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)

#StockSharesValue% PortfolioType
101
GILDGILEAD SCIENCES INC
27,134$3.0B0.22%
102
VIGIVANGUARD WHITEHALL FDS
33,332$3.0B0.22%
103
MDTMEDTRONIC PLC
33,656$2.9B0.22%
104
FQIDIGITAL RLTY TR INC
16,811$2.9B0.22%
105
LOWLOWES COS INC
13,010$2.9B0.21%
106
IBMQISHARES TR
112,390$2.9B0.21%
107
ZGZILLOW GROUP INC
39,293$2.7B0.20%
108
TJXTJX COS INC NEW
21,620$2.7B0.20%
109
VOVANGUARD INDEX FDS
9,312$2.6B0.19%
110
DUKDUKE ENERGY CORP NEW
21,958$2.6B0.19%
111
WCNWASTE CONNECTIONS INC
13,738$2.6B0.19%
112
NFLXNETFLIX INC
1,891$2.5B0.19%
113
ISTBISHARES TR
50,322$2.4B0.18%
114
IGSBISHARES TR
45,627$2.4B0.18%
115
AEPAMERICAN ELEC PWR CO INC
23,072$2.4B0.18%
116
BACVERIZON COMMUNICATIONS INC
54,880$2.4B0.18%
117
WFCWELLS FARGO CO NEW
29,539$2.4B0.17%
118
COWZPACER FDS TR
42,272$2.3B0.17%
119
ITWILLINOIS TOOL WKS INC
8,965$2.2B0.16%
120
VOEVANGUARD INDEX FDS
13,298$2.2B0.16%
121
WELLWELLTOWER INC
14,218$2.2B0.16%
122
DNPDNP SELECT INCOME FD INC
221,829$2.2B0.16%
123
HCAHCA HEALTHCARE INC
5,647$2.2B0.16%
124
NOBLPROSHARES TR
21,412$2.2B0.16%
125
TMOTHERMO FISHER SCIENTIFIC INC
5,229$2.1B0.16%
126
LRCXLAM RESEARCH CORP
21,455$2.1B0.15%
127
XELXCEL ENERGY INC
30,666$2.1B0.15%
128
GISGENERAL MLS INC
39,888$2.1B0.15%
129
WMWASTE MGMT INC DEL
8,959$2.1B0.15%
130
MDLZMONDELEZ INTL INC
30,351$2.0B0.15%
131
DEDEERE & CO
3,995$2.0B0.15%
132
HONHONEYWELL INTL INC
8,659$2.0B0.15%
133
PFFISHARES TR
64,876$2.0B0.15%
134
IBMRISHARES TR
77,309$2.0B0.14%
135
PANWPALO ALTO NETWORKS INC
9,459$1.9B0.14%
136
PFEPFIZER INC
79,168$1.9B0.14%
137
STXSEAGATE TECHNOLOGY HLDNGS PL
12,967$1.9B0.14%
138
IAU*ISHARES GOLD TR
28,562$1.8B0.13%
139
VOOGVANGUARD ADMIRAL FDS INC
4,472$1.8B0.13%
140
LMTLOCKHEED MARTIN CORP
3,647$1.7B0.12%
141
VRTXVERTEX PHARMACEUTICALS INC
3,624$1.6B0.12%
142
CRMSALESFORCE INC
5,876$1.6B0.12%
143
SLVISHARES SILVER TR
48,622$1.6B0.12%
144
EQIXEQUINIX INC
1,992$1.6B0.12%
145
WDAYWORKDAY INC
6,537$1.6B0.12%
146
IWDISHARES TR
7,975$1.5B0.11%
147
BLKBLACKROCK INC
1,460$1.5B0.11%
148
DISDISNEY WALT CO
12,332$1.5B0.11%
149
PAYXPAYCHEX INC
10,496$1.5B0.11%
150
IVWISHARES TR
13,854$1.5B0.11%
151
ISRGINTUITIVE SURGICAL INC
2,773$1.5B0.11%
152
BRK-BBERKSHIRE HATHAWAY INC DEL
2$1.5B0.11%
153
CMCSACOMCAST CORP NEW
40,751$1.5B0.11%
154
BUFFINNOVATOR ETFS TRUST
30,370$1.4B0.11%
155
ZTSZOETIS INC
8,996$1.4B0.10%
156
MRVLMARVELL TECHNOLOGY INC
17,980$1.4B0.10%
157
IBKRINTERACTIVE BROKERS GROUP IN
24,503$1.4B0.10%
158
VCRVANGUARD WORLD FD
3,727$1.4B0.10%
159
NSCNORFOLK SOUTHN CORP
5,263$1.3B0.10%
160
AQLTISHARES TR
10,119$1.3B0.10%
161
NOWSERVICENOW INC
1,304$1.3B0.10%
162
VRTVERTIV HOLDINGS CO
10,350$1.3B0.10%
163
ETNEATON CORP PLC
3,667$1.3B0.10%
164
IEFISHARES TR
13,543$1.3B0.10%
165
IBITISHARES BITCOIN TRUST ETF
21,130$1.3B0.10%
166
MUMICRON TECHNOLOGY INC
10,444$1.3B0.10%
167
REGNREGENERON PHARMACEUTICALS
2,443$1.3B0.09%
168
TFCTRUIST FINL CORP
28,362$1.2B0.09%
169
BXBLACKSTONE INC
8,035$1.2B0.09%
170
NXPINXP SEMICONDUCTORS N V
5,252$1.1B0.08%
171
PEGPUBLIC SVC ENTERPRISE GRP IN
13,576$1.1B0.08%
172
TSMTAIWAN SEMICONDUCTOR MFG LTD
5,030$1.1B0.08%
173
CCCCCC INTELLIGENT SOLUTIONS HL
120,000$1.1B0.08%
174
TMFCRBB FD INC
17,388$1.1B0.08%
175
AMDADVANCED MICRO DEVICES INC
7,835$1.1B0.08%
176
UNHUNITEDHEALTH GROUP INC
3,555$1.1B0.08%
177
RACEFERRARI N V
2,227$1.1B0.08%
178
IWPISHARES TR
7,822$1.1B0.08%
179
GEGE AEROSPACE
4,200$1.1B0.08%
180
EFXEQUIFAX INC
4,167$1.1B0.08%
181
KLACKLA CORP
1,182$1.1B0.08%
182
FCXFREEPORT-MCMORAN INC
24,067$1.0B0.08%
183
GSGOLDMAN SACHS GROUP INC
1,464$1.0B0.08%
184
VWOVANGUARD INTL EQUITY INDEX F
20,837$1.0B0.08%
185
DEODIAGEO PLC
10,013$1.0B0.07%
186
APDAIR PRODS & CHEMS INC
3,547$1.0B0.07%
187
SHOPSHOPIFY INC
8,548$986.0M0.07%
188
USMVISHARES TR
10,373$973.7M0.07%
189
SMHVANECK ETF TRUST
3,483$971.4M0.07%
190
JAZZJAZZ PHARMACEUTICALS PLC
9,133$969.2M0.07%
191
IWSISHARES TR
7,253$958.4M0.07%
192
VEUVANGUARD INTL EQUITY INDEX F
14,051$944.5M0.07%
193
NOCNORTHROP GRUMMAN CORP
1,879$939.3M0.07%
194
DASHDOORDASH INC
3,753$925.2M0.07%
195
PRKPARK NATL CORP
5,393$902.0M0.07%
196
TAT&T INC
31,127$900.8M0.07%
197
AMATAPPLIED MATLS INC
4,901$897.3M0.07%
198
UNPUNION PAC CORP
3,879$892.5M0.07%
199
HDVISHARES TR
7,554$885.1M0.07%
200
VEAVANGUARD TAX-MANAGED FDS
15,518$884.7M0.07%
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