Sound-View-Wealth-Advisors-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 406
Total Value: 1209776288
Accession Number: 0001765380-25-000197
Form Type: 13F-HR
CIK: sound-view-wealth-advisors-group
Manager Name: Sound-View-Wealth-Advisors-Group

Data Enrichment

82% identified

333 identified73 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

406 positions • $1.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 21

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Apple Inc.

AAPL|037833100

Shares:287.9K

Value:$64.0M

% of Portfolio:5.3% ($64.0M/$1.2B)

46434VBD1

Shares:2.1M

Value:$52.4M

% of Portfolio:4.3% ($52.4M/$1.2B)

MICROSOFT CORP

MSFT|594918104

Shares:91.7K

Value:$34.4M

% of Portfolio:2.8% ($34.4M/$1.2B)

46435GAA0

Shares:1.4M

Value:$34.1M

% of Portfolio:2.8% ($34.1M/$1.2B)

46435UAA9

Shares:1.2M

Value:$28.0M

% of Portfolio:2.3% ($28.0M/$1.2B)

NVIDIA CORP

NVDA|67066G104

Shares:231.6K

Value:$25.1M

% of Portfolio:2.1% ($25.1M/$1.2B)

33740F755

Shares:822.8K

Value:$24.4M

% of Portfolio:2.0% ($24.4M/$1.2B)

ELI LILLY & Co

LLY|532457108

Shares:29.2K

Value:$24.1M

% of Portfolio:2.0% ($24.1M/$1.2B)

46435U515

Shares:952.1K

Value:$24.1M

% of Portfolio:2.0% ($24.1M/$1.2B)

808524201

SCHX|808524201

Shares:956.2K

Value:$21.1M

% of Portfolio:1.7% ($21.1M/$1.2B)

922908363

VOO|922908363

Shares:38.9K

Value:$20.0M

% of Portfolio:1.7% ($20.0M/$1.2B)

922908769

VTI|922908769

Shares:71.0K

Value:$19.5M

% of Portfolio:1.6% ($19.5M/$1.2B)

46436E205

Shares:817.2K

Value:$18.9M

% of Portfolio:1.6% ($18.9M/$1.2B)

921908844

VIG|921908844

Shares:91.6K

Value:$17.8M

% of Portfolio:1.5% ($17.8M/$1.2B)

AMAZON COM INC

AMZN|023135106

Shares:87.4K

Value:$16.6M

% of Portfolio:1.4% ($16.6M/$1.2B)

46436E726

Shares:757.6K

Value:$16.5M

% of Portfolio:1.4% ($16.5M/$1.2B)

46436E486

Shares:770.5K

Value:$16.0M

% of Portfolio:1.3% ($16.0M/$1.2B)

808524797

SCHD|808524797

Shares:547.5K

Value:$15.3M

% of Portfolio:1.3% ($15.3M/$1.2B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:62.3K

Value:$15.3M

% of Portfolio:1.3% ($15.3M/$1.2B)

PROCTER & GAMBLE Co

PG|742718109

Shares:84.8K

Value:$14.4M

% of Portfolio:1.2% ($14.4M/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	287.9K	QoQ -6.79% (-21.0K) YoY +21.63% (+51.2K)	All Managers (Combined)	$64.0M	5.3% ($64.0M/$1.2B)	QoQ -17.32% (-$13.4M) YoY +57.56% (+$23.4M)
(cusip46434VBD1)✕	2.1M	QoQ +2.85% (+57.9K) YoY +107.16% (+1.1M)	All Managers (Combined)	$52.4M	4.3% ($52.4M/$1.2B)	QoQ +3.26% (+$1.7M) YoY +110.00% (+$27.4M)
MICROSOFT CORP(MSFTcusip594918104)	91.7K	QoQ +1.58% (-1.4K) YoY +18.46% (+14.3K)	All Managers (Combined)	$34.4M	2.8% ($34.4M/$1.2B)	QoQ -9.53% (-$3.6M) YoY +5.70% (+$1.9M)
(cusip46435GAA0)✕	1.4M	QoQ +7.82% (+102.3K) YoY +60.47% (+531.3K)	All Managers (Combined)	$34.1M	2.8% ($34.1M/$1.2B)	QoQ +8.45% (+$2.7M) YoY +62.90% (+$13.2M)
(cusip46435UAA9)✕	1.2M	QoQ +11.15% (+116.4K) YoY +56.23% (+417.5K)	All Managers (Combined)	$28.0M	2.3% ($28.0M/$1.2B)	QoQ +12.17% (+$3.0M) YoY +58.72% (+$10.4M)
NVIDIA CORP(NVDAcusip67066G104)	231.6K	QoQ +1.45% (-3.3K) YoY +1159.12% (+213.2K)	All Managers (Combined)	$25.1M	2.1% ($25.1M/$1.2B)	QoQ -18.11% (-$5.6M) YoY +51.02% (+$8.5M)
(cusip33740F755)✕	822.8K	QoQ +3.20% (+25.5K) YoY +60.51% (+310.2K)	All Managers (Combined)	$24.4M	2.0% ($24.4M/$1.2B)	QoQ +0.56% (+$136.1K) YoY +70.44% (+$10.1M)
ELI LILLY & Co(LLYcusip532457108)	29.2K	QoQ -0.74% (-220) YoY +8.46% (+2.3K)	All Managers (Combined)	$24.1M	2.0% ($24.1M/$1.2B)	QoQ +6.18% (-$1.4M) YoY +15.14% (+$3.2M)
(cusip46435U515)✕	952.1K	QoQ +10.31% (+89.0K) YoY +56.84% (+345.1K)	All Managers (Combined)	$24.1M	2.0% ($24.1M/$1.2B)	QoQ +11.90% (+$2.6M) YoY +59.08% (+$8.9M)
(SCHXcusip808524201)	956.2K	QoQ -2.04% (-19.9K) YoY +196.81% (+634.0K)	All Managers (Combined)	$21.1M	1.7% ($21.1M/$1.2B)	QoQ -6.68% (-$1.5M) YoY +5.60% (+$1.1M)
(VOOcusip922908363)	38.9K	QoQ -2.04% (-810) YoY +30.85% (+9.2K)	All Managers (Combined)	$20.0M	1.7% ($20.0M/$1.2B)	QoQ -6.56% (-$1.4M) YoY +39.89% (+$5.7M)
(VTIcusip922908769)	71.0K	QoQ -5.86% (-4.4K) YoY +47.21% (+22.8K)	All Managers (Combined)	$19.5M	1.6% ($19.5M/$1.2B)	QoQ -10.72% (-$2.3M) YoY +55.68% (+$7.0M)
(cusip46436E205)✕	817.2K	QoQ +13.98% (+100.3K) YoY +87.18% (+380.6K)	All Managers (Combined)	$18.9M	1.6% ($18.9M/$1.2B)	QoQ +15.63% (+$2.6M) YoY +89.72% (+$8.9M)
(VIGcusip921908844)	91.6K	QoQ -1.55% (-1.4K) YoY +6.92% (+5.9K)	All Managers (Combined)	$17.8M	1.5% ($17.8M/$1.2B)	QoQ -2.48% (-$452.1K) YoY +13.58% (+$2.1M)
AMAZON COM INC(AMZNcusip023135106)	87.4K	QoQ +1.00% (-866) YoY +21.89% (+15.7K)	All Managers (Combined)	$16.6M	1.4% ($16.6M/$1.2B)	QoQ -12.41% (-$2.4M) YoY +28.57% (+$3.7M)
(cusip46436E726)✕	757.6K	QoQ +10.18% (+70.1K) YoY +75.71% (+326.5K)	All Managers (Combined)	$16.5M	1.4% ($16.5M/$1.2B)	QoQ +12.04% (+$1.8M) YoY +78.34% (+$7.2M)
(cusip46436E486)✕	770.5K	QoQ +10.69% (+74.4K) YoY +76.47% (+333.9K)	All Managers (Combined)	$16.0M	1.3% ($16.0M/$1.2B)	QoQ +12.86% (+$1.8M) YoY +78.71% (+$7.0M)
(SCHDcusip808524797)	547.5K	QoQ -13.45% (-85.1K) YoY +172.86% (-346.8K)	All Managers (Combined)	$15.3M	1.3% ($15.3M/$1.2B)	QoQ -11.42% (-$2.0M) YoY -5.37% (-$870.2K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	62.3K	QoQ -0.47% (-296) YoY +10.53% (+5.9K)	All Managers (Combined)	$15.3M	1.3% ($15.3M/$1.2B)	QoQ +1.84% (-$277.4K) YoY +35.36% (+$4.0M)
PROCTER & GAMBLE Co(PGcusip742718109)	84.8K	QoQ -6.31% (-5.7K) YoY +1.46% (+1.2K)	All Managers (Combined)	$14.4M	1.2% ($14.4M/$1.2B)	QoQ -4.77% (-$723.7K) YoY +6.57% (+$891.2K)