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:

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UNILEVER PLC

UL|904767704

Shares:7.1K

Value:$421.2K

% of Portfolio:0.0% ($421.2K/$1.2B)

67092P870

Shares:18.7K

Value:$415.2K

% of Portfolio:0.0% ($415.2K/$1.2B)

NOVARTIS AG

NVS|66987V109

Shares:3.7K

Value:$408.1K

% of Portfolio:0.0% ($408.1K/$1.2B)

46435G425

ESGU|46435G425

Shares:3.3K

Value:$406.7K

% of Portfolio:0.0% ($406.7K/$1.2B)

SUN LIFE FINANCIAL INC

SLF|866796105

Shares:7.0K

Value:$399.8K

% of Portfolio:0.0% ($399.8K/$1.2B)

92206C813

Shares:5.2K

Value:$394.4K

% of Portfolio:0.0% ($394.4K/$1.2B)

UNITED STATES LIME & MINERALS INC

USLM|911922102

Shares:4.5K

Value:$393.3K

% of Portfolio:0.0% ($393.3K/$1.2B)

SYSCO CORP

SYY|871829107

Shares:5.2K

Value:$393.0K

% of Portfolio:0.0% ($393.0K/$1.2B)

92647X830

Shares:11.3K

Value:$388.6K

% of Portfolio:0.0% ($388.6K/$1.2B)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:3.5K

Value:$386.8K

% of Portfolio:0.0% ($386.8K/$1.2B)

BECTON DICKINSON & CO

BDX|075887109

Shares:1.7K

Value:$385.3K

% of Portfolio:0.0% ($385.3K/$1.2B)

YUM BRANDS INC

YUM|988498101

Shares:2.4K

Value:$384.6K

% of Portfolio:0.0% ($384.6K/$1.2B)

46436E767

Shares:8.2K

Value:$383.3K

% of Portfolio:0.0% ($383.3K/$1.2B)

GENUINE PARTS CO

GPC|372460105

Shares:3.2K

Value:$381.1K

% of Portfolio:0.0% ($381.1K/$1.2B)

98149E303

Shares:6.1K

Value:$377.8K

% of Portfolio:0.0% ($377.8K/$1.2B)

Bank of New York Mellon Corp

BK|064058100

Shares:4.5K

Value:$377.1K

% of Portfolio:0.0% ($377.1K/$1.2B)

SIRIUS XM HOLDINGS INC.

SIRI|829933100

Shares:16.7K

Value:$376.3K

% of Portfolio:0.0% ($376.3K/$1.2B)

Targa Resources Corp.

TRGP|87612G101

Shares:1.9K

Value:$375.3K

% of Portfolio:0.0% ($375.3K/$1.2B)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:1.7K

Value:$375.3K

% of Portfolio:0.0% ($375.3K/$1.2B)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:1.5K

Value:$375.1K

% of Portfolio:0.0% ($375.1K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
UNILEVER PLC(ULcusip904767704)	7.1K	QoQ 0.00% (+0) YoY -12.51% (-1.0K)	All Managers (Combined)	$421.2K	0.0% ($421.2K/$1.2B)	QoQ +5.02% (+$20.2K) YoY +3.79% (-$15.4K)
(cusip67092P870)✕	18.7K	QoQ +4.61% (+825) YoY NEW(+18.7K)	All Managers (Combined)	$415.2K	0.0% ($415.2K/$1.2B)	QoQ +6.55% (+$25.5K) YoY NEW(+$415.2K)
NOVARTIS AG(NVScusip66987V109)	3.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$408.1K	0.0% ($408.1K/$1.2B)	QoQ +14.56% (+$51.9K) YoY +15.24% (+$54.0K)
(ESGUcusip46435G425)	3.3K	QoQ 0.00% (-0) YoY -53.90% (-3.9K)	All Managers (Combined)	$406.7K	0.0% ($406.7K/$1.2B)	QoQ -5.36% (-$23.1K) YoY -51.11% (-$425.3K)
SUN LIFE FINANCIAL INC(SLFcusip866796105)	7.0K	QoQ -21.47% (-1.9K) YoY 0.00% (+0)	All Managers (Combined)	$399.8K	0.0% ($399.8K/$1.2B)	QoQ -24.22% (-$127.8K) YoY +4.91% (+$18.7K)
(cusip92206C813)✕	5.2K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$394.4K	0.0% ($394.4K/$1.2B)	QoQ +1.51% (+$5.9K) YoY -2.96% (-$12.1K)
UNITED STATES LIME & MINERALS INC(USLMcusip911922102)	4.5K	QoQ -19.45% (-1.1K) YoY +191.80% (-2.9K)	All Managers (Combined)	$393.3K	0.0% ($393.3K/$1.2B)	QoQ -46.37% (-$340.1K) YoY -13.49% (-$61.4K)
SYSCO CORP(SYYcusip871829107)	5.2K	QoQ -6.69% (-376) YoY -9.81% (-570)	All Managers (Combined)	$393.0K	0.0% ($393.0K/$1.2B)	QoQ -8.42% (-$36.2K) YoY -16.62% (-$78.4K)
(cusip92647X830)✕	11.3K	QoQ NEW(+11.3K) YoY NEW(+11.3K)	All Managers (Combined)	$388.6K	0.0% ($388.6K/$1.2B)	QoQ NEW(+$388.6K) YoY NEW(+$388.6K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	3.5K	QoQ -25.74% (-1.2K) YoY -25.55% (-1.2K)	All Managers (Combined)	$386.8K	0.0% ($386.8K/$1.2B)	QoQ -35.21% (-$210.3K) YoY -44.90% (-$315.2K)
BECTON DICKINSON & CO(BDXcusip075887109)	1.7K	QoQ +8.93% (+138) YoY +59.88% (+630)	All Managers (Combined)	$385.3K	0.0% ($385.3K/$1.2B)	QoQ +9.99% (+$35.0K) YoY +47.98% (+$124.9K)
YUM BRANDS INC(YUMcusip988498101)	2.4K	QoQ +4.89% (+114) YoY +4.57% (+107)	All Managers (Combined)	$384.6K	0.0% ($384.6K/$1.2B)	QoQ +23.03% (+$72.0K) YoY +18.69% (+$60.6K)
(cusip46436E767)✕	8.2K	QoQ -17.76% (-1.8K) YoY NEW(+8.2K)	All Managers (Combined)	$383.3K	0.0% ($383.3K/$1.2B)	QoQ -22.81% (-$113.3K) YoY NEW(+$383.3K)
GENUINE PARTS CO(GPCcusip372460105)	3.2K	QoQ -4.30% (-144) YoY -0.21% (-7)	All Managers (Combined)	$381.1K	0.0% ($381.1K/$1.2B)	QoQ -2.35% (-$9.2K) YoY -23.26% (-$115.6K)
(cusip98149E303)✕	6.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$377.8K	0.0% ($377.8K/$1.2B)	QoQ +19.04% (+$60.4K) YoY +40.49% (+$108.9K)
Bank of New York Mellon Corp(BKcusip064058100)	4.5K	QoQ +0.22% (+10) YoY +11.98% (+481)	All Managers (Combined)	$377.1K	0.0% ($377.1K/$1.2B)	QoQ +9.40% (+$32.4K) YoY +62.99% (+$145.7K)
SIRIUS XM HOLDINGS INC.(SIRIcusip829933100)	16.7K	QoQ -0.05% (-10) YoY NEW(+16.7K)	All Managers (Combined)	$376.3K	0.0% ($376.3K/$1.2B)	QoQ -1.17% (-$4.5K) YoY NEW(+$376.3K)
Targa Resources Corp.(TRGPcusip87612G101)	1.9K	QoQ +6.60% (+116) YoY NEW(+1.9K)	All Managers (Combined)	$375.3K	0.0% ($375.3K/$1.2B)	QoQ +19.72% (+$61.8K) YoY NEW(+$375.3K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	1.7K	QoQ +0.40% (+7) YoY +20.29% (+291)	All Managers (Combined)	$375.3K	0.0% ($375.3K/$1.2B)	QoQ +19.11% (+$60.2K) YoY +32.40% (+$91.8K)
BROADRIDGE FINANCIAL SOLUTIONS, INC.(BRcusip11133T103)	1.5K	QoQ +0.19% (+3) YoY +3.13% (+47)	All Managers (Combined)	$375.1K	0.0% ($375.1K/$1.2B)	QoQ +7.44% (+$26.0K) YoY +22.06% (+$67.8K)