Titelia

Holdings of Sound View Wealth Advisors Group, LLC

373 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 29.7 % of the equity sleeve

Sector breakdown

  • Technology 14.9 %
  • Health care 7.8 %
  • Financials 5.5 %
  • Consumer staples 4.5 %
  • Consumer discretionary 4.4 %
  • Funds 4.3 %
  • Industrials 3.9 %
  • Communication 3.2 %
  • Utilities 2.1 %
  • Energy 1.6 %
  • Real estate 0.7 %
  • Materials 0.2 %
  • Unattributed 46.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.8 %
  • TW 0.1 %
  • NL 0.1 %
  • GB 0.1 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US3681.4B $99.75 %
TW11.3M $0.09 %
NL21.2M $0.08 %
GB2994.8K $0.07 %

Positions

CompanySharesValueWeight
Apple Inc 274,76269.7M $
iShares iBonds Dec 2027 Term C 2,048,97449.7M $
iShares iBonds Dec 2026 Term C 1,981,25748M $
iShares iBonds Dec 2029 Term C 1,766,35041.1M $
NVIDIA Corp 227,96239.8M $
iShares iBonds Dec 2028 Term C 1,562,57239.6M $
iShares iBonds Dec 2030 Term C 1,746,34438.2M $
Microsoft Corp 94,04734.8M $
FT Vest Laddered Buffer ETF 883,12529.8M $
iShares iBonds Dec 2031 Term C 1,182,84424.8M $
Schwab U.S. Large-Cap ETF 917,69923.5M $
Vanguard S&P 500 ETF 38,77923.2M $
iShares iBonds Dec 2032 Term C 905,66022.9M $
Vanguard Total Stock Market ETF 70,36822.6M $
Eli Lilly & Co 22,39320.6M $
JPMorgan Chase & Co 64,64119M $
VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 87,38918.8M $
Amazon.com Inc 88,86718.5M $
Vanguard Information Technology ETF 25,11117.5M $
Broadcom Inc 54,93217M $
Alphabet Inc 58,05016.7M $
Johnson & Johnson 68,11516.6M $
Invesco QQQ Trust Series 1 28,27816.3M $
Schwab US Dividend Equity ETF 520,59116M $
Bristol-Myers Squibb Co 244,61714.8M $
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality Etf 194,57414.6M $
Alphabet Inc 49,13814.1M $
State Street SPDR S&P 500 ETF Trust 20,15313.1M $
Tesla Inc 34,85113M $
Walmart Inc 95,88411.9M $
SELECT SECTOR SPDR TRUST (THE) 88,77711.8M $
Home Depot Inc/The 35,27811.6M $
AbbVie Inc 53,07911.5M $
State Street Spdr Dow Jones Industrial Average Etf Trust 24,75111.5M $
Exxon Mobil Corp 67,02411.4M $
Procter & Gamble Co/The 78,51011.3M $
iShares Trust 491,86911.3M $
Amgen Inc 29,08910.2M $
iShares Core Dividend Growth ETF 140,7299.9M $
Enterprise Products Partners LP 241,7889.1M $
iShares Russell 1000 Growth ETF 21,2349.1M $
Berkshire Hathaway Inc 18,8349M $
Vanguard High Dividend Yield E 60,7029M $
Southern Co/The 89,6328.7M $
Global X Funds 109,8958.6M $
RTX Corp 43,8458.5M $
Coca-Cola Co/The 105,1988M $
Merck & Co Inc 64,5167.8M $
Schwab International Equity ETF 311,2527.7M $
SPDR Gold Shares 17,7357.6M $
International Business Machines Corp. 31,0627.5M $
Chevron Corp 35,6577.4M $
Meta Platforms Inc 12,6197.2M $
State Street Utilities Select Sector SPDR ETF 153,7257.1M $
Caterpillar Inc 9,8827M $
McDonald's Corp. 22,1206.9M $
Philip Morris International Inc. 40,5366.7M $
Aflac Inc 59,5866.5M $
PepsiCo Inc 41,9106.5M $
Vanguard Total Bond Market ETF 85,4616.3M $
Visa Inc 20,7906.3M $
Select Sector Spdr Trust 70,8925.8M $
Costco Wholesale Corp 5,8285.8M $
iShares Trust 56,8025.5M $
Vanguard Value ETF 27,1855.3M $
iShares Trust 14,8535.3M $
Fifth Third Bancorp 112,7295.2M $
Emerson Electric Co. 39,4045.2M $
State Street Health Care Select Sector SPDR ETF 31,2824.6M $
Altria Group, Inc. 69,0644.6M $
iShares Core U.S. Aggregate Bond ETF 45,8474.6M $
iShares Core MSCI EAFE ETF 50,2614.6M $
General Dynamics Corp 12,7744.4M $
Lam Research Corp 20,1594.3M $
Kinder Morgan, Inc. 127,1714.3M $
NextEra Energy Inc 45,4994.2M $
Consolidated Edison Inc 37,0484.2M $
Gilead Sciences Inc 28,8804M $
Texas Instruments Inc 20,4084M $
American Express Co 13,0493.9M $
Vanguard Growth ETF 8,8943.9M $
TJX Cos Inc/The 23,9963.8M $
Vanguard World Fund 13,2923.6M $
iShares Russell 2000 ETF 14,4923.6M $
Cisco Systems, Inc. 45,6353.5M $
Williams Cos Inc/The 48,6093.5M $
Progressive Corp/The 17,8093.5M $
Bank of America Corp 70,1823.4M $
Oracle Corp 23,2333.4M $
iShares Silver Trust 49,7133.4M $
Stryker Corp 9,8733.2M $
Vanguard International Dividend Appreciation ETF 36,4963.2M $
Digital Realty Trust Inc 17,5993.2M $
Welltower Inc 15,9663.2M $
W R Berkley Corp 46,7543.1M $
American Electric Power Co Inc 22,3872.9M $
QUALCOMM Inc 22,4442.9M $
iShares Core S&P 500 ETF 4,3662.9M $
Duke Energy Corp 21,7802.9M $
Micron Technology Inc 8,3572.8M $