Sound View Wealth Advisors Group, LLC 13F Holdings
CIK 0001784777 · SAVANNAH, GA
As of Sep 30, 2025, Sound View Wealth Advisors Group, LLC reported 425 positions worth
CIK 0001784777 · SAVANNAH, GA
As of Sep 30, 2025, Sound View Wealth Advisors Group, LLC reported 425 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 292,732 | $74.5M | 5.49% |
| MICROSOFT CORP | MSFT | Technology | 92,579 | $48.0M | 3.53% |
| ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | IBDR | — | 1,802,697 | $43.8M | 3.23% |
| NVIDIA CORP | NVDA | Technology | 231,393 | $43.2M | 3.18% |
| ISHARES IBONDS DEC 2025 TERM CORPORATE ETF | IBDQ | — | 1,644,079 | $41.4M | 3.05% |
| ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | IBDS | — | 1,460,296 | $35.5M | 2.62% |
| ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | IBDT | — | 1,205,249 | $30.8M | 2.27% |
| FT VEST LADDERED BUFFER ETF | BUFR | — | 868,694 | $29.0M | 2.14% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 977,104 | $25.7M | 1.90% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 77,850 | $25.5M | 1.88% |
| ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | IBDU | — | 1,037,961 | $24.4M | 1.80% |
| VANGUARD 500 INDEX FUND | VOO | — | 38,681 | $23.7M | 1.75% |
| ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | IBDV | — | 987,630 | $21.9M | 1.61% |
| ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | IBDW | — | 954,062 | $20.2M | 1.49% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 64,131 | $20.2M | 1.49% |
| AMAZON.COM INC | AMZN | Equity | 89,685 | 9.7M | 1.45% |
| BROADCOM INC | AVGO | Technology | 58,407 | 9.3M | 1.42% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 25,530 | 9.1M | 1.40% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 87,596 | 8.9M | 1.39% |
| ISHARES IBONDS DEC 2032 TERM CORPORATE ETF | IBDX | — | 722,066 | 8.5M | 1.36% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 29,985 | 8.0M | 1.33% |
| ELI LILLY & CO | LLY | Healthcare | 22,828 | 7.4M | 1.28% |
| TESLA INC | TSLA | Consumer Cyclical | 35,078 | 5.6M | 1.15% |
| ALPHABET INC | GOOG | Equity | 62,536 | 5.2M | 1.12% |
| INVESCO S&P 500 QUALITY ETF | SPHQ | — | 198,587 | 4.6M | 1.07% |