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, MSFT, IBDR, IBDQ, IBDS, and represent 17.23% of Sound View Wealth Advisors Group's stock portfolio.
- Added to shares of these 10 stocks: CATH (+$9.3M), CGIC, IBDS, IBDT, IBDR, SCHF, IBDU, IBDV, IBDX, IBDW.
- Started 13 new stock positions in CGIC, ESLT, ETHA, JIRE, CATH, GBTC, LHX, VXUS, AEM, MTUM. ORLY, DFAS, CLX.
- Reduced shares in these 10 stocks: IBDQ, XLV, AVGO, SPHQ, IBTF, IBMO, MSFT, IBMN, PG, LLY.
- Sold out of its positions in ADBE, ANSS, CDW, CMG, CPRT, EOG, FNF, IYW, KD, PYPL. SNY, SHW, WY, FROG.
- Sound View Wealth Advisors Group was a net buyer of stock by $16M.
- Sound View Wealth Advisors Group has $1.4B in assets under management (AUM), dropping by 4.30%.
- Central Index Key (CIK): 0001784777
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Portfolio Holdings for Sound View Wealth Advisors Group
Sound View Wealth Advisors Group holds 422 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.3 | $75M | 293k | 254.63 |
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| Microsoft Corporation (MSFT) | 3.4 | $48M | 93k | 517.95 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 3.1 | $44M | +5% | 1.8M | 24.30 |
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| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 2.9 | $41M | -10% | 1.6M | 25.19 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 2.5 | $36M | +10% | 1.5M | 24.34 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 2.2 | $31M | +9% | 1.2M | 25.52 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 2.1 | $29M | +2% | 869k | 33.42 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.8 | $26M | +2% | 977k | 26.34 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.8 | $26M | 78k | 328.17 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 1.7 | $24M | +9% | 1.0M | 23.47 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.7 | $24M | 39k | 612.38 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 1.5 | $22M | +10% | 988k | 22.15 |
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| Ishares Tr Ibonds Dec 2031 (IBDW) | 1.4 | $20M | +7% | 954k | 21.22 |
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| JPMorgan Chase & Co. (JPM) | 1.4 | $20M | 64k | 315.43 |
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| Amazon (AMZN) | 1.4 | $20M | 90k | 219.57 |
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| Broadcom (AVGO) | 1.4 | $19M | -9% | 58k | 329.91 |
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| Vanguard World Inf Tech Etf (VGT) | 1.4 | $19M | 26k | 746.63 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.3 | $19M | 88k | 215.79 |
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| Ishares Tr Ibonds Dec 2032 (IBDX) | 1.3 | $19M | +9% | 722k | 25.62 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $18M | 30k | 600.38 |
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| Eli Lilly & Co. (LLY) | 1.2 | $17M | -2% | 23k | 762.98 |
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| Tesla Motors (TSLA) | 1.1 | $16M | 35k | 444.72 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $15M | 63k | 243.55 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 1.0 | $15M | -7% | 199k | 73.29 |
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| Home Depot (HD) | 1.0 | $14M | 35k | 405.20 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.0 | $14M | 521k | 27.30 |
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| Bristol Myers Squibb (BMY) | 1.0 | $14M | 303k | 45.10 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $13M | 20k | 666.18 |
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| Johnson & Johnson (JNJ) | 0.9 | $13M | 71k | 185.42 |
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| Procter & Gamble Company (PG) | 0.9 | $13M | -3% | 84k | 153.65 |
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| Select Sector Spdr Tr Technology (XLK) | 0.9 | $12M | +2% | 44k | 281.86 |
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| Abbvie (ABBV) | 0.9 | $12M | -2% | 53k | 231.54 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $12M | +2% | 50k | 243.10 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.8 | $12M | -2% | 25k | 463.75 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $11M | 23k | 468.41 |
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| Wal-Mart Stores (WMT) | 0.7 | $10M | 100k | 103.06 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.7 | $10M | 150k | 68.08 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $9.5M | 19k | 502.74 |
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| Meta Platforms Cl A (META) | 0.7 | $9.4M | 13k | 734.40 |
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| Global X Fds S&p 500 Catholic (CATH) | 0.7 | $9.3M | NEW | 115k | 81.06 |
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| International Business Machines (IBM) | 0.6 | $9.0M | +2% | 32k | 282.16 |
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| Southern Company (SO) | 0.6 | $8.7M | -3% | 91k | 94.77 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $8.4M | 60k | 140.95 |
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| Amgen (AMGN) | 0.6 | $8.3M | 29k | 282.20 |
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| Enterprise Products Partners (EPD) | 0.5 | $7.7M | 246k | 31.27 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $7.5M | +4% | 67k | 112.75 |
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| Coca-Cola Company (KO) | 0.5 | $7.5M | 113k | 66.32 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $7.5M | +3% | 45k | 167.33 |
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| Visa Com Cl A (V) | 0.5 | $7.3M | +2% | 21k | 341.38 |
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| McDonald's Corporation (MCD) | 0.5 | $6.9M | -2% | 23k | 303.89 |
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| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.5 | $6.7M | +20% | 292k | 22.95 |
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| AFLAC Incorporated (AFL) | 0.5 | $6.7M | 60k | 111.70 |
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| Oracle Corporation (ORCL) | 0.5 | $6.6M | 24k | 281.24 |
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| Philip Morris International (PM) | 0.5 | $6.6M | -2% | 40k | 162.20 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.5 | $6.5M | +50% | 281k | 23.28 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.5 | $6.5M | +3% | 75k | 87.21 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.5 | $6.4M | 86k | 74.37 |
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| Pepsi (PEP) | 0.4 | $5.9M | -4% | 42k | 140.44 |
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| Chevron Corporation (CVX) | 0.4 | $5.8M | 38k | 155.29 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $5.8M | 16k | 355.47 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $5.7M | 59k | 96.55 |
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| Merck & Co (MRK) | 0.4 | $5.4M | 64k | 83.93 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $5.3M | 15k | 365.47 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.4 | $5.3M | +7% | 68k | 78.37 |
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| Emerson Electric (EMR) | 0.4 | $5.2M | 40k | 131.18 |
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| Costco Wholesale Corporation (COST) | 0.4 | $5.2M | 5.7k | 925.68 |
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| Zillow Group Cl C Cap Stk (Z) | 0.4 | $5.1M | 67k | 77.05 |
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| Vanguard Index Fds Value Etf (VTV) | 0.4 | $5.1M | 27k | 186.49 |
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| Caterpillar (CAT) | 0.4 | $5.0M | 10k | 477.16 |
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| Fifth Third Ban (FITB) | 0.3 | $4.9M | +4% | 110k | 44.55 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $4.7M | -39% | 34k | 139.17 |
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| Altria (MO) | 0.3 | $4.6M | -2% | 70k | 66.06 |
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| General Dynamics Corporation (GD) | 0.3 | $4.6M | 14k | 341.00 |
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| Capital Group International SHS (CGIC) | 0.3 | $4.5M | NEW | 146k | 30.81 |
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| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.3 | $4.5M | -19% | 191k | 23.37 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $4.4M | 9.2k | 479.62 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $4.3M | 43k | 100.25 |
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| Ishares Tr Ibonds Dec 26 (IBMO) | 0.3 | $4.3M | -17% | 169k | 25.66 |
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| American Express Company (AXP) | 0.3 | $4.3M | 13k | 332.16 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $4.3M | +9% | 49k | 87.31 |
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| Progressive Corporation (PGR) | 0.3 | $4.1M | +5% | 17k | 246.95 |
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| Ishares Tr Ibonds Dec 25 (IBMN) | 0.3 | $3.8M | -13% | 141k | 26.79 |
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| Qualcomm (QCOM) | 0.3 | $3.8M | 23k | 166.36 |
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| Vanguard World Health Car Etf (VHT) | 0.3 | $3.7M | -4% | 14k | 259.60 |
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| Ishares Tr Ibonds Dec 27 (IBMP) | 0.3 | $3.7M | -5% | 146k | 25.48 |
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| Bank of America Corporation (BAC) | 0.3 | $3.7M | 72k | 51.59 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $3.7M | 5.5k | 669.28 |
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| Consolidated Edison (ED) | 0.3 | $3.6M | +6% | 36k | 100.52 |
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| Astrazeneca Sponsored Adr (AZN) | 0.3 | $3.6M | +2% | 47k | 76.72 |
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| W.R. Berkley Corporation (WRB) | 0.3 | $3.6M | 47k | 76.62 |
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| Nextera Energy (NEE) | 0.3 | $3.6M | -3% | 48k | 75.49 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $3.5M | 15k | 241.96 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $3.5M | +3% | 19k | 183.73 |
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| Stryker Corporation (SYK) | 0.2 | $3.5M | +5% | 9.4k | 369.69 |
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| TJX Companies (TJX) | 0.2 | $3.4M | +8% | 23k | 144.54 |
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| Kinder Morgan (KMI) | 0.2 | $3.4M | 119k | 28.31 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $3.3M | -4% | 27k | 124.34 |
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| Gilead Sciences (GILD) | 0.2 | $3.3M | +8% | 30k | 111.00 |
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| Abbott Laboratories (ABT) | 0.2 | $3.3M | -2% | 24k | 133.94 |
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| Medtronic SHS (MDT) | 0.2 | $3.2M | 34k | 95.24 |
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| Cisco Systems (CSCO) | 0.2 | $3.2M | 47k | 68.42 |
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| Lowe's Companies (LOW) | 0.2 | $3.2M | -2% | 13k | 251.32 |
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| Williams Companies (WMB) | 0.2 | $3.1M | 49k | 63.35 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.2 | $3.1M | +3% | 34k | 89.57 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $3.0M | 13k | 236.07 |
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| Zillow Group Cl A (ZG) | 0.2 | $2.9M | 39k | 74.44 |
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| Digital Realty Trust (DLR) | 0.2 | $2.9M | 17k | 172.88 |
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| Automatic Data Processing (ADP) | 0.2 | $2.9M | 9.8k | 293.49 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $2.9M | 21k | 133.90 |
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| Welltower Inc Com reit (WELL) | 0.2 | $2.8M | +9% | 16k | 178.14 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $2.7M | 22k | 123.75 |
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| Wells Fargo & Company (WFC) | 0.2 | $2.7M | +9% | 32k | 83.82 |
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| Waste Connections (WCN) | 0.2 | $2.7M | +10% | 15k | 175.80 |
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| Xcel Energy (XEL) | 0.2 | $2.7M | +7% | 33k | 80.65 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $2.6M | -3% | 9.0k | 293.75 |
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| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.2 | $2.6M | -8% | 103k | 25.64 |
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| American Electric Power Company (AEP) | 0.2 | $2.6M | 23k | 112.50 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $2.5M | 5.2k | 484.99 |
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| Hca Holdings (HCA) | 0.2 | $2.4M | 5.7k | 426.21 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $2.4M | 46k | 53.03 |
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| Illinois Tool Works (ITW) | 0.2 | $2.3M | 9.0k | 260.76 |
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| Ishares Silver Tr Ishares (SLV) | 0.2 | $2.3M | +12% | 55k | 42.37 |
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| Byrna Technologies Com New (BYRN) | 0.2 | $2.3M | 103k | 22.16 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $2.3M | -2% | 13k | 174.59 |
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| DNP Select Income Fund (DNP) | 0.2 | $2.2M | 222k | 10.01 |
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| Verizon Communications (VZ) | 0.2 | $2.2M | -8% | 50k | 43.95 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.2 | $2.2M | -10% | 45k | 48.84 |
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| Netflix (NFLX) | 0.2 | $2.1M | -5% | 1.8k | 1198.60 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $2.1M | -3% | 21k | 103.07 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.2 | $2.1M | -12% | 37k | 57.47 |
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| Palo Alto Networks (PANW) | 0.1 | $2.1M | +7% | 10k | 203.62 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $2.1M | 28k | 72.77 |
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| General Mills (GIS) | 0.1 | $2.0M | 40k | 50.42 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $2.0M | +2% | 4.6k | 435.46 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $2.0M | -2% | 63k | 31.62 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $1.9M | +12% | 28k | 68.81 |
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| Workday Cl A (WDAY) | 0.1 | $1.9M | +20% | 7.9k | 240.73 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.8M | -3% | 29k | 62.47 |
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| Deere & Company (DE) | 0.1 | $1.8M | 4.0k | 457.26 |
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| Waste Management (WM) | 0.1 | $1.8M | -8% | 8.2k | 220.82 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $1.8M | 3.6k | 499.16 |
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| UnitedHealth (UNH) | 0.1 | $1.7M | +41% | 5.0k | 345.31 |
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| Ishares Tr Ibonds Dec 2029 (IBMR) | 0.1 | $1.7M | -12% | 68k | 25.53 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.7M | 14k | 120.72 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $1.6M | +20% | 25k | 65.00 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.6M | 8.1k | 203.59 |
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| Micron Technology (MU) | 0.1 | $1.6M | -7% | 9.7k | 167.32 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $1.6M | +2% | 11k | 150.86 |
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| Honeywell International (HON) | 0.1 | $1.6M | -13% | 7.5k | 210.50 |
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| Blackrock (BLK) | 0.1 | $1.6M | -7% | 1.3k | 1165.53 |
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| Marvell Technology (MRVL) | 0.1 | $1.5M | +2% | 18k | 84.07 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.5M | 2.00 | 754200.00 |
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| Norfolk Southern (NSC) | 0.1 | $1.5M | -7% | 4.9k | 300.39 |
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| Innovator Etfs Trust Laderd Alctn Pwr (BUFF) | 0.1 | $1.5M | -2% | 30k | 48.85 |
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| Vanguard World Consum Dis Etf (VCR) | 0.1 | $1.4M | -2% | 3.7k | 396.17 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.4M | 10k | 142.10 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $1.4M | 3.6k | 391.62 |
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| salesforce (CRM) | 0.1 | $1.4M | 5.9k | 237.00 |
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| Equinix (EQIX) | 0.1 | $1.4M | -10% | 1.8k | 783.23 |
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| Zoetis Cl A (ZTS) | 0.1 | $1.4M | +3% | 9.3k | 146.32 |
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| Walt Disney Company (DIS) | 0.1 | $1.4M | -3% | 12k | 114.50 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.4M | -3% | 4.9k | 279.29 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $1.4M | 2.4k | 562.18 |
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| Eaton Corp SHS (ETN) | 0.1 | $1.3M | 3.6k | 374.25 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.3M | -4% | 7.7k | 170.84 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $1.3M | 14k | 96.46 |
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| Servicenow (NOW) | 0.1 | $1.3M | +8% | 1.4k | 920.28 |
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| Truist Financial Corp equities (TFC) | 0.1 | $1.3M | 28k | 45.72 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.3M | 7.9k | 161.79 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $1.3M | 8.5k | 148.61 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $1.3M | 40k | 31.42 |
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| Goldman Sachs (GS) | 0.1 | $1.3M | +7% | 1.6k | 796.35 |
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| RBB Motley Fol Etf (TMFC) | 0.1 | $1.3M | +2% | 18k | 70.53 |
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| Paychex (PAYX) | 0.1 | $1.2M | -6% | 9.9k | 126.76 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.2M | 4.1k | 300.85 |
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| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.1 | $1.2M | 9.3k | 131.80 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $1.2M | +2% | 5.4k | 227.72 |
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| NVIDIA Corporation (NVDA) | 0.1 | $1.2M | -2% | 233k | 5.14 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $1.2M | -4% | 2.6k | 447.23 |
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| Doordash Cl A (DASH) | 0.1 | $1.2M | +13% | 4.2k | 271.99 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.1M | 21k | 54.18 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $1.1M | 1.9k | 609.23 |
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| Public Service Enterprise (PEG) | 0.1 | $1.1M | 14k | 83.46 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $1.1M | 3.5k | 326.36 |
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| Ferrari Nv Ord (RACE) | 0.1 | $1.1M | 2.2k | 485.22 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $1.1M | -5% | 7.4k | 142.41 |
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| Equifax (EFX) | 0.1 | $1.1M | 4.1k | 256.53 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $1.0M | 7.3k | 139.67 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $1.0M | 14k | 71.37 |
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| Applied Materials (AMAT) | 0.1 | $1.0M | 4.9k | 204.73 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $987k | 10k | 95.14 |
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| Intel Corporation (INTC) | 0.1 | $967k | -8% | 29k | 33.55 |
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| Ccc Intelligent Solutions Holdings (CCCS) | 0.1 | $957k | -12% | 105k | 9.11 |
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| Kla Corp Com New (KLAC) | 0.1 | $947k | -25% | 878.00 | 1078.00 |
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| Union Pacific Corporation (UNP) | 0.1 | $945k | +3% | 4.0k | 236.37 |
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| CSX Corporation (CSX) | 0.1 | $940k | 27k | 35.51 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $931k | 7.6k | 122.45 |
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| Morgan Stanley Com New (MS) | 0.1 | $922k | 5.8k | 158.96 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $921k | 15k | 59.92 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $920k | -2% | 24k | 39.22 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $910k | +2% | 7.7k | 118.83 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $907k | 6.3k | 144.36 |
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| Wec Energy Group (WEC) | 0.1 | $904k | -4% | 7.9k | 114.59 |
|
| 3M Company (MMM) | 0.1 | $899k | 5.8k | 155.17 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $895k | 1.6k | 568.65 |
|
|
| Diageo Spon Adr New (DEO) | 0.1 | $879k | -7% | 9.2k | 95.43 |
|
| Park National Corporation (PRK) | 0.1 | $877k | 5.4k | 162.53 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $868k | -5% | 897.00 | 968.09 |
|
| First Tr Exchange-traded SHS (FDL) | 0.1 | $853k | 20k | 43.41 |
|
|
| Citigroup Com New (C) | 0.1 | $852k | 8.4k | 101.50 |
|
|
| Air Products & Chemicals (APD) | 0.1 | $840k | -13% | 3.1k | 272.70 |
|
| Ishares Tr Ibonds Dec 2030 (IBMS) | 0.1 | $828k | +4% | 32k | 26.08 |
|
| Moody's Corporation (MCO) | 0.1 | $824k | 1.7k | 476.48 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $823k | 9.9k | 82.96 |
|
|
| At&t (T) | 0.1 | $818k | -6% | 29k | 28.24 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (POCT) | 0.1 | $811k | +8% | 19k | 43.10 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $811k | 7.6k | 106.49 |
|
|
| Hershey Company (HSY) | 0.1 | $802k | 4.3k | 187.04 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $799k | 47k | 17.16 |
|
|
| Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.1 | $782k | 11k | 72.58 |
|
|
| Global Payments (GPN) | 0.1 | $778k | 9.4k | 83.08 |
|
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $776k | 6.2k | 125.95 |
|
|
| Comfort Systems USA (FIX) | 0.1 | $774k | 938.00 | 825.18 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $767k | 17k | 44.69 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $767k | 2.4k | 320.08 |
|
|
| Linde SHS (LIN) | 0.1 | $749k | -2% | 1.6k | 475.01 |
|
| Danaher Corporation (DHR) | 0.1 | $747k | 3.8k | 198.26 |
|
|
| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.1 | $745k | 7.7k | 96.68 |
|
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $738k | 3.3k | 222.17 |
|
|
| Neurocrine Biosciences (NBIX) | 0.1 | $732k | +2% | 5.2k | 140.38 |
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.1 | $731k | 6.6k | 110.38 |
|
|
| Federal Signal Corporation (FSS) | 0.1 | $731k | 6.1k | 118.99 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $721k | 11k | 65.26 |
|
|
| Colgate-Palmolive Company (CL) | 0.1 | $712k | -2% | 8.9k | 79.94 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $710k | -11% | 1.4k | 490.38 |
|
| Simon Property (SPG) | 0.0 | $697k | 3.7k | 187.66 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $695k | 7.4k | 93.36 |
|
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $690k | 9.5k | 72.44 |
|
|
| Travelers Companies (TRV) | 0.0 | $687k | 2.5k | 279.22 |
|
|
| PNC Financial Services (PNC) | 0.0 | $685k | 3.4k | 200.93 |
|
|
| Ge Vernova (GEV) | 0.0 | $681k | +3% | 1.1k | 614.90 |
|
| Aon Shs Cl A (AON) | 0.0 | $680k | 1.9k | 356.58 |
|
|
| TPG Com Cl A (TPG) | 0.0 | $676k | -4% | 12k | 57.45 |
|
| Oneok (OKE) | 0.0 | $637k | -2% | 8.7k | 72.97 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $616k | 6.9k | 89.34 |
|
|
| Ishares Tr Usd Grn Bond Etf (BGRN) | 0.0 | $615k | 13k | 48.13 |
|
|
| Canadian Pacific Kansas City (CP) | 0.0 | $615k | -17% | 8.3k | 74.49 |
|
| Intuit (INTU) | 0.0 | $614k | -2% | 899.00 | 682.93 |
|
| Cme (CME) | 0.0 | $609k | -2% | 2.3k | 270.18 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $593k | 3.4k | 176.81 |
|
|
| U.S. Lime & Minerals (USLM) | 0.0 | $592k | 4.5k | 131.55 |
|
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.0 | $590k | +6% | 20k | 29.62 |
|
| Carrier Global Corporation (CARR) | 0.0 | $589k | -8% | 9.9k | 59.70 |
|
| Capital One Financial (COF) | 0.0 | $575k | -8% | 2.7k | 212.55 |
|
| AutoZone (AZO) | 0.0 | $575k | 134.00 | 4290.24 |
|
|
| PPL Corporation (PPL) | 0.0 | $574k | -5% | 15k | 37.16 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $570k | -7% | 12k | 48.33 |
|
| Chubb (CB) | 0.0 | $566k | -5% | 2.0k | 282.27 |
|
| Reaves Util Income Com Sh Ben Int (UTG) | 0.0 | $559k | -4% | 14k | 39.62 |
|
| American Intl Group Com New (AIG) | 0.0 | $557k | +84% | 7.1k | 78.54 |
|
| Curtiss-Wright (CW) | 0.0 | $550k | 1.0k | 542.94 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $550k | 9.7k | 56.87 |
|
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $547k | 5.5k | 99.10 |
|
|
| Corning Incorporated (GLW) | 0.0 | $546k | +8% | 6.7k | 82.03 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $543k | 2.1k | 260.44 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $537k | 10k | 53.87 |
|
|
| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.0 | $519k | +22% | 14k | 37.50 |
|
| Lincoln National Corporation (LNC) | 0.0 | $517k | 13k | 40.33 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.0 | $498k | +3% | 12k | 42.95 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $498k | +7% | 15k | 34.37 |
|
| Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA) | 0.0 | $494k | 13k | 38.83 |
|
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $484k | -3% | 10k | 48.03 |
|
| Ishares Tr Esg Optimized (SUSA) | 0.0 | $479k | -5% | 3.5k | 135.67 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $473k | -17% | 4.0k | 118.37 |
|
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.0 | $471k | 8.2k | 57.31 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $468k | +18% | 2.5k | 187.16 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $467k | 6.1k | 76.45 |
|
|
| Realty Income (O) | 0.0 | $465k | 7.7k | 60.79 |
|
|
| Darden Restaurants (DRI) | 0.0 | $465k | 2.4k | 190.36 |
|
|
| Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.0 | $458k | 20k | 22.45 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $454k | NEW | 1.8k | 256.42 |
|
| Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.0 | $453k | 12k | 38.36 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $452k | -8% | 1.8k | 254.33 |
|
| Unilever Spon Adr New (UL) | 0.0 | $452k | -19% | 7.6k | 59.28 |
|
| Constellation Energy (CEG) | 0.0 | $452k | 1.4k | 329.09 |
|
|
| Zimmer Holdings (ZBH) | 0.0 | $451k | -2% | 4.6k | 98.50 |
|
| Republic Services (RSG) | 0.0 | $449k | -3% | 2.0k | 229.48 |
|
| MetLife (MET) | 0.0 | $448k | -4% | 5.4k | 82.37 |
|
| SYSCO Corporation (SYY) | 0.0 | $444k | 5.4k | 82.34 |
|
|
| Nike CL B (NKE) | 0.0 | $441k | 6.3k | 69.73 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $438k | -4% | 3.2k | 138.60 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $438k | 8.2k | 53.08 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $434k | -7% | 2.6k | 168.48 |
|
| Proshares Tr S&p Tech Dividen (TDV) | 0.0 | $433k | -21% | 5.0k | 86.50 |
|
| Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 0.0 | $431k | +43% | 10k | 42.47 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $416k | +21% | 2.3k | 182.42 |
|
| Cummins (CMI) | 0.0 | $406k | 961.00 | 422.58 |
|
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $406k | 14k | 28.91 |
|
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.0 | $403k | 5.2k | 77.65 |
|
|
| Main Street Capital Corporation (MAIN) | 0.0 | $401k | +16% | 6.3k | 63.59 |
|
| ConocoPhillips (COP) | 0.0 | $401k | -3% | 4.2k | 94.58 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $401k | -12% | 3.1k | 128.24 |
|
| Sun Life Financial (SLF) | 0.0 | $400k | 6.7k | 60.03 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $400k | -20% | 4.4k | 91.42 |
|
| Principal Financial (PFG) | 0.0 | $396k | -21% | 4.8k | 82.92 |
|
| Hasbro (HAS) | 0.0 | $396k | +7% | 5.2k | 75.85 |
|
| Ford Motor Company (F) | 0.0 | $393k | -10% | 33k | 11.96 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $391k | 4.9k | 79.93 |
|
|
| Siriusxm Holdings Common Stock (SIRI) | 0.0 | $389k | 17k | 23.27 |
|
|
| Smucker J M Com New (SJM) | 0.0 | $388k | 3.6k | 108.60 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $386k | 5.0k | 77.77 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $385k | -13% | 1.1k | 351.26 |
|
| Cigna Corp (CI) | 0.0 | $381k | -8% | 1.3k | 288.26 |
|
| Woodward Governor Company (WWD) | 0.0 | $380k | 1.5k | 252.71 |
|
|
| Uber Technologies (UBER) | 0.0 | $376k | +25% | 3.8k | 97.97 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $375k | -24% | 3.4k | 108.96 |
|
| Yum! Brands (YUM) | 0.0 | $372k | 2.4k | 152.00 |
|
|
| CRH Ord (CRH) | 0.0 | $370k | +3% | 3.1k | 119.90 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $369k | 1.5k | 238.17 |
|
|
| Vulcan Materials Company (VMC) | 0.0 | $368k | 1.2k | 307.62 |
|
|
| Phillips 66 (PSX) | 0.0 | $366k | -11% | 2.7k | 136.02 |
|
| Global X Fds Defense Tech Etf (SHLD) | 0.0 | $365k | +8% | 5.2k | 70.24 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $361k | 3.5k | 103.21 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $360k | -9% | 3.9k | 91.43 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $355k | 1.2k | 297.62 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $355k | -19% | 2.4k | 145.65 |
|
| Krystal Biotech (KRYS) | 0.0 | $354k | +2% | 2.0k | 176.53 |
|
| Datadog Cl A Com (DDOG) | 0.0 | $354k | 2.5k | 142.40 |
|
|
| Agnico (AEM) | 0.0 | $352k | NEW | 2.1k | 168.56 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $349k | -2% | 5.8k | 60.08 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $347k | -6% | 3.6k | 95.47 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $343k | -8% | 5.2k | 65.92 |
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.0 | $339k | 2.7k | 125.95 |
|
|
| Huntington Ingalls Inds (HII) | 0.0 | $339k | 1.2k | 287.88 |
|
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.0 | $336k | NEW | 4.6k | 73.54 |
|
| FedEx Corporation (FDX) | 0.0 | $333k | 1.4k | 235.86 |
|
|
| Allstate Corporation (ALL) | 0.0 | $333k | +2% | 1.5k | 214.65 |
|
| D.R. Horton (DHI) | 0.0 | $332k | -25% | 2.0k | 169.48 |
|
| Iqvia Holdings (IQV) | 0.0 | $332k | +2% | 1.7k | 189.94 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $331k | -14% | 2.3k | 145.62 |
|
| Evergy (EVRG) | 0.0 | $330k | -5% | 4.3k | 76.02 |
|
| Booking Holdings (BKNG) | 0.0 | $329k | +3% | 61.00 | 5399.26 |
|
| Cardinal Health (CAH) | 0.0 | $328k | -9% | 2.1k | 156.96 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $325k | NEW | 4.4k | 73.46 |
|
| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.0 | $322k | 4.9k | 65.21 |
|
|
| American Tower Reit (AMT) | 0.0 | $321k | -3% | 1.7k | 192.28 |
|
| Anthem (ELV) | 0.0 | $317k | -17% | 982.00 | 323.17 |
|
| S&p Global (SPGI) | 0.0 | $314k | -13% | 645.00 | 486.98 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $314k | 2.7k | 118.44 |
|
|
| Targa Res Corp (TRGP) | 0.0 | $314k | 1.9k | 167.54 |
|
|
| McKesson Corporation (MCK) | 0.0 | $311k | 402.00 | 772.54 |
|
|
| Applovin Corp Com Cl A (APP) | 0.0 | $308k | -30% | 429.00 | 718.54 |
|
| Federated Hermes CL B (FHI) | 0.0 | $306k | -14% | 5.9k | 51.93 |
|
| M&T Bank Corporation (MTB) | 0.0 | $305k | -3% | 1.5k | 197.62 |
|
| Msa Safety Inc equity (MSA) | 0.0 | $300k | 1.7k | 172.07 |
|
|
| Baxter International (BAX) | 0.0 | $300k | +23% | 13k | 22.77 |
|
| Target Corporation (TGT) | 0.0 | $295k | -33% | 3.3k | 89.70 |
|
| Argenx Se Sponsored Adr (ARGX) | 0.0 | $292k | +3% | 396.00 | 737.56 |
|
| Boeing Company (BA) | 0.0 | $288k | +33% | 1.3k | 215.84 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $282k | 3.5k | 79.95 |
|
|
| Watsco, Incorporated (WSO) | 0.0 | $282k | 698.00 | 404.30 |
|
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $281k | -3% | 402.00 | 698.00 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.0 | $278k | 6.6k | 42.02 |
|
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $273k | +3% | 3.2k | 86.80 |
|
| Sprott Asset Management Physical Gold An (CEF) | 0.0 | $273k | 7.4k | 36.69 |
|
|
| Humana (HUM) | 0.0 | $266k | -32% | 1.0k | 260.17 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $266k | 15k | 18.24 |
|
|
| Hp (HPQ) | 0.0 | $265k | +16% | 9.7k | 27.23 |
|
| Vanguard World Energy Etf (VDE) | 0.0 | $265k | 2.1k | 125.88 |
|
|
| Sempra Energy (SRE) | 0.0 | $262k | -19% | 2.9k | 89.98 |
|
| Enbridge (ENB) | 0.0 | $261k | 5.2k | 50.46 |
|
|
| Alliant Energy Corporation (LNT) | 0.0 | $259k | 3.8k | 67.40 |
|
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $258k | NEW | 2.9k | 89.77 |
|
| Cintas Corporation (CTAS) | 0.0 | $257k | -3% | 1.3k | 205.34 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $255k | 1.3k | 189.70 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $254k | 1.5k | 170.31 |
|
|
| Acuity Brands (AYI) | 0.0 | $253k | 735.00 | 344.39 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $252k | -2% | 2.6k | 96.50 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $252k | -42% | 1.0k | 246.60 |
|
| Synovus Finl Corp Com New (SNV) | 0.0 | $251k | 5.1k | 49.08 |
|
|
| Clorox Company (CLX) | 0.0 | $250k | NEW | 2.0k | 123.31 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $249k | 1.3k | 192.75 |
|
|
| Dt Midstream Common Stock (DTM) | 0.0 | $248k | -17% | 2.2k | 113.06 |
|
| Howmet Aerospace (HWM) | 0.0 | $247k | +13% | 1.3k | 196.25 |
|
| Innovator Etfs Trust Equity Defined P (ZSEP) | 0.0 | $245k | +14% | 9.3k | 26.49 |
|
| Equity Residential Sh Ben Int (EQR) | 0.0 | $245k | 3.8k | 64.73 |
|
|
| Sarepta Therapeutics (SRPT) | 0.0 | $245k | +6% | 13k | 19.27 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.0 | $243k | +10% | 5.8k | 42.03 |
|
| Aptar (ATR) | 0.0 | $242k | -5% | 1.8k | 133.66 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $239k | -7% | 3.2k | 75.40 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $237k | -11% | 2.4k | 97.63 |
|
| Ishares Ethereum Tr SHS (ETHA) | 0.0 | $237k | NEW | 7.5k | 31.51 |
|
| O'reilly Automotive (ORLY) | 0.0 | $237k | NEW | 2.2k | 107.81 |
|
| Innovator Etfs Trust Quity Managd Flr (SFLR) | 0.0 | $234k | 6.5k | 36.03 |
|
|
| American Water Works (AWK) | 0.0 | $231k | +2% | 1.7k | 139.19 |
|
| United Parcel Service CL B (UPS) | 0.0 | $231k | -39% | 2.8k | 83.54 |
|
| Elbit Sys Ord (ESLT) | 0.0 | $229k | NEW | 450.00 | 509.80 |
|
| Analog Devices (ADI) | 0.0 | $229k | -8% | 933.00 | 245.58 |
|
| First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) | 0.0 | $229k | 3.7k | 61.92 |
|
|
| Vanguard World Financials Etf (VFH) | 0.0 | $229k | 1.7k | 131.26 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $227k | -39% | 537.00 | 421.96 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $227k | +3% | 1.1k | 208.71 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $223k | 930.00 | 239.69 |
|
|
| Northern Trust Corporation (NTRS) | 0.0 | $218k | 1.6k | 134.60 |
|
|
| Thomson Reuters Corp. (TRI) | 0.0 | $218k | 1.4k | 155.33 |
|
|
| Rockwell Automation (ROK) | 0.0 | $216k | -2% | 618.00 | 349.57 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $214k | NEW | 3.1k | 68.46 |
|
| L3harris Technologies (LHX) | 0.0 | $214k | NEW | 699.00 | 305.38 |
|
| Strategy Cl A New (MSTR) | 0.0 | $213k | 661.00 | 322.21 |
|
|
| Kraft Heinz (KHC) | 0.0 | $212k | -11% | 8.1k | 26.04 |
|
| Acres Commercial Realty Corp Com New (ACR) | 0.0 | $212k | 10k | 21.16 |
|
|
| Ss&c Technologies Holding (SSNC) | 0.0 | $211k | -5% | 2.4k | 88.76 |
|
| DTE Energy Company (DTE) | 0.0 | $206k | -5% | 1.5k | 141.43 |
|
| Exelon Corporation (EXC) | 0.0 | $204k | -10% | 4.5k | 45.01 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $200k | -8% | 937.00 | 213.66 |
|
| Pfizer (PFE) | 0.0 | $177k | +16% | 92k | 1.92 |
|
| PIMCO Corporate Income Fund (PCN) | 0.0 | $162k | 12k | 13.38 |
|
|
| Nuveen Municipal Credit Com Sh Ben Int (NZF) | 0.0 | $157k | 13k | 12.56 |
|
|
| BlackRock Credit All Inc Trust IV (BTZ) | 0.0 | $154k | 14k | 11.05 |
|
|
| Stellantis SHS (STLA) | 0.0 | $145k | 16k | 9.34 |
|
|
| Calcimedica Com New (CALC) | 0.0 | $62k | 20k | 3.08 |
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| Butterfly Network Com Cl A (BFLY) | 0.0 | $31k | 16k | 1.93 |
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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 2025 Q3 filed Nov. 10, 2025
- Sound View Wealth Advisors Group 2025 Q2 filed Aug. 7, 2025
- Sound View Wealth Advisors Group 2025 Q1 filed May 8, 2025
- Sound View Wealth Advisors Group 2024 Q4 filed Feb. 7, 2025
- 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