Sound View Wealth Advisors Group, LLC
424 holdingsFiling period: 2026-03-31Current AUM: $1.62Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 274.8K | $69.7M | $84.9M | 5.25% | -4,978 | 2026-03-31 |
| 2 | IBDS | ISHARES TR | 2.05M | $49.7M | $49.6M | 3.07% | +66.3K | 2026-03-31 |
| 3 | IBDR | ISHARES TR | 1.98M | $48.0M | $48.0M | 2.97% | -32,045 | 2026-03-31 |
| 4 | IBDU | ISHARES TR | 1.77M | $41.1M | $40.7M | 2.52% | +152.9K | 2026-03-31 |
| 5 | NVDA | NVIDIA CORPORATION | 228.0K | $39.8M | $45.8M | 2.83% | -299 | 2026-03-31 |
| 6 | IBDT | ISHARES TR | 1.56M | $39.6M | $39.4M | 2.43% | +116.6K | 2026-03-31 |
| 7 | IBDV | ISHARES TR | 1.75M | $38.2M | $37.7M | 2.33% | +267.6K | 2026-03-31 |
| 8 | MSFT | MICROSOFT CORP | 94.0K | $34.8M | $43.7M | 2.70% | +1.3K | 2026-03-31 |
| 9 | BUFR | FIRST TR EXCHNG TRADED FD VI | 883.1K | $29.8M | $32.5M | 2.01% | -11,593 | 2026-03-31 |
| 10 | IBDW | ISHARES TR | 1.18M | $24.8M | $24.4M | 1.51% | +63.6K | 2026-03-31 |
| 11 | SCHX | SCHWAB STRATEGIC TR | 917.7K | $23.5M | $27.0M | 1.67% | -40,332 | 2026-03-31 |
| 12 | VOO | VANGUARD INDEX FDS | 38.8K | $23.2M | $26.6M | 1.65% | -160 | 2026-03-31 |
| 13 | IBDX | ISHARES TR | 905.7K | $22.9M | $22.5M | 1.39% | +49.6K | 2026-03-31 |
| 14 | VTI | VANGUARD INDEX FDS | 70.4K | $22.6M | $25.9M | 1.60% | -5,537 | 2026-03-31 |
| 15 | LLY | ELI LILLY & CO | 22.4K | $20.6M | $25.7M | 1.59% | -296 | 2026-03-31 |
| 16 | JPM | JPMORGAN CHASE & CO | 64.6K | $19.0M | $22.7M | 1.41% | -608 | 2026-03-31 |
| 17 | VIG | VANGUARD SPECIALIZED FUNDS | 87.4K | $18.8M | $20.9M | 1.29% | -474 | 2026-03-31 |
| 18 | AMZN | AMAZON COM INC | 88.9K | $18.5M | $24.1M | 1.49% | +178 | 2026-03-31 |
| 19 | VGT | VANGUARD WORLD FD | 25.1K | $17.5M | $22.7M | 1.41% | -325 | 2026-03-31 |
| 20 | AVGO | BROADCOM INC | 54.9K | $17.0M | $21.4M | 1.32% | -552 | 2026-03-31 |
| 21 | GOOG | ALPHABET INC | 58.0K | $16.7M | $20.7M | 1.28% | -1,304 | 2026-03-31 |
| 22 | JNJ | JOHNSON & JOHNSON | 68.1K | $16.6M | $17.5M | 1.08% | -820 | 2026-03-31 |
| 23 | QQQ | INVESCO QQQ TR | 28.3K | $16.3M | $19.5M | 1.20% | -102 | 2026-03-31 |
| 24 | SCHD | SCHWAB STRATEGIC TR | 520.6K | $16.0M | $17.4M | 1.08% | -28,775 | 2026-03-31 |
| 25 | BMY | BRISTOL-MYERS SQUIBB CO | 244.6K | $14.8M | $16.0M | 0.99% | -15,952 | 2026-03-31 |
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