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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  "VDE",
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  null,
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  "T",
  "BLK",
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  "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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  null,
  null,
  "UNP",
  "QCOM",
  "ISRG",
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  null,
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  "ICE",
  null,
  null,
  "MUB",
  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,
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  "SONY",
  "DRI",
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  "F",
  "WEC",
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  "DEO",
  "WM",
  "IWP",
  "IWR",
  "WCN",
  "EFX",
  "CAH",
  "AEP",
  "FHI",
  null,
  "RACE",
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  "AMZN",
  null,
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  null,
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  null,
  null,
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  null,
  null,
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  null,
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  "VEA",
  null,
  null,
  "VOOG",
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  "WWD",
  "XEL",
  "YUM",
  "Z",
  "LNT",
  "DTE",
  "FNF",
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  "ET",
  "DVY",
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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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  "MCK",
  "ESGU",
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  "STLA",
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  null,
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  "C",
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  "KO",
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  "CTSH",
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  "ED",
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  "DE",
  null,
  null,
  "DLR",
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  null,
  "EFA",
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  "MAR",
  "QQQ",
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  "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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BERKLEY W R CORP

WRB|084423102

Shares:47.3K

Value:$3.4M

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

CONSOLIDATED EDISON INC

ED|209115104

Shares:29.9K

Value:$3.3M

% of Portfolio:0.3% ($3.3M/$1.2B)

ABBOTT LABORATORIES

ABT|002824100

Shares:24.9K

Value:$3.3M

% of Portfolio:0.3% ($3.3M/$1.2B)

ORACLE CORP

ORCL|68389X105

Shares:23.4K

Value:$3.3M

% of Portfolio:0.3% ($3.3M/$1.2B)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:10.6K

Value:$3.2M

% of Portfolio:0.3% ($3.2M/$1.2B)

ASTRAZENECA PLC

AZN|046353108

Shares:43.3K

Value:$3.2M

% of Portfolio:0.3% ($3.2M/$1.2B)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:74.8K

Value:$3.1M

% of Portfolio:0.3% ($3.1M/$1.2B)

46435U283

Shares:121.9K

Value:$3.1M

% of Portfolio:0.3% ($3.1M/$1.2B)

STRYKER CORP

SYK|863667101

Shares:8.3K

Value:$3.1M

% of Portfolio:0.3% ($3.1M/$1.2B)

LOWES COMPANIES INC

LOW|548661107

Shares:13.1K

Value:$3.1M

% of Portfolio:0.3% ($3.1M/$1.2B)

AMERICAN EXPRESS CO

AXP|025816109

Shares:11.2K

Value:$3.0M

% of Portfolio:0.2% ($3.0M/$1.2B)

Medtronic plc

MDT|G5960L103

Shares:33.1K

Value:$3.0M

% of Portfolio:0.2% ($3.0M/$1.2B)

464287200

IVV|464287200

Shares:5.2K

Value:$2.9M

% of Portfolio:0.2% ($2.9M/$1.2B)

464287655

IWM|464287655

Shares:14.0K

Value:$2.8M

% of Portfolio:0.2% ($2.8M/$1.2B)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:15.4K

Value:$2.8M

% of Portfolio:0.2% ($2.8M/$1.2B)

Duke Energy CORP

DUK|26441C204

Shares:22.4K

Value:$2.7M

% of Portfolio:0.2% ($2.7M/$1.2B)

PFIZER INC

PFE|717081103

Shares:107.6K

Value:$2.7M

% of Portfolio:0.2% ($2.7M/$1.2B)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:44.2K

Value:$2.7M

% of Portfolio:0.2% ($2.7M/$1.2B)

46432F842

IEFA|46432F842

Shares:34.6K

Value:$2.6M

% of Portfolio:0.2% ($2.6M/$1.2B)

HCA Healthcare, Inc.

HCA|40412C101

Shares:7.4K

Value:$2.5M

% of Portfolio:0.2% ($2.5M/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKLEY W R CORP(WRBcusip084423102)	47.3K	QoQ -1.31% (-632) YoY +53.10% (+16.4K)	All Managers (Combined)	$3.4M	0.3% ($3.4M/$1.2B)	QoQ +19.99% (-$560.5K) YoY +23.19% (+$633.3K)
CONSOLIDATED EDISON INC(EDcusip209115104)	29.9K	QoQ +2.02% (+593) YoY +54.24% (+10.5K)	All Managers (Combined)	$3.3M	0.3% ($3.3M/$1.2B)	QoQ +26.44% (+$692.5K) YoY +87.83% (+$1.5M)
ABBOTT LABORATORIES(ABTcusip002824100)	24.9K	QoQ -12.02% (-3.4K) YoY +7.05% (+1.6K)	All Managers (Combined)	$3.3M	0.3% ($3.3M/$1.2B)	QoQ +3.17% (-$101.6K) YoY +24.94% (+$659.1K)
ORACLE CORP(ORCLcusip68389X105)	23.4K	QoQ +3.21% (-730) YoY +15.01% (+3.1K)	All Managers (Combined)	$3.3M	0.3% ($3.3M/$1.2B)	QoQ -13.39% (-$506.6K) YoY +28.01% (+$716.6K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	10.6K	QoQ -0.45% (-49) YoY +5.47% (+551)	All Managers (Combined)	$3.2M	0.3% ($3.2M/$1.2B)	QoQ +3.89% (-$121.7K) YoY +29.03% (+$729.8K)
ASTRAZENECA PLC(AZNcusip046353108)	43.3K	QoQ +6.69% (+2.7K) YoY +122.98% (+23.9K)	All Managers (Combined)	$3.2M	0.3% ($3.2M/$1.2B)	QoQ +19.69% (+$523.5K) YoY +141.91% (+$1.9M)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	74.8K	QoQ +5.09% (-3.6K) YoY +7.13% (+5.0K)	All Managers (Combined)	$3.1M	0.3% ($3.1M/$1.2B)	QoQ -0.21% (-$6.7K) YoY +17.89% (+$473.6K)
(cusip46435U283)✕	121.9K	QoQ +12.60% (+13.6K) YoY +15.51% (+16.4K)	All Managers (Combined)	$3.1M	0.3% ($3.1M/$1.2B)	QoQ +13.23% (+$360.1K) YoY +16.01% (+$425.4K)
STRYKER CORP(SYKcusip863667101)	8.3K	QoQ +3.11% (+250) YoY +114.23% (+4.4K)	All Managers (Combined)	$3.1M	0.3% ($3.1M/$1.2B)	QoQ +6.61% (+$191.1K) YoY +122.82% (+$1.7M)
LOWES COMPANIES INC(LOWcusip548661107)	13.1K	QoQ -7.92% (-1.1K) YoY +110.15% (+6.9K)	All Managers (Combined)	$3.1M	0.3% ($3.1M/$1.2B)	QoQ -12.98% (-$456.6K) YoY +92.42% (+$1.5M)
AMERICAN EXPRESS CO(AXPcusip025816109)	11.2K	QoQ -4.32% (-508) YoY -11.99% (-1.5K)	All Managers (Combined)	$3.0M	0.2% ($3.0M/$1.2B)	QoQ -13.27% (-$462.6K) YoY +3.98% (-$115.9K)
Medtronic plc(MDTcusipG5960L103)	33.1K	QoQ +4.36% (+1.4K) YoY +4.91% (+1.6K)	All Managers (Combined)	$3.0M	0.2% ($3.0M/$1.2B)	QoQ +17.40% (+$440.9K) YoY +8.18% (+$224.9K)
(IVVcusip464287200)	5.2K	QoQ -4.74% (-259) YoY +54.32% (+1.8K)	All Managers (Combined)	$2.9M	0.2% ($2.9M/$1.2B)	QoQ -9.06% (-$291.5K) YoY +64.94% (+$1.2M)
(IWMcusip464287655)	14.0K	QoQ +1.26% (-176) YoY +44.31% (+4.3K)	All Managers (Combined)	$2.8M	0.2% ($2.8M/$1.2B)	QoQ -8.56% (-$262.6K) YoY +36.89% (+$755.4K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	15.4K	QoQ +0.45% (-69) YoY +10.47% (+1.5K)	All Managers (Combined)	$2.8M	0.2% ($2.8M/$1.2B)	QoQ -3.73% (-$107.1K) YoY +13.95% (+$337.9K)
Duke Energy CORP(DUKcusip26441C204)	22.4K	QoQ -0.37% (-85) YoY +7.89% (+1.6K)	All Managers (Combined)	$2.7M	0.2% ($2.7M/$1.2B)	QoQ +12.78% (-$309.8K) YoY +36.08% (+$724.9K)
PFIZER INC(PFEcusip717081103)	107.6K	QoQ -6.01% (-6.9K) YoY -11.22% (-13.6K)	All Managers (Combined)	$2.7M	0.2% ($2.7M/$1.2B)	QoQ -10.22% (-$310.7K) YoY -18.93% (-$636.8K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	44.2K	QoQ -1.55% (-698) YoY +9.74% (+3.9K)	All Managers (Combined)	$2.7M	0.2% ($2.7M/$1.2B)	QoQ +2.61% (-$69.5K) YoY +35.68% (+$716.8K)
(IEFAcusip46432F842)	34.6K	QoQ +44.04% (+10.6K) YoY +55.37% (+12.3K)	All Managers (Combined)	$2.6M	0.2% ($2.6M/$1.2B)	QoQ +55.05% (+$928.3K) YoY +58.36% (+$963.6K)
HCA Healthcare, Inc.(HCAcusip40412C101)	7.4K	QoQ +2.22% (+160) YoY +45.04% (+2.3K)	All Managers (Combined)	$2.5M	0.2% ($2.5M/$1.2B)	QoQ +17.68% (+$382.3K) YoY +50.27% (+$850.9K)