Sound View Wealth Advisors Group, LLC Q1 2025 Filing
Filed May 8, 2025
Portfolio Value
$1.2T
Holdings
406
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (406 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 287,943 | $64.0B | 5.25% | |
| 2 | IBDQISHARES TR | 2,082,429 | $52.4B | 4.30% | |
| 3 | MSFTMICROSOFT CORP | 91,747 | $34.4B | 2.83% | |
| 4 | IBDRISHARES TR | 1,409,703 | $34.1B | 2.80% | |
| 5 | IBDSISHARES TR | 1,159,837 | $28.0B | 2.30% | |
| 6 | NVDANVIDIA CORPORATION | 231,566 | $25.1B | 2.06% | |
| 7 | BUFRFIRST TR EXCHNG TRADED FD VI | 822,842 | $24.4B | 2.00% | |
| 8 | LLYELI LILLY & CO | 29,197 | $24.1B | 1.98% | |
| 9 | IBDTISHARES TR | 952,148 | $24.1B | 1.97% | |
| 10 | SCHXSCHWAB STRATEGIC TR | 956,160 | $21.1B | 1.73% | |
| 11 | VOOVANGUARD INDEX FDS | 38,856 | $20.0B | 1.64% | |
| 12 | VTIVANGUARD INDEX FDS | 70,979 | $19.5B | 1.60% | |
| 13 | IBDUISHARES TR | 817,229 | $18.9B | 1.55% | |
| 14 | VIGVANGUARD SPECIALIZED FUNDS | 91,598 | $17.8B | 1.46% | |
| 15 | AMZNAMAZON COM INC | 87,401 | $16.6B | 1.36% | |
| 16 | IBDVISHARES TR | 757,598 | $16.5B | 1.35% | |
| 17 | IBDWISHARES TR | 770,502 | $16.0B | 1.31% | |
| 18 | SCHDSCHWAB STRATEGIC TR | 547,465 | $15.3B | 1.26% | |
| 19 | JPMJPMORGAN CHASE & CO. | 62,344 | $15.3B | 1.25% | |
| 20 | PGPROCTER AND GAMBLE CO | 84,784 | $14.4B | 1.19% | |
| 21 | SPHQINVESCO EXCHANGE TRADED FD T | 217,311 | $14.4B | 1.18% | |
| 22 | NDQINVESCO QQQ TR | 30,353 | $14.2B | 1.17% | |
| 23 | VGTVANGUARD WORLD FD | 26,056 | $14.1B | 1.16% | |
| 24 | IBDXISHARES TR | 543,273 | $13.6B | 1.11% | |
| 25 | HDHOME DEPOT INC | 35,793 | $13.1B | 1.08% | |
| 26 | JNJJOHNSON & JOHNSON | 70,119 | $11.6B | 0.95% | |
| 27 | ABBVABBVIE INC | 54,853 | $11.5B | 0.94% | |
| 28 | SPYSPDR S&P 500 ETF TR | 19,396 | $10.8B | 0.89% | |
| 29 | DONSPDR DOW JONES INDL AVERAGE | 25,044 | $10.5B | 0.86% | |
| 30 | AQLTISHARES TR | 447,972 | $10.5B | 0.86% | |
| 31 | GOOGALPHABET INC | 64,781 | $10.1B | 0.83% | |
| 32 | BRK/BBERKSHIRE HATHAWAY INC DEL | 18,733 | $10.0B | 0.82% | |
| 33 | DGROISHARES TR | 156,298 | $9.7B | 0.79% | |
| 34 | TSLATESLA INC | 38,457 | $9.1B | 0.75% | |
| 35 | AMGNAMGEN INC | 29,180 | $9.1B | 0.75% | |
| 36 | WMTWALMART INC | 101,451 | $8.9B | 0.73% | |
| 37 | AVGOBROADCOM INC | 50,996 | $8.5B | 0.70% | |
| 38 | SOSOUTHERN CO | 92,134 | $8.5B | 0.70% | |
| 39 | KOCOCA COLA CO | 118,266 | $8.5B | 0.69% | |
| 40 | EPDENTERPRISE PRODS PARTNERS L | 247,844 | $8.5B | 0.69% | |
| 41 | XLKSELECT SECTOR SPDR TR | 40,898 | $8.4B | 0.69% | |
| 42 | VYMVANGUARD WHITEHALL FDS | 63,771 | $8.2B | 0.67% | |
| 43 | IWFISHARES TR | 22,156 | $8.0B | 0.66% | |
| 44 | IBMINTERNATIONAL BUSINESS MACHS | 31,561 | $7.8B | 0.64% | |
| 45 | XOMEXXON MOBIL CORP | 62,532 | $7.4B | 0.61% | |
| 46 | VVISA INC | 21,179 | $7.4B | 0.61% | |
| 47 | MCDMCDONALDS CORP | 23,182 | $7.2B | 0.59% | |
| 48 | XLVSELECT SECTOR SPDR TR | 49,515 | $7.2B | 0.59% | |
| 49 | GOOGLALPHABET INC | 42,487 | $6.6B | 0.54% | |
| 50 | 4I1PHILIP MORRIS INTL INC | 41,216 | $6.5B | 0.54% | |
| 51 | AFLAFLAC INC | 58,665 | $6.5B | 0.54% | |
| 52 | BNDVANGUARD BD INDEX FDS | 85,762 | $6.3B | 0.52% | |
| 53 | METAMETA PLATFORMS INC | 10,804 | $6.2B | 0.51% | |
| 54 | CVXCHEVRON CORP NEW | 35,431 | $5.9B | 0.49% | |
| 55 | COSTCOSTCO WHSL CORP NEW | 5,883 | $5.6B | 0.46% | |
| 56 | XLUSELECT SECTOR SPDR TR | 68,036 | $5.4B | 0.44% | |
| 57 | IWRISHARES TR | 62,323 | $5.3B | 0.44% | |
| 58 | PEPPEPSICO INC | 33,117 | $5.0B | 0.41% | |
| 59 | RTXRTX CORPORATION | 37,255 | $4.9B | 0.40% | |
| 60 | VTVVANGUARD INDEX FDS | 28,073 | $4.8B | 0.40% | |
| 61 | MRKMERCK & CO INC | 53,957 | $4.8B | 0.40% | |
| 62 | XLFISELECT SECTOR SPDR TR | 59,117 | $4.8B | 0.40% | |
| 63 | EMREMERSON ELEC CO | 40,814 | $4.5B | 0.37% | |
| 64 | GQ9SPDR GOLD TR | 15,017 | $4.3B | 0.36% | |
| 65 | MOALTRIA GROUP INC | 71,417 | $4.3B | 0.35% | |
| 66 | IWBISHARES TR | 13,863 | $4.3B | 0.35% | |
| 67 | KMBKIMBERLY-CLARK CORP | 28,849 | $4.1B | 0.34% | |
| 68 | AGGISHARES TR | 40,842 | $4.0B | 0.33% | |
| 69 | IBMOISHARES TR | 157,368 | $4.0B | 0.33% | |
| 70 | WMBWILLIAMS COS INC | 66,710 | $4.0B | 0.33% | |
| 71 | VHTVANGUARD WORLD FD | 15,036 | $4.0B | 0.33% | |
| 72 | IAUISHARES TR | 146,480 | $3.9B | 0.32% | |
| 73 | CATCATERPILLAR INC | 11,715 | $3.9B | 0.32% | |
| 74 | PGRPROGRESSIVE CORP | 13,213 | $3.7B | 0.31% | |
| 75 | QCOMQUALCOMM INC | 24,186 | $3.7B | 0.30% | |
| 76 | GDGENERAL DYNAMICS CORP | 13,586 | $3.7B | 0.30% | |
| 77 | FITBFIFTH THIRD BANCORP | 89,702 | $3.5B | 0.29% | |
| 78 | VUGVANGUARD INDEX FDS | 9,451 | $3.5B | 0.29% | |
| 79 | BMYBRISTOL-MYERS SQUIBB CO | 57,225 | $3.5B | 0.29% | |
| 80 | NEENEXTERA ENERGY INC | 48,606 | $3.4B | 0.28% | |
| 81 | KMIKINDER MORGAN INC DEL | 119,685 | $3.4B | 0.28% | |
| 82 | WRBBERKLEY W R CORP | 47,269 | $3.4B | 0.28% | |
| 83 | EDCONSOLIDATED EDISON INC | 29,943 | $3.3B | 0.27% | |
| 84 | ABTABBOTT LABS | 24,888 | $3.3B | 0.27% | |
| 85 | ORCLORACLE CORP | 23,420 | $3.3B | 0.27% | |
| 86 | ADPAUTOMATIC DATA PROCESSING IN | 10,615 | $3.2B | 0.27% | |
| 87 | AZNASTRAZENECA PLC | 43,289 | $3.2B | 0.26% | |
| 88 | BACBANK AMERICA CORP | 74,754 | $3.1B | 0.26% | |
| 89 | IBMPISHARES TR | 121,869 | $3.1B | 0.25% | |
| 90 | SYKSTRYKER CORPORATION | 8,276 | $3.1B | 0.25% | |
| 91 | LOWLOWES COS INC | 13,122 | $3.1B | 0.25% | |
| 92 | AXPAMERICAN EXPRESS CO | 11,234 | $3.0B | 0.25% | |
| 93 | MDTMEDTRONIC PLC | 33,091 | $3.0B | 0.24% | |
| 94 | IVVISHARES TR | 5,204 | $2.9B | 0.24% | |
| 95 | IWMISHARES TR | 14,049 | $2.8B | 0.23% | |
| 96 | TXNTEXAS INSTRS INC | 15,353 | $2.8B | 0.23% | |
| 97 | DUKDUKE ENERGY CORP NEW | 22,416 | $2.7B | 0.22% | |
| 98 | PFEPFIZER INC | 107,621 | $2.7B | 0.22% | |
| 99 | CSCOCISCO SYS INC | 44,164 | $2.7B | 0.22% | |
| 100 | AQLTISHARES TR | 34,563 | $2.6B | 0.21% |
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