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,
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  null,
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  null,
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  null,
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  "T",
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  "AVGO",
  "LOW",
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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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  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,
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  null,
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  null,
  null,
  null,
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  null,
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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,
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  null,
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  null,
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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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  "F",
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  "DEO",
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  "IWP",
  "IWR",
  "WCN",
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  "CAH",
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  null,
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  "AMZN",
  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,
  null,
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  "Z",
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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,
  null,
  "DLR",
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  null,
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  "ETN",
  "GOOG",
  "XOM",
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  "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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81369Y308

Shares:59.1K

Value:$4.8M

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

EMERSON ELECTRIC CO

EMR|291011104

Shares:40.8K

Value:$4.5M

% of Portfolio:0.4% ($4.5M/$1.2B)

SPDR GOLD TRUST

GLD|78463V107

Shares:15.0K

Value:$4.3M

% of Portfolio:0.4% ($4.3M/$1.2B)

ALTRIA GROUP, INC.

MO|02209S103

Shares:71.4K

Value:$4.3M

% of Portfolio:0.4% ($4.3M/$1.2B)

464287622

IWB|464287622

Shares:13.9K

Value:$4.3M

% of Portfolio:0.4% ($4.3M/$1.2B)

KIMBERLY CLARK CORP

KMB|494368103

Shares:28.8K

Value:$4.1M

% of Portfolio:0.3% ($4.1M/$1.2B)

464287226

Shares:40.8K

Value:$4.0M

% of Portfolio:0.3% ($4.0M/$1.2B)

46435U259

Shares:157.4K

Value:$4.0M

% of Portfolio:0.3% ($4.0M/$1.2B)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:66.7K

Value:$4.0M

% of Portfolio:0.3% ($4.0M/$1.2B)

92204A504

VHT|92204A504

Shares:15.0K

Value:$4.0M

% of Portfolio:0.3% ($4.0M/$1.2B)

46435U432

Shares:146.5K

Value:$3.9M

% of Portfolio:0.3% ($3.9M/$1.2B)

CATERPILLAR INC

CAT|149123101

Shares:11.7K

Value:$3.9M

% of Portfolio:0.3% ($3.9M/$1.2B)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:13.2K

Value:$3.7M

% of Portfolio:0.3% ($3.7M/$1.2B)

QUALCOMM INC/DE

QCOM|747525103

Shares:24.2K

Value:$3.7M

% of Portfolio:0.3% ($3.7M/$1.2B)

GENERAL DYNAMICS CORP

GD|369550108

Shares:13.6K

Value:$3.7M

% of Portfolio:0.3% ($3.7M/$1.2B)

FIFTH THIRD BANCORP

FITB|316773100

Shares:89.7K

Value:$3.5M

% of Portfolio:0.3% ($3.5M/$1.2B)

922908736

VUG|922908736

Shares:9.5K

Value:$3.5M

% of Portfolio:0.3% ($3.5M/$1.2B)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:57.2K

Value:$3.5M

% of Portfolio:0.3% ($3.5M/$1.2B)

NEXTERA ENERGY INC

NEE|65339F101

Shares:48.6K

Value:$3.4M

% of Portfolio:0.3% ($3.4M/$1.2B)

KINDER MORGAN, INC.

KMI|49456B101

Shares:119.7K

Value:$3.4M

% of Portfolio:0.3% ($3.4M/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip81369Y308)✕	59.1K	QoQ +3.85% (+2.2K) YoY +102.78% (+30.0K)	All Managers (Combined)	$4.8M	0.4% ($4.8M/$1.2B)	QoQ +7.89% (+$353.2K) YoY +116.88% (+$2.6M)
EMERSON ELECTRIC CO(EMRcusip291011104)	40.8K	QoQ -0.27% (-112) YoY +2.38% (-949)	All Managers (Combined)	$4.5M	0.4% ($4.5M/$1.2B)	QoQ -11.77% (-$597.1K) YoY -1.03% (-$46.6K)
SPDR GOLD TRUST(GLDcusip78463V107)	15.0K	QoQ +2.26% (+332) YoY +26.14% (+3.1K)	All Managers (Combined)	$4.3M	0.4% ($4.3M/$1.2B)	QoQ +21.69% (+$771.3K) YoY +76.67% (+$1.9M)
ALTRIA GROUP, INC.(MOcusip02209S103)	71.4K	QoQ -3.56% (-2.6K) YoY +87.56% (+33.3K)	All Managers (Combined)	$4.3M	0.4% ($4.3M/$1.2B)	QoQ +10.68% (-$414.0K) YoY +158.08% (+$2.6M)
(IWBcusip464287622)	13.9K	QoQ +1.06% (-146) YoY +57.14% (+5.0K)	All Managers (Combined)	$4.3M	0.4% ($4.3M/$1.2B)	QoQ -3.77% (-$166.8K) YoY +67.34% (+$1.7M)
KIMBERLY CLARK CORP(KMBcusip494368103)	28.8K	QoQ -5.68% (-1.7K) YoY -3.22% (-962)	All Managers (Combined)	$4.1M	0.3% ($4.1M/$1.2B)	QoQ +2.35% (-$94.6K) YoY +6.40% (-$246.9K)
(cusip464287226)✕	40.8K	QoQ +3.79% (+1.5K) YoY +36.14% (+10.8K)	All Managers (Combined)	$4.0M	0.3% ($4.0M/$1.2B)	QoQ +5.96% (+$227.4K) YoY +37.50% (+$1.1M)
(cusip46435U259)✕	157.4K	QoQ +11.98% (+16.8K) YoY +33.37% (+39.4K)	All Managers (Combined)	$4.0M	0.3% ($4.0M/$1.2B)	QoQ +12.42% (+$444.5K) YoY +34.48% (+$1.0M)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	66.7K	QoQ +1.78% (+1.2K) YoY +26.02% (+13.8K)	All Managers (Combined)	$4.0M	0.3% ($4.0M/$1.2B)	QoQ +12.39% (+$439.6K) YoY +93.26% (+$1.9M)
(VHTcusip92204A504)	15.0K	QoQ -1.24% (-190) YoY +12.83% (+1.7K)	All Managers (Combined)	$4.0M	0.3% ($4.0M/$1.2B)	QoQ +3.04% (-$117.7K) YoY +10.41% (+$375.5K)
(cusip46435U432)✕	146.5K	QoQ +9.45% (+12.7K) YoY +29.89% (+33.7K)	All Managers (Combined)	$3.9M	0.3% ($3.9M/$1.2B)	QoQ +10.00% (+$356.5K) YoY +31.31% (+$934.4K)
CATERPILLAR INC(CATcusip149123101)	11.7K	QoQ -1.77% (-212) YoY +23.60% (+2.2K)	All Managers (Combined)	$3.9M	0.3% ($3.9M/$1.2B)	QoQ -10.70% (-$463.2K) YoY +11.24% (+$390.7K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	13.2K	QoQ +3.06% (+393) YoY +33.32% (+3.3K)	All Managers (Combined)	$3.7M	0.3% ($3.7M/$1.2B)	QoQ +21.73% (+$667.7K) YoY +82.45% (+$1.7M)
QUALCOMM INC/DE(QCOMcusip747525103)	24.2K	QoQ +1.29% (+310) YoY +11.51% (+2.5K)	All Managers (Combined)	$3.7M	0.3% ($3.7M/$1.2B)	QoQ +1.29% (+$47.3K) YoY +1.17% (+$43.3K)
GENERAL DYNAMICS CORP(GDcusip369550108)	13.6K	QoQ +2.73% (+362) YoY +12.30% (+1.5K)	All Managers (Combined)	$3.7M	0.3% ($3.7M/$1.2B)	QoQ +6.27% (+$218.7K) YoY +8.36% (+$285.8K)
FIFTH THIRD BANCORP(FITBcusip316773100)	89.7K	QoQ +2.28% (-2.0K) YoY +23.52% (+17.1K)	All Managers (Combined)	$3.5M	0.3% ($3.5M/$1.2B)	QoQ -5.16% (-$191.4K) YoY +30.13% (+$814.2K)
(VUGcusip922908736)	9.5K	QoQ -8.27% (-853) YoY +15.76% (+1.3K)	All Managers (Combined)	$3.5M	0.3% ($3.5M/$1.2B)	QoQ -17.13% (-$724.5K) YoY +24.71% (+$694.6K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	57.2K	QoQ -1.07% (-619) YoY +5.16% (+2.8K)	All Managers (Combined)	$3.5M	0.3% ($3.5M/$1.2B)	QoQ +6.67% (-$218.5K) YoY +18.27% (+$539.2K)
NEXTERA ENERGY INC(NEEcusip65339F101)	48.6K	QoQ +3.22% (+1.5K) YoY +5.10% (+2.4K)	All Managers (Combined)	$3.4M	0.3% ($3.4M/$1.2B)	QoQ +2.07% (+$70.1K) YoY +16.58% (+$490.1K)
KINDER MORGAN, INC.(KMIcusip49456B101)	119.7K	QoQ -4.03% (-5.0K) YoY -3.47% (-4.3K)	All Managers (Combined)	$3.4M	0.3% ($3.4M/$1.2B)	QoQ -0.07% (-$2.6K) YoY +50.14% (-$1.1M)