Sound View Wealth Advisors Group, LLC Purchases in Q1 2025

Sound View Wealth Advisors Group, LLC

  • $1.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
244K
+ 81.68%
$24.21 - $25.09 $5.91M - $6.13M
543K $13.6M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
151K
+ 50.9%
$23.29 - $23.38 $3.52M - $3.53M
448K $10.5M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
116K
+ 11.16%
$23.9 - $24.18 $2.78M - $2.81M
1.16M $28M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
89K
+ 10.31%
$24.79 - $25.26 $2.21M - $2.25M
952K $24.1M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
100K
+ 13.99%
$22.61 - $23.14 $2.27M - $2.32M
817K $18.9M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
102K
+ 7.83%
N/A
1.41M $33.5M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
74.4K
+ 10.69%
$20.1 - $20.8 $1.5M - $1.55M
771K $16M
IBDV
Ishares Tr

Technology
70.1K
+ 10.19%
$21.11 - $21.73 $1.48M - $1.52M
758K $16.5M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
57.9K
+ 2.86%
$25.05 - $25.16 $1.45M - $1.46M
2.08M $52.4M
AFL
Aflac Inc

Financial Services
7.95K
+ 15.68%
$100.99 - $111.19 $803K - $884K
58.7K $6.52M
IEFA
Ishares Tr

ETFs
10.6K
+ 44.04%
$69.57 - $78.65 $735K - $831K
34.6K $2.61M
VNQ
Vanguard Specialized Funds Van

ETFs
8.68K
+ 262.5%
$85.55 - $94.34 $743K - $819K
12K $1.09M
V
Visa Inc.

Financial Services
140
+ 0.67%
$306.92 - $362.71 $43K - $50.8K
21.2K $7.42M
GLD
Spdr Gold Trust

ETFs
332
+ 2.26%
$243.19 - $288.14 $80.7K - $95.7K
15K $4.33M
RTX
Raytheon Technologies Corp

Industrials
926
+ 2.55%
$114.1 - $135.66 $106K - $126K
37.3K $4.93M
ED
Consolidated Edison Inc

Utilities
593
+ 2.02%
$88.0 - $110.59 $52.2K - $65.6K
29.9K $3.31M
PGR
Progressive Corp

Financial Services
393
+ 3.07%
$235.61 - $291.22 $92.6K - $114K
13.2K $3.74M
XLV
Select Sector Spdr Fund Health

ETFs
1.42K
+ 2.95%
$137.61 - $149.68 $195K - $213K
49.5K $7.23M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.72K
+ 102.74%
$333.37 - $384.99 $574K - $663K
3.4K $1.14M
AZN
Astrazeneca PLC

Healthcare
2.72K
+ 6.7%
$65.37 - $77.96 $178K - $212K
43.3K $3.18M
BAX
Baxter International Inc

Healthcare
8.94K
+ 29.34%
$29.26 - $36.57 $261K - $327K
39.4K $1.35M
CME
Cme Group Inc.

Financial Services
1.42K
+ 58.51%
$225.82 - $266.54 $321K - $379K
3.86K $1.02M
IBMO
Ishares Tr Ibonds December 202

ETFs
16.8K
+ 11.98%
$25.45 - $25.6 $429K - $431K
157K $4.02M
MDT
Medtronic PLC

Healthcare
1.39K
+ 4.37%
$79.84 - $94.5 $111K - $131K
33.1K $2.97M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
4.41K
+ 17.6%
$78.97 - $85.82 $348K - $378K
29.4K $2.44M
WMB
Williams Companies, Inc.

Energy
1.17K
+ 1.79%
$54.02 - $61.09 $63.2K - $71.5K
66.7K $3.99M
AEP
American Electric Power CO Inc

Utilities
381
+ 1.78%
$90.32 - $109.27 $34.4K - $41.6K
21.8K $2.38M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.55K
+ 8.65%
$551.42 - $612.93 $852K - $947K
19.4K $10.8M
HCA
Hca Healthcare, Inc.

Healthcare
160
+ 2.22%
$296.7 - $345.55 $47.5K - $55.3K
7.36K $2.54M
IBMP
Ishares Tr Ibonds December 202

ETFs
13.6K
+ 12.61%
$25.1 - $25.34 $342K - $346K
122K $3.08M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
12.7K
+ 9.45%
$26.63 - $26.75 $337K - $338K
146K $3.92M
XLU
Utilities Sector Spdr

ETFs
1.8K
+ 2.71%
$74.7 - $80.27 $134K - $144K
68K $5.36M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
94
+ 2.74%
$402.49 - $513.76 $37.8K - $48.3K
3.53K $1.71M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
6.96K
+ 22.51%
$53.6 - $58.97 $373K - $410K
37.9K $2.07M
MU
Micron Technology Inc

Technology
3.21K
+ 20.06%
$86.89 - $109.38 $279K - $351K
19.2K $1.67M
WCN
Waste Connections, Inc.

Industrials
332
+ 3.25%
$169.89 - $195.19 $56.4K - $64.8K
10.5K $2.06M
CVS
Cvs Health Corp

Healthcare
4.23K
New
$44.22 - $68.64 $187K - $290K
4.23K $286K
FCX
Freeport Mcmoran Inc

Basic Materials
7.56K
+ 21.63%
$34.5 - $43.01 $261K - $325K
42.5K $1.61M
WM
Waste Management Inc

Industrials
64
+ 0.72%
$200.54 - $233.78 $12.8K - $15K
8.94K $2.07M
BSX
Boston Scientific Corp

Healthcare
2.64K
New
$89.38 - $106.18 $236K - $280K
2.64K $265K
MSA
Msa Safety Inc

Industrials
1.75K
New
$146.69 - $166.47 $257K - $292K
1.75K $257K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.55K
New
$132.75 - $177.12 $205K - $274K
1.55K $236K
TTE
Total Energies Se

Energy
3.39K
New
N/A
3.39K $232K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.5K
+ 3.8%
$95.85 - $99.25 $143K - $148K
40.8K $4.04M
DTE
Dte Energy CO

Utilities
1.65K
New
$117.6 - $138.27 $195K - $229K
1.65K $228K
GD
General Dynamics Corp

Industrials
362
+ 2.74%
$241.94 - $272.58 $87.6K - $98.7K
13.6K $3.7M
SSNC
Ss&C Technologies Holdings Inc

Technology
2.6K
New
$74.75 - $89.13 $194K - $231K
2.6K $216K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
7.44K
New
$24.11 - $28.41 $179K - $211K
7.44K $211K
SPOT
Spotify Technology S.A.

Communication Services
385
New
$457.79 - $648.32 $176K - $250K
385 $211K
Activity Summary
Buys All Purchases 192 New Holdings 17 Increased Positions 175 Sells All Sells 178 Reductions 178 Sold out 0 Options Calls 0 Puts 0
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