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, IBDS, and represent 17.46% of Sound View Wealth Advisors Group's stock portfolio.
- Added to shares of these 10 stocks: IBDX (+$6.1M), IBTF, IBDS, IBDR, IBDU, IBDT, IBDW, IBDV, IBDQ, SCHF.
- Started 17 new stock positions in ADI, TTE, SCHF, VFLO, DTE, CEF, SPOT, HII, CVS, SFM. SONY, SSNC, VBR, MSA, DTM, ORLY, BSX.
- Reduced shares in these 10 stocks: AAPL, SCHD, JNJ, TSLA, VTI, DGRO, PG, EFX, XOM, ABBV.
- Sold out of its positions in AAON, AYI, ALB, AWF, AIG, HACK, APO, BCC, CLX, LODE.
- Sound View Wealth Advisors Group was a net buyer of stock by $4.0M.
- Sound View Wealth Advisors Group has $1.2B in assets under management (AUM), dropping by -1.77%.
- Central Index Key (CIK): 0001784777
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Portfolio Holdings for Sound View Wealth Advisors Group
Sound View Wealth Advisors Group holds 406 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.2 | $64M | -6% | 288k | 222.13 |
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 4.3 | $52M | +2% | 2.1M | 25.15 |
|
| Microsoft Corporation (MSFT) | 2.8 | $34M | 92k | 375.39 |
|
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 2.8 | $34M | +7% | 1.4M | 24.21 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 2.3 | $28M | +11% | 1.2M | 24.18 |
|
| NVIDIA Corporation (NVDA) | 2.1 | $25M | 232k | 108.38 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 2.0 | $24M | +3% | 823k | 29.69 |
|
| Eli Lilly & Co. (LLY) | 2.0 | $24M | 29k | 825.92 |
|
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 2.0 | $24M | +10% | 952k | 25.26 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.7 | $21M | -2% | 956k | 22.08 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.6 | $20M | -2% | 39k | 513.92 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.6 | $20M | -5% | 71k | 274.84 |
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 1.5 | $19M | +13% | 817k | 23.13 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.5 | $18M | 92k | 193.99 |
|
|
| Amazon (AMZN) | 1.4 | $17M | 87k | 190.26 |
|
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 1.3 | $17M | +10% | 758k | 21.72 |
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 1.3 | $16M | +10% | 771k | 20.75 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.3 | $15M | -13% | 548k | 27.96 |
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $15M | 62k | 245.30 |
|
|
| Procter & Gamble Company (PG) | 1.2 | $14M | -6% | 85k | 170.42 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 1.2 | $14M | 217k | 66.34 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $14M | 30k | 468.92 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 1.2 | $14M | -4% | 26k | 542.38 |
|
| Ishares Tr Ibonds Dec 2032 (IBDX) | 1.1 | $14M | +81% | 543k | 24.99 |
|
| Home Depot (HD) | 1.1 | $13M | 36k | 366.49 |
|
|
| Johnson & Johnson (JNJ) | 1.0 | $12M | -15% | 70k | 165.84 |
|
| Abbvie (ABBV) | 0.9 | $12M | -6% | 55k | 209.52 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $11M | +8% | 19k | 559.38 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.9 | $11M | 25k | 419.88 |
|
|
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.9 | $11M | +50% | 448k | 23.37 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $10M | 65k | 156.23 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $10M | 19k | 532.58 |
|
|
| Tesla Motors (TSLA) | 0.8 | $10M | -13% | 39k | 259.16 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.8 | $9.7M | -9% | 156k | 61.78 |
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| Amgen (AMGN) | 0.7 | $9.1M | 29k | 311.55 |
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| Wal-Mart Stores (WMT) | 0.7 | $8.9M | 102k | 87.79 |
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| Broadcom (AVGO) | 0.7 | $8.5M | -3% | 51k | 167.43 |
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| Southern Company (SO) | 0.7 | $8.5M | -2% | 92k | 91.95 |
|
| Coca-Cola Company (KO) | 0.7 | $8.5M | 118k | 71.62 |
|
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| Enterprise Products Partners (EPD) | 0.7 | $8.5M | 248k | 34.14 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.7 | $8.4M | +2% | 41k | 206.48 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $8.2M | -2% | 64k | 128.96 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $8.0M | 22k | 361.08 |
|
|
| International Business Machines (IBM) | 0.6 | $7.8M | 32k | 248.66 |
|
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| Exxon Mobil Corporation (XOM) | 0.6 | $7.4M | -10% | 63k | 118.93 |
|
| Visa Com Cl A (V) | 0.6 | $7.4M | 21k | 350.47 |
|
|
| McDonald's Corporation (MCD) | 0.6 | $7.2M | -4% | 23k | 312.37 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.6 | $7.2M | +2% | 50k | 146.01 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $6.6M | 43k | 154.64 |
|
|
| Philip Morris International (PM) | 0.5 | $6.5M | -6% | 41k | 158.73 |
|
| AFLAC Incorporated (AFL) | 0.5 | $6.5M | +15% | 59k | 111.19 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.5 | $6.3M | -5% | 86k | 73.45 |
|
| Meta Platforms Cl A (META) | 0.5 | $6.2M | +4% | 11k | 576.37 |
|
| Chevron Corporation (CVX) | 0.5 | $5.9M | -9% | 35k | 167.29 |
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| Costco Wholesale Corporation (COST) | 0.5 | $5.6M | 5.9k | 945.73 |
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|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.4 | $5.4M | +2% | 68k | 78.85 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $5.3M | 62k | 85.07 |
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| Pepsi (PEP) | 0.4 | $5.0M | 33k | 149.94 |
|
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| Raytheon Technologies Corp (RTX) | 0.4 | $4.9M | +2% | 37k | 132.46 |
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| Vanguard Index Fds Value Etf (VTV) | 0.4 | $4.8M | -4% | 28k | 172.74 |
|
| Merck & Co (MRK) | 0.4 | $4.8M | +3% | 54k | 89.76 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.4 | $4.8M | +3% | 59k | 81.67 |
|
| Emerson Electric (EMR) | 0.4 | $4.5M | 41k | 109.64 |
|
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| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $4.3M | +2% | 15k | 288.14 |
|
| Altria (MO) | 0.4 | $4.3M | -3% | 71k | 60.02 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $4.3M | 14k | 306.74 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.3 | $4.1M | -5% | 29k | 142.22 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $4.0M | +3% | 41k | 98.92 |
|
| Ishares Tr Ibonds Dec 26 (IBMO) | 0.3 | $4.0M | +11% | 157k | 25.56 |
|
| Williams Companies (WMB) | 0.3 | $4.0M | 67k | 59.76 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.3 | $4.0M | 15k | 264.73 |
|
|
| Ishares Tr Ibonds Dec 25 (IBMN) | 0.3 | $3.9M | +9% | 147k | 26.75 |
|
| Caterpillar (CAT) | 0.3 | $3.9M | 12k | 329.79 |
|
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| Progressive Corporation (PGR) | 0.3 | $3.7M | +3% | 13k | 283.02 |
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| Qualcomm (QCOM) | 0.3 | $3.7M | 24k | 153.61 |
|
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| General Dynamics Corporation (GD) | 0.3 | $3.7M | +2% | 14k | 272.57 |
|
| Fifth Third Ban (FITB) | 0.3 | $3.5M | +2% | 90k | 39.20 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $3.5M | -8% | 9.5k | 370.83 |
|
| Bristol Myers Squibb (BMY) | 0.3 | $3.5M | 57k | 60.99 |
|
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| Nextera Energy (NEE) | 0.3 | $3.4M | +3% | 49k | 70.89 |
|
| Kinder Morgan (KMI) | 0.3 | $3.4M | -4% | 120k | 28.53 |
|
| W.R. Berkley Corporation (WRB) | 0.3 | $3.4M | 47k | 71.16 |
|
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| Consolidated Edison (ED) | 0.3 | $3.3M | +2% | 30k | 110.59 |
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| Abbott Laboratories (ABT) | 0.3 | $3.3M | -12% | 25k | 132.65 |
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| Oracle Corporation (ORCL) | 0.3 | $3.3M | +3% | 23k | 139.81 |
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| Automatic Data Processing (ADP) | 0.3 | $3.2M | 11k | 305.54 |
|
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| Astrazeneca Sponsored Adr (AZN) | 0.3 | $3.2M | +6% | 43k | 73.50 |
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| Bank of America Corporation (BAC) | 0.3 | $3.1M | +5% | 75k | 41.73 |
|
| Ishares Tr Ibonds Dec 27 (IBMP) | 0.3 | $3.1M | +12% | 122k | 25.28 |
|
| Stryker Corporation (SYK) | 0.3 | $3.1M | +3% | 8.3k | 372.25 |
|
| Lowe's Companies (LOW) | 0.3 | $3.1M | -7% | 13k | 233.24 |
|
| American Express Company (AXP) | 0.2 | $3.0M | -4% | 11k | 269.04 |
|
| Medtronic SHS (MDT) | 0.2 | $3.0M | +4% | 33k | 89.86 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $2.9M | -4% | 5.2k | 561.92 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $2.8M | 14k | 199.49 |
|
|
| Texas Instruments Incorporated (TXN) | 0.2 | $2.8M | 15k | 179.70 |
|
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| Duke Energy Corp Com New (DUK) | 0.2 | $2.7M | 22k | 121.97 |
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| Pfizer (PFE) | 0.2 | $2.7M | -6% | 108k | 25.34 |
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| Cisco Systems (CSCO) | 0.2 | $2.7M | 44k | 61.71 |
|
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $2.6M | +44% | 35k | 75.65 |
|
| Hca Holdings (HCA) | 0.2 | $2.5M | +2% | 7.4k | 345.55 |
|
| UnitedHealth (UNH) | 0.2 | $2.5M | -6% | 4.7k | 523.77 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.2 | $2.5M | -6% | 51k | 48.35 |
|
| Verizon Communications (VZ) | 0.2 | $2.4M | -6% | 54k | 45.36 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.2 | $2.4M | +17% | 29k | 82.94 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $2.4M | -3% | 9.3k | 258.62 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $2.4M | 46k | 52.37 |
|
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| American Electric Power Company (AEP) | 0.2 | $2.4M | 22k | 109.27 |
|
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| Digital Realty Trust (DLR) | 0.2 | $2.4M | 17k | 143.29 |
|
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $2.3M | -13% | 15k | 160.54 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $2.3M | -4% | 23k | 102.18 |
|
| DNP Select Income Fund (DNP) | 0.2 | $2.3M | -13% | 231k | 9.89 |
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| General Mills (GIS) | 0.2 | $2.3M | 38k | 59.79 |
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| Canadian Pacific Kansas City (CP) | 0.2 | $2.3M | +2% | 32k | 70.21 |
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| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.2 | $2.2M | +9% | 89k | 25.29 |
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| Illinois Tool Works (ITW) | 0.2 | $2.2M | 8.8k | 248.01 |
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| TJX Companies (TJX) | 0.2 | $2.2M | 18k | 121.80 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $2.1M | 31k | 67.85 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $2.1M | 4.2k | 497.55 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.2 | $2.1M | +22% | 38k | 54.76 |
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| Waste Management (WM) | 0.2 | $2.1M | 8.9k | 231.50 |
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| Waste Connections (WCN) | 0.2 | $2.1M | +3% | 11k | 195.19 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $2.1M | -2% | 67k | 30.73 |
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| Principal Financial (PFG) | 0.2 | $2.0M | 24k | 84.37 |
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| Equinix (EQIX) | 0.2 | $1.9M | 2.4k | 815.26 |
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| Deere & Company (DE) | 0.2 | $1.9M | 4.0k | 469.35 |
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| Ishares Tr Ibonds Dec 2029 (IBMR) | 0.2 | $1.9M | +8% | 75k | 25.04 |
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| Honeywell International (HON) | 0.2 | $1.9M | 8.8k | 211.75 |
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| Byrna Technologies Com New (BYRN) | 0.1 | $1.7M | -4% | 102k | 16.84 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $1.7M | +2% | 3.5k | 484.79 |
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| salesforce (CRM) | 0.1 | $1.7M | -13% | 6.3k | 268.35 |
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| Netflix (NFLX) | 0.1 | $1.7M | +2% | 1.8k | 932.28 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $1.7M | 29k | 58.96 |
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| Micron Technology (MU) | 0.1 | $1.7M | +20% | 19k | 86.89 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $1.6M | 3.7k | 446.69 |
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| Paychex (PAYX) | 0.1 | $1.6M | 11k | 154.28 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $1.6M | -8% | 44k | 36.90 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $1.6M | +21% | 43k | 37.86 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.6M | 2.00 | 798441.50 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $1.6M | +4% | 22k | 72.70 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.5M | -11% | 8.1k | 188.16 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $1.5M | 48k | 30.99 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $1.4M | 2.9k | 495.27 |
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| Zoetis Cl A (ZTS) | 0.1 | $1.4M | -2% | 8.7k | 164.66 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $1.4M | 2.2k | 634.35 |
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| D.R. Horton (DHI) | 0.1 | $1.4M | +11% | 11k | 127.13 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $1.4M | +19% | 17k | 84.95 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.4M | -4% | 10k | 134.29 |
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| Blackrock (BLK) | 0.1 | $1.4M | 1.4k | 946.69 |
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| Innovator Etfs Trust Laderd Alctn Pwr (BUFF) | 0.1 | $1.4M | -5% | 31k | 44.09 |
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| Baxter International (BAX) | 0.1 | $1.3M | +29% | 39k | 34.23 |
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| Walt Disney Company (DIS) | 0.1 | $1.3M | -10% | 14k | 98.70 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.3M | 14k | 92.83 |
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| Vanguard World Consum Dis Etf (VCR) | 0.1 | $1.3M | 3.9k | 325.52 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $1.3M | 13k | 95.37 |
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| Norfolk Southern (NSC) | 0.1 | $1.2M | -21% | 5.2k | 236.85 |
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| Diageo Spon Adr New (DEO) | 0.1 | $1.2M | -11% | 12k | 104.79 |
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| Palo Alto Networks (PANW) | 0.1 | $1.2M | +2% | 7.2k | 170.64 |
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| Xcel Energy (XEL) | 0.1 | $1.2M | +7% | 17k | 70.79 |
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| Truist Financial Corp equities (TFC) | 0.1 | $1.2M | +2% | 29k | 41.15 |
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| Public Service Enterprise (PEG) | 0.1 | $1.1M | 14k | 82.30 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $1.1M | +102% | 3.4k | 334.48 |
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| Gilead Sciences (GILD) | 0.1 | $1.1M | -6% | 10k | 112.06 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $1.1M | +262% | 12k | 90.54 |
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| Ccc Intelligent Solutions Holdings (CCCS) | 0.1 | $1.1M | 120k | 9.03 |
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| Air Products & Chemicals (APD) | 0.1 | $1.1M | +3% | 3.6k | 294.93 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.1M | -7% | 7.5k | 139.79 |
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| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.1 | $1.0M | 8.4k | 124.15 |
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| Zimmer Holdings (ZBH) | 0.1 | $1.0M | +5% | 9.2k | 113.18 |
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| Linde SHS (LIN) | 0.1 | $1.0M | +4% | 2.2k | 465.64 |
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| Cme (CME) | 0.1 | $1.0M | +58% | 3.9k | 265.30 |
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| Global Payments (GPN) | 0.1 | $1.0M | 10k | 97.92 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.0M | +4% | 22k | 45.26 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $1.0M | NEW | 51k | 19.78 |
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| Eaton Corp SHS (ETN) | 0.1 | $993k | 3.7k | 271.83 |
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| Union Pacific Corporation (UNP) | 0.1 | $990k | +5% | 4.2k | 236.24 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $983k | -13% | 11k | 93.66 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $983k | -8% | 8.1k | 121.13 |
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| Oneok (OKE) | 0.1 | $971k | 9.8k | 99.22 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $956k | 1.9k | 512.12 |
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| Ferrari Nv Ord (RACE) | 0.1 | $941k | 2.2k | 427.88 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $921k | 4.8k | 190.05 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $919k | 7.8k | 117.49 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $916k | -6% | 1.7k | 548.19 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $914k | 7.3k | 125.97 |
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| TPG Com Cl A (TPG) | 0.1 | $900k | +12% | 19k | 47.43 |
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| Wec Energy Group (WEC) | 0.1 | $892k | +3% | 8.2k | 108.98 |
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| RBB Motley Fol Etf (TMFC) | 0.1 | $892k | 16k | 55.62 |
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| Colgate-Palmolive Company (CL) | 0.1 | $887k | +4% | 9.5k | 93.70 |
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| Servicenow (NOW) | 0.1 | $875k | +3% | 1.1k | 796.14 |
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| Shopify Cl A (SHOP) | 0.1 | $851k | 8.9k | 95.48 |
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| 3M Company (MMM) | 0.1 | $849k | -7% | 5.8k | 146.86 |
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| First Tr Morningstar Divid L SHS (FDL) | 0.1 | $847k | -6% | 20k | 43.44 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $845k | +9% | 12k | 72.20 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $844k | -8% | 45k | 18.59 |
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| Kla Corp Com New (KLAC) | 0.1 | $834k | +3% | 1.2k | 679.53 |
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| Moody's Corporation (MCO) | 0.1 | $830k | +3% | 1.8k | 465.69 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $828k | -4% | 6.5k | 127.90 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $823k | -12% | 14k | 60.66 |
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| Advanced Micro Devices (AMD) | 0.1 | $823k | +2% | 8.0k | 102.74 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $822k | 9.9k | 82.73 |
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| Park National Corporation (PRK) | 0.1 | $817k | 5.4k | 151.40 |
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| Intra Cellular Therapies (ITCI) | 0.1 | $817k | 6.2k | 131.92 |
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| Aon Shs Cl A (AON) | 0.1 | $813k | 2.0k | 399.09 |
|
|
| Intel Corporation (INTC) | 0.1 | $810k | -12% | 36k | 22.71 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $807k | 7.7k | 105.44 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $805k | +4% | 4.8k | 166.00 |
|
| Ge Aerospace Com New (GE) | 0.1 | $804k | +7% | 4.0k | 200.14 |
|
| Marvell Technology (MRVL) | 0.1 | $772k | +3% | 13k | 61.57 |
|
| Hershey Company (HSY) | 0.1 | $744k | +7% | 4.4k | 171.04 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $743k | 3.5k | 211.48 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $742k | +11% | 6.4k | 116.67 |
|
| Goldman Sachs (GS) | 0.1 | $731k | -8% | 1.3k | 546.29 |
|
| Applied Materials (AMAT) | 0.1 | $724k | +12% | 5.0k | 145.11 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $713k | +5% | 6.8k | 104.57 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $711k | 14k | 50.83 |
|
|
| Carrier Global Corporation (CARR) | 0.1 | $708k | -3% | 11k | 63.40 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $708k | 17k | 41.21 |
|
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.1 | $692k | 7.0k | 98.70 |
|
|
| Ishares Tr Ibonds Dec 2030 (IBMS) | 0.1 | $691k | +31% | 27k | 25.40 |
|
| CSX Corporation (CSX) | 0.1 | $690k | 23k | 29.43 |
|
|
| Travelers Companies (TRV) | 0.1 | $687k | -10% | 2.6k | 264.46 |
|
| PNC Financial Services (PNC) | 0.1 | $675k | -50% | 3.8k | 175.77 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (POCT) | 0.1 | $673k | 17k | 38.85 |
|
|
| Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.1 | $653k | -17% | 11k | 60.61 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $645k | -21% | 2.9k | 221.76 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $643k | +27% | 14k | 46.81 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $639k | 6.8k | 93.45 |
|
|
| PPL Corporation (PPL) | 0.1 | $619k | -8% | 17k | 36.11 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $619k | +2% | 2.4k | 255.54 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $614k | +19% | 11k | 58.35 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $608k | 6.7k | 90.67 |
|
|
| Simon Property (SPG) | 0.0 | $603k | -26% | 3.6k | 166.10 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $602k | +20% | 14k | 42.22 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $598k | 1.7k | 352.58 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $596k | +35% | 899.00 | 662.63 |
|
| Chubb (CB) | 0.0 | $574k | 1.9k | 302.01 |
|
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $572k | 9.5k | 60.48 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $558k | +2% | 3.6k | 153.21 |
|
| Ishares Tr Usd Grn Bond Etf (BGRN) | 0.0 | $555k | +4% | 12k | 47.36 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $553k | -14% | 6.8k | 81.73 |
|
| Equifax (EFX) | 0.0 | $550k | -63% | 2.3k | 243.56 |
|
| Tractor Supply Company (TSCO) | 0.0 | $549k | +6% | 10k | 55.10 |
|
| Neurocrine Biosciences (NBIX) | 0.0 | $543k | 4.9k | 110.60 |
|
|
| Darden Restaurants (DRI) | 0.0 | $543k | 2.6k | 207.76 |
|
|
| At&t (T) | 0.0 | $539k | -27% | 19k | 28.28 |
|
| Citigroup Com New (C) | 0.0 | $538k | 7.6k | 70.99 |
|
|
| Target Corporation (TGT) | 0.0 | $536k | +9% | 5.1k | 104.36 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $536k | 3.3k | 161.27 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $529k | 7.4k | 71.79 |
|
|
| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.0 | $526k | +62% | 7.7k | 68.21 |
|
| Federal Signal Corporation (FSS) | 0.0 | $525k | 7.1k | 73.55 |
|
|
| Federated Hermes CL B (FHI) | 0.0 | $520k | -30% | 13k | 40.77 |
|
| Anthem (ELV) | 0.0 | $517k | +24% | 1.2k | 434.99 |
|
| AutoZone (AZO) | 0.0 | $511k | -11% | 134.00 | 3812.78 |
|
| Reaves Util Income Com Sh Ben Int (UTG) | 0.0 | $508k | -2% | 16k | 32.54 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $506k | 3.4k | 150.96 |
|
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $500k | -9% | 5.7k | 87.99 |
|
| Proshares Tr S&p Tech Dividen (TDV) | 0.0 | $494k | -5% | 6.8k | 72.85 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $490k | 9.8k | 49.81 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $489k | +3% | 2.1k | 238.20 |
|
| Intercontinental Exchange (ICE) | 0.0 | $488k | +5% | 2.8k | 172.50 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $487k | +3% | 12k | 41.80 |
|
| Cigna Corp (CI) | 0.0 | $475k | 1.4k | 329.00 |
|
|
| Republic Services (RSG) | 0.0 | $469k | 1.9k | 242.16 |
|
|
| Smucker J M Com New (SJM) | 0.0 | $465k | -12% | 3.9k | 118.42 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $464k | +4% | 9.8k | 47.48 |
|
| MetLife (MET) | 0.0 | $462k | +3% | 5.8k | 80.29 |
|
| Lincoln National Corporation (LNC) | 0.0 | $454k | -5% | 13k | 35.91 |
|
| Intuit (INTU) | 0.0 | $452k | -51% | 736.00 | 614.02 |
|
| ConocoPhillips (COP) | 0.0 | $450k | -38% | 4.3k | 105.03 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $447k | 4.6k | 96.45 |
|
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $444k | 3.9k | 114.87 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $441k | -32% | 8.2k | 53.97 |
|
| Realty Income (O) | 0.0 | $435k | +11% | 7.5k | 58.01 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.0 | $430k | 11k | 38.41 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $426k | 4.1k | 103.21 |
|
|
| Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.0 | $426k | 12k | 35.66 |
|
|
| Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $425k | +5% | 18k | 24.06 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $423k | -15% | 1.4k | 312.04 |
|
| Watsco, Incorporated (WSO) | 0.0 | $422k | -7% | 831.00 | 508.30 |
|
| Unilever Spon Adr New (UL) | 0.0 | $421k | 7.1k | 59.55 |
|
|
| Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.0 | $415k | +4% | 19k | 22.18 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $408k | 3.7k | 111.48 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $407k | 3.3k | 121.92 |
|
|
| Sun Life Financial (SLF) | 0.0 | $400k | -21% | 7.0k | 57.26 |
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.0 | $394k | 5.2k | 75.91 |
|
|
| U.S. Lime & Minerals (USLM) | 0.0 | $393k | -19% | 4.5k | 88.38 |
|
| SYSCO Corporation (SYY) | 0.0 | $393k | -6% | 5.2k | 75.04 |
|
| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.0 | $389k | NEW | 11k | 34.28 |
|
| United Parcel Service CL B (UPS) | 0.0 | $387k | -25% | 3.5k | 110.01 |
|
| Becton, Dickinson and (BDX) | 0.0 | $385k | +8% | 1.7k | 229.08 |
|
| Yum! Brands (YUM) | 0.0 | $385k | +4% | 2.4k | 157.36 |
|
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.0 | $383k | -17% | 8.2k | 46.67 |
|
| Genuine Parts Company (GPC) | 0.0 | $381k | -4% | 3.2k | 119.14 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $378k | 6.1k | 61.89 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $377k | 4.5k | 83.87 |
|
|
| Siriusxm Holdings Common Stock (SIRI) | 0.0 | $376k | 17k | 22.55 |
|
|
| Targa Res Corp (TRGP) | 0.0 | $375k | +6% | 1.9k | 200.47 |
|
| American Tower Reit (AMT) | 0.0 | $375k | 1.7k | 217.54 |
|
|
| Broadridge Financial Solutions (BR) | 0.0 | $375k | 1.5k | 242.46 |
|
|
| S&p Global (SPGI) | 0.0 | $374k | +45% | 735.00 | 508.43 |
|
| Synovus Finl Corp Com New (SNV) | 0.0 | $371k | 7.9k | 46.74 |
|
|
| Danaher Corporation (DHR) | 0.0 | $370k | +3% | 1.8k | 205.00 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $369k | 8.9k | 41.37 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $368k | 3.0k | 122.01 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $364k | 1.4k | 254.33 |
|
|
| Ford Motor Company (F) | 0.0 | $363k | +7% | 36k | 10.03 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $360k | -20% | 6.0k | 60.19 |
|
| Edwards Lifesciences (EW) | 0.0 | $356k | +4% | 4.9k | 72.48 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $349k | 4.4k | 78.94 |
|
|
| Capital One Financial (COF) | 0.0 | $347k | 1.9k | 179.31 |
|
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $341k | 4.5k | 75.74 |
|
|
| Cardinal Health (CAH) | 0.0 | $338k | +10% | 2.5k | 137.77 |
|
| Cummins (CMI) | 0.0 | $338k | +5% | 1.1k | 313.58 |
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $335k | 11k | 29.28 |
|
|
| FedEx Corporation (FDX) | 0.0 | $328k | -4% | 1.3k | 243.69 |
|
| Ge Vernova (GEV) | 0.0 | $326k | +11% | 1.1k | 305.28 |
|
| Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA) | 0.0 | $326k | +4% | 15k | 22.21 |
|
| Curtiss-Wright (CW) | 0.0 | $322k | 1.0k | 317.27 |
|
|
| Evergy (EVRG) | 0.0 | $315k | -28% | 4.6k | 68.95 |
|
| Allstate Corporation (ALL) | 0.0 | $312k | +12% | 1.5k | 207.07 |
|
| Sarepta Therapeutics (SRPT) | 0.0 | $310k | +18% | 4.9k | 63.82 |
|
| Sanofi Sponsored Adr (SNY) | 0.0 | $309k | -10% | 5.6k | 55.46 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $308k | -19% | 2.6k | 119.47 |
|
| Phillips 66 (PSX) | 0.0 | $307k | -7% | 2.5k | 123.48 |
|
| Humana (HUM) | 0.0 | $305k | +5% | 1.2k | 264.60 |
|
| Vulcan Materials Company (VMC) | 0.0 | $303k | +11% | 1.3k | 233.30 |
|
| Comfort Systems USA (FIX) | 0.0 | $302k | -5% | 937.00 | 322.33 |
|
| M&T Bank Corporation (MTB) | 0.0 | $301k | +10% | 1.7k | 178.75 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $300k | 1.2k | 251.77 |
|
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.0 | $297k | -41% | 4.6k | 65.08 |
|
| Crown Castle Intl (CCI) | 0.0 | $297k | -70% | 2.8k | 104.25 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $297k | 1.4k | 218.85 |
|
|
| Nike CL B (NKE) | 0.0 | $295k | -13% | 4.6k | 63.48 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $294k | 3.8k | 78.29 |
|
|
| Woodward Governor Company (WWD) | 0.0 | $294k | +5% | 1.6k | 182.49 |
|
| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.0 | $294k | 4.9k | 59.51 |
|
|
| Kraft Heinz (KHC) | 0.0 | $291k | -17% | 9.6k | 30.43 |
|
| Copart (CPRT) | 0.0 | $290k | 5.1k | 56.59 |
|
|
| Hp (HPQ) | 0.0 | $289k | 10k | 27.69 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $288k | +9% | 750.00 | 383.55 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $286k | NEW | 4.2k | 67.74 |
|
| Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 0.0 | $278k | +3% | 7.4k | 37.78 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $278k | -4% | 14k | 19.53 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.0 | $277k | 7.4k | 37.60 |
|
|
| Zillow Group Cl C Cap Stk (Z) | 0.0 | $277k | 4.0k | 68.56 |
|
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.0 | $276k | -23% | 2.7k | 102.41 |
|
| Corning Incorporated (GLW) | 0.0 | $275k | 6.0k | 45.78 |
|
|
| Krystal Biotech (KRYS) | 0.0 | $273k | +6% | 1.5k | 180.30 |
|
| Vanguard World Energy Etf (VDE) | 0.0 | $273k | 2.1k | 129.73 |
|
|
| Equity Residential Sh Ben Int (EQR) | 0.0 | $267k | 3.7k | 71.58 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $266k | NEW | 2.6k | 100.88 |
|
| Aptar (ATR) | 0.0 | $263k | 1.8k | 148.38 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $260k | -17% | 2.7k | 97.95 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $259k | 15k | 17.59 |
|
|
| Booking Holdings (BKNG) | 0.0 | $258k | 56.00 | 4606.91 |
|
|
| McKesson Corporation (MCK) | 0.0 | $257k | 382.00 | 672.99 |
|
|
| Msa Safety Inc equity (MSA) | 0.0 | $257k | NEW | 1.8k | 146.69 |
|
| Constellation Energy (CEG) | 0.0 | $255k | -5% | 1.3k | 201.63 |
|
| CRH Ord (CRH) | 0.0 | $253k | 2.9k | 87.97 |
|
|
| Constellation Brands Cl A (STZ) | 0.0 | $251k | +29% | 1.4k | 183.55 |
|
| Trane Technologies SHS (TT) | 0.0 | $249k | +21% | 739.00 | 336.92 |
|
| Alliant Energy Corporation (LNT) | 0.0 | $244k | 3.8k | 64.34 |
|
|
| Main Street Capital Corporation (MAIN) | 0.0 | $244k | +2% | 4.3k | 56.56 |
|
| Thomson Reuters Corp. (TRI) | 0.0 | $243k | 1.4k | 172.78 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $241k | +6% | 1.2k | 205.53 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $239k | +3% | 981.00 | 244.03 |
|
| American Water Works (AWK) | 0.0 | $238k | -15% | 1.6k | 147.52 |
|
| Sprouts Fmrs Mkt (SFM) | 0.0 | $236k | NEW | 1.5k | 152.64 |
|
| Exelon Corporation (EXC) | 0.0 | $236k | -9% | 5.1k | 46.08 |
|
| Enbridge (ENB) | 0.0 | $235k | +4% | 5.3k | 44.31 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $235k | 1.4k | 173.26 |
|
|
| Sempra Energy (SRE) | 0.0 | $234k | -13% | 3.3k | 71.36 |
|
| Datadog Cl A Com (DDOG) | 0.0 | $231k | 2.3k | 99.21 |
|
|
| DTE Energy Company (DTE) | 0.0 | $229k | NEW | 1.7k | 138.27 |
|
| Kenvue (KVUE) | 0.0 | $224k | -6% | 9.3k | 23.98 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $220k | NEW | 3.4k | 64.69 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $217k | -7% | 2.6k | 82.32 |
|
| Ss&c Technologies Holding (SSNC) | 0.0 | $217k | NEW | 2.6k | 83.53 |
|
| Acres Commercial Realty Corp Com New (ACR) | 0.0 | $217k | -9% | 10k | 21.67 |
|
| Rockwell Automation (ROK) | 0.0 | $213k | -58% | 824.00 | 258.53 |
|
| Uber Technologies (UBER) | 0.0 | $213k | -17% | 2.9k | 72.86 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $213k | -7% | 3.5k | 59.94 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $213k | -3% | 2.8k | 76.50 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $212k | NEW | 385.00 | 550.03 |
|
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.0 | $211k | NEW | 7.4k | 28.41 |
|
| Dt Midstream Common Stock (DTM) | 0.0 | $210k | NEW | 2.2k | 96.48 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $209k | NEW | 8.2k | 25.39 |
|
| O'reilly Automotive (ORLY) | 0.0 | $209k | NEW | 146.00 | 1432.58 |
|
| Cdw (CDW) | 0.0 | $208k | +7% | 1.3k | 160.26 |
|
| Huntington Ingalls Inds (HII) | 0.0 | $207k | NEW | 1.0k | 204.06 |
|
| Analog Devices (ADI) | 0.0 | $206k | NEW | 1.0k | 201.76 |
|
| Dominion Resources (D) | 0.0 | $206k | -15% | 3.7k | 56.07 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $205k | +2% | 4.1k | 50.21 |
|
| Innovator Etfs Trust Quity Managd Flr (SFLR) | 0.0 | $204k | -24% | 6.5k | 31.39 |
|
| First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) | 0.0 | $203k | -45% | 3.7k | 54.86 |
|
| Innovator Etfs Trust Equity Defined P (ZSEP) | 0.0 | $202k | -29% | 8.1k | 24.93 |
|
| Ansys (ANSS) | 0.0 | $201k | 634.00 | 316.56 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $200k | NEW | 1.1k | 186.29 |
|
| Stellantis SHS (STLA) | 0.0 | $174k | 16k | 11.21 |
|
|
| PIMCO Corporate Income Fund (PCN) | 0.0 | $166k | 12k | 13.65 |
|
|
| Nuveen Municipal Credit Com Sh Ben Int (NZF) | 0.0 | $159k | -24% | 13k | 12.23 |
|
| BlackRock Credit All Inc Trust IV (BTZ) | 0.0 | $150k | 14k | 10.72 |
|
|
| Blackrock Muniyield Insured Fund (MYI) | 0.0 | $113k | -11% | 10k | 10.99 |
|
| Butterfly Network Com Cl A (BFLY) | 0.0 | $37k | 16k | 2.28 |
|
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 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
- Sound View Wealth Advisors Group 2021 Q3 filed Oct. 21, 2021
- Sound View Wealth Advisors Group 2021 Q2 filed July 21, 2021