Sound View Wealth Advisors Group, LLC Portfolio Holdings by Sector
Sound View Wealth Advisors Group, LLC
- $1.43 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IBDR IBDQ IBDS IBDT BUFR SCHX IBDU VOO 123 stocks |
$599,488
43.16% of portfolio
|
49
|
54
|
6
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY BMY JNJ ABBV AMGN MRK AZN GILD 10 stocks |
$79,787
5.74% of portfolio
|
4
|
6
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO QCOM TXN MU MRVL TSM AMD 11 stocks |
$78,345
5.64% of portfolio
|
4
|
7
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$74,538
5.37% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL PANW CCCS CRWD PLTR 6 stocks |
$58,746
4.23% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL META Z ZG DASH SPOT 7 stocks |
$46,209
3.33% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC C TD 5 stocks |
$27,774
2.0% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO ED NEE DUK XEL AEP PEG WEC 13 stocks |
$27,367
1.97% of portfolio
|
3
|
9
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$25,548
1.84% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$19,692
1.42% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX GD BYRN LMT NOC CW WWD HII 12 stocks |
$19,551
1.41% of portfolio
|
8
|
4
|
2
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG KMB CL UL CLX 5 stocks |
$17,561
1.26% of portfolio
|
1
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$17,469
1.26% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA RACE F STLA 4 stocks |
$17,213
1.24% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD KMI WMB ET OKE TRGP ENB DTM 8 stocks |
$16,400
1.18% of portfolio
|
- |
7
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST TGT 3 stocks |
$15,775
1.14% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$13,393
0.96% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$13,341
0.96% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V AXP MA COF 4 stocks |
$13,101
0.94% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A AIG SLF 4 stocks |
$12,013
0.86% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO BTI 3 stocks |
$11,608
0.84% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
EMR ITW ETN GE CMI OTIS ROK 7 stocks |
$11,144
0.8% of portfolio
|
2
|
4
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK ABT MDT ZBH EW BSX BFLY 7 stocks |
$11,074
0.8% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM BR ACN 3 stocks |
$9,602
0.69% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR WRB TRV CB ALL 5 stocks |
$9,289
0.67% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
FITB TFC PRK PNC USB MTB SNV 7 stocks |
$8,867
0.64% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
WDAY CRM NOW SHOP INTU CDNS UBER DDOG 11 stocks |
$8,305
0.6% of portfolio
|
4
|
6
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
DNP BX TPG PHYS UTG MAIN PFG BK 14 stocks |
$7,800
0.56% of portfolio
|
3
|
7
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD DRI YUM 3 stocks |
$7,689
0.55% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL LNC MET 3 stocks |
$7,617
0.55% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$6,790
0.49% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WCN WM RSG 3 stocks |
$4,938
0.36% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
DLR EQIX AMT CCI 4 stocks |
$4,886
0.35% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX REGN JAZZ KRYS ARGX SRPT 6 stocks |
$4,886
0.35% of portfolio
|
5
|
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
IBKR GS MS SCHW 4 stocks |
$4,413
0.32% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ CMCSA T 3 stocks |
$4,283
0.31% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$4,117
0.3% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO DHR IQV 3 stocks |
$3,590
0.26% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$3,497
0.25% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$3,382
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
NSC UNP CSX 3 stocks |
$3,354
0.24% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
STX HPQ 2 stocks |
$3,295
0.24% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$3,240
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI ELV HUM CVS 5 stocks |
$2,940
0.21% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT KLAC ASML 3 stocks |
$2,816
0.2% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$2,765
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ HSY 2 stocks |
$2,634
0.19% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS SJM KHC 3 stocks |
$2,634
0.19% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM 2 stocks |
$2,473
0.18% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA 1 stocks |
$2,428
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG BDX BAX ATR 4 stocks |
$2,191
0.16% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MCO CME ICE SPGI 4 stocks |
$2,178
0.16% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS NBIX 2 stocks |
$2,095
0.15% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
AZO TSCO GPC ORLY 4 stocks |
$1,796
0.13% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Packaged Goods | Consumer Defensive
BUFF 1 stocks |
$1,452
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT AYI 2 stocks |
$1,172
0.08% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG O 2 stocks |
$1,161
0.08% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
EFX 1 stocks |
$1,051
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
GPN CTAS 2 stocks |
$1,033
0.07% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
USLM VMC CRH.L 3 stocks |
$958
0.07% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX 1 stocks |
$920
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$879
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Oil & Gas Refining & Marketing | Energy
PSX VLO MPC 3 stocks |
$866
0.06% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD 1 stocks |
$840
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CARR TT 2 stocks |
$815
0.06% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
FIX 1 stocks |
$774
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
CCL BKNG 2 stocks |
$734
0.05% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Pollution & Treatment Controls | Industrials
FSS 1 stocks |
$730
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON 1 stocks |
$679
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
CAH MCK 2 stocks |
$637
0.05% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX UPS 2 stocks |
$563
0.04% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW 1 stocks |
$546
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$543
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB 1 stocks |
$497
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$451
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$444
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$440
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP 1 stocks |
$401
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
HAS 1 stocks |
$395
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
AEM 1 stocks |
$352
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
DHI 1 stocks |
$331
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
MSA 1 stocks |
$300
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
WSO 1 stocks |
$282
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$262
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
EQR 1 stocks |
$245
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$230
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|