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Portfolio (Quarterly) Guide ↗

Sound View Wealth Advisors Group, LLC

· CIK 0001784777
13F Portfolio $1.6B AUM 440 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 53 New 103 Added 222 Reduced 29 Exited
Page 3 of 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TXN TEXAS INSTRS INC Technology 18,127.0 $5.4M 0.34% -2K -11.2% $298.07 -14.0%
42 CSCO CISCO SYS INC Technology 45,502.0 $5.3M 0.33% -2K -4.4% $117.46 -5.9%
43 MCD MCDONALDS CORP Consumer Cyclical 19,677.0 $5.3M 0.33% -3K -12.4% $270.31 +0.4%
44 PEP PEPSICO INC Consumer Defensive 38,915.0 $5.3M 0.33% -3K -7.3% $135.40 +7.2%
45 XLV SELECT SECTOR SPDR TR 31,479.0 $5.0M 0.31% -1K -3.4% $158.66 +9.6%
46 EMR EMERSON ELEC CO Industrials 34,696.0 $5.0M 0.31% -5K -12.4% $143.15 +9.7%
47 IEFA ISHARES TR 48,031.0 $4.6M 0.29% -813.0 -1.7% $96.58 +4.1%
48 ISHARES TR 201,456.0 $4.6M 0.29% -293K -59.3% $22.89
49 GD GENERAL DYNAMICS CORP Industrials 12,579.0 $4.5M 0.28% -580.0 -4.4% $354.24 +8.2%
50 AXP AMERICAN EXPRESS CO Financial Services 12,061.0 $4.1M 0.25% -1K -8.3% $338.25 +1.4%
51 QCOM QUALCOMM INC Technology 21,626.0 $4.0M 0.25% -868.0 -3.9% $184.79 -14.9%
52 VHT VANGUARD WORLD FD 13,279.0 $4.0M 0.25% -331.0 -2.4% $299.01 +9.1%
53 BAC BANK OF AMER CORP Financial Services 69,063.0 $3.9M 0.24% -1K -1.7% $56.98 +9.8%
54 WMB WILLIAMS COS INC Energy 48,194.0 $3.6M 0.22% -1K -2.2% $74.34 -5.9%
55 KMI KINDER MORGAN INC DEL Energy 109,245.0 $3.5M 0.22% -17K -13.3% $31.97 -4.1%
56 MRVL MARVELL TECHNOLOGY INC Technology 11,451.0 $3.4M 0.21% -4K -27.9% $297.89 -24.1%
57 ORCL ORACLE CORP Technology 23,040.0 $3.4M 0.21% -789.0 -3.3% $146.55 -2.4%
58 GILD GILEAD SCIENCES INC Healthcare 26,642.0 $3.4M 0.21% -3K -10.1% $126.34 +14.5%
59 IVV ISHARES TR 4,377.0 $3.3M 0.20% -470.0 -9.7% $748.91 +2.5%
60 VRT VERTIV HOLDINGS CO Industrials 9,508.0 $3.2M 0.20% -608.0 -6.0% $334.82 -24.9%
Page 3 of 12  ·  222 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.5%
Financial Services 17.4%
Healthcare 15.2%
Industrials 7.8%
Consumer Cyclical 7.5%
Consumer Defensive 7.5%
Communication Services 3.9%
Utilities 3.3%
Energy 3.1%
Real Estate 1.3%