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
SHW
Sherwin Williams CO

Basic Materials
593
New
$313.51 - $363.51 $186K - $216K
593 $203K
XLY
Select Sector Spdr Consumer Di

ETFs
930
New
$176.34 - $218.59 $164K - $203K
930 $202K
VLO
Valero Energy Corp

Energy
1.49K
New
$104.69 - $141.77 $156K - $211K
1.49K $200K
CEG
Constellation Energy Corp

Utilities
110
+ 8.72%
$170.96 - $322.76 $18.8K - $35.5K
1.37K $442K
C
Citigroup Inc

Financial Services
856
+ 11.31%
$58.13 - $85.12 $49.8K - $72.9K
8.43K $717K
VEA
Vanguard Ftse Developed Market

ETFs
1.53K
+ 10.97%
$45.65 - $57.01 $70K - $87.5K
15.5K $884K
CSX
Csx Corp

Industrials
2.93K
+ 12.52%
$26.69 - $32.91 $78.3K - $96.6K
26.4K $860K
ASML
Asml Holding Nv

Technology
47
+ 5.23%
$595.37 - $815.24 $28K - $38.3K
946 $758K
DE
Deere & CO

Industrials
11
+ 0.28%
$412.99 - $531.48 $4.54K - $5.85K
4K $2.03M
UL
Unilever PLC

Consumer Defensive
2.36K
+ 33.37%
$57.9 - $65.43 $137K - $154K
9.43K $577K
NKE
Nike, Inc.

Consumer Cyclical
1.63K
+ 35.13%
$53.27 - $72.04 $86.8K - $117K
6.27K $445K
MRK
Merck & Co., Inc.

Healthcare
9.13K
+ 16.92%
$73.47 - $87.12 $671K - $796K
63.1K $4.99M
BX
Blackstone Inc.

Financial Services
504
+ 6.69%
$120.07 - $151.11 $60.5K - $76.2K
8.04K $1.2M
TT
Trane Technologies PLC

Industrials
149
+ 20.16%
$315.21 - $437.41 $47K - $65.2K
888 $388K
CCL
Carnival Corp

Consumer Cyclical
100
+ 0.7%
$16.43 - $28.12 $1.64K - $2.81K
14.3K $402K
VEU
Vanguard Ftse All World Ex Us

ETFs
486
+ 3.58%
$54.19 - $67.22 $26.3K - $32.7K
14.1K $944K
EFA
Ishares Tr Msci Eafe ETF

ETFs
685
+ 10.12%
$72.96 - $90.39 $50K - $61.9K
7.45K $666K
ABT
Abbott Laboratories

Healthcare
184
+ 0.74%
$123.95 - $138.08 $22.8K - $25.4K
25.1K $3.41M
NSC
Norfolk Southern Corp

Industrials
29
+ 0.55%
$206.34 - $257.46 $5.98K - $7.47K
5.26K $1.35M
SPOT
Spotify Technology S.A.

Communication Services
30
+ 7.79%
$503.3 - $775.9 $15.1K - $23.3K
415 $318K
ACN
Accenture PLC

Technology
409
+ 30.18%
$279.23 - $323.21 $114K - $132K
1.76K $527K
IAU
Ishares Gold Trust

ETFs
104
+ 0.37%
$56.1 - $64.74 $5.83K - $6.73K
28.6K $1.78M
DDOG
Datadog, Inc.

Technology
153
+ 6.57%
$87.0 - $134.33 $13.3K - $20.6K
2.48K $333K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
635
+ 9.32%
$90.56 - $109.49 $57.5K - $69.5K
7.45K $813K
SLV
I Shares Silver Trust

ETFs
336
+ 0.7%
$27.08 - $33.74 $9.1K - $11.3K
48.6K $1.6M
NBIX
Neurocrine Biosciences Inc

Healthcare
190
+ 3.87%
$87.54 - $128.18 $16.6K - $24.4K
5.1K $641K
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 5.36%
$4164.15 - $5789.24 $12.5K - $17.4K
59 $341K
DTM
Dt Midstream, Inc.

Energy
488
+ 22.41%
$87.23 - $109.91 $42.6K - $53.6K
2.67K $293K
MAR
Marriott International Inc

Consumer Cyclical
32
+ 1.56%
$211.12 - $274.14 $6.76K - $8.77K
2.09K $569K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
644
+ 6.12%
$51.16 - $62.02 $32.9K - $39.9K
11.2K $692K
XLC
Select Sector Spdr Tr Communic

ETFs
195
+ 4.21%
$86.13 - $108.53 $16.8K - $21.2K
4.83K $524K
MAIN
Main Street Capital Corp

Financial Services
1.1K
+ 25.59%
$49.15 - $59.32 $54.2K - $65.4K
5.41K $319K
HII
Huntington Ingalls Industries, Inc.

Industrials
155
+ 15.26%
$183.31 - $241.46 $28.4K - $37.4K
1.17K $282K
UPS
United Parcel Service Inc

Industrials
1.04K
+ 29.55%
$91.92 - $110.2 $95.5K - $114K
4.56K $459K
UBER
Uber Technologies, Inc

Technology
129
+ 4.41%
$64.62 - $93.3 $8.34K - $12K
3.05K $284K
HUM
Humana Inc

Healthcare
360
+ 31.2%
$224.93 - $295.04 $81K - $106K
1.51K $370K
SCHW
Schwab Charles Corp

Financial Services
123
+ 3.27%
$69.06 - $91.24 $8.49K - $11.2K
3.88K $354K
PSX
Phillips 66

Energy
560
+ 22.53%
$92.87 - $125.73 $52K - $70.4K
3.05K $363K
ED
Consolidated Edison Inc

Utilities
3.59K
+ 11.99%
$98.05 - $113.3 $352K - $407K
33.5K $3.37M
PHYS
Sprott Physical Gold Trust

Financial Services
1.09K
+ 6.2%
$22.82 - $26.29 $25K - $28.8K
18.7K $475K
CTAS
Cintas Corp

Industrials
123
+ 10.49%
$190.11 - $227.66 $23.4K - $28K
1.3K $288K
GLW
Corning Inc

Technology
109
+ 1.81%
$39.07 - $52.59 $4.26K - $5.73K
6.12K $321K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
891
+ 7.6%
$46.47 - $47.67 $41.4K - $42.5K
12.6K $601K
MCK
Mckesson Corp

Healthcare
28
+ 7.33%
$652.83 - $732.78 $18.3K - $20.5K
410 $300K
ITOT
Ishares Core S&P Total U.S. St

ETFs
18
+ 0.6%
$108.12 - $135.04 $1.95K - $2.43K
3.03K $409K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.05K
+ 25.16%
$390.26 - $489.06 $410K - $514K
5.23K $2.12M
SRE
Sempra Energy

Utilities
339
+ 10.34%
$63.78 - $78.91 $21.6K - $26.8K
3.62K $274K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
485
+ 10.97%
$77.94 - $79.5 $37.8K - $38.6K
4.91K $390K
CB
Chubb LTD

Financial Services
217
+ 11.43%
$274.32 - $302.46 $59.5K - $65.6K
2.12K $613K
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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