Sound View Wealth Advisors Group, LLC Q3 2025 Filing
Filed November 10, 2025
Portfolio Value
$1.5T
Holdings
422
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (422 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 292,732 | $74.5B | 5.12% | |
| 2 | MSFTMICROSOFT CORP | 92,579 | $48.0B | 3.30% | |
| 3 | IBDRISHARES TR | 1,802,697 | $43.8B | 3.01% | |
| 4 | NVDANVIDIA CORPORATION | 232,593 | $43.2B | 2.97% | |
| 5 | IBDQISHARES TR | 1,644,079 | $41.4B | 2.85% | |
| 6 | IBDSISHARES TR | 1,460,296 | $35.5B | 2.44% | |
| 7 | IBDTISHARES TR | 1,205,249 | $30.8B | 2.11% | |
| 8 | BUFRFIRST TR EXCHNG TRADED FD VI | 868,694 | $29.0B | 2.00% | |
| 9 | SCHXSCHWAB STRATEGIC TR | 977,104 | $25.7B | 1.77% | |
| 10 | VTIVANGUARD INDEX FDS | 77,850 | $25.5B | 1.76% | |
| 11 | IBDUISHARES TR | 1,037,961 | $24.4B | 1.67% | |
| 12 | VOOVANGUARD INDEX FDS | 38,681 | $23.7B | 1.63% | |
| 13 | IBDVISHARES TR | 987,630 | $21.9B | 1.50% | |
| 14 | IBDWISHARES TR | 954,062 | $20.2B | 1.39% | |
| 15 | JPMJPMORGAN CHASE & CO. | 64,131 | $20.2B | 1.39% | |
| 16 | AMZNAMAZON COM INC | 89,685 | $19.7B | 1.35% | |
| 17 | AVGOBROADCOM INC | 58,407 | $19.3B | 1.32% | |
| 18 | VGTVANGUARD WORLD FD | 25,530 | $19.1B | 1.31% | |
| 19 | VIGVANGUARD SPECIALIZED FUNDS | 87,596 | $18.9B | 1.30% | |
| 20 | IBDXISHARES TR | 722,066 | $18.5B | 1.27% | |
| 21 | NDQINVESCO QQQ TR | 29,985 | $18.0B | 1.24% | |
| 22 | LLYELI LILLY & CO | 22,828 | $17.4B | 1.20% | |
| 23 | TSLATESLA INC | 35,078 | $15.6B | 1.07% | |
| 24 | GOOGALPHABET INC | 62,536 | $15.2B | 1.05% | |
| 25 | SPHQINVESCO EXCHANGE TRADED FD T | 198,587 | $14.6B | 1.00% | |
| 26 | HDHOME DEPOT INC | 35,263 | $14.3B | 0.98% | |
| 27 | SCHDSCHWAB STRATEGIC TR | 520,986 | $14.2B | 0.98% | |
| 28 | BMYBRISTOL-MYERS SQUIBB CO | 302,950 | $13.7B | 0.94% | |
| 29 | SPYSPDR S&P 500 ETF TR | 19,816 | $13.2B | 0.91% | |
| 30 | JNJJOHNSON & JOHNSON | 70,595 | $13.1B | 0.90% | |
| 31 | PGPROCTER AND GAMBLE CO | 83,614 | $12.8B | 0.88% | |
| 32 | XLKSELECT SECTOR SPDR TR | 44,079 | $12.4B | 0.85% | |
| 33 | ABBVABBVIE INC | 53,429 | $12.4B | 0.85% | |
| 34 | GOOGLALPHABET INC | 49,866 | $12.1B | 0.83% | |
| 35 | DONSPDR DOW JONES INDL AVERAGE | 24,713 | $11.5B | 0.79% | |
| 36 | IWFISHARES TR | 22,469 | $10.5B | 0.72% | |
| 37 | WMTWALMART INC | 99,451 | $10.2B | 0.70% | |
| 38 | DGROISHARES TR | 150,071 | $10.2B | 0.70% | |
| 39 | BRK/BBERKSHIRE HATHAWAY INC DEL | 18,995 | $9.5B | 0.66% | |
| 40 | METAMETA PLATFORMS INC | 12,746 | $9.4B | 0.64% | |
| 41 | CATHGLOBAL X FDS | 114,566 | $9.3B | 0.64% | |
| 42 | IBMINTERNATIONAL BUSINESS MACHS | 31,839 | $9.0B | 0.62% | |
| 43 | SOSOUTHERN CO | 91,383 | $8.7B | 0.60% | |
| 44 | VYMVANGUARD WHITEHALL FDS | 59,706 | $8.4B | 0.58% | |
| 45 | AMGNAMGEN INC | 29,327 | $8.3B | 0.57% | |
| 46 | EPDENTERPRISE PRODS PARTNERS L | 245,944 | $7.7B | 0.53% | |
| 47 | XOMEXXON MOBIL CORP | 66,504 | $7.5B | 0.52% | |
| 48 | KOCOCA COLA CO | 112,869 | $7.5B | 0.51% | |
| 49 | RTXRTX CORPORATION | 44,674 | $7.5B | 0.51% | |
| 50 | VVISA INC | 21,411 | $7.3B | 0.50% | |
| 51 | MCDMCDONALDS CORP | 22,555 | $6.9B | 0.47% | |
| 52 | IBTGISHARES TR | 291,746 | $6.7B | 0.46% | |
| 53 | AFLAFLAC INC | 59,578 | $6.7B | 0.46% | |
| 54 | ORCLORACLE CORP | 23,643 | $6.6B | 0.46% | |
| 55 | 4I1PHILIP MORRIS INTL INC | 40,396 | $6.6B | 0.45% | |
| 56 | SCHFSCHWAB STRATEGIC TR | 280,659 | $6.5B | 0.45% | |
| 57 | XLUSELECT SECTOR SPDR TR | 74,672 | $6.5B | 0.45% | |
| 58 | BNDVANGUARD BD INDEX FDS | 85,459 | $6.4B | 0.44% | |
| 59 | PEPPEPSICO INC | 42,074 | $5.9B | 0.41% | |
| 60 | CVXCHEVRON CORP NEW | 37,632 | $5.8B | 0.40% | |
| 61 | GQ9SPDR GOLD TR | 16,326 | $5.8B | 0.40% | |
| 62 | IWRISHARES TR | 59,398 | $5.7B | 0.39% | |
| 63 | MRKMERCK & CO INC | 63,782 | $5.4B | 0.37% | |
| 64 | IWBISHARES TR | 14,590 | $5.3B | 0.37% | |
| 65 | XLFISELECT SECTOR SPDR TR | 68,035 | $5.3B | 0.37% | |
| 66 | EMREMERSON ELEC CO | 39,901 | $5.2B | 0.36% | |
| 67 | COSTCOSTCO WHSL CORP NEW | 5,653 | $5.2B | 0.36% | |
| 68 | ZZILLOW GROUP INC | 66,696 | $5.1B | 0.35% | |
| 69 | VTVVANGUARD INDEX FDS | 27,267 | $5.1B | 0.35% | |
| 70 | CATCATERPILLAR INC | 10,412 | $5.0B | 0.34% | |
| 71 | FITBFIFTH THIRD BANCORP | 109,903 | $4.9B | 0.34% | |
| 72 | XLVSELECT SECTOR SPDR TR | 33,670 | $4.7B | 0.32% | |
| 73 | MOALTRIA GROUP INC | 69,929 | $4.6B | 0.32% | |
| 74 | GDGENERAL DYNAMICS CORP | 13,533 | $4.6B | 0.32% | |
| 75 | CGICCAPITAL GROUP INTERNATIONAL | 146,253 | $4.5B | 0.31% | |
| 76 | AQLTISHARES TR | 191,032 | $4.5B | 0.31% | |
| 77 | VUGVANGUARD INDEX FDS | 9,191 | $4.4B | 0.30% | |
| 78 | AGGISHARES TR | 43,360 | $4.3B | 0.30% | |
| 79 | IBMOISHARES TR | 168,784 | $4.3B | 0.30% | |
| 80 | AXPAMERICAN EXPRESS CO | 13,013 | $4.3B | 0.30% | |
| 81 | AQLTISHARES TR | 49,045 | $4.3B | 0.29% | |
| 82 | PGRPROGRESSIVE CORP | 16,697 | $4.1B | 0.28% | |
| 83 | IAUISHARES TR | 141,043 | $3.8B | 0.26% | |
| 84 | QCOMQUALCOMM INC | 22,671 | $3.8B | 0.26% | |
| 85 | VHTVANGUARD WORLD FD | 14,335 | $3.7B | 0.26% | |
| 86 | IBMPISHARES TR | 145,721 | $3.7B | 0.26% | |
| 87 | BACBANK AMERICA CORP | 71,868 | $3.7B | 0.25% | |
| 88 | IVVISHARES TR | 5,474 | $3.7B | 0.25% | |
| 89 | EDCONSOLIDATED EDISON INC | 35,725 | $3.6B | 0.25% | |
| 90 | AZNASTRAZENECA PLC | 46,791 | $3.6B | 0.25% | |
| 91 | WRBBERKLEY W R CORP | 46,766 | $3.6B | 0.25% | |
| 92 | NEENEXTERA ENERGY INC | 47,457 | $3.6B | 0.25% | |
| 93 | IWMISHARES TR | 14,547 | $3.5B | 0.24% | |
| 94 | TXNTEXAS INSTRS INC | 18,972 | $3.5B | 0.24% | |
| 95 | SYKSTRYKER CORPORATION | 9,384 | $3.5B | 0.24% | |
| 96 | TJXTJX COS INC NEW | 23,402 | $3.4B | 0.23% | |
| 97 | KMIKINDER MORGAN INC DEL | 118,927 | $3.4B | 0.23% | |
| 98 | KMBKIMBERLY-CLARK CORP | 26,556 | $3.3B | 0.23% | |
| 99 | GILDGILEAD SCIENCES INC | 29,562 | $3.3B | 0.23% | |
| 100 | ABTABBOTT LABS | 24,341 | $3.3B | 0.22% |
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