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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  "ADBE",
  "APD",
  "MAIN",
  null,
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  "VDE",
  "AXP",
  null,
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  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "CP.TO",
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  "WRB",
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  null,
  null,
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  null,
  null,
  null,
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  null,
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  "D",
  null,
  null,
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  "GD",
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  null,
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  "INTU",
  null,
  null,
  "UNP",
  "QCOM",
  "ISRG",
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  null,
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  "ICE",
  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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  null,
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  null,
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  null,
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  null,
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  null,
  "AFL",
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  "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,
  "PFG",
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  "HII",
  null,
  null,
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  null,
  null,
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  null,
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  "VUG",
  "VFH",
  "VEA",
  null,
  null,
  "VOOG",
  "VBK",
  "BND",
  "VBR",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
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  "WMB",
  "WWD",
  "XEL",
  "YUM",
  "Z",
  "LNT",
  "DTE",
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  "SCHD",
  "ET",
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  "NSC",
  null,
  null,
  "NXPI",
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  "SO",
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  null,
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  "SPOT",
  null,
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  "ZBH",
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  "ESGU",
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  "STLA",
  "KMB",
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  null,
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  "CSCO",
  "C",
  "CME",
  "KO",
  "FIX",
  "CMCSA",
  "CTSH",
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  "STZ",
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  "ED",
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  "DE",
  null,
  null,
  "DLR",
  "RSP",
  null,
  "EFA",
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  "MCO",
  "VMC",
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  "MAR",
  "QQQ",
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  "EPD",
  "DIS",
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  "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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921946406

VYM|921946406

Shares:63.8K

Value:$8.2M

% of Portfolio:0.7% ($8.2M/$1.2B)

464287614

IWF|464287614

Shares:22.2K

Value:$8.0M

% of Portfolio:0.7% ($8.0M/$1.2B)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:31.6K

Value:$7.8M

% of Portfolio:0.6% ($7.8M/$1.2B)

EXXON MOBIL CORP

XOM|30231G102

Shares:62.5K

Value:$7.4M

% of Portfolio:0.6% ($7.4M/$1.2B)

VISA INC.

V|92826C839

Shares:21.2K

Value:$7.4M

% of Portfolio:0.6% ($7.4M/$1.2B)

MCDONALDS CORP

MCD|580135101

Shares:23.2K

Value:$7.2M

% of Portfolio:0.6% ($7.2M/$1.2B)

81369Y209

Shares:49.5K

Value:$7.2M

% of Portfolio:0.6% ($7.2M/$1.2B)

Alphabet Inc.

GOOGL|02079K305

Shares:42.5K

Value:$6.6M

% of Portfolio:0.5% ($6.6M/$1.2B)

Philip Morris International Inc.

PM|718172109

Shares:41.2K

Value:$6.5M

% of Portfolio:0.5% ($6.5M/$1.2B)

AFLAC INC

AFL|001055102

Shares:58.7K

Value:$6.5M

% of Portfolio:0.5% ($6.5M/$1.2B)

921937835

BND|921937835

Shares:85.8K

Value:$6.3M

% of Portfolio:0.5% ($6.3M/$1.2B)

Meta Platforms, Inc.

META|30303M102

Shares:10.8K

Value:$6.2M

% of Portfolio:0.5% ($6.2M/$1.2B)

CHEVRON CORP

CVX|166764100

Shares:35.4K

Value:$5.9M

% of Portfolio:0.5% ($5.9M/$1.2B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:5.9K

Value:$5.6M

% of Portfolio:0.5% ($5.6M/$1.2B)

81369Y886

Shares:68.0K

Value:$5.4M

% of Portfolio:0.4% ($5.4M/$1.2B)

464287499

IWR|464287499

Shares:62.3K

Value:$5.3M

% of Portfolio:0.4% ($5.3M/$1.2B)

PEPSICO INC

PEP|713448108

Shares:33.1K

Value:$5.0M

% of Portfolio:0.4% ($5.0M/$1.2B)

RTX Corp

RTX|75513E101

Shares:37.3K

Value:$4.9M

% of Portfolio:0.4% ($4.9M/$1.2B)

922908744

VTV|922908744

Shares:28.1K

Value:$4.8M

% of Portfolio:0.4% ($4.8M/$1.2B)

Merck & Co., Inc.

MRK|58933Y105

Shares:54.0K

Value:$4.8M

% of Portfolio:0.4% ($4.8M/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VYMcusip921946406)	63.8K	QoQ -2.62% (-1.7K) YoY +34.37% (+16.3K)	All Managers (Combined)	$8.2M	0.7% ($8.2M/$1.2B)	QoQ -1.58% (-$132.1K) YoY +43.22% (+$2.5M)
(IWFcusip464287614)	22.2K	QoQ -0.25% (-57) YoY +7.65% (+1.6K)	All Managers (Combined)	$8.0M	0.7% ($8.0M/$1.2B)	QoQ -10.31% (-$920.3K) YoY +15.32% (+$1.1M)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	31.6K	QoQ -0.90% (-288) YoY +20.04% (+5.3K)	All Managers (Combined)	$7.8M	0.6% ($7.8M/$1.2B)	QoQ +12.08% (-$846.4K) YoY +56.31% (+$2.8M)
EXXON MOBIL CORP(XOMcusip30231G102)	62.5K	QoQ -10.12% (-7.0K) YoY +27.20% (+13.4K)	All Managers (Combined)	$7.4M	0.6% ($7.4M/$1.2B)	QoQ -0.63% (-$47.2K) YoY +30.14% (+$1.7M)
VISA INC.(Vcusip92826C839)	21.2K	QoQ +0.66% (+140) YoY +6.02% (+1.2K)	All Managers (Combined)	$7.4M	0.6% ($7.4M/$1.2B)	QoQ +11.63% (+$773.4K) YoY +33.14% (+$1.8M)
MCDONALDS CORP(MCDcusip580135101)	23.2K	QoQ -4.32% (-1.0K) YoY -9.20% (-2.4K)	All Managers (Combined)	$7.2M	0.6% ($7.2M/$1.2B)	QoQ +3.09% (-$217.4K) YoY +0.59% (-$42.8K)
(cusip81369Y209)✕	49.5K	QoQ +2.95% (+1.4K) YoY +66.92% (+19.9K)	All Managers (Combined)	$7.2M	0.6% ($7.2M/$1.2B)	QoQ +9.26% (+$613.2K) YoY +64.98% (+$2.8M)
Alphabet Inc.(GOOGLcusip02079K305)	42.5K	QoQ -0.52% (-223) YoY +27.79% (+9.2K)	All Managers (Combined)	$6.6M	0.5% ($6.6M/$1.2B)	QoQ -18.73% (-$1.5M) YoY +30.93% (+$1.6M)
Philip Morris International Inc.(PMcusip718172109)	41.2K	QoQ -6.64% (-2.9K) YoY +110.14% (+21.6K)	All Managers (Combined)	$6.5M	0.5% ($6.5M/$1.2B)	QoQ +23.12% (-$1.2M) YoY +264.08% (+$4.7M)
AFLAC INC(AFLcusip001055102)	58.7K	QoQ +15.68% (+8.0K) YoY +64.51% (+23.0K)	All Managers (Combined)	$6.5M	0.5% ($6.5M/$1.2B)	QoQ +24.34% (+$1.3M) YoY +113.04% (+$3.5M)
(BNDcusip921937835)	85.8K	QoQ -5.06% (-4.6K) YoY -4.11% (-3.7K)	All Managers (Combined)	$6.3M	0.5% ($6.3M/$1.2B)	QoQ -3.02% (-$196.8K) YoY -3.02% (-$196.8K)
Meta Platforms, Inc.(METAcusip30303M102)	10.8K	QoQ +4.75% (+490) YoY +41.30% (+3.2K)	All Managers (Combined)	$6.2M	0.5% ($6.2M/$1.2B)	QoQ +3.11% (+$188.1K) YoY +67.72% (+$2.5M)
CHEVRON CORP(CVXcusip166764100)	35.4K	QoQ -9.07% (-3.5K) YoY -4.85% (-1.8K)	All Managers (Combined)	$5.9M	0.5% ($5.9M/$1.2B)	QoQ +5.01% (-$283.0K) YoY +0.90% (-$53.0K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	5.9K	QoQ -1.73% (-104) YoY +11.14% (+590)	All Managers (Combined)	$5.6M	0.5% ($5.6M/$1.2B)	QoQ +1.41% (-$77.7K) YoY +43.47% (+$1.7M)
(cusip81369Y886)✕	68.0K	QoQ +2.71% (+1.8K) YoY +108.96% (+35.5K)	All Managers (Combined)	$5.4M	0.4% ($5.4M/$1.2B)	QoQ +6.99% (+$350.9K) YoY +150.97% (+$3.2M)
(IWRcusip464287499)	62.3K	QoQ -1.85% (-1.2K) YoY +13.64% (+7.5K)	All Managers (Combined)	$5.3M	0.4% ($5.3M/$1.2B)	QoQ -5.55% (-$311.5K) YoY +14.96% (+$690.2K)
PEPSICO INC(PEPcusip713448108)	33.1K	QoQ +0.25% (-84) YoY +15.58% (-4.5K)	All Managers (Combined)	$5.0M	0.4% ($5.0M/$1.2B)	QoQ -1.14% (-$57.4K) YoY -0.97% (-$48.8K)
RTX Corp(RTXcusip75513E101)	37.3K	QoQ +2.54% (+926) YoY +60.78% (+14.1K)	All Managers (Combined)	$4.9M	0.4% ($4.9M/$1.2B)	QoQ +17.38% (+$730.8K) YoY +118.37% (+$2.7M)
(VTVcusip922908744)	28.1K	QoQ -4.51% (-1.3K) YoY -2.30% (-663)	All Managers (Combined)	$4.8M	0.4% ($4.8M/$1.2B)	QoQ -2.57% (-$128.1K) YoY +3.61% (-$169.4K)
Merck & Co., Inc.(MRKcusip58933Y105)	54.0K	QoQ +3.78% (-2.0K) YoY +11.53% (-5.6K)	All Managers (Combined)	$4.8M	0.4% ($4.8M/$1.2B)	QoQ -6.35% (-$328.8K) YoY -24.13% (-$1.5M)