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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, IBDS, IBDR, IBDU, NVDA, and represent 16.89% of Sound View Wealth Advisors Group's stock portfolio.
Added to shares of these 10 stocks: IBDV (+$5.9M), AZN, CGIC, IBDU, IBDT, IBDS, IBDW, IBDX, IBDY, GLD.
Started 23 new stock positions in IGV, ANET, COTY, HBAN, DELL, TTE, CLX, PULS, LHX, ITA. SCCO, ESLT, PROP, SDIV, IGE, AZN, SNOW, ARCC, VDC, EWY, CEFA, PNFP, OXY.
Reduced shares in these 10 stocks: AstraZeneca, VTI, AAPL, SCHX, BMY, SCHD, CCC, IBDR, KO, WMT.
Sold out of its positions in APH, HACK, AstraZeneca, BPRE, CCC, DG, HPQ, HUM, IBDZ, MRSH. SPGI, XLY, CEF, SNV, SPOT, FROG, STLA.
Sound View Wealth Advisors Group was a net buyer of stock by $8.9M.
Sound View Wealth Advisors Group has $1.5B in assets under management (AUM), dropping by -1.39%.
Central Index Key (CIK): 0001784777

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Portfolio Holdings for Sound View Wealth Advisors Group

Sound View Wealth Advisors Group holds 422 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.7	$70M		275k	253.79	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	3.4	$50M	+3%	2.0M	24.24	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	3.3	$48M		2.0M	24.24	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	2.8	$41M	+9%	1.8M	23.26	View chart
NVIDIA Corporation (NVDA)	2.7	$40M		228k	174.40	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	2.7	$40M	+8%	1.6M	25.33	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	2.6	$38M	+18%	1.7M	21.89	View chart
Microsoft Corporation (MSFT)	2.4	$35M		94k	370.17	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	2.0	$30M		883k	33.77	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	1.7	$25M	+5%	1.2M	20.93	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.6	$24M	-4%	918k	25.64	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.6	$23M		39k	597.55	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	1.6	$23M	+5%	906k	25.27	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.5	$23M	-7%	70k	320.81	View chart
Eli Lilly & Co. (LLY)	1.4	$21M		22k	919.79	View chart
JPMorgan Chase & Co. (JPM)	1.3	$19M		65k	294.16	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.3	$19M		87k	215.06	View chart
Amazon (AMZN)	1.3	$19M		89k	208.27	View chart
Vanguard World Inf Tech Etf (VGT)	1.2	$18M		25k	697.71	View chart
Broadcom (AVGO)	1.2	$17M		55k	309.51	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$17M	-2%	58k	286.86	View chart
Johnson & Johnson (JNJ)	1.1	$17M		68k	244.44	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$16M		28k	577.18	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.1	$16M	-5%	521k	30.68	View chart
Bristol Myers Squibb (BMY)	1.0	$15M	-6%	245k	60.65	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.0	$15M		195k	75.19	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$14M		49k	287.56	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$13M		20k	650.35	View chart
Tesla Motors (TSLA)	0.9	$13M		35k	371.75	View chart
Wal-Mart Stores (WMT)	0.8	$12M	-3%	96k	124.28	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.8	$12M		89k	132.90	View chart
Home Depot (HD)	0.8	$12M		35k	328.89	View chart
Abbvie (ABBV)	0.8	$12M		53k	217.49	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.8	$12M		25k	463.19	View chart
Exxon Mobil Corporation (XOM)	0.8	$11M		67k	169.66	View chart
Procter & Gamble Company (PG)	0.8	$11M	-2%	79k	144.44	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.8	$11M		492k	22.91	View chart
Capital Group International SHS (CGIC)	0.7	$11M	+63%	331k	33.11	View chart
Amgen (AMGN)	0.7	$10M		29k	351.85	View chart
Ishares Tr Core Div Grwth (DGRO)	0.7	$9.9M	-3%	141k	70.18	View chart
Enterprise Products Partners (EPD)	0.6	$9.1M		242k	37.84	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$9.1M		21k	426.40	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$9.0M		19k	479.20	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$9.0M		61k	148.10	View chart
Southern Company (SO)	0.6	$8.7M		90k	96.52	View chart
Global X Fds S&p 500 Catholic (CATH)	0.6	$8.6M	-3%	110k	78.15	View chart
Raytheon Technologies Corp (RTX)	0.6	$8.5M		44k	192.90	View chart
Coca-Cola Company (KO)	0.5	$8.0M	-6%	105k	76.05	View chart
Merck & Co (MRK)	0.5	$7.8M		65k	120.29	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$7.7M	+2%	311k	24.75	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$7.6M	+7%	18k	430.29	View chart
International Business Machines (IBM)	0.5	$7.5M		31k	242.39	View chart
Chevron Corporation (CVX)	0.5	$7.4M	+5%	36k	206.90	View chart
Meta Platforms Cl A (META)	0.5	$7.2M		13k	572.11	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.5	$7.1M		154k	45.89	View chart
Caterpillar (CAT)	0.5	$7.0M		9.9k	708.46	View chart
McDonald's Corporation (MCD)	0.5	$6.9M		22k	310.79	View chart
Philip Morris International (PM)	0.5	$6.7M		41k	165.34	View chart
AFLAC Incorporated (AFL)	0.4	$6.5M		60k	109.71	View chart
Pepsi (PEP)	0.4	$6.5M		42k	155.29	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$6.3M		86k	73.64	View chart
Visa Com Cl A (V)	0.4	$6.3M	-3%	21k	302.23	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.4	$5.8M	+5%	228k	25.63	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.4	$5.8M		71k	81.98	View chart
Costco Wholesale Corporation (COST)	0.4	$5.8M		5.8k	996.48	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$5.5M		57k	97.23	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$5.3M		27k	196.20	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$5.3M		15k	356.57	View chart
Fifth Third Ban (FITB)	0.4	$5.2M		113k	46.46	View chart
Emerson Electric (EMR)	0.4	$5.2M		39k	131.02	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.3	$5.0M	+8%	198k	25.44	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.3	$4.6M	-4%	31k	146.61	View chart
Altria (MO)	0.3	$4.6M		69k	65.99	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$4.6M	+3%	46k	99.27	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$4.6M	+2%	50k	90.53	View chart
Astrazeneca Ord (AZN)	0.3	$4.5M	NEW	23k	197.22	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.3	$4.4M	-6%	11k	391.75	View chart
General Dynamics Corporation (GD)	0.3	$4.4M	-2%	13k	343.22	View chart
Lam Research Corp Com New (LRCX)	0.3	$4.3M		20k	213.66	View chart
Kinder Morgan (KMI)	0.3	$4.3M		127k	33.53	View chart
Nextera Energy (NEE)	0.3	$4.2M	-2%	46k	92.88	View chart
Consolidated Edison (ED)	0.3	$4.2M		37k	113.18	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.3	$4.1M	+10%	161k	25.53	View chart
Gilead Sciences (GILD)	0.3	$4.0M	-2%	29k	139.37	View chart
Texas Instruments Incorporated (TXN)	0.3	$4.0M		20k	194.14	View chart
American Express Company (AXP)	0.3	$3.9M		13k	302.48	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$3.9M		8.9k	436.80	View chart
TJX Companies (TJX)	0.3	$3.8M		24k	159.70	View chart
Vanguard World Health Car Etf (VHT)	0.2	$3.6M	-2%	13k	272.33	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$3.6M		15k	248.00	View chart
Cisco Systems (CSCO)	0.2	$3.5M	-4%	46k	77.59	View chart
Williams Companies (WMB)	0.2	$3.5M		49k	72.78	View chart
Progressive Corporation (PGR)	0.2	$3.5M	+5%	18k	198.24	View chart
Bank of America Corporation (BAC)	0.2	$3.4M		70k	48.75	View chart
Oracle Corporation (ORCL)	0.2	$3.4M	-2%	23k	147.11	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$3.4M	-8%	50k	68.14	View chart
Stryker Corporation (SYK)	0.2	$3.2M		9.9k	328.60	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$3.2M		37k	88.46	View chart
Digital Realty Trust (DLR)	0.2	$3.2M		18k	180.21	View chart
Welltower Inc Com reit (WELL)	0.2	$3.2M		16k	197.71	View chart
W.R. Berkley Corporation (WRB)	0.2	$3.1M		47k	66.28	View chart
Medtronic SHS (MDT)	0.2	$3.0M		35k	86.65	View chart
American Electric Power Company (AEP)	0.2	$2.9M		22k	131.08	View chart
Qualcomm (QCOM)	0.2	$2.9M		22k	128.78	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$2.9M	-9%	4.4k	653.22	View chart
Duke Energy Corp Com New (DUK)	0.2	$2.9M		22k	130.94	View chart
Micron Technology (MU)	0.2	$2.8M	-6%	8.4k	337.84	View chart
Wells Fargo & Company (WFC)	0.2	$2.8M	+3%	35k	79.61	View chart
Lowe's Companies (LOW)	0.2	$2.8M	-7%	12k	236.28	View chart
Xcel Energy (XEL)	0.2	$2.8M		35k	79.44	View chart
Waste Connections (WCN)	0.2	$2.7M	+2%	16k	162.44	View chart
Hca Holdings (HCA)	0.2	$2.6M	-2%	5.5k	473.26	View chart
Zillow Group Cl C Cap Stk (Z)	0.2	$2.6M	-5%	63k	41.38	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$2.6M	+3%	9.0k	287.18	View chart
Thermo Fisher Scientific (TMO)	0.2	$2.5M	+2%	5.1k	491.51	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$2.5M		28k	88.16	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$2.4M		46k	52.56	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$2.3M	-7%	9.4k	250.58	View chart
Illinois Tool Works (ITW)	0.2	$2.3M		8.9k	260.29	View chart
Abbott Laboratories (ABT)	0.2	$2.3M	-6%	22k	102.67	View chart
Verizon Communications (VZ)	0.2	$2.3M		46k	50.20	View chart
Deere & Company (DE)	0.2	$2.2M		4.0k	563.30	View chart
DNP Select Income Fund (DNP)	0.2	$2.2M		217k	10.30	View chart
Kimberly-Clark Corporation (KMB)	0.1	$2.2M	-8%	23k	96.47	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$2.2M	-4%	12k	184.27	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$2.1M		20k	106.01	View chart
Lockheed Martin Corporation (LMT)	0.1	$2.1M		3.5k	604.34	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$2.0M	+2%	4.9k	407.70	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	0.1	$2.0M	+4%	77k	25.35	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.1	$1.9M		29k	67.07	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$1.9M	-7%	39k	48.46	View chart
Palo Alto Networks (PANW)	0.1	$1.9M	+13%	12k	160.32	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$1.9M		2.4k	772.58	View chart
Equinix (EQIX)	0.1	$1.9M	+37%	1.9k	980.34	View chart
Automatic Data Processing (ADP)	0.1	$1.9M	-5%	9.2k	203.17	View chart
Waste Management (WM)	0.1	$1.8M		8.0k	229.80	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$1.7M		3.9k	446.51	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.7M		8.0k	213.66	View chart
Applied Materials (AMAT)	0.1	$1.7M		5.0k	341.82	View chart
Jazz Pharmaceuticals Shs Usd (JAZZ)	0.1	$1.7M		8.9k	189.05	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.7M	-5%	55k	30.32	View chart
Zillow Group Cl A (ZG)	0.1	$1.6M		39k	41.39	View chart
Advanced Micro Devices (AMD)	0.1	$1.6M		8.0k	203.43	View chart
Marvell Technology (MRVL)	0.1	$1.6M	+2%	16k	99.05	View chart
Honeywell International (HON)	0.1	$1.6M		7.0k	226.03	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$1.6M	-5%	27k	57.64	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$1.6M	+22%	21k	75.74	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$1.6M		14k	113.11	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.5M		10k	151.42	View chart
Pfizer (PFE)	0.1	$1.5M	-8%	53k	28.08	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$1.4M		2.00	718140.00	View chart
Netflix (NFLX)	0.1	$1.4M	-12%	15k	96.15	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$1.4M		27k	52.85	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.1	$1.4M	-4%	28k	49.41	View chart
Intel Corporation (INTC)	0.1	$1.4M	+9%	31k	44.13	View chart
Norfolk Southern (NSC)	0.1	$1.4M		4.8k	286.99	View chart
General Mills (GIS)	0.1	$1.4M		36k	37.22	View chart
Goldman Sachs (GS)	0.1	$1.3M		1.6k	845.99	View chart
Northrop Grumman Corporation (NOC)	0.1	$1.3M	+2%	1.9k	682.13	View chart
Blackrock (BLK)	0.1	$1.3M		1.3k	962.04	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$1.3M	-10%	3.8k	337.95	View chart
Freeport Mcmoran CL B (FCX)	0.1	$1.3M		22k	58.78	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$1.3M	-2%	13k	95.44	View chart
UnitedHealth (UNH)	0.1	$1.3M	-3%	4.7k	270.59	View chart
Eaton Corp SHS (ETN)	0.1	$1.3M		3.5k	357.67	View chart
Workday Cl A (WDAY)	0.1	$1.3M	+18%	9.6k	129.92	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$1.2M	+11%	11k	110.78	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$1.2M		3.4k	359.05	View chart
RBB Motley Fol Etf (TMFC)	0.1	$1.2M		18k	65.97	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.2M		22k	54.05	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$1.2M	+17%	9.9k	118.62	View chart
Nxp Semiconductors N V (NXPI)	0.1	$1.2M		6.0k	196.85	View chart
Walt Disney Company (DIS)	0.1	$1.2M	+4%	12k	96.38	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$1.2M		3.0k	383.40	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.1M	-6%	2.5k	460.99	View chart
Ge Aerospace Com New (GE)	0.1	$1.1M		4.0k	283.80	View chart
Zoetis Cl A (ZTS)	0.1	$1.1M		9.5k	118.21	View chart
Comfort Systems USA (FIX)	0.1	$1.1M		808.00	1378.99	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.1M	+10%	17k	64.08	View chart
CSX Corporation (CSX)	0.1	$1.1M		26k	41.05	View chart
Kla Corp Com New (KLAC)	0.1	$1.1M	-7%	731.00	1471.42	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$1.1M	-27%	17k	62.56	View chart
salesforce (CRM)	0.1	$1.1M	-4%	5.7k	186.68	View chart
Public Service Enterprise (PEG)	0.1	$1.1M		13k	80.95	View chart
Ishares Tr Ibonds Dec 2030 (IBMS)	0.1	$1.1M	+6%	41k	25.83	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$1.1M		7.3k	145.74	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$1.0M	-5%	24k	43.11	View chart
Paychex (PAYX)	0.1	$1.0M	+10%	11k	92.12	View chart
Equifax (EFX)	0.1	$1.0M	-2%	5.6k	180.07	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.0M	+6%	8.1k	124.32	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$970k		19k	50.80	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.1	$962k	+384%	37k	25.85	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$957k		5.7k	168.86	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$954k		10k	92.74	View chart
Morgan Stanley Com New (MS)	0.1	$952k	-3%	5.8k	164.57	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$950k		7.4k	128.12	View chart
Byrna Technologies Com New (BYRN)	0.1	$941k		103k	9.18	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$930k	-4%	704.00	1320.83	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$924k	+4%	8.0k	114.98	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$921k		26k	35.44	View chart
Union Pacific Corporation (UNP)	0.1	$918k	-4%	3.8k	242.62	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$918k	+4%	24k	38.42	View chart
Wec Energy Group (WEC)	0.1	$900k	-2%	7.8k	115.77	View chart
Citigroup Com New (C)	0.1	$898k		7.9k	113.40	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$893k		46k	19.30	View chart
Park National Corporation (PRK)	0.1	$882k		5.4k	163.45	View chart
Ge Vernova (GEV)	0.1	$878k	-2%	1.0k	872.90	View chart
Hershey Company (HSY)	0.1	$848k	-4%	4.1k	207.90	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$843k		14k	61.26	View chart
ConocoPhillips (COP)	0.1	$843k		6.4k	132.00	View chart
3M Company (MMM)	0.1	$839k		5.8k	145.24	View chart
Corning Incorporated (GLW)	0.1	$834k	-2%	6.1k	135.97	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$832k		17k	48.46	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$828k	-10%	11k	75.10	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$819k		9.9k	82.57	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$807k	+3%	5.9k	135.72	View chart
Comcast Corp Cl A (CMCSA)	0.1	$789k	-14%	28k	28.71	View chart
Colgate-Palmolive Company (CL)	0.1	$786k	-8%	9.2k	85.23	View chart
Air Products & Chemicals (APD)	0.1	$782k	-14%	2.7k	290.54	View chart
Mastercard Incorporated Cl A (MA)	0.1	$769k		1.5k	499.62	View chart
SLB Com Stk (SLB)	0.1	$767k	-4%	15k	51.39	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$753k	-6%	7.1k	106.15	View chart
Blackrock Etf Trust Ishares Us Carbo (LCTU)	0.1	$753k		11k	70.14	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$746k		11k	67.53	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$745k		2.4k	313.76	View chart
Doordash Cl A (DASH)	0.0	$731k	+4%	4.9k	150.15	View chart
Moody's Corporation (MCO)	0.0	$726k	-3%	1.7k	436.25	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$726k		7.5k	97.14	View chart
Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA)	0.0	$725k		15k	48.15	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$724k		6.1k	118.51	View chart
Cme (CME)	0.0	$721k	+10%	2.4k	295.40	View chart
Simon Property (SPG)	0.0	$714k	+3%	3.8k	186.52	View chart
Neurocrine Biosciences (NBIX)	0.0	$713k	+3%	5.4k	131.74	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.0	$711k		6.2k	114.32	View chart
PNC Financial Services (PNC)	0.0	$710k		3.4k	208.09	View chart
Servicenow (NOW)	0.0	$703k	-2%	6.7k	104.55	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.0	$703k	+4%	18k	39.48	View chart
Danaher Corporation (DHR)	0.0	$698k	-8%	3.7k	189.60	View chart
Linde SHS (LIN)	0.0	$688k		1.4k	495.76	View chart
At&t (T)	0.0	$688k		24k	28.99	View chart
Marriott Intl Cl A (MAR)	0.0	$681k		2.1k	327.07	View chart
Truist Financial Corp equities (TFC)	0.0	$678k		15k	45.97	View chart
Curtiss-Wright (CW)	0.0	$678k		996.00	681.12	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$677k		9.5k	70.91	View chart
Ferrari Nv Ord (RACE)	0.0	$666k	-10%	2.0k	338.45	View chart
Federal Signal Corporation (FSS)	0.0	$663k		6.1k	108.14	View chart
Chubb (CB)	0.0	$659k		2.0k	325.95	View chart
Travelers Companies (TRV)	0.0	$647k		2.2k	291.68	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$639k		3.1k	208.05	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$636k		3.4k	189.60	View chart
Global Payments (GPN)	0.0	$629k		9.3k	67.30	View chart
Us Bancorp Com New (USB)	0.0	$618k	+2%	12k	52.01	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$617k	+5%	2.6k	239.97	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.0	$606k		13k	47.47	View chart
Capital One Financial (COF)	0.0	$604k	+27%	3.3k	182.43	View chart
Aon Shs Cl A (AON)	0.0	$602k	-3%	1.9k	322.78	View chart
FedEx Corporation (FDX)	0.0	$593k	+13%	1.7k	356.15	View chart
U.S. Lime & Minerals (USLM)	0.0	$588k		4.5k	130.61	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$566k		6.1k	92.69	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$546k	-3%	1.4k	390.41	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.0	$540k		14k	39.28	View chart
Carrier Global Corporation (CARR)	0.0	$539k	-5%	9.6k	56.31	View chart
PPL Corporation (PPL)	0.0	$538k	-6%	14k	38.20	View chart
Woodward Governor Company (WWD)	0.0	$536k		1.5k	357.92	View chart
British Amern Tob Sponsored Adr (BTI)	0.0	$534k	+11%	9.1k	58.47	View chart
Realty Income (O)	0.0	$520k	+5%	8.5k	61.18	View chart
Target Corporation (TGT)	0.0	$508k	-6%	4.2k	121.19	View chart
Canadian Pacific Kansas City (CP)	0.0	$504k	-4%	6.4k	78.66	View chart
Cummins (CMI)	0.0	$501k	-5%	931.00	538.30	View chart
Vanguard World Energy Etf (VDE)	0.0	$488k	+19%	2.8k	173.06	View chart
Hasbro (HAS)	0.0	$487k		5.2k	93.60	View chart
TPG Com Cl A (TPG)	0.0	$479k		12k	40.51	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.0	$477k		10k	47.55	View chart
Global X Fds Defense Tech Etf (SHLD)	0.0	$475k	+28%	6.7k	70.84	View chart
Targa Res Corp (TRGP)	0.0	$467k		1.9k	250.73	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$466k		3.5k	132.10	View chart
Phillips 66 (PSX)	0.0	$463k	-5%	2.5k	182.18	View chart
Diageo Spon Adr New (DEO)	0.0	$461k	-15%	6.2k	74.44	View chart
Lincoln National Corporation (LNC)	0.0	$457k	+5%	13k	35.50	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$455k	+17%	5.9k	77.11	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$454k	-4%	4.7k	96.70	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.0	$453k		20k	22.21	View chart
Darden Restaurants (DRI)	0.0	$453k		2.3k	196.04	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$452k		8.2k	55.20	View chart
Oneok (OKE)	0.0	$446k	-17%	4.9k	90.39	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$445k	-7%	9.0k	49.37	View chart
AutoZone (AZO)	0.0	$443k	-2%	131.00	3377.78	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.0	$441k		10k	43.06	View chart
Datadog Cl A Com (DDOG)	0.0	$433k	+44%	3.7k	118.05	View chart
Novartis Sponsored Adr (NVS)	0.0	$432k		2.8k	152.75	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.0	$432k	-3%	11k	39.80	View chart
Republic Services (RSG)	0.0	$430k		2.0k	219.02	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$430k	+12%	2.2k	198.29	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$429k		10k	42.72	View chart
BioMarin Pharmaceutical (BMRN)	0.0	$425k	+2%	7.5k	56.49	View chart
Agnico (AEM)	0.0	$424k		2.1k	202.98	View chart
Bank of New York Mellon Corporation (BK)	0.0	$424k		3.6k	118.63	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.0	$416k	NEW	8.4k	49.50	View chart
Krystal Biotech (KRYS)	0.0	$412k		1.6k	258.32	View chart
Proshares Tr S&p Tech Dividen (TDV)	0.0	$409k		4.8k	84.71	View chart
Tractor Supply Company (TSCO)	0.0	$409k		9.0k	45.30	View chart
McKesson Corporation (MCK)	0.0	$404k	+15%	467.00	865.36	View chart
Sun Life Financial (SLF)	0.0	$403k		6.4k	62.56	View chart
Teradyne (TER)	0.0	$401k		1.4k	296.44	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.0	$388k		5.2k	74.72	View chart
Intercontinental Exchange (ICE)	0.0	$386k	-7%	2.5k	157.28	View chart
Siriusxm Holdings Common Stock (SIRI)	0.0	$385k		17k	23.08	View chart
MetLife (MET)	0.0	$383k	-4%	5.4k	70.72	View chart
Allstate Corporation (ALL)	0.0	$377k	-2%	1.8k	207.34	View chart
Cardinal Health (CAH)	0.0	$374k	-17%	1.8k	211.31	View chart
Edwards Lifesciences (EW)	0.0	$374k		4.7k	80.08	View chart
Ishares Msci Sth Kor Etf (EWY)	0.0	$373k	NEW	3.0k	123.01	View chart
Becton, Dickinson and (BDX)	0.0	$372k	-6%	2.4k	157.22	View chart
Valero Energy Corporation (VLO)	0.0	$369k		1.5k	247.06	View chart
Charles Schwab Corporation (SCHW)	0.0	$367k	+10%	3.9k	93.99	View chart
Carnival Corp Common Stock (CCL)	0.0	$363k		14k	25.88	View chart
Ford Motor Company (F)	0.0	$361k	-14%	31k	11.54	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$361k		1.2k	302.25	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$357k	-19%	3.2k	110.86	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$354k		2.5k	142.42	View chart
Yum! Brands (YUM)	0.0	$352k		2.3k	155.48	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$350k		3.5k	99.97	View chart
Cigna Corp (CI)	0.0	$348k		1.3k	266.75	View chart
Smucker J M Com New (SJM)	0.0	$345k	+11%	3.6k	96.44	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.0	$344k		4.9k	69.71	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.0	$343k	+35%	3.3k	103.37	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$340k	-11%	4.3k	79.27	View chart
SYSCO Corporation (SYY)	0.0	$340k	-10%	4.8k	71.33	View chart
Palantir Technologies Cl A (PLTR)	0.0	$338k		2.3k	146.28	View chart
Unilever Spon Adr New (UL)	0.0	$334k	-13%	5.9k	56.97	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$328k		3.5k	93.31	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$325k		2.7k	121.19	View chart
Vulcan Materials Company (VMC)	0.0	$323k		1.2k	272.30	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$321k		2.3k	141.44	View chart
M&T Bank Corporation (MTB)	0.0	$317k		1.5k	206.72	View chart
Marathon Petroleum Corp (MPC)	0.0	$317k		1.3k	244.18	View chart
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV)	0.0	$315k	+11%	5.7k	55.66	View chart
Innovator Etfs Trust International Dv (IOCT)	0.0	$306k		8.7k	35.05	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$306k		5.7k	53.35	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$297k		2.6k	112.27	View chart
Technipfmc (FTI)	0.0	$297k	-4%	4.3k	69.13	View chart
CRH Ord (CRH)	0.0	$295k	-8%	2.8k	105.12	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$294k		6.9k	42.50	View chart
Anthem (ELV)	0.0	$293k		1.0k	292.64	View chart
Genuine Parts Company (GPC)	0.0	$292k	-7%	2.8k	105.75	View chart
Principal Financial (PFG)	0.0	$292k	-16%	3.2k	90.11	View chart
Constellation Energy (CEG)	0.0	$291k	-23%	1.0k	279.27	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$289k	NEW	3.6k	80.05	View chart
Howmet Aerospace (HWM)	0.0	$288k	+6%	1.2k	230.46	View chart
Msa Safety Inc equity (MSA)	0.0	$286k		1.7k	163.95	View chart
Sempra Energy (SRE)	0.0	$283k		2.9k	97.17	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$283k	NEW	1.3k	218.76	View chart
American Tower Reit (AMT)	0.0	$279k		1.6k	172.55	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$279k	-14%	4.0k	69.76	View chart
Southern Copper Corporation (SCCO)	0.0	$276k	NEW	1.6k	172.06	View chart
Alliant Energy Corporation (LNT)	0.0	$276k		3.8k	71.75	View chart
Series Portfolios Tr Adaptiv Select (ADPV)	0.0	$272k	+13%	6.5k	42.17	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$272k	NEW	17k	15.65	View chart
Huntington Ingalls Inds (HII)	0.0	$272k	-39%	715.00	379.89	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$271k	-35%	1.0k	261.85	View chart
Federated Hermes CL B (FHI)	0.0	$270k	-15%	4.8k	56.71	View chart
Spdr Series Trust State Street Spd (XAR)	0.0	$267k	+10%	1.1k	253.98	View chart
Uber Technologies (UBER)	0.0	$264k	-6%	3.7k	71.93	View chart
Analog Devices (ADI)	0.0	$263k	-10%	828.00	317.96	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$262k		1.4k	191.94	View chart
Albemarle Corporation (ALB)	0.0	$261k	-25%	1.5k	179.53	View chart
Intuit (INTU)	0.0	$260k	-20%	601.00	432.38	View chart
Watsco, Incorporated (WSO)	0.0	$258k		709.00	363.79	View chart
Elbit Sys Ord (ESLT)	0.0	$255k	NEW	300.00	849.09	View chart
Boeing Company (BA)	0.0	$253k	+6%	1.3k	199.04	View chart
Broadridge Financial Solutions (BR)	0.0	$251k		1.5k	162.48	View chart
Enbridge (ENB)	0.0	$251k	-4%	4.6k	54.14	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.0	$248k		5.8k	42.54	View chart
Innovator Etfs Trust Equity Defined P (ZSEP)	0.0	$247k		9.3k	26.72	View chart
Global X Fds S&p Ex Us Etf (CEFA)	0.0	$246k	NEW	6.7k	36.89	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$244k		1.1k	217.25	View chart
Dt Midstream Common Stock (DTM)	0.0	$241k	-18%	1.8k	134.67	View chart
Otis Worldwide Corp (OTIS)	0.0	$241k	-24%	3.1k	77.08	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.0	$239k	-17%	4.2k	56.37	View chart
United Parcel Svcs CL B (UPS)	0.0	$238k	-3%	2.4k	98.39	View chart
Iqvia Holdings (IQV)	0.0	$238k	-4%	1.4k	170.54	View chart
Occidental Petroleum Corporation (OXY)	0.0	$237k	NEW	3.7k	65.00	View chart
Ishares Tr North Amern Nat (IGE)	0.0	$236k	NEW	3.8k	62.94	View chart
Booking Holdings (BKNG)	0.0	$232k		55.00	4210.40	View chart
Pinnacle Finl Partners (PNFP)	0.0	$231k	NEW	2.7k	86.14	View chart
Argenx Se Sponsored Adr (ARGX)	0.0	$230k	+5%	315.00	730.25	View chart
Nike CL B (NKE)	0.0	$228k	-30%	4.3k	52.82	View chart
Main Street Capital Corporation (MAIN)	0.0	$228k	-13%	4.3k	52.95	View chart
Aptar (ATR)	0.0	$227k	-7%	1.8k	126.02	View chart
CVS Caremark Corporation (CVS)	0.0	$227k	-2%	3.2k	71.81	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$227k		3.2k	71.13	View chart
Dell Technologies CL C (DELL)	0.0	$224k	NEW	1.4k	164.13	View chart
Global X Fds Superdividend (SDIV)	0.0	$222k	NEW	8.8k	25.26	View chart
Applovin Corp Com Cl A (APP)	0.0	$222k	+28%	557.00	398.00	View chart
Equity Residential Sh Ben Int (EQR)	0.0	$220k		3.7k	59.15	View chart
Totalenergies Se Act (TTE)	0.0	$220k	NEW	2.4k	90.98	View chart
American Water Works (AWK)	0.0	$219k		1.6k	136.09	View chart
Citizens Financial (CFG)	0.0	$218k		3.6k	59.97	View chart
Northern Trust Corporation (NTRS)	0.0	$216k		1.5k	139.57	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$214k		12k	17.75	View chart
Arista Networks Com Shs (ANET)	0.0	$214k	NEW	1.7k	122.78	View chart
Cadence Design Systems (CDNS)	0.0	$214k	-29%	769.00	277.87	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.0	$212k		6.0k	35.41	View chart
L3harris Technologies (LHX)	0.0	$210k	NEW	609.00	345.31	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$207k	NEW	921.00	224.63	View chart
Zimmer Holdings (ZBH)	0.0	$207k		2.3k	90.42	View chart
Acuity Brands (AYI)	0.0	$207k		737.00	280.22	View chart
Snowflake Com Shs (SNOW)	0.0	$204k	NEW	1.4k	150.82	View chart
Cintas Corporation (CTAS)	0.0	$204k		1.2k	169.07	View chart
Crown Castle Intl (CCI)	0.0	$203k	-7%	2.5k	81.32	View chart
Clorox Company (CLX)	0.0	$203k	NEW	2.0k	103.64	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$202k		2.0k	100.19	View chart
O'reilly Automotive (ORLY)	0.0	$202k		2.2k	92.31	View chart
D.R. Horton (DHI)	0.0	$201k	-10%	1.5k	137.23	View chart
Ares Capital Corporation (ARCC)	0.0	$193k	NEW	11k	18.02	View chart
Nuveen Mun Cr Income Com Sh Ben Int (NZF)	0.0	$152k		13k	12.18	View chart
PIMCO Corporate Income Fund (PCN)	0.0	$144k		12k	11.90	View chart
Prairie Oper (PROP)	0.0	$114k	NEW	56k	2.03	View chart
BlackRock Credit All Inc Trust IV (BTZ)	0.0	$105k	-5%	10k	10.10	View chart
Butterfly Network Com Cl A (BFLY)	0.0	$65k		16k	4.04	View chart
Coty Com Cl A (COTY)	0.0	$49k	NEW	24k	2.01	View chart
Calcimedica Com New (CALC)	0.0	$5.4k	-50%	10k	0.54	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 2026 Q1 filed May 6, 2026
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

View all past filings

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