Sound View Wealth Advisors Group, LLC
Q4 2025 13F-HR Holdings
Net value change ($000)
+35,770
(2.5%)
New positions
21
Sold out positions
27
Turnover %
4.2%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q3 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)
| IBDU | 13,402 | 55.0% |
| IBDS | 12,596 | 35.4% |
| IBDV | 10,759 | 49.2% |
| LLY | 6,967 | 40.0% |
| IBDT | 6,050 | 19.7% |
| IBDR | 4,976 | 11.4% |
| IBTG | 4,614 | 68.9% |
| IBDW | 3,426 | 16.9% |
| GOOGL | 3,394 | 22.3% |
| GOOGL | 3,373 | 27.8% |
Top Reduces (Value $000, Stocks/ETFs)
| IBDQ | -41,414 | -100.0% |
| iSHARES TRUST | -4,463 | -100.0% |
| iSHARES TRUST | -3,779 | -100.0% |
| MSFT | -3,097 | -6.5% |
| HD | -2,240 | -15.7% |
| ORCL | -2,004 | -30.1% |
| PG | -1,342 | -10.4% |
| META | -1,065 | -11.4% |
| SO | -831 | -9.6% |
| KMB | -809 | -24.5% |
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 |
|---|