Sound View Wealth Advisors Group, LLC Purchases in Q2 2025

Sound View Wealth Advisors Group, LLC

  • $1.34 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
6.83K
+ 2.95%
$94.31 - $157.99 $645K - $1.08M
238K $37.7M
MSFT
Microsoft Corp

Technology
2.37K
+ 2.59%
$354.56 - $497.45 $841K - $1.18M
94.1K $46.8M
BMY
Bristol Myers Squibb CO

Healthcare
251K
+ 437.96%
$44.12 - $59.6 $11.1M - $14.9M
308K $14.3M
AVGO
Broadcom Inc.

Technology
13.3K
+ 26.16%
$146.29 - $275.65 $1.95M - $3.68M
64.3K $17.7M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
301K
+ 21.36%
N/A
1.71M $40.6M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
241K
New
$22.81 - $22.97 $5.5M - $5.54M
241K $5.53M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
62.7K
+ 1551.39%
$60.29 - $71.77 $3.78M - $4.5M
66.7K $4.67M
VTI
Vanguard Total Stock Market Et

ETFs
6.36K
+ 8.96%
$243.75 - $303.93 $1.55M - $1.93M
77.3K $23.5M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
160K
+ 13.78%
$23.96 - $24.27 $3.83M - $3.88M
1.32M $32M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
148K
+ 15.59%
$24.94 - $25.42 $3.7M - $3.77M
1.1M $28M
META
Meta Platforms, Inc.

Communication Services
1.9K
+ 17.54%
$484.66 - $738.09 $918K - $1.4M
12.7K $9.37M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
127K
+ 15.58%
$22.7 - $23.33 $2.89M - $2.97M
945K $22M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
135K
+ 267.74%
$17.76 - $22.1 $2.41M - $2.99M
186K $4.11M
JPM
Jpmorgan Chase & CO

Financial Services
1.12K
+ 1.79%
$210.28 - $289.91 $234K - $323K
63.5K $18.4M
AMZN
Amazon Com Inc

Consumer Cyclical
2.46K
+ 2.81%
$167.32 - $223.3 $411K - $548K
89.9K $19.7M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
114K
+ 20.96%
$24.31 - $25.29 $2.77M - $2.88M
657K $16.6M
ZG
Zillow Group, Inc.

Communication Services
39.3K
New
$59.44 - $70.64 $2.34M - $2.78M
39.3K $2.69M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
28.4K
+ 3.45%
$27.3 - $31.8 $775K - $903K
851K $27.1M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
115K
+ 14.89%
$20.23 - $21.04 $2.32M - $2.41M
885K $18.6M
XLK
Technology Sector Spdr

ETFs
1.91K
+ 4.68%
$179.73 - $253.23 $344K - $484K
42.8K $10.8M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.37K
+ 0.14%
$19.6 - $24.44 $26.8K - $33.4K
958K $23.4M
GOOGL
Alphabet Inc.

Communication Services
6.19K
+ 14.57%
$144.7 - $178.6 $896K - $1.11M
48.7K $8.58M
GILD
Gilead Sciences, Inc.

Healthcare
17K
+ 167.94%
$96.91 - $113.0 $1.65M - $1.92M
27.1K $3.01M
ORCL
Oracle Corp

Technology
13
+ 0.06%
$122.82 - $218.63 $1.6K - $2.84K
23.4K $5.12M
WFC
Wells Fargo & Company

Financial Services
22.2K
+ 301.18%
$60.98 - $80.12 $1.35M - $1.78M
29.5K $2.37M
WELL
Welltower Inc.

Real Estate
10.6K
+ 290.18%
$136.49 - $155.22 $1.44M - $1.64M
14.2K $2.19M
WDAY
Workday, Inc.

Technology
6.54K
New
$210.47 - $274.71 $1.38M - $1.8M
6.54K $1.57M
IWF
Ishares Russell 1000 Gr ETF

ETFs
195
+ 0.88%
$320.42 - $424.58 $62.5K - $82.8K
22.4K $9.49M
BYRN
Byrna Technologies Inc.

Industrials
50
+ 0.05%
$14.96 - $33.14 $748 - $1.66K
102K $3.15M
SPY
Spdr S&P 500 ETF Trust

ETFs
390
+ 2.01%
$496.48 - $617.85 $194K - $241K
19.8K $12.2M
RTX
Raytheon Technologies Corp

Industrials
5.87K
+ 15.75%
$113.75 - $148.48 $668K - $871K
43.1K $6.3M
IBKR
Interactive Brokers Group, Inc.

Financial Services
24.5K
New
$50.53 - $212.53 $1.24M - $5.21M
24.5K $1.36M
IBMO
Ishares Tr Ibonds December 202

ETFs
48.3K
+ 30.66%
$25.32 - $25.63 $1.22M - $1.24M
206K $5.27M
AXP
American Express CO

Financial Services
1.92K
+ 17.12%
$231.39 - $318.98 $445K - $613K
13.2K $4.2M
IEFA
Ishares Tr

ETFs
10.3K
+ 29.87%
$67.83 - $84.09 $700K - $868K
44.9K $3.75M
PM
Philip Morris International Inc.

Consumer Defensive
395
+ 0.96%
$149.23 - $184.95 $58.9K - $73.1K
41.6K $7.58M
DASH
Door Dash, Inc.

Communication Services
3.75K
New
$163.16 - $246.51 $612K - $925K
3.75K $925K
XEL
Xcel Energy Inc

Utilities
13.8K
+ 82.15%
$65.65 - $72.39 $908K - $1M
30.7K $2.09M
NFLX
Netflix Inc

Communication Services
88
+ 4.88%
$855.86 - $1339.13 $75.3K - $118K
1.89K $2.53M
IBMP
Ishares Tr Ibonds December 202

ETFs
33K
+ 27.07%
$24.98 - $25.35 $824K - $836K
155K $3.93M
PEP
Pepsico Inc

Consumer Defensive
10.8K
+ 32.61%
$128.02 - $151.37 $1.38M - $1.63M
43.9K $5.8M
FITB
Fifth Third Bancorp

Financial Services
15.6K
+ 17.43%
$33.32 - $41.51 $521K - $649K
105K $4.33M
PANW
Palo Alto Networks Inc

Technology
2.27K
+ 31.59%
$152.44 - $204.64 $346K - $465K
9.46K $1.94M
IWB
Ishares Tr Russell 1000 ETF

ETFs
592
+ 4.27%
$272.36 - $339.57 $161K - $201K
14.5K $4.91M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.07K
+ 31.53%
$299.15 - $396.54 $321K - $425K
4.47K $1.77M
MRVL
Marvell Technology, Inc.

Technology
5.45K
+ 43.45%
$49.38 - $79.97 $269K - $436K
18K $1.39M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
23.6K
+ 26.63%
$24.88 - $25.41 $588K - $601K
112K $2.86M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
188
+ 0.75%
$376.48 - $440.65 $70.8K - $82.8K
25.2K $11.1M
TXN
Texas Instruments Inc

Technology
2.97K
+ 19.32%
N/A
18.3K $3.56M
Activity Summary
Buys All Purchases 224 New Holdings 29 Increased Positions 195 Sells All Sells 162 Reductions 162 Sold out 0 Options Calls 0 Puts 0
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