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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CONSTELLATION BRANDS, INC.

STZ|21036P108

Shares:1.4K

Value:$251.1K

% of Portfolio:0.0% ($251.1K/$1.2B)

Trane Technologies plc

TT|G8994E103

Shares:739

Value:$249.0K

% of Portfolio:0.0% ($249.0K/$1.2B)

ALLIANT ENERGY CORP

LNT|018802108

Shares:3.8K

Value:$243.6K

% of Portfolio:0.0% ($243.6K/$1.2B)

Main Street Capital CORP

MAIN|56035L104

Shares:4.3K

Value:$243.5K

% of Portfolio:0.0% ($243.5K/$1.2B)

THOMSON REUTERS CORP /CAN/

TRI.TO|884903808

Shares:1.4K

Value:$243.1K

% of Portfolio:0.0% ($243.1K/$1.2B)

CINTAS CORP

CTAS|172908105

Shares:1.2K

Value:$240.9K

% of Portfolio:0.0% ($240.9K/$1.2B)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:981

Value:$239.4K

% of Portfolio:0.0% ($239.4K/$1.2B)

American Water Works Company, Inc.

AWK|030420103

Shares:1.6K

Value:$238.2K

% of Portfolio:0.0% ($238.2K/$1.2B)

Sprouts Farmers Market, Inc.

SFM|85208M102

Shares:1.5K

Value:$236.1K

% of Portfolio:0.0% ($236.1K/$1.2B)

EXELON CORP

EXC|30161N101

Shares:5.1K

Value:$235.6K

% of Portfolio:0.0% ($235.6K/$1.2B)

ENBRIDGE INC

ENB|29250N105

Shares:5.3K

Value:$235.0K

% of Portfolio:0.0% ($235.0K/$1.2B)

46137V357

RSP|46137V357

Shares:1.4K

Value:$234.6K

% of Portfolio:0.0% ($234.6K/$1.2B)

SEMPRA

SRE|816851109

Shares:3.3K

Value:$234.0K

% of Portfolio:0.0% ($234.0K/$1.2B)

Datadog, Inc.

DDOG|23804L103

Shares:2.3K

Value:$231.2K

% of Portfolio:0.0% ($231.2K/$1.2B)

DTE ENERGY CO

DTE|233331107

Shares:1.7K

Value:$228.7K

% of Portfolio:0.0% ($228.7K/$1.2B)

Kenvue Inc.

KVUE|49177J102

Shares:9.3K

Value:$224.0K

% of Portfolio:0.0% ($224.0K/$1.2B)

TotalEnergies SE

TTE|89151E109

Shares:3.4K

Value:$219.6K

% of Portfolio:0.0% ($219.6K/$1.2B)

MCCORMICK & CO INC

MKC|579780206

Shares:2.6K

Value:$216.9K

% of Portfolio:0.0% ($216.9K/$1.2B)

SS&C Technologies Holdings Inc

SSNC|78467J100

Shares:2.6K

Value:$216.8K

% of Portfolio:0.0% ($216.8K/$1.2B)

ACRES Commercial Realty Corp.

ACR|00489Q102

Shares:10.0K

Value:$216.7K

% of Portfolio:0.0% ($216.7K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
CONSTELLATION BRANDS, INC.(STZcusip21036P108)	1.4K	QoQ +29.91% (+315) YoY +69.09% (+559)	All Managers (Combined)	$251.1K	0.0% ($251.1K/$1.2B)	QoQ +7.91% (+$18.4K) YoY +14.19% (+$31.2K)
Trane Technologies plc(TTcusipG8994E103)	739	QoQ +21.14% (+129) YoY NEW(+739)	All Managers (Combined)	$249.0K	0.0% ($249.0K/$1.2B)	QoQ +10.51% (+$23.7K) YoY NEW(+$249.0K)
ALLIANT ENERGY CORP(LNTcusip018802108)	3.8K	QoQ +0.13% (+5) YoY NEW(+3.8K)	All Managers (Combined)	$243.6K	0.0% ($243.6K/$1.2B)	QoQ +8.95% (+$20.0K) YoY NEW(+$243.6K)
Main Street Capital CORP(MAINcusip56035L104)	4.3K	QoQ +2.42% (-102) YoY NEW(+4.3K)	All Managers (Combined)	$243.5K	0.0% ($243.5K/$1.2B)	QoQ -1.10% (-$2.7K) YoY NEW(+$243.5K)
THOMSON REUTERS CORP /CAN/(TRI.TOcusip884903808)	1.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$243.1K	0.0% ($243.1K/$1.2B)	QoQ +7.73% (+$17.4K) YoY +10.87% (+$23.8K)
CINTAS CORP(CTAScusip172908105)	1.2K	QoQ +6.15% (+68) YoY NEW(+1.2K)	All Managers (Combined)	$240.9K	0.0% ($240.9K/$1.2B)	QoQ +19.40% (+$39.1K) YoY NEW(+$240.9K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	981	QoQ +3.37% (+32) YoY NEW(+981)	All Managers (Combined)	$239.4K	0.0% ($239.4K/$1.2B)	QoQ +18.76% (+$37.8K) YoY NEW(+$239.4K)
American Water Works Company, Inc.(AWKcusip030420103)	1.6K	QoQ -15.66% (-300) YoY -12.65% (-234)	All Managers (Combined)	$238.2K	0.0% ($238.2K/$1.2B)	QoQ -0.06% (-$153) YoY +5.43% (-$12.3K)
Sprouts Farmers Market, Inc.(SFMcusip85208M102)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$236.1K	0.0% ($236.1K/$1.2B)	QoQ NEW(+$236.1K) YoY NEW(+$236.1K)
EXELON CORP(EXCcusip30161N101)	5.1K	QoQ -9.83% (-558) YoY NEW(+5.1K)	All Managers (Combined)	$235.6K	0.0% ($235.6K/$1.2B)	QoQ +10.37% (-$22.2K) YoY NEW(+$235.6K)
ENBRIDGE INC(ENBcusip29250N105)	5.3K	QoQ +4.80% (+243) YoY -4.27% (-237)	All Managers (Combined)	$235.0K	0.0% ($235.0K/$1.2B)	QoQ +9.44% (+$20.3K) YoY +17.23% (-$34.5K)
(RSPcusip46137V357)	1.4K	QoQ +0.37% (-5) YoY NEW(+1.4K)	All Managers (Combined)	$234.6K	0.0% ($234.6K/$1.2B)	QoQ -0.76% (-$1.8K) YoY NEW(+$234.6K)
SEMPRA(SREcusip816851109)	3.3K	QoQ -13.34% (-505) YoY NEW(+3.3K)	All Managers (Combined)	$234.0K	0.0% ($234.0K/$1.2B)	QoQ -29.50% (-$97.9K) YoY NEW(+$234.0K)
Datadog, Inc.(DDOGcusip23804L103)	2.3K	QoQ 0.00% (-0) YoY +27.32% (+500)	All Managers (Combined)	$231.2K	0.0% ($231.2K/$1.2B)	QoQ -30.56% (-$101.8K) YoY +2.19% (+$5.0K)
DTE ENERGY CO(DTEcusip233331107)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$228.7K	0.0% ($228.7K/$1.2B)	QoQ NEW(+$228.7K) YoY NEW(+$228.7K)
Kenvue Inc.(KVUEcusip49177J102)	9.3K	QoQ -6.44% (-644) YoY NEW(+9.3K)	All Managers (Combined)	$224.0K	0.0% ($224.0K/$1.2B)	QoQ +5.07% (-$10.8K) YoY NEW(+$224.0K)
TotalEnergies SE(TTEcusip89151E109)	3.4K	QoQ NEW(+3.4K) YoY +2.81% (-93)	All Managers (Combined)	$219.6K	0.0% ($219.6K/$1.2B)	QoQ NEW(+$219.6K) YoY -3.36% (-$7.7K)
MCCORMICK & CO INC(MKCcusip579780206)	2.6K	QoQ -7.31% (-208) YoY NEW(+2.6K)	All Managers (Combined)	$216.9K	0.0% ($216.9K/$1.2B)	QoQ +0.07% (-$165) YoY NEW(+$216.9K)
SS&C Technologies Holdings Inc(SSNCcusip78467J100)	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$216.8K	0.0% ($216.8K/$1.2B)	QoQ NEW(+$216.8K) YoY NEW(+$216.8K)
ACRES Commercial Realty Corp.(ACRcusip00489Q102)	10.0K	QoQ -9.09% (-1.0K) YoY NEW(+10.0K)	All Managers (Combined)	$216.7K	0.0% ($216.7K/$1.2B)	QoQ +21.98% (-$39.0K) YoY NEW(+$216.7K)