Sound-View-Wealth-Advisors-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "KNSA",
  "KRYS",
  "JAZZ",
  null,
  null,
  null,
  null,
  "CCCS",
  null,
  null,
  null,
  null,
  null,
  null,
  "HUM",
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  null,
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  "APD",
  "MAIN",
  null,
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  "GOOGL",
  "VDE",
  "AXP",
  null,
  "ASML",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "CP.TO",
  "BTZ",
  "WRB",
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  null,
  null,
  "CCI",
  "COF",
  "CMI",
  null,
  null,
  null,
  "LNC",
  null,
  "DUK",
  "D",
  null,
  null,
  "UTG",
  "FCX",
  "FITB",
  "GD",
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  "HPQ",
  "AZN",
  null,
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  "INTU",
  null,
  null,
  "UNP",
  "QCOM",
  "ISRG",
  "ITW",
  "AMAT",
  null,
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  "ICE",
  null,
  null,
  "MUB",
  null,
  "META",
  null,
  null,
  null,
  null,
  "IVW",
  null,
  "PRK",
  "IJH",
  null,
  null,
  null,
  "MYI",
  null,
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  "LIN",
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  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  "PAYX",
  "VHT",
  null,
  null,
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  null,
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  "PNC",
  "DNP",
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  null,
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  "GS",
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  "INTC",
  "PFE",
  null,
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  "PG",
  "MRK",
  "VZ",
  null,
  "MKC",
  null,
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  null,
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  "ROK",
  "IEFA",
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  null,
  null,
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  "O",
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  null,
  null,
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  "VO",
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  null,
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  null,
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  null,
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  "EW",
  "TT",
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  null,
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  null,
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  "AMD",
  "SONY",
  "DRI",
  "WSO",
  "F",
  "WEC",
  "EQR",
  "DEO",
  "WM",
  "IWP",
  "IWR",
  "WCN",
  "EFX",
  "CAH",
  "AEP",
  "FHI",
  null,
  "RACE",
  "PEG",
  "DHI",
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  "AMZN",
  null,
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  null,
  "PFG",
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  "HII",
  null,
  null,
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  null,
  null,
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  null,
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  "ESGV",
  "VUG",
  "VFH",
  "VEA",
  null,
  null,
  "VOOG",
  "VBK",
  "BND",
  "VBR",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
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  "WMB",
  "WWD",
  "XEL",
  "YUM",
  "Z",
  "LNT",
  "DTE",
  "FNF",
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  "SCHD",
  "ET",
  "DVY",
  "SCHF",
  "NSC",
  null,
  null,
  "NXPI",
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  "SO",
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  "PPL",
  "OTIS",
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  "CRM",
  null,
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  "DIA",
  "TPG",
  "SPOT",
  null,
  "GEV",
  "TRI.TO",
  "ZBH",
  "DGRO",
  "MCK",
  "ESGU",
  "FDX",
  "STLA",
  "KMB",
  "ADP",
  "AZO",
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  "BAX",
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  null,
  "BMY",
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  "CARR",
  "CCL",
  "CDW",
  "CVX",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "C",
  "CME",
  "KO",
  "FIX",
  "CMCSA",
  "CTSH",
  "CL",
  "COP",
  "STZ",
  "CEG",
  "CPRT",
  "ED",
  "COST",
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  "CRH",
  "CRWD",
  "CVS",
  "CSX",
  "CW",
  "DHR",
  "DDOG",
  "DE",
  null,
  null,
  "DLR",
  "RSP",
  null,
  "EFA",
  "ADI",
  "MCO",
  "VMC",
  "USMV",
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  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "AWK",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "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

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NXP Semiconductors N.V.

NXPI|N6596X109

Shares:4.8K

Value:$920.6K

% of Portfolio:0.1% ($920.6K/$1.2B)

464287481

IWP|464287481

Shares:7.8K

Value:$919.1K

% of Portfolio:0.1% ($919.1K/$1.2B)

Mastercard Inc

MA|57636Q104

Shares:1.7K

Value:$915.5K

% of Portfolio:0.1% ($915.5K/$1.2B)

464287473

IWS|464287473

Shares:7.3K

Value:$913.7K

% of Portfolio:0.1% ($913.7K/$1.2B)

TPG Inc.

TPG|872657101

Shares:19.0K

Value:$900.0K

% of Portfolio:0.1% ($900.0K/$1.2B)

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:8.2K

Value:$891.9K

% of Portfolio:0.1% ($891.9K/$1.2B)

74933W601

Shares:16.0K

Value:$891.9K

% of Portfolio:0.1% ($891.9K/$1.2B)

COLGATE PALMOLIVE CO

CL|194162103

Shares:9.5K

Value:$886.7K

% of Portfolio:0.1% ($886.7K/$1.2B)

ServiceNow, Inc.

NOW|81762P102

Shares:1.1K

Value:$875.0K

% of Portfolio:0.1% ($875.0K/$1.2B)

SHOPIFY INC.

SHOP|82509L107

Shares:8.9K

Value:$851.3K

% of Portfolio:0.1% ($851.3K/$1.2B)

3M CO

MMM|88579Y101

Shares:5.8K

Value:$849.3K

% of Portfolio:0.1% ($849.3K/$1.2B)

336917109

Shares:19.5K

Value:$847.1K

% of Portfolio:0.1% ($847.1K/$1.2B)

Vertiv Holdings Co

VRT|92537N108

Shares:11.7K

Value:$845.0K

% of Portfolio:0.1% ($845.0K/$1.2B)

Energy Transfer LP

ET|29273V100

Shares:45.4K

Value:$844.1K

% of Portfolio:0.1% ($844.1K/$1.2B)

KLA CORP

KLAC|482480100

Shares:1.2K

Value:$833.8K

% of Portfolio:0.1% ($833.8K/$1.2B)

MOODYS CORP /DE/

MCO|615369105

Shares:1.8K

Value:$830.3K

% of Portfolio:0.1% ($830.3K/$1.2B)

464287556

Shares:6.5K

Value:$827.9K

% of Portfolio:0.1% ($827.9K/$1.2B)

922042775

VEU|922042775

Shares:13.6K

Value:$822.9K

% of Portfolio:0.1% ($822.9K/$1.2B)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:8.0K

Value:$822.7K

% of Portfolio:0.1% ($822.7K/$1.2B)

464287457

Shares:9.9K

Value:$822.3K

% of Portfolio:0.1% ($822.3K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
NXP Semiconductors N.V.(NXPIcusipN6596X109)	4.8K	QoQ -0.02% (-1) YoY +66.23% (+1.9K)	All Managers (Combined)	$920.6K	0.1% ($920.6K/$1.2B)	QoQ -8.58% (-$86.4K) YoY +27.50% (+$198.6K)
(IWPcusip464287481)	7.8K	QoQ -0.08% (-7) YoY -1.95% (-156)	All Managers (Combined)	$919.1K	0.1% ($919.1K/$1.2B)	QoQ -7.38% (-$73.3K) YoY +0.92% (-$8.4K)
Mastercard Inc(MAcusip57636Q104)	1.7K	QoQ -6.59% (-118) YoY +21.27% (+293)	All Managers (Combined)	$915.5K	0.1% ($915.5K/$1.2B)	QoQ -2.73% (-$25.8K) YoY +38.09% (+$252.5K)
(IWScusip464287473)	7.3K	QoQ 0.00% (-0) YoY +1.00% (+72)	All Managers (Combined)	$913.7K	0.1% ($913.7K/$1.2B)	QoQ -2.60% (-$24.4K) YoY +1.51% (+$13.7K)
TPG Inc.(TPGcusip872657101)	19.0K	QoQ +12.45% (-2.1K) YoY NEW(+19.0K)	All Managers (Combined)	$900.0K	0.1% ($900.0K/$1.2B)	QoQ -15.11% (-$160.3K) YoY NEW(+$900.0K)
WEC ENERGY GROUP, INC.(WECcusip92939U106)	8.2K	QoQ +3.75% (+296) YoY +107.66% (+4.2K)	All Managers (Combined)	$891.9K	0.1% ($891.9K/$1.2B)	QoQ +20.23% (+$150.1K) YoY +175.58% (+$568.3K)
(cusip74933W601)✕	16.0K	QoQ +1.14% (-181) YoY +55.09% (+5.7K)	All Managers (Combined)	$891.9K	0.1% ($891.9K/$1.2B)	QoQ -6.42% (-$61.3K) YoY +73.87% (+$378.9K)
COLGATE PALMOLIVE CO(CLcusip194162103)	9.5K	QoQ +4.62% (+418) YoY +19.33% (+1.5K)	All Managers (Combined)	$886.7K	0.1% ($886.7K/$1.2B)	QoQ +7.83% (+$64.4K) YoY +24.16% (+$172.6K)
ServiceNow, Inc.(NOWcusip81762P102)	1.1K	QoQ +3.97% (-42) YoY +23.48% (+209)	All Managers (Combined)	$875.0K	0.1% ($875.0K/$1.2B)	QoQ -21.91% (-$245.6K) YoY +28.94% (+$196.4K)
SHOPIFY INC.(SHOPcusip82509L107)	8.9K	QoQ 0.00% (-0) YoY -3.05% (-281)	All Managers (Combined)	$851.3K	0.1% ($851.3K/$1.2B)	QoQ -10.20% (-$96.7K) YoY +19.94% (-$141.6K)
3M CO(MMMcusip88579Y101)	5.8K	QoQ -7.98% (-502) YoY -16.33% (-1.1K)	All Managers (Combined)	$849.3K	0.1% ($849.3K/$1.2B)	QoQ +4.68% (-$38.0K) YoY +15.84% (-$116.2K)
(cusip336917109)✕	19.5K	QoQ -6.15% (-1.3K) YoY +11.56% (+2.0K)	All Managers (Combined)	$847.1K	0.1% ($847.1K/$1.2B)	QoQ +1.25% (-$10.5K) YoY +25.94% (+$174.5K)
Vertiv Holdings Co(VRTcusip92537N108)	11.7K	QoQ +9.12% (-979) YoY NEW(+11.7K)	All Managers (Combined)	$845.0K	0.1% ($845.0K/$1.2B)	QoQ -30.64% (-$373.4K) YoY NEW(+$845.0K)
Energy Transfer LP(ETcusip29273V100)	45.4K	QoQ -8.35% (-4.1K) YoY +4.55% (+2.0K)	All Managers (Combined)	$844.1K	0.1% ($844.1K/$1.2B)	QoQ -13.03% (-$126.5K) YoY +23.57% (+$161.0K)
KLA CORP(KLACcusip482480100)	1.2K	QoQ +3.36% (+40) YoY +10.44% (+116)	All Managers (Combined)	$833.8K	0.1% ($833.8K/$1.2B)	QoQ +11.47% (+$85.8K) YoY +7.43% (+$57.7K)
MOODYS CORP /DE/(MCOcusip615369105)	1.8K	QoQ +3.84% (+66) YoY +5.62% (+95)	All Managers (Combined)	$830.3K	0.1% ($830.3K/$1.2B)	QoQ +2.15% (+$17.5K) YoY +25.15% (+$166.9K)
(cusip464287556)✕	6.5K	QoQ -4.76% (-324) YoY +13.48% (+769)	All Managers (Combined)	$827.9K	0.1% ($827.9K/$1.2B)	QoQ -7.87% (-$70.8K) YoY +5.78% (+$45.3K)
(VEUcusip922042775)	13.6K	QoQ -12.93% (-2.0K) YoY -14.32% (-2.3K)	All Managers (Combined)	$822.9K	0.1% ($822.9K/$1.2B)	QoQ -8.00% (-$71.6K) YoY -11.38% (-$105.8K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	8.0K	QoQ +2.14% (-168) YoY +29.62% (-1.8K)	All Managers (Combined)	$822.7K	0.1% ($822.7K/$1.2B)	QoQ -13.12% (-$124.3K) YoY -26.21% (-$292.3K)
(cusip464287457)✕	9.9K	QoQ -0.61% (-61) YoY -0.15% (-15)	All Managers (Combined)	$822.3K	0.1% ($822.3K/$1.2B)	QoQ +0.29% (-$2.5K) YoY +1.00% (-$8.2K)