2026 Q1 Portfolio Activity
In 2026 Q1, Sound View Wealth Advisors Group, LLC maintained a portfolio of 439 distinct positions. The most significant new addition was ASTRAZENECA PLC, now representing 0.31% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 18.1%.
Position History
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Total Positions
439
Quarter
2026 Q1
Top Holding
AAPL (4.7%)
Top 10 Concentration
28.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 439
Sound View Wealth Advisors Group, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AAPL
APPLE INC
|
Technology | 4.74% | 5.10% |
#1
Prev: #1
|
4.4 |
—
|
-4,978 | -1.8% |
P
S
|
274,762 | $69,731,819 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
IBDS
ISHARES TR
|
Bond/Debt | 3.38% | 3.23% |
#2
1
Prev: #3
|
3.4 |
—
|
66,283 | 3.3% |
P
S
|
2,048,974 | $49,667,137 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
IBDR
ISHARES TR
|
Bond/Debt | 3.27% | 3.27% |
#3
1
Prev: #2
|
2.8 |
—
|
-32,045 | -1.6% |
P
S
|
1,981,257 | $48,025,671 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
IBDU
ISHARES TR
|
Bond/Debt | 2.79% | 2.53% |
#4
2
Prev: #6
|
3.6 |
—
|
152,902 | 9.5% |
P
S
|
1,766,350 | $41,085,297 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.70% | 2.86% |
#5
Prev: #5
|
2.1 |
—
|
-299 | -0.1% |
P
S
|
227,962 | $39,756,656 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
IBDT
ISHARES TR
|
ETF | 2.69% | 2.47% |
#6
1
Prev: #7
|
3.1 |
—
|
116,564 | 8.1% |
P
S
|
1,562,572 | $39,579,956 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
IBDV
ISHARES TR
|
Bond/Debt | 2.60% | 2.19% |
#7
1
Prev: #8
|
3.0 |
—
|
267,629 | 18.1% |
P
S
|
1,746,344 | $38,227,475 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.37% | 3.01% |
#8
4
Prev: #4
|
1.4 |
—
|
1,301 | 1.4% |
P
S
|
94,047 | $34,813,332 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
BUFR
FIRST TR EXCHNG...
|
ETF | 2.03% | 2.06% |
#9
Prev: #9
|
1.3 |
—
|
-11,593 | -1.3% |
P
S
|
883,125 | $29,823,124 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
IBDW
ISHARES TR
|
Bond/Debt | 1.68% | 1.59% |
#10
4
Prev: #14
|
2.7 |
—
|
63,630 | 5.7% |
P
S
|
1,182,844 | $24,756,920 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 1.60% | 1.73% |
#11
1
Prev: #10
|
1.1 |
—
|
-40,332 | -4.2% |
P
S
|
917,699 | $23,529,809 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.58% | 1.64% |
#12
Prev: #12
|
1.1 |
—
|
-160 | -0.4% |
P
S
|
38,779 | $23,172,521 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
IBDX
ISHARES TR
|
Bond/Debt | 1.56% | 1.47% |
#13
2
Prev: #15
|
2.6 |
—
|
49,573 | 5.8% |
P
S
|
905,660 | $22,886,035 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 1.54% | 1.71% |
#14
3
Prev: #11
|
1.1 |
—
|
-5,537 | -7.3% |
P
S
|
70,368 | $22,574,801 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.40% | 1.64% |
#15
2
Prev: #13
|
1.1 |
—
|
-296 | -1.3% |
P
S
|
22,393 | $20,596,858 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.29% | 1.41% |
#16
Prev: #16
|
1.0 |
—
|
-608 | -0.9% |
P
S
|
64,641 | $19,014,912 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 1.28% | 1.30% |
#17
1
Prev: #18
|
1.0 |
—
|
-474 | -0.5% |
P
S
|
87,389 | $18,793,829 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.26% | 1.37% |
#18
1
Prev: #17
|
1.0 |
—
|
178 | 0.2% |
P
S
|
88,867 | $18,508,400 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 1.19% | 1.29% |
#19
1
Prev: #20
|
1.0 |
—
|
-325 | -1.3% |
P
S
|
25,111 | $17,520,102 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.16% | 1.29% |
#20
1
Prev: #19
|
1.0 |
—
|
-552 | -1.0% |
P
S
|
54,932 | $17,001,927 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.13% | 1.25% |
#21
Prev: #21
|
1.0 |
—
|
-1,304 | -2.2% |
P
S
|
58,050 | $16,652,131 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.13% | 0.96% |
#22
5
Prev: #27
|
1.0 |
—
|
-820 | -1.2% |
P
S
|
68,115 | $16,649,991 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 1.11% | 1.17% |
#23
1
Prev: #22
|
0.9 |
—
|
-102 | -0.4% |
P
S
|
28,278 | $16,321,449 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 1.09% | 1.01% |
#24
1
Prev: #25
|
0.9 |
—
|
-28,775 | -5.2% |
P
S
|
520,591 | $15,971,743 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
BMY
BRISTOL-MYERS S...
|
Healthcare | 1.01% | 0.94% |
#25
3
Prev: #28
|
0.9 |
—
|
-15,952 | -6.1% |
P
S
|
244,617 | $14,836,017 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SPHQ
INVESCO EXCHANG...
|
ETF | 1.00% | 0.99% |
#26
Prev: #26
|
0.9 |
—
|
-2,581 | -1.3% |
P
S
|
194,574 | $14,630,041 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.96% | 1.04% |
#27
3
Prev: #24
|
0.9 |
—
|
-365 | -0.7% |
P
S
|
49,138 | $14,129,993 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.89% | 0.93% |
#28
1
Prev: #29
|
0.9 |
—
|
-79 | -0.4% |
P
S
|
20,153 | $13,106,464 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.88% | 1.06% |
#29
6
Prev: #23
|
0.9 |
—
|
-314 | -0.9% |
P
S
|
34,851 | $12,955,923 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.81% | 0.74% |
#30
6
Prev: #36
|
0.8 |
—
|
-3,597 | -3.6% |
P
S
|
95,884 | $11,916,505 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 0.80% | 0.87% |
#31
1
Prev: #30
|
0.8 |
—
|
-814 | -0.9% |
P
S
|
88,777 | $11,798,404 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.79% | 0.81% |
#32
Prev: #32
|
0.8 |
—
|
265 | 0.8% |
P
S
|
35,278 | $11,602,506 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.79% | 0.81% |
#33
2
Prev: #31
|
0.8 |
—
|
290 | 0.5% |
P
S
|
53,079 | $11,544,176 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
DIA
STATE STR SPDR ...
|
ETF | 0.78% | 0.81% |
#34
1
Prev: #33
|
0.8 |
—
|
-227 | -0.9% |
P
S
|
24,751 | $11,464,323 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.77% | 0.55% |
#35
11
Prev: #46
|
0.8 |
—
|
-893 | -1.3% |
P
S
|
67,024 | $11,371,262 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.77% | 0.77% |
#36
2
Prev: #34
|
0.8 |
—
|
-1,770 | -2.2% |
P
S
|
78,510 | $11,339,915 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
IBTG
ISHARES TR
|
Bond/Debt | 0.77% | 0.76% |
#37
2
Prev: #35
|
0.8 |
—
|
-2,574 | -0.5% |
P
S
|
491,869 | $11,271,177 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
CGIC
CAPITAL GROUP I...
|
Unknown | 0.74% | 0.44% |
#38
18
Prev: #56
|
3.3 |
—
|
128,602 | 63.7% |
P
S
|
330,562 | $10,944,896 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
AMGN
AMGEN INC
|
Healthcare | 0.70% | 0.64% |
#39
Prev: #39
|
0.8 |
—
|
-126 | -0.4% |
P
S
|
29,089 | $10,234,901 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
DGRO
ISHARES TR
|
Warrant | 0.67% | 0.68% |
#40
3
Prev: #37
|
0.8 |
—
|
-5,782 | -3.9% |
P
S
|
140,729 | $9,876,372 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
EPD
ENTERPRISE PROD...
|
Energy | 0.62% | 0.52% |
#41
8
Prev: #49
|
0.7 |
—
|
-1,324 | -0.5% |
P
S
|
241,788 | $9,149,258 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
IWF
ISHARES TR
|
ETF | 0.62% | 0.67% |
#42
4
Prev: #38
|
0.7 |
—
|
6 | 0.0% |
P
S
|
21,234 | $9,054,264 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.61% | 0.64% |
#43
3
Prev: #40
|
0.7 |
—
|
-43 | -0.2% |
P
S
|
18,834 | $9,025,329 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.61% | 0.59% |
#44
1
Prev: #43
|
0.7 |
—
|
-818 | -1.3% |
P
S
|
60,702 | $8,989,941 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SO
SOUTHERN CO
|
Utilities | 0.59% | 0.53% |
#45
3
Prev: #48
|
0.7 |
—
|
-154 | -0.2% |
P
S
|
89,632 | $8,651,267 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
CATH
GLOBAL X FDS
|
ETF | 0.58% | 0.63% |
#46
5
Prev: #41
|
0.7 |
—
|
-4,484 | -3.9% |
P
S
|
109,895 | $8,588,294 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
RTX
RTX CORPORATION
|
Industrials | 0.58% | 0.55% |
#47
2
Prev: #45
|
0.7 |
—
|
-769 | -1.7% |
P
S
|
43,845 | $8,457,729 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.54% | 0.53% |
#48
1
Prev: #47
|
0.7 |
—
|
-6,898 | -6.2% |
P
S
|
105,198 | $8,000,339 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.53% | 0.45% |
#49
4
Prev: #53
|
0.7 |
—
|
235 | 0.4% |
P
S
|
64,516 | $7,760,584 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 0.52% | 0.49% |
#50
1
Prev: #51
|
0.7 |
—
|
7,823 | 2.6% |
P
S
|
311,252 | $7,703,496 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 |
Showing 1-50 of 439 holdings