Portfolio (Quarterly) Guide ↗

Sound View Wealth Advisors Group, LLC

· CIK 0001784777

13F Portfolio $1.5B AUM 416 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 21 New 120 Added 159 Reduced 27 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	MSTR	STRATEGY INC	Technology	661	$213K	0.01%	SOLD
22	KHC	KRAFT HEINZ CO	Consumer Defensive	8,144	$212K	0.01%	SOLD
23	—	ACRES COMMERCIAL REALTY CORP	—	10,000	$212K	0.01%	SOLD
24	SSNC	SS&C TECHNOLOGIES HLDGS INC	Technology	2,373	$211K	0.01%	SOLD
25	DTE	DTE ENERGY CO	Utilities	1,454	$206K	0.01%	SOLD
26	EXC	EXELON CORP	Utilities	4,540	$204K	0.01%	SOLD
27	VDC	VANGUARD WORLD FD	—	937	$200K	0.01%	SOLD

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Sector Allocation

Technology 29.4%

Financial Services 17.4%

Healthcare 14.4%

Consumer Cyclical 8.3%

Consumer Defensive 7.5%

Industrials 7.2%

Communication Services 7.0%

Energy 3.9%

Utilities 3.3%

Real Estate 1.1%