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 $1.24 billion in total holdings as of December 31, 2024.Sound View Wealth Advisors Group, LLC owns shares of 415 different stocks, but just 96 companies or ETFs make up 80% of its holdings.Approximately 8.46% of the portfolio was purchased this quarter.About 5.28% of the portfolio was sold this quarter.This quarter, Sound View Wealth Advisors Group, LLC has purchased 407 new stocks and bought additional shares in 206 stocks.Sound View Wealth Advisors Group, LLC sold shares of 144 stocks and completely divested from 12 stocks this quarter.Largest Holdings Apple $77,362,054iShares iBonds Dec 2025 Term Corporate ETF $50,714,973Microsoft $38,068,958iShares iBonds Dec 2026 Term Corporate ETF $31,468,065NVIDIA $30,649,739 Largest New Holdings this Quarter iShares iBonds Dec 2032 Term Corporate ETF $7,350,223 HoldingBLACKROCK INC $1,505,671 HoldingLAM RESEARCH CORP $1,493,789 HoldingVertiv $1,218,354 HoldingSeagate Technology $1,190,733 Holding Largest Purchases this Quarter Schwab US Large-Cap ETF 642,074 shares (about $14.88M)Schwab US Dividend Equity ETF 433,044 shares (about $11.83M)iShares iBonds Dec 2025 Term Corporate ETF 425,379 shares (about $10.66M)iShares iBonds Dec 2032 Term Corporate ETF 299,033 shares (about $7.35M)iShares iBonds Dec 2025 Term Treasury ETF 269,156 shares (about $6.28M) Largest Sales this Quarter Salesforce 5,142 shares (about $1.72M)Intuit 2,692 shares (about $1.69M)Rockwell Automation 5,537 shares (about $1.58M)Magna International 32,723 shares (about $1.37M)McDonald's 4,361 shares (about $1.26M) 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$77,362,054$38,565 ▲0.0%308,9296.2%Computer and TechnologyIBDQiShares iBonds Dec 2025 Term Corporate ETF$50,714,973$10,655,743 ▲26.6%2,024,5504.1%ETFMSFTMicrosoft$38,068,958$1,406,543 ▲3.8%90,3183.1%Computer and TechnologyIBDRiShares iBonds Dec 2026 Term Corporate ETF$31,468,065$2,628,493 ▲9.1%1,307,3562.5%ETFNVDANVIDIA$30,649,739$1,671,377 ▲5.8%228,2352.5%Computer and TechnologyIBDSiShares iBonds Dec 2027 Term Corporate ETF$25,000,317$1,955,208 ▲8.5%1,043,4192.0%ETFBUFRFT Vest Laddered Buffer ETF$24,294,085$764,157 ▲3.2%797,3122.0%ETFLLYEli Lilly and Company$22,709,610$1,430,496 ▲6.7%29,4171.8%MedicalSCHXSchwab US Large-Cap ETF$22,625,477$14,883,268 ▲192.2%976,0781.8%ETFVTIVanguard Total Stock Market ETF$21,851,196$601,938 ▲2.8%75,3981.8%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$21,491,859$1,403,837 ▲7.0%863,1271.7%ETFVOOVanguard S&P 500 ETF$21,372,483$513,487 ▲2.5%39,6661.7%ETFAMZNAmazon.com$18,984,865$151,159 ▼-0.8%86,5351.5%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$18,221,179$261,824 ▲1.5%93,0461.5%ETFTSLATesla$17,963,276$391,322 ▲2.2%44,4811.4%Auto/Tires/TrucksSCHDSchwab US Dividend Equity ETF$17,281,716$11,830,771 ▲217.0%632,5661.4%ETFVGTVanguard Information Technology ETF$16,905,606$136,797 ▲0.8%27,1881.4%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$16,346,633$923,878 ▲6.0%716,9581.3%ETFQQQInvesco QQQ$15,806,744$67,994 ▲0.4%30,9191.3%FinancePGProcter & Gamble$15,172,673$185,421 ▲1.2%90,5021.2%Consumer StaplesJPMJPMorgan Chase & Co.$15,015,483$266,319 ▼-1.7%62,6401.2%FinanceIBDViShares iBonds Dec 2030 Term Corporate ETF$14,685,824$879,049 ▲6.4%687,5391.2%ETFSPHQInvesco S&P 500 Quality ETF$14,314,765$523,436 ▲3.8%213,5581.2%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$14,165,223$916,258 ▲6.9%696,0801.1%ETFHDHome Depot$13,796,489$571,434 ▲4.3%35,4671.1%Retail/WholesaleGOOGAlphabet$12,455,933$34,279 ▲0.3%65,4061.0%Computer and TechnologyAVGOBroadcom$12,192,023$632,229 ▲5.5%52,5881.0%Computer and TechnologyJNJJohnson & Johnson$11,961,631$193,356 ▲1.6%82,7111.0%MedicalDIASPDR Dow Jones Industrial Average ETF Trust$10,663,081$95,738 ▲0.9%25,0600.9%FinanceDGROiShares Core Dividend Growth ETF$10,562,431$128,078 ▼-1.2%172,1950.9%ETFSPYSPDR S&P 500 ETF Trust$10,462,092$14,066 ▲0.1%17,8510.8%FinanceABBVAbbVie$10,450,929$255,178 ▲2.5%58,8120.8%MedicalWMTWalmart$9,265,895$575,437 ▲6.6%102,5560.7%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$9,238,680$701,045 ▲8.2%39,7330.7%ETFIWFiShares Russell 1000 Growth ETF$8,920,434$151,398 ▼-1.7%22,2130.7%ETFBRK.BBerkshire Hathaway$8,649,561$37,623 ▼-0.4%19,0820.7%FinanceVYMVanguard High Dividend Yield ETF$8,356,063$633,225 ▲8.2%65,4920.7%ETFGOOGLAlphabet$8,084,938$460,563 ▲6.0%42,7100.7%Computer and TechnologyEPDEnterprise Products Partners$7,907,800$59,584 ▲0.8%252,1620.6%Oils/EnergySOSouthern$7,740,804$173,778 ▲2.3%94,0330.6%UtilitiesAMGNAmgen$7,694,982$302,086 ▲4.1%29,5230.6%MedicalKOCoca-Cola$7,495,781$224,571 ▲3.1%120,3950.6%Consumer StaplesXOMExxon Mobil$7,484,152$273,980 ▲3.8%69,5750.6%Oils/EnergyIBDXiShares iBonds Dec 2032 Term Corporate ETF$7,350,223$7,350,223 ▲New Holding299,0330.6%ETFMCDMcDonald's$7,024,022$1,264,208 ▼-15.3%24,2300.6%Retail/WholesaleIBMInternational Business Machines$7,001,420$232,362 ▲3.4%31,8490.6%Computer and TechnologyIBTFiShares iBonds Dec 2025 Term Treasury ETF$6,922,717$6,276,707 ▲971.6%296,8580.6%ManufacturingVVisa$6,649,089$766,388 ▼-10.3%21,0390.5%Business ServicesXLVHealth Care Select Sector SPDR Fund$6,616,431$458,108 ▲7.4%48,0950.5%ETFBNDVanguard Total Bond Market ETF$6,495,962$88,449 ▲1.4%90,3350.5%ETFMETAMeta Platforms$6,039,061$46,256 ▲0.8%10,3140.5%Computer and TechnologyCVXChevron$5,644,232$324,584 ▼-5.4%38,9690.5%Oils/EnergyIWRiShares Russell Mid-Cap ETF$5,613,345$23,868 ▲0.4%63,4990.5%ETFCOSTCostco Wholesale$5,486,065$109,960 ▼-2.0%5,9870.4%Retail/WholesalePMPhilip Morris International$5,313,435$80,755 ▼-1.5%44,1500.4%Consumer StaplesAFLAflac$5,245,628$1,514,459 ▲40.6%50,7120.4%FinanceMRKMerck & Co., Inc.$5,171,946$37,802 ▲0.7%51,9900.4%MedicalEMREmerson Electric$5,071,959$14,252 ▲0.3%40,9260.4%Industrial ProductsPEPPepsiCo$5,022,933$261,844 ▲5.5%33,0330.4%Consumer StaplesXLUUtilities Select Sector SPDR Fund$5,013,690$347,946 ▲7.5%66,2400.4%ETFVTVVanguard Value ETF$4,977,420$13,713 ▲0.3%29,4000.4%ETFXLPConsumer Staples Select Sector SPDR Fund$4,474,888$290,543 ▲6.9%56,9250.4%ETFIWBiShares Russell 1000 ETF$4,419,130$149,806 ▲3.5%13,7170.4%ETFCATCaterpillar$4,326,767$188,278 ▲4.5%11,9270.3%Industrial ProductsVUGVanguard Growth ETF$4,229,186$377,195 ▲9.8%10,3040.3%ETFRTXRTX$4,203,984$1,402,292 ▲50.1%36,3290.3%AerospaceKMBKimberly-Clark$4,008,348$95,527 ▲2.4%30,5890.3%Consumer StaplesMOAltria Group$3,872,491$26,406 ▲0.7%74,0580.3%Consumer StaplesVHTVanguard Health Care ETF$3,862,809$143,593 ▼-3.6%15,2260.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$3,812,765$22,093 ▼-0.6%39,3470.3%FinanceORCLOracle$3,781,033$14,664 ▼-0.4%22,6900.3%Computer and TechnologyFITBFifth Third Bancorp$3,707,761$116,989 ▼-3.1%87,6950.3%FinanceQCOMQUALCOMM$3,667,908$165,606 ▲4.7%23,8760.3%Computer and TechnologyIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$3,577,794$15,734 ▼-0.4%140,5260.3%ETFIBMNiShares iBonds Dec 2025 Term Muni Bond ETF$3,561,838$19,323 ▼-0.5%133,8280.3%ETFGLDSPDR Gold Shares$3,555,679$492,008 ▲16.1%14,6850.3%FinanceWMBWilliams Companies$3,547,007$274,171 ▼-7.2%65,5400.3%Oils/EnergyLOWLowe's Companies$3,517,118$17,769 ▼-0.5%14,2510.3%Retail/WholesaleAXPAmerican Express$3,484,978$1,205,882 ▼-25.7%11,7420.3%FinanceGDGeneral Dynamics$3,484,408$84,581 ▲2.5%13,2240.3%AerospaceKMIKinder Morgan$3,417,218$223,885 ▼-6.1%124,7160.3%Oils/EnergyNEENextEra Energy$3,375,574$57,208 ▲1.7%47,0860.3%UtilitiesBMYBristol-Myers Squibb$3,271,676$491,113 ▼-13.1%57,8440.3%MedicalIVViShares Core S&P 500 ETF$3,215,716$54,743 ▼-1.7%5,4630.3%ETFABTAbbott Laboratories$3,199,818$118,315 ▲3.8%28,2890.3%MedicalBACBank of America$3,126,155$41,533 ▲1.3%71,1300.3%FinanceADPAutomatic Data Processing$3,121,568$161,582 ▲5.5%10,6640.3%Business ServicesBYRNByrna Technologies$3,075,035$10,228 ▲0.3%106,7350.2%Business ServicesPGRProgressive$3,071,813$322,516 ▲11.7%12,8200.2%FinanceIWMiShares Russell 2000 ETF$3,065,273$63,413 ▲2.1%13,8730.2%FinancePFEPfizer$3,037,823$600,295 ▼-16.5%114,5050.2%MedicalDLRDigital Realty Trust$2,897,843$50,715 ▼-1.7%16,3420.2%FinanceSYKStryker$2,889,644$1,116,830 ▲63.0%8,0260.2%MedicalTXNTexas Instruments$2,865,938$18,189 ▲0.6%15,2840.2%Computer and TechnologyWRBW. R. Berkley$2,803,163$702 ▲0.0%47,9010.2%FinanceVOEVanguard Mid-Cap Value ETF$2,740,254$164,846 ▼-5.7%16,9390.2%ETFIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$2,720,757$11,916 ▼-0.4%108,2240.2%ETFAZNAstraZeneca$2,658,235$1,384,843 ▲108.8%40,5710.2%MedicalCSCOCisco Systems$2,655,830$110,763 ▲4.4%44,8620.2%Computer and TechnologyEDConsolidated Edison$2,618,881$289,014 ▲12.4%29,3500.2%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. 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