Sound View Wealth Advisors Group, LLC Portfolio Holdings by Sector
Sound View Wealth Advisors Group, LLC
- $1.34 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IBDQ IBDR IBDS IBDT BUFR SCHX IBDU VOO 118 stocks |
$561,833
43.31% of portfolio
|
56
|
46
|
4
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY BMY JNJ ABBV AMGN MRK AZN GILD 11 stocks |
$75,552
5.82% of portfolio
|
7
|
4
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO QCOM TXN MRVL MU NXPI TSM 11 stocks |
$69,665
5.37% of portfolio
|
7
|
4
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$60,270
4.65% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL PANW CCCS CRWD PLTR ADBE 7 stocks |
$56,336
4.34% of portfolio
|
4
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META GOOGL Z ZG DASH SPOT 7 stocks |
$37,661
2.9% of portfolio
|
6
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO NEE ED DUK AEP XEL PEG WEC 13 stocks |
$26,102
2.01% of portfolio
|
7
|
5
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC C TD 5 stocks |
$25,150
1.94% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$23,506
1.81% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$19,713
1.52% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG KMB CL UL 4 stocks |
$18,797
1.45% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX GD BYRN LMT NOC CW WWD HII 10 stocks |
$17,648
1.36% of portfolio
|
7
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD KMI WMB ET OKE TRGP DTM ENB 8 stocks |
$16,661
1.28% of portfolio
|
3
|
5
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$16,001
1.23% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST TGT 3 stocks |
$15,731
1.21% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$13,911
1.07% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V AXP MA COF PYPL 5 stocks |
$13,341
1.03% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA RACE F STLA 4 stocks |
$12,831
0.99% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$12,202
0.94% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO BTI 3 stocks |
$12,183
0.94% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A SLF AIG 4 stocks |
$11,439
0.88% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK ABT MDT ZBH EW BSX BFLY 7 stocks |
$11,017
0.85% of portfolio
|
5
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
EMR ITW ETN GE OTIS CMI ROK 7 stocks |
$10,877
0.84% of portfolio
|
4
|
3
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN BR KD CDW 5 stocks |
$10,506
0.81% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR WRB TRV CB ALL 5 stocks |
$9,258
0.71% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM WDAY NOW SHOP INTU CDNS DDOG UBER 13 stocks |
$8,361
0.64% of portfolio
|
8
|
5
|
4
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
FITB TFC PRK PNC USB MTB SNV 7 stocks |
$8,238
0.64% of portfolio
|
1
|
5
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD DRI YUM CMG 4 stocks |
$7,856
0.61% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
DNP BX TPG UTG PFG PHYS BK MAIN 14 stocks |
$7,431
0.57% of portfolio
|
5
|
6
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL MET LNC 3 stocks |
$7,101
0.55% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$6,107
0.47% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
DLR EQIX AMT CCI WY 5 stocks |
$5,403
0.42% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WCN WM RSG 3 stocks |
$5,113
0.39% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ CMCSA T 3 stocks |
$4,728
0.36% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$4,563
0.35% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX REGN JAZZ KRYS ARGX SRPT 6 stocks |
$4,546
0.35% of portfolio
|
6
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$4,061
0.31% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
IBKR GS MS SCHW 4 stocks |
$3,563
0.27% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$3,226
0.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO DHR IQV 3 stocks |
$3,147
0.24% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
NSC UNP CSX 3 stocks |
$3,099
0.24% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM 2 stocks |
$2,898
0.22% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ HSY 2 stocks |
$2,756
0.21% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC AMAT ASML 3 stocks |
$2,713
0.21% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$2,669
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI ELV HUM CVS 5 stocks |
$2,654
0.2% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS SJM KHC 3 stocks |
$2,653
0.2% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG BDX BAX ATR 4 stocks |
$2,492
0.19% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MCO CME ICE SPGI 4 stocks |
$2,399
0.18% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$2,185
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA 1 stocks |
$2,163
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
STX HPQ 2 stocks |
$2,074
0.16% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS NBIX 2 stocks |
$2,043
0.16% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Packaged Goods | Consumer Defensive
BUFF 1 stocks |
$1,427
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
TSCO AZO GPC 3 stocks |
$1,412
0.11% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD SHW 2 stocks |
$1,203
0.09% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CARR TT 2 stocks |
$1,180
0.09% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT AYI 2 stocks |
$1,114
0.09% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
EFX 1 stocks |
$1,080
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG O 2 stocks |
$1,047
0.08% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX 1 stocks |
$1,043
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
GPN CTAS 2 stocks |
$1,037
0.08% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
$1,009
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Integrated Freight & Logistics | Industrials
UPS FDX 2 stocks |
$779
0.06% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX MPC VLO 3 stocks |
$777
0.06% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
USLM VMC CRH.L 3 stocks |
$754
0.06% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
CCL BKNG 2 stocks |
$743
0.06% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
CAH MCK 2 stocks |
$688
0.05% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON 1 stocks |
$686
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Pollution & Treatment Controls | Industrials
FSS 1 stocks |
$653
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP EOG 2 stocks |
$604
0.05% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$569
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
FIX 1 stocks |
$502
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB 1 stocks |
$454
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$445
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$442
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$400
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
HAS 1 stocks |
$356
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
DHI 1 stocks |
$337
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW 1 stocks |
$321
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
WSO 1 stocks |
$308
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
MSA 1 stocks |
$293
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$274
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
FNF 1 stocks |
$260
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
EQR 1 stocks |
$251
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$225
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$208
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|