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:

Search and click to pin securities to the top

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ALLSTATE CORP

ALL|020002101

Shares:1.5K

Value:$312.3K

% of Portfolio:0.0% ($312.3K/$1.2B)

Sarepta Therapeutics, Inc.

SRPT|803607100

Shares:4.9K

Value:$310.4K

% of Portfolio:0.0% ($310.4K/$1.2B)

Sanofi

SNY|80105N105

Shares:5.6K

Value:$309.3K

% of Portfolio:0.0% ($309.3K/$1.2B)

92204A405

VFH|92204A405

Shares:2.6K

Value:$308.1K

% of Portfolio:0.0% ($308.1K/$1.2B)

Phillips 66

PSX|718546104

Shares:2.5K

Value:$307.0K

% of Portfolio:0.0% ($307.0K/$1.2B)

HUMANA INC

HUM|444859102

Shares:1.2K

Value:$305.3K

% of Portfolio:0.0% ($305.3K/$1.2B)

Vulcan Materials CO

VMC|929160109

Shares:1.3K

Value:$303.3K

% of Portfolio:0.0% ($303.3K/$1.2B)

COMFORT SYSTEMS USA INC

FIX|199908104

Shares:937

Value:$302.0K

% of Portfolio:0.0% ($302.0K/$1.2B)

M&T BANK CORP

MTB|55261F104

Shares:1.7K

Value:$300.7K

% of Portfolio:0.0% ($300.7K/$1.2B)

922908595

VBK|922908595

Shares:1.2K

Value:$300.4K

% of Portfolio:0.0% ($300.4K/$1.2B)

Fidelity National Financial, Inc.

FNF|31620R303

Shares:4.6K

Value:$297.0K

% of Portfolio:0.0% ($297.0K/$1.2B)

CROWN CASTLE INC.

CCI|22822V101

Shares:2.8K

Value:$296.7K

% of Portfolio:0.0% ($296.7K/$1.2B)

92204A207

Shares:1.4K

Value:$296.5K

% of Portfolio:0.0% ($296.5K/$1.2B)

NIKE, Inc.

NKE|654106103

Shares:4.6K

Value:$294.5K

% of Portfolio:0.0% ($294.5K/$1.2B)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:3.8K

Value:$294.2K

% of Portfolio:0.0% ($294.2K/$1.2B)

Woodward, Inc.

WWD|980745103

Shares:1.6K

Value:$294.2K

% of Portfolio:0.0% ($294.2K/$1.2B)

46137V738

Shares:4.9K

Value:$293.9K

% of Portfolio:0.0% ($293.9K/$1.2B)

Kraft Heinz Co

KHC|500754106

Shares:9.6K

Value:$291.1K

% of Portfolio:0.0% ($291.1K/$1.2B)

COPART INC

CPRT|217204106

Shares:5.1K

Value:$289.5K

% of Portfolio:0.0% ($289.5K/$1.2B)

HP INC

HPQ|40434L105

Shares:10.4K

Value:$288.6K

% of Portfolio:0.0% ($288.6K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
ALLSTATE CORP(ALLcusip020002101)	1.5K	QoQ +12.78% (+171) YoY NEW(+1.5K)	All Managers (Combined)	$312.3K	0.0% ($312.3K/$1.2B)	QoQ +21.14% (+$54.5K) YoY NEW(+$312.3K)
Sarepta Therapeutics, Inc.(SRPTcusip803607100)	4.9K	QoQ +18.84% (-771) YoY NEW(+4.9K)	All Managers (Combined)	$310.4K	0.0% ($310.4K/$1.2B)	QoQ -37.62% (-$187.2K) YoY NEW(+$310.4K)
Sanofi(SNYcusip80105N105)	5.6K	QoQ -10.00% (-620) YoY -18.65% (-1.3K)	All Managers (Combined)	$309.3K	0.0% ($309.3K/$1.2B)	QoQ +3.48% (-$10.4K) YoY -7.17% (-$23.9K)
(VFHcusip92204A405)	2.6K	QoQ -19.10% (-609) YoY -54.89% (-3.1K)	All Managers (Combined)	$308.1K	0.0% ($308.1K/$1.2B)	QoQ -18.14% (-$68.3K) YoY -47.37% (-$277.4K)
Phillips 66(PSXcusip718546104)	2.5K	QoQ -7.37% (-198) YoY -5.33% (-140)	All Managers (Combined)	$307.0K	0.0% ($307.0K/$1.2B)	QoQ +0.38% (-$1.2K) YoY -28.43% (-$122.0K)
HUMANA INC(HUMcusip444859102)	1.2K	QoQ +5.77% (+63) YoY +16.80% (-166)	All Managers (Combined)	$305.3K	0.0% ($305.3K/$1.2B)	QoQ +10.31% (+$28.6K) YoY -10.86% (-$37.2K)
Vulcan Materials CO(VMCcusip929160109)	1.3K	QoQ +11.20% (+131) YoY +16.59% (-185)	All Managers (Combined)	$303.3K	0.0% ($303.3K/$1.2B)	QoQ +0.86% (+$2.6K) YoY -0.33% (-$1.0K)
COMFORT SYSTEMS USA INC(FIXcusip199908104)	937	QoQ -5.73% (-57) YoY -34.97% (-504)	All Managers (Combined)	$302.0K	0.0% ($302.0K/$1.2B)	QoQ -28.34% (-$119.5K) YoY -34.03% (-$155.8K)
M&T BANK CORP(MTBcusip55261F104)	1.7K	QoQ +10.00% (+153) YoY +20.48% (+286)	All Managers (Combined)	$300.7K	0.0% ($300.7K/$1.2B)	QoQ +4.58% (+$13.2K) YoY +48.08% (+$97.6K)
(VBKcusip922908595)	1.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$300.4K	0.0% ($300.4K/$1.2B)	QoQ -10.10% (-$33.8K) YoY -3.43% (-$10.7K)
Fidelity National Financial, Inc.(FNFcusip31620R303)	4.6K	QoQ -41.14% (-3.2K) YoY -39.16% (-2.9K)	All Managers (Combined)	$297.0K	0.0% ($297.0K/$1.2B)	QoQ -31.76% (-$138.3K) YoY -25.43% (-$101.3K)
CROWN CASTLE INC.(CCIcusip22822V101)	2.8K	QoQ -70.75% (-6.9K) YoY -72.88% (-7.7K)	All Managers (Combined)	$296.7K	0.0% ($296.7K/$1.2B)	QoQ -66.41% (-$586.7K) YoY -73.29% (-$814.2K)
(cusip92204A207)✕	1.4K	QoQ +0.07% (+1) YoY -27.34% (-510)	All Managers (Combined)	$296.5K	0.0% ($296.5K/$1.2B)	QoQ +3.61% (+$10.3K) YoY -22.11% (-$84.2K)
NIKE, Inc.(NKEcusip654106103)	4.6K	QoQ -13.52% (-726) YoY -10.26% (-531)	All Managers (Combined)	$294.5K	0.0% ($294.5K/$1.2B)	QoQ -27.45% (-$111.5K) YoY -39.38% (-$191.4K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	3.8K	QoQ -0.76% (-29) YoY -18.39% (-847)	All Managers (Combined)	$294.2K	0.0% ($294.2K/$1.2B)	QoQ +4.96% (-$13.9K) YoY -11.68% (-$38.9K)
Woodward, Inc.(WWDcusip980745103)	1.6K	QoQ +5.84% (+89) YoY NEW(+1.6K)	All Managers (Combined)	$294.2K	0.0% ($294.2K/$1.2B)	QoQ +16.06% (+$40.7K) YoY NEW(+$294.2K)
(cusip46137V738)✕	4.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$293.9K	0.0% ($293.9K/$1.2B)	QoQ +4.63% (+$13.0K) YoY +4.99% (+$14.0K)
Kraft Heinz Co(KHCcusip500754106)	9.6K	QoQ -17.88% (-2.1K) YoY +3.01% (-280)	All Managers (Combined)	$291.1K	0.0% ($291.1K/$1.2B)	QoQ -18.62% (-$66.6K) YoY -15.05% (-$51.6K)
COPART INC(CPRTcusip217204106)	5.1K	QoQ -1.08% (-56) YoY +4.11% (+202)	All Managers (Combined)	$289.5K	0.0% ($289.5K/$1.2B)	QoQ -2.46% (-$7.3K) YoY +1.71% (+$4.9K)
HP INC(HPQcusip40434L105)	10.4K	QoQ +1.08% (-112) YoY +48.72% (+3.4K)	All Managers (Combined)	$288.6K	0.0% ($288.6K/$1.2B)	QoQ -14.21% (-$47.8K) YoY +36.27% (+$76.8K)