Sound View Wealth Advisors Group, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 8, 2025), Sound View Wealth Advisors Group, LLC reported 406 stock positions worth $1.2 billion. Its top holding was Apple (AAPL) at 5.2% of the portfolio, followed by iShares Ibonds Dec 2025 Term (IBDQ, 4.3%) and Microsoft (MSFT, 2.8%). Compared with Q4 2024, it opened 17 new positions, sold out of 26, added to 175 and reduced 178. The biggest buy was iShares Ibonds Dec 2032 TC (IBDX, shares +82%) and the biggest sale Apple (AAPL, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- SAVANNAH, GA
- CIK
- 0001784777
- Portfolio Value
- $1.2B (Q1 2025)
- SEC Filing
- 0001765380-25-000197 ↗ filed May 8, 2025
Holdings Value
Holdings 406 stocks · $1.2B
| AAPL Apple Inc. | 5.25% | 287,943 | $64.0M | Reduce -6.8% |
| IBDQ iShares Ibonds Dec 2025 Term | 4.30% | 2,082,429 | $52.4M | Add +2.9% |
| MSFT Microsoft Corp. | 2.83% | 91,747 | $34.4M | Add +1.6% |
| IBDR iShares Ibonds Dec 2026 Term | 2.80% | 1,409,703 | $34.1M | Add +7.8% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 2.30% | 1,159,837 | $28.0M | Add +11.2% |
| NVDA Nvidia Corp. | 2.06% | 231,566 | $25.1M | Add +1.5% |
| BUFR FT Vest Lad Buffervetf-Usd I | 2.00% | 822,842 | $24.4M | Add +3.2% |
| LLY Eli Lilly & Co. | 1.98% | 29,197 | $24.1M | Reduce -0.8% |
| IBDT iShares Ibonds Dec 2028 ETF | 1.97% | 952,148 | $24.1M | Add +10.3% |
| SCHX Schwab US Large-Cap ETF | 1.73% | 956,160 | $21.1M | Reduce -2.0% |
| VOO Vanguard S&P 500 ETF | 1.64% | 38,856 | $20.0M | Reduce -2.0% |
| VTI VG Morningstar TS MKT ETF-US | 1.60% | 70,979 | $19.5M | Reduce -5.9% |
| IBDU iShares Ibonds Dec 2029 Term | 1.55% | 817,229 | $18.9M | Add +14.0% |
| VIG Vanguard Dividend Apprec ETF | 1.46% | 91,598 | $17.8M | Reduce -1.6% |
| AMZN Amazon.com Inc. | 1.36% | 87,401 | $16.6M | Add +1.0% |
| IBDV iShares Ibonds Dec 2030 Corp. | 1.35% | 757,598 | $16.5M | Add +10.2% |
| IBDW iShares Ibonds Dec 2031 Corp. | 1.31% | 770,502 | $16.0M | Add +10.7% |
| SCHD Schwab US DVD Equity ETF | 1.26% | 547,465 | $15.3M | Reduce -13.4% |
| JPM JPMorgan Chase & Co. | 1.25% | 62,344 | $15.3M | Reduce -0.5% |
| PG The Procter & Gamble Co. | 1.19% | 84,784 | $14.4M | Reduce -6.3% |
| SPHQ Invesco S&P 500 Quality ETF | 1.18% | 217,311 | $14.4M | Add +1.8% |
| QQQ Invesco QQQ Trust Series 1 | 1.17% | 30,353 | $14.2M | Reduce -1.8% |
| VGT Vanguard Info Tech ETF | 1.16% | 26,056 | $14.1M | Reduce -4.2% |
| IBDX iShares Ibonds Dec 2032 TC | 1.11% | 543,273 | $13.6M | Add +81.7% |
| HD Home Depot Inc. | 1.08% | 35,793 | $13.1M | Add +0.9% |
| JNJ Johnson & Johnson | 0.95% | 70,119 | $11.6M | Reduce -15.2% |
| ABBV Abbvie Inc. | 0.94% | 54,853 | $11.5M | Reduce -6.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.89% | 19,396 | $10.8M | Add +8.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.86% | 25,044 | $10.5M | Reduce -0.1% |
| IBTF iShares Ibonds Dec 2025 Term | 0.86% | 447,972 | $10.5M | Add +50.9% |
| GOOG Alphabet Inc. Class C | 0.83% | 64,781 | $10.1M | Reduce -1.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.82% | 18,733 | $10.0M | Reduce -1.8% |
| DGRO iShares Core Dividend Growth | 0.79% | 156,298 | $9.7M | Reduce -9.2% |
| TSLA Tesla Inc. | 0.75% | 38,457 | $9.1M | Reduce -13.5% |
| AMGN Amgen Inc. | 0.75% | 29,180 | $9.1M | Reduce -1.2% |
| WMT Walmart Inc. | 0.73% | 101,451 | $8.9M | Reduce -1.1% |
| AVGO Broadcom Inc. | 0.70% | 50,996 | $8.5M | Reduce -3.0% |
| SO The Southern Co. | 0.70% | 92,134 | $8.5M | Reduce -2.0% |
| KO The Coca-Cola Co. | 0.69% | 118,266 | $8.5M | Reduce -1.8% |
| EPD Enterprise Products Partners | 0.69% | 247,844 | $8.5M | Reduce -1.7% |
| XLK SS Technology Select Sector | 0.69% | 40,898 | $8.4M | Add +2.9% |
| VYM Vanguard High DVD Yield ETF | 0.67% | 63,771 | $8.2M | Reduce -2.6% |
| IWF iShares Russell 1000 Growth | 0.66% | 22,156 | $8.0M | Reduce -0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.64% | 31,561 | $7.8M | Reduce -0.9% |
| XOM Exxon Mobil Corp. | 0.61% | 62,532 | $7.4M | Reduce -10.1% |
| V Visa Inc. Class A | 0.61% | 21,179 | $7.4M | Add +0.7% |
| MCD McDonald's Corp. | 0.59% | 23,182 | $7.2M | Reduce -4.3% |
| XLV SS Health Care Select Sector | 0.59% | 49,515 | $7.2M | Add +3.0% |
| GOOGL Alphabet Inc. Class A | 0.54% | 42,487 | $6.6M | Reduce -0.5% |
| PM Philip Morris International | 0.54% | 41,216 | $6.5M | Reduce -6.7% |
| AFL Aflac Inc. | 0.54% | 58,665 | $6.5M | Add +15.7% |
| BND Vanguard Total Bond Market | 0.52% | 85,762 | $6.3M | Reduce -5.1% |
| META Meta Platforms Inc. Class A | 0.51% | 10,804 | $6.2M | Add +4.8% |
| CVX Chevron Corp. | 0.49% | 35,431 | $5.9M | Reduce -9.1% |
| COST Costco Wholesale Corp. | 0.46% | 5,883 | $5.6M | Reduce -1.7% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.44% | 68,036 | $5.4M | Add +2.7% |
| IWR iShares Russell Mid-Cap ETF | 0.43% | 62,323 | $5.3M | Reduce -1.9% |
| PEP Pepsico Inc. | 0.41% | 33,117 | $5.0M | Add +0.3% |
| RTX RTX Corp. | 0.40% | 37,255 | $4.9M | Add +2.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.40% | 28,073 | $4.8M | Reduce -4.5% |
| MRK Merck & Co. Inc. | 0.40% | 53,957 | $4.8M | Add +3.8% |
| XLP SS Consumer Staples Sel Sect | 0.40% | 59,117 | $4.8M | Add +3.9% |
| EMR Emerson Electric Co. | 0.37% | 40,814 | $4.5M | Reduce -0.3% |
| GLD SPDR Gold Shares | 0.35% | 15,017 | $4.3M | Add +2.3% |
| MO Altria Group Inc. | 0.35% | 71,417 | $4.3M | Reduce -3.6% |
| IWB iShares Russell 1000 ETF | 0.35% | 13,863 | $4.3M | Add +1.1% |
| KMB Kimberly-Clark Corp. | 0.34% | 28,849 | $4.1M | Reduce -5.7% |
| AGG iShares Core U.S. Aggregate | 0.33% | 40,842 | $4.0M | Add +3.8% |
| IBMO iShares Ibonds Dec 2026 Term | 0.33% | 157,368 | $4.0M | Add +12.0% |
| WMB Williams Cos Inc. | 0.33% | 66,710 | $4.0M | Add +1.8% |
| VHT Vanguard Health Care ETF | 0.33% | 15,036 | $4.0M | Reduce -1.3% |
| IBMN iShares Ibonds Dec 2025 Term | 0.32% | 146,480 | $3.9M | Add +9.4% |
| CAT Caterpillar Inc. | 0.32% | 11,715 | $3.9M | Reduce -1.8% |
| PGR Progressive Corp. | 0.31% | 13,213 | $3.7M | Add +3.1% |
| QCOM Qualcomm Inc. | 0.30% | 24,186 | $3.7M | Add +1.3% |
| GD General Dynamics Corp. | 0.30% | 13,586 | $3.7M | Add +2.7% |
| FITB Fifth Third Bancorp | 0.29% | 89,702 | $3.5M | Add +2.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.29% | 9,451 | $3.5M | Reduce -8.3% |
| BMY Bristol-Myers Squibb Co. | 0.29% | 57,225 | $3.5M | Reduce -1.1% |
| NEE Nextera Energy Inc. | 0.28% | 48,606 | $3.4M | Add +3.2% |
| KMI Kinder Morgan Inc. | 0.28% | 119,685 | $3.4M | Reduce -4.0% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.28% | 47,269 | $3.4M | Reduce -1.3% |
| ED Consolidated Edison Inc. | 0.27% | 29,943 | $3.3M | Add +2.0% |
| ABT Abbott Laboratories | 0.27% | 24,888 | $3.3M | Reduce -12.0% |
| ORCL Oracle Corp. | 0.27% | 23,420 | $3.3M | Add +3.2% |
| ADP Automatic Data Processing | 0.27% | 10,615 | $3.2M | Reduce -0.5% |
| AZN Astrazeneca PLC-Spons ADR | 0.26% | 43,289 | $3.2M | Add +6.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.26% | 74,754 | $3.1M | Add +5.1% |
| IBMP iShares Ibonds Dec 2027 Term | 0.25% | 121,869 | $3.1M | Add +12.6% |
| SYK Stryker Corp. | 0.25% | 8,276 | $3.1M | Add +3.1% |
| LOW Lowe's Cos Inc. | 0.25% | 13,122 | $3.1M | Reduce -7.9% |
| AXP American Express Co. | 0.25% | 11,234 | $3.0M | Reduce -4.3% |
| MDT Medtronic PLC | 0.24% | 33,091 | $3.0M | Add +4.4% |
| IVV iShares Core S&P 500 ETF | 0.24% | 5,204 | $2.9M | Reduce -4.7% |
| IWM iShares Russell 2000 ETF | 0.23% | 14,049 | $2.8M | Add +1.3% |
| TXN Texas Instruments Inc. | 0.23% | 15,353 | $2.8M | Add +0.5% |
| DUK Duke Energy Corp. | 0.22% | 22,416 | $2.7M | Reduce -0.4% |
| PFE Pfizer Inc. | 0.22% | 107,621 | $2.7M | Reduce -6.0% |
| CSCO Cisco Systems Inc. | 0.22% | 44,164 | $2.7M | Reduce -1.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.21% | 34,563 | $2.6M | Add +44.0% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -6.8% | 5.25% | −0.98 |
| TSLA Tesla Inc. | Reduce -13.5% | 0.75% | −0.70 |
| AVGO Broadcom Inc. | Reduce -3.0% | 0.70% | −0.28 |
| VGT Vanguard Info Tech ETF | Reduce -4.2% | 1.16% | −0.20 |
| GOOG Alphabet Inc. Class C | Reduce -1.0% | 0.83% | −0.17 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -5.9% | 1.60% | −0.16 |
| SCHD Schwab US DVD Equity ETF | Reduce -13.4% | 1.26% | −0.14 |
| GOOGL Alphabet Inc. Class A | Reduce -0.5% | 0.54% | −0.11 |
| BYRN Byrna Technologies Inc. | Reduce -4.4% | 0.14% | −0.11 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.8% | 1.17% | −0.11 |
| SCHX Schwab US Large-Cap ETF | Reduce -2.0% | 1.73% | −0.09 |
| VOO Vanguard S&P 500 ETF | Reduce -2.0% | 1.64% | −0.08 |
| EFX Equifax Inc. | Reduce -63.3% | 0.05% | −0.08 |
| PNC PNC Financial Services Group | Reduce -50.6% | 0.06% | −0.07 |
| IWF iShares Russell 1000 Growth | Reduce -0.3% | 0.66% | −0.06 |
| CRM Salesforce Inc. | Reduce -13.9% | 0.14% | −0.06 |
| DGRO iShares Core Dividend Growth | Reduce -9.2% | 0.79% | −0.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -8.3% | 0.29% | −0.05 |
| CCI Crown Castle Inc. | Reduce -70.8% | 0.02% | −0.05 |
| EMR Emerson Electric Co. | Reduce -0.3% | 0.37% | −0.04 |
| INTU Intuit Inc. | Reduce -51.8% | 0.04% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -6.3% | 1.19% | −0.04 |
| DEO Diageo PLC-Sponsored ADR | Reduce -11.5% | 0.10% | −0.04 |
| AXP American Express Co. | Reduce -4.3% | 0.25% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -7.9% | 0.25% | −0.03 |
| CAT Caterpillar Inc. | Reduce -1.8% | 0.32% | −0.03 |
| ROK Rockwell Automation Inc. | Reduce -58.4% | 0.02% | −0.03 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -13.7% | 0.19% | −0.03 |
| VXUS Vanguard Total Intl Stock | Sold out | 0.00% | −0.03 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Sold out | 0.00% | −0.03 |
| USLM United States Lime & Mineral | Reduce -19.5% | 0.03% | −0.03 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.03 |
| BX Blackstone Inc. | Reduce -7.1% | 0.09% | −0.03 |
| DIS The Walt Disney Co. | Reduce -10.1% | 0.11% | −0.03 |
| NSC Norfolk Southern Corp. | Reduce -21.9% | 0.10% | −0.03 |
| ZOCT Inr Eqty Def P ETF - 1 Y Oc | Sold out | 0.00% | −0.02 |
| EXR Extra Space Storage Inc. | Sold out | 0.00% | −0.02 |
| EQIX Equinix Inc. | Reduce -0.1% | 0.16% | −0.02 |
| MGA Magna International Inc. | Sold out | 0.00% | −0.02 |
| AIG American International Group | Sold out | 0.00% | −0.02 |
| PFE Pfizer Inc. | Reduce -6.0% | 0.22% | −0.02 |
| VTWO Vanguard Russell 2000 ETF | Sold out | 0.00% | −0.02 |
| AAON Aaon Inc. | Sold out | 0.00% | −0.02 |
| FIS Fidelity National Info Serv | Sold out | 0.00% | −0.02 |
| BCC Boise Cascade Co. | Sold out | 0.00% | −0.02 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.02 |
| SPG Simon Property Group Inc. | Reduce -26.8% | 0.05% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -4.7% | 0.24% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -21.8% | 0.05% | −0.02 |
| COP Conocophillips | Reduce -38.4% | 0.04% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| IBDX iShares Ibonds Dec 2032 TC | Add +81.7% | 1.11% | +0.52 |
| IBTF iShares Ibonds Dec 2025 Term | Add +50.9% | 0.86% | +0.30 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +11.2% | 2.30% | +0.29 |
| IBDR iShares Ibonds Dec 2026 Term | Add +7.8% | 2.80% | +0.27 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +10.3% | 1.97% | +0.24 |
| IBDU iShares Ibonds Dec 2029 Term | Add +14.0% | 1.55% | +0.23 |
| IBDQ iShares Ibonds Dec 2025 Term | Add +2.9% | 4.30% | +0.21 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +10.7% | 1.31% | +0.17 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +10.2% | 1.35% | +0.17 |
| AFL Aflac Inc. | Add +15.7% | 0.54% | +0.11 |
| SCHF Schwab Intl Equity ETF | New | 0.08% | +0.08 |
| IEFA iShares Core MSCI Eafe ETF | Add +44.0% | 0.21% | +0.08 |
| V Visa Inc. Class A | Add +0.7% | 0.61% | +0.07 |
| GLD SPDR Gold Shares | Add +2.3% | 0.35% | +0.07 |
| RTX RTX Corp. | Add +2.5% | 0.40% | +0.07 |
| VNQ Vanguard Real Estate ETF | Add +262.5% | 0.09% | +0.07 |
| ED Consolidated Edison Inc. | Add +2.0% | 0.27% | +0.06 |
| XLV SS Health Care Select Sector | Add +3.0% | 0.59% | +0.06 |
| PGR Progressive Corp. | Add +3.1% | 0.31% | +0.06 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +3.2% | 2.00% | +0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +8.7% | 0.89% | +0.05 |
| AZN Astrazeneca PLC-Spons ADR | Add +6.7% | 0.26% | +0.05 |
| VOOG Vanguard S&P 500 Growth ETF | Add +102.7% | 0.09% | +0.04 |
| IBMO iShares Ibonds Dec 2026 Term | Add +12.0% | 0.33% | +0.04 |
| WMB Williams Cos Inc. | Add +1.8% | 0.33% | +0.04 |
| MDT Medtronic PLC | Add +4.4% | 0.24% | +0.04 |
| BAX Baxter International Inc. | Add +29.3% | 0.11% | +0.04 |
| VIGI Vanguard Int Div App Indx FD | Add +17.6% | 0.20% | +0.04 |
| CME Cme Group Inc. | Add +58.5% | 0.08% | +0.04 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +2.7% | 0.44% | +0.04 |
| AEP American Electric Power | Add +1.8% | 0.20% | +0.04 |
| XLP SS Consumer Staples Sel Sect | Add +3.9% | 0.40% | +0.04 |
| HCA HCA Healthcare Inc. | Add +2.2% | 0.21% | +0.03 |
| IBMN iShares Ibonds Dec 2025 Term | Add +9.4% | 0.32% | +0.03 |
| IBMP iShares Ibonds Dec 2027 Term | Add +12.6% | 0.25% | +0.03 |
| VFLO Victoryshares Free Cash Flow | New | 0.03% | +0.03 |
| SPHQ Invesco S&P 500 Quality ETF | Add +1.8% | 1.18% | +0.03 |
| COWZ Pacer US Cash Cows 100 ETF | Add +22.5% | 0.17% | +0.03 |
| VRTX Vertex Pharmaceuticals Inc. | Add +2.7% | 0.14% | +0.03 |
| MU Micron Technology Inc. | Add +20.1% | 0.14% | +0.03 |
| WCN Waste Connections Inc. | Add +3.3% | 0.17% | +0.03 |
| WM Waste Management Inc. | Add +0.7% | 0.17% | +0.03 |
| FCX Freeport-McMoran Inc. | Add +21.6% | 0.13% | +0.02 |
| META Meta Platforms Inc. Class A | Add +4.8% | 0.51% | +0.02 |
| AGG iShares Core U.S. Aggregate | Add +3.8% | 0.33% | +0.02 |
| CVS CVS Health Corp. | New | 0.02% | +0.02 |
| GD General Dynamics Corp. | Add +2.7% | 0.30% | +0.02 |
| BSX Boston Scientific Corp. | New | 0.02% | +0.02 |
| MSA Msa Safety Inc. | New | 0.02% | +0.02 |
| IBMQ iShares Ibonds Dec 2028 Muni | Add +9.7% | 0.18% | +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 |