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,
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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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Intercontinental Exchange, Inc.

ICE|45866F104

Shares:2.8K

Value:$488.3K

% of Portfolio:0.0% ($488.3K/$1.2B)

SCHLUMBERGER LIMITED/NV

SLB|806857108

Shares:11.7K

Value:$487.1K

% of Portfolio:0.0% ($487.1K/$1.2B)

Cigna Group

CI|125523100

Shares:1.4K

Value:$474.7K

% of Portfolio:0.0% ($474.7K/$1.2B)

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:1.9K

Value:$468.6K

% of Portfolio:0.0% ($468.6K/$1.2B)

J M SMUCKER Co

SJM|832696405

Shares:3.9K

Value:$465.0K

% of Portfolio:0.0% ($465.0K/$1.2B)

46435U549

Shares:9.8K

Value:$463.5K

% of Portfolio:0.0% ($463.5K/$1.2B)

METLIFE INC

MET|59156R108

Shares:5.8K

Value:$462.4K

% of Portfolio:0.0% ($462.4K/$1.2B)

LINCOLN NATIONAL CORP

LNC|534187109

Shares:12.6K

Value:$453.6K

% of Portfolio:0.0% ($453.6K/$1.2B)

INTUIT INC.

INTU|461202103

Shares:736

Value:$451.9K

% of Portfolio:0.0% ($451.9K/$1.2B)

CONOCOPHILLIPS

COP|20825C104

Shares:4.3K

Value:$450.0K

% of Portfolio:0.0% ($450.0K/$1.2B)

81369Y852

Shares:4.6K

Value:$446.9K

% of Portfolio:0.0% ($446.9K/$1.2B)

464288802

Shares:3.9K

Value:$443.8K

% of Portfolio:0.0% ($443.8K/$1.2B)

46434G103

IEMG|46434G103

Shares:8.2K

Value:$440.5K

% of Portfolio:0.0% ($440.5K/$1.2B)

REALTY INCOME CORP

O|756109104

Shares:7.5K

Value:$435.4K

% of Portfolio:0.0% ($435.4K/$1.2B)

45782C656

Shares:11.2K

Value:$430.4K

% of Portfolio:0.0% ($430.4K/$1.2B)

Otis Worldwide Corp

OTIS|68902V107

Shares:4.1K

Value:$426.0K

% of Portfolio:0.0% ($426.0K/$1.2B)

45782C870

Shares:11.9K

Value:$425.9K

% of Portfolio:0.0% ($425.9K/$1.2B)

85207H104

Shares:17.6K

Value:$424.6K

% of Portfolio:0.0% ($424.6K/$1.2B)

Accenture plc

ACN|G1151C101

Shares:1.4K

Value:$422.8K

% of Portfolio:0.0% ($422.8K/$1.2B)

WATSCO INC

WSO|942622200

Shares:831

Value:$422.4K

% of Portfolio:0.0% ($422.4K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Intercontinental Exchange, Inc.(ICEcusip45866F104)	2.8K	QoQ +5.43% (+146) YoY +8.75% (+228)	All Managers (Combined)	$488.3K	0.0% ($488.3K/$1.2B)	QoQ +22.05% (+$88.3K) YoY +36.51% (+$130.6K)
SCHLUMBERGER LIMITED/NV(SLBcusip806857108)	11.7K	QoQ +3.93% (+441) YoY +35.15% (+3.0K)	All Managers (Combined)	$487.1K	0.0% ($487.1K/$1.2B)	QoQ +13.31% (+$57.2K) YoY +3.07% (+$14.5K)
Cigna Group(CIcusip125523100)	1.4K	QoQ 0.00% (+0) YoY -4.81% (-73)	All Managers (Combined)	$474.7K	0.0% ($474.7K/$1.2B)	QoQ +19.14% (+$76.3K) YoY -13.77% (-$75.8K)
REPUBLIC SERVICES, INC.(RSGcusip760759100)	1.9K	QoQ -0.10% (-2) YoY +1.04% (+20)	All Managers (Combined)	$468.6K	0.0% ($468.6K/$1.2B)	QoQ +20.24% (-$78.9K) YoY +27.81% (+$102.0K)
J M SMUCKER Co(SJMcusip832696405)	3.9K	QoQ -12.12% (-542) YoY -26.51% (-1.4K)	All Managers (Combined)	$465.0K	0.0% ($465.0K/$1.2B)	QoQ -5.51% (-$27.1K) YoY -30.86% (-$207.6K)
(cusip46435U549)✕	9.8K	QoQ +4.11% (+386) YoY -4.45% (-455)	All Managers (Combined)	$463.5K	0.0% ($463.5K/$1.2B)	QoQ +6.44% (+$28.1K) YoY -3.60% (-$17.3K)
METLIFE INC(METcusip59156R108)	5.8K	QoQ +3.46% (+193) YoY +8.47% (+450)	All Managers (Combined)	$462.4K	0.0% ($462.4K/$1.2B)	QoQ +1.45% (+$6.6K) YoY +17.52% (+$68.9K)
LINCOLN NATIONAL CORP(LNCcusip534187109)	12.6K	QoQ -5.47% (-732) YoY +4.69% (+566)	All Managers (Combined)	$453.6K	0.0% ($453.6K/$1.2B)	QoQ +7.04% (-$29.8K) YoY +17.74% (+$68.3K)
INTUIT INC.(INTUcusip461202103)	736	QoQ -51.83% (-792) YoY -77.24% (-2.5K)	All Managers (Combined)	$451.9K	0.0% ($451.9K/$1.2B)	QoQ -52.95% (-$508.6K) YoY -78.50% (-$1.7M)
CONOCOPHILLIPS(COPcusip20825C104)	4.3K	QoQ -38.44% (-2.7K) YoY -17.75% (-925)	All Managers (Combined)	$450.0K	0.0% ($450.0K/$1.2B)	QoQ -34.80% (-$240.3K) YoY -32.12% (-$213.0K)
(cusip81369Y852)✕	4.6K	QoQ -1.75% (-83) YoY +11.23% (+468)	All Managers (Combined)	$446.9K	0.0% ($446.9K/$1.2B)	QoQ -2.12% (-$9.7K) YoY +31.37% (+$106.7K)
(cusip464288802)✕	3.9K	QoQ -0.51% (-20) YoY -33.73% (-2.0K)	All Managers (Combined)	$443.8K	0.0% ($443.8K/$1.2B)	QoQ -6.00% (-$28.4K) YoY -30.27% (-$192.7K)
(IEMGcusip46434G103)	8.2K	QoQ -32.78% (-4.0K) YoY -52.74% (-9.1K)	All Managers (Combined)	$440.5K	0.0% ($440.5K/$1.2B)	QoQ -30.53% (-$193.6K) YoY -50.57% (-$450.8K)
REALTY INCOME CORP(Ocusip756109104)	7.5K	QoQ +11.79% (+792) YoY +99.68% (+3.7K)	All Managers (Combined)	$435.4K	0.0% ($435.4K/$1.2B)	QoQ +21.42% (+$76.8K) YoY +114.12% (+$232.1K)
(cusip45782C656)✕	11.2K	QoQ 0.00% (-0) YoY +41.03% (+3.3K)	All Managers (Combined)	$430.4K	0.0% ($430.4K/$1.2B)	QoQ -1.72% (-$7.6K) YoY +48.41% (+$140.4K)
Otis Worldwide Corp(OTIScusip68902V107)	4.1K	QoQ +0.12% (+5) YoY +9.32% (+352)	All Managers (Combined)	$426.0K	0.0% ($426.0K/$1.2B)	QoQ +11.57% (+$44.2K) YoY +13.64% (+$51.2K)
(cusip45782C870)✕	11.9K	QoQ -1.12% (-136) YoY -56.70% (-15.6K)	All Managers (Combined)	$425.9K	0.0% ($425.9K/$1.2B)	QoQ -3.93% (-$17.5K) YoY -54.03% (-$500.7K)
(cusip85207H104)✕	17.6K	QoQ +5.67% (+947) YoY +10.57% (+1.7K)	All Managers (Combined)	$424.6K	0.0% ($424.6K/$1.2B)	QoQ +26.23% (+$88.3K) YoY +53.78% (+$148.5K)
Accenture plc(ACNcusipG1151C101)	1.4K	QoQ -15.83% (-255) YoY +6.44% (-82)	All Managers (Combined)	$422.8K	0.0% ($422.8K/$1.2B)	QoQ -25.34% (-$143.6K) YoY -4.17% (-$18.4K)
WATSCO INC(WSOcusip942622200)	831	QoQ -7.46% (-67) YoY -10.74% (-100)	All Managers (Combined)	$422.4K	0.0% ($422.4K/$1.2B)	QoQ -0.74% (-$3.2K) YoY +5.03% (-$20.2K)