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Sound View Wealth Advisors Group, LLC

13F filer · CIK 0001784777
Reported Aug 11, 2026
Net seller this quarter
13F portfolio value$1.61BU.S. long equity reported on 13F
Positions29823 new · 21 closed
Net flow last quarter-$24.8MBuys minus sells
Top 10 positions weight19.0%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 11, 2026298 positions
AAPLApple Inc.$78M4.84%0.00%-1.9%Q2 2019
NVDANvidia Corp$46.2M2.87%0.00%+1.4%Q2 2019
MSFTMicrosoft Corp$34.9M2.17%0.00%-0.5%Q2 2019
LLYELI LILLY & Co$26.8M1.66%0.00%-0.2%Q2 2019
AMZNAmazon Com Inc$21.2M1.32%0.00%+0.3%Q2 2019
JPMJPMorgan Chase & Co$20.8M1.29%0.00%-1.9%Q2 2019
QQQInvesco QQQ Trust, Series 1$20.6M1.28%Not reported-1.0%Q2 2019
GOOGAlphabet Inc.$20.2M1.25%Not reported-1.5%Q2 2019
AVGOBroadcom Inc.$19.3M1.20%0.00%-7.0%Q2 2019
GOOGLAlphabet Inc.$17.6M1.09%0.00%+0.3%Q2 2019
JNJJohnson & Johnson$15.7M0.98%0.00%-9.1%Q2 2019
SPYSPDR S&P 500 ETF Trust$14.9M0.93%Not reported-1.0%Q2 2019
ABBVAbbVie Inc.$14.7M0.91%0.00%+10.3%Q2 2019
BMYBristol Myers Squibb Co$13.4M0.83%0.01%-4.6%Q2 2019
HDHome Depot, Inc.$13.1M0.81%0.00%+5.1%Q2 2019
DIASPDR Dow Jones Industrial Average ETF Trust$13M0.81%Not reported+0.8%Q2 2019
TSLATesla, Inc.$12.5M0.78%0.00%-14.6%Q2 2020
PGPROCTER & GAMBLE Co$12M0.74%0.00%+4.0%Q2 2019
STXSeagate Technology Holdings plc$10.5M0.65%0.00%-3.7%Q4 2024
WMTWalmart Inc.$10.5M0.65%0.00%-3.4%Q2 2019
CATCaterpillar Inc$10.4M0.64%0.00%-1.4%Q2 2019
AMGNAmgen Inc$9.79M0.61%0.01%-7.0%Q2 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$9.42M0.58%Not reported-1.8%Q2 2019
BRK.BBerkshire Hathaway Inc$9.29M0.58%Not reported-1.5%Q2 2019
EPDEnterprise Products Partners L.P.$8.89M0.55%0.01%Not reportedQ2 2019
MUMicron Technology Inc$8.85M0.55%0.00%-8.3%Q4 2022
IBMInternational Business Machines Corp$8.69M0.54%0.00%-0.5%Q2 2019
XOMExxonMobil Holdings Corp$8.66M0.54%0.00%-5.5%Q2 2019
RTXRTX Corp$8.38M0.52%0.00%+0.8%Q2 2020
LRCXLam Research Corp$8.3M0.52%0.00%-4.9%Q2 2019
SOSouthern Co$8.28M0.51%0.01%-3.5%Q2 2019
KOCoca Cola Co$8.14M0.51%0.00%-4.8%Q2 2019
MRKMerck & Co., Inc.$7.98M0.50%0.00%-3.8%Q2 2019
VVisa Inc.$7.16M0.44%0.00%+0.4%Q2 2019
PMPhilip Morris International Inc.$7.13M0.44%0.00%-2.8%Q2 2019
METAMeta Platforms, Inc.$7.06M0.44%Not reported-0.7%Q2 2019
AFLAflac Inc$6.98M0.43%0.01%-0.1%Q2 2019
GLDSPDR Gold Trust$6.43M0.40%0.00%-1.5%Q2 2019
FITBFifth Third Bancorp$6.43M0.40%0.01%+1.2%Q4 2021
CVXChevron Corp$5.69M0.35%0.00%-3.7%Q2 2019
COSTCostco Wholesale Corp$5.49M0.34%0.00%+0.7%Q2 2019
TXNTexas Instruments Inc$5.4M0.34%0.00%-11.2%Q2 2019
CSCOCisco Systems, Inc.$5.34M0.33%0.00%-0.3%Q2 2019
MCDMcdonalds Corp$5.32M0.33%0.00%-11.0%Q2 2019
PEPPepsico Inc$5.27M0.33%0.00%-7.2%Q2 2019
AMDAdvanced Micro Devices Inc$5.08M0.32%0.00%+9.5%Q2 2020
EMREmerson Electric Co$4.97M0.31%0.01%-12.0%Q2 2019
MOAltria Group, Inc.$4.96M0.31%0.00%-0.1%Q2 2019
IBTGInternational Building Technologies Group, Inc.$4.61M0.29%Not reported-59.0%Q3 2025
GDGeneral Dynamics Corp$4.46M0.28%0.00%-1.5%Q2 2019
Q1 2026Reported May 6, 2026294 positions
AAPLApple Inc.$69.7M4.74%0.00%-1.8%Q2 2019
NVDANvidia Corp$39.8M2.70%0.00%-0.1%Q2 2019
MSFTMicrosoft Corp$34.8M2.37%0.00%+1.4%Q2 2019
LLYELI LILLY & Co$20.6M1.40%0.00%-1.3%Q2 2019
JPMJPMorgan Chase & Co$19M1.29%0.00%-0.9%Q2 2019
AMZNAmazon Com Inc$18.5M1.26%0.00%+0.2%Q2 2019
AVGOBroadcom Inc.$17M1.16%0.00%-1.0%Q2 2019
GOOGAlphabet Inc.$16.7M1.13%Not reported-2.2%Q2 2019
JNJJohnson & Johnson$16.6M1.13%0.00%-1.2%Q2 2019
QQQInvesco QQQ Trust, Series 1$16.3M1.11%Not reported-0.4%Q2 2019
BMYBristol Myers Squibb Co$14.8M1.01%0.01%-6.1%Q2 2019
GOOGLAlphabet Inc.$14.1M0.96%0.00%-0.7%Q2 2019
SPYSPDR S&P 500 ETF Trust$13.1M0.89%Not reported-0.4%Q2 2019
TSLATesla, Inc.$13M0.88%0.00%-0.9%Q2 2020
WMTWalmart Inc.$11.9M0.81%0.00%-3.6%Q2 2019
HDHome Depot, Inc.$11.6M0.79%0.00%+0.8%Q2 2019
ABBVAbbVie Inc.$11.5M0.79%0.00%+0.6%Q2 2019
DIASPDR Dow Jones Industrial Average ETF Trust$11.5M0.78%Not reported-0.9%Q2 2019
XOMExxonMobil Holdings Corp$11.4M0.77%0.00%-1.3%Q2 2019
PGPROCTER & GAMBLE Co$11.3M0.77%0.00%-2.2%Q2 2019
IBTGInternational Building Technologies Group, Inc.$11.3M0.77%Not reported-0.5%Q3 2025
AMGNAmgen Inc$10.2M0.70%0.01%-0.4%Q2 2019
EPDEnterprise Products Partners L.P.$9.15M0.62%0.01%-0.5%Q2 2019
BRK.BBerkshire Hathaway Inc$9.03M0.61%Not reported-0.2%Q2 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$8.99M0.61%Not reported-1.3%Q2 2019
SOSouthern Co$8.65M0.59%0.01%-0.2%Q2 2019
RTXRTX Corp$8.46M0.58%0.00%-1.7%Q2 2020
KOCoca Cola Co$8M0.54%0.00%-6.2%Q2 2019
MRKMerck & Co., Inc.$7.76M0.53%0.00%+0.4%Q2 2019
GLDSPDR Gold Trust$7.63M0.52%0.00%+7.9%Q2 2019
IBMInternational Business Machines Corp$7.53M0.51%0.00%-0.7%Q2 2019
CVXChevron Corp$7.38M0.50%0.00%+5.3%Q2 2019
METAMeta Platforms, Inc.$7.22M0.49%Not reported+0.4%Q2 2019
CATCaterpillar Inc$7M0.48%0.00%-1.4%Q2 2019
MCDMcdonalds Corp$6.87M0.47%0.00%-1.5%Q2 2019
PMPhilip Morris International Inc.$6.7M0.46%0.00%+0.8%Q2 2019
AFLAflac Inc$6.54M0.44%0.01%-0.5%Q2 2019
PEPPepsico Inc$6.51M0.44%0.00%-0.2%Q2 2019
VVisa Inc.$6.28M0.43%0.00%-3.8%Q2 2019
COSTCostco Wholesale Corp$5.81M0.40%0.00%+1.1%Q2 2019
FITBFifth Third Bancorp$5.24M0.36%0.01%+0.4%Q4 2021
EMREmerson Electric Co$5.16M0.35%0.01%-0.5%Q2 2019
MOAltria Group, Inc.$4.56M0.31%0.00%+0.4%Q2 2019
AZNAstrazeneca PLC$4.51M0.31%Not reported-2.9%Q2 2019
STXSeagate Technology Holdings plc$4.43M0.30%0.01%-6.7%Q4 2024
GDGeneral Dynamics Corp$4.38M0.30%0.00%-2.9%Q2 2019
LRCXLam Research Corp$4.31M0.29%0.00%+1.7%Q2 2019
KMIKinder Morgan, Inc.$4.26M0.29%0.01%+0.9%Q2 2019
NEENextera Energy Inc$4.23M0.29%0.00%-2.2%Q2 2019
EDConsolidated Edison Inc$4.19M0.29%0.01%+1.4%Q1 2024
Q4 2025Reported Jan 8, 2026292 positions
AAPLApple Inc.$76.1M5.10%0.00%-4.4%Q2 2019
MSFTMicrosoft Corp$44.9M3.01%0.00%+0.2%Q2 2019
NVDANvidia Corp$42.6M2.86%0.00%-1.9%Q2 2019
LLYELI LILLY & Co$24.4M1.64%0.00%-0.6%Q2 2019
JPMJPMorgan Chase & Co$21M1.41%0.00%+1.7%Q2 2019
AMZNAmazon Com Inc$20.5M1.37%0.00%-1.1%Q2 2019
AVGOBroadcom Inc.$19.2M1.29%0.00%-5.0%Q2 2019
GOOGAlphabet Inc.$18.6M1.25%Not reported-5.1%Q2 2019
QQQInvesco QQQ Trust, Series 1$17.4M1.17%Not reported-5.4%Q2 2019
TSLATesla, Inc.$15.8M1.06%0.00%+0.3%Q2 2020
GOOGLAlphabet Inc.$15.5M1.04%0.00%-0.7%Q2 2019
JNJJohnson & Johnson$14.3M0.96%0.00%-2.4%Q2 2019
BMYBristol Myers Squibb Co$14.1M0.94%0.01%-14.0%Q2 2019
SPYSPDR S&P 500 ETF Trust$13.8M0.93%Not reported+2.1%Q2 2019
ABBVAbbVie Inc.$12.1M0.81%0.00%-1.2%Q2 2019
HDHome Depot, Inc.$12M0.81%0.00%-0.7%Q2 2019
DIASPDR Dow Jones Industrial Average ETF Trust$12M0.81%Not reported+1.1%Q2 2019
PGPROCTER & GAMBLE Co$11.5M0.77%0.00%-4.0%Q2 2019
IBTGInternational Building Technologies Group, Inc.$11.3M0.76%Not reported+69.5%Q3 2025
WMTWalmart Inc.$11.1M0.74%0.00%0.0%Q2 2019
AMGNAmgen Inc$9.56M0.64%0.01%-0.4%Q2 2019
BRK.BBerkshire Hathaway Inc$9.49M0.64%Not reported-0.6%Q2 2019
IBMInternational Business Machines Corp$9.26M0.62%0.00%-1.8%Q2 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$8.83M0.59%Not reported+3.0%Q2 2019
METAMeta Platforms, Inc.$8.3M0.56%Not reported-1.4%Q2 2019
RTXRTX Corp$8.18M0.55%0.00%-0.1%Q2 2020
XOMExxonMobil Holdings Corp$8.17M0.55%0.00%+2.1%Q2 2019
KOCoca Cola Co$7.84M0.53%0.00%-0.7%Q2 2019
SOSouthern Co$7.83M0.53%0.01%-1.8%Q2 2019
EPDEnterprise Products Partners L.P.$7.79M0.52%0.01%-1.2%Q2 2019
VVisa Inc.$7.58M0.51%0.00%+0.9%Q2 2019
MCDMcdonalds Corp$6.86M0.46%0.00%-0.4%Q2 2019
MRKMerck & Co., Inc.$6.77M0.45%0.00%+0.8%Q2 2019
AFLAflac Inc$6.6M0.44%0.01%+0.5%Q2 2019
GLDSPDR Gold Trust$6.51M0.44%0.00%+0.7%Q2 2019
PMPhilip Morris International Inc.$6.45M0.43%0.00%-0.4%Q2 2019
PEPPepsico Inc$6.02M0.40%0.00%-0.2%Q2 2019
CATCaterpillar Inc$5.74M0.39%0.00%-3.7%Q2 2019
FITBFifth Third Bancorp$5.26M0.35%0.02%+2.2%Q4 2021
EMREmerson Electric Co$5.26M0.35%0.01%-0.7%Q2 2019
CVXChevron Corp$5.16M0.35%0.00%-10.0%Q2 2019
COSTCostco Wholesale Corp$4.97M0.33%0.00%+2.0%Q2 2019
AXPAmerican Express Co$4.86M0.33%0.00%+1.1%Q2 2019
ORCLOracle Corp$4.64M0.31%0.00%+0.8%Q2 2019
ZZillow Group, Inc.$4.55M0.31%Not reported0.0%Q3 2024
GDGeneral Dynamics Corp$4.43M0.30%0.00%-2.8%Q2 2019
AZNAstrazeneca PLC$4.33M0.29%Not reported+0.7%Q2 2019
MOAltria Group, Inc.$3.97M0.27%0.00%-1.6%Q2 2019
BACBank of America Corp$3.87M0.26%0.00%-2.2%Q2 2019
QCOMQualcomm Inc$3.85M0.26%0.00%-0.8%Q2 2019
Q3 2025Reported Nov 10, 2025301 positions
AAPLApple Inc.$74.5M5.12%0.00%Not reportedQ2 2019
MSFTMicrosoft Corp$48M3.30%0.00%Not reportedQ2 2019
NVDANvidia Corp$43.2M2.97%0.00%Not reportedQ2 2019
JPMJPMorgan Chase & Co$20.2M1.39%0.00%Not reportedQ2 2019
AMZNAmazon Com Inc$19.7M1.35%0.00%Not reportedQ2 2019
AVGOBroadcom Inc.$19.3M1.32%0.00%Not reportedQ2 2019
QQQInvesco QQQ Trust, Series 1$18M1.24%Not reportedNot reportedQ2 2019
LLYELI LILLY & Co$17.4M1.20%0.00%Not reportedQ2 2019
TSLATesla, Inc.$15.6M1.07%0.00%Not reportedQ2 2020
GOOGAlphabet Inc.$15.2M1.05%Not reportedNot reportedQ2 2019
HDHome Depot, Inc.$14.3M0.98%0.00%Not reportedQ2 2019
BMYBristol Myers Squibb Co$13.7M0.94%0.01%Not reportedQ2 2019
SPYSPDR S&P 500 ETF Trust$13.2M0.91%Not reportedNot reportedQ2 2019
JNJJohnson & Johnson$13.1M0.90%0.00%Not reportedQ2 2019
PGPROCTER & GAMBLE Co$12.8M0.88%0.00%Not reportedQ2 2019
ABBVAbbVie Inc.$12.4M0.85%0.00%Not reportedQ2 2019
GOOGLAlphabet Inc.$12.1M0.83%0.00%Not reportedQ2 2019
DIASPDR Dow Jones Industrial Average ETF Trust$11.5M0.79%Not reportedNot reportedQ2 2019
WMTWalmart Inc.$10.2M0.70%0.00%Not reportedQ2 2019
BRK.BBerkshire Hathaway Inc$9.55M0.66%Not reportedNot reportedQ2 2019
METAMeta Platforms, Inc.$9.36M0.64%Not reportedNot reportedQ2 2019
IBMInternational Business Machines Corp$8.98M0.62%0.00%Not reportedQ2 2019
SOSouthern Co$8.66M0.60%0.01%Not reportedQ2 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$8.42M0.58%Not reportedNot reportedQ2 2019
AMGNAmgen Inc$8.28M0.57%0.01%Not reportedQ2 2019
EPDEnterprise Products Partners L.P.$7.69M0.53%0.01%Not reportedQ2 2019
XOMExxonMobil Holdings Corp$7.5M0.52%0.00%Not reportedQ2 2019
KOCoca Cola Co$7.49M0.51%0.00%Not reportedQ2 2019
RTXRTX Corp$7.48M0.51%0.00%Not reportedQ2 2020
VVisa Inc.$7.31M0.50%0.00%Not reportedQ2 2019
MCDMcdonalds Corp$6.85M0.47%0.00%Not reportedQ2 2019
IBTGInternational Building Technologies Group, Inc.$6.7M0.46%Not reportedNewQ3 2025
AFLAflac Inc$6.65M0.46%0.01%Not reportedQ2 2019
ORCLOracle Corp$6.65M0.46%0.00%Not reportedQ2 2019
PMPhilip Morris International Inc.$6.55M0.45%0.00%Not reportedQ2 2019
PEPPepsico Inc$5.91M0.41%0.00%Not reportedQ2 2019
CVXChevron Corp$5.84M0.40%0.00%Not reportedQ2 2019
GLDSPDR Gold Trust$5.8M0.40%0.00%Not reportedQ2 2019
MRKMerck & Co., Inc.$5.35M0.37%0.00%Not reportedQ2 2019
EMREmerson Electric Co$5.23M0.36%0.01%Not reportedQ2 2019
COSTCostco Wholesale Corp$5.23M0.36%0.00%Not reportedQ2 2019
ZZillow Group, Inc.$5.14M0.35%Not reportedNot reportedQ3 2024
CATCaterpillar Inc$4.97M0.34%0.00%Not reportedQ2 2019
FITBFifth Third Bancorp$4.9M0.34%0.02%Not reportedQ4 2021
MOAltria Group, Inc.$4.62M0.32%0.00%Not reportedQ2 2019
GDGeneral Dynamics Corp$4.61M0.32%0.01%Not reportedQ2 2019
AXPAmerican Express Co$4.32M0.30%0.00%Not reportedQ2 2019
PGRProgressive Corp$4.12M0.28%0.00%Not reportedQ2 2019
QCOMQualcomm Inc$3.77M0.26%0.00%Not reportedQ2 2019
BACBank of America Corp$3.71M0.25%0.00%Not reportedQ2 2019
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