Sound View Wealth Advisors Group, LLC

CIK

1784777

Location

SAVANNAH, GA

Portfolio Value

Small $785,461,403

Diversification

Diversified

Filing Date

Global Rank

#2,026 / 8,605 ▲ 32 · as of Mar 2026

Top Industry

Drug Manufacturers - General 12.6%

3Y Alpha vs SPY

-1.8%

Period ended 3 months ago

Filed May 6, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+68.7%

SPY

+76.5%

Annualised alpha

-1.8%

Max drawdown

−16.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

281 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.9%

−0.5 pts

Top 5

23.4%

−2.5 pts

Top 10

34.0%

−2.8 pts

HHI

209

Diversified−24

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.8%	$218,443,712	41
Healthcare	15.4%	$120,900,650	39
Financial Services	11.2%	$87,726,889	51
Consumer Defensive	8.2%	$64,362,005	20
Consumer Cyclical	8.0%	$62,648,554	21
Industrials	7.6%	$59,709,795	42
Unclassified	7.1%	$55,894,462	8
Energy	5.3%	$41,624,441	19
Communication Services	3.8%	$29,925,436	10
Utilities	3.7%	$29,181,988	13
Real Estate	1.3%	$10,129,379	8
Basic Materials	0.6%	$4,914,092	9

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
INTC	Intel Corp	+2,603	31,313	$1,381,842
CVX	Chevron Corp	+1,791	35,657	$7,377,433
WDAY	Workday, Inc.	+1,532	9,646	$1,253,208
SHOP	Shopify Inc.	+1,496	9,913	$1,175,880
PANW	Palo Alto Networks Inc	+1,442	11,870	$1,902,998
MSFT	Microsoft Corp	+1,301	94,047	$34,813,377
GLD	Spdr Gold Trust	+1,297	17,735	$7,631,193
DDOG	Datadog, Inc.	+1,129	3,668	$433,007
KMI	Kinder Morgan, Inc.	+1,127	127,171	$4,264,043
IBIT	iShares Bitcoin Trust ETF	+1,106	23,886	$917,700
WFC	Wells Fargo & Company/Mn	+1,052	34,899	$2,778,309
PAYX	Paychex Inc	+1,031	11,048	$1,017,741
PGR	Progressive Corp/Oh/	+930	17,809	$3,530,456
BTI	British American Tobacco p.l.c.	+927	9,124	$533,480
COF	Capital One Financial Corp	+722	3,310	$603,843
LNC	Lincoln National Corp	+629	12,870	$456,885
EQIX	Equinix Inc	+517	1,902	$1,864,416
ED	Consolidated Edison Inc	+508	37,048	$4,193,092
GIS	General Mills Inc	+499	36,369	$1,353,654
DIS	Walt Disney Co	+496	12,095	$1,165,716
O	Realty Income Corp	+454	8,495	$519,724
DNP	Dnp Select Income Fund Inc	+454	216,565	$2,230,619
WCN	Waste Connections, Inc.	+443	16,373	$2,659,630
MRVL	Marvell Technology, Inc.	+405	16,288	$1,613,326
FITB	Fifth Third Bancorp	+395	112,729	$5,237,389
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BMY	Bristol Myers Squibb Co	−15,952	244,617	$14,836,021
CALC	CalciMedica, Inc.	−10,100	10,000	$5,400
KO	Coca Cola Co	−6,898	105,198	$8,000,307
F	Ford Motor Co	−5,101	31,297	$361,167
AAPL	Apple Inc.	−4,978	274,762	$69,731,847
CMCSA	Comcast Corp	−4,835	27,463	$788,462
PFE	Pfizer Inc	−4,694	52,747	$1,481,135
SLV	iShares Silver Trust	−4,692	49,713	$3,387,443
WMT	Walmart Inc.	−3,597	95,884	$11,916,463
NFLX	Netflix Inc	−2,145	14,693	$1,412,731
KMB	Kimberly Clark Corp	−2,012	22,698	$2,189,676
CSCO	Cisco Systems, Inc.	−1,956	45,635	$3,540,819
NKE	NIKE, Inc.	−1,857	4,314	$227,865
PG	PROCTER & GAMBLE Co	−1,770	78,510	$11,339,984
ABT	Abbott Laboratories	−1,518	22,311	$2,290,670
MDLZ	Mondelez International, Inc.	−1,480	27,418	$1,580,373
EPD	Enterprise Products Partners L.P.	−1,324	241,788	$9,149,257
DEO	Diageo PLC	−1,115	6,197	$461,366
PPL	PPL Corp	−1,037	14,072	$537,550
NEE	Nextera Energy Inc	−1,021	45,499	$4,225,947
OKE	Oneok Inc /New/	−1,020	4,931	$445,713
OTIS	Otis Worldwide Corp	−1,015	3,129	$241,183
FHI	Federated Hermes, Inc.	−903	4,763	$270,109
CL	Colgate Palmolive Co	−902	9,216	$785,479
LOW	Lowes Companies Inc	−894	11,748	$2,775,817
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	22,870	$4,510,421
SCCO	Southern Copper Corp/	1,604	$275,984
HBAN	Huntington Bancshares Inc /Md/	17,408	$272,435
ESLT	Elbit Systems Ltd	300	$254,727
OXY	Occidental Petroleum Corp /De/	3,650	$237,250
PNFP	Pinnacle Financial Partners, Inc.	2,677	$230,596
DELL	Dell Technologies Inc.	1,362	$223,545
TTE	TotalEnergies SE	2,416	$219,807
ANET	Arista Networks, Inc.	1,741	$213,759
LHX	L3harris Technologies, Inc. /De/	609	$210,196
SNOW	Snowflake Inc.	1,353	$204,059
CLX	Clorox Co /De/	1,962	$203,322
ARCC	Ares Capital Corp	10,688	$192,597
PROP	Prairie Operating Co.	56,350	$114,390
COTY	Coty Inc.	24,256	$48,754
No positions match the current search.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
CCC	CCC Intelligent Solutions Holdings Inc.	105,000	$834,750
BPRE	Bluerock Private Real Estate Fund	23,467	$352,005
CEF	Sprott Physical Gold & Silver Trust	7,436	$340,568
HUM	Humana Inc	1,060	$271,497
SPGI	S&P Global Inc.	496	$259,204
FROG	JFrog Ltd	3,700	$231,102
SPOT	Spotify Technology S.A.	379	$220,089
MRSH	Marsh & Mclennan Companies, Inc.	1,139	$211,307
DG	Dollar General Corp	1,539	$204,333
HPQ	Hp Inc	9,074	$202,168
APH	Amphenol Corp /De/	1,483	$200,412
STLA	Stellantis N.V.	15,500	$168,795
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

281 positions · $785,461,403 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 281 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	274,762	-4,978	$69,731,847	−8.3%	8.88%
NVDA	Nvidia Corp Technology	Reduced	227,962	-299	$39,756,572	−6.6%	5.06%
MSFT	Microsoft Corp Technology	Added	94,047	+1,301	$34,813,377	−22.4%	4.43%
LLY	ELI LILLY & Co Healthcare	Reduced	22,393	-296	$20,596,409	−15.5%	2.62%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	64,641	-608	$19,014,796	−9.6%	2.42%
AMZN	Amazon Com Inc Consumer Cyclical	Added	88,867	+178	$18,508,330	−9.6%	2.36%
AVGO	Broadcom Inc. Technology	Reduced	54,932	-552	$17,002,003	−11.5%	2.16%
JNJ	Johnson & Johnson Healthcare	Reduced	68,115	-820	$16,650,030	+16.7%	2.12%
QQQ	Invesco Qqq Trust, Series 1	Reduced	28,278	-102	$16,321,496	−6.4%	2.08%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	244,617	-15,952	$14,836,021	+5.6%	1.89%
GOOGL	Alphabet Inc. Communication Services	Reduced	49,138	-365	$14,130,123	−8.8%	1.80%
SPY	Spdr S&P 500 ETF Trust	Reduced	20,153	-79	$13,106,302	−5.0%	1.67%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	34,851	-314	$12,955,859	−18.1%	1.65%
WMT	Walmart Inc. Consumer Defensive	Reduced	95,884	-3,597	$11,916,463	+7.5%	1.52%
HD	Home Depot, Inc. Consumer Cyclical	Added	35,278	+265	$11,602,581	−3.7%	1.48%
ABBV	AbbVie Inc. Healthcare	Added	53,079	+290	$11,544,151	−4.3%	1.47%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	24,751	-227	$11,464,415	−4.5%	1.46%
XOM	Exxon Mobil Corp Energy	Reduced	67,024	-893	$11,371,291	+39.1%	1.45%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	78,510	-1,770	$11,339,984	−1.4%	1.44%
AMGN	Amgen Inc Healthcare	Reduced	29,089	-126	$10,234,964	+7.0%	1.30%
EPD	Enterprise Products Partners L.P. Energy	Reduced	241,788	-1,324	$9,149,257	+17.4%	1.16%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	18,834	-43	$9,025,252	−4.9%	1.15%
SO	Southern Co Utilities	Reduced	89,632	-154	$8,651,280	+10.5%	1.10%
RTX	RTX Corp Industrials	Reduced	43,845	-769	$8,457,700	+3.4%	1.08%
KO	Coca Cola Co Consumer Defensive	Reduced	105,198	-6,898	$8,000,307	+2.1%	1.02%
MRK	Merck & Co., Inc. Healthcare	Added	64,516	+235	$7,760,629	+14.7%	0.99%
GLD	Spdr Gold Trust	Added	17,735	+1,297	$7,631,193	+17.1%	0.97%
IBM	International Business Machines Corp Technology	Reduced	31,062	-204	$7,529,118	−18.7%	0.96%
CVX	Chevron Corp Energy	Added	35,657	+1,791	$7,377,433	+42.9%	0.94%
META	Meta Platforms, Inc. Communication Services	Added	12,619	+52	$7,219,708	−13.0%	0.92%
CAT	Caterpillar Inc Industrials	Reduced	9,882	-141	$7,001,001	+21.9%	0.89%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	22,120	-338	$6,874,674	+0.2%	0.88%
PM	Philip Morris International Inc. Consumer Defensive	Added	40,536	+305	$6,702,222	+3.9%	0.85%
AFL	Aflac Inc Financial Services	Reduced	59,586	-295	$6,537,180	−1.0%	0.83%
PEP	Pepsico Inc Consumer Defensive	Reduced	41,910	-68	$6,508,203	+8.0%	0.83%
V	Visa Inc. Financial Services	Reduced	20,790	-810	$6,283,569	−17.1%	0.80%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	5,828	+64	$5,807,194	+16.8%	0.74%
FITB	Fifth Third Bancorp Financial Services	Added	112,729	+395	$5,237,389	−0.4%	0.67%
EMR	Emerson Electric Co Industrials	Reduced	39,404	-204	$5,162,712	−1.8%	0.66%
MO	Altria Group, Inc. Consumer Defensive	Added	69,064	+242	$4,557,533	+14.8%	0.58%
AZN	Astrazeneca PLC Healthcare	NEW	22,870	NEW	$4,510,421	NEW	0.57%
STX	Seagate Technology Holdings plc Technology	Reduced	11,311	-808	$4,431,197	+32.8%	0.56%
GD	General Dynamics Corp Industrials	Reduced	12,774	-385	$4,384,292	−1.0%	0.56%
LRCX	Lam Research Corp Technology	Added	20,159	+337	$4,307,171	+26.9%	0.55%
KMI	Kinder Morgan, Inc. Energy	Added	127,171	+1,127	$4,264,043	+23.1%	0.54%
NEE	Nextera Energy Inc Utilities	Reduced	45,499	-1,021	$4,225,947	+13.2%	0.54%
ED	Consolidated Edison Inc Utilities	Added	37,048	+508	$4,193,092	+15.5%	0.53%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	28,880	-752	$4,025,005	+10.7%	0.51%
TXN	Texas Instruments Inc Technology	Reduced	20,408	-1	$3,962,009	+11.9%	0.50%
AXP	American Express Co Financial Services	Reduced	13,049	-101	$3,947,061	−18.9%	0.50%