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
DLR
Digital Realty Trust, Inc.

Real Estate
320
+ 1.94%
$136.11 - $177.69 $43.6K - $56.9K
16.8K $2.93M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3.9K
+ 13.25%
$75.29 - $91.16 $294K - $356K
33.3K $3M
GLD
Spdr Gold Trust

ETFs
1K
+ 6.68%
$273.71 - $316.29 $275K - $317K
16K $4.88M
EFX
Equifax Inc

Industrials
1.91K
+ 84.63%
$205.5 - $280.54 $393K - $536K
4.17K $1.08M
XLU
Utilities Sector Spdr

ETFs
4.13K
+ 6.07%
$73.09 - $82.77 $302K - $342K
72.2K $5.89M
TJX
Tjx Companies Inc

Consumer Cyclical
3.88K
+ 21.87%
$119.13 - $135.03 $462K - $524K
21.6K $2.67M
WCN
Waste Connections, Inc.

Industrials
3.2K
+ 30.32%
$183.26 - $199.95 $586K - $639K
13.7K $2.57M
CSCO
Cisco Systems, Inc.

Technology
2.34K
+ 5.31%
$53.19 - $69.38 $125K - $163K
46.5K $3.23M
PGR
Progressive Corp

Financial Services
2.66K
+ 20.1%
$255.27 - $288.74 $678K - $767K
15.9K $4.23M
IVV
Ishares Core S&P 500 ETF

ETFs
260
+ 5.0%
$498.8 - $620.9 $130K - $161K
5.46K $3.39M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
17.3K
+ 11.79%
$26.41 - $26.76 $456K - $462K
164K $4.38M
SYK
Stryker Corp

Healthcare
655
+ 7.91%
$337.37 - $395.63 $221K - $259K
8.93K $3.53M
DHR
Danaher Corp

Healthcare
2.03K
+ 112.45%
$174.64 - $205.16 $355K - $417K
3.84K $758K
T
At&T Inc.

Communication Services
12.1K
+ 63.24%
$26.33 - $28.94 $318K - $349K
31.1K $900K
HAS
Hasbro, Inc.

Consumer Cyclical
4.83K
New
$50.71 - $73.82 $245K - $357K
4.83K $356K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
182
+ 3.75%
$141.37 - $228.57 $25.7K - $41.6K
5.03K $1.14M
XLP
Consumer Staples Sector Spdr

ETFs
4.36K
+ 7.37%
N/A
63.5K $4.83M
AIG
American International Group, Inc.

Financial Services
3.84K
New
$77.56 - $87.72 $298K - $337K
3.84K $328K
ETN
Eaton Corp PLC

Industrials
16
+ 0.44%
$246.52 - $356.99 $3.94K - $5.71K
3.67K $1.31M
GD
General Dynamics Corp

Industrials
166
+ 1.22%
$247.68 - $291.66 $41.1K - $48.4K
13.8K $4.01M
GS
Goldman Sachs Group Inc

Financial Services
126
+ 9.42%
$462.22 - $707.75 $58.2K - $89.2K
1.46K $1.04M
IWM
Ishares Russell 2000 ETF

ETFs
286
+ 2.04%
$174.82 - $215.79 $50K - $61.7K
14.3K $3.09M
COF
Capital One Financial Corp

Financial Services
1.02K
+ 52.76%
$150.57 - $212.76 $154K - $217K
2.96K $629K
GE
General Electric CO

Industrials
184
+ 4.58%
$166.81 - $257.39 $30.7K - $47.4K
4.2K $1.08M
INTU
Intuit Inc

Technology
188
+ 25.54%
$544.07 - $787.63 $102K - $148K
924 $727K
IQV
Iqvia Holdings Inc.

Healthcare
1.71K
New
$137.0 - $174.37 $234K - $298K
1.71K $269K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.58K
+ 6.31%
$96.84 - $99.46 $249K - $256K
43.4K $4.31M
MSTR
Microstrategy Inc

Technology
662
New
$237.95 - $421.61 $158K - $279K
662 $267K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.42K
+ 11.67%
$47.46 - $55.3 $210K - $244K
42.3K $2.33M
PLTR
Palantir Technologies Inc.

Technology
1.87K
New
$74.01 - $144.25 $138K - $270K
1.87K $254K
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 0.01%
$82.96 - $110.1 $83 - $110
13.9K $1.53M
SO
Southern CO

Utilities
2.7K
+ 2.93%
$84.91 - $92.56 $229K - $249K
94.8K $8.71M
XLV
Select Sector Spdr Fund Health

ETFs
5.85K
+ 11.81%
$128.77 - $144.3 $753K - $844K
55.4K $7.46M
FROG
J Frog LTD

Technology
5.3K
New
$27.99 - $44.55 $148K - $236K
5.3K $232K
KD
Kyndryl Holdings, Inc.

Technology
5.52K
New
$27.77 - $41.96 $153K - $232K
5.52K $231K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
1.35K
+ 8.44%
$49.85 - $64.51 $67.4K - $87.3K
17.4K $1.12M
NXPI
Nxp Semiconductors N.V.

Technology
408
+ 8.42%
$153.5 - $218.72 $62.6K - $89.2K
5.25K $1.15M
IYW
Ishares Dj Us Tech ETF

ETFs
1.3K
New
$122.57 - $173.27 $160K - $226K
1.3K $225K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.96K
New
$57.41 - $74.81 $170K - $222K
2.96K $220K
AYI
Acuity Brands Inc

Industrials
734
New
$223.31 - $304.18 $164K - $223K
734 $218K
APP
App Lovin Corp

Technology
621
New
$219.37 - $417.89 $136K - $260K
621 $217K
MPC
Marathon Petroleum Corp

Energy
1.29K
New
$118.55 - $170.08 $153K - $220K
1.29K $214K
ARGX
Argenx Se

Healthcare
383
New
$532.27 - $656.65 $204K - $251K
383 $211K
BA
Boeing CO

Industrials
1K
New
$136.59 - $217.51 $137K - $218K
1K $209K
EOG
Eog Resources Inc

Energy
1.75K
New
$104.61 - $129.97 $183K - $228K
1.75K $209K
HWM
Howmet Aerospace Inc.

Industrials
1.11K
New
$112.33 - $186.13 $124K - $206K
1.11K $206K
VO
Vanguard Mid Cap ETF

ETFs
32
+ 0.34%
$228.54 - $279.83 $7.31K - $8.95K
9.31K $2.61M
NTRS
Northern Trust Corp

Financial Services
1.62K
New
$84.45 - $126.79 $137K - $206K
1.62K $205K
CGDV
Capital Group Divid Value ETF

ETFs
5.2K
New
$31.93 - $39.49 $166K - $205K
5.2K $205K
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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