Sound-View-Wealth-Advisors-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
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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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S&P Global Inc.

SPGI|78409V104

Shares:735

Value:$373.7K

% of Portfolio:0.0% ($373.7K/$1.2B)

SYNOVUS FINANCIAL CORP

SNV|87161C501

Shares:7.9K

Value:$371.2K

% of Portfolio:0.0% ($371.2K/$1.2B)

DANAHER CORP /DE/

DHR|235851102

Shares:1.8K

Value:$370.4K

% of Portfolio:0.0% ($370.4K/$1.2B)

British American Tobacco p.l.c.

BTI|110448107

Shares:8.9K

Value:$368.9K

% of Portfolio:0.0% ($368.9K/$1.2B)

464287150

ITOT|464287150

Shares:3.0K

Value:$368.0K

% of Portfolio:0.0% ($368.0K/$1.2B)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

Shares:1.4K

Value:$364.2K

% of Portfolio:0.0% ($364.2K/$1.2B)

FORD MOTOR CO

F|345370860

Shares:36.2K

Value:$362.9K

% of Portfolio:0.0% ($362.9K/$1.2B)

464288810

Shares:6.0K

Value:$359.6K

% of Portfolio:0.0% ($359.6K/$1.2B)

Edwards Lifesciences Corp

EW|28176E108

Shares:4.9K

Value:$356.2K

% of Portfolio:0.0% ($356.2K/$1.2B)

92206C409

Shares:4.4K

Value:$349.1K

% of Portfolio:0.0% ($349.1K/$1.2B)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:1.9K

Value:$347.3K

% of Portfolio:0.0% ($347.3K/$1.2B)

464287291

Shares:4.5K

Value:$340.8K

% of Portfolio:0.0% ($340.8K/$1.2B)

CARDINAL HEALTH INC

CAH|14149Y108

Shares:2.5K

Value:$337.9K

% of Portfolio:0.0% ($337.9K/$1.2B)

CUMMINS INC

CMI|231021106

Shares:1.1K

Value:$337.7K

% of Portfolio:0.0% ($337.7K/$1.2B)

WEYERHAEUSER CO

WY|962166104

Shares:11.4K

Value:$335.0K

% of Portfolio:0.0% ($335.0K/$1.2B)

FEDEX CORP

FDX|31428X106

Shares:1.3K

Value:$327.8K

% of Portfolio:0.0% ($327.8K/$1.2B)

GE Vernova Inc.

GEV|36828A101

Shares:1.1K

Value:$325.7K

% of Portfolio:0.0% ($325.7K/$1.2B)

Kiniksa Pharmaceuticals International, plc

KNSA|G52694109

Shares:14.7K

Value:$325.5K

% of Portfolio:0.0% ($325.5K/$1.2B)

CURTISS WRIGHT CORP

CW|231561101

Shares:1.0K

Value:$322.0K

% of Portfolio:0.0% ($322.0K/$1.2B)

Evergy, Inc.

EVRG|30034W106

Shares:4.6K

Value:$315.2K

% of Portfolio:0.0% ($315.2K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
S&P Global Inc.(SPGIcusip78409V104)	735	QoQ +45.54% (+230) YoY +34.36% (+188)	All Managers (Combined)	$373.7K	0.0% ($373.7K/$1.2B)	QoQ +48.56% (+$122.2K) YoY +60.61% (+$141.0K)
SYNOVUS FINANCIAL CORP(SNVcusip87161C501)	7.9K	QoQ 0.00% (-0) YoY +3.12% (+241)	All Managers (Combined)	$371.2K	0.0% ($371.2K/$1.2B)	QoQ -8.76% (-$35.7K) YoY +20.32% (+$62.7K)
DANAHER CORP /DE/(DHRcusip235851102)	1.8K	QoQ +3.91% (-68) YoY +15.53% (-243)	All Managers (Combined)	$370.4K	0.0% ($370.4K/$1.2B)	QoQ -7.20% (-$28.8K) YoY -5.15% (-$20.1K)
British American Tobacco p.l.c.(BTIcusip110448107)	8.9K	QoQ +0.13% (+12) YoY +8.83% (+724)	All Managers (Combined)	$368.9K	0.0% ($368.9K/$1.2B)	QoQ +14.05% (+$45.5K) YoY +47.62% (+$119.0K)
(ITOTcusip464287150)	3.0K	QoQ 0.00% (-0) YoY NEW(+3.0K)	All Managers (Combined)	$368.0K	0.0% ($368.0K/$1.2B)	QoQ -5.13% (-$19.9K) YoY NEW(+$368.0K)
CADENCE DESIGN SYSTEMS INC(CDNScusip127387108)	1.4K	QoQ -1.78% (-26) YoY +49.16% (+472)	All Managers (Combined)	$364.2K	0.0% ($364.2K/$1.2B)	QoQ -16.86% (-$73.9K) YoY +21.87% (+$65.4K)
FORD MOTOR CO(Fcusip345370860)	36.2K	QoQ +7.83% (+2.6K) YoY -3.88% (-1.5K)	All Managers (Combined)	$362.9K	0.0% ($362.9K/$1.2B)	QoQ +9.24% (+$30.7K) YoY -27.40% (-$137.0K)
(cusip464288810)✕	6.0K	QoQ -20.51% (-1.5K) YoY +7.69% (+427)	All Managers (Combined)	$359.6K	0.0% ($359.6K/$1.2B)	QoQ -18.00% (-$79.0K) YoY +10.64% (+$34.6K)
Edwards Lifesciences Corp(EWcusip28176E108)	4.9K	QoQ +4.75% (+223) YoY +19.41% (-799)	All Managers (Combined)	$356.2K	0.0% ($356.2K/$1.2B)	QoQ +2.56% (+$8.9K) YoY -9.42% (-$37.1K)
(cusip92206C409)✕	4.4K	QoQ -1.29% (-58) YoY +3.41% (+146)	All Managers (Combined)	$349.1K	0.0% ($349.1K/$1.2B)	QoQ -0.11% (-$412) YoY +5.59% (+$18.5K)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	1.9K	QoQ +0.51% (+10) YoY +4.98% (+92)	All Managers (Combined)	$347.3K	0.0% ($347.3K/$1.2B)	QoQ +1.07% (+$3.7K) YoY +26.42% (+$72.6K)
(cusip464287291)✕	4.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$340.8K	0.0% ($340.8K/$1.2B)	QoQ -10.63% (-$40.5K) YoY +1.24% (+$4.2K)
CARDINAL HEALTH INC(CAHcusip14149Y108)	2.5K	QoQ +10.14% (+226) YoY NEW(+2.5K)	All Managers (Combined)	$337.9K	0.0% ($337.9K/$1.2B)	QoQ +28.30% (+$74.6K) YoY NEW(+$337.9K)
CUMMINS INC(CMIcusip231021106)	1.1K	QoQ +5.48% (-56) YoY +6.00% (+61)	All Managers (Combined)	$337.7K	0.0% ($337.7K/$1.2B)	QoQ -5.15% (-$18.4K) YoY +12.79% (+$38.3K)
WEYERHAEUSER CO(WYcusip962166104)	11.4K	QoQ +0.35% (+40) YoY -10.07% (-1.3K)	All Managers (Combined)	$335.0K	0.0% ($335.0K/$1.2B)	QoQ +4.37% (+$14.1K) YoY -26.67% (-$121.9K)
FEDEX CORP(FDXcusip31428X106)	1.3K	QoQ -4.40% (-62) YoY +10.51% (-128)	All Managers (Combined)	$327.8K	0.0% ($327.8K/$1.2B)	QoQ -17.21% (-$68.2K) YoY -7.08% (-$25.0K)
GE Vernova Inc.(GEVcusip36828A101)	1.1K	QoQ +11.61% (+111) YoY NEW(+1.1K)	All Managers (Combined)	$325.7K	0.0% ($325.7K/$1.2B)	QoQ +3.58% (+$11.3K) YoY NEW(+$325.7K)
Kiniksa Pharmaceuticals International, plc(KNSAcusipG52694109)	14.7K	QoQ +4.03% (+568) YoY NEW(+14.7K)	All Managers (Combined)	$325.5K	0.0% ($325.5K/$1.2B)	QoQ +16.81% (+$46.9K) YoY NEW(+$325.5K)
CURTISS WRIGHT CORP(CWcusip231561101)	1.0K	QoQ 0.00% (-0) YoY NEW(+1.0K)	All Managers (Combined)	$322.0K	0.0% ($322.0K/$1.2B)	QoQ -10.59% (-$38.2K) YoY NEW(+$322.0K)
Evergy, Inc.(EVRGcusip30034W106)	4.6K	QoQ -28.24% (-1.8K) YoY +13.59% (+547)	All Managers (Combined)	$315.2K	0.0% ($315.2K/$1.2B)	QoQ -19.62% (-$77.0K) YoY +46.72% (+$100.4K)