Sound View Wealth Advisors Group, LLC
444 holdingsFiling period: 2026-06-30Current AUM: $1.63Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 269.7K | $78.0M | $89.4M | 5.47% | -5,080 | 2026-06-30 |
| 2 | IBDS | ISHARES TR | 2.15M | $52.1M | $51.9M | 3.17% | +101.6K | 2026-06-30 |
| 3 | NVDA | NVIDIA CORPORATION | 231.1K | $46.2M | $49.0M | 3.00% | +3.2K | 2026-06-30 |
| 4 | IBDU | ISHARES TR | 1.90M | $43.9M | $43.2M | 2.64% | +128.7K | 2026-06-30 |
| 5 | IBDT | ISHARES TR | 1.67M | $42.1M | $41.7M | 2.55% | +104.0K | 2026-06-30 |
| 6 | IBDV | ISHARES TR | 1.88M | $41.0M | $40.0M | 2.45% | +133.7K | 2026-06-30 |
| 7 | IBDR | ISHARES TR | 1.47M | $35.7M | $35.6M | 2.18% | -508,772 | 2026-06-30 |
| 8 | MSFT | MICROSOFT CORP | 93.6K | $34.9M | $46.5M | 2.85% | -441 | 2026-06-30 |
| 9 | BUFR | FIRST TR EXCHNG TRADED FD VI | 882.9K | $32.3M | $32.9M | 2.01% | -207 | 2026-06-30 |
| 10 | IBDW | ISHARES TR | 1.32M | $27.6M | $26.8M | 1.64% | +141.1K | 2026-06-30 |
| 11 | LLY | ELI LILLY & CO | 22.3K | $26.8M | $25.4M | 1.55% | -46 | 2026-06-30 |
| 12 | VOO | VANGUARD INDEX FDS | 38.7K | $26.6M | $26.9M | 1.65% | -106 | 2026-06-30 |
| 13 | SCHX | SCHWAB STRATEGIC TR | 899.8K | $26.5M | $26.9M | 1.64% | -17,901 | 2026-06-30 |
| 14 | VTI | VANGUARD INDEX FDS | 70.3K | $26.0M | $26.2M | 1.60% | -82 | 2026-06-30 |
| 15 | IBDX | ISHARES TR | 1.01M | $25.3M | $24.5M | 1.50% | +99.9K | 2026-06-30 |
| 16 | VGT | VANGUARD WORLD FD | 197.2K | $23.6M | $23.4M | 1.43% | +172.1K | 2026-06-30 |
| 17 | AMZN | AMAZON COM INC | 89.1K | $21.2M | $22.1M | 1.35% | +257 | 2026-06-30 |
| 18 | JPM | JPMORGAN CHASE & CO | 63.4K | $20.8M | $22.4M | 1.37% | -1,199 | 2026-06-30 |
| 19 | QQQ | INVESCO QQQ TR | 28.0K | $20.6M | $19.7M | 1.21% | -278 | 2026-06-30 |
| 20 | GOOG | ALPHABET INC | 57.2K | $20.2M | $19.5M | 1.19% | -894 | 2026-06-30 |
| 21 | VIG | VANGUARD SPECIALIZED FUNDS | 83.3K | $19.7M | $19.8M | 1.21% | -4,125 | 2026-06-30 |
| 22 | AVGO | BROADCOM INC | 51.1K | $19.3M | $17.3M | 1.06% | -3,830 | 2026-06-30 |
| 23 | GOOGL | ALPHABET INC | 49.3K | $17.6M | $17.0M | 1.04% | +131 | 2026-06-30 |
| 24 | SPHQ | INVESCO EXCHANGE TRADED FD T | 193.8K | $17.5M | $16.2M | 0.99% | -728 | 2026-06-30 |
| 25 | XLK | SELECT SECTOR SPDR TR | 89.7K | $17.1M | $16.5M | 1.01% | +893 | 2026-06-30 |
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