Sound View Wealth Advisors Group, LLC

CIK 1784777 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$1.6B
#1.771 dari 9.443 berdasarkan nilai 13F · top 18.8%
Posisi
440
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: +9.6% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
26,93%
Bobot 25 kepemilikan teratas
47,34%
Posisi di atas 1%
26
Jumlah posisi efektif
77,6

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 4,11% Perkiraan pembelian $99.949.432 · penjualan $63.342.272

Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 82,4% masih dipegang

Posisi baru
41
Meningkat
128
Menurun
215
Tertutup
23
Di halaman ini

Rincian sektor

Technology
16,5%
Healthcare
8,0%
Industrials
4,3%
Retail
3,6%
Financials
3,6%
Communication Services
3,0%
Energy
2,2%
Consumer Staples
1,9%
Utilities
1,7%
Consumer Discretionary
1,5%
Financial Services
1,5%
Consumer products
1,0%
Real Estate
0,9%
Communications
0,3%
Telecommunication
0,2%
Materials
0,2%
Logistics & Transportation
0,0%
Packaging
0,0%
Lainnya/Tidak terpetakan
49,7%

Portofolio lengkap 440 posisi

Tipe Rentetan Tren 8 kuartal
AAPL Apple Inc. - Common Stock $78.035.208 4,84% 269.682 $8.303.389 Turun ×4
IBDS $52.087.966 3,23% 2.150.618 $2.420.829 Naik ×6
NVDA NVIDIA Corporation - Common Stock $46.245.578 2,87% 231.124 $6.488.922 Naik ×1
IBDU $43.888.440 2,72% 1.895.010 $2.803.143 Naik ×6
IBDT $42.080.924 2,61% 1.666.571 $2.500.968 Naik ×6
IBDV $40.984.526 2,54% 1.880.024 $2.757.051 Naik ×6
IBDR $35.678.317 2,21% 1.472.485 $-12.347.354 Turun ×2
MSFT Microsoft Corporation - Common Stock $34.916.725 2,17% 93.606 $103.393 Turun ×1
BUFR $32.253.004 2,00% 882.918 $2.429.880 Turun ×2
IBDW $27.590.804 1,71% 1.323.935 $2.833.884 Naik ×6
LLY Eli Lilly and Company Common Stock $26.803.825 1,66% 22.347 $6.206.967 Turun ×6
VOO $26.561.343 1,65% 38.673 $3.388.822 Turun ×2
SCHX $26.481.070 1,64% 899.798 $2.951.261 Turun ×3
VTI $26.008.711 1,61% 70.286 $3.433.910 Turun ×3
IBDX $25.329.023 1,57% 1.005.519 $2.442.988 Naik ×6
VGT $23.574.496 1,46% 197.243 $6.054.394 Naik ×1
AMZN Amazon.com, Inc. - Common Stock $21.241.710 1,32% 89.124 $2.733.310 Naik ×2
JPM JP Morgan Chase & Co. Common Stock $20.766.541 1,29% 63.442 $1.751.629 Turun ×2
QQQ Invesco QQQ Trust, Series 1 $20.619.375 1,28% 28.000 $4.297.926 Turun ×6
GOOG Alphabet Inc. - Class C Capital Stock $20.194.921 1,25% 57.156 $3.542.790 Turun ×6
VIG $19.701.858 1,22% 83.264 $908.029 Turun ×2
AVGO Broadcom Inc. - Common Stock $19.303.854 1,20% 51.102 $2.301.927 Turun ×4
GOOGL Alphabet Inc. - Class A Common Stock $17.607.436 1,09% 49.269 $3.477.443 Naik ×1
SPHQ $17.465.561 1,08% 193.846 $2.835.520 Turun ×5
XLK XLK $17.083.926 1,06% 89.670 $5.285.522 Naik ×1
SCHD $16.400.327 1,02% 517.197 $428.584 Turun ×2
JNJ Johnson & Johnson Common Stock $15.723.168 0,98% 61.910 $-926.823 Turun ×4
CGIC $15.507.486 0,96% 426.147 $4.562.590 Naik ×3
SPY SPY $14.902.925 0,93% 19.957 $1.796.461 Turun ×2
ABBV AbbVie Inc. Common Stock $14.729.517 0,91% 58.534 $3.185.341 Naik ×2
BMY Bristol-Myers Squibb Company Common Stock $13.444.931 0,83% 233.338 $-1.391.086 Turun ×4
HD Home Depot, Inc. (The) Common Stock $13.074.987 0,81% 37.073 $1.472.481 Naik ×2
DIA $13.036.969 0,81% 24.956 $1.572.646 Naik ×1
IBDY $12.630.219 0,78% 490.589 $11.668.211 Naik ×2
TSLA Tesla, Inc. - Common Stock $12.524.278 0,78% 29.777 $-431.645 Turun ×2
PG Procter & Gamble Company (The) Common Stock $11.977.712 0,74% 81.681 $637.797 Naik ×1
IWF $10.717.851 0,67% 86.316 $1.663.587 Naik ×2
STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) $10.507.797 0,65% 10.889 $6.076.687 Turun ×5
WMT Walmart Inc. - Common Stock $10.493.831 0,65% 92.653 $-1.422.674 Turun ×2
CAT Caterpillar, Inc. Common Stock $10.373.227 0,64% 9.741 $3.372.259 Turun ×6
AMGN Amgen Inc. - Common Stock $9.792.780 0,61% 27.043 $-442.121 Turun ×4
VYM $9.421.476 0,58% 59.618 $431.535 Turun ×2
BRKB $9.285.817 0,58% 18.557 $260.488 Turun ×3
DGRO $8.954.866 0,56% 118.154 $-921.506 Turun ×6
SCHF $8.925.429 0,55% 322.218 $1.221.933 Naik ×5
EPD Enterprise Products Partners L.P. Common Stock $8.888.140 0,55% 241.788 $-261.118
MU Micron Technology, Inc. - Common Stock $8.846.603 0,55% 7.664 $6.023.243 Turun ×5
IBM International Business Machines Corporation Common Stock $8.693.588 0,54% 30.915 $1.164.477 Turun ×3
XOM Exxon Mobil Corporation Common Stock $8.655.728 0,54% 63.310 $-2.715.534 Turun ×2
CATH Global X S&P 500 Catholic Values ETF $8.622.290 0,54% 97.427 $33.996 Turun ×3
RTX RTX Corporation Common Stock $8.383.983 0,52% 44.189 $-73.746 Naik ×1
LRCX Lam Research Corporation - Common Stock $8.303.826 0,52% 19.163 $3.996.556 Turun ×1
SO Southern Company (The) Common Stock $8.281.026 0,51% 86.522 $-370.241 Turun ×4
KO Coca-Cola Company (The) Common Stock $8.136.319 0,51% 100.115 $135.980 Turun ×6
MRK Merck & Company, Inc. Common Stock (new) $7.975.522 0,50% 62.066 $214.938 Turun ×1
V Visa Inc. $7.163.326 0,44% 20.879 $879.871 Naik ×1
XLU XLU $7.150.437 0,44% 157.707 $96.009 Naik ×1
PM Philip Morris International Inc Common Stock $7.130.759 0,44% 39.416 $428.508 Turun ×1
META Meta Platforms, Inc. - Class A Common Stock $7.061.200 0,44% 12.536 $-158.240 Turun ×1
AFL AFLAC Incorporated Common Stock $6.980.605 0,43% 59.536 $443.416 Turun ×2
GLD $6.432.652 0,40% 17.462 $-1.198.541 Turun ×1
FITB Fifth Third Bancorp - Common Stock $6.432.162 0,40% 114.106 $1.194.779 Naik ×6
IWR $6.278.903 0,39% 56.915 $756.027 Naik ×1
BND Vanguard Total Bond Market ETF $6.270.235 0,39% 85.414 $-23.116 Turun ×1
IWB $6.185.163 0,38% 15.104 $889.012 Naik ×1
XLP XLP $6.082.073 0,38% 73.216 $270.363 Naik ×1
VTV $5.883.674 0,37% 26.998 $549.977 Turun ×2
CVX Chevron Corporation Common Stock $5.690.631 0,35% 34.331 $-1.686.762 Turun ×1
IBMO $5.504.290 0,34% 214.675 $-330.176 Turun ×1
COST Costco Wholesale Corporation - Common Stock $5.488.833 0,34% 5.867 $-318.657 Naik ×4
TXN Texas Instruments Incorporated - Common Stock $5.403.206 0,34% 18.127 $1.441.263 Turun ×2
CSCO Cisco Systems, Inc. - Common Stock $5.344.617 0,33% 45.502 $1.803.824 Turun ×2
MCD McDonald's Corporation Common Stock $5.318.978 0,33% 19.677 $-1.555.700 Turun ×6
PEP PepsiCo, Inc. - Common Stock $5.269.093 0,33% 38.915 $-1.239.035 Turun ×4
AMD Advanced Micro Devices, Inc. - Common Stock $5.082.396 0,32% 8.749 $3.457.595 Naik ×4
IBMP $5.043.304 0,31% 198.399 $6.611 Naik ×3
XLV XLV $4.994.466 0,31% 31.479 $408.176 Naik ×1
EMR Emerson Electric Company Common Stock $4.966.732 0,31% 34.696 $-195.980 Turun ×3
MO Altria Group, Inc. $4.964.209 0,31% 68.995 $406.685 Turun ×1
AGG $4.795.508 0,30% 48.449 $244.304 Naik ×3
IEFA $4.638.849 0,29% 48.031 $88.716 Turun ×1
IBTG iShares iBonds Dec 2026 Term Treasury ETF $4.611.331 0,29% 201.456 $-6.659.846 Turun ×2
VUG $4.586.293 0,28% 53.242 $701.395 Naik ×1
GD General Dynamics Corporation Common Stock $4.456.022 0,28% 12.579 $71.704 Turun ×4
INTC Intel Corporation - Common Stock $4.416.895 0,27% 31.633 $3.035.059 Naik ×2
IWM $4.381.639 0,27% 14.584 $787.649 Naik ×1
AZN AstraZeneca PLC - American Depositary Shares $4.330.181 0,27% 22.836 $-180.258 Turun ×1
ABT Abbott Laboratories Common Stock $4.257.379 0,26% 46.918 $1.966.703 Naik ×1
IBMQ $4.217.260 0,26% 164.866 $108.870 Naik ×3
ED Consolidated Edison, Inc. Common Stock $4.094.274 0,25% 37.009 $-98.772 Turun ×1
PANW Palo Alto Networks, Inc. - Common Stock $4.086.784 0,25% 11.984 $2.183.786 Naik ×6
AXP American Express Company Common Stock $4.079.653 0,25% 12.061 $132.554 Turun ×2
PGR Progressive Corporation (The) Common Stock $4.006.533 0,25% 18.341 $476.159 Naik ×6
QCOM QUALCOMM Incorporated - Common Stock $3.996.337 0,25% 21.626 $1.106.021 Turun ×5
VHT $3.970.526 0,25% 13.279 $350.670 Turun ×4
BAC Bank of America Corporation Common Stock $3.935.236 0,24% 69.063 $513.849 Turun ×5
AMAT Applied Materials, Inc. - Common Stock $3.721.745 0,23% 5.148 $2.019.145 Naik ×3
WELL Welltower Inc. Common Stock $3.676.942 0,23% 16.200 $520.226 Naik ×1
TJX TJX Companies, Inc. (The) Common Stock $3.657.520 0,23% 24.142 $-174.665 Naik ×6
WMB Williams Companies, Inc. (The) Common Stock $3.582.718 0,22% 48.194 $44.938 Turun ×2

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas Nilai % dari portofolio Rentetan
IBDS $52.087.966 3,23% naik ×6
IBDU $43.888.440 2,72% naik ×6
IBDT $42.080.924 2,61% naik ×6
IBDV $40.984.526 2,54% naik ×6
IBDW $27.590.804 1,71% naik ×6
IBDX $25.329.023 1,57% naik ×6
CGIC $15.507.486 0,96% naik ×3
SCHF $8.925.429 0,55% naik ×5
FITB $6.432.162 0,40% naik ×6
COST $5.488.833 0,34% naik ×4
AMD $5.082.396 0,32% naik ×4
IBMP $5.043.304 0,31% naik ×3
AGG $4.795.508 0,30% naik ×3
IBMQ $4.217.260 0,26% naik ×3
PANW $4.086.784 0,25% naik ×6

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
FWD $836.286 5.646 0,05%
Penerbit tidak dikenal (CUSIP: 438516205) $782.754 3.496 0,05%
Penerbit tidak dikenal (CUSIP: 43849R105) $772.896 3.496 0,05%
IDV $589.425 14.227 0,04%
Penerbit tidak dikenal (CUSIP: 87975E776) $500.849 16.486 0,03%
RYTM $408.812 3.682 0,03%
IRDM $389.511 7.101 0,02%
HUM $378.551 953 0,02%
WDC $351.296 550 0,02%
USHY $329.145 8.891 0,02%
Penerbit tidak dikenal (CUSIP: G2004J103) $315.624 11.047 0,02%
Penerbit tidak dikenal (CUSIP: 84615Q103) $296.909 1.738 0,02%
CRS $294.233 477 0,02%
ALAB $290.778 602 0,02%
SOXX $280.859 438 0,02%

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
IBDR Dipangkas -509K -$12.3M
AAPL Dipangkas -5K +$8.3M
IBTG Dipangkas -290K -$6.7M
NVDA Beli lebih banyak +3K +$6.5M
LLY Dipangkas -46 +$6.2M
STX Dipangkas -422 +$6.1M
VGT Beli lebih banyak +172K +$6.1M
MU Dipangkas -693 +$6.0M
XLK Beli lebih banyak +893 +$5.3M
CGIC Beli lebih banyak +96K +$4.6M

1 posisi disembunyikan (pemeriksaan kelengkapan data)

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
IBDQ 31 Des. 2025 1.644.079 $41.414.338 Tidak lagi dilacak
IBTF 31 Des. 2025 191.032 $4.463.474 Tidak lagi dilacak
IBMN 31 Des. 2025 141.043 $3.778.548 Tidak lagi dilacak
HON 30 Juni 2026 7.014 $1.585.365 -1,9%
CCC 31 Maret 2026 105.000 $834.750 23,3%
ITCI 30 Juni 2025 6.189 $816.453 Tidak lagi dilacak
NOW 30 Juni 2026 6.722 $702.785 30,6%
ULXXXX 31 Des. 2025 7.620 $451.714 Tidak lagi dilacak
BMRN 30 Juni 2026 7.516 $424.579 18,2%
VNQ 31 Des. 2025 4.373 $399.759 Tidak lagi dilacak
BDX 30 Juni 2026 2.364 $371.665 24,8%
CCL 30 Juni 2026 14.039 $363.334 -10,1%
BPRE 31 Maret 2026 23.467 $352.005 -26,9%
VXUS 31 Maret 2025 5.885 $346.806
CALF 31 Maret 2025 7.840 $345.031 Tidak lagi dilacak
CEF 31 Maret 2026 7.436 $340.569 Tidak lagi dilacak
EVRG 31 Des. 2025 4.342 $330.079 13,9%
PYPL 31 Maret 2025 3.844 $328.101 -4,7%
BAX 31 Des. 2025 13.184 $300.194 37,0%
ZOCT 31 Maret 2025 11.813 $298.396 Tidak lagi dilacak
EXR 31 Maret 2025 1.906 $285.132 -0,7%
HII 30 Juni 2026 715 $271.623 8,9%
HUM 31 Maret 2026 1.060 $271.500 120,8%
MGA 31 Maret 2025 6.403 $267.599 111,7%
AIG 31 Maret 2025 3.581 $260.697 -13,2%
ALB 30 Juni 2026 1.452 $260.678 5,3%
FNF 30 Sep. 2025 4.649 $260.623 -18,4%
INTU 30 Juni 2026 601 $259.860 38,2%
SPGI 31 Maret 2026 496 $259.027 2,0%
SNY 30 Sep. 2025 5.352 $258.555 -3,7%
GBTC 31 Des. 2025 2.870 $257.640 Tidak lagi dilacak
VTWO 31 Maret 2025 2.868 $256.198
SNV 31 Maret 2026 5.118 $256.156 Tidak lagi dilacak
ESLT 30 Juni 2026 300 $254.727 -1,5%
HACK 31 Maret 2026 3.150 $253.166 Tidak lagi dilacak
STZ 30 Juni 2025 1.368 $251.098 -17,4%
AAON 31 Maret 2025 2.128 $250.423 3,8%
FIS 31 Maret 2025 3.097 $250.145 -45,4%
CLX 31 Des. 2025 2.028 $250.064 7,4%
TTD 31 Maret 2025 2.093 $245.990 -75,8%
BCC 31 Maret 2025 2.066 $245.565 -16,2%
SRPT 31 Des. 2025 12.695 $244.633 -9,1%
ADBE 30 Sep. 2025 632 $244.521 -22,6%
MRSH 30 Juni 2025 981 $239.393 -12,6%
UPS 30 Juni 2026 2.422 $238.297 -4,9%
BSX 31 Des. 2025 2.432 $237.436 -48,2%
ETHA 31 Des. 2025 7.535 $237.422
OXY 30 Juni 2026 3.650 $237.250 26,5%
SFM 30 Juni 2025 1.547 $236.134 -51,5%
FROG 30 Sep. 2025 5.300 $232.564 82,8%
KD 30 Sep. 2025 5.521 $231.661 -58,7%
FROG 31 Maret 2026 3.700 $231.102 84,4%
WY 30 Sep. 2025 8.964 $230.288 -0,4%
ESLT 31 Des. 2025 450 $229.410 29,4%
FV 31 Des. 2025 3.699 $229.042
VFH 31 Des. 2025 1.741 $228.524 Tidak lagi dilacak
NKE 30 Juni 2026 4.314 $227.856 -1,2%
TT 31 Des. 2025 537 $226.593 16,9%
IYW 30 Sep. 2025 1.304 $225.944 Tidak lagi dilacak
KVUE 30 Juni 2025 9.341 $223.997 -9,5%
SDIV 30 Juni 2026 8.800 $222.288 Tidak lagi dilacak
XLY 31 Maret 2026 1.859 $222.039 Tidak lagi dilacak
PYPL 30 Sep. 2025 2.964 $220.298 -7,2%
SPOT 31 Maret 2026 379 $220.089 8,7%
TTE 30 Juni 2026 2.416 $219.808 16,9%
TTE 30 Juni 2025 3.394 $219.558 48,1%
AWK 30 Juni 2026 1.608 $218.833 5,5%
IGV 31 Maret 2025 2.185 $218.762 Tidak lagi dilacak
APO 31 Maret 2025 1.323 $218.507 -3,9%
CLX 31 Maret 2025 1.345 $218.457 -26,5%
TRI 31 Des. 2025 1.404 $218.083 -20,0%
MKC 30 Juni 2025 2.635 $216.924 -27,0%
ROK 31 Des. 2025 618 $216.032 12,2%
DOW 31 Maret 2025 5.377 $215.775 -5,9%
ANET 30 Juni 2026 1.741 $213.760 10,9%
LHX 31 Des. 2025 699 $213.461 -7,9%
AYI 31 Maret 2025 730 $213.255 30,3%
SHW 31 Maret 2025 627 $213.044 -0,3%
MSTR 31 Des. 2025 661 $212.981 -20,8%
CTSH 30 Juni 2025 2.779 $212.594 -22,0%
KHC 31 Des. 2025 8.144 $212.070 5,1%
CDW 30 Sep. 2025 1.186 $211.808 -16,5%
ACR 31 Des. 2025 10.000 $211.600 -31,5%
MRSH 31 Maret 2026 1.139 $211.321 10,2%
AIG 31 Des. 2025 2.685 $210.889 -11,7%
SSNC 31 Des. 2025 2.373 $210.627 -5,9%
LHX 30 Juni 2026 609 $210.291 -7,0%
EOG 30 Sep. 2025 1.754 $209.796 36,2%
ANSS 30 Sep. 2025 597 $209.678 Tidak lagi dilacak
SONY 30 Juni 2025 8.243 $209.290 -8,6%
ORLY 30 Juni 2025 146 $209.157 -1,4%
SPYG 31 Maret 2025 2.375 $208.764 Tidak lagi dilacak
CPRT 30 Sep. 2025 4.252 $208.646 -23,7%
ZBH 30 Juni 2026 2.286 $206.699 15,4%
D 30 Juni 2025 3.672 $205.904 19,5%
DTE 31 Des. 2025 1.454 $205.645 6,9%
HACK 31 Maret 2025 2.750 $204.848 Tidak lagi dilacak
CMG 30 Sep. 2025 3.640 $204.387 -12,5%
EXC 31 Des. 2025 4.540 $204.345 4,7%
DG 31 Maret 2026 1.539 $204.340 2,6%
CTAS 30 Juni 2026 1.205 $203.734 19,2%
SHW 30 Sep. 2025 593 $203.521 0,5%
CCI 30 Juni 2026 2.501 $203.387 0,4%
CLX 30 Juni 2026 1.962 $203.332 13,5%
DFAS 31 Maret 2025 3.112 $202.529 Tidak lagi dilacak
HPQ 31 Maret 2026 9.074 $202.179 54,3%
SHLD 31 Maret 2025 5.400 $202.014 Tidak lagi dilacak
ORLY 30 Juni 2026 2.183 $201.513 -3,5%
IBDZ 31 Maret 2026 7.632 $201.256 Tidak lagi dilacak
APH 31 Maret 2026 1.483 $200.421 21,6%
VDC 31 Des. 2025 937 $200.195 Tidak lagi dilacak
ALB 31 Maret 2025 2.325 $200.096 97,4%
GAB 31 Maret 2025 35.000 $188.300 3,9%
AWF 31 Maret 2025 16.186 $173.675 -5,6%
STLA 31 Maret 2026 15.500 $168.795 -24,0%
MYI 30 Juni 2025 10.246 $112.604 2,3%
COTY 30 Juni 2026 24.256 $48.755 25,9%
LODE 31 Maret 2025 15.000 $12.009 Tidak lagi dilacak