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", "ATR", "MU", null, "ACN", "MMM", "ABT", "ABBV", "ADBE", "APD", "MAIN", null, "ALL", "GOOGL", "VDE", "AXP", null, "ASML", "T", "BLK", "CAT", "AVGO", "LOW", "CP.TO", "BTZ", "WRB", "BSX", null, null, "CCI", "COF", "CMI", null, null, null, "LNC", null, "DUK", "D", null, null, "UTG", "FCX", "FITB", "GD", "GILD", "GIS", "HON", "HD", "HPQ", "AZN", null, "MCD", "INTU", null, null, "UNP", "QCOM", "ISRG", "ITW", "AMAT", null, "EMR", "BKNG", "NBIX", "ICE", null, null, "MUB", null, "META", null, null, null, null, "IVW", null, "PRK", "IJH", null, null, null, "MYI", null, "KMI", "LRCX", "IWS", "LIN", "PCN", "ACR", "MMC", "SLF", "MRVL", "MA", "MDT", "MSFT", "MDLZ", "MS", "EQIX", "EXC", "EVRG", "FSS", "GE", "GPC", "NVS", "ORLY", "BX", "HSY", "ANSS", "IJR", "KLAC", "IWD", "ORCL", "KHC", "NOC", "OKE", "PAYX", "VHT", null, null, "IWF", null, "PANW", "PEP", "PNC", "DNP", "PGR", "IEMG", null, "IVV", "UNH", "AAPL", "SPY", "NVDA", "GS", "ENB", "INTC", "PFE", null, "LMT", "PG", "MRK", "VZ", null, "MKC", null, "AMGN", "KVUE", null, "REGN", "ROK", "IEFA", "SPGI", "SCHX", null, null, "NOW", "SHOP", "SLB", "SPG", "SRE", "O", "RTX", "GLD", "STX", null, null, "AMT", "RSG", "IBM", "SSNC", "SYK", "CI", "TXN", "TD", "TGT", "TMO", "TJX", "TFC", "TRV", "UBER", "UL", "UPS", "VNQ", "VO", "MET", "DTM", "SNV", "VOE", "SCHW", "IVOO", "VWO", null, "USLM", null, "VIG", "TTE", "TRGP", "TSCO", "IWO", "WY", "IWN", "SNY", "IEF", "TSM", "GPN", null, "VYM", "VRTX", "EW", "TT", "VRT", "SRPT", "MSA", null, "AON", "SFM", null, "AFL", "AMD", "SONY", "DRI", "WSO", "F", "WEC", "EQR", "DEO", "WM", "IWP", "IWR", "WCN", "EFX", "CAH", "AEP", "FHI", null, "RACE", "PEG", "DHI", "VIGI", "AMZN", null, "HCA", null, "PFG", "SIRI", "HII", null, null, "CEF", null, null, "VEU", null, "VGT", "USB", "ESGV", "VUG", "VFH", "VEA", null, null, "VOOG", "VBK", "BND", "VBR", "VB", "VOO", "VTV", "V", "WMT", "WFC", "WELL", "WMB", "WWD", "XEL", "YUM", "Z", "LNT", "DTE", "FNF", "MTB", "SCHD", "ET", "DVY", "SCHF", "NSC", null, null, "NXPI", "NZF", "SO", "SJM", "PPL", "OTIS", "PSX", "CRM", null, "SYY", "DIA", "TPG", "SPOT", null, "GEV", "TRI.TO", "ZBH", "DGRO", "MCK", "ESGU", "FDX", "STLA", "KMB", "ADP", "AZO", "BAC", "BK", "BRK-A", "BRK-B", "BAX", "BDX", null, "BMY", "BTI", "BR", "BYRN", "BFLY", "CDNS", "CARR", "CCL", "CDW", "CVX", "CB", "CMG", "CTAS", "CSCO", "C", "CME", "KO", "FIX", "CMCSA", "CTSH", "CL", "COP", "STZ", "CEG", "CPRT", "ED", "COST", "GLW", "CRH", "CRWD", "CVS", "CSX", "CW", "DHR", "DDOG", "DE", null, null, "DLR", "RSP", null, "EFA", "ADI", "MCO", "VMC", "USMV", "IWB", "NEE", "NKE", "MAR", "QQQ", "IWM", "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
Filing Details
13F-HR • 2025-03-31- 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% identified333 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)
Shares:2.2K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.2B)
Shares:16.5K
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)
92204A108
Shares:3.9K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.2B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
(cusip46428Q109)✕ | 48.3K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.2B) | ||
2.9K | QoQ +1.11% (-32)YoY +2.25% (+64) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.2B) | ||
Zoetis Inc.(ZTScusip98978V103) | 8.7K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.2B) | ||
2.2K | QoQ +0.08% (-2)YoY +3.48% (-75) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.2B) | ||
11.0K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.2B) | |||
16.5K | YoY NEW(+16.5K) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.2B) | YoY NEW(+$1.4M) | |
10.2K | QoQ -4.54% (-485)YoY -4.03% (-428) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.2B) | ||
BlackRock, Inc.(BLKcusip09290D101) | 1.4K | QoQ -1.76% (-26)YoY NEW(+1.4K) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.2B) | YoY NEW(+$1.4M) |
(cusip45783Y814)✕ | 30.7K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.2B) | ||
39.4K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.2B) | |||
Walt Disney Co(DIScusip254687106) | 13.6K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.2B) | ||
13.9K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.2B) | |||
(cusip92204A108)✕ | 3.9K | QoQ -0.91% (-36) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.2B) | |
13.3K | QoQ 0.00% (+0)YoY -2.21% (-300) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.2B) | ||
5.2K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.2B) | |||
DIAGEO PLC(DEOcusip25243Q205) | 11.8K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.2B) | ||
7.2K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.2B) | |||
XCEL ENERGY INC(XELcusip98389B100) | 16.8K | YoY NEW(+16.8K) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.2B) | YoY NEW(+$1.2M) |
28.9K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.2B) | |||
14.0K | QoQ -1.39% (-197)YoY -2.29% (-328) | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.2B) |