Sound View Wealth Advisors Group, LLC Q4 2025 Filing
Filed January 8, 2026
Portfolio Value
$1.5T
Holdings
416
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (416 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | VIGIVANGUARD WHITEHALL FDS | 36,121 | $3.3B | 0.22% | |
| 102 | WRBBERKLEY W R CORP | 46,777 | $3.3B | 0.22% | |
| 103 | WFCWELLS FARGO CO NEW | 33,847 | $3.2B | 0.21% | |
| 104 | LOWLOWES COS INC | 12,642 | $3.0B | 0.20% | |
| 105 | WELLWELLTOWER INC | 16,190 | $3.0B | 0.20% | |
| 106 | ABTABBOTT LABS | 23,829 | $3.0B | 0.20% | |
| 107 | WMBWILLIAMS COS INC | 49,271 | $3.0B | 0.20% | |
| 108 | TMOTHERMO FISHER SCIENTIFIC INC | 5,007 | $2.9B | 0.19% | |
| 109 | WCNWASTE CONNECTIONS INC | 15,930 | $2.8B | 0.19% | |
| 110 | FQIDIGITAL RLTY TR INC | 17,551 | $2.7B | 0.18% | |
| 111 | ZGZILLOW GROUP INC | 39,293 | $2.7B | 0.18% | |
| 112 | HCAHCA HEALTHCARE INC | 5,620 | $2.6B | 0.18% | |
| 113 | AEPAMERICAN ELEC PWR CO INC | 22,718 | $2.6B | 0.18% | |
| 114 | DUKDUKE ENERGY CORP NEW | 21,828 | $2.6B | 0.17% | |
| 115 | MUMICRON TECHNOLOGY INC | 8,919 | $2.5B | 0.17% | |
| 116 | XELXCEL ENERGY INC | 34,360 | $2.5B | 0.17% | |
| 117 | VOVANGUARD INDEX FDS | 8,682 | $2.5B | 0.17% | |
| 118 | KMBKIMBERLY-CLARK CORP | 24,710 | $2.5B | 0.17% | |
| 119 | ADPAUTOMATIC DATA PROCESSING IN | 9,669 | $2.5B | 0.17% | |
| 120 | IGSBISHARES TR | 45,612 | $2.4B | 0.16% | |
| 121 | IAU*ISHARES GOLD TR | 28,358 | $2.3B | 0.15% | |
| 122 | ITWILLINOIS TOOL WKS INC | 9,017 | $2.2B | 0.15% | |
| 123 | VOEVANGUARD INDEX FDS | 12,377 | $2.2B | 0.15% | |
| 124 | DNPDNP SELECT INCOME FD INC | 216,111 | $2.2B | 0.14% | |
| 125 | VOOGVANGUARD ADMIRAL FDS INC | 4,825 | $2.1B | 0.14% | |
| 126 | NOBLPROSHARES TR | 20,399 | $2.1B | 0.14% | |
| 127 | ISTBISHARES TR | 42,353 | $2.1B | 0.14% | |
| 128 | PANWPALO ALTO NETWORKS INC | 10,428 | $1.9B | 0.13% | |
| 129 | IBMRISHARES TR | 74,015 | $1.9B | 0.13% | |
| 130 | REGNREGENERON PHARMACEUTICALS | 2,431 | $1.9B | 0.13% | |
| 131 | BACVERIZON COMMUNICATIONS INC | 45,853 | $1.9B | 0.13% | |
| 132 | IBKRINTERACTIVE BROKERS GROUP IN | 28,881 | $1.9B | 0.12% | |
| 133 | DEDEERE & CO | 3,963 | $1.8B | 0.12% | |
| 134 | PFFISHARES TR | 58,295 | $1.8B | 0.12% | |
| 135 | VRTXVERTEX PHARMACEUTICALS INC | 3,870 | $1.8B | 0.12% | |
| 136 | WMWASTE MGMT INC DEL | 7,978 | $1.8B | 0.12% | |
| 137 | WDAYWORKDAY INC | 8,114 | $1.7B | 0.12% | |
| 138 | AKREPROFESIONALLY MANAGED PORTFO | 26,565 | $1.7B | 0.12% | |
| 139 | BYRNBYRNA TECHNOLOGIES INC | 102,610 | $1.7B | 0.12% | |
| 140 | IVWISHARES TR | 13,854 | $1.7B | 0.11% | |
| 141 | LMTLOCKHEED MARTIN CORP | 3,525 | $1.7B | 0.11% | |
| 142 | AMDADVANCED MICRO DEVICES INC | 7,925 | $1.7B | 0.11% | |
| 143 | IWDISHARES TR | 7,993 | $1.7B | 0.11% | |
| 144 | GISGENERAL MLS INC | 35,870 | $1.7B | 0.11% | |
| 145 | VRTVERTIV HOLDINGS CO | 10,116 | $1.6B | 0.11% | |
| 146 | UNHUNITEDHEALTH GROUP INC | 4,842 | $1.6B | 0.11% | |
| 147 | CRMSALESFORCE INC | 5,976 | $1.6B | 0.11% | |
| 148 | NFLXNETFLIX INC | 16,838 | $1.6B | 0.11% | |
| 149 | MDLZMONDELEZ INTL INC | 28,898 | $1.6B | 0.10% | |
| 150 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2 | $1.5B | 0.10% | |
| 151 | JAZZJAZZ PHARMACEUTICALS PLC | 8,796 | $1.5B | 0.10% | |
| 152 | ISRGINTUITIVE SURGICAL INC | 2,623 | $1.5B | 0.10% | |
| 153 | BUFFINNOVATOR ETFS TRUST | 29,700 | $1.5B | 0.10% | |
| 154 | BLKBLACKROCK INC | 1,354 | $1.4B | 0.10% | |
| 155 | PFEPFIZER INC | 57,441 | $1.4B | 0.10% | |
| 156 | AQLTISHARES TR | 10,065 | $1.4B | 0.10% | |
| 157 | COWZPACER FDS TR | 23,458 | $1.4B | 0.09% | |
| 158 | NSCNORFOLK SOUTHN CORP | 4,865 | $1.4B | 0.09% | |
| 159 | GSGOLDMAN SACHS GROUP INC | 1,574 | $1.4B | 0.09% | |
| 160 | HONHONEYWELL INTL INC | 7,049 | $1.4B | 0.09% | |
| 161 | VCRVANGUARD WORLD FD | 3,487 | $1.4B | 0.09% | |
| 162 | SHOPSHOPIFY INC | 8,417 | $1.4B | 0.09% | |
| 163 | MRVLMARVELL TECHNOLOGY INC | 15,883 | $1.3B | 0.09% | |
| 164 | TMFCRBB FD INC | 18,479 | $1.3B | 0.09% | |
| 165 | DISDISNEY WALT CO | 11,599 | $1.3B | 0.09% | |
| 166 | NXPINXP SEMICONDUCTORS N V | 6,035 | $1.3B | 0.09% | |
| 167 | IEFISHARES TR | 13,543 | $1.3B | 0.09% | |
| 168 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 4,234 | $1.3B | 0.09% | |
| 169 | JIREJ P MORGAN EXCHANGE TRADED F | 17,036 | $1.3B | 0.09% | |
| 170 | AMATAPPLIED MATLS INC | 4,907 | $1.3B | 0.08% | |
| 171 | EFXEQUIFAX INC | 5,734 | $1.2B | 0.08% | |
| 172 | GEGE AEROSPACE | 3,899 | $1.2B | 0.08% | |
| 173 | BXBLACKSTONE INC | 7,704 | $1.2B | 0.08% | |
| 174 | ZTSZOETIS INC | 9,375 | $1.2B | 0.08% | |
| 175 | VWOVANGUARD INTL EQUITY INDEX F | 21,834 | $1.2B | 0.08% | |
| 176 | IBITISHARES BITCOIN TRUST ETF | 22,780 | $1.1B | 0.08% | |
| 177 | FCXFREEPORT-MCMORAN INC | 22,160 | $1.1B | 0.08% | |
| 178 | PAYXPAYCHEX INC | 10,017 | $1.1B | 0.08% | |
| 179 | ETNEATON CORP PLC | 3,513 | $1.1B | 0.07% | |
| 180 | SMHVANECK ETF TRUST | 3,088 | $1.1B | 0.07% | |
| 181 | POCTINNOVATOR ETFS TRUST | 24,895 | $1.1B | 0.07% | |
| 182 | PEGPUBLIC SVC ENTERPRISE GRP IN | 13,305 | $1.1B | 0.07% | |
| 183 | EQIXEQUINIX INC | 1,385 | $1.1B | 0.07% | |
| 184 | INTCINTEL CORP | 28,710 | $1.1B | 0.07% | |
| 185 | DWDMORGAN STANLEY | 5,967 | $1.1B | 0.07% | |
| 186 | NOCNORTHROP GRUMMAN CORP | 1,854 | $1.1B | 0.07% | |
| 187 | NOWSERVICENOW INC | 6,875 | $1.1B | 0.07% | |
| 188 | DASHDOORDASH INC | 4,637 | $1.1B | 0.07% | |
| 189 | IWSISHARES TR | 7,253 | $1.0B | 0.07% | |
| 190 | IWPISHARES TR | 7,421 | $1.0B | 0.07% | |
| 191 | IBMSISHARES TR | 38,334 | $998.0M | 0.07% | |
| 192 | AIRRFIRST TR EXCHANGE TRADED FD | 10,085 | $991.0M | 0.07% | |
| 193 | USMVISHARES TR | 10,280 | $967.0M | 0.06% | |
| 194 | CMCSACOMCAST CORP NEW | 32,298 | $965.0M | 0.06% | |
| 195 | IBBISHARES TR | 5,712 | $963.0M | 0.06% | |
| 196 | VEAVANGUARD TAX-MANAGED FDS | 15,369 | $960.0M | 0.06% | |
| 197 | CSXCSX CORP | 26,464 | $959.0M | 0.06% | |
| 198 | KLACKLA CORP | 789 | $958.0M | 0.06% | |
| 199 | TRVCCITIGROUP INC | 7,998 | $933.0M | 0.06% | |
| 200 | MMM3M CO | 5,775 | $924.0M | 0.06% |