Sound View Wealth Advisors Group, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 7, 2025), Sound View Wealth Advisors Group, LLC reported 415 stock positions worth $1.2 billion. Its top holding was Apple (AAPL) at 6.2% of the portfolio, followed by iShares Ibonds Dec 2025 Term (IBDQ, 4.1%) and Microsoft (MSFT, 3.1%). Compared with Q3 2024, it opened 18 new positions, sold out of 10, added to 205 and reduced 147. The biggest buy was iShares Ibonds Dec 2025 Term (IBDQ, shares +27%) and the biggest sale an exit from iShares Ibonds Dec 2024 Term (IBDP).
- Most Recent 13F
- Q2 2026
- Location
- SAVANNAH, GA
- CIK
- 0001784777
- Portfolio Value
- $1.2B (Q4 2024)
- SEC Filing
- 0001765380-25-000062 ↗ filed Feb 7, 2025
Holdings Value
Holdings 415 stocks · $1.2B
| AAPL Apple Inc. | 6.23% | 308,929 | $77.4M | Add +0.1% |
| IBDQ iShares Ibonds Dec 2025 Term | 4.08% | 2,024,550 | $50.7M | Add +26.6% |
| MSFT Microsoft Corp. | 3.07% | 90,318 | $38.1M | Add +3.8% |
| IBDR iShares Ibonds Dec 2026 Term | 2.53% | 1,307,356 | $31.5M | Add +9.1% |
| NVDA Nvidia Corp. | 2.47% | 228,235 | $30.6M | Add +5.8% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 2.01% | 1,043,419 | $25.0M | Add +8.5% |
| BUFR FT Vest Lad Buffervetf-Usd I | 1.96% | 797,312 | $24.3M | Add +3.3% |
| LLY Eli Lilly & Co. | 1.83% | 29,417 | $22.7M | Add +6.7% |
| SCHX Schwab US Large-Cap ETF | 1.82% | 976,078 | $22.6M | Reduce -2.6% |
| VTI VG Morningstar TS MKT ETF-US | 1.76% | 75,398 | $21.9M | Add +2.8% |
| IBDT iShares Ibonds Dec 2028 ETF | 1.73% | 863,127 | $21.5M | Add +7.0% |
| VOO Vanguard S&P 500 ETF | 1.72% | 39,666 | $21.4M | Add +2.5% |
| AMZN Amazon.com Inc. | 1.53% | 86,535 | $19.0M | Reduce -0.8% |
| VIG Vanguard Dividend Apprec ETF | 1.47% | 93,046 | $18.2M | Add +1.5% |
| TSLA Tesla Inc. | 1.45% | 44,481 | $18.0M | Add +2.2% |
| SCHD Schwab US DVD Equity ETF | 1.39% | 632,566 | $17.3M | Add +5.7% |
| VGT Vanguard Info Tech ETF | 1.36% | 27,188 | $16.9M | Add +0.8% |
| IBDU iShares Ibonds Dec 2029 Term | 1.32% | 716,958 | $16.3M | Add +6.0% |
| QQQ Invesco QQQ Trust Series 1 | 1.27% | 30,919 | $15.8M | Add +0.4% |
| PG The Procter & Gamble Co. | 1.22% | 90,502 | $15.2M | Add +1.2% |
| JPM JPMorgan Chase & Co. | 1.21% | 62,640 | $15.0M | Reduce -1.7% |
| IBDV iShares Ibonds Dec 2030 Corp. | 1.18% | 687,539 | $14.7M | Add +6.4% |
| SPHQ Invesco S&P 500 Quality ETF | 1.15% | 213,558 | $14.3M | Add +3.8% |
| IBDW iShares Ibonds Dec 2031 Corp. | 1.14% | 696,080 | $14.2M | Add +6.9% |
| HD Home Depot Inc. | 1.11% | 35,467 | $13.8M | Add +4.3% |
| GOOG Alphabet Inc. Class C | 1.00% | 65,406 | $12.5M | Add +0.3% |
| AVGO Broadcom Inc. | 0.98% | 52,588 | $12.2M | Add +5.5% |
| JNJ Johnson & Johnson | 0.96% | 82,711 | $12.0M | Add +1.6% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.86% | 25,060 | $10.7M | Add +0.9% |
| DGRO iShares Core Dividend Growth | 0.85% | 172,195 | $10.6M | Reduce -1.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.84% | 17,851 | $10.5M | Add +0.1% |
| ABBV Abbvie Inc. | 0.84% | 58,812 | $10.5M | Add +2.5% |
| WMT Walmart Inc. | 0.75% | 102,556 | $9.3M | Add +6.6% |
| XLK SS Technology Select Sector | 0.74% | 39,733 | $9.2M | Add +8.2% |
| IWF iShares Russell 1000 Growth | 0.72% | 22,213 | $8.9M | Reduce -1.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.70% | 19,082 | $8.6M | Reduce -0.4% |
| VYM Vanguard High DVD Yield ETF | 0.67% | 65,492 | $8.4M | Add +8.2% |
| GOOGL Alphabet Inc. Class A | 0.65% | 42,710 | $8.1M | Add +6.0% |
| EPD Enterprise Products Partners | 0.64% | 252,162 | $7.9M | Add +0.8% |
| SO The Southern Co. | 0.62% | 94,033 | $7.7M | Add +2.3% |
| AMGN Amgen Inc. | 0.62% | 29,523 | $7.7M | Add +4.1% |
| KO The Coca-Cola Co. | 0.60% | 120,395 | $7.5M | Add +3.1% |
| XOM Exxon Mobil Corp. | 0.60% | 69,575 | $7.5M | Add +3.8% |
| IBDX iShares Ibonds Dec 2032 TC | 0.59% | 299,033 | $7.4M | New |
| MCD McDonald's Corp. | 0.57% | 24,230 | $7.0M | Reduce -15.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.56% | 31,849 | $7.0M | Add +3.4% |
| IBTF iShares Ibonds Dec 2025 Term | 0.56% | 296,858 | $6.9M | Add +971.6% |
| V Visa Inc. Class A | 0.54% | 21,039 | $6.6M | Reduce -10.3% |
| XLV SS Health Care Select Sector | 0.53% | 48,095 | $6.6M | Add +7.4% |
| BND Vanguard Total Bond Market | 0.52% | 90,335 | $6.5M | Add +1.4% |
| META Meta Platforms Inc. Class A | 0.49% | 10,314 | $6.0M | Add +0.8% |
| CVX Chevron Corp. | 0.45% | 38,969 | $5.6M | Reduce -5.4% |
| IWR iShares Russell Mid-Cap ETF | 0.45% | 63,499 | $5.6M | Add +0.4% |
| COST Costco Wholesale Corp. | 0.44% | 5,987 | $5.5M | Reduce -2.0% |
| PM Philip Morris International | 0.43% | 44,150 | $5.3M | Reduce -1.5% |
| AFL Aflac Inc. | 0.42% | 50,712 | $5.2M | Add +40.6% |
| MRK Merck & Co. Inc. | 0.42% | 51,990 | $5.2M | Add +0.7% |
| EMR Emerson Electric Co. | 0.41% | 40,926 | $5.1M | Add +0.3% |
| PEP Pepsico Inc. | 0.40% | 33,033 | $5.0M | Add +5.5% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.40% | 66,240 | $5.0M | Add +7.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.40% | 29,400 | $5.0M | Add +0.3% |
| XLP SS Consumer Staples Sel Sect | 0.36% | 56,925 | $4.5M | Add +6.9% |
| IWB iShares Russell 1000 ETF | 0.36% | 13,717 | $4.4M | Add +3.5% |
| CAT Caterpillar Inc. | 0.35% | 11,927 | $4.3M | Add +4.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.34% | 10,304 | $4.2M | Add +9.8% |
| RTX RTX Corp. | 0.34% | 36,329 | $4.2M | Add +50.0% |
| KMB Kimberly-Clark Corp. | 0.32% | 30,589 | $4.0M | Add +2.4% |
| MO Altria Group Inc. | 0.31% | 74,058 | $3.9M | Add +0.7% |
| VHT Vanguard Health Care ETF | 0.31% | 15,226 | $3.9M | Reduce -3.6% |
| AGG iShares Core U.S. Aggregate | 0.31% | 39,347 | $3.8M | Reduce -0.6% |
| ORCL Oracle Corp. | 0.30% | 22,690 | $3.8M | Reduce -0.4% |
| FITB Fifth Third Bancorp | 0.30% | 87,695 | $3.7M | Reduce -3.1% |
| QCOM Qualcomm Inc. | 0.30% | 23,876 | $3.7M | Add +4.7% |
| IBMO iShares Ibonds Dec 2026 Term | 0.29% | 140,526 | $3.6M | Reduce -0.4% |
| IBMN iShares Ibonds Dec 2025 Term | 0.29% | 133,828 | $3.6M | Reduce -0.5% |
| GLD SPDR Gold Shares | 0.29% | 14,685 | $3.6M | Add +16.1% |
| WMB Williams Cos Inc. | 0.29% | 65,540 | $3.5M | Reduce -7.2% |
| LOW Lowe's Cos Inc. | 0.28% | 14,251 | $3.5M | Reduce -0.5% |
| AXP American Express Co. | 0.28% | 11,742 | $3.5M | Reduce -25.7% |
| GD General Dynamics Corp. | 0.28% | 13,224 | $3.5M | Add +2.5% |
| KMI Kinder Morgan Inc. | 0.28% | 124,716 | $3.4M | Reduce -6.2% |
| NEE Nextera Energy Inc. | 0.27% | 47,086 | $3.4M | Add +1.7% |
| BMY Bristol-Myers Squibb Co. | 0.26% | 57,844 | $3.3M | Reduce -13.1% |
| IVV iShares Core S&P 500 ETF | 0.26% | 5,463 | $3.2M | Reduce -1.7% |
| ABT Abbott Laboratories | 0.26% | 28,289 | $3.2M | Add +3.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.25% | 71,130 | $3.1M | Add +1.4% |
| ADP Automatic Data Processing | 0.25% | 10,664 | $3.1M | Add +5.5% |
| BYRN Byrna Technologies Inc. | 0.25% | 106,735 | $3.1M | Add +0.3% |
| PGR Progressive Corp. | 0.25% | 12,820 | $3.1M | Add +11.7% |
| IWM iShares Russell 2000 ETF | 0.25% | 13,873 | $3.1M | Add +2.1% |
| PFE Pfizer Inc. | 0.24% | 114,505 | $3.0M | Reduce -16.5% |
| DLR Digital Realty Trust Inc. | 0.23% | 16,342 | $2.9M | Reduce -1.7% |
| SYK Stryker Corp. | 0.23% | 8,026 | $2.9M | Add +63.0% |
| TXN Texas Instruments Inc. | 0.23% | 15,284 | $2.9M | Add +0.6% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.23% | 47,901 | $2.8M | Add +0.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.22% | 16,939 | $2.7M | Reduce -5.7% |
| IBMP iShares Ibonds Dec 2027 Term | 0.22% | 108,224 | $2.7M | Reduce -0.4% |
| AZN Astrazeneca PLC-Spons ADR | 0.21% | 40,571 | $2.7M | Add +108.8% |
| CSCO Cisco Systems Inc. | 0.21% | 44,862 | $2.7M | Add +4.3% |
| ED Consolidated Edison Inc. | 0.21% | 29,350 | $2.6M | Add +12.4% |
Portfolio Sells Q3 2024 → Q4 2024
| IBDP iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −1.96 |
| IBTE iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.83 |
| IBMM iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.27 |
| MCD McDonald's Corp. | Reduce -15.3% | 0.57% | −0.14 |
| UNH Unitedhealth Group Inc. | Reduce -31.3% | 0.20% | −0.14 |
| INTU Intuit Inc. | Reduce -63.8% | 0.08% | −0.14 |
| ZTS Zoetis Inc. | Reduce -43.2% | 0.12% | −0.13 |
| ROK Rockwell Automation Inc. | Reduce -73.7% | 0.05% | −0.12 |
| CMCSA Comcast Corp. Class A | Reduce -36.4% | 0.15% | −0.11 |
| MGA Magna International Inc. | Reduce -83.6% | 0.02% | −0.11 |
| EXR Extra Space Storage Inc. | Reduce -77.1% | 0.02% | −0.10 |
| CRM Salesforce Inc. | Reduce -41.2% | 0.20% | −0.08 |
| PFE Pfizer Inc. | Reduce -16.5% | 0.24% | −0.08 |
| VZ Verizon Communications Inc. | Reduce -17.1% | 0.19% | −0.07 |
| AXP American Express Co. | Reduce -25.7% | 0.28% | −0.07 |
| CCI Crown Castle Inc. | Reduce -25.7% | 0.07% | −0.06 |
| BAX Baxter International Inc. | Reduce -24.8% | 0.07% | −0.05 |
| VHT Vanguard Health Care ETF | Reduce -3.6% | 0.31% | −0.05 |
| MDLZ Mondelez International Inc. Class A | Reduce -3.5% | 0.15% | −0.04 |
| MDT Medtronic PLC | Reduce -6.1% | 0.20% | −0.04 |
| EQIX Equinix Inc. | Reduce -22.6% | 0.18% | −0.04 |
| INTC Intel Corp. | Reduce -27.7% | 0.07% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -2.5% | 0.18% | −0.04 |
| DGRO iShares Core Dividend Growth | Reduce -1.2% | 0.85% | −0.04 |
| CVX Chevron Corp. | Reduce -5.4% | 0.45% | −0.04 |
| GIS General Mills Inc. | Reduce -1.2% | 0.20% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -0.5% | 0.28% | −0.03 |
| AMD Advanced Micro Devices | Reduce -3.2% | 0.08% | −0.03 |
| DNP DNP Select Income Fund Inc. | Reduce -1.1% | 0.19% | −0.03 |
| SCHX Schwab US Large-Cap ETF | Reduce -2.6% | 1.82% | −0.03 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.03 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.03 |
| DEO Diageo PLC-Sponsored ADR | Reduce -5.6% | 0.14% | −0.03 |
| PFG Principal Financial Group | Reduce -4.1% | 0.15% | −0.03 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -5.7% | 0.22% | −0.03 |
| PFF iShares Preferred & Income S | Reduce -5.6% | 0.17% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.4% | 0.70% | −0.02 |
| EFX Equifax Inc. | Reduce -0.1% | 0.13% | −0.02 |
| ELV Elevance Health Inc. | Reduce -16.6% | 0.03% | −0.02 |
| AGG iShares Core U.S. Aggregate | Reduce -0.6% | 0.31% | −0.02 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -5.8% | 0.21% | −0.02 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.2% | 0.14% | −0.02 |
| CDW CDW Corp. | Reduce -37.8% | 0.02% | −0.02 |
| HAS Hasbro Inc. | Sold out | 0.00% | −0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.02 |
| BIIB Biogen Inc. | Sold out | 0.00% | −0.02 |
| TTE Totalenergies SE -Spon ADR | Sold out | 0.00% | −0.02 |
| FHLC Fidelity MSCI Health Care | Sold out | 0.00% | −0.02 |
| NOBL Proshares S&P 500 Dividend A | Reduce -0.6% | 0.19% | −0.02 |
| FITB Fifth Third Bancorp | Reduce -3.1% | 0.30% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| IBDQ iShares Ibonds Dec 2025 Term | Add +26.6% | 4.08% | +0.81 |
| IBDX iShares Ibonds Dec 2032 TC | New | 0.59% | +0.59 |
| TSLA Tesla Inc. | Add +2.2% | 1.45% | +0.52 |
| IBTF iShares Ibonds Dec 2025 Term | Add +971.6% | 0.56% | +0.50 |
| AAPL Apple Inc. | Add +0.1% | 6.23% | +0.36 |
| NVDA Nvidia Corp. | Add +5.8% | 2.47% | +0.33 |
| AVGO Broadcom Inc. | Add +5.5% | 0.98% | +0.28 |
| IBDR iShares Ibonds Dec 2026 Term | Add +9.1% | 2.53% | +0.16 |
| GOOG Alphabet Inc. Class C | Add +0.3% | 1.00% | +0.11 |
| WMT Walmart Inc. | Add +6.6% | 0.75% | +0.11 |
| GOOGL Alphabet Inc. Class A | Add +6.0% | 0.65% | +0.11 |
| BYRN Byrna Technologies Inc. | Add +0.3% | 0.25% | +0.10 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +8.5% | 2.01% | +0.10 |
| RTX RTX Corp. | Add +50.0% | 0.34% | +0.10 |
| VRT Vertiv Holdings Co. Class A | New | 0.10% | +0.10 |
| STX Seagate Technology Holdings | New | 0.10% | +0.10 |
| AFL Aflac Inc. | Add +40.6% | 0.42% | +0.09 |
| AZN Astrazeneca PLC-Spons ADR | Add +108.8% | 0.21% | +0.09 |
| SYK Stryker Corp. | Add +63.0% | 0.23% | +0.09 |
| FCX Freeport-McMoran Inc. | Add +565.3% | 0.11% | +0.09 |
| TPG TPG Inc. | New | 0.09% | +0.09 |
| MU Micron Technology Inc. | Add +391.7% | 0.11% | +0.08 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +3.3% | 1.96% | +0.07 |
| VGT Vanguard Info Tech ETF | Add +0.8% | 1.36% | +0.07 |
| XLK SS Technology Select Sector | Add +8.2% | 0.74% | +0.07 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.8% | 1.76% | +0.07 |
| XEL Xcel Energy Inc. | Add +303.3% | 0.08% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +2.5% | 1.72% | +0.05 |
| WCN Waste Connections Inc. | Add +69.9% | 0.14% | +0.05 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +7.0% | 1.73% | +0.05 |
| CP Canadian Pacific Kansas City | Add +63.0% | 0.18% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.4% | 1.27% | +0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +9.8% | 0.34% | +0.05 |
| EMR Emerson Electric Co. | Add +0.3% | 0.41% | +0.04 |
| EPD Enterprise Products Partners | Add +0.8% | 0.64% | +0.04 |
| IBMS ISHARESIBONDDEC2030MUNIBDETF | New | 0.04% | +0.04 |
| VYM Vanguard High DVD Yield ETF | Add +8.2% | 0.67% | +0.04 |
| GLD SPDR Gold Shares | Add +16.1% | 0.29% | +0.04 |
| TJX TJX Companies Inc. | Add +23.5% | 0.17% | +0.03 |
| CSCO Cisco Systems Inc. | Add +4.3% | 0.21% | +0.03 |
| VOOG Vanguard S&P 500 Growth ETF | Add +107.0% | 0.05% | +0.03 |
| TRGP Targa Resources Corp. | New | 0.03% | +0.03 |
| BAC Bank of America Corp. | Add +1.4% | 0.25% | +0.02 |
| ZOCT Inr Eqty Def P ETF - 1 Y Oc | New | 0.02% | +0.02 |
| DHI D.R. Horton Inc. | Add +75.8% | 0.11% | +0.02 |
| SPHQ Invesco S&P 500 Quality ETF | Add +3.8% | 1.15% | +0.02 |
| ADP Automatic Data Processing | Add +5.5% | 0.25% | +0.02 |
| SFLR Innovator Eqty MGD Floor ETF | New | 0.02% | +0.02 |
| VMRK Vivmark Residential | New | 0.02% | +0.02 |
| TTD Trade Desk Inc./the Class A | New | 0.02% | +0.02 |
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 |