Sound View Wealth Advisors Group, LLC
CIK 1784777 · Holdings on Mar 31, 2025 · First reported May 8, 2025
Top ten holdings
Q1 2025- AAPL5.25%
- IBDQ4.30%
- MSFT2.83%
- IBDR2.80%
- IBDS2.30%
- NVDA2.06%
- BUFR2.00%
- LLY1.98%
- IBDT1.97%
- SCHX1.73%
Share classes counted separately27.22%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AAPLWeight decreased · -0.98 pp6.23% → 5.25%Shares -20.99K (-6.79%)
- IBDXWeight increased · +0.52 pp0.59% → 1.11%Shares +244.24K (+81.68%)
- NVDAWeight decreased · -0.41 pp2.47% → 2.06%Shares +3.33K (+1.46%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $63.96M | 5.25% | 287.94K shares | 6.23% → 5.25%-0.98 pp -20.99K (-6.79%) | Reduced | ↗▾ |
| 02 | IBDQISHARES IBONDS DEC 2025 TERMIBONDS DEC25 ETF View history and evidence | $52.37M | 4.30% | 2.08M shares | 4.08% → 4.30%+0.22 pp +57.88K (+2.86%) | Added | ↗▾ |
| 03 | MSFTMICROSOFT CORP View history and evidence | $34.44M | 2.83% | 91.75K shares | 3.07% → 2.83%-0.24 pp +1.43K (+1.58%) | Added | ↗▾ |
| 04 | IBDRISHARES IBONDS DEC 2026 TERMIBONDS DEC2026 View history and evidence | $34.13M | 2.80% | 1.41M shares | 2.53% → 2.80%+0.27 pp +102.35K (+7.83%) | Added | ↗▾ |
| 05 | IBDSISHRS IBNDS DEC 27 CORP ETFIBONDS 27 ETF View history and evidence | $28.04M | 2.30% | 1.16M shares | 2.01% → 2.30%+0.29 pp +116.42K (+11.16%) | Added | ↗▾ |
| 06 | NVDANVIDIA CORP View history and evidence | $25.10M | 2.06% | 231.57K shares | 2.47% → 2.06%-0.41 pp +3.33K (+1.46%) | Added | ↗▾ |
| 07 | BUFRFT VEST LAD BUFFERVETF-USD IFT VEST LADDERED View history and evidence | $24.43M | 2.00% | 822.84K shares | 1.96% → 2.00%+0.04 pp +25.53K (+3.20%) | Added | ↗▾ |
| 08 | LLYELI LILLY & CO View history and evidence | $24.11M | 1.98% | 29.20K shares | 1.83% → 1.98%+0.15 pp -220 (-0.75%) | Reduced | ↗▾ |
| 09 | IBDTISHARES IBONDS DEC 2028 ETFIBDS DEC28 ETF View history and evidence | $24.05M | 1.97% | 952.15K shares | 1.73% → 1.97%+0.24 pp +89.02K (+10.31%) | Added | ↗▾ |
| 10 | SCHXSCHWAB US LARGE-CAP ETFUS LRG CAP ETF View history and evidence | $21.11M | 1.73% | 956.16K shares | 1.82% → 1.73%-0.09 pp -19.92K (-2.04%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 26
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VXUS VANGUARD TOTAL INTL STOCK | Non-derivative | -5,885 | -$346.81K | SEC filing ↗ | SEC filing ↗ |
| CALF PCR US SM CP CSH CWS ETF-USD | Non-derivative | -7,840 | -$345.03K | SEC filing ↗ | SEC filing ↗ |
| PYPL PAYPAL HOLDINGS INC | Non-derivative | -3,844 | -$328.10K | SEC filing ↗ | SEC filing ↗ |
3 / 26 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1784777 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1218783956
}Research all 406 reported holdings.
This page includes 30 of 406 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 406 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1784777","quarter":"2025Q1","page_size":100}
get_institutional_manager_history
{"cik":"1784777","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.