Sound View Wealth Advisors Group, LLC Q4 2025 Filing
Filed January 8, 2026
Portfolio Value
$1.5B
Holdings
416
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (416 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 279,740 | $76.0M | 5.10% | |
| 2 | IBDRISHARES TR | 2,013,302 | $48.8M | 3.27% | |
| 3 | IBDSISHARES TR | 1,982,691 | $48.1M | 3.23% | |
| 4 | MSFTMICROSOFT CORP | 92,746 | $44.9M | 3.01% | |
| 5 | NVDANVIDIA CORPORATION | 228,261 | $42.6M | 2.86% | |
| 6 | IBDUISHARES TR | 1,613,448 | $37.8M | 2.53% | |
| 7 | IBDTISHARES TR | 1,446,008 | $36.8M | 2.47% | |
| 8 | IBDVISHARES TR | 1,478,715 | $32.6M | 2.19% | |
| 9 | BUFRFIRST TR EXCHNG TRADED FD VI | 894,718 | $30.7M | 2.06% | |
| 10 | SCHXSCHWAB STRATEGIC TR | 958,031 | $25.8M | 1.73% | |
| 11 | VTIVANGUARD INDEX FDS | 75,905 | $25.4M | 1.71% | |
| 12 | VOOVANGUARD INDEX FDS | 38,939 | $24.4M | 1.64% | |
| 13 | LLYELI LILLY & CO | 22,689 | $24.4M | 1.64% | |
| 14 | IBDWISHARES TR | 1,119,214 | $23.7M | 1.59% | |
| 15 | IBDXISHARES TR | 856,087 | $21.9M | 1.47% | |
| 16 | JPMJPMORGAN CHASE & CO. | 65,249 | $21.0M | 1.41% | |
| 17 | AMZNAMAZON COM INC | 88,689 | $20.5M | 1.37% | |
| 18 | VIGVANGUARD SPECIALIZED FUNDS | 87,863 | $19.3M | 1.30% | |
| 19 | AVGOBROADCOM INC | 55,484 | $19.2M | 1.29% | |
| 20 | VGTVANGUARD WORLD FD | 25,436 | $19.2M | 1.29% | |
| 21 | GOOGALPHABET INC | 59,354 | $18.6M | 1.25% | |
| 22 | NDQINVESCO QQQ TR | 28,380 | $17.4M | 1.17% | |
| 23 | TSLATESLA INC | 35,165 | $15.8M | 1.06% | |
| 24 | GOOGLALPHABET INC | 49,503 | $15.5M | 1.04% | |
| 25 | SCHDSCHWAB STRATEGIC TR | 549,366 | $15.1M | 1.01% | |
| 26 | SPHQINVESCO EXCHANGE TRADED FD T | 197,155 | $14.8M | 0.99% | |
| 27 | JNJJOHNSON & JOHNSON | 68,935 | $14.3M | 0.96% | |
| 28 | BMYBRISTOL-MYERS SQUIBB CO | 260,569 | $14.1M | 0.94% | |
| 29 | SPYSPDR S&P 500 ETF TR | 20,232 | $13.8M | 0.93% | |
| 30 | XLKSELECT SECTOR SPDR TR | 89,591 | $12.9M | 0.87% | |
| 31 | ABBVABBVIE INC | 52,789 | $12.1M | 0.81% | |
| 32 | HDHOME DEPOT INC | 35,013 | $12.0M | 0.81% | |
| 33 | DONSPDR DOW JONES INDL AVERAGE | 24,978 | $12.0M | 0.81% | |
| 34 | PGPROCTER AND GAMBLE CO | 80,280 | $11.5M | 0.77% | |
| 35 | IBTGISHARES TR | 494,443 | $11.3M | 0.76% | |
| 36 | WMTWALMART INC | 99,481 | $11.1M | 0.74% | |
| 37 | DGROISHARES TR | 146,511 | $10.2M | 0.68% | |
| 38 | IWFISHARES TR | 21,228 | $10.0M | 0.67% | |
| 39 | AMGNAMGEN INC | 29,215 | $9.6M | 0.64% | |
| 40 | BRK/BBERKSHIRE HATHAWAY INC DEL | 18,877 | $9.5M | 0.64% | |
| 41 | CATHGLOBAL X FDS | 114,379 | $9.4M | 0.63% | |
| 42 | IBMINTERNATIONAL BUSINESS MACHS | 31,266 | $9.3M | 0.62% | |
| 43 | VYMVANGUARD WHITEHALL FDS | 61,520 | $8.8M | 0.59% | |
| 44 | METAMETA PLATFORMS INC | 12,567 | $8.3M | 0.56% | |
| 45 | RTXRTX CORPORATION | 44,614 | $8.2M | 0.55% | |
| 46 | XOMEXXON MOBIL CORP | 67,917 | $8.2M | 0.55% | |
| 47 | KOCOCA COLA CO | 112,096 | $7.8M | 0.53% | |
| 48 | SOSOUTHERN CO | 89,786 | $7.8M | 0.53% | |
| 49 | EPDENTERPRISE PRODS PARTNERS L | 243,112 | $7.8M | 0.52% | |
| 50 | VVISA INC | 21,600 | $7.6M | 0.51% | |
| 51 | SCHFSCHWAB STRATEGIC TR | 303,429 | $7.3M | 0.49% | |
| 52 | MCDMCDONALDS CORP | 22,458 | $6.9M | 0.46% | |
| 53 | MRKMERCK & CO INC | 64,281 | $6.8M | 0.45% | |
| 54 | XLUSELECT SECTOR SPDR TR | 155,657 | $6.6M | 0.45% | |
| 55 | AFLAFLAC INC | 59,881 | $6.6M | 0.44% | |
| 56 | CGICCAPITAL GROUP INTERNATIONAL | 201,960 | $6.6M | 0.44% | |
| 57 | GQ9SPDR GOLD TR | 16,438 | $6.5M | 0.44% | |
| 58 | 4I1PHILIP MORRIS INTL INC | 40,231 | $6.5M | 0.43% | |
| 59 | BNDVANGUARD BD INDEX FDS | 85,440 | $6.3M | 0.42% | |
| 60 | PEPPEPSICO INC | 41,978 | $6.0M | 0.40% | |
| 61 | CATCATERPILLAR INC | 10,023 | $5.7M | 0.39% | |
| 62 | IWBISHARES TR | 14,901 | $5.6M | 0.37% | |
| 63 | IWRISHARES TR | 57,634 | $5.5M | 0.37% | |
| 64 | IBMOISHARES TR | 215,536 | $5.5M | 0.37% | |
| 65 | XLFISELECT SECTOR SPDR TR | 71,053 | $5.5M | 0.37% | |
| 66 | VTVVANGUARD INDEX FDS | 27,550 | $5.3M | 0.35% | |
| 67 | FITBFIFTH THIRD BANCORP | 112,334 | $5.3M | 0.35% | |
| 68 | EMREMERSON ELEC CO | 39,608 | $5.3M | 0.35% | |
| 69 | CVXCHEVRON CORP NEW | 33,866 | $5.2M | 0.35% | |
| 70 | XLVSELECT SECTOR SPDR TR | 32,587 | $5.0M | 0.34% | |
| 71 | COSTCOSTCO WHSL CORP NEW | 5,764 | $5.0M | 0.33% | |
| 72 | AXPAMERICAN EXPRESS CO | 13,150 | $4.9M | 0.33% | |
| 73 | IBMPISHARES TR | 183,054 | $4.6M | 0.31% | |
| 74 | ORCLORACLE CORP | 23,829 | $4.6M | 0.31% | |
| 75 | ZZILLOW GROUP INC | 66,685 | $4.5M | 0.31% | |
| 76 | AGGISHARES TR | 44,439 | $4.4M | 0.30% | |
| 77 | GDGENERAL DYNAMICS CORP | 13,159 | $4.4M | 0.30% | |
| 78 | VUGVANGUARD INDEX FDS | 9,022 | $4.4M | 0.30% | |
| 79 | AQLTISHARES TR | 48,844 | $4.4M | 0.29% | |
| 80 | AZNASTRAZENECA PLC | 47,106 | $4.3M | 0.29% | |
| 81 | MOALTRIA GROUP INC | 68,822 | $4.0M | 0.27% | |
| 82 | VHTVANGUARD WORLD FD | 13,610 | $3.9M | 0.26% | |
| 83 | BACBANK AMERICA CORP | 70,275 | $3.9M | 0.26% | |
| 84 | QCOMQUALCOMM INC | 22,494 | $3.8M | 0.26% | |
| 85 | PGRPROGRESSIVE CORP | 16,879 | $3.8M | 0.26% | |
| 86 | NEENEXTERA ENERGY INC | 46,520 | $3.7M | 0.25% | |
| 87 | IBMQISHARES TR | 145,978 | $3.7M | 0.25% | |
| 88 | TJXTJX COS INC NEW | 23,945 | $3.7M | 0.25% | |
| 89 | CSCOCISCO SYS INC | 47,591 | $3.7M | 0.25% | |
| 90 | GILDGILEAD SCIENCES INC | 29,632 | $3.6M | 0.24% | |
| 91 | EDCONSOLIDATED EDISON INC | 36,540 | $3.6M | 0.24% | |
| 92 | IWMISHARES TR | 14,585 | $3.6M | 0.24% | |
| 93 | TXNTEXAS INSTRS INC | 20,409 | $3.5M | 0.24% | |
| 94 | SLVISHARES SILVER TR | 54,405 | $3.5M | 0.24% | |
| 95 | KMIKINDER MORGAN INC DEL | 126,044 | $3.5M | 0.23% | |
| 96 | SYKSTRYKER CORPORATION | 9,803 | $3.4M | 0.23% | |
| 97 | LRCXLAM RESEARCH CORP | 19,822 | $3.4M | 0.23% | |
| 98 | STXSEAGATE TECHNOLOGY HLDNGS PL | 12,119 | $3.3M | 0.22% | |
| 99 | MDTMEDTRONIC PLC | 34,566 | $3.3M | 0.22% | |
| 100 | IVVISHARES TR | 4,847 | $3.3M | 0.22% |
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