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 9 of 21
Shares:120.0K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.2B)
46429B663
Shares:8.1K
Value:$982.9K
% of Portfolio:0.1% ($982.9K/$1.2B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
3.4K | YoY NEW(+3.4K) | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.2B) | YoY NEW(+$1.1M) | |
10.1K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.2B) | |||
12.0K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.2B) | |||
120.0K | QoQ 0.00% (-0)YoY NEW(+120.0K) | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.2B) | YoY NEW(+$1.1M) | |
3.6K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.2B) | |||
Blackstone Inc.(BXcusip09260D107) | 7.5K | QoQ -7.13% (-579)YoY +9.86% (+676) | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.2B) | |
8.4K | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$1.2B) | |||
9.2K | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$1.2B) | |||
2.2K | QoQ +4.32% (+92) | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$1.2B) | ||
CME GROUP INC.(CMEcusip12572Q105) | 3.9K | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$1.2B) | ||
10.4K | QoQ -0.85% (-90)YoY -5.27% (-581) | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$1.2B) | ||
22.3K | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$1.2B) | |||
50.6K | QoQ NEW(+50.6K) YoY NEW(+50.6K) | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$1.2B) | QoQ NEW(+$1.0M) YoY NEW(+$1.0M) | |
Eaton Corp plc(ETNcusipG29183103) | 3.7K | QoQ +1.78% (-64)YoY +8.66% (-291) | All Managers (Combined) | $992.5K | 0.1% ($992.5K/$1.2B) | |
4.2K | QoQ +5.40% (+215)YoY -1.08% (-46) | All Managers (Combined) | $990.3K | 0.1% ($990.3K/$1.2B) | ||
10.5K | All Managers (Combined) | $983.4K | 0.1% ($983.4K/$1.2B) | |||
(cusip46429B663)✕ | 8.1K | QoQ -8.32% (-737)YoY -1.36% (-112) | All Managers (Combined) | $982.9K | 0.1% ($982.9K/$1.2B) | |
ONEOK INC /NEW/(OKEcusip682680103) | 9.8K | All Managers (Combined) | $970.5K | 0.1% ($970.5K/$1.2B) | ||
1.9K | QoQ +1.96% (+36)YoY +8.36% (+144) | All Managers (Combined) | $955.6K | 0.1% ($955.6K/$1.2B) | ||
Ferrari N.V.(RACEcusipN3167Y103) | 2.2K | QoQ +0.96% (+21)YoY NEW(+2.2K) | All Managers (Combined) | $940.5K | 0.1% ($940.5K/$1.2B) | YoY NEW(+$940.5K) |