Sound View Wealth Advisors Group, LLC Incresed Positions in Q4 2025

Sound View Wealth Advisors Group, LLC

  • $1.47 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
45.5K
+ 103.25%
$278.39 - $304.13 $12.7M - $13.8M
89.6K $25.8M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
575K
+ 55.44%
$23.35 - $23.55 $13.4M - $13.6M
1.61M $37.7M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
522K
+ 35.77%
$24.24 - $24.37 $12.7M - $12.7M
1.98M $48.1M
IBDV
Ishares Tr

Technology
491K
+ 49.72%
$22.03 - $22.24 $10.8M - $10.9M
1.48M $32.6M
XLU
Utilities Sector Spdr

ETFs
81K
+ 108.45%
$87.89 - $92.9 $7.12M - $7.52M
156K $13.8M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
241K
+ 19.98%
$25.38 - $25.57 $6.11M - $6.16M
1.45M $36.8M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
211K
+ 11.68%
N/A
2.01M $47.8M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
203K
+ 69.48%
$22.88 - $22.95 $4.64M - $4.65M
494K $11.3M
NOW
Service Now, Inc.

Technology
5.46K
+ 384.84%
$835.79 - $946.29 $4.56M - $5.16M
6.88K $5.75M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
165K
+ 17.31%
$21.09 - $21.35 $3.48M - $3.53M
1.12M $23.6M
IBMO
Ishares Tr Ibonds December 202

ETFs
46.8K
+ 27.7%
$25.52 - $25.62 $1.19M - $1.2M
216K $5.52M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
43.1K
+ 41.87%
$25.48 - $25.62 $1.1M - $1.1M
146K $3.72M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
26K
+ 3.0%
$33.05 - $33.87 $860K - $881K
895K $30.1M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
12.5K
+ 272.86%
$72.75 - $76.17 $907K - $950K
17K $1.28M
IBMP
Ishares Tr Ibonds December 202

ETFs
37.3K
+ 25.62%
$25.31 - $25.44 $945K - $950K
183K $4.64M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
28.4K
+ 5.45%
$26.44 - $27.53 $750K - $781K
549K $15M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
22.8K
+ 8.11%
$23.02 - $24.23 $524K - $552K
303K $7.26M
XLE
Energy Sector Spdr

ETFs
6.84K
+ 99.1%
$85.22 - $92.02 $583K - $629K
13.7K $1.26M
AMD
Advanced Micro Devices Inc

Technology
10
+ 0.13%
$164.01 - $264.33 $1.64K - $2.64K
7.93K $1.91M
AZN
Astrazeneca PLC

Healthcare
315
+ 0.67%
$81.15 - $89.4 $25.6K - $28.2K
47.1K $4.21M
MRK
Merck & Co., Inc.

Healthcare
499
+ 0.78%
$82.49 - $92.93 $41.2K - $46.4K
64.3K $5.97M
XOM
Exxon Mobil Corp

Energy
1.41K
+ 2.12%
$110.64 - $119.78 $156K - $169K
67.9K $7.99M
CSCO
Cisco Systems, Inc.

Technology
234
+ 0.49%
$67.46 - $78.0 $15.8K - $18.3K
47.6K $3.7M
GILD
Gilead Sciences, Inc.

Healthcare
70
+ 0.24%
$110.56 - $125.2 $7.74K - $8.76K
29.6K $3.68M
GLD
Spdr Gold Trust

ETFs
112
+ 0.69%
$354.79 - $403.15 $39.7K - $45.2K
16.4K $6.18M
WELL
Welltower Inc.

Real Estate
664
+ 4.28%
$165.94 - $193.82 $110K - $129K
16.2K $3.14M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
258
+ 0.67%
$600.51 - $631.95 $155K - $163K
38.9K $24.1M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
28
+ 1.17%
$557.73 - $694.99 $15.6K - $19.5K
2.43K $1.69M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
265
+ 1.07%
$454.87 - $482.76 $121K - $128K
25K $11.8M
TXN
Texas Instruments Inc

Technology
1.44K
+ 7.57%
N/A
20.4K $3.97M
SPY
Spdr S&P 500 ETF Trust

ETFs
416
+ 2.1%
$653.02 - $687.39 $272K - $286K
20.2K $13.5M
POCT
Innovator U.S. Equity Power Bu

ETFs
6.07K
+ 32.25%
$42.64 - $43.66 $259K - $265K
24.9K $1.08M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.81K
+ 3.04%
$137.47 - $143.13 $249K - $260K
61.5K $8.67M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
241
+ 6.64%
$402.9 - $437.15 $97.1K - $105K
3.87K $1.68M
XLP
Consumer Staples Sector Spdr

ETFs
3.02K
+ 4.44%
N/A
71.1K $5.4M
PHYS
Sprott Physical Gold Trust

Financial Services
6.08K
+ 30.53%
$29.62 - $33.31 $180K - $202K
26K $809K
ACN
Accenture PLC

Technology
902
+ 88.43%
$234.02 - $253.35 $211K - $229K
1.92K $463K
XLY
Select Sector Spdr Consumer Di

ETFs
929
+ 99.89%
$228.75 - $242.18 $213K - $225K
1.86K $429K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.38K
+ 30.87%
$93.79 - $100.35 $223K - $239K
10.1K $949K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.79K
+ 5.21%
$88.45 - $91.41 $158K - $163K
36.1K $3.27M
AFL
Aflac Inc

Financial Services
303
+ 0.51%
$105.7 - $115.01 $32K - $34.8K
59.9K $6.85M
COP
Conocophillips

Energy
2.17K
+ 51.11%
$85.66 - $95.46 $186K - $207K
6.41K $568K
AXP
American Express CO

Financial Services
137
+ 1.05%
$316.26 - $372.77 $43.3K - $51.1K
13.2K $4.49M
IWB
Ishares Tr Russell 1000 ETF

ETFs
311
+ 2.13%
$358.39 - $376.54 $111K - $117K
14.9K $5.48M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
662
+ 37.36%
$245.79 - $258.02 $163K - $171K
2.43K $598K
DHR
Danaher Corp

Healthcare
255
+ 6.77%
$202.46 - $223.01 $51.6K - $56.9K
4.02K $886K
EFX
Equifax Inc

Industrials
1.64K
+ 39.92%
$204.19 - $253.84 $334K - $415K
5.73K $1.19M
ED
Consolidated Edison Inc

Utilities
815
+ 2.28%
$96.11 - $102.39 $78.3K - $83.4K
36.5K $3.71M
AMAT
Applied Materials Inc

Technology
15
+ 0.31%
$209.95 - $240.89 $3.15K - $3.61K
4.91K $1.12M
Activity Summary
Buys All Purchases 166 New Holdings 21 Increased Positions 145 Sells All Sells 196 Reductions 196 Sold out 0 Options Calls 0 Puts 0
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