Latest Sound View Wealth Advisors Group, LLC Stock Portfolio

Sound View Wealth Advisors Group, LLC Performance:

2025 Q4: 0.44%YTD: 10.9%2024: 10.8%

Performance for 2025 Q4 is 0.44%, and YTD is 10.9%, and 2024 is 10.8%.

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 31 Dec, 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% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off ISHARES TR (DMXF), ISHARES TR (BGRN) and UNILEVER PLC stocks. They significantly reduced their stock positions in ZIMMER BIOMET HOLDINGS INC (ZBH), TRUIST FINL CORP (TFC) and PFIZER INC (PFE). Sound View Wealth Advisors Group, LLC opened new stock positions in PROFESIONALLY MANAGED PORTFO, BIOMARIN PHARMACEUTICAL INC (BMRN) and INNOVATOR ETFS TRUST (BAPR). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SERVICENOW INC (NOW) and J P MORGAN EXCHANGE TRADED F (BBAX).

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 0.44% in the last quarter. In trailing 12 months, it's portfolio return was 10.9%.

Performance
S&P 500

New Buys

Ticker	$ Bought
profesionally managed portfo	1,740,270
unilever plc	441,385
biomarin pharmaceutical inc	434,433
bluerock pvt real estate fd	352,005
innovator etfs trust	304,293
innovator etfs trust	298,925
albemarle corp	274,716
invesco exch traded fd tr ii	264,832

New stocks bought by Sound View Wealth Advisors Group, LLC

Additions

Ticker	% Inc.
netflix inc	844
servicenow inc	384
j p morgan exchange traded f	272
select sector spdr tr	108
select sector spdr tr	103
select sector spdr tr	99.89
select sector spdr tr	99.1
accenture plc ireland	88.43

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

Reductions

Ticker	% Reduced
zimmer biomet holdings inc	-50.39
truist finl corp	-47.53
pfizer inc	-37.71
pacer fds tr	-36.61
oneok inc new	-31.84
argenx se	-24.24
ishares tr	-24.06
s&p global inc	-23.1

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

Sold off

Ticker	$ Sold
ishares tr	-41,414,300
ishares tr	-4,463,470
ishares tr	-3,778,550
baxter intl inc	-300,194
sarepta therapeutics inc	-244,633
acres commercial realty corp	-211,600
kraft heinz co	-212,070
unilever plc	-451,714

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

Sector Distribution

Sound View Wealth Advisors Group, LLC has about 46.2% of it's holdings in Others sector.

Sector	%
Others	46.2
Technology	17
Healthcare	8.4
Financial Services	5.7
Consumer Cyclical	4.8
Consumer Defensive	4.3
Industrials	4.2
Communication Services	3.5
Energy	2.3
Utilities	2
Real Estate	1.1

Market Cap. Distribution

Sound View Wealth Advisors Group, LLC has about 52.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	46.2
MEGA-CAP	31.2
LARGE-CAP	21.7

Stocks belong to which Index?

About 50.7% 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	50.7
Others	48.9

Top 5 Winners (%)		%
	calcimedica inc	114.3 %
BFLY	butterfly network inc	96.9 %
MU	micron technology inc	67.8 %
SLV	ishares silver tr	51.9 %
LLY	eli lilly & co	40.7 %

Top 5 Winners ($)		$
LLY	eli lilly & co	7.1 M
AAPL	apple inc	4.9 M
GOOG	alphabet inc	4.3 M
GOOG	alphabet inc	3.5 M
BMY	bristol-myers squibb co	2.5 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.7 %
NOW	servicenow inc	-75.1 %
XLB	select sector spdr tr	-43.5 %
XLB	select sector spdr tr	-43.0 %
XLB	select sector spdr tr	-42.9 %

Top 5 Losers ($)		$
NFLX	netflix inc	-10.3 M
XLB	select sector spdr tr	-9.2 M
XLB	select sector spdr tr	-5.1 M
MSFT	microsoft corp	-3.2 M
NOW	servicenow inc	-3.2 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 412 stocks in it's portfolio. About 25.3% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. LLY was the most profitable stock for Sound View Wealth Advisors Group, LLC last quarter.

Last Reported on: 08 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	5.10	279,740	76,050,100	reduced	-4.44

AAXJ	ishares tr	0.16	45,612	2,411,960	reduced	-0.03

AAXJ	ishares tr	0.12	58,295	1,804,820	reduced	-7.58

AAXJ	ishares tr	0.06	7,604	814,464	reduced	-0.12

AAXJ	ishares tr	0.03	3,530	491,847	added	0.03

AAXJ	ishares tr	0.02	5,679	352,952	reduced	-2.14

AAXJ	ishares tr	0.02	2,694	347,055	unchanged	0.00

ABBV	abbvie inc	0.81	52,789	12,061,900	reduced	-1.2

ABT	abbott labs	0.20	23,829	2,985,560	reduced	-2.1

ACN	accenture plc ireland	0.04	1,922	515,673	added	88.43

ACR	acres commercial realty corp	0.00	0.00	0.00	sold off	-100

ACWF	ishares tr	0.68	146,511	10,170,800	reduced	-2.37

ACWF	ishares tr	0.00	0.00	0.00	sold off	-100

ADI	analog devices inc	0.02	930	252,099	reduced	-0.32

ADP	automatic data processing in	0.17	9,669	2,487,160	reduced	-1.1

AEP	american elec pwr co inc	0.18	22,718	2,619,570	reduced	-0.07

AFK	vaneck etf trust	0.07	3,088	1,112,140	reduced	-10.8

AFK	vaneck etf trust	0.03	4,933	510,869	reduced	-10.68

AFL	aflac inc	0.44	59,881	6,603,120	added	0.51

AFLG	first tr exchng traded fd vi	2.06	894,718	30,653,000	added	3.00