Sound View Wealth Advisors Group, LLC Portfolio Holdings
Q3 2025•421 long positions•$1.5B portfolio value
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Holding436 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Consumer Electronics Technology | $74.5M 5.12% | -$262.0K Sold | 0.002% 292.7K shares | 293.8K → 292.7K −$262.0K | -0.35% | $3.78T Mega Cap | Q2 2019 Held for 6y 5m | |
Software - Infrastructure Technology | $48.0M 3.3% | -$798.2K Sold | 0.001% 92.6K shares | 94.1K → 92.6K −$798.2K | -1.64% | $3.85T Mega Cap | Q2 2019 Held for 6y 5m | |
ETF ETF | $43.8M 3.01% | +$2.2M Bought | — 1.8M shares | 1.7M → 1.8M +$2.2M | +5.37% | — — | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $43.2M 2.97% | -$1.1M Sold | 0.001% 232.6K shares | 238.4K → 232.6K −$1.1M | -2.44% | $4.54T Mega Cap | Q2 2019 Held for 6y 5m | |
ETF ETF | $41.4M 2.85% | -$4.6M Sold | — 1.6M shares | 1.8M → 1.6M −$4.6M | -10.05% | — — | Q2 2019 Held for 6y 5m | |
ETF ETF | $35.5M 2.44% | +$3.4M Bought | — 1.5M shares | 1.3M → 1.5M +$3.4M | +10.66% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $30.8M 2.11% | +$2.7M Bought | — 1.2M shares | 1.1M → 1.2M +$2.7M | +9.51% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $29.0M 2.0% | +$583.6K Bought | — 868.7K shares | 851.2K → 868.7K +$583.6K | +2.05% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $25.7M 1.77% | +$515.7K Bought | — 977.1K shares | 957.5K → 977.1K +$515.7K | +2.04% | — — | Q2 2019 Held for 6y 5m | |
ETF ETF | $25.5M 1.76% | +$167.0K Bought | — 77.9K shares | 77.3K → 77.9K +$167.0K | +0.66% | — — | Q2 2019 Held for 6y 5m | |
ETF ETF | $24.4M 1.67% | +$2.2M Bought | — 1.0M shares | 944.6K → 1.0M +$2.2M | +9.89% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $23.7M 1.63% | +$52.1K Bought | — 38.7K shares | 38.6K → 38.7K +$52.1K | +0.22% | — — | Q2 2019 Held for 6y 5m | |
ETF ETF | $21.9M 1.5% | +$2.1M Bought | — 987.6K shares | 892.4K → 987.6K +$2.1M | +10.67% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $20.2M 1.39% | +$1.5M Bought | — 954.1K shares | 885.2K → 954.1K +$1.5M | +7.77% | — — | Q4 2023 Held for 1y 11m | |
Banks - Diversified Financial Services | $20.2M 1.39% | +$212.0K Bought | 0.002% 64.1K shares | 63.5K → 64.1K +$212.0K | +1.06% | $867.35B Mega Cap | Q2 2019 Held for 6y 5m | |
Specialty Retail Consumer Cyclical | $19.7M 1.35% | -$37.5K Sold | 0.001% 89.7K shares | 89.9K → 89.7K −$37.5K | -0.19% | $2.34T Mega Cap | Q2 2019 Held for 6y 5m | |
Semiconductors Technology | $19.3M 1.32% | -$2.0M Sold | 0.001% 58.4K shares | 64.3K → 58.4K −$2.0M | -9.22% | $1.56T Mega Cap | Q2 2019 Held for 6y 5m | |
ETF ETF | $19.1M 1.31% | -$151.6K Sold | — 25.5K shares | 25.7K → 25.5K −$151.6K | -0.79% | — — | Q2 2019 Held for 6y 5m | |
Unknown Unknown | $18.9M 1.3% | -$80.5K Sold | — 87.6K shares | 88.0K → 87.6K −$80.5K | -0.42% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $18.5M 1.27% | +$1.7M Bought | — 722.1K shares | 657.1K → 722.1K +$1.7M | +9.88% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $18.0M 1.24% | -$99.1K Sold | — 30.0K shares | 30.2K → 30.0K −$99.1K | -0.55% | — — | Q2 2019 Held for 6y 5m | |
Drug Manufacturers - General Healthcare | $17.4M 1.2% | -$424.2K Sold | 0.003% 22.8K shares | 23.4K → 22.8K −$424.2K | -2.38% | $684.00B Mega Cap | Q2 2019 Held for 6y 5m | |
Auto - Manufacturers Consumer Cyclical | $15.6M 1.07% | -$61.4K Sold | 0.001% 35.1K shares | 35.2K → 35.1K −$61.4K | -0.39% | $1.48T Mega Cap | Q2 2020 Held for 5y 5m | |
Internet Content & Information Communication Services | $15.2M 1.05% | -$14.1K Sold | 0.001% 62.5K shares | 62.6K → 62.5K −$14.1K | -0.09% | $2.95T Mega Cap | Q2 2019 Held for 6y 5m | |
ETF ETF | $14.6M 1.0% | -$1.1M Sold | — 198.6K shares | 213.7K → 198.6K −$1.1M | -7.08% | — — | Q2 2019 Held for 6y 5m | |
Home Improvement Consumer Cyclical | $14.3M 0.982% | -$205.8K Sold | 0.004% 35.3K shares | 35.8K → 35.3K −$205.8K | -1.42% | $403.32B Mega Cap | Q2 2019 Held for 6y 5m | |
ETF ETF | $14.2M 0.978% | -$193.4K Sold | — 521.0K shares | 528.1K → 521.0K −$193.4K | -1.34% | — — | Q2 2019 Held for 6y 5m | |
Drug Manufacturers - General Healthcare | $13.7M 0.939% | -$220.9K Sold | 0.015% 303.0K shares | 307.8K → 303.0K −$220.9K | -1.59% | $91.8B Large Cap | Q2 2019 Held for 6y 5m | |
ETF ETF | $13.2M 0.907% | +$20.0K Bought | — 19.8K shares | 19.8K → 19.8K +$20.0K | +0.15% | — — | Q2 2019 Held for 6y 5m | |
Drug Manufacturers - General Healthcare | $13.1M 0.9% | -$27.4K Sold | 0.003% 70.6K shares | 70.7K → 70.6K −$27.4K | -0.21% | $446.55B Mega Cap | Q2 2019 Held for 6y 5m | |
Household & Personal Products Consumer Defensive | $12.8M 0.883% | -$448.5K Sold | 0.004% 83.6K shares | 86.5K → 83.6K −$448.5K | -3.37% | $359.62B Mega Cap | Q2 2019 Held for 6y 5m | |
ETF ETF | $12.4M 0.854% | +$357.4K Bought | — 44.1K shares | 42.8K → 44.1K +$357.4K | +2.96% | — — | Q4 2019 Held for 5y 11m | |
Drug Manufacturers - General Healthcare | $12.4M 0.85% | -$348.7K Sold | 0.003% 53.4K shares | 54.9K → 53.4K −$348.7K | -2.74% | $409.03B Mega Cap | Q2 2019 Held for 6y 5m | |
Internet Content & Information Communication Services | $12.1M 0.833% | +$288.8K Bought | 0.0% 49.9K shares | 48.7K → 49.9K +$288.8K | +2.44% | $2.95T Mega Cap | Q2 2019 Held for 6y 5m | |
ETF ETF | $11.5M 0.788% | -$240.7K Sold | — 24.7K shares | 25.2K → 24.7K −$240.7K | -2.06% | — — | Q2 2019 Held for 6y 5m | |
ETF ETF | $10.5M 0.723% | +$55.3K Bought | — 22.5K shares | 22.4K → 22.5K +$55.3K | +0.53% | — — | Q2 2019 Held for 6y 5m | |
Discount Stores Consumer Defensive | $10.2M 0.705% | +$74.8K Bought | 0.001% 99.5K shares | 98.7K → 99.5K +$74.8K | +0.74% | $821.68B Mega Cap | Q2 2019 Held for 6y 5m | |
ETF ETF | $10.2M 0.702% | -$153.2K Sold | — 150.1K shares | 152.3K → 150.1K −$153.2K | -1.48% | — — | Q4 2020 Held for 4y 11m | |
Insurance - Diversified Financial Services | $9.5M 0.656% | +$15.1K Bought | 0.001% 19.0K shares | 19.0K → 19.0K +$15.1K | +0.16% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Internet Content & Information Communication Services | $9.4M 0.643% | +$34.5K Bought | 0.001% 12.7K shares | 12.7K → 12.7K +$34.5K | +0.37% | $1.84T Mega Cap | Q2 2019 Held for 6y 5m | |
ETF ETF | $9.3M 0.638% | +$9.3M New | — 114.6K shares | 0 → 114.6K +$9.3M | New | — — | Q3 2025 Held for 2 months | |
Information Technology Services Technology | $9.0M 0.618% | +$213.6K Bought | 0.003% 31.8K shares | 31.1K → 31.8K +$213.6K | +2.44% | $262.84B Mega Cap | Q2 2019 Held for 6y 5m | |
Regulated Electric Utilities | $8.7M 0.595% | -$326.6K Sold | 0.008% 91.4K shares | 94.8K → 91.4K −$326.6K | -3.63% | $104.25B Large Cap | Q2 2019 Held for 6y 5m | |
ETF ETF | $8.4M 0.578% | -$167.4K Sold | — 59.7K shares | 60.9K → 59.7K −$167.4K | -1.95% | — — | Q2 2019 Held for 6y 5m | |
Drug Manufacturers - General Healthcare | $8.3M 0.569% | -$95.4K Sold | 0.005% 29.3K shares | 29.7K → 29.3K −$95.4K | -1.14% | $151.93B Large Cap | Q2 2019 Held for 6y 5m | |
Oil & Gas Midstream Energy | $7.7M 0.529% | — | 0.011% 245.9K shares | — | — | $67.7B Large Cap | Q2 2022 Held for 3y 5m | |
Oil & Gas Integrated Energy | $7.5M 0.515% | +$320.7K Bought | 0.002% 66.5K shares | 63.7K → 66.5K +$320.7K | +4.47% | $480.68B Mega Cap | Q2 2019 Held for 6y 5m | |
Beverages - Non-Alcoholic Consumer Defensive | $7.5M 0.515% | -$120.2K Sold | 0.003% 112.9K shares | 114.7K → 112.9K −$120.2K | -1.58% | $285.42B Mega Cap | Q2 2019 Held for 6y 5m | |
Aerospace & Defense Industrials | $7.5M 0.514% | +$259.4K Bought | 0.003% 44.7K shares | 43.1K → 44.7K +$259.4K | +3.59% | $223.98B Mega Cap | Q2 2019 Held for 6y 5m | |
Financial - Credit Services Financial Services | $7.3M 0.502% | +$174.8K Bought | 0.001% 21.4K shares | 20.9K → 21.4K +$174.8K | +2.45% | $662.60B Mega Cap | Q2 2019 Held for 6y 5m |
