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 51–100 of 416
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | 303K | $1M+ | SH |
| MCD | MCDONALDS CORP | 22K | $1M+ | SH |
| MRK | MERCK & CO INC | 64K | $1M+ | SH |
| XLU | SELECT SECTOR SPDR TR | 156K | $1M+ | SH |
| AFL | AFLAC INC | 60K | $1M+ | SH |
| CGIC | CAPITAL GROUP INTERNATIONAL | 202K | $1M+ | SH |
| GLD | SPDR GOLD TR | 16K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 40K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 85K | $1M+ | SH |
| PEP | PEPSICO INC | 42K | $1M+ | SH |
| CAT | CATERPILLAR INC | 10K | $1M+ | SH |
| IWB | ISHARES TR | 15K | $1M+ | SH |
| IWR | ISHARES TR | 58K | $1M+ | SH |
| IBMO | ISHARES TR | 216K | $1M+ | SH |
| XLP | SELECT SECTOR SPDR TR | 71K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 28K | $1M+ | SH |
| FITB | FIFTH THIRD BANCORP | 112K | $1M+ | SH |
| EMR | EMERSON ELEC CO | 40K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 34K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 33K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 6K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 13K | $1M+ | SH |
| IBMP | ISHARES TR | 183K | $1M+ | SH |
| ORCL | ORACLE CORP | 24K | $1M+ | SH |
| Z | ZILLOW GROUP INC | 67K | $1M+ | SH |
| AGG | ISHARES TR | 44K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 13K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| IEFA | ISHARES TR | 49K | $1M+ | SH |
| AZN | ASTRAZENECA PLC | 47K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 69K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 14K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 70K | $1M+ | SH |
| QCOM | QUALCOMM INC | 22K | $1M+ | SH |
| PGR | PROGRESSIVE CORP | 17K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 47K | $1M+ | SH |
| IBMQ | ISHARES TR | 146K | $1M+ | SH |
| TJX | TJX COS INC NEW | 24K | $1M+ | SH |
| CSCO | CISCO SYS INC | 48K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC | 30K | $1M+ | SH |
| ED | CONSOLIDATED EDISON INC | 37K | $1M+ | SH |
| IWM | ISHARES TR | 15K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 20K | $1M+ | SH |
| SLV | ISHARES SILVER TR | 54K | $1M+ | SH |
| KMI | KINDER MORGAN INC DEL | 126K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 10K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 20K | $1M+ | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 12K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 35K | $1M+ | SH |
| IVV | ISHARES TR | 5K | $1M+ | SH |