Latest Sound View Wealth Advisors Group, LLC Stock Portfolio

Sound View Wealth Advisors Group, LLC Performance:

2025 Q3: 5.44%YTD: 9.64%2024: 13.19%

Performance for 2025 Q3 is 5.44%, and YTD is 9.64%, and 2024 is 13.19%.

About Sound View Wealth Advisors Group, LLC and 13F Hedge Fund Stock Holdings

Sound View Wealth Advisors Group, LLC is a hedge fund based in SAVANNAH, GA. On 26-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $1.4 Billions. In it's latest 13F Holdings report, Sound View Wealth Advisors Group, LLC reported an equity portfolio of $1.5 Billions as of 30 Sep, 2025.

The top stock holdings of Sound View Wealth Advisors Group, LLC are AAPL, MSFT, NVDA. The fund has invested 5.1% of it's portfolio in APPLE INC and 3.3% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off FIDELITY NATIONAL FINANCIAL (FNF), SANOFI and ADOBE INC (ADBE) stocks. They significantly reduced their stock positions in ACCENTURE PLC IRELAND (ACN), TRANE TECHNOLOGIES PLC (TT) and UNITED PARCEL SERVICE INC (UPS). Sound View Wealth Advisors Group, LLC opened new stock positions in GLOBAL X FDS (AGNG), CAPITAL GROUP INTERNATIONAL and ISHARES TR (IBCE). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN INTL GROUP INC (AIG), SCHWAB STRATEGIC TR (FNDA) and INNOVATOR ETFS TRUST (BAPR).

Sound View Wealth Advisors Group, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Sound View Wealth Advisors Group, LLC made a return of 5.44% in the last quarter. In trailing 12 months, it's portfolio return was 10.39%.

New Buys

Ticker	$ Bought
global x fds	9,286,550
capital group international	4,506,060
ishares tr	454,377
agnico eagle mines ltd	352,290
j p morgan exchange traded f	336,004
vanguard star fds	325,281
grayscale bitcoin trust etf	257,640
clorox co del	250,064

New stocks bought by Sound View Wealth Advisors Group, LLC

Additions

Ticker	% Inc.
american intl group inc	84.55
schwab strategic tr	50.81
innovator etfs trust	43.3
unitedhealth group inc	41.6
boeing co	33.47
uber technologies inc	25.63
baxter intl inc	23.04
victory portfolios ii	22.04

Additions to existing portfolio by Sound View Wealth Advisors Group, LLC

Reductions

Ticker	% Reduced
accenture plc ireland	-42.18
trane technologies plc	-39.53
united parcel service inc	-39.43
select sector spdr tr	-39.18
target corp	-33.99
humana inc	-32.36
applovin corp	-30.92
kla corp	-25.72

Sound View Wealth Advisors Group, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
weyerhaeuser co mtn be	-230,288
kyndryl hldgs inc	-231,661
sanofi	-258,555
jfrog ltd	-232,564
fidelity national financial	-260,623
copart inc	-208,646
chipotle mexican grill inc	-204,387
paypal hldgs inc	-220,298

Sound View Wealth Advisors Group, LLC got rid off the above stocks

Sector Distribution

Sound View Wealth Advisors Group, LLC has about 44.4% of it's holdings in Others sector.

Sector	%
Others	44.4
Technology	17.9
Healthcare	7.9
Financial Services	5.8
Consumer Cyclical	5.1
Consumer Defensive	4.7
Industrials	4.5
Communication Services	3.3
Energy	2.4
Utilities	2.3
Real Estate	1.3

Market Cap. Distribution

Sound View Wealth Advisors Group, LLC has about 54.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	44.4
MEGA-CAP	31.8
LARGE-CAP	22.8

Stocks belong to which Index?

About 52.2% of the stocks held by Sound View Wealth Advisors Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	52.2
Others	47.4

Top 5 Winners (%)		%
APP	applovin corp	105.3 %
STX	seagate technology hldngs pl	63.6 %
FIX	comfort sys usa inc	53.8 %
INTC	intel corp	49.8 %
GLW	corning inc	49.2 %

Top 5 Winners ($)		$
AAPL	apple inc	14.5 M
NVDA	nvidia corporation	6.6 M
TSLA	tesla inc	4.5 M
GOOG	alphabet inc	4.1 M
AVGO	broadcom inc	3.5 M

Top 5 Losers (%)		%
AIG	american intl group inc	-44.8 %
BYRN	byrna technologies inc	-28.1 %
BAX	baxter intl inc	-21.1 %
MSTR	strategy inc	-20.3 %
CARR	carrier global corporation	-18.4 %

Top 5 Losers ($)		$
BYRN	byrna technologies inc	-0.9 M
PM	philip morris intl inc	-0.8 M
KO	coca cola co	-0.5 M
PG	procter and gamble co	-0.5 M
TXN	texas instrs inc	-0.4 M

Sound View Wealth Advisors Group, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Sound View Wealth Advisors Group, LLC

Sound View Wealth Advisors Group, LLC has 417 stocks in it's portfolio. About 23.8% of the portfolio is in top 10 stocks. BYRN proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Sound View Wealth Advisors Group, LLC last quarter.

Last Reported on: 10 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	5.12	292,732	74,538,200	reduced	-0.35

AAXJ	ishares tr	0.17	45,627	2,419,600	unchanged	0.00

AAXJ	ishares tr	0.14	63,078	1,994,540	reduced	-2.77

AAXJ	ishares tr	0.06	7,613	810,708	reduced	-0.12

AAXJ	ishares tr	0.03	3,529	478,768	reduced	-5.31

AAXJ	ishares tr	0.02	5,803	348,643	reduced	-2.55

AAXJ	ishares tr	0.02	2,694	339,296	unchanged	0.00

ABBV	abbvie inc	0.85	53,429	12,370,800	reduced	-2.74

ABT	abbott labs	0.22	24,341	3,260,250	reduced	-2.92

ACN	accenture plc ireland	0.02	1,020	251,532	reduced	-42.18

ACR	acres commercial realty corp	0.01	10,000	211,600	unchanged	0.00

ACWF	ishares tr	2.85	1,644,080	41,414,300	reduced	-10.05

ACWF	ishares tr	0.70	150,071	10,216,800	reduced	-1.48

ADBE	adobe inc	0.00	0.00	0.00	sold off	-100

ADI	analog devices inc	0.02	933	229,123	reduced	-8.98

ADP	automatic data processing in	0.20	9,777	2,869,400	reduced	-0.72

AEP	american elec pwr co inc	0.18	22,734	2,557,520	reduced	-1.46

AFK	vaneck etf trust	0.08	3,462	1,129,870	reduced	-0.6

AFK	vaneck etf trust	0.04	5,523	547,340	reduced	-1.04

AFL	aflac inc	0.46	59,578	6,654,900	added	1.34