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 | Value |
|---|---|
BKBANK NEW YORK MELLON CORP | $416.0M |
VBVANGUARD INDEX FDS | $412.0M |
PLTRPALANTIR TECHNOLOGIES INC | $411.0M |
HIIHUNTINGTON INGALLS INDS INC | $401.0M |
LIESUN LIFE FINANCIAL INC. | $401.0M |
EWEDWARDS LIFESCIENCES CORP | $398.0M |
VCLTVANGUARD SCOTTSDALE FDS | $394.0M |
NKENIKE INC | $393.0M |
SYYSYSCO CORP | $391.0M |
NVSNNOVARTIS AG | $389.0M |
ALSALLSTATE CORP | $389.0M |
KRYSKRYSTAL BIOTECH INC | $389.0M |
VCSHVANGUARD SCOTTSDALE FDS | $388.0M |
RHCRH PLC | $384.0M |
VXUSVANGUARD STAR FDS | $377.0M |
IXNISHARES TR | $367.0M |
CITHE CIGNA GROUP | $366.0M |
GPCGENUINE PARTS CO | $365.0M |
ITOTISHARES TR | $361.0M |
OTISOTIS WORLDWIDE CORP | $361.0M |
VBKVANGUARD INDEX FDS | $360.0M |
ELVELEVANCE HEALTH INC FORMERLY | $354.0M |
AEMAGNICO EAGLE MINES LTD | $354.0M |
SCHWSCHWAB CHARLES CORP | $352.0M |
IHIISHARES TR | $352.0M |
BPREBLUEROCK PVT REAL ESTATE FD | $352.0M |
DSIISHARES TR | $347.0M |
PSXPHILLIPS 66 | $346.0M |
TRGPTARGA RES CORP | $345.0M |
DDOGDATADOG INC | $345.0M |
BRBROADRIDGE FINL SOLUTIONS IN | $345.0M |
YUMYUM BRANDS INC | $342.0M |
CDNSCADENCE DESIGN SYSTEM INC | $341.0M |
PG4PRINCIPAL FINANCIAL GROUP IN | $341.0M |
CEF/USPROTT ASSET MANAGEMENT LP | $340.0M |
VMCVULCAN MATLS CO | $340.0M |
ESGUISHARES TR | $338.0M |
SHLDGLOBAL X FDS | $336.0M |
SIRISIRIUSXM HOLDINGS INC | $333.0M |
TDTORONTO DOMINION BK ONT | $332.0M |
MCKMCKESSON CORP | $332.0M |
IQVIQVIA HLDGS INC | $328.0M |
PWVINVESCO EXCHANGE TRADED FD T | $328.0M |
UBERUBER TECHNOLOGIES INC | $321.0M |
ESGVVANGUARD WORLD FD | $320.0M |
IEMGISHARES INC | $314.0M |
SJMSMUCKER J M CO | $313.0M |
MTBM & T BK CORP | $310.0M |
IOCTINNOVATOR ETFS TRUST | $304.0M |
PDECINNOVATOR ETFS TRUST | $304.0M |
MAINMAIN STR CAP CORP | $301.0M |
BKNGBOOKING HOLDINGS INC | $299.0M |
NOCTINNOVATOR ETFS TRUST | $298.0M |
VDEVANGUARD WORLD FD | $296.0M |
FHIFEDERATED HERMES INC | $295.0M |
APPAPPLOVIN CORP | $291.0M |
AMTAMERICAN TOWER CORP NEW | $284.0M |
MSAMSA SAFETY INC | $279.0M |
ALBALBEMARLE CORP | $274.0M |
HUMHUMANA INC | $271.0M |
RDIVINVESCO EXCH TRADED FD TR II | $264.0M |
AYIACUITY INC | $264.0M |
DTMDT MIDSTREAM INC | $262.0M |
TERTERADYNE INC | $262.0M |
SPGIS&P GLOBAL INC | $259.0M |
CVSCVS HEALTH CORP | $258.0M |
BABOEING CO | $258.0M |
RSPINVESCO EXCHANGE TRADED FD T | $257.0M |
SRESEMPRA | $257.0M |
SYU1SYNOVUS FINL CORP | $256.0M |
HACKAMPLIFY ETF TR | $253.0M |
ARGXARGENX SE | $252.0M |
ADIANALOG DEVICES INC | $252.0M |
CGDGCAPITAL GROUP DIVIDEND VALUE | $251.0M |
XMHQINVESCO EXCHANGE TRADED FD T | $251.0M |
UPSUNITED PARCEL SERVICE INC | $249.0M |
LNTALLIANT ENERGY CORP | $249.0M |
ZSEPINNOVATOR ETFS TRUST | $247.0M |
ADPVSERIES PORTFOLIOS TR | $243.0M |
VLOVALERO ENERGY CORP | $242.0M |
HWMHOWMET AEROSPACE INC | $240.0M |
8CWCROWN CASTLE INC | $239.0M |
WSOWATSCO INC | $238.0M |
ATRAPTARGROUP INC | $237.0M |
VBRVANGUARD INDEX FDS | $236.0M |
DHID R HORTON INC | $236.0M |
EQREQUITY RESIDENTIAL | $234.0M |
ENBENBRIDGE INC | $231.0M |
FROGJFROG LTD | $231.0M |
XARSPDR SERIES TRUST | $229.0M |
CITCINTAS CORP | $228.0M |
XLYSELECT SECTOR SPDR TR | $222.0M |
SFLRINNOVATOR ETFS TRUST | $220.0M |
SPOTSPOTIFY TECHNOLOGY S A | $220.0M |
XFEBFIRST TR EXCH TRADED FD III | $219.0M |
DFASDIMENSIONAL ETF TRUST | $218.0M |
NTRSNORTHERN TR CORP | $212.0M |
MPCMARATHON PETE CORP | $211.0M |
MRSHMARSH & MCLENNAN COS INC | $211.0M |
AWCAMERICAN WTR WKS CO INC NEW | $210.0M |