Sound View Wealth Advisors Group, LLC
444 holdingsFiling period: 2026-06-30Current AUM: $1.65Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 269.7K | $78.0M | $92.9M | 5.62% | -5,080 | 2026-06-30 |
| 2 | IBDS | iShares TR | 2.15M | $52.1M | $51.9M | 3.14% | +101.6K | 2026-06-30 |
| 3 | NVDA | NVIDIA Corporation | 231.1K | $46.2M | $47.3M | 2.86% | +3.2K | 2026-06-30 |
| 4 | IBDU | iShares TR | 1.90M | $43.9M | $43.3M | 2.62% | +128.7K | 2026-06-30 |
| 5 | IBDT | iShares TR | 1.67M | $42.1M | $41.7M | 2.53% | +104.0K | 2026-06-30 |
| 6 | IBDV | iShares TR | 1.88M | $41.0M | $40.2M | 2.43% | +133.7K | 2026-06-30 |
| 7 | IBDR | iShares TR | 1.47M | $35.7M | $35.7M | 2.16% | -508,772 | 2026-06-30 |
| 8 | MSFT | Microsoft Corp | 93.6K | $34.9M | $48.9M | 2.96% | -441 | 2026-06-30 |
| 9 | BUFR | First TR Exchng Traded FD VI | 882.9K | $32.3M | $33.0M | 2.00% | -207 | 2026-06-30 |
| 10 | IBDW | iShares TR | 1.32M | $27.6M | $26.9M | 1.63% | +141.1K | 2026-06-30 |
| 11 | LLY | Eli Lilly & Co | 22.3K | $26.8M | $31.7M | 1.92% | -46 | 2026-06-30 |
| 12 | VOO | Vanguard Index Fds | 38.7K | $26.6M | $26.9M | 1.63% | -106 | 2026-06-30 |
| 13 | SCHX | Schwab Strategic TR | 899.8K | $26.5M | $26.8M | 1.62% | -17,901 | 2026-06-30 |
| 14 | VTI | Vanguard Index Fds | 70.3K | $26.0M | $26.1M | 1.58% | -82 | 2026-06-30 |
| 15 | IBDX | iShares TR | 1.01M | $25.3M | $24.6M | 1.49% | +99.9K | 2026-06-30 |
| 16 | VGT | Vanguard World FD | 197.2K | $23.6M | $23.1M | 1.40% | +172.1K | 2026-06-30 |
| 17 | AMZN | Amazon.com Inc | 89.1K | $21.2M | $21.4M | 1.30% | +257 | 2026-06-30 |
| 18 | JPM | JPMorgan Chase & Co | 63.4K | $20.8M | $21.4M | 1.29% | -1,199 | 2026-06-30 |
| 19 | QQQ | Invesco Qqq TR | 28.0K | $20.6M | $19.3M | 1.17% | -278 | 2026-06-30 |
| 20 | GOOG | Alphabet Inc | 57.2K | $20.2M | $15.9M | 0.96% | -894 | 2026-06-30 |
| 21 | VIG | Vanguard Specialized Funds | 83.3K | $19.7M | $20.6M | 1.25% | -4,125 | 2026-06-30 |
| 22 | AVGO | Broadcom Inc | 51.1K | $19.3M | $16.7M | 1.01% | -3,830 | 2026-06-30 |
| 23 | GOOGL | Alphabet Inc | 49.3K | $17.6M | $13.8M | 0.83% | +131 | 2026-06-30 |
| 24 | SPHQ | Invesco Exchange Traded FD T | 193.8K | $17.5M | $16.1M | 0.97% | -728 | 2026-06-30 |
| 25 | XLK | Select Sector Spdr TR | 89.7K | $17.1M | $16.1M | 0.97% | +893 | 2026-06-30 |
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