Filed: 2/7/2025ACC: 0001765380-25-000062
📋 What this filing means
SOUND VIEW WEALTH ADVISORS GROUP, LLC filed this quarterly 13F‑HR report disclosing 415 equity positions with a total reported market value of $1.24B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
415
Positions
$1.24B
Total AUM (reported)
18.85M
Total Shares
Allocation by class
COM$587.19M47.3%
IBONDS DEC25 ETF$50.71M4.1%
IBONDS DEC2026$31.47M2.5%
IBONDS 27 ETF$25.00M2.0%
FT VEST LADDERED$24.29M2.0%
US LRG CAP ETF$22.63M1.8%
TOTAL STK MKT$21.85M1.8%
Portfolio Concentration
Top 3$166.15M13.4%
4–10$178.60M14.4%
11–25$251.52M20.3%
Rest$645.40M52.0%
Top 3 weight
13.4%
Top 10 weight
27.8%
Voting Authority Distribution
Total shares with voting rights: 18.85M
Sole
Full voting authority
1.42M
shares
% of voting shares7.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
17.43M
shares
% of voting shares92.5%
Investment Discretion (by position count)
Sole415
Shared0
Other0
Dominant voting typeNone · 92.5% of voting shares
Institutional Holdings415
Rows:
APPLE INC
SOLEShares308.93K
TypeSH
Market value$77.36M
6.23%
Sole
49.92K
Shared
0.00
None
259.01K
ISHARES TR
SOLEShares2.02M
TypeSH
Market value$50.71M
4.08%
Sole
78.62K
Shared
0.00
None
1.95M
MICROSOFT CORP
SOLEShares90.32K
TypeSH
Market value$38.07M
3.07%
Sole
4.49K
Shared
0.00
None
85.83K
ISHARES TR
SOLEShares1.31M
TypeSH
Market value$31.47M
2.53%
Sole
79.85K
Shared
0.00
None
1.23M
NVIDIA CORPORATION
SOLEShares228.24K
TypeSH
Market value$30.65M
2.47%
Sole
12.71K
Shared
0.00
None
215.52K
ISHARES TR
SOLEShares1.04M
TypeSH
Market value$25.00M
2.01%
Sole
49.68K
Shared
0.00
None
993.74K
FIRST TR EXCHNG TRADED FD VI
SOLEShares797.31K
TypeSH
Market value$24.29M
1.96%
Sole
67.94K
Shared
0.00
None
729.38K
ELI LILLY & CO
SOLEShares29.42K
TypeSH
Market value$22.71M
1.83%
Sole
712.00
Shared
0.00
None
28.70K
SCHWAB STRATEGIC TR
SOLEShares976.08K
TypeSH
Market value$22.63M
1.82%
Sole
24.58K
Shared
0.00
None
951.50K
VANGUARD INDEX FDS
SOLEShares75.40K
TypeSH
Market value$21.85M
1.76%
Sole
15.84K
Shared
0.00
None
59.56K
ISHARES TR
SOLEShares863.13K
TypeSH
Market value$21.49M
1.73%
Sole
43.60K
Shared
0.00
None
819.53K
VANGUARD INDEX FDS
SOLEShares39.67K
TypeSH
Market value$21.37M
1.72%
Sole
2.12K
Shared
0.00
None
37.55K
AMAZON COM INC
SOLEShares86.53K
TypeSH
Market value$18.98M
1.53%
Sole
3.17K
Shared
0.00
None
83.36K
VANGUARD SPECIALIZED FUNDS
SOLEShares93.05K
TypeSH
Market value$18.22M
1.47%
Sole
3.56K
Shared
0.00
None
89.49K
TESLA INC
SOLEShares44.48K
TypeSH
Market value$17.96M
1.45%
Sole
8.01K
Shared
0.00
None
36.48K
SCHWAB STRATEGIC TR
SOLEShares632.57K
TypeSH
Market value$17.28M
1.39%
Sole
23.61K
Shared
0.00
None
608.95K
VANGUARD WORLD FD
SOLEShares27.19K
TypeSH
Market value$16.91M
1.36%
Sole
1.89K
Shared
0.00
None
25.30K
ISHARES TR
SOLEShares716.96K
TypeSH
Market value$16.35M
1.32%
Sole
46.40K
Shared
0.00
None
670.56K
INVESCO QQQ TR
SOLEShares30.92K
TypeSH
Market value$15.81M
1.27%
Sole
1.35K
Shared
0.00
None
29.57K
PROCTER AND GAMBLE CO
SOLEShares90.50K
TypeSH
Market value$15.17M
1.22%
Sole
19.24K
Shared
0.00
None
71.26K
JPMORGAN CHASE & CO.
SOLEShares62.64K
TypeSH
Market value$15.02M
1.21%
Sole
5.59K
Shared
0.00
None
57.05K
ISHARES TR
SOLEShares687.54K
TypeSH
Market value$14.69M
1.18%
Sole
43.82K
Shared
0.00
None
643.72K
INVESCO EXCHANGE TRADED FD T
SOLEShares213.56K
TypeSH
Market value$14.31M
1.15%
Sole
9.95K
Shared
0.00
None
203.61K
ISHARES TR
SOLEShares696.08K
TypeSH
Market value$14.17M
1.14%
Sole
44.36K
Shared
0.00
None
651.72K
HOME DEPOT INC
SOLEShares35.47K
TypeSH
Market value$13.80M
1.11%
Sole
1.56K
Shared
0.00
None
33.90K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 308.93K | SH | $77.36M 6.23% | 49.92K | 0.00 | 259.01K |
ISHARES TRSOLE | IBONDS DEC25 ETF | 2.02M | SH | $50.71M 4.08% | 78.62K | 0.00 | 1.95M |
MICROSOFT CORPSOLE | COM | 90.32K | SH | $38.07M 3.07% | 4.49K | 0.00 | 85.83K |
ISHARES TRSOLE | IBONDS DEC2026 | 1.31M | SH | $31.47M 2.53% | 79.85K | 0.00 | 1.23M |
NVIDIA CORPORATIONSOLE | COM | 228.24K | SH | $30.65M 2.47% | 12.71K | 0.00 | 215.52K |
ISHARES TRSOLE | IBONDS 27 ETF | 1.04M | SH | $25.00M 2.01% | 49.68K | 0.00 | 993.74K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 797.31K | SH | $24.29M 1.96% | 67.94K | 0.00 | 729.38K |
ELI LILLY & COSOLE | COM | 29.42K | SH | $22.71M 1.83% | 712.00 | 0.00 | 28.70K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 976.08K | SH | $22.63M 1.82% | 24.58K | 0.00 | 951.50K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 75.40K | SH | $21.85M 1.76% | 15.84K | 0.00 | 59.56K |
ISHARES TRSOLE | IBDS DEC28 ETF | 863.13K | SH | $21.49M 1.73% | 43.60K | 0.00 | 819.53K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 39.67K | SH | $21.37M 1.72% | 2.12K | 0.00 | 37.55K |
AMAZON COM INCSOLE | COM | 86.53K | SH | $18.98M 1.53% | 3.17K | 0.00 | 83.36K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 93.05K | SH | $18.22M 1.47% | 3.56K | 0.00 | 89.49K |
TESLA INCSOLE | COM | 44.48K | SH | $17.96M 1.45% | 8.01K | 0.00 | 36.48K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 632.57K | SH | $17.28M 1.39% | 23.61K | 0.00 | 608.95K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 27.19K | SH | $16.91M 1.36% | 1.89K | 0.00 | 25.30K |
ISHARES TRSOLE | IBONDS DEC 29 | 716.96K | SH | $16.35M 1.32% | 46.40K | 0.00 | 670.56K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 30.92K | SH | $15.81M 1.27% | 1.35K | 0.00 | 29.57K |
PROCTER AND GAMBLE COSOLE | COM | 90.50K | SH | $15.17M 1.22% | 19.24K | 0.00 | 71.26K |
JPMORGAN CHASE & CO.SOLE | COM | 62.64K | SH | $15.02M 1.21% | 5.59K | 0.00 | 57.05K |
ISHARES TRSOLE | IBONDS DEC 2030 | 687.54K | SH | $14.69M 1.18% | 43.82K | 0.00 | 643.72K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 QUALITY | 213.56K | SH | $14.31M 1.15% | 9.95K | 0.00 | 203.61K |
ISHARES TRSOLE | IBONDS DEC 2031 | 696.08K | SH | $14.17M 1.14% | 44.36K | 0.00 | 651.72K |
HOME DEPOT INCSOLE | COM | 35.47K | SH | $13.80M 1.11% | 1.56K | 0.00 | 33.90K |
Page 1 of 17
…