Sound View Wealth Advisors Group, LLC

Q3 2025 13F-HR Holdings

Location
Savannah, GA
Holdings as of
9/30/2025
Date filed
11/10/2025
Form type
13F-HR
Num holdings
422
Total value ($000)
$1,454,975
Net value change ($000)
+101,528 (7.5%)
New positions
13
Sold out positions
14
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2025 Next filing: 1/8/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 14,267 23.7%
CATH 9,287 NEW
NVDA 5,514 14.6%
CGIC 4,506 NEW
TSLA 4,413 39.4%
GOOGL 4,128 37.2%
GOOGL 3,544 41.3%
IBDS 3,517 11.0%
IBDT 2,780 9.9%
SCHWAB STRATEGIC TRUST 2,421 58.9%
Top Reduces (Value $000, Stocks/ETFs)
IBDQ -4,609 -10.0%
XLV -2,776 -37.2%
iSHARES TRUST -1,093 -19.7%
PM -1,027 -13.6%
PG -939 -6.8%
IBMO -938 -17.8%
BYRN -880 -27.9%
LLY -811 -4.4%
SPHQ -676 -4.4%
KO -629 -7.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type