Sound View Wealth Advisors Group, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 7, 2025), Sound View Wealth Advisors Group, LLC reported 423 stock positions worth $1.4 billion. Its top holding was Apple (AAPL) at 4.5% of the portfolio, followed by Microsoft (MSFT, 3.5%) and iShares Ibonds Dec 2025 Term (IBDQ, 3.4%). Compared with Q1 2025, it opened 29 new positions, sold out of 12, added to 195 and reduced 162. The biggest buy was Bristol-Myers Squibb (BMY, shares +438%) and the biggest sale iShares Ibonds Dec 2025 Term (IBDQ, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- SAVANNAH, GA
- CIK
- 0001784777
- Portfolio Value
- $1.4B (Q2 2025)
- SEC Filing
- 0001765380-25-000306 ↗ filed Aug 7, 2025
Holdings Value
Holdings 423 stocks · $1.4B
| AAPL Apple Inc. | 4.45% | 293,761 | $60.3M | Add +2.0% |
| MSFT Microsoft Corp. | 3.46% | 94,120 | $46.8M | Add +2.6% |
| IBDQ iShares Ibonds Dec 2025 Term | 3.40% | 1,827,757 | $46.0M | Reduce -12.2% |
| IBDR iShares Ibonds Dec 2026 Term | 3.07% | 1,710,809 | $41.5M | Add +21.4% |
| NVDA Nvidia Corp. | 2.78% | 238,400 | $37.7M | Add +3.0% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 2.37% | 1,319,610 | $32.0M | Add +13.8% |
| IBDT iShares Ibonds Dec 2028 ETF | 2.07% | 1,100,626 | $28.0M | Add +15.6% |
| BUFR FT Vest Lad Buffervetf-Usd I | 2.00% | 851,230 | $27.1M | Add +3.5% |
| VTI VG Morningstar TS MKT ETF-US | 1.74% | 77,341 | $23.5M | Add +9.0% |
| SCHX Schwab US Large-Cap ETF | 1.73% | 957,527 | $23.4M | Add +0.1% |
| IBDU iShares Ibonds Dec 2029 Term | 1.63% | 944,550 | $22.0M | Add +15.6% |
| VOO Vanguard S&P 500 ETF | 1.62% | 38,596 | $21.9M | Reduce -0.7% |
| AMZN Amazon.com Inc. | 1.46% | 89,856 | $19.7M | Add +2.8% |
| IBDV iShares Ibonds Dec 2030 Corp. | 1.45% | 892,440 | $19.6M | Add +17.8% |
| IBDW iShares Ibonds Dec 2031 Corp. | 1.38% | 885,244 | $18.6M | Add +14.9% |
| JPM JPMorgan Chase & Co. | 1.36% | 63,459 | $18.4M | Add +1.8% |
| LLY Eli Lilly & Co. | 1.35% | 23,384 | $18.2M | Reduce -19.9% |
| VIG Vanguard Dividend Apprec ETF | 1.33% | 87,969 | $18.0M | Reduce -4.0% |
| AVGO Broadcom Inc. | 1.31% | 64,337 | $17.7M | Add +26.2% |
| VGT Vanguard Info Tech ETF | 1.26% | 25,733 | $17.1M | Reduce -1.2% |
| QQQ Invesco QQQ Trust Series 1 | 1.23% | 30,150 | $16.6M | Reduce -0.7% |
| IBDX iShares Ibonds Dec 2032 TC | 1.23% | 657,139 | $16.6M | Add +21.0% |
| SPHQ Invesco S&P 500 Quality ETF | 1.13% | 213,726 | $15.2M | Reduce -1.6% |
| BMY Bristol-Myers Squibb Co. | 1.05% | 307,849 | $14.3M | Add +438.0% |
| SCHD Schwab US DVD Equity ETF | 1.03% | 528,070 | $14.0M | Reduce -3.5% |
| PG The Procter & Gamble Co. | 1.02% | 86,533 | $13.8M | Add +2.1% |
| HD Home Depot Inc. | 0.97% | 35,771 | $13.1M | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.90% | 19,786 | $12.2M | Add +2.0% |
| TSLA Tesla Inc. | 0.83% | 35,216 | $11.2M | Reduce -8.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.82% | 25,232 | $11.1M | Add +0.8% |
| GOOG Alphabet Inc. Class C | 0.82% | 62,594 | $11.1M | Reduce -3.4% |
| XLK SS Technology Select Sector | 0.80% | 42,811 | $10.8M | Add +4.7% |
| JNJ Johnson & Johnson | 0.80% | 70,743 | $10.8M | Add +0.9% |
| ABBV Abbvie Inc. | 0.75% | 54,935 | $10.2M | Add +0.1% |
| DGRO iShares Core Dividend Growth | 0.72% | 152,321 | $9.7M | Reduce -2.5% |
| WMT Walmart Inc. | 0.71% | 98,725 | $9.7M | Reduce -2.7% |
| IWF iShares Russell 1000 Growth | 0.70% | 22,351 | $9.5M | Add +0.9% |
| META Meta Platforms Inc. Class A | 0.69% | 12,699 | $9.4M | Add +17.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.68% | 18,965 | $9.2M | Add +1.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.68% | 31,082 | $9.2M | Reduce -1.5% |
| SO The Southern Co. | 0.64% | 94,829 | $8.7M | Add +2.9% |
| GOOGL Alphabet Inc. Class A | 0.63% | 48,678 | $8.6M | Add +14.6% |
| AMGN Amgen Inc. | 0.61% | 29,665 | $8.3M | Add +1.7% |
| VYM Vanguard High DVD Yield ETF | 0.60% | 60,894 | $8.1M | Reduce -4.5% |
| KO The Coca-Cola Co. | 0.60% | 114,682 | $8.1M | Reduce -3.0% |
| EPD Enterprise Products Partners | 0.56% | 245,944 | $7.6M | Reduce -0.8% |
| PM Philip Morris International | 0.56% | 41,611 | $7.6M | Add +1.0% |
| XLV SS Health Care Select Sector | 0.55% | 55,362 | $7.5M | Add +11.8% |
| V Visa Inc. Class A | 0.55% | 20,899 | $7.4M | Reduce -1.3% |
| XOM Exxon Mobil Corp. | 0.51% | 63,660 | $6.9M | Add +1.8% |
| MCD McDonald's Corp. | 0.50% | 23,136 | $6.8M | Reduce -0.2% |
| RTX RTX Corp. | 0.47% | 43,124 | $6.3M | Add +15.8% |
| BND Vanguard Total Bond Market | 0.47% | 85,515 | $6.3M | Reduce -0.3% |
| AFL Aflac Inc. | 0.46% | 58,792 | $6.2M | Add +0.2% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.44% | 72,168 | $5.9M | Add +6.1% |
| PEP Pepsico Inc. | 0.43% | 43,915 | $5.8M | Add +32.6% |
| COST Costco Wholesale Corp. | 0.41% | 5,645 | $5.6M | Reduce -4.0% |
| IBTF iShares Ibonds Dec 2025 Term | 0.41% | 237,830 | $5.6M | Reduce -46.9% |
| IBTG iShares Ibonds Dec 2026 Term | 0.41% | 241,272 | $5.5M | New |
| IWR iShares Russell Mid-Cap ETF | 0.41% | 59,761 | $5.5M | Reduce -4.1% |
| CVX Chevron Corp. | 0.39% | 37,296 | $5.3M | Add +5.3% |
| EMR Emerson Electric Co. | 0.39% | 39,901 | $5.3M | Reduce -2.2% |
| IBMO iShares Ibonds Dec 2026 Term | 0.39% | 205,621 | $5.3M | Add +30.7% |
| XLP SS Consumer Staples Sel Sect | 0.38% | 63,475 | $5.1M | Add +7.4% |
| ORCL Oracle Corp. | 0.38% | 23,433 | $5.1M | Add +0.1% |
| MRK Merck & Co. Inc. | 0.37% | 63,089 | $5.0M | Add +16.9% |
| IWB iShares Russell 1000 ETF | 0.36% | 14,455 | $4.9M | Add +4.3% |
| GLD SPDR Gold Shares | 0.36% | 16,020 | $4.9M | Add +6.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.36% | 27,433 | $4.8M | Reduce -2.3% |
| Z Zillow Group Inc. Class C | 0.35% | 66,716 | $4.7M | Add +1551.4% |
| IBMN iShares Ibonds Dec 2025 Term | 0.32% | 163,749 | $4.4M | Add +11.8% |
| FITB Fifth Third Bancorp | 0.32% | 105,336 | $4.3M | Add +17.4% |
| AGG iShares Core U.S. Aggregate | 0.32% | 43,418 | $4.3M | Add +6.3% |
| PGR Progressive Corp. | 0.31% | 15,869 | $4.2M | Add +20.1% |
| MO Altria Group Inc. | 0.31% | 71,852 | $4.2M | Add +0.6% |
| AXP American Express Co. | 0.31% | 13,157 | $4.2M | Add +17.1% |
| SCHF Schwab Intl Equity ETF | 0.30% | 186,103 | $4.1M | Add +267.7% |
| CAT Caterpillar Inc. | 0.30% | 10,500 | $4.1M | Reduce -10.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.30% | 9,289 | $4.1M | Reduce -1.7% |
| GD General Dynamics Corp. | 0.30% | 13,752 | $4.0M | Add +1.2% |
| IBMP iShares Ibonds Dec 2027 Term | 0.29% | 154,864 | $3.9M | Add +27.1% |
| TXN Texas Instruments Inc. | 0.28% | 18,319 | $3.8M | Add +19.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.28% | 44,887 | $3.7M | Add +29.9% |
| VHT Vanguard Health Care ETF | 0.28% | 15,086 | $3.7M | Add +0.3% |
| QCOM Qualcomm Inc. | 0.27% | 23,121 | $3.7M | Reduce -4.4% |
| KMB Kimberly-Clark Corp. | 0.27% | 27,952 | $3.6M | Reduce -3.1% |
| SYK Stryker Corp. | 0.26% | 8,931 | $3.5M | Add +7.9% |
| KMI Kinder Morgan Inc. | 0.26% | 119,171 | $3.5M | Reduce -0.4% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.25% | 46,807 | $3.4M | Reduce -1.0% |
| NEE Nextera Energy Inc. | 0.25% | 49,366 | $3.4M | Add +1.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.25% | 72,101 | $3.4M | Reduce -3.5% |
| ABT Abbott Laboratories | 0.25% | 25,072 | $3.4M | Add +0.7% |
| IVV iShares Core S&P 500 ETF | 0.25% | 5,464 | $3.4M | Add +5.0% |
| ED Consolidated Edison Inc. | 0.25% | 33,534 | $3.4M | Add +12.0% |
| CSCO Cisco Systems Inc. | 0.24% | 46,508 | $3.2M | Add +5.3% |
| AZN Astrazeneca PLC-Spons ADR | 0.24% | 45,534 | $3.2M | Add +5.2% |
| BYRN Byrna Technologies Inc. | 0.23% | 102,135 | $3.2M | Add +0.1% |
| WMB Williams Cos Inc. | 0.23% | 49,418 | $3.1M | Reduce -25.9% |
| IWM iShares Russell 2000 ETF | 0.23% | 14,335 | $3.1M | Add +2.0% |
| ADP Automatic Data Processing | 0.22% | 9,848 | $3.0M | Reduce -7.2% |
Portfolio Sells Q1 2025 → Q2 2025
| IBDQ iShares Ibonds Dec 2025 Term | Reduce -12.2% | 3.40% | −0.90 |
| LLY Eli Lilly & Co. | Reduce -19.9% | 1.35% | −0.63 |
| IBTF iShares Ibonds Dec 2025 Term | Reduce -46.9% | 0.41% | −0.45 |
| SCHD Schwab US DVD Equity ETF | Reduce -3.5% | 1.03% | −0.22 |
| EPD Enterprise Products Partners | Reduce -0.8% | 0.56% | −0.13 |
| VIG Vanguard Dividend Apprec ETF | Reduce -4.0% | 1.33% | −0.13 |
| PFG Principal Financial Group | Reduce -74.2% | 0.04% | −0.13 |
| CP Canadian Pacific Kansas City | Reduce -68.8% | 0.06% | −0.13 |
| UNH Unitedhealth Group Inc. | Reduce -24.5% | 0.08% | −0.12 |
| HD Home Depot Inc. | Reduce -0.1% | 0.97% | −0.11 |
| WMB Williams Cos Inc. | Reduce -25.9% | 0.23% | −0.10 |
| KO The Coca-Cola Co. | Reduce -3.0% | 0.60% | −0.10 |
| MCD McDonald's Corp. | Reduce -0.2% | 0.50% | −0.09 |
| DHI D.R. Horton Inc. | Reduce -76.2% | 0.03% | −0.09 |
| BAX Baxter International Inc. | Reduce -72.8% | 0.02% | −0.09 |
| PFE Pfizer Inc. | Reduce -26.4% | 0.14% | −0.08 |
| VYM Vanguard High DVD Yield ETF | Reduce -4.5% | 0.60% | −0.07 |
| DGRO iShares Core Dividend Growth | Reduce -2.5% | 0.72% | −0.07 |
| KMB Kimberly-Clark Corp. | Reduce -3.1% | 0.27% | −0.07 |
| ITCI Intra-Cellular Therapies Inc. | Sold out | 0.00% | −0.07 |
| V Visa Inc. Class A | Reduce -1.3% | 0.55% | −0.06 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -1.6% | 1.13% | −0.06 |
| FCX Freeport-McMoran Inc. | Reduce -43.4% | 0.08% | −0.06 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -48.8% | 0.03% | −0.05 |
| VNQ Vanguard Real Estate ETF | Reduce -54.2% | 0.04% | −0.05 |
| BND Vanguard Total Bond Market | Reduce -0.3% | 0.47% | −0.05 |
| HCA HCA Healthcare Inc. | Reduce -23.3% | 0.16% | −0.05 |
| COST Costco Wholesale Corp. | Reduce -4.0% | 0.41% | −0.04 |
| EQIX Equinix Inc. | Reduce -16.6% | 0.12% | −0.04 |
| MU Micron Technology Inc. | Reduce -45.6% | 0.10% | −0.04 |
| ADP Automatic Data Processing | Reduce -7.2% | 0.22% | −0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -2.3% | 0.36% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -0.8% | 0.21% | −0.04 |
| CME Cme Group Inc. | Reduce -40.3% | 0.05% | −0.04 |
| DUK Duke Energy Corp. | Reduce -2.0% | 0.19% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -4.4% | 0.27% | −0.03 |
| NOBL Proshares S&P 500 Dividend A | Reduce -6.2% | 0.16% | −0.03 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -9.0% | 0.16% | −0.03 |
| IWR iShares Russell Mid-Cap ETF | Reduce -4.1% | 0.41% | −0.03 |
| LIN Linde PLC | Reduce -27.4% | 0.06% | −0.03 |
| GPN Global Payments Inc. | Reduce -10.3% | 0.06% | −0.03 |
| DEO Diageo PLC-Sponsored ADR | Reduce -15.3% | 0.07% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -8.0% | 0.11% | −0.03 |
| DNP DNP Select Income Fund Inc. | Reduce -3.7% | 0.16% | −0.03 |
| TPG TPG Inc. | Reduce -34.9% | 0.05% | −0.03 |
| OKE Oneok Inc. | Reduce -8.8% | 0.05% | −0.03 |
| MDLZ Mondelez International Inc. Class A | Reduce -2.6% | 0.15% | −0.02 |
| WRB WR Berkley Corp. | Reduce -1.0% | 0.25% | −0.02 |
| PAYX Paychex Inc. | Reduce -1.1% | 0.11% | −0.02 |
| KMI Kinder Morgan Inc. | Reduce -0.4% | 0.26% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| BMY Bristol-Myers Squibb Co. | Add +438.0% | 1.05% | +0.77 |
| NVDA Nvidia Corp. | Add +3.0% | 2.78% | +0.72 |
| MSFT Microsoft Corp. | Add +2.6% | 3.46% | +0.63 |
| AVGO Broadcom Inc. | Add +26.2% | 1.31% | +0.61 |
| IBTG iShares Ibonds Dec 2026 Term | New | 0.41% | +0.41 |
| Z Zillow Group Inc. Class C | Add +1551.4% | 0.35% | +0.32 |
| IBDR iShares Ibonds Dec 2026 Term | Add +21.4% | 3.07% | +0.27 |
| SCHF Schwab Intl Equity ETF | Add +267.7% | 0.30% | +0.22 |
| ZG Zillow Group Inc. Class A | New | 0.20% | +0.20 |
| META Meta Platforms Inc. Class A | Add +17.5% | 0.69% | +0.18 |
| VTI VG Morningstar TS MKT ETF-US | Add +9.0% | 1.74% | +0.14 |
| WFC Wells Fargo & Co. | Add +301.2% | 0.17% | +0.13 |
| GILD Gilead Sciences Inc. | Add +167.9% | 0.22% | +0.13 |
| WDAY Workday Inc. Class A | New | 0.12% | +0.12 |
| WELL Welltower Inc. | Add +290.2% | 0.16% | +0.12 |
| IBDX iShares Ibonds Dec 2032 TC | Add +21.0% | 1.23% | +0.11 |
| ORCL Oracle Corp. | Add +0.1% | 0.38% | +0.11 |
| XLK SS Technology Select Sector | Add +4.7% | 0.80% | +0.11 |
| JPM JPMorgan Chase & Co. | Add +1.8% | 1.36% | +0.10 |
| IBKR Interactive Brokers Gro Class A | New | 0.10% | +0.10 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +17.8% | 1.45% | +0.10 |
| GOOGL Alphabet Inc. Class A | Add +14.6% | 0.63% | +0.09 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +15.6% | 2.07% | +0.09 |
| AMZN Amazon.com Inc. | Add +2.8% | 1.46% | +0.09 |
| BYRN Byrna Technologies Inc. | Add +0.1% | 0.23% | +0.09 |
| IBDU iShares Ibonds Dec 2029 Term | Add +15.6% | 1.63% | +0.08 |
| DASH DoorDash Inc. Class A | New | 0.07% | +0.07 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +13.8% | 2.37% | +0.07 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +14.9% | 1.38% | +0.06 |
| IEFA iShares Core MSCI Eafe ETF | Add +29.9% | 0.28% | +0.06 |
| AXP American Express Co. | Add +17.1% | 0.31% | +0.06 |
| RTX RTX Corp. | Add +15.8% | 0.47% | +0.06 |
| IBMO iShares Ibonds Dec 2026 Term | Add +30.7% | 0.39% | +0.06 |
| XEL Xcel Energy Inc. | Add +82.2% | 0.15% | +0.06 |
| TXN Texas Instruments Inc. | Add +19.3% | 0.28% | +0.05 |
| NFLX Netflix Inc. | Add +4.9% | 0.19% | +0.05 |
| IWF iShares Russell 1000 Growth | Add +0.9% | 0.70% | +0.04 |
| IBIT iShares Bitcoin Trust ETF | Add +53.8% | 0.10% | +0.04 |
| PANW Palo Alto Networks Inc. | Add +31.6% | 0.14% | +0.04 |
| MRVL Marvell Technology Inc. | Add +43.5% | 0.10% | +0.04 |
| VOOG Vanguard S&P 500 Growth ETF | Add +31.5% | 0.13% | +0.04 |
| IBMP iShares Ibonds Dec 2027 Term | Add +27.1% | 0.29% | +0.04 |
| EFX Equifax Inc. | Add +84.6% | 0.08% | +0.03 |
| FITB Fifth Third Bancorp | Add +17.4% | 0.32% | +0.03 |
| NOW ServiceNow Inc. | Add +18.6% | 0.10% | +0.03 |
| IBMQ iShares Ibonds Dec 2028 Muni | Add +26.6% | 0.21% | +0.03 |
| HAS Hasbro Inc. | New | 0.03% | +0.03 |
| DHR Danaher Corp. | Add +112.5% | 0.06% | +0.03 |
| AIG American International Group | New | 0.02% | +0.02 |
| PM Philip Morris International | Add +1.0% | 0.56% | +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 |