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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]

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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EQUIFAX INC

EFX|294429105

Shares:2.3K

Value:$549.7K

% of Portfolio:0.0% ($549.7K/$1.2B)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:10.0K

Value:$548.8K

% of Portfolio:0.0% ($548.8K/$1.2B)

NEUROCRINE BIOSCIENCES INC

NBIX|64125C109

Shares:4.9K

Value:$543.0K

% of Portfolio:0.0% ($543.0K/$1.2B)

DARDEN RESTAURANTS INC

DRI|237194105

Shares:2.6K

Value:$542.5K

% of Portfolio:0.0% ($542.5K/$1.2B)

AT&T INC.

T|00206R102

Shares:19.1K

Value:$539.3K

% of Portfolio:0.0% ($539.3K/$1.2B)

CITIGROUP INC

C|172967424

Shares:7.6K

Value:$537.5K

% of Portfolio:0.0% ($537.5K/$1.2B)

TARGET CORP

TGT|87612E106

Shares:5.1K

Value:$536.1K

% of Portfolio:0.0% ($536.1K/$1.2B)

316092808

Shares:3.3K

Value:$535.7K

% of Portfolio:0.0% ($535.7K/$1.2B)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:7.4K

Value:$528.6K

% of Portfolio:0.0% ($528.6K/$1.2B)

33738R704

Shares:7.7K

Value:$525.6K

% of Portfolio:0.0% ($525.6K/$1.2B)

FEDERAL SIGNAL CORP /DE/

FSS|313855108

Shares:7.1K

Value:$525.1K

% of Portfolio:0.0% ($525.1K/$1.2B)

FEDERATED HERMES, INC.

FHI|314211103

Shares:12.7K

Value:$519.5K

% of Portfolio:0.0% ($519.5K/$1.2B)

Elevance Health, Inc.

ELV|036752103

Shares:1.2K

Value:$516.8K

% of Portfolio:0.0% ($516.8K/$1.2B)

AUTOZONE INC

AZO|053332102

Shares:134

Value:$510.9K

% of Portfolio:0.0% ($510.9K/$1.2B)

REAVES UTILITY INCOME FUND

UTG|756158101

Shares:15.6K

Value:$507.9K

% of Portfolio:0.0% ($507.9K/$1.2B)

464287630

IWN|464287630

Shares:3.4K

Value:$505.7K

% of Portfolio:0.0% ($505.7K/$1.2B)

92189F643

Shares:5.7K

Value:$499.7K

% of Portfolio:0.0% ($499.7K/$1.2B)

74347G606

Shares:6.8K

Value:$493.7K

% of Portfolio:0.0% ($493.7K/$1.2B)

81369Y605

Shares:9.8K

Value:$489.6K

% of Portfolio:0.0% ($489.6K/$1.2B)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:2.1K

Value:$489.0K

% of Portfolio:0.0% ($489.0K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
EQUIFAX INC(EFXcusip294429105)	2.3K	QoQ -63.33% (-3.9K) YoY -51.00% (-2.4K)	All Managers (Combined)	$549.7K	0.0% ($549.7K/$1.2B)	QoQ -64.95% (-$1.0M) YoY -55.39% (-$682.8K)
TRACTOR SUPPLY CO /DE/(TSCOcusip892356106)	10.0K	QoQ +6.42% (+601) YoY +402.52% (+8.0K)	All Managers (Combined)	$548.8K	0.0% ($548.8K/$1.2B)	QoQ +10.51% (+$52.2K) YoY +5.78% (+$30.0K)
NEUROCRINE BIOSCIENCES INC(NBIXcusip64125C109)	4.9K	QoQ -0.52% (-26) YoY +30.06% (+1.1K)	All Managers (Combined)	$543.0K	0.0% ($543.0K/$1.2B)	QoQ -19.40% (-$130.7K) YoY +4.30% (+$22.4K)
DARDEN RESTAURANTS INC(DRIcusip237194105)	2.6K	QoQ -1.13% (-30) YoY -0.91% (-24)	All Managers (Combined)	$542.5K	0.0% ($542.5K/$1.2B)	QoQ +10.02% (-$49.4K) YoY +23.16% (-$102.0K)
AT&T INC.(Tcusip00206R102)	19.1K	QoQ -27.21% (-7.1K) YoY -23.36% (-5.8K)	All Managers (Combined)	$539.3K	0.0% ($539.3K/$1.2B)	QoQ -9.60% (-$57.3K) YoY +23.14% (-$101.4K)
CITIGROUP INC(Ccusip172967424)	7.6K	QoQ -1.18% (-91) YoY +42.47% (+2.3K)	All Managers (Combined)	$537.5K	0.0% ($537.5K/$1.2B)	QoQ -0.34% (-$1.9K) YoY +59.93% (+$201.4K)
TARGET CORP(TGTcusip87612E106)	5.1K	QoQ +9.27% (-436) YoY +9.18% (-432)	All Managers (Combined)	$536.1K	0.0% ($536.1K/$1.2B)	QoQ -15.63% (-$99.4K) YoY -35.69% (-$297.6K)
(cusip316092808)✕	3.3K	QoQ -1.48% (-50) YoY -13.08% (-500)	All Managers (Combined)	$535.7K	0.0% ($535.7K/$1.2B)	QoQ -14.06% (-$87.7K) YoY -10.05% (-$59.9K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	7.4K	QoQ +1.58% (+115) YoY +1.00% (+73)	All Managers (Combined)	$528.6K	0.0% ($528.6K/$1.2B)	QoQ +3.82% (+$19.5K) YoY +25.10% (+$106.1K)
(cusip33738R704)✕	7.7K	QoQ +62.77% (+3.0K) YoY NEW(+7.7K)	All Managers (Combined)	$525.6K	0.0% ($525.6K/$1.2B)	QoQ +44.12% (+$160.9K) YoY NEW(+$525.6K)
FEDERAL SIGNAL CORP /DE/(FSScusip313855108)	7.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$525.1K	0.0% ($525.1K/$1.2B)	QoQ -20.39% (-$134.5K) YoY -13.33% (-$80.8K)
FEDERATED HERMES, INC.(FHIcusip314211103)	12.7K	QoQ -30.14% (-5.5K) YoY -64.56% (-23.2K)	All Managers (Combined)	$519.5K	0.0% ($519.5K/$1.2B)	QoQ -30.71% (-$230.3K) YoY -59.99% (-$779.2K)
Elevance Health, Inc.(ELVcusip036752103)	1.2K	QoQ +24.26% (+232) YoY +3.57% (-41)	All Managers (Combined)	$516.8K	0.0% ($516.8K/$1.2B)	QoQ +46.46% (+$163.9K) YoY -13.13% (-$78.1K)
AUTOZONE INC(AZOcusip053332102)	134	QoQ -11.84% (-18) YoY -9.45% (-14)	All Managers (Combined)	$510.9K	0.0% ($510.9K/$1.2B)	QoQ +4.97% (-$24.2K) YoY +9.53% (-$44.5K)
REAVES UTILITY INCOME FUND(UTGcusip756158101)	15.6K	QoQ -2.37% (-380) YoY -5.77% (-956)	All Managers (Combined)	$507.9K	0.0% ($507.9K/$1.2B)	QoQ +0.24% (-$1.2K) YoY +13.72% (-$61.3K)
(IWNcusip464287630)	3.4K	QoQ +0.02% (-1) YoY +0.11% (-4)	All Managers (Combined)	$505.7K	0.0% ($505.7K/$1.2B)	QoQ -8.01% (-$44.0K) YoY -4.82% (-$25.7K)
(cusip92189F643)✕	5.7K	QoQ -9.26% (-580) YoY +17.99% (+866)	All Managers (Combined)	$499.7K	0.0% ($499.7K/$1.2B)	QoQ -13.89% (-$80.6K) YoY +15.48% (+$67.0K)
(cusip74347G606)✕	6.8K	QoQ -5.05% (-361) YoY +2.79% (+184)	All Managers (Combined)	$493.7K	0.0% ($493.7K/$1.2B)	QoQ -8.33% (-$44.9K) YoY +4.01% (+$19.1K)
(cusip81369Y605)✕	9.8K	QoQ 0.00% (+0) YoY +27.83% (+2.1K)	All Managers (Combined)	$489.6K	0.0% ($489.6K/$1.2B)	QoQ +3.06% (+$14.5K) YoY +51.17% (+$165.7K)
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	2.1K	QoQ +3.37% (-67) YoY NEW(+2.1K)	All Managers (Combined)	$489.0K	0.0% ($489.0K/$1.2B)	QoQ -11.72% (-$65.0K) YoY NEW(+$489.0K)