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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ADOBE INC.

ADBE|00724F101

Shares:750

Value:$287.7K

% of Portfolio:0.0% ($287.7K/$1.2B)

CVS HEALTH Corp

CVS|126650100

Shares:4.2K

Value:$286.3K

% of Portfolio:0.0% ($286.3K/$1.2B)

45782C680

Shares:7.4K

Value:$278.1K

% of Portfolio:0.0% ($278.1K/$1.2B)

CARNIVAL CORP

CCL|143658300

Shares:14.2K

Value:$277.6K

% of Portfolio:0.0% ($277.6K/$1.2B)

45782C540

Shares:7.4K

Value:$277.0K

% of Portfolio:0.0% ($277.0K/$1.2B)

ZILLOW GROUP, INC.

Z|98954M200

Shares:4.0K

Value:$277.0K

% of Portfolio:0.0% ($277.0K/$1.2B)

464288570

Shares:2.7K

Value:$275.9K

% of Portfolio:0.0% ($275.9K/$1.2B)

CORNING INC /NY

GLW|219350105

Shares:6.0K

Value:$275.0K

% of Portfolio:0.0% ($275.0K/$1.2B)

Krystal Biotech, Inc.

KRYS|501147102

Shares:1.5K

Value:$273.2K

% of Portfolio:0.0% ($273.2K/$1.2B)

92204A306

VDE|92204A306

Shares:2.1K

Value:$272.7K

% of Portfolio:0.0% ($272.7K/$1.2B)

EQUITY RESIDENTIAL

EQR|29476L107

Shares:3.7K

Value:$266.6K

% of Portfolio:0.0% ($266.6K/$1.2B)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:2.6K

Value:$265.8K

% of Portfolio:0.0% ($265.8K/$1.2B)

APTARGROUP, INC.

ATR|038336103

Shares:1.8K

Value:$262.8K

% of Portfolio:0.0% ($262.8K/$1.2B)

921910733

ESGV|921910733

Shares:2.7K

Value:$259.7K

% of Portfolio:0.0% ($259.7K/$1.2B)

33739E108

Shares:14.7K

Value:$259.1K

% of Portfolio:0.0% ($259.1K/$1.2B)

Booking Holdings Inc.

BKNG|09857L108

Shares:56

Value:$258.0K

% of Portfolio:0.0% ($258.0K/$1.2B)

MCKESSON CORP

MCK|58155Q103

Shares:382

Value:$257.1K

% of Portfolio:0.0% ($257.1K/$1.2B)

MSA Safety Inc

MSA|553498106

Shares:1.8K

Value:$257.0K

% of Portfolio:0.0% ($257.0K/$1.2B)

Constellation Energy Corp

CEG|21037T109

Shares:1.3K

Value:$254.5K

% of Portfolio:0.0% ($254.5K/$1.2B)

CRH PUBLIC LTD CO

CRH|G25508105

Shares:2.9K

Value:$252.9K

% of Portfolio:0.0% ($252.9K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
ADOBE INC.(ADBEcusip00724F101)	750	QoQ +9.64% (-66) YoY +12.78% (-85)	All Managers (Combined)	$287.7K	0.0% ($287.7K/$1.2B)	QoQ -5.42% (-$16.5K) YoY -14.28% (-$47.9K)
CVS HEALTH Corp(CVScusip126650100)	4.2K	QoQ NEW(+4.2K) YoY +18.54% (+661)	All Managers (Combined)	$286.3K	0.0% ($286.3K/$1.2B)	QoQ NEW(+$286.3K) YoY +0.68% (+$1.9K)
(cusip45782C680)✕	7.4K	QoQ +3.98% (+282) YoY +0.96% (+70)	All Managers (Combined)	$278.1K	0.0% ($278.1K/$1.2B)	QoQ +2.03% (+$5.6K) YoY +7.80% (+$20.1K)
CARNIVAL CORP(CCLcusip143658300)	14.2K	QoQ -4.69% (-700) YoY +17.08% (+2.1K)	All Managers (Combined)	$277.6K	0.0% ($277.6K/$1.2B)	QoQ -25.30% (-$94.1K) YoY +39.94% (+$79.3K)
(cusip45782C540)✕	7.4K	QoQ 0.00% (-0) YoY -32.41% (-3.5K)	All Managers (Combined)	$277.0K	0.0% ($277.0K/$1.2B)	QoQ -2.13% (-$6.0K) YoY -30.56% (-$122.0K)
ZILLOW GROUP, INC.(Zcusip98954M200)	4.0K	QoQ 0.00% (-0) YoY NEW(+4.0K)	All Managers (Combined)	$277.0K	0.0% ($277.0K/$1.2B)	QoQ -7.41% (-$22.2K) YoY NEW(+$277.0K)
(cusip464288570)✕	2.7K	QoQ -23.91% (-847) YoY NEW(+2.7K)	All Managers (Combined)	$275.9K	0.0% ($275.9K/$1.2B)	QoQ -29.33% (-$114.5K) YoY NEW(+$275.9K)
CORNING INC /NY(GLWcusip219350105)	6.0K	QoQ +1.77% (-105) YoY -5.05% (-320)	All Managers (Combined)	$275.0K	0.0% ($275.0K/$1.2B)	QoQ -1.94% (-$5.5K) YoY +31.87% (-$66.5K)
Krystal Biotech, Inc.(KRYScusip501147102)	1.5K	QoQ +6.69% (+95) YoY NEW(+1.5K)	All Managers (Combined)	$273.2K	0.0% ($273.2K/$1.2B)	QoQ +22.79% (+$50.7K) YoY NEW(+$273.2K)
(VDEcusip92204A306)	2.1K	QoQ 0.00% (+0) YoY -12.48% (-300)	All Managers (Combined)	$272.7K	0.0% ($272.7K/$1.2B)	QoQ +6.92% (+$17.7K) YoY -13.80% (-$43.7K)
EQUITY RESIDENTIAL(EQRcusip29476L107)	3.7K	QoQ -1.97% (-75) YoY NEW(+3.7K)	All Managers (Combined)	$266.6K	0.0% ($266.6K/$1.2B)	QoQ -2.22% (-$6.1K) YoY NEW(+$266.6K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$265.8K	0.0% ($265.8K/$1.2B)	QoQ NEW(+$265.8K) YoY NEW(+$265.8K)
APTARGROUP, INC.(ATRcusip038336103)	1.8K	QoQ -1.77% (-32) YoY -1.77% (-32)	All Managers (Combined)	$262.8K	0.0% ($262.8K/$1.2B)	QoQ -7.22% (-$20.5K) YoY +1.29% (-$3.3K)
(ESGVcusip921910733)	2.7K	QoQ -17.92% (-579) YoY NEW(+2.7K)	All Managers (Combined)	$259.7K	0.0% ($259.7K/$1.2B)	QoQ -23.35% (-$79.1K) YoY NEW(+$259.7K)
(cusip33739E108)✕	14.7K	QoQ +0.21% (-31) YoY +0.84% (+123)	All Managers (Combined)	$259.1K	0.0% ($259.1K/$1.2B)	QoQ -0.40% (-$1.1K) YoY +2.41% (+$6.1K)
Booking Holdings Inc.(BKNGcusip09857L108)	56	QoQ -1.75% (-1) YoY NEW(+56)	All Managers (Combined)	$258.0K	0.0% ($258.0K/$1.2B)	QoQ -8.95% (-$25.4K) YoY NEW(+$258.0K)
MCKESSON CORP(MCKcusip58155Q103)	382	QoQ -0.52% (-2) YoY NEW(+382)	All Managers (Combined)	$257.1K	0.0% ($257.1K/$1.2B)	QoQ +17.47% (-$38.2K) YoY NEW(+$257.1K)
MSA Safety Inc(MSAcusip553498106)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$257.0K	0.0% ($257.0K/$1.2B)	QoQ NEW(+$257.0K) YoY NEW(+$257.0K)
Constellation Energy Corp(CEGcusip21037T109)	1.3K	QoQ -5.89% (-79) YoY NEW(+1.3K)	All Managers (Combined)	$254.5K	0.0% ($254.5K/$1.2B)	QoQ -15.17% (-$45.5K) YoY NEW(+$254.5K)
CRH PUBLIC LTD CO(CRHcusipG25508105)	2.9K	QoQ +1.37% (-39) YoY -22.29% (-825)	All Managers (Combined)	$252.9K	0.0% ($252.9K/$1.2B)	QoQ -3.61% (-$9.5K) YoY -20.75% (-$66.2K)