Sound View Wealth Advisors Group, LLC

Sound View Wealth Advisors Group, LLC reported 440 holdings worth US$1.61B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 11, 2026

Sound View Wealth Advisors Group, LLC reported 440 holdings worth US$1.61B as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. Filed Aug 11, 2026 (Form 13F).

Holdings
440
Value as reported
US$1.61B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc270KUS$78M4.8%
Nvidia Corporation231KUS$46.2M2.9%
Alphabet Inc (google) Class C106KUS$37.8M2.3%
Microsoft Corp.93,606US$34.9M2.2%
Eli Lilly And Company22,347US$26.8M1.7%
Amazon.com, Inc.89,124US$21.2M1.3%
Jp Morgan Chase & Co.63,442US$20.8M1.3%
Broadcom Inc.51,102US$19.3M1.2%
Johnson & Johnson61,910US$15.7M0.98%
Abbvie Inc.58,534US$14.7M0.91%
Bristol-myers Squibb Company233KUS$13.4M0.83%
Home Depot, Inc. (the)37,073US$13.1M0.81%
Tesla, Inc.29,777US$12.5M0.78%
Procter & Gamble Company (the)81,681US$12M0.74%
Berkshire Hathaway Inc.21,550US$10.8M0.67%
Walmart Inc.92,653US$10.5M0.65%
Caterpillar, Inc.9,741US$10.4M0.64%
Amgen Inc.27,043US$9.79M0.61%
Enterprise Products Partners L.p.242KUS$8.89M0.55%
Micron Technology, Inc.7,664US$8.85M0.55%
International Business Machines Corporation30,915US$8.69M0.54%
Exxon Mobil Corporation63,310US$8.66M0.54%
Rtx Corporation44,189US$8.38M0.52%
Lam Research Corporation19,163US$8.3M0.52%
Southern Company (the)86,522US$8.28M0.51%
Coca-cola Company (the)100KUS$8.14M0.51%
Merck & Company, Inc.62,066US$7.98M0.50%
Visa Inc.20,879US$7.16M0.44%
Philip Morris International Inc39,416US$7.13M0.44%
Meta Platforms, Inc.12,536US$7.06M0.44%
Aflac Incorporated59,536US$6.98M0.43%
Fifth Third Bancorp114KUS$6.43M0.40%
Chevron Corporation34,331US$5.69M0.35%
Costco Wholesale Corporation5,867US$5.49M0.34%
Texas Instruments Incorporated18,127US$5.4M0.34%
Cisco Systems, Inc.45,502US$5.34M0.33%
Mcdonald's Corporation19,677US$5.32M0.33%
Pepsico, Inc.38,915US$5.27M0.33%
Advanced Micro Devices Inc8,749US$5.08M0.32%
Emerson Electric Company34,696US$4.97M0.31%
Altria Group, Inc.68,995US$4.96M0.31%
General Dynamics Corporation12,579US$4.46M0.28%
Intel Corporation31,633US$4.42M0.27%
Abbott Laboratories46,918US$4.26M0.26%
Consolidated Edison, Inc.37,009US$4.09M0.25%
Palo Alto Networks, Inc.11,984US$4.09M0.25%
American Express Company12,061US$4.08M0.25%
Progressive Corporation (the)18,341US$4.01M0.25%
Qualcomm Incorporated21,626US$4M0.25%
Bank Of America Corporation69,063US$3.94M0.24%
Applied Materials, Inc.5,148US$3.72M0.23%
Welltower Inc.16,200US$3.68M0.23%
Tjx Companies, Inc. (the)24,142US$3.66M0.23%
Williams Companies, Inc. (the)48,194US$3.58M0.22%
Kinder Morgan, Inc.109KUS$3.49M0.22%
Automatic Data Processing, Inc.15,371US$3.44M0.21%
Marvell Technology, Inc.11,451US$3.41M0.21%
Oracle Corporation23,040US$3.38M0.21%
Gilead Sciences, Inc.26,642US$3.37M0.21%
W.r. Berkley Corporation46,743US$3.3M0.20%
Zillow Group, Inc.102KUS$3.21M0.20%
Vertiv Holdings, Llc9,508US$3.18M0.20%
Stryker Corporation10,087US$3.18M0.20%
Nextera Energy, Inc.35,594US$3.12M0.19%
Digital Realty Trust, Inc.16,204US$2.91M0.18%
American Electric Power Company, Inc.21,051US$2.88M0.18%
Wells Fargo & Company34,280US$2.83M0.18%
Waste Connections, Inc.16,516US$2.75M0.17%
Xcel Energy Inc.32,837US$2.64M0.16%
Kimberly-clark Corporation23,978US$2.63M0.16%
Duke Energy Corporation (holding Company)20,061US$2.54M0.16%
Deere & Company3,978US$2.52M0.16%
Interactive Brokers Group, Inc.28,674US$2.5M0.15%
Thermo Fisher Scientific Inc4,720US$2.37M0.15%
Lowe's Companies, Inc.10,549US$2.33M0.14%
Illinois Tool Works Inc.8,350US$2.26M0.14%
Hca Healthcare, Inc.5,577US$2.17M0.13%
Unitedhealth Group Incorporated4,992US$2.07M0.13%
Vertex Pharmaceuticals Incorporated4,169US$2.07M0.13%
Kla Corporation6,696US$2.02M0.13%
Equinix, Inc.1,845US$1.92M0.12%
Taiwan Semiconductor Manufacturing Co., Ltd.3,943US$1.88M0.12%
Verizon Communications Inc.42,781US$1.81M0.11%
Waste Management, Inc.7,939US$1.77M0.11%
Lockheed Martin Corporation3,230US$1.65M0.10%
Regeneron Pharmaceuticals, Inc.2,558US$1.59M0.10%
Goldman Sachs Group, Inc. (the)1,574US$1.59M0.10%
Comfort Systems Usa, Inc.770US$1.53M0.09%
Mondelez International, Inc.26,331US$1.52M0.09%
Ge Aerospace3,989US$1.49M0.09%
Blackrock, Inc.1,424US$1.37M0.09%
Asml Holding Nv681US$1.35M0.08%
Norfolk Southern Corporation4,304US$1.35M0.08%
Freeport-mcmoran, Inc.20,851US$1.31M0.08%
Corning Incorporated5,022US$1.28M0.08%
Ge Vernova Inc.1,044US$1.23M0.08%
Csx Corporation25,544US$1.21M0.08%
Workday, Inc.9,904US$1.21M0.08%
Morgan Stanley5,750US$1.2M0.07%
Neurocrine Biosciences, Inc.6,372US$1.07M0.07%

Every holding of Sound View Wealth Advisors Group, LLC

Source

View original at SEC

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