Sound View Wealth Advisors Group, LLC Portfolio Holdings by Sector
Sound View Wealth Advisors Group, LLC
- $1.47 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IBDS IBDR IBDU IBDT BUFR XLK SCHX VOO 120 stocks |
$621,880
44.1% of portfolio
|
51
|
50
|
5
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY JNJ ABBV BMY AMGN MRK AZN GILD 10 stocks |
$87,140
6.18% of portfolio
|
3
|
7
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO TXN QCOM MU AMD MRVL TSM 11 stocks |
$78,397
5.56% of portfolio
|
3
|
8
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$74,819
5.31% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL PANW CCCS CRWD PLTR 6 stocks |
$56,410
4.0% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL META Z ZG DASH SPOT 7 stocks |
$46,719
3.31% of portfolio
|
1
|
5
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC C TD 5 stocks |
$27,110
1.92% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO NEE ED XEL AEP DUK PEG WEC 10 stocks |
$26,893
1.91% of portfolio
|
3
|
6
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$25,038
1.78% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$20,814
1.48% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX GD BYRN LMT NOC CW WWD HII 10 stocks |
$18,651
1.32% of portfolio
|
1
|
8
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD KMI WMB ET OKE TRGP DTM ENB 8 stocks |
$16,323
1.16% of portfolio
|
4
|
3
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST TGT DG 4 stocks |
$16,063
1.14% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA RACE F STLA 4 stocks |
$15,932
1.13% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$15,379
1.09% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG KMB CL 3 stocks |
$15,073
1.07% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$14,127
1.0% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$13,235
0.94% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V AXP MA COF 4 stocks |
$12,853
0.91% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
NOW WDAY CRM SHOP INTU DDOG UBER CDNS 10 stocks |
$12,381
0.88% of portfolio
|
7
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A SLF 3 stocks |
$11,498
0.82% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK MDT ABT EW ZBH BFLY 6 stocks |
$10,596
0.75% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO BTI 3 stocks |
$10,593
0.75% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
EMR ITW ETN GE CMI OTIS 6 stocks |
$10,479
0.74% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN BR 3 stocks |
$10,103
0.72% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR WRB TRV CB ALL 5 stocks |
$9,046
0.64% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
FITB PRK TFC PNC USB MTB SNV CFG 8 stocks |
$8,150
0.58% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL LNC MET 3 stocks |
$7,793
0.55% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD DRI YUM 3 stocks |
$7,590
0.54% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
DNP BX PHYS TPG UTG BK PFG MAIN 14 stocks |
$7,443
0.53% of portfolio
|
2
|
8
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$7,419
0.53% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
REGN VRTX JAZZ BMRN KRYS ARGX 6 stocks |
$5,601
0.4% of portfolio
|
3
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WCN WM RSG 3 stocks |
$4,767
0.34% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
IBKR GS MS SCHW 4 stocks |
$4,402
0.31% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
DLR EQIX AMT CCI 4 stocks |
$4,400
0.31% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO DHR IQV 3 stocks |
$4,046
0.29% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$3,701
0.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$3,547
0.25% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$3,497
0.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ CMCSA T 3 stocks |
$3,375
0.24% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
STX HPQ 2 stocks |
$3,351
0.24% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
NSC CSX UNP 3 stocks |
$3,176
0.23% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$3,137
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$3,082
0.22% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT KLAC ASML TER 4 stocks |
$2,999
0.21% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI ELV CVS HUM 5 stocks |
$2,746
0.19% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA 1 stocks |
$2,656
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ HSY 2 stocks |
$2,374
0.17% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM 2 stocks |
$2,337
0.17% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG BDX ATR 3 stocks |
$2,145
0.15% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MCO CME ICE SPGI 4 stocks |
$2,089
0.15% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS SJM 2 stocks |
$2,049
0.15% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS NBIX 2 stocks |
$1,872
0.13% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
AZO TSCO GPC ORLY 4 stocks |
$1,615
0.11% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Consumer Packaged Goods | Consumer Defensive
BUFF 1 stocks |
$1,455
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
EFX 1 stocks |
$1,187
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG O 2 stocks |
$1,134
0.08% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT AYI 2 stocks |
$1,127
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD ALB 2 stocks |
$1,041
0.07% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
GPN CTAS 2 stocks |
$918
0.07% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX VLO MPC 3 stocks |
$913
0.06% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX 1 stocks |
$889
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON MMC 2 stocks |
$883
0.06% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
USLM VMC CRH.L 3 stocks |
$872
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
CAH MCK 2 stocks |
$781
0.06% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB FTI 2 stocks |
$771
0.05% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
FIX 1 stocks |
$730
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW APH 2 stocks |
$714
0.05% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
$679
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Pollution & Treatment Controls | Industrials
FSS 1 stocks |
$672
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
CCL BKNG 2 stocks |
$633
0.04% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX UPS 2 stocks |
$626
0.04% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$595
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP 1 stocks |
$568
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CARR 1 stocks |
$548
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$462
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
HAS 1 stocks |
$404
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$397
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$388
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
AEM 1 stocks |
$351
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
MSA 1 stocks |
$272
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$268
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
WSO 1 stocks |
$243
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
DHI 1 stocks |
$233
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
EQR 1 stocks |
$221
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$212
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|