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Sound View Wealth Advisors Group

Latest statistics and disclosures from Sound View Wealth Advisors Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, IBDR, IBDS, MSFT, NVDA, and represent 17.47% of Sound View Wealth Advisors Group's stock portfolio.
Added to shares of these 10 stocks: IBDU (+$14M), IBDS (+$13M), IBDV (+$11M), XLK (+$6.6M), IBDT (+$6.1M), IBDR (+$5.1M), IBTG, IBDW, XLU, IBDX.
Started 21 new stock positions in BMRN, FROG, XMHQ, CFG, ADPV, NOCT, BPRE, UL, TER, APH. DG, VTWO, RDIV, Marsh & McLennan Companies, IOCT, IBDZ, FTI, AKRE, IBDY, XAR, ALB.
Reduced shares in these 10 stocks: IBDQ (-$41M), IBTF, IBMN, AAPL, BMY, AVGO, GOOG, QQQ, PFE, COWZ.
Sold out of its positions in ACR, AIG, BAX, BSX, CLX, DTE, EVRG, EXC, FV, GBTC.
Sound View Wealth Advisors Group was a net buyer of stock by $13M.
Sound View Wealth Advisors Group has $1.5B in assets under management (AUM), dropping by 5.61%.
Central Index Key (CIK): 0001784777

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Portfolio Holdings for Sound View Wealth Advisors Group

Sound View Wealth Advisors Group holds 416 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	5.1	$76M	-4%	280k	271.86	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	3.3	$49M	+11%	2.0M	24.23	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	3.2	$48M	+35%	2.0M	24.28	View chart
Microsoft Corporation (MSFT)	3.0	$45M		93k	483.62	View chart
NVIDIA Corporation (NVDA)	2.9	$43M		228k	186.50	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	2.5	$38M	+55%	1.6M	23.41	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	2.5	$37M	+19%	1.4M	25.45	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	2.2	$33M	+49%	1.5M	22.07	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	2.1	$31M	+2%	895k	34.26	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.7	$26M		958k	26.91	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.7	$25M	-2%	76k	335.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.6	$24M		39k	627.13	View chart
Eli Lilly & Co. (LLY)	1.6	$24M		23k	1074.69	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	1.6	$24M	+17%	1.1M	21.15	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	1.5	$22M	+18%	856k	25.53	View chart
JPMorgan Chase & Co. (JPM)	1.4	$21M		65k	322.22	View chart
Amazon (AMZN)	1.4	$21M		89k	230.82	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.3	$19M		88k	219.78	View chart
Broadcom (AVGO)	1.3	$19M	-5%	56k	346.10	View chart
Vanguard World Inf Tech Etf (VGT)	1.3	$19M		25k	753.77	View chart
Alphabet Cap Stk Cl C (GOOG)	1.2	$19M	-5%	59k	313.80	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$17M	-5%	28k	614.31	View chart
Tesla Motors (TSLA)	1.1	$16M		35k	449.72	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$16M		50k	313.00	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.0	$15M	+5%	549k	27.43	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.0	$15M		197k	75.05	View chart
Johnson & Johnson (JNJ)	1.0	$14M	-2%	69k	206.95	View chart
Bristol Myers Squibb (BMY)	0.9	$14M	-13%	261k	53.94	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$14M	+2%	20k	681.92	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.9	$13M	+103%	90k	143.97	View chart
Abbvie (ABBV)	0.8	$12M		53k	228.49	View chart
Home Depot (HD)	0.8	$12M		35k	344.10	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.8	$12M		25k	480.56	View chart
Procter & Gamble Company (PG)	0.8	$12M	-3%	80k	143.31	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.8	$11M	+69%	494k	22.88	View chart
Wal-Mart Stores (WMT)	0.7	$11M		100k	111.41	View chart
Ishares Tr Core Div Grwth (DGRO)	0.7	$10M	-2%	147k	69.42	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$10M	-5%	21k	473.31	View chart
Amgen (AMGN)	0.6	$9.6M		29k	327.31	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$9.5M		19k	502.65	View chart
Global X Fds S&p 500 Catholic (CATH)	0.6	$9.4M		114k	82.23	View chart
International Business Machines (IBM)	0.6	$9.3M		31k	296.21	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$8.8M	+3%	62k	143.52	View chart
Meta Platforms Cl A (META)	0.6	$8.3M		13k	660.11	View chart
Raytheon Technologies Corp (RTX)	0.5	$8.2M		45k	183.40	View chart
Exxon Mobil Corporation (XOM)	0.5	$8.2M	+2%	68k	120.34	View chart
Coca-Cola Company (KO)	0.5	$7.8M		112k	69.91	View chart
Southern Company (SO)	0.5	$7.8M		90k	87.20	View chart
Enterprise Products Partners (EPD)	0.5	$7.8M		243k	32.06	View chart
Visa Com Cl A (V)	0.5	$7.6M		22k	350.71	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$7.3M	+8%	303k	24.04	View chart
McDonald's Corporation (MCD)	0.5	$6.9M		23k	305.63	View chart
Merck & Co (MRK)	0.5	$6.8M		64k	105.26	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.4	$6.6M	+108%	156k	42.69	View chart
AFLAC Incorporated (AFL)	0.4	$6.6M		60k	110.27	View chart
Capital Group International SHS (CGIC)	0.4	$6.6M	+38%	202k	32.50	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$6.5M		16k	396.31	View chart
Philip Morris International (PM)	0.4	$6.5M		40k	160.40	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$6.3M		85k	74.07	View chart
Pepsi (PEP)	0.4	$6.0M		42k	143.52	View chart
Caterpillar (CAT)	0.4	$5.7M	-3%	10k	572.86	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$5.6M	+2%	15k	373.43	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$5.5M	-2%	58k	96.27	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.4	$5.5M	+27%	216k	25.64	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.4	$5.5M	+4%	71k	77.68	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$5.3M		28k	190.99	View chart
Fifth Third Ban (FITB)	0.4	$5.3M	+2%	112k	46.81	View chart
Emerson Electric (EMR)	0.4	$5.3M		40k	132.72	View chart
Chevron Corporation (CVX)	0.3	$5.2M	-10%	34k	152.41	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.3	$5.0M	-3%	33k	154.80	View chart
Costco Wholesale Corporation (COST)	0.3	$5.0M		5.8k	862.29	View chart
American Express Company (AXP)	0.3	$4.9M		13k	369.94	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.3	$4.6M	+25%	183k	25.39	View chart
Oracle Corporation (ORCL)	0.3	$4.6M		24k	194.91	View chart
Zillow Group Cl C Cap Stk (Z)	0.3	$4.5M		67k	68.22	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$4.4M	+2%	44k	99.88	View chart
General Dynamics Corporation (GD)	0.3	$4.4M	-2%	13k	336.67	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$4.4M		9.0k	487.87	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$4.4M		49k	89.46	View chart
Astrazeneca Sponsored Adr	0.3	$4.3M		47k	91.93	View chart
Altria (MO)	0.3	$4.0M		69k	57.66	View chart
Vanguard World Health Car Etf (VHT)	0.3	$3.9M	-5%	14k	287.86	View chart
Bank of America Corporation (BAC)	0.3	$3.9M	-2%	70k	55.00	View chart
Qualcomm (QCOM)	0.3	$3.8M		23k	171.05	View chart
Progressive Corporation (PGR)	0.3	$3.8M		17k	227.73	View chart
Nextera Energy (NEE)	0.3	$3.7M		47k	80.28	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.3	$3.7M	+41%	146k	25.57	View chart
TJX Companies (TJX)	0.2	$3.7M	+2%	24k	153.61	View chart
Cisco Systems (CSCO)	0.2	$3.7M		48k	77.03	View chart
Gilead Sciences (GILD)	0.2	$3.6M		30k	122.74	View chart
Consolidated Edison (ED)	0.2	$3.6M	+2%	37k	99.32	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$3.6M		15k	246.16	View chart
Texas Instruments Incorporated (TXN)	0.2	$3.5M	+7%	20k	173.49	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$3.5M		54k	64.42	View chart
Kinder Morgan (KMI)	0.2	$3.5M	+5%	126k	27.49	View chart
Stryker Corporation (SYK)	0.2	$3.4M	+4%	9.8k	351.46	View chart
Lam Research Corp Com New (LRCX)	0.2	$3.4M	-7%	20k	171.18	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.2	$3.3M	-5%	12k	275.38	View chart
Medtronic SHS (MDT)	0.2	$3.3M		35k	96.06	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$3.3M	-11%	4.8k	684.90	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$3.3M	+5%	36k	91.45	View chart
W.R. Berkley Corporation (WRB)	0.2	$3.3M		47k	70.12	View chart
Wells Fargo & Company (WFC)	0.2	$3.2M	+4%	34k	93.20	View chart
Lowe's Companies (LOW)	0.2	$3.0M		13k	241.17	View chart
Welltower Inc Com reit (WELL)	0.2	$3.0M	+4%	16k	185.61	View chart
Abbott Laboratories (ABT)	0.2	$3.0M	-2%	24k	125.29	View chart
Williams Companies (WMB)	0.2	$3.0M		49k	60.11	View chart
Thermo Fisher Scientific (TMO)	0.2	$2.9M	-3%	5.0k	579.42	View chart
Waste Connections (WCN)	0.2	$2.8M	+4%	16k	175.36	View chart
Digital Realty Trust (DLR)	0.2	$2.7M	+3%	18k	154.71	View chart
Zillow Group Cl A (ZG)	0.2	$2.7M		39k	68.23	View chart
Hca Holdings (HCA)	0.2	$2.6M		5.6k	466.88	View chart
American Electric Power Company (AEP)	0.2	$2.6M		23k	115.31	View chart
Duke Energy Corp Com New (DUK)	0.2	$2.6M		22k	117.21	View chart
Micron Technology (MU)	0.2	$2.5M	-7%	8.9k	285.41	View chart
Xcel Energy (XEL)	0.2	$2.5M	+4%	34k	73.86	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$2.5M	-3%	8.7k	290.21	View chart
Kimberly-Clark Corporation (KMB)	0.2	$2.5M	-6%	25k	100.89	View chart
Automatic Data Processing (ADP)	0.2	$2.5M		9.7k	257.23	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$2.4M		46k	52.88	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$2.3M		28k	81.17	View chart
Illinois Tool Works (ITW)	0.1	$2.2M		9.0k	246.30	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$2.2M	-4%	12k	177.36	View chart
DNP Select Income Fund (DNP)	0.1	$2.2M	-2%	216k	9.99	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$2.1M	+4%	4.8k	444.60	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$2.1M		20k	104.07	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$2.1M	-5%	42k	48.75	View chart
Palo Alto Networks (PANW)	0.1	$1.9M	+2%	10k	184.20	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	0.1	$1.9M	+9%	74k	25.43	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$1.9M		2.4k	771.78	View chart
Verizon Communications (VZ)	0.1	$1.9M	-8%	46k	40.73	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.1	$1.9M	+4%	29k	64.31	View chart
Deere & Company (DE)	0.1	$1.8M		4.0k	465.57	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.8M	-7%	58k	30.96	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$1.8M	+6%	3.9k	453.33	View chart
Waste Management (WM)	0.1	$1.8M	-3%	8.0k	219.71	View chart
Workday Cl A (WDAY)	0.1	$1.7M	+3%	8.1k	214.78	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$1.7M	NEW	27k	65.51	View chart
Byrna Technologies Com New (BYRN)	0.1	$1.7M		103k	16.79	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$1.7M		14k	123.26	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.7M		3.5k	483.65	View chart
Advanced Micro Devices (AMD)	0.1	$1.7M		7.9k	214.16	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.7M		8.0k	210.33	View chart
General Mills (GIS)	0.1	$1.7M	-11%	36k	46.50	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$1.6M	-4%	10k	162.01	View chart
UnitedHealth (UNH)	0.1	$1.6M	-3%	4.8k	330.14	View chart
salesforce (CRM)	0.1	$1.6M		6.0k	264.89	View chart
Netflix (NFLX)	0.1	$1.6M	+844%	17k	93.76	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$1.6M		29k	53.83	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$1.5M		2.00	754800.00	View chart
Jazz Pharmaceuticals Shs Usd (JAZZ)	0.1	$1.5M	-5%	8.8k	170.00	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.5M		2.6k	566.36	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.1	$1.5M		30k	49.86	View chart
Blackrock (BLK)	0.1	$1.4M		1.4k	1070.69	View chart
Pfizer (PFE)	0.1	$1.4M	-37%	57k	24.90	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.4M		10k	141.13	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$1.4M	-36%	24k	60.17	View chart
Norfolk Southern (NSC)	0.1	$1.4M		4.9k	288.74	View chart
Goldman Sachs (GS)	0.1	$1.4M		1.6k	879.00	View chart
Honeywell International (HON)	0.1	$1.4M	-5%	7.0k	195.09	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$1.4M	-4%	3.5k	393.94	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$1.4M		8.4k	160.97	View chart
Marvell Technology (MRVL)	0.1	$1.3M	-13%	16k	84.98	View chart
RBB Motley Fol Etf (TMFC)	0.1	$1.3M	+3%	19k	71.77	View chart
Walt Disney Company (DIS)	0.1	$1.3M	-2%	12k	113.77	View chart
Nxp Semiconductors N V (NXPI)	0.1	$1.3M	+12%	6.0k	217.05	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$1.3M		14k	96.16	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$1.3M	-12%	4.2k	303.89	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$1.3M	+272%	17k	74.88	View chart
Applied Materials (AMAT)	0.1	$1.3M		4.9k	257.00	View chart
Equifax (EFX)	0.1	$1.2M	+39%	5.7k	216.98	View chart
Ge Aerospace Com New (GE)	0.1	$1.2M	-5%	3.9k	308.07	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$1.2M		7.7k	154.15	View chart
Zoetis Cl A (ZTS)	0.1	$1.2M		9.4k	125.81	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.2M	+2%	22k	53.76	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$1.1M	-10%	23k	49.65	View chart
Freeport-mcmoran CL B (FCX)	0.1	$1.1M	-5%	22k	50.79	View chart
Paychex (PAYX)	0.1	$1.1M		10k	112.18	View chart
Eaton Corp SHS (ETN)	0.1	$1.1M	-2%	3.5k	318.51	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$1.1M	-10%	3.1k	360.15	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$1.1M	+32%	25k	43.92	View chart
Public Service Enterprise (PEG)	0.1	$1.1M	-2%	13k	80.30	View chart
Equinix (EQIX)	0.1	$1.1M	-22%	1.4k	766.23	View chart
Intel Corporation (INTC)	0.1	$1.1M		29k	36.90	View chart
Morgan Stanley Com New (MS)	0.1	$1.1M	+2%	6.0k	177.53	View chart
Northrop Grumman Corporation (NOC)	0.1	$1.1M		1.9k	570.16	View chart
Servicenow (NOW)	0.1	$1.1M	+384%	6.9k	153.19	View chart
Doordash Cl A (DASH)	0.1	$1.1M	+9%	4.6k	226.48	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$1.0M		7.3k	141.05	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$1.0M		7.4k	136.94	View chart
Ishares Tr Ibonds Dec 2030 (IBMS)	0.1	$999k	+20%	38k	26.06	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$992k	+30%	10k	98.32	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$968k		10k	94.16	View chart
Comcast Corp Cl A (CMCSA)	0.1	$965k	-19%	32k	29.89	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$964k	-9%	5.7k	168.76	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$960k		15k	62.47	View chart
CSX Corporation (CSX)	0.1	$959k		27k	36.25	View chart
Kla Corp Com New (KLAC)	0.1	$958k	-10%	789.00	1214.34	View chart
Citigroup Com New (C)	0.1	$933k	-4%	8.0k	116.68	View chart
3M Company (MMM)	0.1	$925k		5.8k	160.10	View chart
Danaher Corporation (DHR)	0.1	$920k	+6%	4.0k	228.92	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$914k		7.6k	120.19	View chart
Union Pacific Corporation (UNP)	0.1	$913k		3.9k	231.33	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$909k	-12%	12k	73.56	View chart
Moody's Corporation (MCO)	0.1	$883k		1.7k	510.85	View chart
Mastercard Incorporated Cl A (MA)	0.1	$861k	-4%	1.5k	570.77	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$858k	+30%	26k	33.02	View chart
Wec Energy Group (WEC)	0.1	$845k		8.0k	105.46	View chart
Ccc Intelligent Solutions Holdings (CCC)	0.1	$835k		105k	7.95	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$832k	-4%	19k	44.34	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$821k		9.9k	82.82	View chart
Park National Corporation (PRK)	0.1	$821k		5.4k	152.18	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$815k		7.6k	107.11	View chart
Ferrari Nv Ord (RACE)	0.1	$809k		2.2k	369.56	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$800k		17k	46.59	View chart
Colgate-Palmolive Company (CL)	0.1	$800k	+13%	10k	79.02	View chart
Blackrock Etf Trust Ishares Us Carbo (LCTU)	0.1	$797k		11k	74.09	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$795k		6.2k	129.16	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$791k	-17%	739.00	1069.86	View chart
Hershey Company (HSY)	0.1	$781k		4.3k	181.98	View chart
Air Products & Chemicals (APD)	0.1	$780k	+2%	3.2k	247.03	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$769k		47k	16.49	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$766k		2.4k	322.95	View chart
Comfort Systems USA (FIX)	0.1	$749k	-14%	803.00	933.29	View chart
Neurocrine Biosciences (NBIX)	0.0	$744k		5.2k	141.83	View chart
TPG Com Cl A (TPG)	0.0	$742k		12k	63.84	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$728k		11k	66.00	View chart
Truist Financial Corp equities (TFC)	0.0	$726k	-47%	15k	49.21	View chart
Global Payments (GPN)	0.0	$724k		9.3k	77.40	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$716k		7.5k	96.04	View chart
PNC Financial Services (PNC)	0.0	$712k		3.4k	208.73	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$707k		9.5k	74.17	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$702k	-24%	5.8k	121.62	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.0	$697k	-5%	6.2k	111.79	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$690k	-7%	3.1k	224.67	View chart
Simon Property (SPG)	0.0	$688k		3.7k	185.10	View chart
Aon Shs Cl A (AON)	0.0	$683k		1.9k	352.88	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$677k		1.4k	468.76	View chart
Ge Vernova (GEV)	0.0	$676k	-6%	1.0k	653.57	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.0	$671k	+23%	17k	39.38	View chart
Federal Signal Corporation (FSS)	0.0	$666k		6.1k	108.59	View chart
Travelers Companies (TRV)	0.0	$651k	-8%	2.2k	290.06	View chart
Marriott Intl Cl A (MAR)	0.0	$646k		2.1k	310.24	View chart
Chubb (CB)	0.0	$632k		2.0k	312.14	View chart
Diageo Spon Adr New (DEO)	0.0	$631k	-20%	7.3k	86.26	View chart
Capital One Financial (COF)	0.0	$627k	-4%	2.6k	242.34	View chart
Us Bancorp Del Com New (USB)	0.0	$621k		12k	53.36	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$614k	+99%	14k	44.71	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.0	$612k		13k	47.94	View chart
Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA)	0.0	$610k	+16%	15k	41.25	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$609k	+37%	2.4k	250.29	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$608k		3.4k	181.23	View chart
Cme (CME)	0.0	$604k		2.2k	273.12	View chart
At&t (T)	0.0	$602k	-16%	24k	24.84	View chart
ConocoPhillips (COP)	0.0	$600k	+51%	6.4k	93.61	View chart
SLB Com Stk (SLB)	0.0	$598k	+7%	16k	38.38	View chart
Linde SHS (LIN)	0.0	$595k	-11%	1.4k	426.40	View chart
Curtiss-Wright (CW)	0.0	$552k		1.0k	551.27	View chart
Corning Incorporated (GLW)	0.0	$551k	-5%	6.3k	87.56	View chart
Lincoln National Corporation (LNC)	0.0	$545k	-4%	12k	44.53	View chart
U.S. Lime & Minerals (USLM)	0.0	$539k		4.5k	119.74	View chart
Carrier Global Corporation (CARR)	0.0	$535k	+2%	10k	52.84	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$535k	-2%	9.8k	54.77	View chart
PPL Corporation (PPL)	0.0	$529k	-2%	15k	35.02	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$521k		6.1k	85.37	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$516k	+88%	1.9k	268.30	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$511k	-10%	4.9k	103.56	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.0	$503k	-2%	14k	36.58	View chart
Cummins (CMI)	0.0	$501k	+2%	981.00	510.70	View chart
Intuit (INTU)	0.0	$500k	-16%	755.00	662.45	View chart
Canadian Pacific Kansas City (CP)	0.0	$493k	-18%	6.7k	73.63	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$492k		3.5k	139.33	View chart
Becton, Dickinson and (BDX)	0.0	$489k		2.5k	194.09	View chart
Constellation Energy (CEG)	0.0	$483k		1.4k	353.29	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.0	$480k		10k	47.85	View chart
Ford Motor Company (F)	0.0	$478k	+10%	36k	13.12	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$473k		8.2k	57.58	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$470k		4.0k	117.73	View chart
British Amern Tob Sponsored Adr (BTI)	0.0	$464k		8.2k	56.62	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.0	$456k		20k	22.36	View chart
Tractor Supply Company (TSCO)	0.0	$455k	-5%	9.1k	50.01	View chart
AutoZone (AZO)	0.0	$455k		134.00	3391.50	View chart
Realty Income (O)	0.0	$453k	+5%	8.0k	56.37	View chart
Woodward Governor Company (WWD)	0.0	$453k		1.5k	302.32	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.0	$448k	-11%	10k	43.72	View chart
MetLife (MET)	0.0	$447k	+4%	5.7k	78.94	View chart
Unilever Spon Adr New (UL)	0.0	$441k	NEW	6.7k	65.40	View chart
Cardinal Health (CAH)	0.0	$441k	+2%	2.1k	205.50	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.0	$439k	-4%	11k	39.12	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$439k		10k	43.25	View chart
Target Corporation (TGT)	0.0	$438k	+36%	4.5k	97.76	View chart
Oneok (OKE)	0.0	$437k	-31%	6.0k	73.50	View chart
BioMarin Pharmaceutical (BMRN)	0.0	$434k	NEW	7.3k	59.43	View chart
Darden Restaurants (DRI)	0.0	$430k	-4%	2.3k	184.02	View chart
Intercontinental Exchange (ICE)	0.0	$428k	+2%	2.6k	161.96	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.0	$428k		14k	30.54	View chart
Hasbro (HAS)	0.0	$427k		5.2k	82.00	View chart
FedEx Corporation (FDX)	0.0	$425k	+4%	1.5k	288.81	View chart
Republic Services (RSG)	0.0	$418k		2.0k	211.93	View chart
Proshares Tr S&p Tech Dividen (TDV)	0.0	$418k	-3%	4.8k	86.58	View chart
Bank of New York Mellon Corporation (BK)	0.0	$416k	+4%	3.6k	116.09	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$412k	-10%	1.6k	257.88	View chart
Palantir Technologies Cl A (PLTR)	0.0	$412k		2.3k	177.75	View chart
Sun Life Financial (SLF)	0.0	$402k	-3%	6.4k	62.40	View chart
Huntington Ingalls Inds (HII)	0.0	$401k		1.2k	340.11	View chart
Edwards Lifesciences (EW)	0.0	$399k	-5%	4.7k	85.25	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.0	$394k		5.2k	75.85	View chart
Nike CL B (NKE)	0.0	$393k	-2%	6.2k	63.71	View chart
SYSCO Corporation (SYY)	0.0	$392k		5.3k	73.69	View chart
Novartis Sponsored Adr (NVS)	0.0	$390k	-9%	2.8k	137.87	View chart
Allstate Corporation (ALL)	0.0	$390k	+20%	1.9k	208.16	View chart
Krystal Biotech (KRYS)	0.0	$389k	-21%	1.6k	246.54	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$389k		4.9k	79.73	View chart
CRH Ord (CRH)	0.0	$385k		3.1k	124.80	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$377k	+12%	5.0k	75.44	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$368k		3.5k	105.00	View chart
Cigna Corp (CI)	0.0	$366k		1.3k	275.24	View chart
Genuine Parts Company (GPC)	0.0	$366k	-5%	3.0k	122.96	View chart
Otis Worldwide Corp (OTIS)	0.0	$362k	+5%	4.1k	87.35	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$362k		2.4k	148.70	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$360k		1.2k	302.11	View chart
Anthem (ELV)	0.0	$355k	+2%	1.0k	350.62	View chart
Agnico (AEM)	0.0	$354k		2.1k	169.53	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$353k	-2%	5.7k	62.15	View chart
Charles Schwab Corporation (SCHW)	0.0	$353k	-2%	3.5k	99.92	View chart
Bluerock Pvt Real Estate (BPRE)	0.0	$352k	NEW	24k	15.00	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$347k		2.7k	128.83	View chart
Phillips 66 (PSX)	0.0	$347k		2.7k	129.05	View chart
Targa Res Corp (TRGP)	0.0	$346k		1.9k	184.50	View chart
Datadog Cl A Com (DDOG)	0.0	$345k	+2%	2.5k	135.99	View chart
Broadridge Financial Solutions (BR)	0.0	$345k		1.5k	223.17	View chart
Yum! Brands (YUM)	0.0	$343k	-7%	2.3k	151.28	View chart
Principal Financial (PFG)	0.0	$341k	-18%	3.9k	88.22	View chart
Cadence Design Systems (CDNS)	0.0	$341k		1.1k	312.58	View chart
Vulcan Materials Company (VMC)	0.0	$341k		1.2k	285.22	View chart
Sprott Asset Management Physical Gold An (CEF)	0.0	$341k		7.4k	45.80	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$338k		2.3k	149.00	View chart
Global X Fds Defense Tech Etf (SHLD)	0.0	$337k		5.2k	64.79	View chart
Siriusxm Holdings Common Stock (SIRI)	0.0	$334k		17k	20.00	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$333k		3.5k	94.20	View chart
McKesson Corporation (MCK)	0.0	$332k		405.00	820.29	View chart
Iqvia Holdings (IQV)	0.0	$329k	-16%	1.5k	225.41	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.0	$329k		4.9k	66.52	View chart
Uber Technologies (UBER)	0.0	$321k	+2%	3.9k	81.71	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$321k		2.7k	120.96	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$315k	-9%	4.7k	67.23	View chart
Smucker J M Com New (SJM)	0.0	$313k	-10%	3.2k	97.81	View chart
M&T Bank Corporation (MTB)	0.0	$311k		1.5k	201.48	View chart
Innovator Etfs Trust International Dv (IOCT)	0.0	$304k	NEW	8.7k	34.86	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$304k	+6%	7.0k	43.38	View chart
Main Street Capital Corporation (MAIN)	0.0	$302k	-20%	5.0k	60.39	View chart
Booking Holdings (BKNG)	0.0	$300k	-8%	56.00	5355.32	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.0	$299k	NEW	5.2k	57.92	View chart
Vanguard World Energy Etf (VDE)	0.0	$296k	+11%	2.4k	125.94	View chart
Federated Hermes CL B (FHI)	0.0	$295k	-3%	5.7k	52.07	View chart
Applovin Corp Com Cl A (APP)	0.0	$292k		433.00	673.82	View chart
American Tower Reit (AMT)	0.0	$284k	-3%	1.6k	175.53	View chart
Msa Safety Inc equity (MSA)	0.0	$280k		1.7k	160.14	View chart
Albemarle Corporation (ALB)	0.0	$275k	NEW	1.9k	141.46	View chart
Humana (HUM)	0.0	$272k	+3%	1.1k	256.13	View chart
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV)	0.0	$265k	NEW	5.1k	52.04	View chart
Acuity Brands (AYI)	0.0	$265k		735.00	360.04	View chart
Dt Midstream Common Stock (DTM)	0.0	$262k		2.2k	119.68	View chart
Teradyne (TER)	0.0	$262k	NEW	1.4k	193.53	View chart
S&p Global (SPGI)	0.0	$259k	-23%	496.00	522.23	View chart
Boeing Company (BA)	0.0	$258k	-11%	1.2k	217.13	View chart
CVS Caremark Corporation (CVS)	0.0	$258k	+2%	3.3k	79.35	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$258k		1.3k	191.57	View chart
Sempra Energy (SRE)	0.0	$257k		2.9k	88.29	View chart
Synovus Finl Corp Com New (SNV)	0.0	$256k		5.1k	50.05	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.0	$253k		3.2k	80.37	View chart
Argenx Se Sponsored Adr (ARGX)	0.0	$252k	-24%	300.00	840.95	View chart
Analog Devices (ADI)	0.0	$252k		930.00	271.07	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.0	$252k		5.8k	43.64	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.0	$252k	NEW	2.5k	102.42	View chart
United Parcel Service CL B (UPS)	0.0	$250k	-8%	2.5k	99.20	View chart
Alliant Energy Corporation (LNT)	0.0	$250k		3.8k	65.01	View chart
Innovator Etfs Trust Equity Defined P (ZSEP)	0.0	$248k		9.3k	26.78	View chart
Series Portfolios Tr Adaptiv Select (ADPV)	0.0	$244k	NEW	5.7k	42.84	View chart
Valero Energy Corporation (VLO)	0.0	$243k		1.5k	162.77	View chart
Howmet Aerospace (HWM)	0.0	$241k	-6%	1.2k	205.02	View chart
Crown Castle Intl (CCI)	0.0	$240k	+3%	2.7k	88.87	View chart
Watsco, Incorporated (WSO)	0.0	$239k		709.00	336.95	View chart
Aptar (ATR)	0.0	$238k	+7%	1.9k	121.96	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$237k	+2%	1.1k	211.79	View chart
D.R. Horton (DHI)	0.0	$237k	-16%	1.6k	144.04	View chart
Equity Residential Sh Ben Int (EQR)	0.0	$235k		3.7k	63.04	View chart
Enbridge (ENB)	0.0	$232k	-6%	4.8k	47.83	View chart
Jfrog Ord Shs (FROG)	0.0	$231k	NEW	3.7k	62.46	View chart
Spdr Series Trust State Street Spd (XAR)	0.0	$229k	NEW	950.00	241.24	View chart
Cintas Corporation (CTAS)	0.0	$228k	-3%	1.2k	188.12	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$222k	+99%	1.9k	119.44	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.0	$220k	-7%	6.0k	36.86	View chart
Spotify Technology S A SHS (SPOT)	0.0	$220k	-5%	379.00	580.71	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$219k	-17%	12k	18.22	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$218k		3.1k	69.67	View chart
Northern Trust Corporation (NTRS)	0.0	$213k	-3%	1.6k	136.60	View chart
Marathon Petroleum Corp (MPC)	0.0	$212k		1.3k	162.64	View chart
Marsh & McLennan Companies	0.0	$211k	NEW	1.1k	185.53	View chart
American Water Works (AWK)	0.0	$211k	-2%	1.6k	130.50	View chart
Citizens Financial (CFG)	0.0	$209k	NEW	3.6k	58.41	View chart
Dollar General (DG)	0.0	$204k	NEW	1.5k	132.77	View chart
Zimmer Holdings (ZBH)	0.0	$204k	-50%	2.3k	89.94	View chart
Hp (HPQ)	0.0	$202k	-6%	9.1k	22.28	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$202k	NEW	2.0k	99.53	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	0.0	$201k	NEW	7.6k	26.37	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.0	$201k	NEW	7.7k	26.14	View chart
O'reilly Automotive (ORLY)	0.0	$201k		2.2k	91.21	View chart
Amphenol Corp Cl A (APH)	0.0	$200k	NEW	1.5k	135.15	View chart
Technipfmc (FTI)	0.0	$200k	NEW	4.5k	44.56	View chart
Stellantis SHS (STLA)	0.0	$169k		16k	10.89	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.0	$157k		13k	12.58	View chart
PIMCO Corporate Income Fund (PCN)	0.0	$155k		12k	12.76	View chart
Calcimedica Com New (CALC)	0.0	$133k		20k	6.59	View chart
BlackRock Credit All Inc Trust IV (BTZ)	0.0	$119k	-21%	11k	10.83	View chart
Butterfly Network Com Cl A (BFLY)	0.0	$61k		16k	3.80	View chart

Past Filings by Sound View Wealth Advisors Group

SEC 13F filings are viewable for Sound View Wealth Advisors Group going back to 2019

Sound View Wealth Advisors Group 2025 Q4 filed Jan. 8, 2026
Sound View Wealth Advisors Group 2025 Q3 filed Nov. 10, 2025
Sound View Wealth Advisors Group 2025 Q2 filed Aug. 7, 2025
Sound View Wealth Advisors Group 2025 Q1 filed May 8, 2025
Sound View Wealth Advisors Group 2024 Q4 filed Feb. 7, 2025
Sound View Wealth Advisors Group 2024 Q3 filed Nov. 12, 2024
Sound View Wealth Advisors Group 2024 Q2 filed Aug. 5, 2024
Sound View Wealth Advisors Group 2024 Q1 filed May 9, 2024
Sound View Wealth Advisors Group 2023 Q4 filed Feb. 8, 2024
Sound View Wealth Advisors Group 2023 Q3 filed Nov. 7, 2023
Sound View Wealth Advisors Group 2023 Q2 filed Aug. 8, 2023
Sound View Wealth Advisors Group 2023 Q1 filed May 12, 2023
Sound View Wealth Advisors Group 2022 Q4 filed Feb. 8, 2023
Sound View Wealth Advisors Group 2022 Q3 filed Nov. 8, 2022
Sound View Wealth Advisors Group 2022 Q2 filed Aug. 5, 2022
Sound View Wealth Advisors Group 2022 Q1 filed May 11, 2022

View all past filings

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