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
BTI
British American Tobacco P.L.C.

Consumer Defensive
12
+ 0.13%
$35.35 - $42.74 $424 - $513
8.92K $368K
VEA
Vanguard Ftse Developed Market

ETFs
30
+ 0.21%
$47.4 - $52.99 $1.42K - $1.59K
14K $710K
WWD
Woodward, Inc.

Industrials
89
+ 5.84%
$171.38 - $195.22 $15.3K - $17.4K
1.61K $294K
CTAS
Cintas Corp

Industrials
68
+ 6.16%
$182.09 - $208.14 $12.4K - $14.2K
1.17K $240K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
32
+ 3.37%
$208.48 - $244.03 $6.67K - $7.81K
981 $239K
BDX
Becton Dickinson & CO

Healthcare
138
+ 8.94%
$222.79 - $249.08 $30.7K - $34.4K
1.68K $385K
USB
Us Bancorp \De\

Financial Services
2.4K
+ 20.25%
$40.92 - $50.9 $98.2K - $122K
14.3K $601K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
514
+ 4.59%
$46.26 - $47.48 $23.8K - $24.4K
11.7K $555K
BK
Bank Of New York Mellon Corp

Financial Services
10
+ 0.22%
$75.42 - $88.95 $754 - $890
4.5K $377K
F
Ford Motor CO

Consumer Cyclical
2.63K
+ 7.83%
$9.12 - $10.43 $24K - $27.4K
36.2K $362K
HUM
Humana Inc

Healthcare
63
+ 5.77%
$249.11 - $303.11 $15.7K - $19.1K
1.15K $305K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
386
+ 4.12%
$45.92 - $47.58 $17.7K - $18.4K
9.76K $463K
MS
Morgan Stanley

Financial Services
674
+ 11.85%
$111.68 - $141.08 $75.3K - $95.1K
6.36K $742K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
825
+ 4.61%
$21.49 - $22.24 $17.7K - $18.3K
18.7K $415K
BR
Broadridge Financial Solutions, Inc.

Technology
3
+ 0.19%
$221.46 - $244.83 $664 - $734
1.55K $375K
TT
Trane Technologies PLC

Industrials
129
+ 21.15%
$332.0 - $400.86 $42.8K - $51.7K
739 $248K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
110
+ 1.32%
$120.07 - $144.17 $13.2K - $15.9K
8.43K $1.05M
ENB
Enbridge Inc

Energy
243
+ 4.8%
$41.54 - $45.45 $10.1K - $11K
5.3K $235K
LNT
Alliant Energy Corp

Utilities
5
+ 0.13%
$56.66 - $66.04 $283 - $330
3.79K $243K
WFC
Wells Fargo & Company

Financial Services
115
+ 1.59%
$66.78 - $81.42 $7.68K - $9.36K
7.36K $528K
STZ
Constellation Brands, Inc.

Consumer Defensive
315
+ 29.91%
$161.05 - $222.93 $50.7K - $70.2K
1.37K $251K
MCO
Moodys Corp

Financial Services
66
+ 3.84%
$437.8 - $527.48 $28.9K - $34.8K
1.78K $830K
DHI
Horton D R Inc

Consumer Cyclical
1.13K
+ 11.4%
$125.29 - $147.65 $141K - $167K
11K $1.4M
RACE
Ferrari N.V.

Consumer Cyclical
21
+ 0.96%
$413.73 - $508.15 $8.69K - $10.7K
2.2K $940K
WY
Weyerhaeuser CO

Real Estate
40
+ 0.35%
$27.29 - $31.39 $1.09K - $1.26K
11.4K $334K
MTB
M&T Bank Corp

Financial Services
153
+ 10.01%
$170.47 - $201.98 $26.1K - $30.9K
1.68K $300K
TXN
Texas Instruments Inc

Technology
69
+ 0.45%
N/A
15.4K $2.99M
VDC
Vanguard Consumer Staples ETF

ETFs
1
+ 0.07%
$206.54 - $226.16 $207 - $226
1.36K $296K
EW
Edwards Lifesciences Corp

Healthcare
223
+ 4.75%
$67.95 - $76.19 $15.2K - $17K
4.91K $356K
MET
Metlife Inc

Financial Services
193
+ 3.47%
$77.7 - $87.0 $15K - $16.8K
5.76K $462K
PAUG
Innovator U.S. Equity Power Bu

ETFs
282
+ 3.98%
$37.4 - $39.42 $10.5K - $11.1K
7.36K $278K
COF
Capital One Financial Corp

Financial Services
10
+ 0.52%
$163.87 - $209.82 $1.64K - $2.1K
1.94K $347K
VMC
Vulcan Materials CO

Basic Materials
131
+ 11.21%
$220.9 - $277.54 $28.9K - $36.4K
1.3K $303K
AMAT
Applied Materials Inc

Technology
542
+ 12.18%
$145.06 - $195.51 $78.6K - $106K
4.99K $724K
Ishares Bitcoin Trust ETF
3K
+ 27.93%
N/A
13.7K $0
Ge Vernova Inc
111
+ 11.61%
N/A
1.07K $0
Linde PLC
92
+ 4.33%
N/A
2.22K $0
Victory Portfolios Ii
11.3K
New
N/A
11.3K $0
Kiniksa Pharmaceuticals Intl
568
+ 4.03%
N/A
14.7K $0
Canadian Pacific Kansas City
665
+ 2.11%
N/A
32.1K $0
Ishares Tr
6.57K
+ 31.8%
N/A
27.2K $0
Lam Research Corp
917
+ 4.43%
N/A
21.6K $0
CRH.L
Crh PLC

Basic Materials
39
+ 1.38%
N/A
2.88K $0
Ishares Tr
6K
+ 8.74%
N/A
74.7K $0
FPE
First Tr Pfd Secs & Income ETF

ETFs
31
+ 0.21%
$17.53 - $17.87 $543 - $554
14.7K $259K
RSP
Invesco S&P 500 Equal Weight E

ETFs
5
+ 0.37%
$169.43 - $182.84 $847 - $914
1.35K $234K
CDW
Cdw Corp

Technology
91
+ 7.55%
$160.26 - $206.13 $14.6K - $18.8K
1.3K $207K
MAIN
Main Street Capital Corp

Financial Services
102
+ 2.43%
$54.71 - $63.1 $5.58K - $6.44K
4.31K $243K
GLW
Corning Inc

Technology
105
+ 1.78%
$44.91 - $54.25 $4.72K - $5.7K
6.01K $275K
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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