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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921932505
Shares:3.4K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.2B)
GILEAD SCIENCES, INC.
Shares:10.1K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.2B)
922908553
Shares:12.0K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.2B)
CCC Intelligent Solutions Holdings Inc.
Shares:120.0K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.2B)
Air Products & Chemicals, Inc.
Shares:3.6K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.2B)
Blackstone Inc.
Shares:7.5K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.2B)
Jazz Pharmaceuticals plc
Shares:8.4K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.2B)
ZIMMER BIOMET HOLDINGS, INC.
Shares:9.2K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.2B)
LINDE PLC
Shares:2.2K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.2B)
CME GROUP INC.
Shares:3.9K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.2B)
GLOBAL PAYMENTS INC
Shares:10.4K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.2B)
922042858
Shares:22.3K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.2B)
808524805
Shares:50.6K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.2B)
Eaton Corp plc
Shares:3.7K
Value:$992.5K
% of Portfolio:0.1% ($992.5K/$1.2B)
UNION PACIFIC CORP
Shares:4.2K
Value:$990.3K
% of Portfolio:0.1% ($990.3K/$1.2B)
46429B697
Shares:10.5K
Value:$983.4K
% of Portfolio:0.1% ($983.4K/$1.2B)
46429B663
Shares:8.1K
Value:$982.9K
% of Portfolio:0.1% ($982.9K/$1.2B)
ONEOK INC /NEW/
Shares:9.8K
Value:$970.5K
% of Portfolio:0.1% ($970.5K/$1.2B)
NORTHROP GRUMMAN CORP /DE/
Shares:1.9K
Value:$955.6K
% of Portfolio:0.1% ($955.6K/$1.2B)
Ferrari N.V.
Shares:2.2K
Value:$940.5K
% of Portfolio:0.1% ($940.5K/$1.2B)