Sound View Wealth Advisors Group

SAVANNAH, GAfiles as Sound View Wealth Advisors Group, LLC

$1.6bn in 440 US stocks at the end of 30 June 2026. The top 10 are 26.9% of the money. It changed about 7.3% of the portfolio this quarter.

Value

$1.6bn

Stocks

440

Top 10 share

26.9%

Turnover

7.3%

What changed this quarter

New

Bought for the first time this quarter.

AB Active EtfsFWD
<0.1% of the fund
Honeywell InternationalHON
<0.1% of the fund
Honeywell AerospaceHONA
<0.1% of the fund
Ishares TRIDV
<0.1% of the fund
Tema ETF TrustNASA
<0.1% of the fund
Rhythm PharmaceuticalsRYTM
<0.1% of the fund
Iridium CommunicationsIRDM
<0.1% of the fund
HumanaHUM
<0.1% of the fund
Western DigitalWDC
<0.1% of the fund
Ishares TRUSHY
<0.1% of the fund
CarnivalCCL
<0.1% of the fund
Space Exploration TechnologiesSPCX
<0.1% of the fund
Carpenter TechnologyCRS
<0.1% of the fund
Astera LabsALAB
<0.1% of the fund
Ishares TRSOXX
<0.1% of the fund
Aeva TechnologiesAEVA
<0.1% of the fund
FormfactorFORM
<0.1% of the fund
Ishares TRREET
<0.1% of the fund
Nebius GroupNBIS
<0.1% of the fund
KenvueKVUE
<0.1% of the fund
Fidelity Covington TrustFFLC
<0.1% of the fund
Quanta ServicesPWR
<0.1% of the fund
First TR Exchange Traded FDFV
<0.1% of the fund
Ishares TRIYW
<0.1% of the fund
CelesticaCLS
<0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRIBDS
3.2% of the fund
+5%
Ishares TRIBDU
2.7% of the fund
+7%
Ishares TRIBDT
2.6% of the fund
+7%
Ishares TRIBDV
2.5% of the fund
+8%
Ishares TRIBDW
1.7% of the fund
+12%
Ishares TRIBDX
1.6% of the fund
+11%
Capital Group InternationalCGIC
1.0% of the fund
+29%
AbbVieABBV
0.9% of the fund
+10%
Home DepotHD
0.8% of the fund
+5%
Ishares TRIBDY
0.8% of the fund
+1218%
Procter & GamblePG
0.7% of the fund
+4%
Schwab Strategic TRSCHF
0.6% of the fund
+4%
Select Sector Spdr TRXLU
0.4% of the fund
+3%
Select Sector Spdr TRXLP
0.4% of the fund
+3%
Advanced Micro DevicesAMD
0.3% of the fund
+10%
Ishares TRAGG
0.3% of the fund
+6%
Abbott LaboratoriesABT
0.3% of the fund
+110%
Ishares TRIBMQ
0.3% of the fund
+2%
ProgressivePGR
0.2% of the fund
+3%
Applied MaterialsAMAT
0.2% of the fund
+3%
Automatic Data ProcessingADP
0.2% of the fund
+68%
StrykerSYK
0.2% of the fund
+2%
Kimberly-ClarkKMB
0.2% of the fund
+6%
First TR Exchange Traded FDAIRR
0.1% of the fund
+44%
UnitedHealth GroupUNH
0.1% of the fund
+7%

Cut

Sold some of their stake.

Ishares TRIBDR
2.2% of the fund
-26%
Vanguard Specialized FundsVIG
1.2% of the fund
-5%
BroadcomAVGO
1.2% of the fund
-7%
Johnson & JohnsonJNJ
1.0% of the fund
-9%
Bristol-Myers SquibbBMY
0.8% of the fund
-5%
TeslaTSLA
0.8% of the fund
-15%
Seagate Technology HoldingsSTX
0.7% of the fund
-4%
WalmartWMT
0.7% of the fund
-3%
AmgenAMGN
0.6% of the fund
-7%
Ishares TRDGRO
0.6% of the fund
-16%
Micron TechnologyMU
0.5% of the fund
-8%
ExxonMobil HoldingsXOM
0.5% of the fund
-6%
Global X FDSCATH
0.5% of the fund
-11%
Lam ResearchLRCX
0.5% of the fund
-5%
Southern CompanySO
0.5% of the fund
-3%
Coca-ColaKO
0.5% of the fund
-5%
MerckMRK
0.5% of the fund
-4%
Philip Morris InternationalPM
0.4% of the fund
-3%
ChevronCVX
0.4% of the fund
-4%
Ishares TRIBMO
0.3% of the fund
-6%
Texas InstrumentsTXN
0.3% of the fund
-11%
McDonald'sMCD
0.3% of the fund
-11%
PepsiCoPEP
0.3% of the fund
-7%
Emerson ElectricEMR
0.3% of the fund
-12%
Ishares TRIEFA
0.3% of the fund
-4%

Sold out

Sold their entire stake.

Holdings

AppleAAPL
Share
4.8%
Value
$78m
Shares
269,682
Held
Ishares TRIBDS
Share
3.2%
Value
$52m
Shares
2,150,618
+5%
NvidiaNVDA
Share
2.9%
Value
$46m
Shares
231,124
Held
Ishares TRIBDU
Share
2.7%
Value
$44m
Shares
1,895,010
+7%
Ishares TRIBDT
Share
2.6%
Value
$42m
Shares
1,666,571
+7%
Ishares TRIBDV
Share
2.5%
Value
$41m
Shares
1,880,024
+8%
Ishares TRIBDR
Share
2.2%
Value
$36m
Shares
1,472,485
-26%
MicrosoftMSFT
Share
2.2%
Value
$35m
Shares
93,606
Held
First TR Exchng Traded FD VIBUFR
Share
2.0%
Value
$32m
Shares
882,918
Held
Ishares TRIBDW
Share
1.7%
Value
$28m
Shares
1,323,935
+12%
Eli LillyLLY
Share
1.7%
Value
$27m
Shares
22,347
Held
Vanguard Index FDSVOO
Share
1.6%
Value
$27m
Shares
38,673
Held
Schwab Strategic TRSCHX
Share
1.6%
Value
$26m
Shares
899,798
Held
Vanguard Index FDSVTI
Share
1.6%
Value
$26m
Shares
70,286
Held
Ishares TRIBDX
Share
1.6%
Value
$25m
Shares
1,005,519
+11%
Vanguard World FDVGT
Share
1.5%
Value
$24m
Shares
197,243
Held
Amazon.comAMZN
Share
1.3%
Value
$21m
Shares
89,124
Held
JPMorgan ChaseJPM
Share
1.3%
Value
$21m
Shares
63,442
Held
Invesco QQQ TRQQQ
Share
1.3%
Value
$21m
Shares
28,000
Held
AlphabetGOOG
Share
1.3%
Value
$20m
Shares
57,156
Held
Vanguard Specialized FundsVIG
Share
1.2%
Value
$20m
Shares
83,264
-5%
BroadcomAVGO
Share
1.2%
Value
$19m
Shares
51,102
-7%
AlphabetGOOGL
Share
1.1%
Value
$18m
Shares
49,269
Held
Invesco Exchange Traded FD TSPHQ
Share
1.1%
Value
$17m
Shares
193,846
Held
Select Sector Spdr TRXLK
Share
1.1%
Value
$17m
Shares
89,670
Held
Schwab Strategic TRSCHD
Share
1.0%
Value
$16m
Shares
517,197
Held
Johnson & JohnsonJNJ
Share
1.0%
Value
$16m
Shares
61,910
-9%
Capital Group InternationalCGIC
Share
1.0%
Value
$16m
Shares
426,147
+29%
State STR Spdr S&P 500 ETF TSPY
Share
0.9%
Value
$15m
Shares
19,957
Held
AbbVieABBV
Share
0.9%
Value
$15m
Shares
58,534
+10%
Bristol-Myers SquibbBMY
Share
0.8%
Value
$13m
Shares
233,338
-5%
Home DepotHD
Share
0.8%
Value
$13m
Shares
37,073
+5%
State STR Spdr DOW Jones INDDIA
Share
0.8%
Value
$13m
Shares
24,956
Held
Ishares TRIBDY
Share
0.8%
Value
$13m
Shares
490,589
+1218%
TeslaTSLA
Share
0.8%
Value
$13m
Shares
29,777
-15%
Procter & GamblePG
Share
0.7%
Value
$12m
Shares
81,681
+4%
Ishares TRIWF
Share
0.7%
Value
$11m
Shares
86,316
Held
Seagate Technology HoldingsSTX
Share
0.7%
Value
$11m
Shares
10,889
-4%
WalmartWMT
Share
0.7%
Value
$10m
Shares
92,653
-3%
CaterpillarCAT
Share
0.6%
Value
$10m
Shares
9,741
Held
AmgenAMGN
Share
0.6%
Value
$10m
Shares
27,043
-7%
Vanguard Whitehall FDSVYM
Share
0.6%
Value
$9m
Shares
59,618
Held
Berkshire HathawayBRK-B
Share
0.6%
Value
$9m
Shares
18,557
Held
Ishares TRDGRO
Share
0.6%
Value
$9m
Shares
118,154
-16%
Schwab Strategic TRSCHF
Share
0.6%
Value
$9m
Shares
322,218
+4%
Enterprise Products Partners L.P.EPD
Share
0.6%
Value
$9m
Shares
241,788
Held
Micron TechnologyMU
Share
0.5%
Value
$9m
Shares
7,664
-8%
International Business MachinesIBM
Share
0.5%
Value
$9m
Shares
30,915
Held
ExxonMobil HoldingsXOM
Share
0.5%
Value
$9m
Shares
63,310
-6%
Global X FDSCATH
Share
0.5%
Value
$9m
Shares
97,427
-11%
RTXRTX
Share
0.5%
Value
$8m
Shares
44,189
Held
Lam ResearchLRCX
Share
0.5%
Value
$8m
Shares
19,163
-5%
Southern CompanySO
Share
0.5%
Value
$8m
Shares
86,522
-3%
Coca-ColaKO
Share
0.5%
Value
$8m
Shares
100,115
-5%
MerckMRK
Share
0.5%
Value
$8m
Shares
62,066
-4%
VisaV
Share
0.4%
Value
$7m
Shares
20,879
Held
Select Sector Spdr TRXLU
Share
0.4%
Value
$7m
Shares
157,707
+3%
Philip Morris InternationalPM
Share
0.4%
Value
$7m
Shares
39,416
-3%
Meta PlatformsMETA
Share
0.4%
Value
$7m
Shares
12,536
Held
AflacAFL
Share
0.4%
Value
$7m
Shares
59,536
Held
Spdr Gold TRGLD
Share
0.4%
Value
$6m
Shares
17,462
Held
Fifth Third BancorpFITB
Share
0.4%
Value
$6m
Shares
114,106
Held
Ishares TRIWR
Share
0.4%
Value
$6m
Shares
56,915
Held
Vanguard BD Index FDSBND
Share
0.4%
Value
$6m
Shares
85,414
Held
Ishares TRIWB
Share
0.4%
Value
$6m
Shares
15,104
Held
Select Sector Spdr TRXLP
Share
0.4%
Value
$6m
Shares
73,216
+3%
Vanguard Index FDSVTV
Share
0.4%
Value
$6m
Shares
26,998
Held
ChevronCVX
Share
0.4%
Value
$6m
Shares
34,331
-4%
Ishares TRIBMO
Share
0.3%
Value
$6m
Shares
214,675
-6%
Costco WholesaleCOST
Share
0.3%
Value
$5m
Shares
5,867
Held
Texas InstrumentsTXN
Share
0.3%
Value
$5m
Shares
18,127
-11%
Cisco SystemsCSCO
Share
0.3%
Value
$5m
Shares
45,502
Held
McDonald'sMCD
Share
0.3%
Value
$5m
Shares
19,677
-11%
PepsiCoPEP
Share
0.3%
Value
$5m
Shares
38,915
-7%
Advanced Micro DevicesAMD
Share
0.3%
Value
$5m
Shares
8,749
+10%
Ishares TRIBMP
Share
0.3%
Value
$5m
Shares
198,399
Held
Select Sector Spdr TRXLV
Share
0.3%
Value
$5m
Shares
31,479
Held
Emerson ElectricEMR
Share
0.3%
Value
$5m
Shares
34,696
-12%
Altria GroupMO
Share
0.3%
Value
$5m
Shares
68,995
Held
Ishares TRAGG
Share
0.3%
Value
$5m
Shares
48,449
+6%
Ishares TRIEFA
Share
0.3%
Value
$5m
Shares
48,031
-4%
Ishares TRIBTG
Share
0.3%
Value
$5m
Shares
201,456
-59%
Vanguard Index FDSVUG
Share
0.3%
Value
$5m
Shares
53,242
Held
General DynamicsGD
Share
0.3%
Value
$4m
Shares
12,579
Held
IntelINTC
Share
0.3%
Value
$4m
Shares
31,633
Held
Ishares TRIWM
Share
0.3%
Value
$4m
Shares
14,584
Held
AstrazenecaAZN
Share
0.3%
Value
$4m
Shares
22,836
Held
Abbott LaboratoriesABT
Share
0.3%
Value
$4m
Shares
46,918
+110%
Ishares TRIBMQ
Share
0.3%
Value
$4m
Shares
164,866
+2%
Consolidated EdisonED
Share
0.3%
Value
$4m
Shares
37,009
Held
Palo Alto NetworksPANW
Share
0.3%
Value
$4m
Shares
11,984
Held
American ExpressAXP
Share
0.3%
Value
$4m
Shares
12,061
-8%
ProgressivePGR
Share
0.2%
Value
$4m
Shares
18,341
+3%
QualcommQCOM
Share
0.2%
Value
$4m
Shares
21,626
-4%
Vanguard World FDVHT
Share
0.2%
Value
$4m
Shares
13,279
Held
Bank of AmericaBAC
Share
0.2%
Value
$4m
Shares
69,063
Held
Applied MaterialsAMAT
Share
0.2%
Value
$4m
Shares
5,148
+3%
WelltowerWELL
Share
0.2%
Value
$4m
Shares
16,200
Held
TJX CompaniesTJX
Share
0.2%
Value
$4m
Shares
24,142
Held
Williams CompaniesWMB
Share
0.2%
Value
$4m
Shares
48,194
Held

Company	Share of fund	Value	Shares	Change
AppleAAPL	4.8%	$78m	269,682	Held
Ishares TRIBDS	3.2%	$52m	2,150,618	+5%
NvidiaNVDA	2.9%	$46m	231,124	Held
Ishares TRIBDU	2.7%	$44m	1,895,010	+7%
Ishares TRIBDT	2.6%	$42m	1,666,571	+7%
Ishares TRIBDV	2.5%	$41m	1,880,024	+8%
Ishares TRIBDR	2.2%	$36m	1,472,485	-26%
MicrosoftMSFT	2.2%	$35m	93,606	Held
First TR Exchng Traded FD VIBUFR	2.0%	$32m	882,918	Held
Ishares TRIBDW	1.7%	$28m	1,323,935	+12%
Eli LillyLLY	1.7%	$27m	22,347	Held
Vanguard Index FDSVOO	1.6%	$27m	38,673	Held
Schwab Strategic TRSCHX	1.6%	$26m	899,798	Held
Vanguard Index FDSVTI	1.6%	$26m	70,286	Held
Ishares TRIBDX	1.6%	$25m	1,005,519	+11%
Vanguard World FDVGT	1.5%	$24m	197,243	Held
Amazon.comAMZN	1.3%	$21m	89,124	Held
JPMorgan ChaseJPM	1.3%	$21m	63,442	Held
Invesco QQQ TRQQQ	1.3%	$21m	28,000	Held
AlphabetGOOG	1.3%	$20m	57,156	Held
Vanguard Specialized FundsVIG	1.2%	$20m	83,264	-5%
BroadcomAVGO	1.2%	$19m	51,102	-7%
AlphabetGOOGL	1.1%	$18m	49,269	Held
Invesco Exchange Traded FD TSPHQ	1.1%	$17m	193,846	Held
Select Sector Spdr TRXLK	1.1%	$17m	89,670	Held
Schwab Strategic TRSCHD	1.0%	$16m	517,197	Held
Johnson & JohnsonJNJ	1.0%	$16m	61,910	-9%
Capital Group InternationalCGIC	1.0%	$16m	426,147	+29%
State STR Spdr S&P 500 ETF TSPY	0.9%	$15m	19,957	Held
AbbVieABBV	0.9%	$15m	58,534	+10%
Bristol-Myers SquibbBMY	0.8%	$13m	233,338	-5%
Home DepotHD	0.8%	$13m	37,073	+5%
State STR Spdr DOW Jones INDDIA	0.8%	$13m	24,956	Held
Ishares TRIBDY	0.8%	$13m	490,589	+1218%
TeslaTSLA	0.8%	$13m	29,777	-15%
Procter & GamblePG	0.7%	$12m	81,681	+4%
Ishares TRIWF	0.7%	$11m	86,316	Held
Seagate Technology HoldingsSTX	0.7%	$11m	10,889	-4%
WalmartWMT	0.7%	$10m	92,653	-3%
CaterpillarCAT	0.6%	$10m	9,741	Held
AmgenAMGN	0.6%	$10m	27,043	-7%
Vanguard Whitehall FDSVYM	0.6%	$9m	59,618	Held
Berkshire HathawayBRK-B	0.6%	$9m	18,557	Held
Ishares TRDGRO	0.6%	$9m	118,154	-16%
Schwab Strategic TRSCHF	0.6%	$9m	322,218	+4%
Enterprise Products Partners L.P.EPD	0.6%	$9m	241,788	Held
Micron TechnologyMU	0.5%	$9m	7,664	-8%
International Business MachinesIBM	0.5%	$9m	30,915	Held
ExxonMobil HoldingsXOM	0.5%	$9m	63,310	-6%
Global X FDSCATH	0.5%	$9m	97,427	-11%
RTXRTX	0.5%	$8m	44,189	Held
Lam ResearchLRCX	0.5%	$8m	19,163	-5%
Southern CompanySO	0.5%	$8m	86,522	-3%
Coca-ColaKO	0.5%	$8m	100,115	-5%
MerckMRK	0.5%	$8m	62,066	-4%
VisaV	0.4%	$7m	20,879	Held
Select Sector Spdr TRXLU	0.4%	$7m	157,707	+3%
Philip Morris InternationalPM	0.4%	$7m	39,416	-3%
Meta PlatformsMETA	0.4%	$7m	12,536	Held
AflacAFL	0.4%	$7m	59,536	Held
Spdr Gold TRGLD	0.4%	$6m	17,462	Held
Fifth Third BancorpFITB	0.4%	$6m	114,106	Held
Ishares TRIWR	0.4%	$6m	56,915	Held
Vanguard BD Index FDSBND	0.4%	$6m	85,414	Held
Ishares TRIWB	0.4%	$6m	15,104	Held
Select Sector Spdr TRXLP	0.4%	$6m	73,216	+3%
Vanguard Index FDSVTV	0.4%	$6m	26,998	Held
ChevronCVX	0.4%	$6m	34,331	-4%
Ishares TRIBMO	0.3%	$6m	214,675	-6%
Costco WholesaleCOST	0.3%	$5m	5,867	Held
Texas InstrumentsTXN	0.3%	$5m	18,127	-11%
Cisco SystemsCSCO	0.3%	$5m	45,502	Held
McDonald'sMCD	0.3%	$5m	19,677	-11%
PepsiCoPEP	0.3%	$5m	38,915	-7%
Advanced Micro DevicesAMD	0.3%	$5m	8,749	+10%
Ishares TRIBMP	0.3%	$5m	198,399	Held
Select Sector Spdr TRXLV	0.3%	$5m	31,479	Held
Emerson ElectricEMR	0.3%	$5m	34,696	-12%
Altria GroupMO	0.3%	$5m	68,995	Held
Ishares TRAGG	0.3%	$5m	48,449	+6%
Ishares TRIEFA	0.3%	$5m	48,031	-4%
Ishares TRIBTG	0.3%	$5m	201,456	-59%
Vanguard Index FDSVUG	0.3%	$5m	53,242	Held
General DynamicsGD	0.3%	$4m	12,579	Held
IntelINTC	0.3%	$4m	31,633	Held
Ishares TRIWM	0.3%	$4m	14,584	Held
AstrazenecaAZN	0.3%	$4m	22,836	Held
Abbott LaboratoriesABT	0.3%	$4m	46,918	+110%
Ishares TRIBMQ	0.3%	$4m	164,866	+2%
Consolidated EdisonED	0.3%	$4m	37,009	Held
Palo Alto NetworksPANW	0.3%	$4m	11,984	Held
American ExpressAXP	0.3%	$4m	12,061	-8%
ProgressivePGR	0.2%	$4m	18,341	+3%
QualcommQCOM	0.2%	$4m	21,626	-4%
Vanguard World FDVHT	0.2%	$4m	13,279	Held
Bank of AmericaBAC	0.2%	$4m	69,063	Held
Applied MaterialsAMAT	0.2%	$4m	5,148	+3%
WelltowerWELL	0.2%	$4m	16,200	Held
TJX CompaniesTJX	0.2%	$4m	24,142	Held
Williams CompaniesWMB	0.2%	$4m	48,194	Held

Showing the largest 100 of 440.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 19.0% since 30 June 2025.

Where the money is

Technology17.1%

Health care7.9%

Financial services5.7%

Industrials4.1%

Retail & consumer4.0%

Everyday goods3.9%

Media & telecom3.2%

Utilities2.4%

Energy1.6%

Real estate0.6%

Materials0.3%

Other49.2%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.