Sound-View-Wealth-Advisors-Group

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

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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PARK NATIONAL CORP /OH/

PRK|700658107

Shares:5.4K

Value:$816.5K

% of Portfolio:0.1% ($816.5K/$1.2B)

46116X101

Shares:6.2K

Value:$816.5K

% of Portfolio:0.1% ($816.5K/$1.2B)

Aon plc

AON|G0403H108

Shares:2.0K

Value:$812.9K

% of Portfolio:0.1% ($812.9K/$1.2B)

INTEL CORP

INTC|458140100

Shares:35.7K

Value:$810.3K

% of Portfolio:0.1% ($810.3K/$1.2B)

464288414

MUB|464288414

Shares:7.7K

Value:$806.6K

% of Portfolio:0.1% ($806.6K/$1.2B)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:4.8K

Value:$804.8K

% of Portfolio:0.1% ($804.8K/$1.2B)

GENERAL ELECTRIC CO

GE|369604301

Shares:4.0K

Value:$803.8K

% of Portfolio:0.1% ($803.8K/$1.2B)

Marvell Technology, Inc.

MRVL|573874104

Shares:12.5K

Value:$771.7K

% of Portfolio:0.1% ($771.7K/$1.2B)

HERSHEY CO

HSY|427866108

Shares:4.4K

Value:$744.2K

% of Portfolio:0.1% ($744.2K/$1.2B)

92189F676

Shares:3.5K

Value:$742.5K

% of Portfolio:0.1% ($742.5K/$1.2B)

MORGAN STANLEY

MS|617446448

Shares:6.4K

Value:$742.4K

% of Portfolio:0.1% ($742.4K/$1.2B)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:1.3K

Value:$730.9K

% of Portfolio:0.1% ($730.9K/$1.2B)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:5.0K

Value:$724.4K

% of Portfolio:0.1% ($724.4K/$1.2B)

464287804

IJR|464287804

Shares:6.8K

Value:$712.5K

% of Portfolio:0.1% ($712.5K/$1.2B)

921943858

VEA|921943858

Shares:14.0K

Value:$710.8K

% of Portfolio:0.1% ($710.8K/$1.2B)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:11.2K

Value:$707.8K

% of Portfolio:0.1% ($707.8K/$1.2B)

25434V724

Shares:17.2K

Value:$707.6K

% of Portfolio:0.1% ($707.6K/$1.2B)

921932885

IVOO|921932885

Shares:7.0K

Value:$692.2K

% of Portfolio:0.1% ($692.2K/$1.2B)

46438G687

Shares:27.2K

Value:$691.2K

% of Portfolio:0.1% ($691.2K/$1.2B)

CSX CORP

CSX|126408103

Shares:23.4K

Value:$689.6K

% of Portfolio:0.1% ($689.6K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
PARK NATIONAL CORP /OH/(PRKcusip700658107)	5.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$816.5K	0.1% ($816.5K/$1.2B)	QoQ -11.68% (-$108.0K) YoY +11.44% (+$83.9K)
(cusip46116X101)✕	6.2K	QoQ -0.94% (-59) YoY NEW(+6.2K)	All Managers (Combined)	$816.5K	0.1% ($816.5K/$1.2B)	QoQ +56.45% (-$294.6K) YoY NEW(+$816.5K)
Aon plc(AONcusipG0403H108)	2.0K	QoQ -0.48% (-10) YoY -2.86% (-60)	All Managers (Combined)	$812.9K	0.1% ($812.9K/$1.2B)	QoQ +10.57% (-$77.7K) YoY +16.15% (-$113.1K)
INTEL CORP(INTCcusip458140100)	35.7K	QoQ -12.16% (-4.9K) YoY -47.67% (-32.5K)	All Managers (Combined)	$810.3K	0.1% ($810.3K/$1.2B)	QoQ -0.50% (-$4.2K) YoY -73.09% (-$2.2M)
(MUBcusip464288414)	7.7K	QoQ -0.11% (-9) YoY -8.20% (-684)	All Managers (Combined)	$806.6K	0.1% ($806.6K/$1.2B)	QoQ -1.15% (-$9.4K) YoY -10.04% (-$90.1K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	4.8K	QoQ +4.88% (-226) YoY +19.02% (+775)	All Managers (Combined)	$804.8K	0.1% ($804.8K/$1.2B)	QoQ -11.83% (-$108.0K) YoY +45.23% (+$250.6K)
GENERAL ELECTRIC CO(GEcusip369604301)	4.0K	QoQ +7.60% (+284) YoY +92.70% (+1.9K)	All Managers (Combined)	$803.8K	0.1% ($803.8K/$1.2B)	QoQ +29.14% (+$181.4K) YoY +119.76% (+$438.0K)
Marvell Technology, Inc.(MRVLcusip573874104)	12.5K	QoQ +3.47% (-421) YoY +7.89% (-917)	All Managers (Combined)	$771.7K	0.1% ($771.7K/$1.2B)	QoQ -42.31% (-$566.2K) YoY -6.27% (-$51.7K)
HERSHEY CO(HSYcusip427866108)	4.4K	QoQ +7.72% (+312) YoY +12.72% (-491)	All Managers (Combined)	$744.2K	0.1% ($744.2K/$1.2B)	QoQ +8.80% (+$60.2K) YoY -0.86% (-$6.5K)
(cusip92189F676)✕	3.5K	QoQ +1.32% (-46) YoY +5.43% (-181)	All Managers (Combined)	$742.5K	0.1% ($742.5K/$1.2B)	QoQ -11.51% (-$96.7K) YoY -0.89% (-$6.7K)
MORGAN STANLEY(MScusip617446448)	6.4K	QoQ +11.84% (+674) YoY +48.32% (+2.1K)	All Managers (Combined)	$742.4K	0.1% ($742.4K/$1.2B)	QoQ +3.79% (+$27.1K) YoY +83.77% (+$338.4K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	1.3K	QoQ -8.16% (-119) YoY +27.55% (+289)	All Managers (Combined)	$730.9K	0.1% ($730.9K/$1.2B)	QoQ -12.39% (-$103.4K) YoY +66.82% (+$292.8K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	5.0K	QoQ +12.17% (+542) YoY +21.37% (-879)	All Managers (Combined)	$724.4K	0.1% ($724.4K/$1.2B)	QoQ +0.09% (+$674) YoY -14.60% (-$123.8K)
(IJRcusip464287804)	6.8K	QoQ +5.95% (-383) YoY -28.13% (-2.7K)	All Managers (Combined)	$712.5K	0.1% ($712.5K/$1.2B)	QoQ -3.83% (-$28.4K) YoY -32.00% (-$335.3K)
(VEAcusip921943858)	14.0K	QoQ +0.21% (+30) YoY +124.06% (+7.7K)	All Managers (Combined)	$710.8K	0.1% ($710.8K/$1.2B)	QoQ +6.52% (+$43.5K) YoY +127.01% (+$397.7K)
CARRIER GLOBAL Corp(CARRcusip14448C104)	11.2K	QoQ -3.61% (-419) YoY +32.13% (+2.7K)	All Managers (Combined)	$707.8K	0.1% ($707.8K/$1.2B)	QoQ -10.47% (-$82.9K) YoY +44.11% (+$216.7K)
(cusip25434V724)✕	17.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$707.6K	0.1% ($707.6K/$1.2B)	QoQ +0.70% (+$5.0K) YoY +0.75% (+$5.3K)
(IVOOcusip921932885)	7.0K	QoQ +0.22% (-16) YoY +15.68% (+951)	All Managers (Combined)	$692.2K	0.1% ($692.2K/$1.2B)	QoQ -6.23% (-$46.0K) YoY +10.84% (+$67.7K)
(cusip46438G687)✕	27.2K	QoQ +31.80% (+6.6K) YoY NEW(+27.2K)	All Managers (Combined)	$691.2K	0.1% ($691.2K/$1.2B)	QoQ +31.98% (+$167.5K) YoY NEW(+$691.2K)
CSX CORP(CSXcusip126408103)	23.4K	QoQ +0.34% (-81) YoY +2.90% (-662)	All Managers (Combined)	$689.6K	0.1% ($689.6K/$1.2B)	QoQ -8.48% (-$63.9K) YoY -18.30% (-$154.5K)