Sound View Wealth Advisors Group, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 9, 2024), Sound View Wealth Advisors Group, LLC reported 371 stock positions worth $938.2 million. Its top holding was Apple (AAPL) at 4.3% of the portfolio, followed by Microsoft (MSFT, 3.5%) and iShares Ibonds Dec 2025 Term (IBDQ, 2.7%). Compared with Q4 2023, it opened 12 new positions, sold out of 26, added to 64 and reduced 266. The biggest buy was FT Vest Lad Buffervetf-Usd I (BUFR, shares +677%) and the biggest sale Apple (AAPL, shares −16%).
- Most Recent 13F
- Q2 2026
- Location
- SAVANNAH, GA
- CIK
- 0001784777
- Portfolio Value
- $938.2M (Q1 2024)
- SEC Filing
- 0001765380-24-000206 ↗ filed May 9, 2024
Holdings Value
Holdings 371 stocks · $938.2M
| AAPL Apple Inc. | 4.33% | 236,724 | $40.6M | Reduce -15.6% |
| MSFT Microsoft Corp. | 3.47% | 77,446 | $32.6M | Reduce -8.4% |
| IBDQ iShares Ibonds Dec 2025 Term | 2.66% | 1,005,183 | $24.9M | Add +19.7% |
| IBDR iShares Ibonds Dec 2026 Term | 2.23% | 878,432 | $21.0M | Reduce -2.3% |
| LLY Eli Lilly & Co. | 2.23% | 26,919 | $20.9M | Reduce -0.8% |
| SCHX Schwab US Large-Cap ETF | 2.13% | 322,145 | $20.0M | Reduce -1.6% |
| IBDP iShares Ibonds Dec 2024 Term | 2.08% | 778,378 | $19.5M | Reduce -3.5% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 1.88% | 742,378 | $17.7M | Reduce -0.5% |
| NVDA Nvidia Corp. | 1.77% | 18,391 | $16.6M | Reduce -10.9% |
| SCHD Schwab US DVD Equity ETF | 1.72% | 200,637 | $16.2M | Reduce -7.7% |
| VIG Vanguard Dividend Apprec ETF | 1.67% | 85,667 | $15.6M | Reduce -5.4% |
| IBDT iShares Ibonds Dec 2028 ETF | 1.61% | 607,050 | $15.1M | Reduce -1.0% |
| BUFR FT Vest Lad Buffervetf-Usd I | 1.53% | 512,622 | $14.3M | Add +676.6% |
| VOO Vanguard S&P 500 ETF | 1.52% | 29,695 | $14.3M | Reduce -6.8% |
| PG The Procter & Gamble Co. | 1.45% | 83,560 | $13.6M | Reduce -6.2% |
| AMZN Amazon.com Inc. | 1.38% | 71,700 | $12.9M | Reduce -11.0% |
| VTI VG Morningstar TS MKT ETF-US | 1.34% | 48,213 | $12.5M | Add +45.3% |
| JNJ Johnson & Johnson | 1.32% | 78,323 | $12.4M | Reduce -2.0% |
| VGT Vanguard Info Tech ETF | 1.28% | 22,924 | $12.0M | Reduce -7.6% |
| HD Home Depot Inc. | 1.25% | 30,454 | $11.7M | Reduce -10.4% |
| JPM JPMorgan Chase & Co. | 1.20% | 56,403 | $11.3M | Reduce -10.4% |
| QQQ Invesco QQQ Trust Series 1 | 1.17% | 24,615 | $10.9M | Reduce -10.7% |
| DGRO iShares Core Dividend Growth | 1.13% | 182,944 | $10.6M | Reduce -10.6% |
| IBDU iShares Ibonds Dec 2029 Term | 1.06% | 436,591 | $10.0M | Add +37.0% |
| ABBV Abbvie Inc. | 1.05% | 54,242 | $9.9M | Reduce -4.3% |
| SPHQ Invesco S&P 500 Quality ETF | 1.02% | 158,285 | $9.6M | Reduce -4.2% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.98% | 431,141 | $9.2M | Add +28.0% |
| GOOG Alphabet Inc. Class C | 0.97% | 59,620 | $9.1M | Reduce -7.2% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.95% | 436,597 | $8.9M | Add +29.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.92% | 21,788 | $8.7M | Reduce -4.8% |
| IBTE iShares Ibonds Dec 2024 Term | 0.89% | 346,871 | $8.3M | Add +2.2% |
| KO The Coca-Cola Co. | 0.82% | 125,098 | $7.7M | Reduce -2.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.81% | 14,546 | $7.6M | Add +44.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.79% | 17,617 | $7.4M | Reduce -7.6% |
| AMGN Amgen Inc. | 0.78% | 25,712 | $7.3M | Reduce -11.5% |
| EPD Enterprise Products Partners | 0.77% | 248,462 | $7.3M | Add +0.3% |
| MCD McDonald's Corp. | 0.77% | 25,532 | $7.2M | Reduce -2.5% |
| IWF iShares Russell 1000 Growth | 0.74% | 20,581 | $6.9M | Reduce -10.9% |
| AVGO Broadcom Inc. | 0.73% | 5,138 | $6.8M | Reduce -10.3% |
| BND Vanguard Total Bond Market | 0.69% | 89,439 | $6.5M | Add +1124.5% |
| SO The Southern Co. | 0.69% | 89,748 | $6.4M | Reduce -3.0% |
| MRK Merck & Co. Inc. | 0.68% | 48,378 | $6.4M | Reduce -5.7% |
| TSLA Tesla Inc. | 0.68% | 36,136 | $6.4M | Reduce -2.1% |
| CVX Chevron Corp. | 0.63% | 37,240 | $5.9M | Reduce -2.4% |
| VYM Vanguard High DVD Yield ETF | 0.61% | 47,459 | $5.7M | Reduce -3.3% |
| XOM Exxon Mobil Corp. | 0.61% | 49,159 | $5.7M | Reduce -8.2% |
| V Visa Inc. Class A | 0.59% | 19,976 | $5.6M | Reduce -13.7% |
| WMT Walmart Inc. | 0.54% | 83,746 | $5.0M | Reduce -12.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.54% | 26,290 | $5.0M | Reduce -0.5% |
| GOOGL Alphabet Inc. Class A | 0.53% | 33,246 | $5.0M | Reduce -3.0% |
| PEP Pepsico Inc. | 0.53% | 28,652 | $5.0M | Reduce -7.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.50% | 28,736 | $4.7M | Reduce -5.6% |
| XLK SS Technology Select Sector | 0.50% | 22,313 | $4.6M | Reduce -14.9% |
| IWR iShares Russell Mid-Cap ETF | 0.49% | 54,841 | $4.6M | Reduce -4.2% |
| EMR Emerson Electric Co. | 0.48% | 39,865 | $4.5M | Reduce -2.2% |
| XLV SS Health Care Select Sector | 0.47% | 29,663 | $4.4M | Reduce -15.8% |
| COST Costco Wholesale Corp. | 0.41% | 5,293 | $3.9M | Reduce -5.6% |
| KMB Kimberly-Clark Corp. | 0.41% | 29,811 | $3.9M | Reduce -3.9% |
| META Meta Platforms Inc. Class A | 0.40% | 7,646 | $3.7M | Reduce -11.1% |
| QCOM Qualcomm Inc. | 0.39% | 21,689 | $3.7M | Reduce -2.3% |
| VHT Vanguard Health Care ETF | 0.38% | 13,326 | $3.6M | Reduce -8.4% |
| CAT Caterpillar Inc. | 0.37% | 9,478 | $3.5M | Reduce -7.7% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.36% | 72,093 | $3.4M | Reduce -9.3% |
| GD General Dynamics Corp. | 0.36% | 12,097 | $3.4M | Reduce -16.2% |
| PFE Pfizer Inc. | 0.36% | 121,223 | $3.4M | Reduce -4.9% |
| VZ Verizon Communications Inc. | 0.33% | 73,585 | $3.1M | Reduce -5.5% |
| UNH Unitedhealth Group Inc. | 0.33% | 6,241 | $3.1M | Add +0.2% |
| AFL Aflac Inc. | 0.33% | 35,660 | $3.1M | Reduce -6.5% |
| INTC Intel Corp. | 0.32% | 68,192 | $3.0M | Reduce -3.0% |
| IBMO iShares Ibonds Dec 2026 Term | 0.32% | 117,989 | $3.0M | Reduce -4.8% |
| IBMN iShares Ibonds Dec 2025 Term | 0.32% | 112,771 | $3.0M | Reduce -4.8% |
| NEE Nextera Energy Inc. | 0.32% | 46,246 | $3.0M | Reduce -15.2% |
| BMY Bristol-Myers Squibb Co. | 0.31% | 54,415 | $3.0M | Add +9.5% |
| AGG iShares Core U.S. Aggregate | 0.31% | 30,000 | $2.9M | Reduce -8.6% |
| AXP American Express Co. | 0.31% | 12,765 | $2.9M | Reduce -13.2% |
| CRM Salesforce Inc. | 0.30% | 9,386 | $2.8M | Add +19.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.30% | 8,164 | $2.8M | Reduce -18.6% |
| PFF iShares Preferred & Income S | 0.30% | 86,235 | $2.8M | Reduce -3.1% |
| IBMM iShares Ibonds Dec 2024 Term | 0.29% | 106,390 | $2.8M | Reduce -6.0% |
| MDT Medtronic PLC | 0.29% | 31,540 | $2.7M | Add +3.7% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.29% | 30,873 | $2.7M | Reduce -3.2% |
| FITB Fifth Third Bancorp | 0.29% | 72,617 | $2.7M | Add +75.9% |
| GIS General Mills Inc. | 0.29% | 38,316 | $2.7M | Reduce -1.7% |
| IBMP iShares Ibonds Dec 2027 Term | 0.28% | 105,501 | $2.7M | Reduce -4.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.28% | 69,777 | $2.6M | Add +14.9% |
| CMCSA Comcast Corp. Class A | 0.28% | 61,021 | $2.6M | Add +5.1% |
| ABT Abbott Laboratories | 0.28% | 23,247 | $2.6M | Reduce -7.6% |
| ORCL Oracle Corp. | 0.27% | 20,363 | $2.6M | Reduce -9.9% |
| IWB iShares Russell 1000 ETF | 0.27% | 8,822 | $2.5M | Reduce -13.9% |
| ADP Automatic Data Processing | 0.27% | 10,064 | $2.5M | Reduce -1.4% |
| DNP DNP Select Income Fund Inc. | 0.27% | 274,344 | $2.5M | Reduce -2.5% |
| GLD SPDR Gold Shares | 0.26% | 11,905 | $2.4M | Reduce -1.3% |
| TXN Texas Instruments Inc. | 0.26% | 13,897 | $2.4M | Reduce -29.4% |
| NOBL Proshares S&P 500 Dividend A | 0.25% | 23,513 | $2.4M | Reduce -9.4% |
| TMO Thermo Fisher Scientific Inc. | 0.25% | 4,074 | $2.4M | Reduce -8.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.25% | 9,447 | $2.4M | Reduce -7.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.25% | 46,013 | $2.4M | Add +593.1% |
| DLR Digital Realty Trust Inc. | 0.25% | 16,082 | $2.3M | Reduce -7.1% |
| ITW Illinois Tool Works | 0.25% | 8,616 | $2.3M | Reduce -0.4% |
| KMI Kinder Morgan Inc. | 0.24% | 123,999 | $2.3M | Reduce -8.0% |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -15.6% | 4.33% | −1.63 |
| TSLA Tesla Inc. | Reduce -2.1% | 0.68% | −0.33 |
| BUFF Innovator Laddered Allocatio | Reduce -68.2% | 0.15% | −0.32 |
| PM Philip Morris International | Reduce -56.1% | 0.19% | −0.27 |
| MDLZ Mondelez International Inc. Class A | Reduce -67.6% | 0.08% | −0.18 |
| MO Altria Group Inc. | Reduce -50.7% | 0.18% | −0.17 |
| LOW Lowe's Cos Inc. | Reduce -53.5% | 0.17% | −0.16 |
| AMGN Amgen Inc. | Reduce -11.5% | 0.78% | −0.14 |
| IBDP iShares Ibonds Dec 2024 Term | Reduce -3.5% | 2.08% | −0.14 |
| IBDR iShares Ibonds Dec 2026 Term | Reduce -2.3% | 2.23% | −0.14 |
| KHC The Kraft Heinz Co. | Reduce -76.6% | 0.04% | −0.13 |
| TXN Texas Instruments Inc. | Reduce -29.4% | 0.26% | −0.11 |
| SCHD Schwab US DVD Equity ETF | Reduce -7.7% | 1.72% | −0.10 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -32.5% | 0.23% | −0.10 |
| MCD McDonald's Corp. | Reduce -2.5% | 0.77% | −0.09 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Reduce -0.5% | 1.88% | −0.09 |
| IBDT iShares Ibonds Dec 2028 ETF | Reduce -1.0% | 1.61% | −0.09 |
| DGRO iShares Core Dividend Growth | Reduce -10.6% | 1.13% | −0.08 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -10.7% | 1.17% | −0.08 |
| BYRN Byrna Technologies Inc. | Sold out | 0.00% | −0.08 |
| NSC Norfolk Southern Corp. | Reduce -44.1% | 0.10% | −0.07 |
| V Visa Inc. Class A | Reduce -13.7% | 0.59% | −0.07 |
| INTC Intel Corp. | Reduce -3.0% | 0.32% | −0.07 |
| XLV SS Health Care Select Sector | Reduce -15.8% | 0.47% | −0.06 |
| JNJ Johnson & Johnson | Reduce -2.0% | 1.32% | −0.06 |
| XLK SS Technology Select Sector | Reduce -14.9% | 0.50% | −0.06 |
| IHE iShares US Pharmaceuticals E | Sold out | 0.00% | −0.06 |
| HD Home Depot Inc. | Reduce -10.4% | 1.25% | −0.05 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -9.3% | 0.36% | −0.05 |
| PPL PPL Corp. | Reduce -45.2% | 0.06% | −0.05 |
| NEE Nextera Energy Inc. | Reduce -15.2% | 0.32% | −0.05 |
| GD General Dynamics Corp. | Reduce -16.2% | 0.36% | −0.05 |
| MAR Marriott International Class A | Sold out | 0.00% | −0.05 |
| WCN Waste Connections Inc. | Reduce -40.6% | 0.09% | −0.05 |
| AGG iShares Core U.S. Aggregate | Reduce -8.6% | 0.31% | −0.05 |
| PFE Pfizer Inc. | Reduce -4.9% | 0.36% | −0.05 |
| TSCO Tractor Supply Company | Reduce -53.0% | 0.06% | −0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -18.6% | 0.30% | −0.04 |
| PEP Pepsico Inc. | Reduce -7.2% | 0.53% | −0.04 |
| HCA HCA Healthcare Inc. | Reduce -32.1% | 0.18% | −0.04 |
| VGT Vanguard Info Tech ETF | Reduce -7.6% | 1.28% | −0.04 |
| ROK Rockwell Automation Inc. | Reduce -11.3% | 0.17% | −0.04 |
| EFX Equifax Inc. | Reduce -25.3% | 0.13% | −0.04 |
| AON Aon PLC Class A | Reduce -39.3% | 0.07% | −0.04 |
| PDEC Innovator U.S. Equity Power | Reduce -46.2% | 0.04% | −0.04 |
| XLP SS Consumer Staples Sel Sect | Reduce -15.2% | 0.24% | −0.04 |
| VIG Vanguard Dividend Apprec ETF | Reduce -5.4% | 1.67% | −0.04 |
| AIG American International Group | Sold out | 0.00% | −0.03 |
| BIIB Biogen Inc. | Sold out | 0.00% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -10.9% | 0.74% | −0.03 |
Portfolio Buys Q4 2023 → Q1 2024
| BUFR FT Vest Lad Buffervetf-Usd I | Add +676.6% | 1.53% | +1.33 |
| BND Vanguard Total Bond Market | Add +1124.5% | 0.69% | +0.63 |
| VTI VG Morningstar TS MKT ETF-US | Add +45.3% | 1.34% | +0.47 |
| IBDQ iShares Ibonds Dec 2025 Term | Add +19.7% | 2.66% | +0.37 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +44.4% | 0.81% | +0.28 |
| IBDU iShares Ibonds Dec 2029 Term | Add +37.0% | 1.06% | +0.25 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +593.1% | 0.25% | +0.21 |
| ED Consolidated Edison Inc. | New | 0.19% | +0.19 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +29.9% | 0.95% | +0.18 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +28.0% | 0.98% | +0.18 |
| FITB Fifth Third Bancorp | Add +75.9% | 0.29% | +0.13 |
| IEF iShares 7-10 Year Treasury B | Add +346.0% | 0.14% | +0.10 |
| CRM Salesforce Inc. | Add +19.3% | 0.30% | +0.07 |
| DHI D.R. Horton Inc. | New | 0.07% | +0.07 |
| MGA Magna International Inc. | Add +91.9% | 0.15% | +0.06 |
| PFG Principal Financial Group | Add +49.7% | 0.16% | +0.06 |
| BAC Bank of America Corp. | Add +14.9% | 0.28% | +0.06 |
| PGR Progressive Corp. | Add +6.0% | 0.22% | +0.05 |
| EPD Enterprise Products Partners | Add +0.3% | 0.77% | +0.05 |
| DVY iShares Select Dividend ETF | Add +38.2% | 0.14% | +0.04 |
| IBIT iShares Bitcoin Trust ETF | New | 0.04% | +0.04 |
| CRH CRH PLC | New | 0.03% | +0.03 |
| BMY Bristol-Myers Squibb Co. | Add +9.5% | 0.31% | +0.03 |
| WMB Williams Cos Inc. | Add +6.1% | 0.22% | +0.03 |
| EQIX Equinix Inc. | Add +18.9% | 0.19% | +0.03 |
| COWZ Pacer US Cash Cows 100 ETF | New | 0.03% | +0.03 |
| COP Conocophillips | Add +45.9% | 0.07% | +0.03 |
| NVT Nvent Electric PLC | New | 0.02% | +0.02 |
| CE Celanese Corp. | New | 0.02% | +0.02 |
| HACK Amplify Cybersecurity ETF | New | 0.02% | +0.02 |
| GLW Corning Inc. | New | 0.02% | +0.02 |
| FIS Fidelity National Info Serv | New | 0.02% | +0.02 |
| AAON Aaon Inc. | New | 0.02% | +0.02 |
| CBZ Cbiz Inc. | New | 0.02% | +0.02 |
| TJX TJX Companies Inc. | Add +18.1% | 0.11% | +0.02 |
| CME Cme Group Inc. | Add +16.4% | 0.15% | +0.02 |
| MOAT Vaneck Morningstar Wide Moat | Add +71.3% | 0.05% | +0.02 |
| ZTS Zoetis Inc. | Add +33.8% | 0.20% | +0.02 |
| MDT Medtronic PLC | Add +3.7% | 0.29% | +0.02 |
| FIX Comfort Systems USA Inc. | Add +0.5% | 0.05% | +0.02 |
| TMFC Motley Fool 100 Index ETF | Add +25.5% | 0.05% | +0.01 |
| F Ford Motor Co. | Add +20.5% | 0.05% | +0.01 |
| CCI Crown Castle Inc. | Add +23.5% | 0.12% | +0.01 |
| INTU Intuit Inc. | Add +4.3% | 0.22% | +0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +10.0% | 0.04% | +0.01 |
| T AT&T Inc. | Add +22.8% | 0.05% | +0.01 |
| VIGI Vanguard Int Div App Indx FD | Add +7.2% | 0.11% | +0.01 |
| FCX Freeport-McMoran Inc. | Add +13.6% | 0.04% | +0.01 |
| IGM iShares Expanded Tech Sector | Add +0.2% | 0.06% | +0.01 |
| PEG Public Service Enterprise GP | Add +0.7% | 0.10% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 440 | $1.6B | AAPL, IBDS, NVDA, IBDU, IBDT |
| Q1 2026 | 422 | $1.5B | AAPL, IBDS, IBDR, IBDU, NVDA |
| Q4 2025 | 416 | $1.5B | AAPL, IBDR, IBDS, MSFT, NVDA |
| Q3 2025 | 422 | $1.5B | AAPL, MSFT, IBDR, NVDA, IBDQ |
| Q2 2025 | 423 | $1.4B | AAPL, MSFT, IBDQ, IBDR, NVDA |
| Q1 2025 | 406 | $1.2B | AAPL, IBDQ, MSFT, IBDR, IBDS |
| Q4 2024 | 415 | $1.2B | AAPL, IBDQ, MSFT, IBDR, NVDA |
| Q3 2024 | 407 | $1.2B | AAPL, IBDQ, MSFT, IBDR, NVDA |
| Q2 2024 | 358 | $970.2M | AAPL, MSFT, IBDQ, LLY, NVDA |
| Q1 2024 | 371 | $938.2M | AAPL, MSFT, IBDQ, IBDR, LLY |