Sound View Wealth Advisors Group, LLC Top Holdings and 13F Report (2026) About Sound View Wealth Advisors Group, LLCInvestment ActivitySound View Wealth Advisors Group, LLC has $1.47 billion in total holdings as of March 31, 2026.Sound View Wealth Advisors Group, LLC owns shares of 422 different stocks, but just 91 companies or ETFs make up 80% of its holdings.Approximately 2.68% of the portfolio was purchased this quarter.About 2.07% of the portfolio was sold this quarter.This quarter, Sound View Wealth Advisors Group, LLC has purchased 416 new stocks and bought additional shares in 130 stocks.Sound View Wealth Advisors Group, LLC sold shares of 223 stocks and completely divested from 17 stocks this quarter.Largest Holdings Apple $69,731,819iShares iBonds Dec 2027 Term Corporate ETF $49,667,137iShares iBonds Dec 2026 Term Corporate ETF $48,025,671iShares iBonds Dec 2029 Term Corporate ETF $41,085,297NVIDIA $39,756,656 Largest New Holdings this Quarter G0593M107 - AstraZeneca $4,510,439 Holding69344A107 - PGIM Ultra Short Bond ETF $415,800 Holding464286772 - iShares MSCI South Korea ETF $373,089 Holding464287515 - iShares Expanded Tech-Software Sector ETF $288,580 Holding464288760 - iShares U.S. Aerospace & Defense ETF $283,070 Holding Largest Purchases this Quarter iShares iBonds Dec 2030 Term Corporate ETF 267,629 shares (about $5.86M)AstraZeneca 22,870 shares (about $4.51M)CAPITAL GROUP INTERNATIONAL 128,602 shares (about $4.26M)iShares iBonds Dec 2029 Term Corporate ETF 152,902 shares (about $3.56M)iShares iBonds Dec 2028 Term Corporate ETF 116,564 shares (about $2.95M) Largest Sales this Quarter Vanguard Total Stock Market ETF 5,537 shares (about $1.78M)Apple 4,978 shares (about $1.26M)Schwab US Large-Cap ETF 40,332 shares (about $1.03M)Bristol Myers Squibb 15,952 shares (about $967.49K)Schwab US Dividend Equity ETF 28,775 shares (about $882.82K) 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$69,731,819$1,263,366 ▼-1.8%274,7624.7%Computer and TechnologyIBDSiShares iBonds Dec 2027 Term Corporate ETF$49,667,137$1,606,700 ▲3.3%2,048,9743.4%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$48,025,671$776,771 ▼-1.6%1,981,2573.3%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$41,085,297$3,556,500 ▲9.5%1,766,3502.8%ETFNVDANVIDIA$39,756,656$52,146 ▼-0.1%227,9622.7%Computer and TechnologyIBDTiShares iBonds Dec 2028 Term Corporate ETF$39,579,956$2,952,567 ▲8.1%1,562,5722.7%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$38,227,475$5,858,400 ▲18.1%1,746,3442.6%ETFMSFTMicrosoft$34,813,332$481,591 ▲1.4%94,0472.4%Computer and TechnologyBUFRFT Vest Laddered Buffer ETF$29,823,124$391,496 ▼-1.3%883,1252.0%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$24,756,920$1,331,776 ▲5.7%1,182,8441.7%ETFSCHXSchwab US Large-Cap ETF$23,529,809$1,034,113 ▼-4.2%917,6991.6%ETFVOOVanguard S&P 500 ETF$23,172,521$95,609 ▼-0.4%38,7791.6%ETFIBDXiShares iBonds Dec 2032 Term Corporate ETF$22,886,035$1,252,710 ▲5.8%905,6601.6%ETFVTIVanguard Total Stock Market ETF$22,574,801$1,776,328 ▼-7.3%70,3681.5%ETFLLYEli Lilly and Company$20,596,858$272,258 ▼-1.3%22,3931.4%MedicalJPMJPMorgan Chase & Co.$19,014,912$178,850 ▼-0.9%64,6411.3%FinanceVIGVanguard Dividend Appreciation ETF$18,793,829$101,938 ▼-0.5%87,3891.3%ETFAMZNAmazon.com$18,508,400$37,072 ▲0.2%88,8671.3%Retail/WholesaleVGTVanguard Information Technology ETF$17,520,102$226,755 ▼-1.3%25,1111.2%ETFAVGOBroadcom$17,001,927$170,849 ▼-1.0%54,9321.2%Computer and TechnologyGOOGAlphabet$16,652,131$374,063 ▼-2.2%58,0501.1%Computer and TechnologyJNJJohnson & Johnson$16,649,991$200,440 ▼-1.2%68,1151.1%MedicalQQQInvesco QQQ$16,321,449$58,872 ▼-0.4%28,2781.1%FinanceSCHDSchwab US Dividend Equity ETF$15,971,743$882,818 ▼-5.2%520,5911.1%ETFBMYBristol Myers Squibb$14,836,017$967,489 ▼-6.1%244,6171.0%MedicalSPHQInvesco S&P 500 Quality ETF$14,630,041$194,066 ▼-1.3%194,5741.0%ETFGOOGLAlphabet$14,129,993$104,958 ▼-0.7%49,1381.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$13,106,464$51,377 ▼-0.4%20,1530.9%FinanceTSLATesla$12,955,923$116,730 ▼-0.9%34,8510.9%Auto/Tires/TrucksWALMART INC$11,916,505$447,037 ▼-3.6%95,8840.8%COMXLKTechnology Select Sector SPDR Fund$11,798,404$108,180 ▼-0.9%88,7770.8%ETFHDHome Depot$11,602,506$87,155 ▲0.8%35,2780.8%Retail/WholesaleABBVAbbVie$11,544,176$63,072 ▲0.5%53,0790.8%MedicalDIASPDR Dow Jones Industrial Average ETF Trust$11,464,323$105,143 ▼-0.9%24,7510.8%FinanceXOMExxonMobil$11,371,262$151,506 ▼-1.3%67,0240.8%EnergyPGProcter & Gamble$11,339,915$255,657 ▼-2.2%78,5100.8%Consumer StaplesIBTGiShares iBonds Dec 2026 Term Treasury ETF$11,271,177$58,983 ▼-0.5%491,8690.8%ManufacturingCAPITAL GROUP INTERNATIONAL$10,944,896$4,258,008 ▲63.7%330,5620.7%SHSAMGNAmgen$10,234,901$44,333 ▼-0.4%29,0890.7%MedicalDGROiShares Core Dividend Growth ETF$9,876,372$405,781 ▼-3.9%140,7290.7%ETFEPDEnterprise Products Partners$9,149,258$50,100 ▼-0.5%241,7880.6%EnergyIWFiShares Russell 1000 Growth ETF$9,054,264$2,558 ▲0.0%21,2340.6%ETFBRK.BBerkshire Hathaway$9,025,329$20,606 ▼-0.2%18,8340.6%FinanceVYMVanguard High Dividend Yield ETF$8,989,941$121,145 ▼-1.3%60,7020.6%ETFSOSouthern$8,651,267$14,864 ▼-0.2%89,6320.6%UtilitiesCATHGlobal X S&P 500 Catholic Values ETF$8,588,294$350,425 ▼-3.9%109,8950.6%ManufacturingRTXRTX$8,457,729$148,341 ▼-1.7%43,8450.6%AerospaceKOCocaCola$8,000,339$524,595 ▼-6.2%105,1980.5%Consumer StaplesMRKMerck & Co., Inc.$7,760,584$28,268 ▲0.4%64,5160.5%MedicalSCHFSchwab International Equity ETF$7,703,496$193,619 ▲2.6%311,2520.5%ETFGLDSPDR Gold Shares$7,631,193$558,086 ▲7.9%17,7350.5%FinanceIBMInternational Business Machines$7,529,111$49,448 ▼-0.7%31,0620.5%Computer and TechnologyCVXChevron$7,377,393$370,556 ▲5.3%35,6570.5%EnergyMETAMeta Platforms$7,219,440$29,750 ▲0.4%12,6190.5%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$7,054,428$88,659 ▼-1.2%153,7250.5%ETFCATCaterpillar$7,000,968$99,892 ▼-1.4%9,8820.5%IndustrialsMCDMcDonald's$6,874,678$105,047 ▼-1.5%22,1200.5%Retail/WholesalePMPhilip Morris International$6,702,251$50,429 ▲0.8%40,5360.5%Consumer StaplesAFLAflac$6,537,189$32,364 ▼-0.5%59,5860.4%FinancePEPPepsiCo$6,508,128$10,560 ▼-0.2%41,9100.4%Consumer StaplesBNDVanguard Total Bond Market ETF$6,293,351$1,546 ▲0.0%85,4610.4%ETFVVisa$6,283,455$244,810 ▼-3.8%20,7900.4%Business ServicesIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$5,834,466$310,277 ▲5.6%227,6420.4%ETFXLPConsumer Staples Select Sector SPDR Fund$5,811,710$13,199 ▼-0.2%70,8920.4%ETFCOSTCostco Wholesale$5,807,490$63,775 ▲1.1%5,8280.4%Retail/WholesaleIWRiShares Russell Mid-Cap ETF$5,522,876$80,896 ▼-1.4%56,8020.4%ETFVTVVanguard Value ETF$5,333,697$71,613 ▼-1.3%27,1850.4%ETFIWBiShares Russell 1000 ETF$5,296,151$17,115 ▼-0.3%14,8530.4%ETFFITBFifth Third Bancorp$5,237,383$18,352 ▲0.4%112,7290.4%FinanceEMREmerson Electric$5,162,712$26,728 ▼-0.5%39,4040.4%IndustrialsIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$5,036,693$379,794 ▲8.2%197,9830.3%ETFXLVHealth Care Select Sector SPDR Fund$4,586,290$191,328 ▼-4.0%31,2820.3%ETFMOAltria Group$4,557,524$15,970 ▲0.4%69,0640.3%Consumer StaplesAGGiShares Core U.S. Aggregate Bond ETF$4,551,204$139,771 ▲3.2%45,8470.3%FinanceIEFAiShares Core MSCI EAFE ETF$4,550,133$128,281 ▲2.9%50,2610.3%ETFAZNCFAstraZeneca$4,510,439$4,510,439 ▲New Holding22,8700.3%MedicalSTXSeagate Technology$4,431,110$316,536 ▼-6.7%11,3110.3%Computer and TechnologyGDGeneral Dynamics$4,384,318$132,140 ▼-2.9%12,7740.3%AerospaceLAM RESEARCH CORP$4,307,270$72,005 ▲1.7%20,1590.3%COM NEWKMIKinder Morgan$4,264,050$37,788 ▲0.9%127,1710.3%EnergyNEENextEra Energy$4,225,993$94,832 ▼-2.2%45,4990.3%UtilitiesEDConsolidated Edison$4,193,046$57,495 ▲1.4%37,0480.3%UtilitiesIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$4,108,390$381,571 ▲10.2%160,9240.3%ETFGILDGilead Sciences$4,025,018$104,807 ▼-2.5%28,8800.3%MedicalTXNTexas Instruments$3,961,943$194 ▼0.0%20,4080.3%Computer and TechnologyAXPAmerican Express$3,947,099$30,551 ▼-0.8%13,0490.3%FinanceVUGVanguard Growth ETF$3,884,898$55,910 ▼-1.4%8,8940.3%ETFTJXTJX Companies$3,832,185$8,145 ▲0.2%23,9960.3%Retail/WholesaleVHTVanguard Health Care ETF$3,619,856$86,602 ▼-2.3%13,2920.2%ETFIWMiShares Russell 2000 ETF$3,593,990$23,064 ▼-0.6%14,4920.2%FinanceCSCOCisco Systems$3,540,793$151,765 ▼-4.1%45,6350.2%Computer and TechnologyWMBWilliams Companies$3,537,780$48,181 ▼-1.3%48,6090.2%EnergyPGRProgressive$3,530,374$184,359 ▲5.5%17,8090.2%FinanceBACBank of America$3,421,387$4,534 ▼-0.1%70,1820.2%FinanceORCLOracle$3,417,840$87,678 ▼-2.5%23,2330.2%Computer and TechnologySLViShares Silver Trust$3,387,444$319,713 ▼-8.6%49,7130.2%ETFSYKStryker$3,244,222$23,002 ▲0.7%9,8730.2%MedicalVIGIVanguard International Dividend Appreciation ETF$3,228,416$33,172 ▲1.0%36,4960.2%ETFDLRDigital Realty Trust$3,171,459$8,650 ▲0.3%17,5990.2%FinanceWELLWelltower$3,156,716$44,288 ▼-1.4%15,9660.2%FinanceShowing largest 100 holdings. 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