Sound View Wealth Advisors Group, LLC Q2 2025 Filing
Filed August 7, 2025
Portfolio Value
$1.4T
Holdings
423
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (423 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 293,761 | $60.3B | 4.45% | |
| 2 | MSFTMICROSOFT CORP | 94,120 | $46.8B | 3.46% | |
| 3 | IBDQISHARES TR | 1,827,757 | $46.0B | 3.40% | |
| 4 | IBDRISHARES TR | 1,710,809 | $41.5B | 3.07% | |
| 5 | NVDANVIDIA CORPORATION | 238,400 | $37.7B | 2.78% | |
| 6 | IBDSISHARES TR | 1,319,610 | $32.0B | 2.37% | |
| 7 | IBDTISHARES TR | 1,100,626 | $28.0B | 2.07% | |
| 8 | BUFRFIRST TR EXCHNG TRADED FD VI | 851,230 | $27.1B | 2.00% | |
| 9 | VTIVANGUARD INDEX FDS | 77,341 | $23.5B | 1.74% | |
| 10 | SCHXSCHWAB STRATEGIC TR | 957,527 | $23.4B | 1.73% | |
| 11 | IBDUISHARES TR | 944,550 | $22.0B | 1.63% | |
| 12 | VOOVANGUARD INDEX FDS | 38,596 | $21.9B | 1.62% | |
| 13 | AMZNAMAZON COM INC | 89,856 | $19.7B | 1.46% | |
| 14 | IBDVISHARES TR | 892,440 | $19.6B | 1.45% | |
| 15 | IBDWISHARES TR | 885,244 | $18.6B | 1.38% | |
| 16 | JPMJPMORGAN CHASE & CO. | 63,459 | $18.4B | 1.36% | |
| 17 | LLYELI LILLY & CO | 23,384 | $18.2B | 1.35% | |
| 18 | VIGVANGUARD SPECIALIZED FUNDS | 87,969 | $18.0B | 1.33% | |
| 19 | AVGOBROADCOM INC | 64,337 | $17.7B | 1.31% | |
| 20 | VGTVANGUARD WORLD FD | 25,733 | $17.1B | 1.26% | |
| 21 | NDQINVESCO QQQ TR | 30,150 | $16.6B | 1.23% | |
| 22 | IBDXISHARES TR | 657,139 | $16.6B | 1.23% | |
| 23 | SPHQINVESCO EXCHANGE TRADED FD T | 213,726 | $15.2B | 1.13% | |
| 24 | BMYBRISTOL-MYERS SQUIBB CO | 307,849 | $14.3B | 1.05% | |
| 25 | SCHDSCHWAB STRATEGIC TR | 528,070 | $14.0B | 1.03% | |
| 26 | PGPROCTER AND GAMBLE CO | 86,533 | $13.8B | 1.02% | |
| 27 | HDHOME DEPOT INC | 35,771 | $13.1B | 0.97% | |
| 28 | SPYSPDR S&P 500 ETF TR | 19,786 | $12.2B | 0.90% | |
| 29 | TSLATESLA INC | 35,216 | $11.2B | 0.83% | |
| 30 | DONSPDR DOW JONES INDL AVERAGE | 25,232 | $11.1B | 0.82% | |
| 31 | GOOGALPHABET INC | 62,594 | $11.1B | 0.82% | |
| 32 | XLKSELECT SECTOR SPDR TR | 42,811 | $10.8B | 0.80% | |
| 33 | JNJJOHNSON & JOHNSON | 70,743 | $10.8B | 0.80% | |
| 34 | ABBVABBVIE INC | 54,935 | $10.2B | 0.75% | |
| 35 | DGROISHARES TR | 152,321 | $9.7B | 0.72% | |
| 36 | WMTWALMART INC | 98,725 | $9.7B | 0.71% | |
| 37 | IWFISHARES TR | 22,351 | $9.5B | 0.70% | |
| 38 | METAMETA PLATFORMS INC | 12,699 | $9.4B | 0.69% | |
| 39 | BRK/BBERKSHIRE HATHAWAY INC DEL | 18,965 | $9.2B | 0.68% | |
| 40 | IBMINTERNATIONAL BUSINESS MACHS | 31,082 | $9.2B | 0.68% | |
| 41 | SOSOUTHERN CO | 94,829 | $8.7B | 0.64% | |
| 42 | GOOGLALPHABET INC | 48,678 | $8.6B | 0.63% | |
| 43 | AMGNAMGEN INC | 29,665 | $8.3B | 0.61% | |
| 44 | VYMVANGUARD WHITEHALL FDS | 60,894 | $8.1B | 0.60% | |
| 45 | KOCOCA COLA CO | 114,682 | $8.1B | 0.60% | |
| 46 | EPDENTERPRISE PRODS PARTNERS L | 245,944 | $7.6B | 0.56% | |
| 47 | 4I1PHILIP MORRIS INTL INC | 41,611 | $7.6B | 0.56% | |
| 48 | XLVSELECT SECTOR SPDR TR | 55,362 | $7.5B | 0.55% | |
| 49 | VVISA INC | 20,899 | $7.4B | 0.55% | |
| 50 | XOMEXXON MOBIL CORP | 63,660 | $6.9B | 0.51% | |
| 51 | MCDMCDONALDS CORP | 23,136 | $6.8B | 0.50% | |
| 52 | RTXRTX CORPORATION | 43,124 | $6.3B | 0.47% | |
| 53 | BNDVANGUARD BD INDEX FDS | 85,515 | $6.3B | 0.47% | |
| 54 | AFLAFLAC INC | 58,792 | $6.2B | 0.46% | |
| 55 | XLUSELECT SECTOR SPDR TR | 72,168 | $5.9B | 0.44% | |
| 56 | PEPPEPSICO INC | 43,915 | $5.8B | 0.43% | |
| 57 | COSTCOSTCO WHSL CORP NEW | 5,645 | $5.6B | 0.41% | |
| 58 | AQLTISHARES TR | 237,830 | $5.6B | 0.41% | |
| 59 | IBTGISHARES TR | 241,272 | $5.5B | 0.41% | |
| 60 | IWRISHARES TR | 59,761 | $5.5B | 0.41% | |
| 61 | CVXCHEVRON CORP NEW | 37,296 | $5.3B | 0.39% | |
| 62 | EMREMERSON ELEC CO | 39,901 | $5.3B | 0.39% | |
| 63 | IBMOISHARES TR | 205,621 | $5.3B | 0.39% | |
| 64 | XLFISELECT SECTOR SPDR TR | 63,475 | $5.1B | 0.38% | |
| 65 | ORCLORACLE CORP | 23,433 | $5.1B | 0.38% | |
| 66 | MRKMERCK & CO INC | 63,089 | $5.0B | 0.37% | |
| 67 | IWBISHARES TR | 14,455 | $4.9B | 0.36% | |
| 68 | GQ9SPDR GOLD TR | 16,020 | $4.9B | 0.36% | |
| 69 | VTVVANGUARD INDEX FDS | 27,433 | $4.8B | 0.36% | |
| 70 | ZZILLOW GROUP INC | 66,716 | $4.7B | 0.35% | |
| 71 | IAUISHARES TR | 163,749 | $4.4B | 0.32% | |
| 72 | FITBFIFTH THIRD BANCORP | 105,336 | $4.3B | 0.32% | |
| 73 | AGGISHARES TR | 43,418 | $4.3B | 0.32% | |
| 74 | PGRPROGRESSIVE CORP | 15,869 | $4.2B | 0.31% | |
| 75 | MOALTRIA GROUP INC | 71,852 | $4.2B | 0.31% | |
| 76 | AXPAMERICAN EXPRESS CO | 13,157 | $4.2B | 0.31% | |
| 77 | SCHFSCHWAB STRATEGIC TR | 186,103 | $4.1B | 0.30% | |
| 78 | CATCATERPILLAR INC | 10,500 | $4.1B | 0.30% | |
| 79 | VUGVANGUARD INDEX FDS | 9,289 | $4.1B | 0.30% | |
| 80 | GDGENERAL DYNAMICS CORP | 13,752 | $4.0B | 0.30% | |
| 81 | IBMPISHARES TR | 154,864 | $3.9B | 0.29% | |
| 82 | TXNTEXAS INSTRS INC | 18,319 | $3.8B | 0.28% | |
| 83 | AQLTISHARES TR | 44,887 | $3.7B | 0.28% | |
| 84 | VHTVANGUARD WORLD FD | 15,086 | $3.7B | 0.28% | |
| 85 | QCOMQUALCOMM INC | 23,121 | $3.7B | 0.27% | |
| 86 | KMBKIMBERLY-CLARK CORP | 27,952 | $3.6B | 0.27% | |
| 87 | SYKSTRYKER CORPORATION | 8,931 | $3.5B | 0.26% | |
| 88 | KMIKINDER MORGAN INC DEL | 119,171 | $3.5B | 0.26% | |
| 89 | WRBBERKLEY W R CORP | 46,807 | $3.4B | 0.25% | |
| 90 | NEENEXTERA ENERGY INC | 49,366 | $3.4B | 0.25% | |
| 91 | BACBANK AMERICA CORP | 72,101 | $3.4B | 0.25% | |
| 92 | ABTABBOTT LABS | 25,072 | $3.4B | 0.25% | |
| 93 | IVVISHARES TR | 5,464 | $3.4B | 0.25% | |
| 94 | EDCONSOLIDATED EDISON INC | 33,534 | $3.4B | 0.25% | |
| 95 | CSCOCISCO SYS INC | 46,508 | $3.2B | 0.24% | |
| 96 | AZNASTRAZENECA PLC | 45,534 | $3.2B | 0.24% | |
| 97 | BYRNBYRNA TECHNOLOGIES INC | 102,135 | $3.2B | 0.23% | |
| 98 | WMBWILLIAMS COS INC | 49,418 | $3.1B | 0.23% | |
| 99 | IWMISHARES TR | 14,335 | $3.1B | 0.23% | |
| 100 | ADPAUTOMATIC DATA PROCESSING IN | 9,848 | $3.0B | 0.22% |
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