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 8 of 21
46428Q109
Shares:48.3K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$1.2B)
INTUITIVE SURGICAL INC
Shares:2.9K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.2B)
Zoetis Inc.
Shares:8.7K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.2B)
REGENERON PHARMACEUTICALS, INC.
Shares:2.2K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.2B)
HORTON D R INC /DE/
Shares:11.0K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.2B)
Seagate Technology Holdings plc
Shares:16.5K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.2B)
464287168
Shares:10.2K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.2B)
BlackRock, Inc.
Shares:1.4K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.2B)
45783Y814
Shares:30.7K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.2B)
BAXTER INTERNATIONAL INC
Shares:39.4K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.2B)
Walt Disney Co
Shares:13.6K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.2B)
464287309
Shares:13.9K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.2B)
92204A108
Shares:3.9K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.2B)
464287440
Shares:13.3K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.2B)
NORFOLK SOUTHERN CORP
Shares:5.2K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.2B)
DIAGEO PLC
Shares:11.8K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.2B)
Palo Alto Networks Inc
Shares:7.2K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.2B)
XCEL ENERGY INC
Shares:16.8K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.2B)
TRUIST FINANCIAL CORP
Shares:28.9K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.2B)
PUBLIC SERVICE ENTERPRISE GROUP INC
Shares:14.0K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.2B)