SV

Sound View Wealth Advisors Group, LLC

13F
Sound View Wealth Advisors Group, LLC
Last update 2025-05-08 406 Stocks (17 new)
Value $1.22 Bil Turnover 4 %
Countries:
Top Holdings: AAPL(5.25%)IBDQ(4.30%)MSFT(2.83%)IBDR(2.80%)IBDS(2.30%)
Summary Stock Picks Current Portfolio
Sound View Wealth Advisors Gro... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
287,943
63,960.8
-6.79%
5.250
-0.42%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
iShares iBonds Dec 2025 Term Corporate ETF
2,082,429
52,373.1
+2.86%
4.300
+0.12%
1.700
+1.13%
+2.43%
2,963.2
 
MSFT
Microsoft Corp
91,747
34,440.9
+1.58%
2.830
+0.04%
0.000
+38.94%
+21.47%
3,790,969.0
Software
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
iShares iBonds Dec 2026 Term Corporate ETF
1,409,703
34,128.9
+7.83%
2.800
+0.20%
1.050
+1.31%
+2.72%
3,345.7
 
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
iShares iBonds Dec 2027 Term Corporate ETF
1,159,837
28,044.8
+11.16%
2.300
+0.23%
0.930
+1.52%
+3.24%
3,153.4
 
NVDA
NVIDIA Corp
231,566
25,097.2
+1.46%
2.060
+0.03%
0.000
+69.89%
+28.41%
4,204,658.7
Semiconductors
BUFR
FT Vest Laddered Buffer ETF
822,842
24,430.2
+3.20%
2.000
+0.06%
0.390
+13.05%
+5.51%
7,005.5
 
LLY
Eli Lilly and Co
29,197
24,114.3
-0.75%
1.980
-0.01%
0.000
-7.94%
+0.34%
692,791.6
Drug Manufacturers
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
iShares iBonds Dec 2028 Term Corporate ETF
952,148
24,051.3
+10.31%
1.970
+0.18%
0.860
+1.89%
+4.13%
2,848.6
 
SCHX
Schwab U.S. Large-Cap ETF
956,160
21,112.0
-2.04%
1.730
-0.04%
0.040
+19.93%
+7.89%
56,889.6
 

Sound View Wealth Advisors Group, LLC's Historical Top Holdings Breakdowns

Sound View Wealth Advisors Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IBDX
iShares iBonds Dec 2032 Term Corporate ETF
iShares iBonds Dec 2032 Term Corporate ETF
2025-03-31
Add
Add
+0.50%
●
24.21 ($24.74) 25.09
$25.10
1.46%
Add 81.68%
543,273
244,240
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.42%
●
209.68 ($231.67) 247.1
$211.18
-8.84%
Reduce -6.79%
287,943
-20,986
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
iShares iBonds Dec 2025 Term Treasury ETF
2025-03-31
Add
Add
+0.29%
●
23.29 ($23.34) 23.38
$23.34
-0.02%
Add 50.9%
447,972
151,114
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
iShares iBonds Dec 2027 Term Corporate ETF
2025-03-31
Add
Add
+0.23%
●
23.9 ($24.05) 24.18
$24.20
0.62%
Add 11.16%
1,159,837
116,418
TSLA
Tesla Inc
2025-03-31
Reduce
Reduce
-0.20%
●
222.15 ($333.26) 428.22
$329.65
-1.08%
Reduce -13.54%
38,457
-6,024
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
iShares iBonds Dec 2026 Term Corporate ETF
2025-03-31
Add
Add
+0.20%
●
24.05 ($24.13) 24.21
$24.21
0.33%
Add 7.83%
1,409,703
102,347
SCHD
Schwab US Dividend Equity ETF
2025-03-31
Reduce
Reduce
-0.19%
●
27.01 ($27.88) 28.54
$27.02
-3.08%
Reduce -13.45%
547,465
-85,101
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
iShares iBonds Dec 2029 Term Corporate ETF
2025-03-31
Add
Add
+0.19%
●
22.61 ($22.93) 23.14
$23.23
1.31%
Add 13.99%
817,229
100,271
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
iShares iBonds Dec 2028 Term Corporate ETF
2025-03-31
Add
Add
+0.18%
●
24.79 ($25.06) 25.26
$25.34
1.12%
Add 10.31%
952,148
89,021
JNJ
Johnson & Johnson
2025-03-31
Reduce
Reduce
-0.15%
●
142.06 ($156.47) 167.7
$163.70
4.62%
Reduce -15.22%
70,119
-12,592

Sound View Wealth Advisors Group, LLC Total Holding History ($B)

To

Sound View Wealth Advisors Group, LLC's Asset Allocation

To

Sound View Wealth Advisors Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Sound View Wealth Advisors Group, LLC's Hypothetical Growth since 2025-03-31

Sound View Wealth Advisors Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Sound View Wealth Advisors Group, LLC's Holdings Heat Map

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Sound View Wealth Advisors Group, LLC's Holdings Bubble Chart

Sound View Wealth Advisors Group, LLC News

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