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 | Value |
|---|---|
AAPLAPPLE INC | $74.5M |
MSFTMICROSOFT CORP | $48.0M |
IBDRISHARES TR | $43.8M |
NVDANVIDIA CORPORATION | $43.2M |
IBDQISHARES TR | $41.4M |
IBDSISHARES TR | $35.5M |
IBDTISHARES TR | $30.8M |
BUFRFIRST TR EXCHNG TRADED FD VI | $29.0M |
SCHXSCHWAB STRATEGIC TR | $25.7M |
VTIVANGUARD INDEX FDS | $25.5M |
IBDUISHARES TR | $24.4M |
VOOVANGUARD INDEX FDS | $23.7M |
IBDVISHARES TR | $21.9M |
IBDWISHARES TR | $20.2M |
JPMJPMORGAN CHASE & CO. | $20.2M |
AMZNAMAZON COM INC | $19.7M |
AVGOBROADCOM INC | $19.3M |
VGTVANGUARD WORLD FD | $19.1M |
VIGVANGUARD SPECIALIZED FUNDS | $18.9M |
IBDXISHARES TR | $18.5M |
NDQINVESCO QQQ TR | $18.0M |
LLYELI LILLY & CO | $17.4M |
TSLATESLA INC | $15.6M |
GOOGALPHABET INC | $15.2M |
SPHQINVESCO EXCHANGE TRADED FD T | $14.6M |
HDHOME DEPOT INC | $14.3M |
SCHDSCHWAB STRATEGIC TR | $14.2M |
BMYBRISTOL-MYERS SQUIBB CO | $13.7M |
SPYSPDR S&P 500 ETF TR | $13.2M |
JNJJOHNSON & JOHNSON | $13.1M |
PGPROCTER AND GAMBLE CO | $12.8M |
XLKSELECT SECTOR SPDR TR | $12.4M |
ABBVABBVIE INC | $12.4M |
GOOGLALPHABET INC | $12.1M |
DONSPDR DOW JONES INDL AVERAGE | $11.5M |
IWFISHARES TR | $10.5M |
WMTWALMART INC | $10.2M |
DGROISHARES TR | $10.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $9.5M |
METAMETA PLATFORMS INC | $9.4M |
CATHGLOBAL X FDS | $9.3M |
IBMINTERNATIONAL BUSINESS MACHS | $9.0M |
SOSOUTHERN CO | $8.7M |
VYMVANGUARD WHITEHALL FDS | $8.4M |
AMGNAMGEN INC | $8.3M |
EPDENTERPRISE PRODS PARTNERS L | $7.7M |
XOMEXXON MOBIL CORP | $7.5M |
KOCOCA COLA CO | $7.5M |
RTXRTX CORPORATION | $7.5M |
VVISA INC | $7.3M |
MCDMCDONALDS CORP | $6.9M |
IBTGISHARES TR | $6.7M |
AFLAFLAC INC | $6.7M |
ORCLORACLE CORP | $6.6M |
4I1PHILIP MORRIS INTL INC | $6.6M |
SCHFSCHWAB STRATEGIC TR | $6.5M |
XLUSELECT SECTOR SPDR TR | $6.5M |
BNDVANGUARD BD INDEX FDS | $6.4M |
PEPPEPSICO INC | $5.9M |
CVXCHEVRON CORP NEW | $5.8M |
GQ9SPDR GOLD TR | $5.8M |
IWRISHARES TR | $5.7M |
MRKMERCK & CO INC | $5.4M |
IWBISHARES TR | $5.3M |
XLFISELECT SECTOR SPDR TR | $5.3M |
EMREMERSON ELEC CO | $5.2M |
COSTCOSTCO WHSL CORP NEW | $5.2M |
ZZILLOW GROUP INC | $5.1M |
VTVVANGUARD INDEX FDS | $5.1M |
CATCATERPILLAR INC | $5.0M |
FITBFIFTH THIRD BANCORP | $4.9M |
XLVSELECT SECTOR SPDR TR | $4.7M |
MOALTRIA GROUP INC | $4.6M |
GDGENERAL DYNAMICS CORP | $4.6M |
CGICCAPITAL GROUP INTERNATIONAL | $4.5M |
AQLTISHARES TR | $4.5M |
VUGVANGUARD INDEX FDS | $4.4M |
AGGISHARES TR | $4.3M |
IBMOISHARES TR | $4.3M |
AXPAMERICAN EXPRESS CO | $4.3M |
AQLTISHARES TR | $4.3M |
PGRPROGRESSIVE CORP | $4.1M |
IAUISHARES TR | $3.8M |
QCOMQUALCOMM INC | $3.8M |
VHTVANGUARD WORLD FD | $3.7M |
IBMPISHARES TR | $3.7M |
BACBANK AMERICA CORP | $3.7M |
IVVISHARES TR | $3.7M |
EDCONSOLIDATED EDISON INC | $3.6M |
AZNASTRAZENECA PLC | $3.6M |
WRBBERKLEY W R CORP | $3.6M |
NEENEXTERA ENERGY INC | $3.6M |
IWMISHARES TR | $3.5M |
TXNTEXAS INSTRS INC | $3.5M |
SYKSTRYKER CORPORATION | $3.5M |
TJXTJX COS INC NEW | $3.4M |
KMIKINDER MORGAN INC DEL | $3.4M |
KMBKIMBERLY-CLARK CORP | $3.3M |
GILDGILEAD SCIENCES INC | $3.3M |
ABTABBOTT LABS | $3.3M |
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