Sound View Wealth Advisors Group, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Sound View Wealth Advisors Group, LLC reported 407 stock positions worth $1.2 billion. Its top holding was Apple (AAPL) at 5.9% of the portfolio, followed by iShares Ibonds Dec 2025 Term (IBDQ, 3.3%) and Microsoft (MSFT, 3.1%). Compared with Q2 2024, it opened 56 new positions, sold out of 7, added to 288 and reduced 42. The biggest buy was Apple (AAPL, shares +35%) and the biggest sale Vanguard Total Bond Market (BND, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- SAVANNAH, GA
- CIK
- 0001784777
- Portfolio Value
- $1.2B (Q3 2024)
- SEC Filing
- 0001765380-24-000421 ↗ filed Nov 12, 2024
Holdings Value
Holdings 407 stocks · $1.2B
| AAPL Apple Inc. | 5.87% | 308,775 | $71.9M | Add +35.1% |
| IBDQ iShares Ibonds Dec 2025 Term | 3.28% | 1,599,171 | $40.1M | Add +51.0% |
| MSFT Microsoft Corp. | 3.06% | 86,981 | $37.4M | Add +12.6% |
| IBDR iShares Ibonds Dec 2026 Term | 2.38% | 1,198,154 | $29.1M | Add +27.1% |
| NVDA Nvidia Corp. | 2.14% | 215,789 | $26.2M | Add +17.0% |
| LLY Eli Lilly & Co. | 1.99% | 27,564 | $24.4M | Add +3.5% |
| IBDP iShares Ibonds Dec 2024 Term | 1.96% | 950,120 | $24.0M | Add +18.1% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 1.91% | 961,816 | $23.4M | Add +25.8% |
| BUFR FT Vest Lad Buffervetf-Usd I | 1.88% | 772,233 | $23.1M | Add +30.3% |
| SCHX Schwab US Large-Cap ETF | 1.85% | 334,004 | $22.7M | Add +6.7% |
| VTI VG Morningstar TS MKT ETF-US | 1.69% | 73,321 | $20.8M | Add +40.4% |
| IBDT iShares Ibonds Dec 2028 ETF | 1.68% | 806,748 | $20.6M | Add +25.0% |
| VOO Vanguard S&P 500 ETF | 1.67% | 38,713 | $20.4M | Add +19.4% |
| VIG Vanguard Dividend Apprec ETF | 1.48% | 91,709 | $18.2M | Add +8.4% |
| SCHD Schwab US DVD Equity ETF | 1.38% | 199,522 | $16.9M | Add +10.4% |
| AMZN Amazon.com Inc. | 1.33% | 87,224 | $16.3M | Add +22.4% |
| IBDU iShares Ibonds Dec 2029 Term | 1.30% | 676,437 | $15.9M | Add +34.5% |
| VGT Vanguard Info Tech ETF | 1.29% | 26,968 | $15.8M | Add +16.3% |
| PG The Procter & Gamble Co. | 1.26% | 89,396 | $15.5M | Add +8.8% |
| QQQ Invesco QQQ Trust Series 1 | 1.23% | 30,786 | $15.0M | Add +26.4% |
| IBDV iShares Ibonds Dec 2030 Corp. | 1.17% | 646,385 | $14.3M | Add +30.7% |
| SPHQ Invesco S&P 500 Quality ETF | 1.13% | 205,749 | $13.8M | Add +16.5% |
| IBDW iShares Ibonds Dec 2031 Corp. | 1.13% | 651,055 | $13.8M | Add +29.4% |
| HD Home Depot Inc. | 1.12% | 33,998 | $13.8M | Add +9.7% |
| JPM JPMorgan Chase & Co. | 1.10% | 63,751 | $13.4M | Add +13.6% |
| JNJ Johnson & Johnson | 1.08% | 81,374 | $13.2M | Add +4.4% |
| TSLA Tesla Inc. | 0.93% | 43,512 | $11.4M | Add +20.8% |
| ABBV Abbvie Inc. | 0.92% | 57,376 | $11.3M | Add +6.2% |
| DGRO iShares Core Dividend Growth | 0.89% | 174,283 | $10.9M | Add +9.9% |
| GOOG Alphabet Inc. Class C | 0.89% | 65,226 | $10.9M | Add +11.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.86% | 24,835 | $10.5M | Add +11.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.83% | 17,827 | $10.2M | Add +20.5% |
| IBTE iShares Ibonds Dec 2024 Term | 0.83% | 424,207 | $10.2M | Add +14.4% |
| AMGN Amgen Inc. | 0.75% | 28,364 | $9.1M | Add +12.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.72% | 19,165 | $8.8M | Add +9.7% |
| MCD McDonald's Corp. | 0.71% | 28,591 | $8.7M | Add +10.9% |
| AVGO Broadcom Inc. | 0.70% | 49,861 | $8.6M | Add +9.5% |
| IWF iShares Russell 1000 Growth | 0.69% | 22,590 | $8.5M | Add +19.4% |
| KO The Coca-Cola Co. | 0.69% | 116,788 | $8.4M | Add +3.6% |
| SO The Southern Co. | 0.68% | 91,922 | $8.3M | Add +5.3% |
| XLK SS Technology Select Sector | 0.68% | 36,718 | $8.3M | Add +46.4% |
| XOM Exxon Mobil Corp. | 0.64% | 67,028 | $7.9M | Add +11.9% |
| WMT Walmart Inc. | 0.63% | 96,187 | $7.8M | Add +15.5% |
| VYM Vanguard High DVD Yield ETF | 0.63% | 60,529 | $7.8M | Add +17.7% |
| EPD Enterprise Products Partners | 0.59% | 250,262 | $7.3M | Add +0.7% |
| XLV SS Health Care Select Sector | 0.56% | 44,765 | $6.9M | Add +47.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.56% | 30,792 | $6.8M | Add +15.2% |
| BND Vanguard Total Bond Market | 0.55% | 89,105 | $6.7M | Reduce -0.0% |
| GOOGL Alphabet Inc. Class A | 0.55% | 40,277 | $6.7M | Add +17.0% |
| V Visa Inc. Class A | 0.53% | 23,464 | $6.5M | Add +13.5% |
| CVX Chevron Corp. | 0.50% | 41,210 | $6.1M | Add +9.6% |
| MRK Merck & Co. Inc. | 0.48% | 51,610 | $5.9M | Add +6.4% |
| META Meta Platforms Inc. Class A | 0.48% | 10,235 | $5.9M | Add +28.3% |
| IWR iShares Russell Mid-Cap ETF | 0.45% | 63,229 | $5.6M | Add +14.2% |
| PM Philip Morris International | 0.44% | 44,821 | $5.4M | Add +118.3% |
| COST Costco Wholesale Corp. | 0.44% | 6,107 | $5.4M | Add +17.1% |
| PEP Pepsico Inc. | 0.43% | 31,311 | $5.3M | Add +9.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.42% | 29,319 | $5.1M | Add +4.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.41% | 61,643 | $5.0M | Add +70.4% |
| EMR Emerson Electric Co. | 0.36% | 40,811 | $4.5M | Add +2.4% |
| CAT Caterpillar Inc. | 0.36% | 11,408 | $4.5M | Add +16.9% |
| VHT Vanguard Health Care ETF | 0.36% | 15,792 | $4.5M | Add +16.4% |
| XLP SS Consumer Staples Sel Sect | 0.36% | 53,229 | $4.4M | Add +64.4% |
| AXP American Express Co. | 0.35% | 15,805 | $4.3M | Add +24.5% |
| UNH Unitedhealth Group Inc. | 0.35% | 7,298 | $4.3M | Add +15.5% |
| KMB Kimberly-Clark Corp. | 0.35% | 29,860 | $4.2M | Add +3.4% |
| IWB iShares Russell 1000 ETF | 0.34% | 13,252 | $4.2M | Add +41.8% |
| AFL Aflac Inc. | 0.33% | 36,071 | $4.0M | Add +0.9% |
| AGG iShares Core U.S. Aggregate | 0.33% | 39,575 | $4.0M | Add +24.0% |
| PFE Pfizer Inc. | 0.32% | 137,132 | $4.0M | Add +12.0% |
| NEE Nextera Energy Inc. | 0.32% | 46,288 | $3.9M | Add +4.1% |
| GD General Dynamics Corp. | 0.32% | 12,903 | $3.9M | Add +13.1% |
| ORCL Oracle Corp. | 0.32% | 22,778 | $3.9M | Add +11.0% |
| LOW Lowe's Cos Inc. | 0.32% | 14,323 | $3.9M | Add +128.2% |
| QCOM Qualcomm Inc. | 0.32% | 22,798 | $3.9M | Add +6.5% |
| FITB Fifth Third Bancorp | 0.32% | 90,462 | $3.9M | Add +22.7% |
| MO Altria Group Inc. | 0.31% | 73,553 | $3.8M | Add +100.9% |
| IBMO iShares Ibonds Dec 2026 Term | 0.30% | 141,144 | $3.6M | Add +4.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.29% | 9,385 | $3.6M | Add +12.9% |
| IBMN iShares Ibonds Dec 2025 Term | 0.29% | 134,554 | $3.6M | Add +3.8% |
| BMY Bristol-Myers Squibb Co. | 0.28% | 66,527 | $3.4M | Add +8.1% |
| CRM Salesforce Inc. | 0.28% | 12,486 | $3.4M | Add +26.0% |
| IBMM iShares Ibonds Dec 2024 Term | 0.27% | 125,369 | $3.3M | Add +2.9% |
| WMB Williams Cos Inc. | 0.26% | 70,606 | $3.2M | Add +26.9% |
| IVV iShares Core S&P 500 ETF | 0.26% | 5,556 | $3.2M | Add +63.1% |
| CMCSA Comcast Corp. Class A | 0.26% | 75,744 | $3.2M | Add +16.3% |
| TXN Texas Instruments Inc. | 0.26% | 15,187 | $3.1M | Add +14.3% |
| VZ Verizon Communications Inc. | 0.26% | 69,648 | $3.1M | Add +4.9% |
| ABT Abbott Laboratories | 0.25% | 27,243 | $3.1M | Add +17.1% |
| GLD SPDR Gold Shares | 0.25% | 12,653 | $3.1M | Add +3.0% |
| ZTS Zoetis Inc. | 0.25% | 15,677 | $3.1M | Add +24.6% |
| MDT Medtronic PLC | 0.25% | 33,763 | $3.0M | Add +7.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.25% | 17,958 | $3.0M | Add +67.7% |
| IWM iShares Russell 2000 ETF | 0.24% | 13,586 | $3.0M | Add +25.1% |
| KMI Kinder Morgan Inc. | 0.24% | 132,887 | $2.9M | Add +14.2% |
| RTX RTX Corp. | 0.24% | 24,211 | $2.9M | Add +11.0% |
| PGR Progressive Corp. | 0.24% | 11,474 | $2.9M | Add +15.1% |
| GIS General Mills Inc. | 0.23% | 38,486 | $2.8M | Add +1.6% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.23% | 57,763 | $2.8M | Add +3.8% |
| ADP Automatic Data Processing | 0.23% | 10,112 | $2.8M | Add +1.4% |
Portfolio Sells Q2 2024 → Q3 2024
| BND Vanguard Total Bond Market | Reduce -0.0% | 0.55% | −0.12 |
| INTC Intel Corp. | Reduce -11.3% | 0.11% | −0.09 |
| ESGU iShares ESG Aware MSCI USA | Reduce -57.5% | 0.03% | −0.05 |
| FHI Federated Hermes Inc. | Reduce -33.9% | 0.07% | −0.05 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -0.9% | 0.20% | −0.05 |
| PFF iShares Preferred & Income S | Reduce -2.9% | 0.20% | −0.05 |
| UPS United Parcel Service Class B | Reduce -36.6% | 0.04% | −0.04 |
| SCCO Southern Copper Corp. | Sold out | 0.00% | −0.03 |
| XJH Ishare ESG SS S&P Midcap ETF | Sold out | 0.00% | −0.03 |
| SUSA iShares ESG Optimized MSCI U | Reduce -35.8% | 0.03% | −0.03 |
| BUFG FT Vest Buffered Allocation | Sold out | 0.00% | −0.03 |
| ITW Illinois Tool Works | Reduce -0.4% | 0.18% | −0.03 |
| CME Cme Group Inc. | Reduce -30.4% | 0.04% | −0.03 |
| NVT Nvent Electric PLC | Sold out | 0.00% | −0.03 |
| BSEP Innovator U.S. Equity Buffer | Sold out | 0.00% | −0.02 |
| FCX Freeport-McMoran Inc. | Reduce -39.6% | 0.02% | −0.02 |
| BUFT FT Vest Buffered Allocation | Sold out | 0.00% | −0.02 |
| MUB iShares National Muni Bond E | Reduce -4.7% | 0.07% | −0.02 |
| ETN Eaton Corp. PLC | Reduce -2.4% | 0.10% | −0.02 |
| GVI iShares Intermediate Governm | Sold out | 0.00% | −0.02 |
| POCT Innovator U.S. Equity Power | Reduce -8.7% | 0.06% | −0.02 |
| IWP iShares Russell Mid-Cap Grow | Reduce -1.3% | 0.08% | −0.02 |
| PAPR Innovator U.S. Equity Power | Reduce -13.3% | 0.04% | −0.01 |
| UNP Union Pacific Corp. | Reduce -1.1% | 0.08% | −0.01 |
| SCHW Schwab (charles) Corp. | Reduce -13.2% | 0.02% | −0.01 |
| HSY The Hershey Co. | Reduce -0.0% | 0.06% | −0.01 |
| IWS iShares Russell Mid-Cap Valu | Reduce -0.4% | 0.08% | −0.01 |
| VDE Vanguard Energy ETF | Reduce -16.6% | 0.02% | −0.01 |
| EAGG iShares ESG Aware US Aggrega | Reduce -9.8% | 0.03% | −0.01 |
| CMG Chipotle Mexican Grill Inc. | Reduce -6.7% | 0.02% | −0.01 |
| PDEC Innovator U.S. Equity Power | Reduce -12.1% | 0.02% | −0.01 |
| TSCO Tractor Supply Company | Reduce -2.4% | 0.04% | −0.01 |
| VDC Vanguard Consumer Staple ETF | Reduce -15.1% | 0.02% | −0.01 |
| YUM Yum! Brands Inc. | Reduce -12.0% | 0.02% | −0.01 |
| USLM United States Lime & Mineral | Reduce -19.6% | 0.04% | −0.01 |
| RSG Republic Services Inc. | Reduce -0.1% | 0.03% | −0.01 |
| SJM The JM Smucker Co. | Reduce -1.3% | 0.04% | −0.01 |
| BDX Becton Dickinson and Co. | Reduce -3.6% | 0.02% | −0.01 |
| UTG Reaves Utility Income Fund | Reduce -7.1% | 0.04% | −0.01 |
| UL Unilever PLC | Reduce -6.5% | 0.04% | −0.01 |
| PEG Public Service Enterprise GP | Reduce -0.7% | 0.10% | −0.01 |
| SHOP Shopify Inc. Class A | Reduce -4.3% | 0.06% | −0.01 |
| NOC Northrop Grumman Corp. | Reduce -0.9% | 0.08% | −0.00 |
| VTWO Vanguard Russell 2000 ETF | Reduce -0.4% | 0.02% | −0.00 |
| BTZ BlackRock Credit Allocation | Reduce -4.9% | 0.01% | −0.00 |
| BTI British American Tob-SP ADR | Reduce -4.6% | 0.03% | −0.00 |
| MYI BlackRock Muniyield QLTY III | Reduce -4.3% | 0.01% | −0.00 |
| GLW Corning Inc. | Reduce -1.1% | 0.02% | −0.00 |
| SNY Sanofi-ADR | Reduce -0.2% | 0.03% | −0.00 |
Portfolio Buys Q2 2024 → Q3 2024
| AAPL Apple Inc. | Add +35.1% | 5.87% | +0.91 |
| IBDQ iShares Ibonds Dec 2025 Term | Add +51.0% | 3.28% | +0.56 |
| VTI VG Morningstar TS MKT ETF-US | Add +40.4% | 1.69% | +0.26 |
| PM Philip Morris International | Add +118.3% | 0.44% | +0.23 |
| TSLA Tesla Inc. | Add +20.8% | 0.93% | +0.19 |
| LOW Lowe's Cos Inc. | Add +128.2% | 0.32% | +0.17 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +70.4% | 0.41% | +0.15 |
| BYRN Byrna Technologies Inc. | New | 0.15% | +0.15 |
| MO Altria Group Inc. | Add +100.9% | 0.31% | +0.13 |
| MDLZ Mondelez International Inc. Class A | Add +220.3% | 0.20% | +0.13 |
| IBDU iShares Ibonds Dec 2029 Term | Add +34.5% | 1.30% | +0.12 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +30.3% | 1.88% | +0.12 |
| CCC CCC Intelligent Solutions Ho | New | 0.11% | +0.11 |
| XLV SS Health Care Select Sector | Add +47.2% | 0.56% | +0.11 |
| XLP SS Consumer Staples Sel Sect | Add +64.4% | 0.36% | +0.11 |
| XLK SS Technology Select Sector | Add +46.4% | 0.68% | +0.09 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +30.7% | 1.17% | +0.09 |
| RACE Ferrari NV | New | 0.08% | +0.08 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +67.7% | 0.25% | +0.08 |
| IBM Intl Business Machines Corp. | Add +15.2% | 0.56% | +0.08 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +29.4% | 1.13% | +0.08 |
| IVV iShares Core S&P 500 ETF | Add +63.1% | 0.26% | +0.07 |
| LCTU iShares U.S. Carbon Transiti | New | 0.07% | +0.07 |
| META Meta Platforms Inc. Class A | Add +28.3% | 0.48% | +0.06 |
| IBDR iShares Ibonds Dec 2026 Term | Add +27.1% | 2.38% | +0.06 |
| NSC Norfolk Southern Corp. | Add +80.2% | 0.14% | +0.05 |
| IWB iShares Russell 1000 ETF | Add +41.8% | 0.34% | +0.05 |
| WMT Walmart Inc. | Add +15.5% | 0.63% | +0.05 |
| AXP American Express Co. | Add +24.5% | 0.35% | +0.05 |
| HCA HCA Healthcare Inc. | Add +24.8% | 0.22% | +0.04 |
| BGRN iShares Usd Green Bond ETF | New | 0.04% | +0.04 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +25.8% | 1.91% | +0.04 |
| EQIX Equinix Inc. | Add +32.8% | 0.22% | +0.04 |
| MAR Marriott International Class A | New | 0.04% | +0.04 |
| USXF iShares ESG Advance MSCI USA | New | 0.04% | +0.04 |
| FITB Fifth Third Bancorp | Add +22.7% | 0.32% | +0.04 |
| SLV iShares Silver Trust | Add +78.0% | 0.10% | +0.03 |
| ED Consolidated Edison Inc. | Add +27.9% | 0.22% | +0.03 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +25.0% | 1.68% | +0.03 |
| ITOT iShares Core S&P Total U.S. | New | 0.03% | +0.03 |
| MCD McDonald's Corp. | Add +10.9% | 0.71% | +0.03 |
| SIRI Sirius XM Holdings Inc. | New | 0.03% | +0.03 |
| EFX Equifax Inc. | Add +33.8% | 0.15% | +0.03 |
| NUBD Nuveen ESG US Aggregate Bond | New | 0.03% | +0.03 |
| DSI iShares ESG MSCI KLD 400 ETF | New | 0.03% | +0.03 |
| CAT Caterpillar Inc. | Add +16.9% | 0.36% | +0.03 |
| MKC McCormick & Co.-Non VTG SHRS | New | 0.03% | +0.03 |
| OKE Oneok Inc. | Add +83.6% | 0.07% | +0.03 |
| CEG Constellation Energy | New | 0.03% | +0.03 |
| WEC WEC Energy Group Inc. | Add +95.1% | 0.06% | +0.03 |
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 |