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 $1.35 billion in total holdings as of June 30, 2025.Sound View Wealth Advisors Group, LLC owns shares of 423 different stocks, but just 97 companies or ETFs make up 80% of its holdings.Approximately 7.93% of the portfolio was purchased this quarter.About 3.24% of the portfolio was sold this quarter.This quarter, Sound View Wealth Advisors Group, LLC has purchased 406 new stocks and bought additional shares in 195 stocks.Sound View Wealth Advisors Group, LLC sold shares of 162 stocks and completely divested from 12 stocks this quarter.Largest Holdings Apple $60,270,874Microsoft $46,816,202iShares iBonds Dec 2025 Term Corporate ETF $46,022,918iShares iBonds Dec 2026 Term Corporate ETF $41,487,123NVIDIA $37,664,782 Largest New Holdings this Quarter 46436E858 - iShares iBonds Dec 2026 Term Treasury ETF $5,532,367 Holding98954M101 - Zillow Group $2,691,178 Holding98138H101 - Workday $1,568,880 Holding45841N107 - Interactive Brokers Group $1,357,711 Holding25809K105 - DOORDASH INC $925,152 Holding Largest Purchases this Quarter Bristol Myers Squibb 250,624 shares (about $11.60M)iShares iBonds Dec 2026 Term Corporate ETF 301,106 shares (about $7.30M)iShares iBonds Dec 2026 Term Treasury ETF 241,272 shares (about $5.53M)Zillow Group 62,676 shares (about $4.39M)iShares iBonds Dec 2027 Term Corporate ETF 159,773 shares (about $3.88M) Largest Sales this Quarter iShares iBonds Dec 2025 Term Corporate ETF 254,672 shares (about $6.41M)iShares iBonds Dec 2025 Term Treasury ETF 210,142 shares (about $4.91M)Eli Lilly and Company 5,813 shares (about $4.53M)Canadian Pacific Kansas City 22,109 shares (about $1.75M)Principal Financial Group 17,486 shares (about $1.39M) 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$60,270,874$1,193,678 ▲2.0%293,7614.5%Computer and TechnologyMSFTMicrosoft$46,816,202$1,180,353 ▲2.6%94,1203.5%Computer and TechnologyIBDQiShares iBonds Dec 2025 Term Corporate ETF$46,022,918$6,412,641 ▼-12.2%1,827,7573.4%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$41,487,123$7,301,821 ▲21.4%1,710,8093.1%ETFNVDANVIDIA$37,664,782$1,079,703 ▲3.0%238,4002.8%Computer and TechnologyIBDSiShares iBonds Dec 2027 Term Corporate ETF$32,026,925$3,877,690 ▲13.8%1,319,6102.4%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$27,977,908$3,774,310 ▲15.6%1,100,6262.1%ETFBUFRFT Vest Laddered Buffer ETF$27,069,109$902,738 ▲3.4%851,2302.0%ETFVTIVanguard Total Stock Market ETF$23,506,219$1,933,600 ▲9.0%77,3411.7%ETFSCHXSchwab US Large-Cap ETF$23,401,949$33,409 ▲0.1%957,5271.7%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$22,036,344$2,970,398 ▲15.6%944,5501.6%ETFVOOVanguard S&P 500 ETF$21,923,564$147,687 ▼-0.7%38,5961.6%ETFAMZNAmazon.com$19,713,426$538,600 ▲2.8%89,8561.5%Retail/WholesaleIBDViShares iBonds Dec 2030 Term Corporate ETF$19,615,832$2,963,827 ▲17.8%892,4401.4%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$18,625,532$2,414,171 ▲14.9%885,2441.4%ETFJPMJPMorgan Chase & Co.$18,397,322$323,248 ▲1.8%63,4591.4%FinanceLLYEli Lilly and Company$18,228,357$4,531,365 ▼-19.9%23,3841.3%MedicalVIGVanguard Dividend Appreciation ETF$18,004,550$742,745 ▼-4.0%87,9691.3%ETFAVGOBroadcom$17,734,541$3,677,456 ▲26.2%64,3371.3%Computer and TechnologyVGTVanguard Information Technology ETF$17,068,400$214,242 ▼-1.2%25,7331.3%ETFQQQInvesco QQQ$16,631,915$111,983 ▼-0.7%30,1501.2%FinanceIBDXiShares iBonds Dec 2032 Term Corporate ETF$16,615,774$2,879,104 ▲21.0%657,1391.2%ETFSPHQInvesco S&P 500 Quality ETF$15,230,126$255,467 ▼-1.6%213,7261.1%ETFBMYBristol Myers Squibb$14,250,349$11,601,400 ▲438.0%307,8491.1%MedicalSCHDSchwab US Dividend Equity ETF$13,993,843$513,967 ▼-3.5%528,0701.0%ETFPGProcter & Gamble$13,786,449$278,651 ▲2.1%86,5331.0%Consumer StaplesHDHome Depot$13,115,059$8,066 ▼-0.1%35,7711.0%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$12,224,817$240,962 ▲2.0%19,7860.9%FinanceTSLATesla$11,186,769$1,029,541 ▼-8.4%35,2160.8%Auto/Tires/TrucksDIASPDR Dow Jones Industrial Average ETF Trust$11,118,293$82,841 ▲0.8%25,2320.8%FinanceGOOGAlphabet$11,103,474$387,949 ▼-3.4%62,5940.8%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$10,840,924$484,424 ▲4.7%42,8110.8%ETFJNJJohnson & Johnson$10,805,972$95,316 ▲0.9%70,7430.8%MedicalABBVAbbVie$10,197,109$15,221 ▲0.1%54,9350.8%MedicalDGROiShares Core Dividend Growth ETF$9,739,401$254,289 ▼-2.5%152,3210.7%ETFWMTWalmart$9,653,308$266,548 ▼-2.7%98,7250.7%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$9,489,836$82,794 ▲0.9%22,3510.7%ETFMETAMeta Platforms$9,373,226$1,398,714 ▲17.5%12,6990.7%Computer and TechnologyBRK.BBerkshire Hathaway$9,212,705$112,700 ▲1.2%18,9650.7%FinanceIBMInternational Business Machines$9,162,484$141,202 ▼-1.5%31,0820.7%Computer and TechnologySOSouthern$8,708,149$247,482 ▲2.9%94,8290.6%UtilitiesGOOGLAlphabet$8,578,457$1,091,031 ▲14.6%48,6780.6%Computer and TechnologyAMGNAmgen$8,282,643$135,415 ▲1.7%29,6650.6%MedicalVYMVanguard High Dividend Yield ETF$8,117,785$383,533 ▼-4.5%60,8940.6%ETFKOCocaCola$8,113,742$253,568 ▼-3.0%114,6820.6%Consumer StaplesEPDEnterprise Products Partners$7,626,725$58,919 ▼-0.8%245,9440.6%EnergyPMPhilip Morris International$7,578,621$71,941 ▲1.0%41,6110.6%Consumer StaplesXLVHealth Care Select Sector SPDR Fund$7,462,235$788,116 ▲11.8%55,3620.6%ETFVVisa$7,420,271$99,415 ▼-1.3%20,8990.5%Business ServicesXOMExxon Mobil$6,862,593$121,599 ▲1.8%63,6600.5%EnergyMCDMcDonald's$6,759,570$13,440 ▼-0.2%23,1360.5%Retail/WholesaleRTXRTX$6,296,967$856,991 ▲15.8%43,1240.5%AerospaceBNDVanguard Total Bond Market ETF$6,296,482$18,187 ▼-0.3%85,5150.5%ETFAFLAflac$6,200,254$13,394 ▲0.2%58,7920.5%FinanceXLUUtilities Select Sector SPDR Fund$5,893,223$337,418 ▲6.1%72,1680.4%ETFPEPPepsiCo$5,798,582$1,425,779 ▲32.6%43,9150.4%Consumer StaplesCOSTCostco Wholesale$5,588,278$235,609 ▼-4.0%5,6450.4%Retail/WholesaleIBTFiShares iBonds Dec 2025 Term Treasury ETF$5,555,720$4,908,927 ▼-46.9%237,8300.4%ManufacturingIBTGiShares iBonds Dec 2026 Term Treasury ETF$5,532,367$5,532,367 ▲New Holding241,2720.4%ManufacturingIWRiShares Russell Mid-Cap ETF$5,496,233$235,628 ▼-4.1%59,7610.4%ETFCVXChevron$5,340,462$267,052 ▲5.3%37,2960.4%EnergyEMREmerson Electric$5,320,000$121,730 ▼-2.2%39,9010.4%IndustrialsIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$5,268,629$1,236,387 ▲30.7%205,6210.4%ETFXLPConsumer Staples Select Sector SPDR Fund$5,139,598$352,869 ▲7.4%63,4750.4%ETFORCLOracle$5,123,247$2,842 ▲0.1%23,4330.4%Computer and TechnologyMRKMerck & Co., Inc.$4,994,163$722,895 ▲16.9%63,0890.4%MedicalIWBiShares Russell 1000 ETF$4,908,380$201,021 ▲4.3%14,4550.4%ETFGLDSPDR Gold Shares$4,883,377$305,745 ▲6.7%16,0200.4%FinanceVTVVanguard Value ETF$4,848,508$113,114 ▼-2.3%27,4330.4%ETFZZillow Group$4,673,456$4,390,454 ▲1,551.4%66,7160.3%Computer and TechnologyIBMNiShares iBonds Dec 2025 Term Muni Bond ETF$4,382,502$462,179 ▲11.8%163,7490.3%ETFFITBFifth Third Bancorp$4,332,467$643,026 ▲17.4%105,3360.3%FinanceAGGiShares Core U.S. Aggregate Bond ETF$4,307,105$255,542 ▲6.3%43,4180.3%FinancePGRProgressive$4,234,753$708,772 ▲20.1%15,8690.3%FinanceMOAltria Group$4,212,682$25,504 ▲0.6%71,8520.3%Consumer StaplesAXPAmerican Express$4,196,872$613,406 ▲17.1%13,1570.3%FinanceSCHFSchwab International Equity ETF$4,112,883$2,994,466 ▲267.7%186,1030.3%ETFCATCaterpillar$4,076,054$471,658 ▼-10.4%10,5000.3%IndustrialsVUGVanguard Growth ETF$4,072,354$71,022 ▼-1.7%9,2890.3%ETFGDGeneral Dynamics$4,010,858$48,415 ▲1.2%13,7520.3%AerospaceIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$3,925,808$836,424 ▲27.1%154,8640.3%ETFTXNTexas Instruments$3,803,336$615,792 ▲19.3%18,3190.3%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$3,747,163$861,847 ▲29.9%44,8870.3%ETFVHTVanguard Health Care ETF$3,746,462$12,417 ▲0.3%15,0860.3%ETFQCOMQUALCOMM$3,682,297$169,614 ▼-4.4%23,1210.3%Computer and TechnologyKMBKimberly-Clark$3,603,550$115,641 ▼-3.1%27,9520.3%Consumer StaplesSYKStryker$3,533,441$259,143 ▲7.9%8,9310.3%MedicalKMIKinder Morgan$3,503,630$15,112 ▼-0.4%119,1710.3%EnergyWRBW.R. Berkley$3,438,937$33,943 ▼-1.0%46,8070.3%FinanceNEENextEra Energy$3,426,959$52,759 ▲1.6%49,3660.3%UtilitiesBACBank of America$3,411,824$125,540 ▼-3.5%72,1010.3%FinanceABTAbbott Laboratories$3,410,064$25,026 ▲0.7%25,0720.3%MedicalIVViShares Core S&P 500 ETF$3,392,516$161,430 ▲5.0%5,4640.3%ETFEDConsolidated Edison$3,365,179$360,361 ▲12.0%33,5340.2%UtilitiesCSCOCisco Systems$3,226,694$162,625 ▲5.3%46,5080.2%Computer and TechnologyAZNAstraZeneca$3,181,916$156,881 ▲5.2%45,5340.2%MedicalBYRNByrna Technologies$3,153,929$1,544 ▲0.0%102,1350.2%Business ServicesWMBWilliams Companies$3,103,931$1,086,106 ▼-25.9%49,4180.2%EnergyIWMiShares Russell 2000 ETF$3,093,257$61,714 ▲2.0%14,3350.2%FinanceADPAutomatic Data Processing$3,037,234$236,551 ▼-7.2%9,8480.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. 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