Sound View Wealth Advisors Group, LLC Top Holdings and 13F Report (2024) About Sound View Wealth Advisors Group, LLCInvestment ActivitySound 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 $71,944,599iShares iBonds Dec 2025 Term Corporate ETF $40,139,195Microsoft $37,428,039iShares iBonds Dec 2026 Term Corporate ETF $29,115,154NVIDIA $26,205,368 Largest New Holdings this Quarter Byrna Technologies $1,805,269 HoldingCCC Intelligent Solutions $1,326,000 HoldingFerrari $1,037,533 HoldingBlackRock U.S. Carbon Transition Readiness ETF $816,247 HoldingiShares 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 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$71,944,599$18,712,935 ▲35.2%308,7755.9%Computer and TechnologyIBDQiShares iBonds Dec 2025 Term Corporate ETF$40,139,195$13,548,855 ▲51.0%1,599,1713.3%ETFMSFTMicrosoft$37,428,039$4,176,505 ▲12.6%86,9813.1%Computer and TechnologyIBDRiShares iBonds Dec 2026 Term Corporate ETF$29,115,154$6,201,703 ▲27.1%1,198,1542.4%ETFNVDANVIDIA$26,205,368$3,801,915 ▲17.0%215,7892.1%Computer and TechnologyLLYEli Lilly and Company$24,420,091$815,066 ▲3.5%27,5642.0%MedicalIBDPiShares iBonds Dec 2024 Term Corporate ETF$23,952,528$3,671,055 ▲18.1%950,1202.0%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$23,439,456$4,804,253 ▲25.8%961,8161.9%ETFBUFRFT Vest Laddered Buffer ETF$23,082,033$5,362,562 ▲30.3%772,2331.9%ETFSCHXSchwab US Large-Cap ETF$22,662,149$1,429,395 ▲6.7%334,0041.8%ETFVTIVanguard Total Stock Market ETF$20,761,539$5,978,347 ▲40.4%73,3211.7%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$20,596,282$4,123,020 ▲25.0%806,7481.7%ETFVOOVanguard S&P 500 ETF$20,427,791$3,315,367 ▲19.4%38,7131.7%ETFVIGVanguard Dividend Appreciation ETF$18,163,975$1,410,194 ▲8.4%91,7091.5%ETFSCHDSchwab US Dividend Equity ETF$16,865,578$1,584,175 ▲10.4%199,5221.4%ETFAMZNAmazon.com$16,252,406$2,976,800 ▲22.4%87,2241.3%Retail/WholesaleIBDUiShares iBonds Dec 2029 Term Corporate ETF$15,903,043$4,081,056 ▲34.5%676,4371.3%ETFVGTVanguard Information Technology ETF$15,817,017$2,212,904 ▲16.3%26,9681.3%ETFPGProcter & Gamble$15,483,386$1,253,275 ▲8.8%89,3961.3%Consumer StaplesQQQInvesco QQQ$15,025,797$3,142,698 ▲26.4%30,7861.2%FinanceIBDViShares iBonds Dec 2030 Term Corporate ETF$14,330,354$3,369,418 ▲30.7%646,3851.2%ETFSPHQInvesco S&P 500 Quality ETF$13,840,736$1,962,939 ▲16.5%205,7491.1%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$13,815,387$3,138,926 ▲29.4%651,0551.1%ETFHDHome Depot$13,776,052$1,217,632 ▲9.7%33,9981.1%Retail/WholesaleJPMJPMorgan Chase & Co.$13,442,618$1,607,606 ▲13.6%63,7511.1%FinanceJNJJohnson & Johnson$13,187,519$557,813 ▲4.4%81,3741.1%MedicalTSLATesla$11,384,089$1,963,018 ▲20.8%43,5120.9%Auto/Tires/TrucksABBVAbbVie$11,330,610$661,953 ▲6.2%57,3760.9%MedicalDGROiShares Core Dividend Growth ETF$10,925,801$987,305 ▲9.9%174,2830.9%ETFGOOGAlphabet$10,905,109$1,100,944 ▲11.2%65,2260.9%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$10,508,030$1,069,208 ▲11.3%24,8350.9%FinanceSPYSPDR S&P 500 ETF Trust$10,228,621$1,740,248 ▲20.5%17,8270.8%FinanceIBTEiShares iBonds Dec 2024 Term Treasury ETF$10,180,972$1,284,289 ▲14.4%424,2070.8%ManufacturingAMGNAmgen$9,139,319$978,891 ▲12.0%28,3640.7%MedicalBRK.BBerkshire Hathaway$8,820,956$778,766 ▲9.7%19,1650.7%FinanceMCDMcDonald's$8,706,317$853,549 ▲10.9%28,5910.7%Retail/WholesaleAVGOBroadcom$8,600,952$7,815,566 ▲995.1%49,8610.7%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$8,479,649$1,376,113 ▲19.4%22,5900.7%ETFKOCoca-Cola$8,392,398$293,692 ▲3.6%116,7880.7%Consumer StaplesSOSouthern$8,289,561$415,100 ▲5.3%91,9220.7%UtilitiesXLKTechnology Select Sector SPDR Fund$8,289,480$2,627,403 ▲46.4%36,7180.7%ETFXOMExxon Mobil$7,856,985$834,485 ▲11.9%67,0280.6%Oils/EnergyWMTWalmart$7,767,065$1,043,285 ▲15.5%96,1870.6%Retail/WholesaleVYMVanguard High Dividend Yield ETF$7,759,786$1,164,436 ▲17.7%60,5290.6%ETFEPDEnterprise Products Partners$7,285,127$52,398 ▲0.7%250,2620.6%Oils/EnergyXLVHealth Care Select Sector SPDR Fund$6,894,712$2,210,497 ▲47.2%44,7650.6%ETFIBMInternational Business Machines$6,807,420$896,248 ▲15.2%30,7920.6%Computer and TechnologyBNDVanguard Total Bond Market ETF$6,692,688$1,202 ▼0.0%89,1050.5%ETFGOOGLAlphabet$6,680,002$968,739 ▲17.0%40,2770.5%Computer and TechnologyVVisa$6,451,401$769,307 ▲13.5%23,4640.5%Business ServicesCVXChevron$6,069,010$531,499 ▲9.6%41,2100.5%Oils/EnergyMRKMerck & Co., Inc.$5,860,820$354,420 ▲6.4%51,6100.5%MedicalMETAMeta Platforms$5,859,007$1,290,871 ▲28.3%10,2350.5%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$5,572,976$691,807 ▲14.2%63,2290.5%ETFPMPhilip Morris International$5,441,227$2,948,419 ▲118.3%44,8210.4%Consumer StaplesCOSTCostco Wholesale$5,414,003$789,006 ▲17.1%6,1070.4%Retail/WholesalePEPPepsiCo$5,324,362$459,979 ▲9.5%31,3110.4%Consumer StaplesVTVVanguard Value ETF$5,118,218$212,626 ▲4.3%29,3190.4%ETFXLUUtilities Select Sector SPDR Fund$4,979,524$2,057,225 ▲70.4%61,6430.4%ETFEMREmerson Electric$4,463,499$103,464 ▲2.4%40,8110.4%Industrial ProductsCATCaterpillar$4,462,025$645,367 ▲16.9%11,4080.4%Industrial ProductsVHTVanguard Health Care ETF$4,456,411$627,318 ▲16.4%15,7920.4%ETFXLPConsumer Staples Select Sector SPDR Fund$4,417,972$1,731,117 ▲64.4%53,2290.4%ETFAXPAmerican Express$4,286,360$843,441 ▲24.5%15,8050.3%FinanceUNHUnitedHealth Group$4,267,009$571,234 ▲15.5%7,2980.3%MedicalKMBKimberly-Clark$4,248,508$137,586 ▲3.3%29,8600.3%Consumer StaplesIWBiShares Russell 1000 ETF$4,166,397$1,227,723 ▲41.8%13,2520.3%ETFAFLAflac$4,032,772$35,888 ▲0.9%36,0710.3%FinanceAGGiShares Core U.S. Aggregate Bond ETF$4,007,781$775,327 ▲24.0%39,5750.3%FinancePFEPfizer$3,968,596$424,810 ▲12.0%137,1320.3%MedicalNEENextEra Energy$3,912,744$154,691 ▲4.1%46,2880.3%UtilitiesGDGeneral Dynamics$3,899,405$450,292 ▲13.1%12,9030.3%AerospaceORCLOracle$3,881,408$383,404 ▲11.0%22,7780.3%Computer and TechnologyLOWLowe's Companies$3,879,313$2,179,219 ▲128.2%14,3230.3%Retail/WholesaleQCOMQUALCOMM$3,876,792$235,349 ▲6.5%22,7980.3%Computer and TechnologyFITBFifth Third Bancorp$3,875,397$716,628 ▲22.7%90,4620.3%FinanceMOAltria Group$3,754,140$1,885,364 ▲100.9%73,5530.3%Consumer StaplesIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$3,621,049$139,127 ▲4.0%141,1440.3%ETFVUGVanguard Growth ETF$3,603,191$411,190 ▲12.9%9,3850.3%ETFIBMNiShares iBonds Dec 2025 Term Muni Bond ETF$3,587,210$130,714 ▲3.8%134,5540.3%ETFBMYBristol-Myers Squibb$3,442,122$256,787 ▲8.1%66,5270.3%MedicalCRMSalesforce$3,417,670$705,377 ▲26.0%12,4860.3%Computer and TechnologyIBMMiShares iBonds Dec 2024 Term Muni Bond ETF$3,272,131$92,472 ▲2.9%125,3690.3%ETFWMBWilliams Companies$3,223,151$682,465 ▲26.9%70,6060.3%Oils/EnergyIVViShares Core S&P 500 ETF$3,205,072$1,239,687 ▲63.1%5,5560.3%ETFCMCSAComcast$3,163,826$442,804 ▲16.3%75,7440.3%Consumer DiscretionaryTXNTexas Instruments$3,137,278$393,115 ▲14.3%15,1870.3%Computer and TechnologyVZVerizon Communications$3,127,889$146,990 ▲4.9%69,6480.3%Computer and TechnologyABTAbbott Laboratories$3,105,987$453,192 ▲17.1%27,2430.3%MedicalGLDSPDR Gold Shares$3,075,438$90,418 ▲3.0%12,6530.3%FinanceZTSZoetis$3,062,979$604,898 ▲24.6%15,6770.3%MedicalMDTMedtronic$3,039,673$207,699 ▲7.3%33,7630.2%MedicalVOEVanguard Mid-Cap Value ETF$3,011,019$1,215,105 ▲67.7%17,9580.2%ETFIWMiShares Russell 2000 ETF$3,001,110$601,724 ▲25.1%13,5860.2%FinanceKMIKinder Morgan$2,935,466$365,390 ▲14.2%132,8870.2%Oils/EnergyRTXRTX$2,933,390$291,388 ▲11.0%24,2110.2%AerospacePGRProgressive$2,911,650$381,656 ▲15.1%11,4740.2%FinanceGISGeneral Mills$2,842,205$44,015 ▲1.6%38,4860.2%Consumer StaplesISTBiShares Core 1-5 Year USD Bond ETF$2,811,895$103,250 ▲3.8%57,7630.2%ManufacturingADPAutomatic Data Processing$2,798,162$37,634 ▲1.4%10,1120.2%Business ServicesShowing 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. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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