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, IBDS, NVDA, IBDU, IBDT, and represent 16.29% of Sound View Wealth Advisors Group's stock portfolio.
- Added to shares of these 10 stocks: VGT (+$21M), IBDY (+$12M), IWF (+$8.1M), VUG, CGIC, IBDU, IBDW, IBDV, IBDT, IBDX.
- Started 41 new stock positions in CRS, STLA, LPL, NBIS, WDC, NSA, STM, CCL, TCAI, REET.
- Reduced shares in these 10 stocks: IBDR (-$12M), IBTG (-$6.6M), TSLA, DGRO, Honeywell International, JNJ, AAPL, AVGO, MRVL, CATH.
- Sold out of its positions in ALB, AWK, ANET, BDX, BMRN, Carnival Corporation, CTAS, CLX, COTY, CCI. SDIV, Honeywell International, HII, INTU, LHX, NKE, ORLY, OXY, NOW, UPS, ZBH, TTE, ESLT.
- Sound View Wealth Advisors Group was a net buyer of stock by $37M.
- Sound View Wealth Advisors Group has $1.6B in assets under management (AUM), dropping by 9.58%.
- Central Index Key (CIK): 0001784777
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Portfolio Holdings for Sound View Wealth Advisors Group
Sound View Wealth Advisors Group holds 440 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.8 | $78M | 270k | 289.36 |
|
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| Ishares Tr Ibonds 27 Etf (IBDS) | 3.2 | $52M | +4% | 2.2M | 24.22 |
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| NVIDIA Corporation (NVDA) | 2.9 | $46M | 231k | 200.09 |
|
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| Ishares Tr Ibonds Dec 29 (IBDU) | 2.7 | $44M | +7% | 1.9M | 23.16 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 2.6 | $42M | +6% | 1.7M | 25.25 |
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 2.5 | $41M | +7% | 1.9M | 21.80 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 2.2 | $36M | -25% | 1.5M | 24.23 |
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| Microsoft Corporation (MSFT) | 2.2 | $35M | 94k | 373.02 |
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| First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR) | 2.0 | $32M | 883k | 36.53 |
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| Ishares Tr Ibonds Dec 2031 (IBDW) | 1.7 | $28M | +11% | 1.3M | 20.84 |
|
| Eli Lilly & Co. (LLY) | 1.7 | $27M | 22k | 1199.44 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.6 | $27M | 39k | 686.82 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.6 | $27M | 900k | 29.43 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.6 | $26M | 70k | 370.04 |
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|
| Ishares Tr Ibonds Dec 2032 (IBDX) | 1.6 | $25M | +11% | 1.0M | 25.19 |
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| Vanguard World Inf Tech Etf (VGT) | 1.5 | $24M | +685% | 197k | 119.52 |
|
| Amazon (AMZN) | 1.3 | $21M | 89k | 238.34 |
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| JPMorgan Chase & Co. (JPM) | 1.3 | $21M | 63k | 327.33 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $21M | 28k | 736.41 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $20M | 57k | 353.33 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.2 | $20M | -4% | 83k | 236.62 |
|
| Broadcom (AVGO) | 1.2 | $19M | -6% | 51k | 377.75 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $18M | 49k | 357.37 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 1.1 | $18M | 194k | 90.10 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 1.1 | $17M | 90k | 190.52 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.0 | $16M | 517k | 31.71 |
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| Johnson & Johnson (JNJ) | 1.0 | $16M | -9% | 62k | 253.97 |
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| Capital Group International SHS (CGIC) | 1.0 | $16M | +28% | 426k | 36.39 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.9 | $15M | 20k | 746.75 |
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| Abbvie (ABBV) | 0.9 | $15M | +10% | 59k | 251.64 |
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| Bristol Myers Squibb (BMY) | 0.8 | $13M | -4% | 233k | 57.62 |
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| Home Depot (HD) | 0.8 | $13M | +5% | 37k | 352.68 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.8 | $13M | 25k | 522.40 |
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| Ishares Tr Ibonds Dec 2033 (IBDY) | 0.8 | $13M | +1218% | 491k | 25.75 |
|
| Tesla Motors (TSLA) | 0.8 | $13M | -14% | 30k | 420.60 |
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| Procter & Gamble Company (PG) | 0.7 | $12M | +4% | 82k | 146.64 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $11M | +306% | 86k | 124.17 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.7 | $11M | -3% | 11k | 964.99 |
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| Wal-Mart Stores (WMT) | 0.7 | $11M | -3% | 93k | 113.26 |
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| Caterpillar (CAT) | 0.6 | $10M | 9.7k | 1064.90 |
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| Amgen (AMGN) | 0.6 | $9.8M | -7% | 27k | 362.12 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $9.4M | 60k | 158.03 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $9.3M | 19k | 500.39 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.6 | $9.0M | -16% | 118k | 75.79 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.6 | $8.9M | +3% | 322k | 27.70 |
|
| Enterprise Products Partners (EPD) | 0.6 | $8.9M | 242k | 36.76 |
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| Micron Technology (MU) | 0.5 | $8.8M | -8% | 7.7k | 1154.31 |
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| International Business Machines (IBM) | 0.5 | $8.7M | 31k | 281.21 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $8.7M | -5% | 63k | 136.72 |
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| Global X Fds S&p 500 Catholic (CATH) | 0.5 | $8.6M | -11% | 97k | 88.50 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $8.4M | 44k | 189.73 |
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| Lam Research Corp Com New (LRCX) | 0.5 | $8.3M | -4% | 19k | 433.33 |
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| Southern Company (SO) | 0.5 | $8.3M | -3% | 87k | 95.71 |
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| Coca-Cola Company (KO) | 0.5 | $8.1M | -4% | 100k | 81.27 |
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| Merck & Co (MRK) | 0.5 | $8.0M | -3% | 62k | 128.50 |
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| Visa Com Cl A (V) | 0.4 | $7.2M | 21k | 343.09 |
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| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.4 | $7.2M | +2% | 158k | 45.34 |
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| Philip Morris International (PM) | 0.4 | $7.1M | -2% | 39k | 180.91 |
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| Meta Platforms Cl A (META) | 0.4 | $7.1M | 13k | 563.27 |
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| AFLAC Incorporated (AFL) | 0.4 | $7.0M | 60k | 117.25 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $6.4M | 18k | 368.38 |
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| Fifth Third Ban (FITB) | 0.4 | $6.4M | 114k | 56.37 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $6.3M | 57k | 110.32 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $6.3M | 85k | 73.41 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $6.2M | 15k | 409.50 |
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| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.4 | $6.1M | +3% | 73k | 83.07 |
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| Vanguard Index Fds Value Etf (VTV) | 0.4 | $5.9M | 27k | 217.93 |
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| Chevron Corporation (CVX) | 0.4 | $5.7M | -3% | 34k | 165.76 |
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| Ishares Tr Ibonds Dec 26 (IBMO) | 0.3 | $5.5M | -5% | 215k | 25.64 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $5.5M | 5.9k | 935.54 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $5.4M | -11% | 18k | 298.07 |
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| Cisco Systems (CSCO) | 0.3 | $5.3M | 46k | 117.46 |
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| McDonald's Corporation (MCD) | 0.3 | $5.3M | -11% | 20k | 270.31 |
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| Pepsi (PEP) | 0.3 | $5.3M | -7% | 39k | 135.40 |
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| Advanced Micro Devices (AMD) | 0.3 | $5.1M | +9% | 8.7k | 580.91 |
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| Ishares Tr Ibonds Dec 27 (IBMP) | 0.3 | $5.0M | 198k | 25.42 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.3 | $5.0M | 32k | 158.66 |
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| Emerson Electric (EMR) | 0.3 | $5.0M | -11% | 35k | 143.15 |
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| Altria (MO) | 0.3 | $5.0M | 69k | 71.95 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $4.8M | +5% | 48k | 98.98 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $4.6M | -4% | 48k | 96.58 |
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| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.3 | $4.6M | -59% | 202k | 22.89 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $4.6M | +498% | 53k | 86.14 |
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| General Dynamics Corporation (GD) | 0.3 | $4.5M | 13k | 354.24 |
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| Intel Corporation (INTC) | 0.3 | $4.4M | 32k | 139.63 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $4.4M | 15k | 300.44 |
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| Astrazeneca Ord (AZN) | 0.3 | $4.3M | 23k | 189.62 |
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| Abbott Laboratories (ABT) | 0.3 | $4.3M | +110% | 47k | 90.74 |
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| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.3 | $4.2M | +2% | 165k | 25.58 |
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| Consolidated Edison (ED) | 0.3 | $4.1M | 37k | 110.63 |
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| Palo Alto Networks (PANW) | 0.3 | $4.1M | 12k | 341.02 |
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| American Express Company (AXP) | 0.3 | $4.1M | -7% | 12k | 338.25 |
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| Progressive Corporation (PGR) | 0.2 | $4.0M | +2% | 18k | 218.45 |
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| Qualcomm (QCOM) | 0.2 | $4.0M | -3% | 22k | 184.79 |
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| Vanguard World Health Car Etf (VHT) | 0.2 | $4.0M | 13k | 299.01 |
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| Bank of America Corporation (BAC) | 0.2 | $3.9M | 69k | 56.98 |
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| Applied Materials (AMAT) | 0.2 | $3.7M | +3% | 5.1k | 722.95 |
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| Welltower Inc Com reit (WELL) | 0.2 | $3.7M | 16k | 226.97 |
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| TJX Companies (TJX) | 0.2 | $3.7M | 24k | 151.50 |
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| Williams Companies (WMB) | 0.2 | $3.6M | 48k | 74.34 |
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| Kinder Morgan (KMI) | 0.2 | $3.5M | -14% | 109k | 31.97 |
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| Automatic Data Processing (ADP) | 0.2 | $3.4M | +67% | 15k | 223.94 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.2 | $3.4M | 37k | 93.38 |
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| Marvell Technology (MRVL) | 0.2 | $3.4M | -29% | 12k | 297.89 |
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| Oracle Corporation (ORCL) | 0.2 | $3.4M | 23k | 146.55 |
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| Gilead Sciences (GILD) | 0.2 | $3.4M | -7% | 27k | 126.34 |
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| W.R. Berkley Corporation (WRB) | 0.2 | $3.3M | 47k | 70.53 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $3.3M | 4.4k | 748.91 |
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| Vertiv Holdings Com Cl A (VRT) | 0.2 | $3.2M | 9.5k | 334.82 |
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| Stryker Corporation (SYK) | 0.2 | $3.2M | +2% | 10k | 314.84 |
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| Nextera Energy (NEE) | 0.2 | $3.1M | -21% | 36k | 87.77 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $2.9M | +302% | 36k | 80.57 |
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| Digital Realty Trust (DLR) | 0.2 | $2.9M | -7% | 16k | 179.58 |
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| American Electric Power Company (AEP) | 0.2 | $2.9M | -5% | 21k | 136.81 |
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| Wells Fargo & Company (WFC) | 0.2 | $2.8M | 34k | 82.64 |
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| Waste Connections (WCN) | 0.2 | $2.8M | 17k | 166.69 |
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| Xcel Energy (XEL) | 0.2 | $2.6M | -5% | 33k | 80.30 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $2.6M | +5% | 24k | 109.77 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $2.5M | -7% | 20k | 126.58 |
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| Deere & Company (DE) | 0.2 | $2.5M | 4.0k | 634.33 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $2.5M | 29k | 87.04 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.2 | $2.4M | +495% | 29k | 82.62 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $2.4M | 46k | 52.41 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $2.4M | -8% | 4.7k | 501.32 |
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| DNP Select Income Fund (DNP) | 0.1 | $2.4M | 218k | 10.79 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $2.3M | 12k | 197.59 |
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| Lowe's Companies (LOW) | 0.1 | $2.3M | -10% | 11k | 220.50 |
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| Illinois Tool Works (ITW) | 0.1 | $2.3M | -5% | 8.4k | 270.47 |
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| Medtronic SHS (MDT) | 0.1 | $2.2M | -19% | 28k | 78.23 |
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| Hca Holdings (HCA) | 0.1 | $2.2M | 5.6k | 389.92 |
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| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.1 | $2.2M | +44% | 16k | 133.25 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $2.1M | 28k | 75.51 |
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| UnitedHealth (UNH) | 0.1 | $2.1M | +6% | 5.0k | 415.66 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $2.1M | +83% | 37k | 56.16 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $2.1M | +7% | 4.2k | 496.70 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $2.0M | -22% | 38k | 53.47 |
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| Kla Corp Com New (KLAC) | 0.1 | $2.0M | +816% | 6.7k | 301.71 |
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| Zillow Group Cl C Cap Stk (Z) | 0.1 | $2.0M | 63k | 31.52 |
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| Ishares Tr Ibonds Dec 2029 (IBMR) | 0.1 | $2.0M | 78k | 25.39 |
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| Equinix (EQIX) | 0.1 | $1.9M | -2% | 1.8k | 1042.56 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.9M | 7.9k | 242.42 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $1.9M | +3% | 3.9k | 477.57 |
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| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.1 | $1.9M | -12% | 7.8k | 240.97 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $1.8M | -7% | 2.8k | 655.90 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $1.8M | -3% | 38k | 48.25 |
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| Verizon Communications (VZ) | 0.1 | $1.8M | -6% | 43k | 42.34 |
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| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.1 | $1.8M | +3% | 22k | 82.49 |
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| Waste Management (WM) | 0.1 | $1.8M | 7.9k | 222.88 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $1.7M | 55k | 30.49 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $1.6M | -7% | 3.2k | 509.53 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $1.6M | +4% | 2.6k | 623.52 |
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| Goldman Sachs (GS) | 0.1 | $1.6M | 1.6k | 1011.37 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.6M | 9.9k | 156.31 |
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| Comfort Systems USA (FIX) | 0.1 | $1.5M | -4% | 770.00 | 1981.95 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.5M | -3% | 26k | 57.84 |
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| Eaton Corp SHS (ETN) | 0.1 | $1.5M | 3.5k | 426.12 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.5M | 2.00 | 748850.00 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.5M | 4.0k | 373.77 |
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| Innovator Etfs Trust Laderd Alctn Pwr (BUFF) | 0.1 | $1.5M | 28k | 52.68 |
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| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.1 | $1.4M | 27k | 53.19 |
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| Blackrock (BLK) | 0.1 | $1.4M | +6% | 1.4k | 961.90 |
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| Vanguard World Consum Dis Etf (VCR) | 0.1 | $1.4M | 3.4k | 396.64 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $1.4M | -3% | 681.00 | 1989.44 |
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| Norfolk Southern (NSC) | 0.1 | $1.4M | -10% | 4.3k | 314.61 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $1.4M | -19% | 4.8k | 281.02 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.3M | 22k | 59.69 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $1.3M | -4% | 21k | 62.89 |
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| Corning Incorporated (GLW) | 0.1 | $1.3M | -18% | 5.0k | 255.43 |
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| RBB Motley Fol Etf (TMFC) | 0.1 | $1.3M | -8% | 17k | 76.16 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $1.3M | 13k | 94.57 |
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| Zillow Group Cl A (ZG) | 0.1 | $1.2M | 39k | 31.37 |
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| Ge Vernova (GEV) | 0.1 | $1.2M | +3% | 1.0k | 1174.30 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.2M | 17k | 71.25 |
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| CSX Corporation (CSX) | 0.1 | $1.2M | -2% | 26k | 47.53 |
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| Workday Cl A (WDAY) | 0.1 | $1.2M | +2% | 9.9k | 122.42 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.2M | 5.8k | 209.04 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $1.2M | 7.3k | 164.60 |
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| Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO) | 0.1 | $1.2M | +43% | 26k | 45.75 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.2M | -39% | 8.4k | 137.53 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.1M | -6% | 7.6k | 148.32 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $1.1M | 7.4k | 146.41 |
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| Neurocrine Biosciences (NBIX) | 0.1 | $1.1M | +17% | 6.4k | 168.53 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (POCT) | 0.1 | $1.1M | -2% | 23k | 46.41 |
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| Ishares Tr Ibonds Dec 2030 (IBMS) | 0.1 | $1.1M | 41k | 25.87 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $1.1M | 5.6k | 190.18 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $1.1M | 1.4k | 763.14 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.1M | +293% | 8.5k | 124.44 |
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| Public Service Enterprise (PEG) | 0.1 | $1.0M | -2% | 13k | 81.16 |
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| salesforce (CRM) | 0.1 | $1.0M | +16% | 6.7k | 156.67 |
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| Union Pacific Corporation (UNP) | 0.1 | $1.0M | 3.8k | 272.00 |
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| General Mills (GIS) | 0.1 | $1.0M | -19% | 29k | 34.80 |
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| Walt Disney Company (DIS) | 0.1 | $1.0M | -13% | 10k | 96.25 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $1000k | 6.1k | 163.58 |
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| First Tr Exchange-traded SHS (FDL) | 0.1 | $995k | +7% | 21k | 48.66 |
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| Ishares Tr Msci Usa Min Etf (USMV) | 0.1 | $992k | 10k | 96.46 |
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| Citigroup Com New (C) | 0.1 | $991k | -10% | 7.1k | 139.97 |
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| Park National Corporation (PRK) | 0.1 | $987k | 5.4k | 182.99 |
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| Ishares Tr Expanded Tech (IGV) | 0.1 | $974k | +198% | 11k | 90.60 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $972k | 2.4k | 397.68 |
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| Danaher Corporation (DHR) | 0.1 | $970k | +38% | 5.1k | 190.48 |
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| Paychex (PAYX) | 0.1 | $957k | -11% | 9.7k | 98.33 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $945k | 17k | 55.01 |
|
|
| Pfizer (PFE) | 0.1 | $943k | -25% | 39k | 24.08 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $938k | +6% | 2.7k | 342.80 |
|
| Netflix (NFLX) | 0.1 | $933k | -11% | 13k | 71.40 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $927k | 2.4k | 393.92 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $923k | 11k | 83.75 |
|
|
| 3M Company (MMM) | 0.1 | $922k | 5.7k | 161.91 |
|
|
| Northrop Grumman Corporation (NOC) | 0.1 | $896k | -7% | 1.8k | 509.22 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $891k | -16% | 14k | 62.20 |
|
| Doordash Cl A (DASH) | 0.1 | $888k | 4.8k | 184.53 |
|
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $877k | 3.1k | 285.58 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $874k | -7% | 7.4k | 117.67 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $858k | 11k | 77.11 |
|
|
| Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA) | 0.1 | $850k | -11% | 13k | 63.95 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $840k | -25% | 7.4k | 114.18 |
|
| PNC Financial Services (PNC) | 0.1 | $840k | 3.4k | 246.22 |
|
|
| Ab Active Etfs Disruptors Etf (FWD) | 0.1 | $836k | NEW | 5.6k | 148.12 |
|
| Blackrock Etf Trust Isha Us Awar Etf (LCTU) | 0.1 | $835k | -2% | 10k | 80.16 |
|
| Us Bancorp Com New (USB) | 0.1 | $831k | +15% | 14k | 60.40 |
|
| Simon Property (SPG) | 0.1 | $826k | -3% | 3.7k | 223.66 |
|
| Equifax (EFX) | 0.1 | $826k | -6% | 5.2k | 158.72 |
|
| Datadog Cl A Com (DDOG) | 0.1 | $825k | -13% | 3.2k | 260.36 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $814k | 9.9k | 82.11 |
|
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.1 | $810k | 6.2k | 130.40 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $805k | +393% | 29k | 27.41 |
|
| Wec Energy Group (WEC) | 0.0 | $792k | -12% | 6.8k | 116.77 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $790k | 7.6k | 103.88 |
|
|
| Global X Fds S&p Ex Us Etf (CEFA) | 0.0 | $789k | +197% | 20k | 39.69 |
|
| Federal Signal Corporation (FSS) | 0.0 | $788k | 6.1k | 128.49 |
|
|
| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 0.0 | $784k | 9.6k | 81.94 |
|
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.0 | $784k | 26k | 30.17 |
|
|
| Honeywell International (HON) | 0.0 | $783k | NEW | 3.5k | 223.90 |
|
| Honeywell Aerospace (HONA) | 0.0 | $773k | NEW | 3.5k | 221.08 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $772k | 2.1k | 370.59 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $761k | 7.1k | 107.62 |
|
|
| Moody's Corporation (MCO) | 0.0 | $752k | 1.7k | 452.92 |
|
|
| Curtiss-Wright (CW) | 0.0 | $750k | 990.00 | 757.76 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $742k | 3.4k | 221.21 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $741k | -12% | 8.1k | 91.68 |
|
| Travelers Companies (TRV) | 0.0 | $734k | 2.2k | 330.12 |
|
|
| Ferrari Nv Ord (RACE) | 0.0 | $731k | 2.0k | 372.29 |
|
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $724k | 14k | 53.11 |
|
|
| Linde SHS (LIN) | 0.0 | $717k | 1.4k | 518.94 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $710k | -19% | 37k | 19.12 |
|
| Chubb (CB) | 0.0 | $705k | +2% | 2.1k | 340.76 |
|
| Carrier Global Corporation (CARR) | 0.0 | $682k | -2% | 9.3k | 73.35 |
|
| Global Payments (GPN) | 0.0 | $674k | 9.3k | 72.56 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $672k | -14% | 1.3k | 513.64 |
|
| Zoetis Cl A (ZTS) | 0.0 | $669k | 9.3k | 71.86 |
|
|
| Byrna Technologies Com New (BYRN) | 0.0 | $659k | -4% | 98k | 6.71 |
|
| Teradyne (TER) | 0.0 | $656k | 1.4k | 483.82 |
|
|
| ConocoPhillips (COP) | 0.0 | $648k | -2% | 6.2k | 103.96 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $647k | -12% | 13k | 49.82 |
|
| Hershey Company (HSY) | 0.0 | $644k | -9% | 3.7k | 175.43 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $636k | -5% | 26k | 24.55 |
|
| Aon Shs Cl A (AON) | 0.0 | $635k | +2% | 1.9k | 331.69 |
|
| Realty Income (O) | 0.0 | $605k | +14% | 9.8k | 61.96 |
|
| Ishares Msci Sth Kor Etf (EWY) | 0.0 | $601k | 3.0k | 201.90 |
|
|
| Cummins (CMI) | 0.0 | $593k | -10% | 831.00 | 713.21 |
|
| Air Products & Chemicals (APD) | 0.0 | $592k | -25% | 2.0k | 293.25 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $589k | NEW | 14k | 41.43 |
|
| Ishares Tr Usd Grn Bond Etf (BGRN) | 0.0 | $587k | -3% | 12k | 47.47 |
|
| Dell Technologies CL C (DELL) | 0.0 | $576k | 1.3k | 431.46 |
|
|
| Krystal Biotech (KRYS) | 0.0 | $565k | -4% | 1.5k | 371.67 |
|
| Reaves Util Income Com Sh Ben Int (UTG) | 0.0 | $560k | 14k | 40.72 |
|
|
| Capital One Financial (COF) | 0.0 | $558k | -15% | 2.8k | 200.64 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $556k | 9.0k | 61.76 |
|
|
| SLB Com Stk (SLB) | 0.0 | $552k | -20% | 12k | 46.49 |
|
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.0 | $552k | -2% | 7.9k | 69.45 |
|
| Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) | 0.0 | $552k | +68% | 9.5k | 58.00 |
|
| Smucker J M Com New (SJM) | 0.0 | $547k | +36% | 4.9k | 112.50 |
|
| Ishares Tr Esg Optimized (SUSA) | 0.0 | $545k | 3.5k | 154.31 |
|
|
| Canadian Pacific Kansas City (CP) | 0.0 | $544k | -2% | 6.3k | 86.65 |
|
| Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.0 | $538k | +17% | 13k | 42.20 |
|
| Target Corporation (TGT) | 0.0 | $535k | -2% | 4.1k | 130.61 |
|
| Lincoln National Corporation (LNC) | 0.0 | $529k | +16% | 15k | 35.35 |
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $521k | 3.6k | 144.61 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $520k | -34% | 16k | 33.29 |
|
| PPL Corporation (PPL) | 0.0 | $512k | 14k | 36.35 |
|
|
| Woodward Governor Company (WWD) | 0.0 | $506k | -20% | 1.2k | 425.44 |
|
| Sun Life Financial (SLF) | 0.0 | $505k | 6.4k | 78.42 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $505k | 5.9k | 85.49 |
|
|
| Proshares Tr S&p Tech Dividen (TDV) | 0.0 | $501k | 4.8k | 103.97 |
|
|
| Tema Etf Trust Space Innov Etf (NASA) | 0.0 | $501k | NEW | 17k | 30.38 |
|
| Targa Res Corp (TRGP) | 0.0 | $499k | 1.9k | 268.14 |
|
|
| Siriusxm Holdings Common Stock (SIRI) | 0.0 | $493k | 17k | 29.54 |
|
|
| FedEx Corporation (FDX) | 0.0 | $490k | -6% | 1.6k | 313.18 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $485k | 6.1k | 79.42 |
|
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.0 | $484k | 9.0k | 53.61 |
|
|
| U.S. Lime & Minerals (USLM) | 0.0 | $482k | +2% | 4.6k | 104.67 |
|
| TPG Com Cl A (TPG) | 0.0 | $479k | 12k | 40.55 |
|
|
| Darden Restaurants (DRI) | 0.0 | $476k | 2.3k | 206.01 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.0 | $472k | 10k | 46.05 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $463k | +9% | 5.1k | 90.46 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $461k | -3% | 9.7k | 47.41 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.0 | $456k | +9% | 9.2k | 49.55 |
|
| Vanguard World Energy Etf (VDE) | 0.0 | $454k | +7% | 3.0k | 150.15 |
|
| MetLife (MET) | 0.0 | $449k | 5.3k | 84.61 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 0.0 | $444k | -3% | 9.7k | 45.64 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $443k | 2.8k | 156.72 |
|
|
| Hasbro (HAS) | 0.0 | $442k | +2% | 5.4k | 82.59 |
|
| At&t (T) | 0.0 | $442k | -10% | 21k | 20.70 |
|
| Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.0 | $437k | -3% | 20k | 22.14 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $436k | 1.2k | 365.70 |
|
|
| Oneok (OKE) | 0.0 | $429k | 4.9k | 86.94 |
|
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $427k | 3.5k | 121.43 |
|
|
| Cme (CME) | 0.0 | $422k | -21% | 1.9k | 220.82 |
|
| AutoZone (AZO) | 0.0 | $419k | 131.00 | 3195.94 |
|
|
| Phillips 66 (PSX) | 0.0 | $417k | -2% | 2.5k | 169.05 |
|
| Allstate Corporation (ALL) | 0.0 | $411k | -4% | 1.7k | 237.94 |
|
| Argenx Se Sponsored Adr (ARGX) | 0.0 | $410k | +40% | 442.00 | 927.77 |
|
| Rhythm Pharmaceuticals (RYTM) | 0.0 | $409k | NEW | 3.7k | 111.03 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $408k | 2.5k | 164.27 |
|
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.0 | $400k | +6% | 3.5k | 112.88 |
|
| SYSCO Corporation (SYY) | 0.0 | $398k | 4.8k | 83.59 |
|
|
| Iqvia Holdings (IQV) | 0.0 | $394k | +46% | 2.0k | 193.22 |
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.0 | $391k | 5.2k | 75.25 |
|
|
| Iridium Communications (IRDM) | 0.0 | $390k | NEW | 7.1k | 54.85 |
|
| Valero Energy Corporation (VLO) | 0.0 | $389k | 1.5k | 260.42 |
|
|
| Republic Services (RSG) | 0.0 | $384k | -8% | 1.8k | 213.08 |
|
| Humana (HUM) | 0.0 | $379k | NEW | 953.00 | 397.22 |
|
| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.0 | $374k | 4.9k | 75.77 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $372k | +13% | 3.6k | 103.44 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $372k | 2.3k | 163.69 |
|
|
| Cardinal Health (CAH) | 0.0 | $366k | -13% | 1.5k | 237.56 |
|
| Ishares Tr Esg Msci Kld Etf (DSI) | 0.0 | $365k | -4% | 2.6k | 142.38 |
|
| Series Portfolios Tr Adaptiv Select (ADPV) | 0.0 | $364k | +16% | 7.5k | 48.32 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $361k | -28% | 2.5k | 144.48 |
|
| M&T Bank Corporation (MTB) | 0.0 | $361k | 1.5k | 238.01 |
|
|
| Cigna Corp (CI) | 0.0 | $358k | 1.3k | 275.69 |
|
|
| Western Digital (WDC) | 0.0 | $351k | NEW | 550.00 | 638.72 |
|
| Vulcan Materials Company (VMC) | 0.0 | $350k | 1.2k | 295.01 |
|
|
| Snowflake Com Shs (SNOW) | 0.0 | $347k | 1.4k | 254.50 |
|
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.0 | $346k | 3.2k | 107.13 |
|
|
| Principal Financial (PFG) | 0.0 | $343k | 3.2k | 107.78 |
|
|
| Applovin Corp Com Cl A (APP) | 0.0 | $342k | +19% | 663.00 | 515.23 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $340k | -2% | 2.6k | 132.24 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $337k | 4.1k | 82.83 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $336k | 4.2k | 79.03 |
|
|
| Analog Devices (ADI) | 0.0 | $335k | 843.00 | 396.96 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $334k | -7% | 3.6k | 92.28 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $332k | 1.3k | 255.67 |
|
|
| Ishares Tr Broad Usd High (USHY) | 0.0 | $329k | NEW | 8.9k | 37.02 |
|
| Boeing Company (BA) | 0.0 | $328k | +19% | 1.5k | 216.48 |
|
| Howmet Aerospace (HWM) | 0.0 | $325k | -3% | 1.2k | 268.86 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $325k | +20% | 2.8k | 116.67 |
|
| Agnico (AEM) | 0.0 | $324k | 2.1k | 155.13 |
|
|
| Innovator Etfs Trust International Dv (IOCT) | 0.0 | $323k | 8.7k | 36.99 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.0 | $317k | 6.9k | 45.89 |
|
|
| Carnival Corp Common Shares (CCL) | 0.0 | $316k | NEW | 11k | 28.57 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $312k | 1.0k | 303.07 |
|
|
| Msa Safety Inc equity (MSA) | 0.0 | $305k | 1.7k | 174.58 |
|
|
| Anthem (ELV) | 0.0 | $302k | -22% | 781.00 | 386.96 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $300k | -38% | 2.9k | 103.96 |
|
| Unilever Spon Adr New (UL) | 0.0 | $299k | -15% | 5.0k | 60.12 |
|
| Diageo Spon Adr New (DEO) | 0.0 | $297k | -40% | 3.7k | 80.38 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $297k | NEW | 1.7k | 170.83 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $296k | 1.4k | 212.83 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $295k | -6% | 1.2k | 242.43 |
|
| McKesson Corporation (MCK) | 0.0 | $295k | -16% | 390.00 | 755.60 |
|
| Carpenter Technology Corporation (CRS) | 0.0 | $294k | NEW | 477.00 | 616.84 |
|
| Dt Midstream Common Stock (DTM) | 0.0 | $292k | +11% | 2.0k | 146.74 |
|
| Watsco, Incorporated (WSO) | 0.0 | $291k | 698.00 | 416.73 |
|
|
| Astera Labs (ALAB) | 0.0 | $291k | NEW | 602.00 | 483.02 |
|
| Genuine Parts Company (GPC) | 0.0 | $289k | -11% | 2.5k | 117.98 |
|
| Cadence Design Systems (CDNS) | 0.0 | $289k | 769.00 | 375.32 |
|
|
| Ford Motor Company (F) | 0.0 | $286k | -34% | 21k | 13.90 |
|
| Capital Group Dividend Value Shs Creat Unit (CGDV) | 0.0 | $284k | 5.8k | 49.28 |
|
|
| Yum! Brands (YUM) | 0.0 | $282k | -22% | 1.8k | 159.86 |
|
| Technipfmc (FTI) | 0.0 | $281k | 4.2k | 66.30 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $281k | NEW | 438.00 | 641.23 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $280k | 5.7k | 49.41 |
|
|
| Aeva Technologies Com New (AEVA) | 0.0 | $278k | NEW | 9.7k | 28.72 |
|
| Acuity Brands (AYI) | 0.0 | $277k | 735.00 | 376.66 |
|
|
| FormFactor (FORM) | 0.0 | $275k | NEW | 1.7k | 159.93 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $274k | 1.1k | 242.99 |
|
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $273k | -11% | 15k | 17.73 |
|
| Northern Trust Corporation (NTRS) | 0.0 | $271k | 1.6k | 173.84 |
|
|
| Sempra Energy (SRE) | 0.0 | $270k | 2.9k | 92.71 |
|
|
| Pinnacle Finl Partners (PNFP) | 0.0 | $270k | 2.7k | 100.88 |
|
|
| CRH Ord (CRH) | 0.0 | $268k | -10% | 2.5k | 107.00 |
|
| Innovator Etfs Trust Grwt100 Pwr Buf (NOCT) | 0.0 | $265k | 4.2k | 62.52 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $264k | 3.2k | 82.35 |
|
|
| Federated Hermes CL B (FHI) | 0.0 | $263k | 4.8k | 55.22 |
|
|
| Ishares Tr Global Reit Etf (REET) | 0.0 | $260k | NEW | 9.4k | 27.62 |
|
| Nebius Group Shs Class A (NBIS) | 0.0 | $259k | NEW | 937.00 | 276.17 |
|
| Tractor Supply Company (TSCO) | 0.0 | $258k | -9% | 8.2k | 31.61 |
|
| Equity Residential Sh Ben Int (EQR) | 0.0 | $253k | 3.7k | 67.93 |
|
|
| American Tower Reit (AMT) | 0.0 | $252k | -4% | 1.5k | 163.58 |
|
| Alliant Energy Corporation (LNT) | 0.0 | $251k | -14% | 3.3k | 76.28 |
|
| Citizens Financial (CFG) | 0.0 | $249k | -2% | 3.6k | 70.07 |
|
| Intercontinental Exchange (ICE) | 0.0 | $247k | -18% | 2.0k | 123.11 |
|
| Kenvue (KVUE) | 0.0 | $247k | NEW | 13k | 19.11 |
|
| Southern Copper Corporation (SCCO) | 0.0 | $246k | -12% | 1.4k | 174.26 |
|
| Booking Holdings (BKNG) | 0.0 | $246k | +2405% | 1.4k | 178.24 |
|
| Fidelity Covington Trust Fun Lar Cor Etf (FFLC) | 0.0 | $245k | NEW | 4.2k | 58.91 |
|
| Innovator Etfs Trust Equi Defi Sept (ZSEP) | 0.0 | $245k | -4% | 8.9k | 27.56 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $244k | 2.0k | 121.44 |
|
|
| Enbridge (ENB) | 0.0 | $243k | -3% | 4.5k | 54.21 |
|
| Quanta Services (PWR) | 0.0 | $242k | NEW | 336.00 | 720.04 |
|
| First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) | 0.0 | $240k | NEW | 3.2k | 75.88 |
|
| Spdr Series Trust St Str Sp Aero (XAR) | 0.0 | $239k | -19% | 843.00 | 283.77 |
|
| Uber Technologies (UBER) | 0.0 | $234k | -11% | 3.2k | 72.16 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $232k | NEW | 921.00 | 252.23 |
|
| D.R. Horton (DHI) | 0.0 | $229k | -4% | 1.4k | 162.89 |
|
| Celestica (CLS) | 0.0 | $226k | NEW | 620.00 | 364.80 |
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $226k | NEW | 2.2k | 104.93 |
|
| Aptar (ATR) | 0.0 | $226k | 1.8k | 125.20 |
|
|
| Tortoise Capital Series Trus Ai Infra Etf (TCAI) | 0.0 | $225k | NEW | 4.0k | 55.92 |
|
| Fortinet (FTNT) | 0.0 | $224k | NEW | 1.5k | 153.62 |
|
| Innovator Etfs Trust Quity Managd Flr (SFLR) | 0.0 | $219k | -4% | 5.7k | 38.58 |
|
| Global X Fds Defense Tech Etf (SHLD) | 0.0 | $219k | -45% | 3.7k | 59.71 |
|
| Main Street Capital Corporation (MAIN) | 0.0 | $218k | -2% | 4.2k | 51.88 |
|
| Constellation Energy (CEG) | 0.0 | $218k | -15% | 876.00 | 248.39 |
|
| Stmicroelectronics N V Ny Registry (STM) | 0.0 | $218k | NEW | 2.9k | 74.89 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $215k | -4% | 3.0k | 71.60 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $214k | NEW | 3.5k | 61.46 |
|
| Flex Ord (FLEX) | 0.0 | $214k | NEW | 1.3k | 162.07 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $212k | NEW | 933.00 | 227.12 |
|
| Rocket Lab Corp (RKLB) | 0.0 | $211k | NEW | 2.1k | 101.65 |
|
| Ishares Tr North Amern Nat (IGE) | 0.0 | $211k | 3.8k | 56.18 |
|
|
| Sap Se Spon Adr (SAP) | 0.0 | $211k | NEW | 1.4k | 154.11 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $207k | 919.00 | 225.59 |
|
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $207k | NEW | 2.7k | 77.25 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $207k | NEW | 2.5k | 82.33 |
|
| National Storage Affiliates Com Shs Ben In (NSA) | 0.0 | $206k | NEW | 4.6k | 44.47 |
|
| Nucor Corporation (NUE) | 0.0 | $205k | NEW | 918.00 | 222.75 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $202k | -4% | 1.5k | 136.95 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $199k | -7% | 11k | 17.88 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $198k | 11k | 18.53 |
|
|
| Nuveen Mun Cr Income Com Sh Ben Int (NZF) | 0.0 | $158k | 13k | 12.68 |
|
|
| PIMCO Corporate Income Fund (PCN) | 0.0 | $145k | 12k | 11.95 |
|
|
| Butterfly Network Com Cl A (BFLY) | 0.0 | $135k | 16k | 8.42 |
|
|
| Prairie Oper (PROP) | 0.0 | $125k | +206% | 173k | 0.72 |
|
| BlackRock Credit All Inc Trust IV (BTZ) | 0.0 | $106k | 10k | 10.22 |
|
|
| Pony Ai Sponsored Ads (PONY) | 0.0 | $89k | NEW | 13k | 6.95 |
|
| Lg Display Spons Adr Rep (LPL) | 0.0 | $73k | NEW | 19k | 3.89 |
|
| Stellantis SHS (STLA) | 0.0 | $67k | NEW | 12k | 5.74 |
|
| Calcimedica Com New (CALC) | 0.0 | $10k | 10k | 1.03 |
|
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 2026 Q2 filed Aug. 11, 2026
- Sound View Wealth Advisors Group 2026 Q1 filed May 6, 2026
- Sound View Wealth Advisors Group 2025 Q4 filed Jan. 8, 2026
- 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