Sound-View-Wealth-Advisors-Group

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

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TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:2.6K

Value:$686.5K

% of Portfolio:0.1% ($686.5K/$1.2B)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:3.8K

Value:$674.8K

% of Portfolio:0.1% ($674.8K/$1.2B)

45782C797

Shares:17.3K

Value:$673.0K

% of Portfolio:0.1% ($673.0K/$1.2B)

09290C509

Shares:10.8K

Value:$652.8K

% of Portfolio:0.1% ($652.8K/$1.2B)

922908751

VB|922908751

Shares:2.9K

Value:$644.7K

% of Portfolio:0.1% ($644.7K/$1.2B)

46438F101

Shares:13.7K

Value:$643.0K

% of Portfolio:0.1% ($643.0K/$1.2B)

81369Y506

Shares:6.8K

Value:$638.5K

% of Portfolio:0.1% ($638.5K/$1.2B)

PPL Corp

PPL|69351T106

Shares:17.1K

Value:$619.1K

% of Portfolio:0.1% ($619.1K/$1.2B)

464287648

IWO|464287648

Shares:2.4K

Value:$618.9K

% of Portfolio:0.1% ($618.9K/$1.2B)

464287507

IJH|464287507

Shares:10.5K

Value:$613.8K

% of Portfolio:0.1% ($613.8K/$1.2B)

464287549

Shares:6.7K

Value:$607.9K

% of Portfolio:0.1% ($607.9K/$1.2B)

SIMON PROPERTY GROUP INC /DE/

SPG|828806109

Shares:3.6K

Value:$603.1K

% of Portfolio:0.0% ($603.1K/$1.2B)

US BANCORP \DE\

USB|902973304

Shares:14.3K

Value:$601.9K

% of Portfolio:0.0% ($601.9K/$1.2B)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:1.7K

Value:$597.6K

% of Portfolio:0.0% ($597.6K/$1.2B)

ASML HOLDING NV

ASML|N07059210

Shares:899

Value:$595.7K

% of Portfolio:0.0% ($595.7K/$1.2B)

Chubb Ltd

CB|H1467J104

Shares:1.9K

Value:$573.5K

% of Portfolio:0.0% ($573.5K/$1.2B)

25434V401

Shares:9.5K

Value:$572.3K

% of Portfolio:0.0% ($572.3K/$1.2B)

WELLTOWER INC.

WELL|95040Q104

Shares:3.6K

Value:$558.3K

% of Portfolio:0.0% ($558.3K/$1.2B)

46435U440

Shares:11.7K

Value:$555.2K

% of Portfolio:0.0% ($555.2K/$1.2B)

464287465

EFA|464287465

Shares:6.8K

Value:$553.3K

% of Portfolio:0.0% ($553.3K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	2.6K	QoQ -10.48% (-304) YoY +7.62% (+184)	All Managers (Combined)	$686.5K	0.1% ($686.5K/$1.2B)	QoQ -1.72% (-$12.0K) YoY +23.67% (+$131.4K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	3.8K	QoQ -50.63% (-3.9K) YoY -49.52% (-3.8K)	All Managers (Combined)	$674.8K	0.1% ($674.8K/$1.2B)	QoQ -55.00% (-$824.8K) YoY -45.09% (-$554.2K)
(cusip45782C797)✕	17.3K	QoQ -0.28% (-50) YoY -10.99% (-2.1K)	All Managers (Combined)	$673.0K	0.1% ($673.0K/$1.2B)	QoQ -2.09% (-$14.4K) YoY -7.76% (-$56.6K)
(cusip09290C509)✕	10.8K	QoQ -17.88% (-2.3K) YoY NEW(+10.8K)	All Managers (Combined)	$652.8K	0.1% ($652.8K/$1.2B)	QoQ -22.30% (-$187.4K) YoY NEW(+$652.8K)
(VBcusip922908751)	2.9K	QoQ -21.74% (-808) YoY -45.33% (-2.4K)	All Managers (Combined)	$644.7K	0.1% ($644.7K/$1.2B)	QoQ -27.78% (-$248.0K) YoY -46.96% (-$570.9K)
(cusip46438F101)✕	13.7K	QoQ +27.92% (+3.0K) YoY +62.43% (+5.3K)	All Managers (Combined)	$643.0K	0.1% ($643.0K/$1.2B)	QoQ +12.88% (+$73.4K) YoY +87.88% (+$300.8K)
(cusip81369Y506)✕	6.8K	QoQ -0.76% (-53) YoY +7.52% (+478)	All Managers (Combined)	$638.5K	0.1% ($638.5K/$1.2B)	QoQ +8.25% (-$48.7K) YoY +6.42% (+$38.6K)
PPL Corp(PPLcusip69351T106)	17.1K	QoQ -8.06% (-1.5K) YoY -15.58% (-3.2K)	All Managers (Combined)	$619.1K	0.1% ($619.1K/$1.2B)	QoQ +2.27% (-$13.8K) YoY +10.71% (-$59.9K)
(IWOcusip464287648)	2.4K	QoQ +2.02% (-48) YoY +4.17% (-97)	All Managers (Combined)	$618.9K	0.1% ($618.9K/$1.2B)	QoQ -9.41% (-$64.3K) YoY -1.70% (-$10.7K)
(IJHcusip464287507)	10.5K	QoQ +19.86% (+1.7K) YoY +147.21% (+6.3K)	All Managers (Combined)	$613.8K	0.1% ($613.8K/$1.2B)	QoQ +12.23% (+$66.9K) YoY +137.47% (+$355.3K)
(cusip464287549)✕	6.7K	QoQ +0.08% (-6) YoY +0.69% (+46)	All Managers (Combined)	$607.9K	0.1% ($607.9K/$1.2B)	QoQ -11.10% (-$75.9K) YoY +5.93% (+$34.0K)
SIMON PROPERTY GROUP INC /DE/(SPGcusip828806109)	3.6K	QoQ -26.77% (-1.3K) YoY -26.30% (-1.3K)	All Managers (Combined)	$603.1K	0.0% ($603.1K/$1.2B)	QoQ -29.38% (-$250.9K) YoY -21.77% (-$167.9K)
US BANCORP \DE\(USBcusip902973304)	14.3K	QoQ +20.25% (+2.4K) YoY +25.15% (+2.9K)	All Managers (Combined)	$601.9K	0.0% ($601.9K/$1.2B)	QoQ +6.14% (+$34.9K) YoY +18.20% (+$92.7K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	1.7K	QoQ +1.98% (+33) YoY +55.07% (+602)	All Managers (Combined)	$597.6K	0.0% ($597.6K/$1.2B)	QoQ +5.09% (+$29.0K) YoY +70.55% (+$247.2K)
ASML HOLDING NV(ASMLcusipN07059210)	899	QoQ +35.80% (+237) YoY +70.91% (+373)	All Managers (Combined)	$595.7K	0.0% ($595.7K/$1.2B)	QoQ +29.83% (+$136.9K) YoY +16.69% (+$85.2K)
Chubb Ltd(CBcusipH1467J104)	1.9K	QoQ +1.22% (+23) YoY +12.43% (+210)	All Managers (Combined)	$573.5K	0.0% ($573.5K/$1.2B)	QoQ +10.63% (+$55.1K) YoY +31.00% (+$135.7K)
(cusip25434V401)✕	9.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$572.3K	0.0% ($572.3K/$1.2B)	QoQ -5.12% (-$30.9K) YoY +6.14% (+$33.1K)
WELLTOWER INC.(WELLcusip95040Q104)	3.6K	QoQ +2.04% (+73) YoY +53.36% (+1.3K)	All Managers (Combined)	$558.3K	0.0% ($558.3K/$1.2B)	QoQ +24.05% (+$108.2K) YoY +151.47% (+$336.3K)
(cusip46435U440)✕	11.7K	QoQ +4.58% (+514) YoY NEW(+11.7K)	All Managers (Combined)	$555.2K	0.0% ($555.2K/$1.2B)	QoQ +6.24% (+$32.6K) YoY NEW(+$555.2K)
(EFAcusip464287465)	6.8K	QoQ -14.54% (-1.2K) YoY +21.43% (+1.2K)	All Managers (Combined)	$553.3K	0.0% ($553.3K/$1.2B)	QoQ -7.62% (-$45.7K) YoY +24.27% (+$108.1K)