Sound-View-Wealth-Advisors-Group

Filing Details

13F-HR2025-03-31
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
Manager Name
Sound-View-Wealth-Advisors-Group
Data Enrichment
82% identified
333 identified73 unidentified

Holdings

406 positions • $1.2B total value
Manager:
Search and click to pin securities to the top
Page 6 of 21
UNITEDHEALTH GROUP INC
Shares:4.7K
Value:$2.5M
% of Portfolio:0.2% ($2.5M/$1.2B)
46432F859
Shares:50.7K
Value:$2.5M
% of Portfolio:0.2% ($2.5M/$1.2B)
VERIZON COMMUNICATIONS INC
Shares:54.0K
Value:$2.4M
% of Portfolio:0.2% ($2.4M/$1.2B)
921946810
Shares:29.4K
Value:$2.4M
% of Portfolio:0.2% ($2.4M/$1.2B)
922908629
Shares:9.3K
Value:$2.4M
% of Portfolio:0.2% ($2.4M/$1.2B)
464288646
Shares:45.5K
Value:$2.4M
% of Portfolio:0.2% ($2.4M/$1.2B)
AMERICAN ELECTRIC POWER CO INC
Shares:21.8K
Value:$2.4M
% of Portfolio:0.2% ($2.4M/$1.2B)
DIGITAL REALTY TRUST, INC.
Shares:16.5K
Value:$2.4M
% of Portfolio:0.2% ($2.4M/$1.2B)
922908512
Shares:14.6K
Value:$2.3M
% of Portfolio:0.2% ($2.3M/$1.2B)
74348A467
Shares:22.8K
Value:$2.3M
% of Portfolio:0.2% ($2.3M/$1.2B)
DNP SELECT INCOME FUND INC
Shares:230.5K
Value:$2.3M
% of Portfolio:0.2% ($2.3M/$1.2B)
GENERAL MILLS INC
Shares:37.8K
Value:$2.3M
% of Portfolio:0.2% ($2.3M/$1.2B)
CANADIAN PACIFIC KANSAS CITY LTD/CN
Shares:32.1K
Value:$2.3M
% of Portfolio:0.2% ($2.3M/$1.2B)
46435U325
Shares:88.8K
Value:$2.2M
% of Portfolio:0.2% ($2.2M/$1.2B)
ILLINOIS TOOL WORKS INC
Shares:8.8K
Value:$2.2M
% of Portfolio:0.2% ($2.2M/$1.2B)
TJX COMPANIES INC /DE/
Shares:17.7K
Value:$2.2M
% of Portfolio:0.2% ($2.2M/$1.2B)
Mondelez International, Inc.
Shares:31.2K
Value:$2.1M
% of Portfolio:0.2% ($2.1M/$1.2B)
THERMO FISHER SCIENTIFIC INC.
Shares:4.2K
Value:$2.1M
% of Portfolio:0.2% ($2.1M/$1.2B)
69374H881
Shares:37.9K
Value:$2.1M
% of Portfolio:0.2% ($2.1M/$1.2B)
WASTE MANAGEMENT INC
Shares:8.9K
Value:$2.1M
% of Portfolio:0.2% ($2.1M/$1.2B)