Sound-View-Wealth-Advisors-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "KNSA",
  "KRYS",
  "JAZZ",
  null,
  null,
  null,
  null,
  "CCCS",
  null,
  null,
  null,
  null,
  null,
  null,
  "HUM",
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  null,
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  "APD",
  "MAIN",
  null,
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  null,
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  "T",
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  "AVGO",
  "LOW",
  "CP.TO",
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  "WRB",
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  null,
  null,
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  "COF",
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  null,
  null,
  null,
  "LNC",
  null,
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  "D",
  null,
  null,
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  "FITB",
  "GD",
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  "HON",
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  null,
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  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
  "IVW",
  null,
  "PRK",
  "IJH",
  null,
  null,
  null,
  "MYI",
  null,
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  "LIN",
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  null,
  null,
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  null,
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  null,
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  null,
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  "VZ",
  null,
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  null,
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  null,
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  null,
  null,
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  "O",
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  null,
  null,
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  "VO",
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  null,
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  null,
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  null,
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  "EW",
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  null,
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  null,
  "AFL",
  "AMD",
  "SONY",
  "DRI",
  "WSO",
  "F",
  "WEC",
  "EQR",
  "DEO",
  "WM",
  "IWP",
  "IWR",
  "WCN",
  "EFX",
  "CAH",
  "AEP",
  "FHI",
  null,
  "RACE",
  "PEG",
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  "AMZN",
  null,
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  null,
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  "HII",
  null,
  null,
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  null,
  null,
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  null,
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  "ESGV",
  "VUG",
  "VFH",
  "VEA",
  null,
  null,
  "VOOG",
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  "BND",
  "VBR",
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  "VOO",
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  "WMT",
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  "WMB",
  "WWD",
  "XEL",
  "YUM",
  "Z",
  "LNT",
  "DTE",
  "FNF",
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  "SCHD",
  "ET",
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  null,
  null,
  "NXPI",
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  "SO",
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  null,
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  null,
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  "ESGU",
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  "STLA",
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  null,
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  "CARR",
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  "CVX",
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  "CSCO",
  "C",
  "CME",
  "KO",
  "FIX",
  "CMCSA",
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  "ED",
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  "CVS",
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  "DE",
  null,
  null,
  "DLR",
  "RSP",
  null,
  "EFA",
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  "VMC",
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  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "AWK",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "ZTS"
]

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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46137V241

Shares:217.3K

Value:$14.4M

% of Portfolio:1.2% ($14.4M/$1.2B)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:30.4K

Value:$14.2M

% of Portfolio:1.2% ($14.2M/$1.2B)

92204A702

VGT|92204A702

Shares:26.1K

Value:$14.1M

% of Portfolio:1.2% ($14.1M/$1.2B)

46436E312

Shares:543.3K

Value:$13.6M

% of Portfolio:1.1% ($13.6M/$1.2B)

HOME DEPOT, INC.

HD|437076102

Shares:35.8K

Value:$13.1M

% of Portfolio:1.1% ($13.1M/$1.2B)

JOHNSON & JOHNSON

JNJ|478160104

Shares:70.1K

Value:$11.6M

% of Portfolio:1.0% ($11.6M/$1.2B)

AbbVie Inc.

ABBV|00287Y109

Shares:54.9K

Value:$11.5M

% of Portfolio:1.0% ($11.5M/$1.2B)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:19.4K

Value:$10.8M

% of Portfolio:0.9% ($10.8M/$1.2B)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:25.0K

Value:$10.5M

% of Portfolio:0.9% ($10.5M/$1.2B)

46436E866

Shares:448.0K

Value:$10.5M

% of Portfolio:0.9% ($10.5M/$1.2B)

Alphabet Inc.

GOOG|02079K107

Shares:64.8K

Value:$10.1M

% of Portfolio:0.8% ($10.1M/$1.2B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:18.7K

Value:$10.0M

% of Portfolio:0.8% ($10.0M/$1.2B)

46434V621

DGRO|46434V621

Shares:156.3K

Value:$9.7M

% of Portfolio:0.8% ($9.7M/$1.2B)

AMGEN INC

AMGN|031162100

Shares:29.2K

Value:$9.1M

% of Portfolio:0.8% ($9.1M/$1.2B)

Walmart Inc.

WMT|931142103

Shares:101.5K

Value:$8.9M

% of Portfolio:0.7% ($8.9M/$1.2B)

Broadcom Inc.

AVGO|11135F101

Shares:51.0K

Value:$8.5M

% of Portfolio:0.7% ($8.5M/$1.2B)

SOUTHERN CO

SO|842587107

Shares:92.1K

Value:$8.5M

% of Portfolio:0.7% ($8.5M/$1.2B)

COCA COLA CO

KO|191216100

Shares:118.3K

Value:$8.5M

% of Portfolio:0.7% ($8.5M/$1.2B)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:247.8K

Value:$8.5M

% of Portfolio:0.7% ($8.5M/$1.2B)

81369Y803

XLK|81369Y803

Shares:40.9K

Value:$8.4M

% of Portfolio:0.7% ($8.4M/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46137V241)✕	217.3K	QoQ +1.75% (+3.8K) YoY +37.29% (+59.0K)	All Managers (Combined)	$14.4M	1.2% ($14.4M/$1.2B)	QoQ +0.71% (+$101.7K) YoY +50.74% (+$4.9M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	30.4K	QoQ -1.83% (-566) YoY +23.31% (+5.7K)	All Managers (Combined)	$14.2M	1.2% ($14.2M/$1.2B)	QoQ -9.95% (-$1.6M) YoY +30.22% (+$3.3M)
(VGTcusip92204A702)	26.1K	QoQ -4.16% (-1.1K) YoY +13.66% (+3.1K)	All Managers (Combined)	$14.1M	1.2% ($14.1M/$1.2B)	QoQ -16.40% (-$2.8M) YoY +17.57% (+$2.1M)
(cusip46436E312)✕	543.3K	QoQ +81.67% (+244.2K) YoY NEW(+543.3K)	All Managers (Combined)	$13.6M	1.1% ($13.6M/$1.2B)	QoQ +84.70% (+$6.2M) YoY NEW(+$13.6M)
HOME DEPOT, INC.(HDcusip437076102)	35.8K	QoQ +0.91% (-326) YoY +17.53% (+5.3K)	All Managers (Combined)	$13.1M	1.1% ($13.1M/$1.2B)	QoQ -4.91% (-$678.6K) YoY +12.28% (+$1.4M)
JOHNSON & JOHNSON(JNJcusip478160104)	70.1K	QoQ -15.22% (-12.6K) YoY -10.47% (-8.2K)	All Managers (Combined)	$11.6M	1.0% ($11.6M/$1.2B)	QoQ -2.78% (-$333.1K) YoY -6.14% (-$761.4K)
AbbVie Inc.(ABBVcusip00287Y109)	54.9K	QoQ -6.73% (-4.0K) YoY +1.12% (+611)	All Managers (Combined)	$11.5M	1.0% ($11.5M/$1.2B)	QoQ +9.97% (-$1.0M) YoY +16.35% (+$1.6M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	19.4K	QoQ +8.65% (+1.5K) YoY +33.34% (+4.8K)	All Managers (Combined)	$10.8M	0.9% ($10.8M/$1.2B)	QoQ +3.70% (+$387.7K) YoY +42.59% (+$3.2M)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	25.0K	QoQ -0.06% (-16) YoY +14.94% (+3.3K)	All Managers (Combined)	$10.5M	0.9% ($10.5M/$1.2B)	QoQ -1.38% (-$147.6K) YoY +21.33% (+$1.8M)
(cusip46436E866)✕	448.0K	QoQ +50.90% (+151.1K) YoY +1517.11% (+420.3K)	All Managers (Combined)	$10.5M	0.9% ($10.5M/$1.2B)	QoQ +51.22% (+$3.5M) YoY +1526.85% (+$9.8M)
Alphabet Inc.(GOOGcusip02079K107)	64.8K	QoQ -0.95% (-625) YoY +8.65% (+5.2K)	All Managers (Combined)	$10.1M	0.8% ($10.1M/$1.2B)	QoQ -18.74% (-$2.3M) YoY +11.48% (+$1.0M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	18.7K	QoQ -1.82% (-349) YoY +6.33% (+1.1K)	All Managers (Combined)	$10.0M	0.8% ($10.0M/$1.2B)	QoQ +15.34% (-$1.3M) YoY +34.67% (+$2.6M)
(DGROcusip46434V621)	156.3K	QoQ -9.23% (-15.9K) YoY -14.56% (-26.6K)	All Managers (Combined)	$9.7M	0.8% ($9.7M/$1.2B)	QoQ -8.58% (-$906.3K) YoY -9.09% (-$965.7K)
AMGEN INC(AMGNcusip031162100)	29.2K	QoQ -1.16% (-343) YoY +13.48% (+3.5K)	All Managers (Combined)	$9.1M	0.8% ($9.1M/$1.2B)	QoQ +18.14% (-$1.4M) YoY +24.35% (+$1.8M)
Walmart Inc.(WMTcusip931142103)	101.5K	QoQ -1.07% (-1.1K) YoY +21.14% (+17.7K)	All Managers (Combined)	$8.9M	0.7% ($8.9M/$1.2B)	QoQ -3.87% (-$359.5K) YoY +76.75% (+$3.9M)
Broadcom Inc.(AVGOcusip11135F101)	51.0K	QoQ -3.02% (-1.6K) YoY +892.52% (+45.9K)	All Managers (Combined)	$8.5M	0.7% ($8.5M/$1.2B)	QoQ -29.96% (-$3.7M) YoY +25.37% (+$1.7M)
SOUTHERN CO(SOcusip842587107)	92.1K	QoQ -2.01% (-1.9K) YoY +2.65% (+2.4K)	All Managers (Combined)	$8.5M	0.7% ($8.5M/$1.2B)	QoQ +9.44% (-$730.9K) YoY +31.57% (+$2.0M)
COCA COLA CO(KOcusip191216100)	118.3K	QoQ -1.76% (-2.1K) YoY -5.46% (-6.8K)	All Managers (Combined)	$8.5M	0.7% ($8.5M/$1.2B)	QoQ +12.99% (-$974.4K) YoY +10.67% (-$816.7K)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	247.8K	QoQ -1.71% (-4.3K) YoY -0.24% (-618)	All Managers (Combined)	$8.5M	0.7% ($8.5M/$1.2B)	QoQ +7.00% (-$553.6K) YoY +16.70% (-$1.2M)
(XLKcusip81369Y803)	40.9K	QoQ +2.93% (-1.2K) YoY +83.29% (+18.6K)	All Managers (Combined)	$8.4M	0.7% ($8.4M/$1.2B)	QoQ -8.59% (-$794.1K) YoY +81.71% (+$3.8M)