Sound View Wealth Advisors Group, LLC Top Holdings and 13F Report (2024)

About Sound View Wealth Advisors Group, LLC

Investment Activity

Sound View Wealth Advisors Group, LLC has $1.23 billion in total holdings as of September 30, 2024.
Sound View Wealth Advisors Group, LLC owns shares of 407 different stocks, but just 99 companies or ETFs make up 80% of its holdings.
Approximately 17.35% of the portfolio was purchased this quarter.
About 0.37% of the portfolio was sold this quarter.
This quarter, Sound View Wealth Advisors Group, LLC has purchased 358 new stocks and bought additional shares in 289 stocks.
Sound View Wealth Advisors Group, LLC sold shares of 41 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Apple: $71,944,599
iShares iBonds Dec 2025 Term Corporate ETF: $40,139,195
Microsoft: $37,428,039
iShares iBonds Dec 2026 Term Corporate ETF: $29,115,154
NVIDIA: $26,205,368

Largest New Holdings this Quarter

Byrna Technologies: $1,805,269 Holding
CCC Intelligent Solutions: $1,326,000 Holding
Ferrari: $1,037,533 Holding
BlackRock U.S. Carbon Transition Readiness ETF: $816,247 Holding
iShares USD Green Bond ETF: $534,399 Holding

Largest Purchases this Quarter

Apple: 80,313 shares (about $18.71M)
iShares iBonds Dec 2025 Term Corporate ETF: 539,795 shares (about $13.55M)
Broadcom: 45,308 shares (about $7.82M)
iShares iBonds Dec 2026 Term Corporate ETF: 255,214 shares (about $6.20M)
Vanguard Total Stock Market ETF: 21,113 shares (about $5.98M)

Largest Sales this Quarter

iShares ESG Aware MSCI USA ETF: 3,708 shares (about $467.92K)
Federated Hermes: 12,282 shares (about $451.61K)
United Parcel Service: 1,952 shares (about $266.12K)
iShares MSCI USA ESG Select ETF: 1,948 shares (about $234.50K)
CME Group: 1,006 shares (about $222.00K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$71,944,599	$18,712,935 ▲	35.2%	308,775	5.9%	Computer and Technology
IBDQ iShares iBonds Dec 2025 Term Corporate ETF	$40,139,195	$13,548,855 ▲	51.0%	1,599,171	3.3%	ETF
MSFT Microsoft	$37,428,039	$4,176,505 ▲	12.6%	86,981	3.1%	Computer and Technology
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$29,115,154	$6,201,703 ▲	27.1%	1,198,154	2.4%	ETF
NVDA NVIDIA	$26,205,368	$3,801,915 ▲	17.0%	215,789	2.1%	Computer and Technology
LLY Eli Lilly and Company	$24,420,091	$815,066 ▲	3.5%	27,564	2.0%	Medical
IBDP iShares iBonds Dec 2024 Term Corporate ETF	$23,952,528	$3,671,055 ▲	18.1%	950,120	2.0%	ETF
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$23,439,456	$4,804,253 ▲	25.8%	961,816	1.9%	ETF
BUFR FT Vest Laddered Buffer ETF	$23,082,033	$5,362,562 ▲	30.3%	772,233	1.9%	ETF
SCHX Schwab US Large-Cap ETF	$22,662,149	$1,429,395 ▲	6.7%	334,004	1.8%	ETF
VTI Vanguard Total Stock Market ETF	$20,761,539	$5,978,347 ▲	40.4%	73,321	1.7%	ETF
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$20,596,282	$4,123,020 ▲	25.0%	806,748	1.7%	ETF
VOO Vanguard S&P 500 ETF	$20,427,791	$3,315,367 ▲	19.4%	38,713	1.7%	ETF
VIG Vanguard Dividend Appreciation ETF	$18,163,975	$1,410,194 ▲	8.4%	91,709	1.5%	ETF
SCHD Schwab US Dividend Equity ETF	$16,865,578	$1,584,175 ▲	10.4%	199,522	1.4%	ETF
AMZN Amazon.com	$16,252,406	$2,976,800 ▲	22.4%	87,224	1.3%	Retail/Wholesale
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$15,903,043	$4,081,056 ▲	34.5%	676,437	1.3%	ETF
VGT Vanguard Information Technology ETF	$15,817,017	$2,212,904 ▲	16.3%	26,968	1.3%	ETF
PG Procter & Gamble	$15,483,386	$1,253,275 ▲	8.8%	89,396	1.3%	Consumer Staples
QQQ Invesco QQQ	$15,025,797	$3,142,698 ▲	26.4%	30,786	1.2%	Finance
IBDV iShares iBonds Dec 2030 Term Corporate ETF	$14,330,354	$3,369,418 ▲	30.7%	646,385	1.2%	ETF
SPHQ Invesco S&P 500 Quality ETF	$13,840,736	$1,962,939 ▲	16.5%	205,749	1.1%	ETF
IBDW iShares iBonds Dec 2031 Term Corporate ETF	$13,815,387	$3,138,926 ▲	29.4%	651,055	1.1%	ETF
HD Home Depot	$13,776,052	$1,217,632 ▲	9.7%	33,998	1.1%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$13,442,618	$1,607,606 ▲	13.6%	63,751	1.1%	Finance
JNJ Johnson & Johnson	$13,187,519	$557,813 ▲	4.4%	81,374	1.1%	Medical
TSLA Tesla	$11,384,089	$1,963,018 ▲	20.8%	43,512	0.9%	Auto/Tires/Trucks
ABBV AbbVie	$11,330,610	$661,953 ▲	6.2%	57,376	0.9%	Medical
DGRO iShares Core Dividend Growth ETF	$10,925,801	$987,305 ▲	9.9%	174,283	0.9%	ETF
GOOG Alphabet	$10,905,109	$1,100,944 ▲	11.2%	65,226	0.9%	Computer and Technology
DIA SPDR Dow Jones Industrial Average ETF Trust	$10,508,030	$1,069,208 ▲	11.3%	24,835	0.9%	Finance
SPY SPDR S&P 500 ETF Trust	$10,228,621	$1,740,248 ▲	20.5%	17,827	0.8%	Finance
IBTE iShares iBonds Dec 2024 Term Treasury ETF	$10,180,972	$1,284,289 ▲	14.4%	424,207	0.8%	Manufacturing
AMGN Amgen	$9,139,319	$978,891 ▲	12.0%	28,364	0.7%	Medical
BRK.B Berkshire Hathaway	$8,820,956	$778,766 ▲	9.7%	19,165	0.7%	Finance
MCD McDonald's	$8,706,317	$853,549 ▲	10.9%	28,591	0.7%	Retail/Wholesale
AVGO Broadcom	$8,600,952	$7,815,566 ▲	995.1%	49,861	0.7%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$8,479,649	$1,376,113 ▲	19.4%	22,590	0.7%	ETF
KO Coca-Cola	$8,392,398	$293,692 ▲	3.6%	116,788	0.7%	Consumer Staples
SO Southern	$8,289,561	$415,100 ▲	5.3%	91,922	0.7%	Utilities
XLK Technology Select Sector SPDR Fund	$8,289,480	$2,627,403 ▲	46.4%	36,718	0.7%	ETF
XOM Exxon Mobil	$7,856,985	$834,485 ▲	11.9%	67,028	0.6%	Oils/Energy
WMT Walmart	$7,767,065	$1,043,285 ▲	15.5%	96,187	0.6%	Retail/Wholesale
VYM Vanguard High Dividend Yield ETF	$7,759,786	$1,164,436 ▲	17.7%	60,529	0.6%	ETF
EPD Enterprise Products Partners	$7,285,127	$52,398 ▲	0.7%	250,262	0.6%	Oils/Energy
XLV Health Care Select Sector SPDR Fund	$6,894,712	$2,210,497 ▲	47.2%	44,765	0.6%	ETF
IBM International Business Machines	$6,807,420	$896,248 ▲	15.2%	30,792	0.6%	Computer and Technology
BND Vanguard Total Bond Market ETF	$6,692,688	$1,202 ▼	0.0%	89,105	0.5%	ETF
GOOGL Alphabet	$6,680,002	$968,739 ▲	17.0%	40,277	0.5%	Computer and Technology
V Visa	$6,451,401	$769,307 ▲	13.5%	23,464	0.5%	Business Services
CVX Chevron	$6,069,010	$531,499 ▲	9.6%	41,210	0.5%	Oils/Energy
MRK Merck & Co., Inc.	$5,860,820	$354,420 ▲	6.4%	51,610	0.5%	Medical
META Meta Platforms	$5,859,007	$1,290,871 ▲	28.3%	10,235	0.5%	Computer and Technology
IWR iShares Russell Mid-Cap ETF	$5,572,976	$691,807 ▲	14.2%	63,229	0.5%	ETF
PM Philip Morris International	$5,441,227	$2,948,419 ▲	118.3%	44,821	0.4%	Consumer Staples
COST Costco Wholesale	$5,414,003	$789,006 ▲	17.1%	6,107	0.4%	Retail/Wholesale
PEP PepsiCo	$5,324,362	$459,979 ▲	9.5%	31,311	0.4%	Consumer Staples
VTV Vanguard Value ETF	$5,118,218	$212,626 ▲	4.3%	29,319	0.4%	ETF
XLU Utilities Select Sector SPDR Fund	$4,979,524	$2,057,225 ▲	70.4%	61,643	0.4%	ETF
EMR Emerson Electric	$4,463,499	$103,464 ▲	2.4%	40,811	0.4%	Industrial Products
CAT Caterpillar	$4,462,025	$645,367 ▲	16.9%	11,408	0.4%	Industrial Products
VHT Vanguard Health Care ETF	$4,456,411	$627,318 ▲	16.4%	15,792	0.4%	ETF
XLP Consumer Staples Select Sector SPDR Fund	$4,417,972	$1,731,117 ▲	64.4%	53,229	0.4%	ETF
AXP American Express	$4,286,360	$843,441 ▲	24.5%	15,805	0.3%	Finance
UNH UnitedHealth Group	$4,267,009	$571,234 ▲	15.5%	7,298	0.3%	Medical
KMB Kimberly-Clark	$4,248,508	$137,586 ▲	3.3%	29,860	0.3%	Consumer Staples
IWB iShares Russell 1000 ETF	$4,166,397	$1,227,723 ▲	41.8%	13,252	0.3%	ETF
AFL Aflac	$4,032,772	$35,888 ▲	0.9%	36,071	0.3%	Finance
AGG iShares Core U.S. Aggregate Bond ETF	$4,007,781	$775,327 ▲	24.0%	39,575	0.3%	Finance
PFE Pfizer	$3,968,596	$424,810 ▲	12.0%	137,132	0.3%	Medical
NEE NextEra Energy	$3,912,744	$154,691 ▲	4.1%	46,288	0.3%	Utilities
GD General Dynamics	$3,899,405	$450,292 ▲	13.1%	12,903	0.3%	Aerospace
ORCL Oracle	$3,881,408	$383,404 ▲	11.0%	22,778	0.3%	Computer and Technology
LOW Lowe's Companies	$3,879,313	$2,179,219 ▲	128.2%	14,323	0.3%	Retail/Wholesale
QCOM QUALCOMM	$3,876,792	$235,349 ▲	6.5%	22,798	0.3%	Computer and Technology
FITB Fifth Third Bancorp	$3,875,397	$716,628 ▲	22.7%	90,462	0.3%	Finance
MO Altria Group	$3,754,140	$1,885,364 ▲	100.9%	73,553	0.3%	Consumer Staples
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF	$3,621,049	$139,127 ▲	4.0%	141,144	0.3%	ETF
VUG Vanguard Growth ETF	$3,603,191	$411,190 ▲	12.9%	9,385	0.3%	ETF
IBMN iShares iBonds Dec 2025 Term Muni Bond ETF	$3,587,210	$130,714 ▲	3.8%	134,554	0.3%	ETF
BMY Bristol-Myers Squibb	$3,442,122	$256,787 ▲	8.1%	66,527	0.3%	Medical
CRM Salesforce	$3,417,670	$705,377 ▲	26.0%	12,486	0.3%	Computer and Technology
IBMM iShares iBonds Dec 2024 Term Muni Bond ETF	$3,272,131	$92,472 ▲	2.9%	125,369	0.3%	ETF
WMB Williams Companies	$3,223,151	$682,465 ▲	26.9%	70,606	0.3%	Oils/Energy
IVV iShares Core S&P 500 ETF	$3,205,072	$1,239,687 ▲	63.1%	5,556	0.3%	ETF
CMCSA Comcast	$3,163,826	$442,804 ▲	16.3%	75,744	0.3%	Consumer Discretionary
TXN Texas Instruments	$3,137,278	$393,115 ▲	14.3%	15,187	0.3%	Computer and Technology
VZ Verizon Communications	$3,127,889	$146,990 ▲	4.9%	69,648	0.3%	Computer and Technology
ABT Abbott Laboratories	$3,105,987	$453,192 ▲	17.1%	27,243	0.3%	Medical
GLD SPDR Gold Shares	$3,075,438	$90,418 ▲	3.0%	12,653	0.3%	Finance
ZTS Zoetis	$3,062,979	$604,898 ▲	24.6%	15,677	0.3%	Medical
MDT Medtronic	$3,039,673	$207,699 ▲	7.3%	33,763	0.2%	Medical
VOE Vanguard Mid-Cap Value ETF	$3,011,019	$1,215,105 ▲	67.7%	17,958	0.2%	ETF
IWM iShares Russell 2000 ETF	$3,001,110	$601,724 ▲	25.1%	13,586	0.2%	Finance
KMI Kinder Morgan	$2,935,466	$365,390 ▲	14.2%	132,887	0.2%	Oils/Energy
RTX RTX	$2,933,390	$291,388 ▲	11.0%	24,211	0.2%	Aerospace
PGR Progressive	$2,911,650	$381,656 ▲	15.1%	11,474	0.2%	Finance
GIS General Mills	$2,842,205	$44,015 ▲	1.6%	38,486	0.2%	Consumer Staples
ISTB iShares Core 1-5 Year USD Bond ETF	$2,811,895	$103,250 ▲	3.8%	57,763	0.2%	Manufacturing
ADP Automatic Data Processing	$2,798,162	$37,634 ▲	1.4%	10,112	0.2%	Business Services

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Sound View Wealth Advisors Group, LLC Top Holdings and 13F Report (2024)

About Sound View Wealth Advisors Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Sound View Wealth Advisors Group, LLC Top Holdings and 13F Report (2024)

About Sound View Wealth Advisors Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSound View Wealth Advisors Group, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools