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:
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Page 7 of 21
Waste Connections, Inc.
Shares:10.5K
Value:$2.1M
% of Portfolio:0.2% ($2.1M/$1.2B)
464288687
Shares:66.7K
Value:$2.1M
% of Portfolio:0.2% ($2.1M/$1.2B)
PRINCIPAL FINANCIAL GROUP INC
Shares:23.6K
Value:$2.0M
% of Portfolio:0.2% ($2.0M/$1.2B)
EQUINIX INC
Shares:2.4K
Value:$1.9M
% of Portfolio:0.2% ($1.9M/$1.2B)
DEERE & CO
Shares:4.0K
Value:$1.9M
% of Portfolio:0.2% ($1.9M/$1.2B)
46436E163
Shares:74.7K
Value:$1.9M
% of Portfolio:0.2% ($1.9M/$1.2B)
HONEYWELL INTERNATIONAL INC
Shares:8.8K
Value:$1.9M
% of Portfolio:0.2% ($1.9M/$1.2B)
Byrna Technologies Inc.
Shares:102.1K
Value:$1.7M
% of Portfolio:0.1% ($1.7M/$1.2B)
VERTEX PHARMACEUTICALS INC / MA
Shares:3.5K
Value:$1.7M
% of Portfolio:0.1% ($1.7M/$1.2B)
Salesforce, Inc.
Shares:6.3K
Value:$1.7M
% of Portfolio:0.1% ($1.7M/$1.2B)
NETFLIX INC
Shares:1.8K
Value:$1.7M
% of Portfolio:0.1% ($1.7M/$1.2B)
464285204
Shares:28.5K
Value:$1.7M
% of Portfolio:0.1% ($1.7M/$1.2B)
MICRON TECHNOLOGY INC
Shares:19.2K
Value:$1.7M
% of Portfolio:0.1% ($1.7M/$1.2B)
LOCKHEED MARTIN CORP
Shares:3.7K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$1.2B)
PAYCHEX INC
Shares:10.6K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$1.2B)
COMCAST CORP
Shares:44.3K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$1.2B)
FREEPORT-MCMORAN INC
Shares:42.5K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$1.2B)
BERKSHIRE HATHAWAY INC
Shares:2
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$1.2B)
LAM RESEARCH CORP
Shares:21.6K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$1.2B)
464287598
Shares:8.1K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$1.2B)