CIK 1784777
Sound View Wealth Advisors Group, LLC
Institutional 13F holdings & portfolio
Holdings
416
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 416
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC | 280K | $1M+ | SH |
| IBDR | ISHARES TR | 2.0M | $1M+ | SH |
| IBDS | ISHARES TR | 2.0M | $1M+ | SH |
| MSFT | MICROSOFT CORP | 93K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 228K | $1M+ | SH |
| IBDU | ISHARES TR | 1.6M | $1M+ | SH |
| IBDT | ISHARES TR | 1.4M | $1M+ | SH |
| IBDV | ISHARES TR | 1.5M | $1M+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 895K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 958K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 76K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 39K | $1M+ | SH |
| LLY | ELI LILLY & CO | 23K | $1M+ | SH |
| IBDW | ISHARES TR | 1.1M | $1M+ | SH |
| IBDX | ISHARES TR | 856K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 65K | $1M+ | SH |
| AMZN | AMAZON COM INC | 89K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 88K | $1M+ | SH |
| AVGO | BROADCOM INC | 55K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 25K | $1M+ | SH |
| GOOG | ALPHABET INC | 59K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 28K | $1M+ | SH |
| TSLA | TESLA INC | 35K | $1M+ | SH |
| GOOGL | ALPHABET INC | 50K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 549K | $1M+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 197K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 69K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 261K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 20K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 90K | $1M+ | SH |
| ABBV | ABBVIE INC | 53K | $1M+ | SH |
| HD | HOME DEPOT INC | 35K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 25K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 80K | $1M+ | SH |
| IBTG | ISHARES TR | 494K | $1M+ | SH |
| WMT | WALMART INC | 99K | $1M+ | SH |
| DGRO | ISHARES TR | 147K | $1M+ | SH |
| IWF | ISHARES TR | 21K | $1M+ | SH |
| AMGN | AMGEN INC | 29K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 19K | $1M+ | SH |
| CATH | GLOBAL X FDS | 114K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 31K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 62K | $1M+ | SH |
| META | META PLATFORMS INC | 13K | $1M+ | SH |
| RTX | RTX CORPORATION | 45K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 68K | $1M+ | SH |
| KO | COCA COLA CO | 112K | $1M+ | SH |
| SO | SOUTHERN CO | 90K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 243K | $1M+ | SH |
| V | VISA INC | 22K | $1M+ | SH |