Sound View Wealth Advisors Group, LLC
CIK: 0001784777SEC EDGAR →
Portfolio Value
$1.5B
Holdings
416
As of
Q4 2025
New Positions
20
Closed Positions
25
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 279,740 | $76.0M | 5.10% |
| 2 | ISHARES TR | 2,013,302 | $48.8M | 3.27% |
| 3 | ISHARES TR | 1,982,691 | $48.1M | 3.23% |
| 4 | MICROSOFT CORP | 92,746 | $44.9M | 3.01% |
| 5 | NVIDIA CORPORATION | 228,261 | $42.6M | 2.86% |
| 6 | ISHARES TR | 1,613,448 | $37.8M | 2.53% |
| 7 | ISHARES TR | 1,446,008 | $36.8M | 2.47% |
| 8 | ISHARES TR | 1,478,715 | $32.6M | 2.19% |
| 9 | FIRST TR EXCHNG TRADED FD VI | 894,718 | $30.7M | 2.06% |
| 10 | SCHWAB STRATEGIC TR | 958,031 | $25.8M | 1.73% |
Quarterly Changes
Top Buys
New Positions (21)
$1.7M · 27K shares
$441K · 7K shares
$434K · 7K shares
$352K · 23K shares
$304K · 9K shares
$298K · 5K shares
$274K · 2K shares
$264K · 5K shares
$262K · 1K shares
$251K · 2K shares
$243K · 6K shares
$231K · 4K shares
$229K · 950 shares
$211K · 1K shares
$209K · 4K shares
$204K · 2K shares
$201K · 8K shares
$201K · 2K shares
$200K · 4K shares
$200K · 1K shares
$200K · 8K shares
Closed Positions (27)
$41.4M · 1.6M shares
$4.5M · 191K shares
$3.8M · 141K shares
$452K · 8K shares
$400K · 4K shares
$330K · 4K shares
$300K · 13K shares
$258K · 3K shares
$250K · 2K shares
$245K · 13K shares
$243K · 7K shares
$237K · 2K shares
$237K · 8K shares
$229K · 450 shares
$229K · 4K shares
$229K · 2K shares
$227K · 537 shares
$218K · 1K shares
$216K · 618 shares
$213K · 699 shares
$213K · 661 shares
$212K · 8K shares
$212K · 10K shares
$211K · 2K shares
$206K · 1K shares
$204K · 5K shares
$200K · 937 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 169 | $750.0M | 50.3% |
| Technology | 46 | $245.5M | 16.5% |
| Healthcare | 39 | $122.4M | 8.2% |
| Consumer Cyclical | 22 | $68.4M | 4.6% |
| Unknown | 30 | $66.5M | 4.5% |
| Industrials | 40 | $58.9M | 4.0% |
| Communication Services | 12 | $55.7M | 3.7% |
| Consumer Defensive | 16 | $54.7M | 3.7% |
| Energy | 16 | $31.8M | 2.1% |
| Utilities | 13 | $27.0M | 1.8% |
| Real Estate | 6 | $5.7M | 0.4% |
| Basic Materials | 7 | $4.0M | 0.3% |