Sound View Wealth Advisors Group
Latest statistics and disclosures from Sound View Wealth Advisors Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, IBDQ, MSFT, IBDR, NVDA, and represent 16.72% of Sound View Wealth Advisors Group's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$19M), IBDQ (+$14M), AVGO (+$7.8M), IBDR (+$6.2M), VTI (+$6.0M), BUFR (+$5.4M), IBDS, MSFT, IBDT, IBDU.
- Started 56 new stock positions in ACR, BIIB, HAS, DFAS, FHLC, BYRN, CW, DSI, Z, CAH.
- Reduced shares in these 10 stocks: ESGU, FHI, , XJH, BUFG, UPS, NVT, SUSA, CME, BSEP.
- Sold out of its positions in BUFT, BUFG, BSEP, GVI, XJH, SCCO, NVT.
- Sound View Wealth Advisors Group was a net buyer of stock by $208M.
- Sound View Wealth Advisors Group has $1.2B in assets under management (AUM), dropping by 26.27%.
- Central Index Key (CIK): 0001784777
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Portfolio Holdings for Sound View Wealth Advisors Group
Sound View Wealth Advisors Group holds 407 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.9 | $72M | +35% | 309k | 233.00 |
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 3.3 | $40M | +50% | 1.6M | 25.10 |
|
| Microsoft Corporation (MSFT) | 3.1 | $37M | +12% | 87k | 430.30 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 2.4 | $29M | +27% | 1.2M | 24.30 |
|
| NVIDIA Corporation (NVDA) | 2.1 | $26M | +16% | 216k | 121.44 |
|
| Eli Lilly & Co. (LLY) | 2.0 | $24M | +3% | 28k | 885.94 |
|
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 2.0 | $24M | +18% | 950k | 25.21 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 1.9 | $23M | +25% | 962k | 24.37 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 1.9 | $23M | +30% | 772k | 29.89 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.8 | $23M | +6% | 334k | 67.85 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.7 | $21M | +40% | 73k | 283.16 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 1.7 | $21M | +25% | 807k | 25.53 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.7 | $20M | +19% | 39k | 527.67 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.5 | $18M | +8% | 92k | 198.06 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.4 | $17M | +10% | 200k | 84.53 |
|
| Amazon (AMZN) | 1.3 | $16M | +22% | 87k | 186.33 |
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 1.3 | $16M | +34% | 676k | 23.51 |
|
| Vanguard World Inf Tech Etf (VGT) | 1.3 | $16M | +16% | 27k | 586.51 |
|
| Procter & Gamble Company (PG) | 1.3 | $16M | +8% | 89k | 173.20 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $15M | +26% | 31k | 488.07 |
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 1.2 | $14M | +30% | 646k | 22.17 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 1.1 | $14M | +16% | 206k | 67.27 |
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 1.1 | $14M | +29% | 651k | 21.22 |
|
| Home Depot (HD) | 1.1 | $14M | +9% | 34k | 405.20 |
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $13M | +13% | 64k | 210.86 |
|
| Johnson & Johnson (JNJ) | 1.1 | $13M | +4% | 81k | 162.06 |
|
| Tesla Motors (TSLA) | 0.9 | $11M | +20% | 44k | 261.63 |
|
| Abbvie (ABBV) | 0.9 | $11M | +6% | 57k | 197.48 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.9 | $11M | +9% | 174k | 62.69 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $11M | +11% | 65k | 167.19 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.9 | $11M | +11% | 25k | 423.11 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $10M | +20% | 18k | 573.77 |
|
| Ishares Tr Ibonds 24 Trm Ts (IBTE) | 0.8 | $10M | +14% | 424k | 24.00 |
|
| Amgen (AMGN) | 0.7 | $9.1M | +11% | 28k | 322.22 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $8.8M | +9% | 19k | 460.26 |
|
| McDonald's Corporation (MCD) | 0.7 | $8.7M | +10% | 29k | 304.51 |
|
| Broadcom (AVGO) | 0.7 | $8.6M | +995% | 50k | 172.50 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $8.5M | +19% | 23k | 375.37 |
|
| Coca-Cola Company (KO) | 0.7 | $8.4M | +3% | 117k | 71.86 |
|
| Southern Company (SO) | 0.7 | $8.3M | +5% | 92k | 90.18 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.7 | $8.3M | +46% | 37k | 225.76 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $7.9M | +11% | 67k | 117.22 |
|
| Wal-Mart Stores (WMT) | 0.6 | $7.8M | +15% | 96k | 80.75 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $7.8M | +17% | 61k | 128.20 |
|
| Enterprise Products Partners (EPD) | 0.6 | $7.3M | 250k | 29.11 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.6 | $6.9M | +47% | 45k | 154.02 |
|
| International Business Machines (IBM) | 0.6 | $6.8M | +15% | 31k | 221.08 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.5 | $6.7M | 89k | 75.11 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $6.7M | +16% | 40k | 165.85 |
|
| Visa Com Cl A (V) | 0.5 | $6.5M | +13% | 24k | 274.95 |
|
| Chevron Corporation (CVX) | 0.5 | $6.1M | +9% | 41k | 147.27 |
|
| Merck & Co (MRK) | 0.5 | $5.9M | +6% | 52k | 113.56 |
|
| Meta Platforms Cl A (META) | 0.5 | $5.9M | +28% | 10k | 572.45 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.5 | $5.6M | +14% | 63k | 88.14 |
|
| Philip Morris International (PM) | 0.4 | $5.4M | +118% | 45k | 121.40 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $5.4M | +17% | 6.1k | 886.52 |
|
| Pepsi (PEP) | 0.4 | $5.3M | +9% | 31k | 170.05 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $5.1M | +4% | 29k | 174.57 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.4 | $5.0M | +70% | 62k | 80.78 |
|
| Emerson Electric (EMR) | 0.4 | $4.5M | +2% | 41k | 109.37 |
|
| Caterpillar (CAT) | 0.4 | $4.5M | +16% | 11k | 391.13 |
|
| Vanguard World Health Car Etf (VHT) | 0.4 | $4.5M | +16% | 16k | 282.19 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.4 | $4.4M | +64% | 53k | 83.00 |
|
| American Express Company (AXP) | 0.3 | $4.3M | +24% | 16k | 271.20 |
|
| UnitedHealth (UNH) | 0.3 | $4.3M | +15% | 7.3k | 584.68 |
|
| Kimberly-Clark Corporation (KMB) | 0.3 | $4.2M | +3% | 30k | 142.28 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $4.2M | +41% | 13k | 314.40 |
|
| AFLAC Incorporated (AFL) | 0.3 | $4.0M | 36k | 111.80 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $4.0M | +23% | 40k | 101.27 |
|
| Pfizer (PFE) | 0.3 | $4.0M | +11% | 137k | 28.94 |
|
| Nextera Energy (NEE) | 0.3 | $3.9M | +4% | 46k | 84.53 |
|
| General Dynamics Corporation (GD) | 0.3 | $3.9M | +13% | 13k | 302.21 |
|
| Oracle Corporation (ORCL) | 0.3 | $3.9M | +10% | 23k | 170.40 |
|
| Lowe's Companies (LOW) | 0.3 | $3.9M | +128% | 14k | 270.85 |
|
| Qualcomm (QCOM) | 0.3 | $3.9M | +6% | 23k | 170.05 |
|
| Fifth Third Ban (FITB) | 0.3 | $3.9M | +22% | 91k | 42.84 |
|
| Altria (MO) | 0.3 | $3.8M | +100% | 74k | 51.04 |
|
| Ishares Tr Ibonds Dec 26 (IBMO) | 0.3 | $3.6M | +3% | 141k | 25.66 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $3.6M | +12% | 9.4k | 383.93 |
|
| Ishares Tr Ibonds Dec 25 (IBMN) | 0.3 | $3.6M | +3% | 135k | 26.66 |
|
| Bristol Myers Squibb (BMY) | 0.3 | $3.4M | +8% | 67k | 51.74 |
|
| salesforce (CRM) | 0.3 | $3.4M | +26% | 13k | 273.72 |
|
| Ishares Tr Ibonds Dec (IBMM) | 0.3 | $3.3M | +2% | 125k | 26.10 |
|
| Williams Companies (WMB) | 0.3 | $3.2M | +26% | 71k | 45.65 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $3.2M | +63% | 5.6k | 576.87 |
|
| Comcast Corp Cl A (CMCSA) | 0.3 | $3.2M | +16% | 76k | 41.77 |
|
| Texas Instruments Incorporated (TXN) | 0.3 | $3.1M | +14% | 15k | 206.58 |
|
| Verizon Communications (VZ) | 0.3 | $3.1M | +4% | 70k | 44.91 |
|
| Abbott Laboratories (ABT) | 0.3 | $3.1M | +17% | 27k | 114.01 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $3.1M | +3% | 13k | 243.06 |
|
| Zoetis Cl A (ZTS) | 0.3 | $3.1M | +24% | 16k | 195.38 |
|
| Medtronic SHS (MDT) | 0.2 | $3.0M | +7% | 34k | 90.03 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $3.0M | +67% | 18k | 167.67 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $3.0M | +25% | 14k | 220.90 |
|
| Kinder Morgan (KMI) | 0.2 | $2.9M | +14% | 133k | 22.09 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $2.9M | +11% | 24k | 121.16 |
|
| Progressive Corporation (PGR) | 0.2 | $2.9M | +15% | 12k | 253.76 |
|
| General Mills (GIS) | 0.2 | $2.8M | 39k | 73.85 |
|
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.2 | $2.8M | +3% | 58k | 48.68 |
|
| Automatic Data Processing (ADP) | 0.2 | $2.8M | 10k | 276.72 |
|
|
| Bank of America Corporation (BAC) | 0.2 | $2.8M | +7% | 70k | 39.68 |
|
| Ishares Tr Ibonds Dec 27 (IBMP) | 0.2 | $2.8M | +3% | 109k | 25.45 |
|
| Equinix (EQIX) | 0.2 | $2.7M | +32% | 3.1k | 887.52 |
|
| Consolidated Edison (ED) | 0.2 | $2.7M | +27% | 26k | 104.13 |
|
| W.R. Berkley Corporation (WRB) | 0.2 | $2.7M | +54% | 48k | 56.73 |
|
| Hca Holdings (HCA) | 0.2 | $2.7M | +24% | 6.7k | 406.41 |
|
| DNP Select Income Fund (DNP) | 0.2 | $2.7M | 269k | 10.04 |
|
|
| Thermo Fisher Scientific (TMO) | 0.2 | $2.7M | +7% | 4.4k | 618.50 |
|
| Digital Realty Trust (DLR) | 0.2 | $2.7M | +7% | 17k | 161.83 |
|
| Intuit (INTU) | 0.2 | $2.6M | +21% | 4.2k | 621.03 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $2.6M | +2% | 9.8k | 263.82 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $2.6M | +5% | 24k | 106.76 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $2.6M | +9% | 22k | 115.30 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $2.4M | -2% | 73k | 33.23 |
|
| Mondelez Intl Cl A (MDLZ) | 0.2 | $2.4M | +220% | 33k | 73.67 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $2.4M | 46k | 52.66 |
|
|
| Cisco Systems (CSCO) | 0.2 | $2.3M | +5% | 43k | 53.22 |
|
| Illinois Tool Works (ITW) | 0.2 | $2.3M | 8.6k | 262.07 |
|
|
| American Electric Power Company (AEP) | 0.2 | $2.2M | +6% | 21k | 102.60 |
|
| Regeneron Pharmaceuticals (REGN) | 0.2 | $2.1M | +4% | 2.0k | 1051.26 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.2 | $2.1M | +36% | 24k | 88.28 |
|
| Principal Financial (PFG) | 0.2 | $2.1M | +29% | 24k | 85.90 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $2.1M | +2% | 3.6k | 584.54 |
|
| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.2 | $2.1M | +5% | 81k | 25.63 |
|
| Rockwell Automation (ROK) | 0.2 | $2.0M | +26% | 7.5k | 268.46 |
|
| Diageo Spon Adr New (DEO) | 0.2 | $2.0M | +2% | 14k | 140.34 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $1.9M | +12% | 24k | 78.05 |
|
| Waste Management (WM) | 0.1 | $1.8M | +2% | 8.8k | 207.60 |
|
| Equifax (EFX) | 0.1 | $1.8M | +33% | 6.2k | 293.86 |
|
| Byrna Technologies Com New (BYRN) | 0.1 | $1.8M | NEW | 106k | 16.97 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.8M | +32% | 9.5k | 189.80 |
|
| Stryker Corporation (SYK) | 0.1 | $1.8M | +25% | 4.9k | 361.28 |
|
| Honeywell International (HON) | 0.1 | $1.7M | +13% | 8.5k | 206.72 |
|
| Ishares Tr Ibonds Dec 2029 (IBMR) | 0.1 | $1.7M | +4% | 69k | 25.49 |
|
| Norfolk Southern (NSC) | 0.1 | $1.7M | +80% | 6.8k | 248.51 |
|
| TJX Companies (TJX) | 0.1 | $1.7M | +28% | 14k | 117.54 |
|
| Deere & Company (DE) | 0.1 | $1.7M | +2% | 4.0k | 417.33 |
|
| Canadian Pacific Kansas City (CP) | 0.1 | $1.7M | +19% | 19k | 85.54 |
|
| Magna Intl Inc cl a (MGA) | 0.1 | $1.6M | +33% | 39k | 41.04 |
|
| Crown Castle Intl (CCI) | 0.1 | $1.6M | +8% | 13k | 118.63 |
|
| Baxter International (BAX) | 0.1 | $1.5M | +8% | 41k | 37.97 |
|
| BlackRock (BLK) | 0.1 | $1.5M | +4% | 1.6k | 949.37 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $1.5M | +10% | 3.3k | 465.08 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $1.5M | +3% | 19k | 77.91 |
|
| Extra Space Storage (EXR) | 0.1 | $1.5M | +25% | 8.3k | 180.20 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $1.5M | +51% | 26k | 57.83 |
|
| Lam Research Corporation (LRCX) | 0.1 | $1.5M | +4% | 1.8k | 816.30 |
|
| Walt Disney Company (DIS) | 0.1 | $1.5M | +16% | 15k | 96.19 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.4M | 11k | 135.06 |
|
|
| PNC Financial Services (PNC) | 0.1 | $1.4M | 7.7k | 184.85 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $1.4M | +3% | 2.9k | 491.27 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $1.4M | +12% | 29k | 49.70 |
|
| Vanguard World Consum Dis Etf (VCR) | 0.1 | $1.4M | +30% | 4.1k | 340.49 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.4M | 2.00 | 691180.00 |
|
|
| Paychex (PAYX) | 0.1 | $1.4M | +2% | 10k | 134.19 |
|
| Advanced Micro Devices (AMD) | 0.1 | $1.3M | +29% | 8.1k | 164.08 |
|
| Ccc Intelligent Solutions Holdings (CCCS) | 0.1 | $1.3M | NEW | 120k | 11.05 |
|
| Intel Corporation (INTC) | 0.1 | $1.3M | -11% | 56k | 23.46 |
|
| Innovator Etfs Trust Laderd Alctn Pwr (BUFF) | 0.1 | $1.3M | +15% | 30k | 44.12 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $1.3M | 13k | 98.12 |
|
|
| Public Service Enterprise (PEG) | 0.1 | $1.3M | 14k | 89.21 |
|
|
| Netflix (NFLX) | 0.1 | $1.3M | +8% | 1.8k | 709.08 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $1.3M | +78% | 44k | 28.41 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.2M | +13% | 13k | 95.75 |
|
| Palo Alto Networks (PANW) | 0.1 | $1.2M | +20% | 3.6k | 341.80 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.2M | +15% | 8.0k | 153.14 |
|
| Eaton Corp SHS (ETN) | 0.1 | $1.2M | -2% | 3.5k | 331.44 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $1.2M | +17% | 27k | 42.77 |
|
| Global Payments (GPN) | 0.1 | $1.1M | 11k | 102.42 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $1.1M | +22% | 12k | 91.31 |
|
| Waste Connections (WCN) | 0.1 | $1.1M | +19% | 6.0k | 178.82 |
|
| D.R. Horton (DHI) | 0.1 | $1.1M | +29% | 5.6k | 190.77 |
|
| Air Products & Chemicals (APD) | 0.1 | $1.1M | +9% | 3.6k | 297.71 |
|
| Ferrari Nv Ord (RACE) | 0.1 | $1.0M | NEW | 2.2k | 470.11 |
|
| Marvell Technology (MRVL) | 0.1 | $1.0M | +23% | 14k | 72.12 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.0M | +20% | 21k | 47.85 |
|
| Union Pacific Corporation (UNP) | 0.1 | $998k | 4.0k | 246.48 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $997k | +17% | 8.5k | 117.61 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $986k | 16k | 63.00 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $981k | +5% | 4.1k | 237.20 |
|
| Zimmer Holdings (ZBH) | 0.1 | $945k | +15% | 8.8k | 107.96 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $941k | +14% | 6.5k | 145.60 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $931k | 7.0k | 132.25 |
|
|
| Servicenow (NOW) | 0.1 | $928k | +16% | 1.0k | 894.39 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $925k | 1.8k | 528.10 |
|
|
| 3M Company (MMM) | 0.1 | $925k | +2% | 6.8k | 136.70 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $924k | 7.9k | 117.29 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $919k | +39% | 3.8k | 240.00 |
|
| Oneok (OKE) | 0.1 | $914k | +83% | 10k | 91.13 |
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| Park National Corporation (PRK) | 0.1 | $906k | 5.4k | 167.98 |
|
|
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.1 | $903k | +21% | 8.1k | 111.41 |
|
| Applied Materials (AMAT) | 0.1 | $895k | +8% | 4.4k | 202.07 |
|
| First Tr Morningstar Divid L SHS (FDL) | 0.1 | $885k | +13% | 21k | 41.95 |
|
| Gilead Sciences (GILD) | 0.1 | $884k | +9% | 11k | 83.84 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $883k | +29% | 1.8k | 493.87 |
|
| Federated Hermes CL B (FHI) | 0.1 | $880k | -33% | 24k | 36.77 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $879k | -4% | 8.1k | 108.63 |
|
| Carrier Global Corporation (CARR) | 0.1 | $864k | +27% | 11k | 80.49 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $848k | +2% | 8.2k | 103.81 |
|
| Simon Property (SPG) | 0.1 | $847k | +2% | 5.0k | 169.01 |
|
| Linde SHS (LIN) | 0.1 | $839k | +9% | 1.8k | 476.86 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $832k | 10k | 83.15 |
|
|
| Moody's Corporation (MCO) | 0.1 | $819k | +2% | 1.7k | 474.59 |
|
| Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.1 | $816k | NEW | 13k | 62.74 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $808k | +15% | 50k | 16.05 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $805k | +5% | 6.9k | 116.97 |
|
| Kla Corp Com New (KLAC) | 0.1 | $800k | +6% | 1.0k | 774.41 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $795k | +20% | 2.8k | 283.95 |
|
| CSX Corporation (CSX) | 0.1 | $776k | 23k | 34.53 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $773k | +9% | 3.1k | 245.45 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $765k | +8% | 13k | 57.41 |
|
| Target Corporation (TGT) | 0.1 | $744k | 4.8k | 155.87 |
|
|
| Hershey Company (HSY) | 0.1 | $741k | 3.9k | 191.80 |
|
|
| Wec Energy Group (WEC) | 0.1 | $739k | +95% | 7.7k | 96.18 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $738k | +2% | 4.3k | 173.67 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $737k | +123% | 14k | 52.81 |
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.1 | $736k | +14% | 7.0k | 105.63 |
|
| RBB Motley Fol Etf (TMFC) | 0.1 | $719k | +14% | 13k | 56.25 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $716k | 17k | 41.69 |
|
|
| Shopify Cl A (SHOP) | 0.1 | $716k | -4% | 8.9k | 80.14 |
|
| Goldman Sachs (GS) | 0.1 | $709k | +32% | 1.4k | 494.94 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $709k | +51% | 8.5k | 83.63 |
|
| Ge Aerospace Com New (GE) | 0.1 | $702k | +78% | 3.7k | 188.59 |
|
| Aon Shs Cl A (AON) | 0.1 | $685k | 2.0k | 345.99 |
|
|
| Us Bancorp Del Com New (USB) | 0.1 | $684k | +9% | 15k | 45.73 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (POCT) | 0.1 | $677k | -8% | 17k | 38.95 |
|
| Federal Signal Corporation (FSS) | 0.1 | $667k | 7.1k | 93.46 |
|
|
| Travelers Companies (TRV) | 0.1 | $656k | +16% | 2.8k | 234.12 |
|
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.1 | $649k | 28k | 23.42 |
|
|
| ConocoPhillips (COP) | 0.1 | $648k | +13% | 6.2k | 105.29 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $644k | +15% | 3.9k | 166.84 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $643k | 6.7k | 95.93 |
|
|
| At&t (T) | 0.1 | $637k | +17% | 29k | 22.00 |
|
| PPL Corporation (PPL) | 0.1 | $632k | 19k | 33.08 |
|
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $606k | +3% | 6.3k | 96.95 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $599k | +6% | 6.8k | 87.80 |
|
| Anthem (ELV) | 0.0 | $596k | +5% | 1.1k | 519.85 |
|
| Morgan Stanley Com New (MS) | 0.0 | $595k | +26% | 5.7k | 104.24 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $589k | 9.5k | 62.20 |
|
|
| Kraft Heinz (KHC) | 0.0 | $562k | +82% | 16k | 35.11 |
|
| Proshares Tr S&p Tech Dividen (TDV) | 0.0 | $560k | +10% | 7.3k | 77.07 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $554k | 3.2k | 174.50 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $547k | +105% | 8.8k | 62.32 |
|
| Nike CL B (NKE) | 0.0 | $544k | +11% | 6.2k | 88.40 |
|
| Tractor Supply Company (TSCO) | 0.0 | $543k | -2% | 1.9k | 290.93 |
|
| Smucker J M Com New (SJM) | 0.0 | $535k | 4.4k | 121.09 |
|
|
| Ishares Tr Usd Grn Bond Etf (BGRN) | 0.0 | $534k | NEW | 11k | 48.34 |
|
| Chubb (CB) | 0.0 | $528k | +6% | 1.8k | 288.45 |
|
| Cigna Corp (CI) | 0.0 | $526k | +2% | 1.5k | 346.44 |
|
| U.S. Lime & Minerals (USLM) | 0.0 | $520k | +301% | 5.3k | 97.66 |
|
| Sun Life Financial (SLF) | 0.0 | $516k | +27% | 8.9k | 58.02 |
|
| Cme (CME) | 0.0 | $509k | -30% | 2.3k | 220.68 |
|
| Reaves Util Income Com Sh Ben Int (UTG) | 0.0 | $502k | -7% | 15k | 32.81 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $494k | NEW | 2.0k | 248.60 |
|
| Neurocrine Biosciences (NBIX) | 0.0 | $494k | +23% | 4.3k | 115.22 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $488k | +6% | 1.4k | 353.48 |
|
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.0 | $486k | NEW | 9.9k | 49.08 |
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.0 | $483k | +9% | 7.8k | 62.06 |
|
| Genuine Parts Company (GPC) | 0.0 | $470k | +10% | 3.4k | 139.68 |
|
| AutoZone (AZO) | 0.0 | $469k | 149.00 | 3150.04 |
|
|
| Danaher Corporation (DHR) | 0.0 | $469k | +10% | 1.7k | 278.02 |
|
| MetLife (MET) | 0.0 | $469k | +3% | 5.7k | 82.48 |
|
| SYSCO Corporation (SYY) | 0.0 | $465k | +2% | 6.0k | 78.06 |
|
| United Parcel Service CL B (UPS) | 0.0 | $462k | -36% | 3.4k | 136.33 |
|
| Unilever Spon Adr New (UL) | 0.0 | $460k | -6% | 7.1k | 64.96 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $458k | +18% | 550.00 | 833.25 |
|
| Intra Cellular Therapies (ITCI) | 0.0 | $458k | +27% | 6.3k | 73.17 |
|
| Pacer Fds Tr Pacer Us Small (CALF) | 0.0 | $450k | +9% | 9.7k | 46.52 |
|
| Sarepta Therapeutics (SRPT) | 0.0 | $449k | +91% | 3.6k | 124.89 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $446k | +13% | 11k | 41.95 |
|
| Watsco, Incorporated (WSO) | 0.0 | $444k | 902.00 | 491.88 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $441k | +6% | 1.6k | 280.47 |
|
| Wells Fargo & Company (WFC) | 0.0 | $440k | +9% | 7.8k | 56.49 |
|
| Cdw (CDW) | 0.0 | $439k | 1.9k | 226.30 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $439k | +5% | 2.7k | 160.64 |
|
| Citigroup Com New (C) | 0.0 | $436k | +29% | 7.0k | 62.60 |
|
| Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.0 | $434k | -13% | 12k | 35.94 |
|
| Darden Restaurants (DRI) | 0.0 | $434k | +4% | 2.6k | 164.13 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.0 | $432k | +41% | 11k | 38.53 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $432k | +54% | 3.4k | 128.03 |
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.0 | $422k | 5.2k | 81.23 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $421k | 3.7k | 115.02 |
|
|
| Lincoln National Corporation (LNC) | 0.0 | $420k | +14% | 13k | 31.51 |
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $420k | -35% | 3.5k | 120.38 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $419k | +2% | 3.8k | 109.91 |
|
| Realty Income (O) | 0.0 | $417k | +71% | 6.6k | 63.42 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $412k | +15% | 9.1k | 45.32 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $412k | NEW | 3.3k | 125.62 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $409k | +2% | 3.9k | 103.95 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $408k | -9% | 8.4k | 48.59 |
|
| Siriusxm Holdings Common Stock | 0.0 | $407k | NEW | 17k | 23.65 |
|
| Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.0 | $400k | NEW | 18k | 22.70 |
|
| Ford Motor Company (F) | 0.0 | $398k | +5% | 38k | 10.56 |
|
| Evergy (EVRG) | 0.0 | $395k | +58% | 6.4k | 62.01 |
|
| Sanofi Sponsored Adr (SNY) | 0.0 | $391k | 6.8k | 57.63 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $388k | +12% | 750.00 | 517.80 |
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $388k | +5% | 12k | 33.86 |
|
| FedEx Corporation (FDX) | 0.0 | $386k | +15% | 1.4k | 273.71 |
|
| Republic Services (RSG) | 0.0 | $385k | 1.9k | 200.84 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $382k | 4.2k | 90.40 |
|
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $381k | NEW | 3.5k | 108.79 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $371k | 4.5k | 82.53 |
|
|
| American Tower Reit (AMT) | 0.0 | $369k | +15% | 1.6k | 232.62 |
|
| Phillips 66 (PSX) | 0.0 | $368k | +25% | 2.8k | 131.45 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $365k | 4.6k | 79.42 |
|
|
| Comfort Systems USA (FIX) | 0.0 | $365k | +19% | 934.00 | 390.35 |
|
| Hp (HPQ) | 0.0 | $358k | +30% | 10k | 35.87 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $354k | NEW | 4.3k | 82.30 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $353k | 5.5k | 64.74 |
|
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $352k | +6% | 5.9k | 59.22 |
|
| Constellation Energy (CEG) | 0.0 | $349k | NEW | 1.3k | 260.02 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $345k | -57% | 2.7k | 126.19 |
|
| Synovus Finl Corp Com New (SNV) | 0.0 | $342k | 7.7k | 44.47 |
|
|
| Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA) | 0.0 | $342k | +28% | 14k | 24.99 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $340k | +5% | 1.6k | 215.03 |
|
| Boise Cascade (BCC) | 0.0 | $338k | +9% | 2.4k | 140.98 |
|
| Micron Technology (MU) | 0.0 | $338k | +52% | 3.3k | 103.71 |
|
| Curtiss-Wright (CW) | 0.0 | $334k | NEW | 1.0k | 328.69 |
|
| Edwards Lifesciences (EW) | 0.0 | $332k | +22% | 5.0k | 65.99 |
|
| Cummins (CMI) | 0.0 | $331k | 1.0k | 323.94 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $326k | NEW | 3.2k | 101.65 |
|
| Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $325k | 16k | 20.38 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $325k | +3% | 9.0k | 36.13 |
|
| Cadence Design Systems (CDNS) | 0.0 | $322k | +23% | 1.2k | 271.03 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $322k | 1.2k | 267.37 |
|
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $318k | 6.1k | 52.13 |
|
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $316k | -4% | 8.6k | 36.58 |
|
| Starbucks Corporation (SBUX) | 0.0 | $313k | NEW | 3.2k | 97.50 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $311k | +10% | 5.0k | 62.88 |
|
| Humana (HUM) | 0.0 | $309k | 976.00 | 316.74 |
|
|
| First Tr Exchange-traded Rba Indl Etf (AIRR) | 0.0 | $307k | NEW | 4.1k | 74.67 |
|
| American Intl Group Com New (AIG) | 0.0 | $306k | NEW | 4.2k | 73.23 |
|
| Paypal Holdings (PYPL) | 0.0 | $301k | NEW | 3.9k | 78.03 |
|
| Aaon Com Par $0.004 (AAON) | 0.0 | $295k | 2.7k | 107.84 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $290k | -6% | 5.0k | 57.62 |
|
| Aptar (ATR) | 0.0 | $289k | 1.8k | 160.19 |
|
|
| Capital One Financial (COF) | 0.0 | $289k | +4% | 1.9k | 149.74 |
|
| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.0 | $288k | 4.9k | 58.32 |
|
|
| Yum! Brands (YUM) | 0.0 | $287k | -11% | 2.1k | 139.71 |
|
| American Water Works (AWK) | 0.0 | $287k | +2% | 2.0k | 146.24 |
|
| Dominion Resources (D) | 0.0 | $284k | 4.9k | 57.79 |
|
|
| Fidelity National Information Services (FIS) | 0.0 | $284k | +26% | 3.4k | 83.75 |
|
| Vulcan Materials Company (VMC) | 0.0 | $281k | 1.1k | 250.43 |
|
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $280k | NEW | 810.00 | 345.29 |
|
| S&p Global (SPGI) | 0.0 | $278k | +2% | 538.00 | 516.32 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $277k | -15% | 1.3k | 218.56 |
|
| Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 0.0 | $276k | 7.3k | 37.86 |
|
|
| M&T Bank Corporation (MTB) | 0.0 | $276k | +6% | 1.5k | 178.12 |
|
| Sempra Energy (SRE) | 0.0 | $275k | NEW | 3.3k | 83.63 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $275k | +31% | 1.1k | 257.68 |
|
| Copart (CPRT) | 0.0 | $273k | 5.2k | 52.40 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.0 | $272k | -12% | 7.1k | 38.31 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $272k | +9% | 3.8k | 71.86 |
|
| Datadog Cl A Com (DDOG) | 0.0 | $268k | +27% | 2.3k | 115.06 |
|
| Corning Incorporated (GLW) | 0.0 | $267k | 5.9k | 45.15 |
|
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $267k | 14k | 18.48 |
|
|
| CRH Ord (CRH) | 0.0 | $266k | +6% | 2.9k | 92.74 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $266k | 15k | 18.10 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $262k | -39% | 5.3k | 49.92 |
|
| Uber Technologies (UBER) | 0.0 | $261k | NEW | 3.5k | 75.16 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $261k | 2.9k | 89.36 |
|
|
| Woodward Governor Company (WWD) | 0.0 | $260k | NEW | 1.5k | 171.51 |
|
| Zillow Group Cl C Cap Stk (Z) | 0.0 | $258k | NEW | 4.0k | 63.85 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $257k | -13% | 4.0k | 64.81 |
|
| Dow (DOW) | 0.0 | $257k | +9% | 4.7k | 54.63 |
|
| Xcel Energy (XEL) | 0.0 | $253k | NEW | 3.9k | 65.30 |
|
| Becton, Dickinson and (BDX) | 0.0 | $253k | -3% | 1.0k | 241.10 |
|
| Vanguard World Energy Etf (VDE) | 0.0 | $245k | -16% | 2.0k | 122.49 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $242k | NEW | 3.8k | 63.26 |
|
| Cardinal Health (CAH) | 0.0 | $241k | NEW | 2.2k | 110.52 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $241k | NEW | 631.00 | 381.51 |
|
| Exelon Corporation (EXC) | 0.0 | $240k | NEW | 5.9k | 40.55 |
|
| Booking Holdings (BKNG) | 0.0 | $240k | NEW | 57.00 | 4214.12 |
|
| Thomson Reuters Corp. (TRI) | 0.0 | $240k | 1.4k | 170.60 |
|
|
| Enbridge (ENB) | 0.0 | $237k | NEW | 5.8k | 40.61 |
|
| Albemarle Corporation (ALB) | 0.0 | $233k | +16% | 2.5k | 94.69 |
|
| Nuveen Municipal Credit Com Sh Ben Int (NZF) | 0.0 | $232k | NEW | 18k | 13.10 |
|
| Cintas Corporation (CTAS) | 0.0 | $232k | NEW | 1.1k | 205.88 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $231k | +5% | 1.9k | 119.07 |
|
| Hasbro (HAS) | 0.0 | $230k | NEW | 3.2k | 72.32 |
|
| Alliant Energy Corporation (LNT) | 0.0 | $229k | NEW | 3.8k | 60.68 |
|
| Biogen Idec (BIIB) | 0.0 | $226k | NEW | 1.2k | 193.84 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $223k | +5% | 3.5k | 64.62 |
|
| Ge Vernova (GEV) | 0.0 | $223k | NEW | 876.00 | 254.98 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $221k | NEW | 2.3k | 97.44 |
|
| Allstate Corporation (ALL) | 0.0 | $219k | NEW | 1.2k | 189.65 |
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $219k | NEW | 3.0k | 72.81 |
|
| Krystal Biotech (KRYS) | 0.0 | $218k | NEW | 1.2k | 182.03 |
|
| Stellantis SHS (STLA) | 0.0 | $218k | NEW | 16k | 14.05 |
|
| Innovator Etfs Trust Equity Defined P | 0.0 | $218k | NEW | 8.7k | 24.87 |
|
| Kenvue (KVUE) | 0.0 | $217k | NEW | 9.4k | 23.13 |
|
| First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.0 | $216k | NEW | 3.7k | 58.27 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $213k | NEW | 2.8k | 77.18 |
|
| Main Street Capital Corporation (MAIN) | 0.0 | $211k | NEW | 4.2k | 50.13 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $210k | NEW | 1.2k | 179.17 |
|
| Clorox Company (CLX) | 0.0 | $207k | NEW | 1.3k | 162.92 |
|
| Acuity Brands (AYI) | 0.0 | $203k | NEW | 737.00 | 275.39 |
|
| Ansys (ANSS) | 0.0 | $202k | NEW | 634.00 | 318.63 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $202k | NEW | 3.1k | 64.86 |
|
| Gabelli Equity Trust (GAB) | 0.0 | $192k | NEW | 35k | 5.49 |
|
| AllianceBernstein Global Hgh Incm (AWF) | 0.0 | $183k | NEW | 16k | 11.34 |
|
| Acres Commercial Realty Corp Com New (ACR) | 0.0 | $172k | NEW | 11k | 15.66 |
|
| PIMCO Corporate Income Fund (PCN) | 0.0 | $172k | 12k | 14.19 |
|
|
| Blackrock Muniyield Insured Fund (MYI) | 0.0 | $163k | -4% | 14k | 12.00 |
|
| BlackRock Credit All Inc Trust IV (BTZ) | 0.0 | $158k | -4% | 14k | 11.28 |
|
| Butterfly Network Com Cl A (BFLY) | 0.0 | $24k | +8% | 14k | 1.77 |
|
| Comstock Com New (LODE) | 0.0 | $7.1k | NEW | 15k | 0.47 |
|
Past Filings by Sound View Wealth Advisors Group
SEC 13F filings are viewable for Sound View Wealth Advisors Group going back to 2019
- Sound View Wealth Advisors Group 2024 Q3 filed Nov. 12, 2024
- Sound View Wealth Advisors Group 2024 Q2 filed Aug. 5, 2024
- Sound View Wealth Advisors Group 2024 Q1 filed May 9, 2024
- Sound View Wealth Advisors Group 2023 Q4 filed Feb. 8, 2024
- Sound View Wealth Advisors Group 2023 Q3 filed Nov. 7, 2023
- Sound View Wealth Advisors Group 2023 Q2 filed Aug. 8, 2023
- Sound View Wealth Advisors Group 2023 Q1 filed May 12, 2023
- Sound View Wealth Advisors Group 2022 Q4 filed Feb. 8, 2023
- Sound View Wealth Advisors Group 2022 Q3 filed Nov. 8, 2022
- Sound View Wealth Advisors Group 2022 Q2 filed Aug. 5, 2022
- Sound View Wealth Advisors Group 2022 Q1 filed May 11, 2022
- Sound View Wealth Advisors Group 2021 Q4 filed Jan. 20, 2022
- Sound View Wealth Advisors Group 2021 Q3 filed Oct. 21, 2021
- Sound View Wealth Advisors Group 2021 Q2 filed July 21, 2021
- Sound View Wealth Advisors Group 2021 Q1 filed April 28, 2021
- Sound View Wealth Advisors Group 2020 Q4 filed Feb. 2, 2021