.9%59,1170.4%ETFEMREmerson Electric$4,474,847$12,280 ▼-0.3%40,8140.4%IndustrialsGLDSPDR Gold Shares$4,326,998$95,662 ▲2.3%15,0170.4%FinanceMOAltria Group$4,286,449$158,513 ▼-3.6%71,4170.4%Consumer StaplesIWBiShares Russell 1000 ETF$4,252,315$44,784 ▲1.1%13,8630.3%ETFKMBKimberly-Clark$4,102,909$247,463 ▼-5.7%28,8490.3%Consumer StaplesAGGiShares Core U.S. Aggregate Bond ETF$4,040,140$147,887 ▲3.8%40,8420.3%FinanceIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$4,022,328$430,482 ▲12.0%157,3680.3%ETFWMBWilliams Companies$3,986,618$69,920 ▲1.8%66,7100.3%EnergyVHTVanguard Health Care ETF$3,980,486$50,299 ▼-1.2%15,0360.3%ETFIBMNiShares iBonds Dec 2025 Term Muni Bond ETF$3,918,346$338,442 ▲9.5%146,4800.3%ETFCATCaterpillar$3,863,541$69,916 ▼-1.8%11,7150.3%IndustrialsPGRProgressive$3,739,491$111,225 ▲3.1%13,2130.3%FinanceQCOMQUALCOMM$3,715,225$47,619 ▲1.3%24,1860.3%Computer and TechnologyGDGeneral Dynamics$3,703,147$98,671 ▲2.7%13,5860.3%AerospaceFITBFifth Third Bancorp$3,516,330$78,675 ▲2.3%89,7020.3%FinanceVUGVanguard Growth ETF$3,504,668$316,314 ▼-8.3%9,4510.3%ETFBMYBristol-Myers Squibb$3,490,175$37,753 ▼-1.1%57,2250.3%MedicalNEENextEra Energy$3,445,685$107,753 ▲3.2%48,6060.3%UtilitiesKMIKinder Morgan$3,414,603$143,534 ▼-4.0%119,6850.3%EnergyWRBW. R. Berkley$3,363,682$44,973 ▼-1.3%47,2690.3%FinanceEDConsolidated Edison$3,311,406$65,580 ▲2.0%29,9430.3%UtilitiesABTAbbott Laboratories$3,301,435$451,148 ▼-12.0%24,8880.3%MedicalORCLOracle$3,274,408$102,063 ▲3.2%23,4200.3%Computer and TechnologyADPAutomatic Data Processing$3,243,271$14,971 ▼-0.5%10,6150.3%Business ServicesAZNAstraZeneca$3,181,741$199,773 ▲6.7%43,2890.3%MedicalBACBank of America$3,119,497$151,230 ▲5.1%74,7540.3%FinanceIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$3,080,854$344,946 ▲12.6%121,8690.3%ETFSYKStryker$3,080,720$93,062 ▲3.1%8,2760.3%MedicalLOWLowe's Companies$3,060,514$263,323 ▼-7.9%13,1220.3%Retail/WholesaleAXPAmerican Express$3,022,377$136,671 ▼-4.3%11,2340.2%FinanceMDTMedtronic$2,973,546$124,456 ▲4.4%33,0910.2%MedicalIVViShares Core S&P 500 ETF$2,924,218$145,537 ▼-4.7%5,2040.2%ETFIWMiShares Russell 2000 ETF$2,802,647$35,110 ▲1.3%14,0490.2%FinanceTXNTexas Instruments$2,758,878$12,399 ▲0.5%15,3530.2%Computer and TechnologyDUKDuke Energy$2,734,055$10,367 ▼-0.4%22,4160.2%UtilitiesPFEPfizer$2,727,119$174,441 ▼-6.0%107,6210.2%MedicalCSCOCisco Systems$2,725,337$43,073 ▼-1.6%44,1640.2%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$2,614,691$799,469 ▲44.0%34,5630.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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