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
BK
Bank Of New York Mellon Corp

Financial Services
89
+ 1.98%
$73.31 - $91.62 $6.52K - $8.15K
4.59K $417K
ADI
Analog Devices Inc

Technology
2
+ 0.2%
$164.6 - $238.02 $329 - $476
1.03K $243K
ATR
Aptargroup, Inc.

Healthcare
139
+ 7.85%
$133.66 - $158.53 $18.6K - $22K
1.91K $298K
F
Ford Motor CO

Consumer Cyclical
535
+ 1.48%
$8.69 - $10.85 $4.65K - $5.8K
36.7K $398K
ITW
Illinois Tool Works Inc

Industrials
167
+ 1.9%
$218.41 - $252.43 $36.5K - $42.2K
8.97K $2.22M
IEF
Ishares Barclays

ETFs
290
+ 2.19%
$93.15 - $96.56 $27K - $28K
13.5K $1.3M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
1.42K
+ 7.58%
$21.71 - $22.3 $30.8K - $31.6K
20.1K $448K
MMM
3 M CO

Industrials
15
+ 0.26%
$126.09 - $154.15 $1.89K - $2.31K
5.8K $882K
XLF
Financial Sector Spdr

ETFs
133
+ 1.35%
$43.92 - $52.37 $5.84K - $6.97K
9.96K $521K
RSG
Republic Services, Inc.

Industrials
89
+ 4.6%
$227.2 - $258.07 $20.2K - $23K
2.02K $499K
EW
Edwards Lifesciences Corp

Healthcare
36
+ 0.73%
$67.07 - $78.22 $2.41K - $2.82K
4.95K $387K
BSX
Boston Scientific Corp

Healthcare
103
+ 3.91%
$89.7 - $107.41 $9.24K - $11.1K
2.74K $294K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
110
+ 0.24%
$51.68 - $52.76 $5.68K - $5.8K
45.6K $2.41M
IWN
Ishares Russell2000 Val ETF

ETFs
1
+ 0.03%
$131.84 - $157.76 $132 - $158
3.35K $528K
GPC
Genuine Parts CO

Consumer Cyclical
109
+ 3.41%
$105.54 - $129.09 $11.5K - $14.1K
3.31K $401K
SPGI
S&P Global Inc.

Financial Services
9
+ 1.22%
$438.31 - $527.29 $3.94K - $4.75K
744 $392K
AEP
American Electric Power CO Inc

Utilities
1.3K
+ 5.98%
$98.59 - $109.11 $128K - $142K
23.1K $2.39M
O
Realty Income Corp

Real Estate
279
+ 3.72%
$52.27 - $58.52 $14.6K - $16.3K
7.79K $448K
AMT
American Tower Corp

Real Estate
9
+ 0.52%
$203.96 - $228.19 $1.84K - $2.05K
1.73K $383K
SYY
Sysco Corp

Consumer Defensive
53
+ 1.01%
$68.0 - $75.91 $3.6K - $4.02K
5.29K $400K
FPE
First Tr Pfd Secs & Income ETF

ETFs
32
+ 0.22%
$16.93 - $17.81 $542 - $570
14.8K $262K
OTIS
Otis Worldwide Corp

Industrials
197
+ 4.77%
$90.88 - $104.3 $17.9K - $20.5K
4.33K $428K
ET
Energy Transfer LP

Energy
1.22K
+ 2.68%
$15.65 - $18.93 $19K - $23K
46.6K $845K
CRH.L
Crh PLC

Basic Materials
107
+ 3.72%
N/A
2.98K $0
Amplify ETF Tr
3.05K
New
N/A
3.05K $0
Ge Vernova Inc
1
+ 0.09%
N/A
1.07K $0
Global X Fds
4.8K
New
N/A
4.8K $0
Blackrock Inc
17
+ 1.18%
N/A
1.46K $0
AZN
Astrazeneca PLC

Healthcare
2.25K
+ 5.19%
$64.87 - $75.0 $146K - $168K
45.5K $3.18M
Ishares Tr
2.64K
+ 3.53%
N/A
77.3K $0
Ishares Bitcoin Trust ETF
7.39K
+ 53.82%
N/A
21.1K $0
Ishares Tr
3.03K
+ 11.15%
N/A
30.2K $0
Calcimedica Inc
20.1K
New
N/A
20.1K $0
SPG
Simon Property Group Inc

Real Estate
101
+ 2.78%
$140.37 - $171.44 $14.2K - $17.3K
3.73K $599K
KRYS
Krystal Biotech, Inc.

Healthcare
432
+ 28.51%
$123.36 - $181.0 $53.3K - $78.2K
1.95K $267K
FDX
Fedex Corp

Industrials
67
+ 4.98%
$198.07 - $245.17 $13.3K - $16.4K
1.41K $320K
ALL
Allstate Corp

Financial Services
3
+ 0.2%
$180.53 - $212.64 $542 - $638
1.51K $304K
LNC
Lincoln National Corp

Financial Services
161
+ 1.27%
$28.95 - $37.27 $4.66K - $6K
12.8K $442K
LNT
Alliant Energy Corp

Utilities
58
+ 1.53%
$58.79 - $64.85 $3.41K - $3.76K
3.84K $232K
AWK
American Water Works Company, Inc.

Utilities
4
+ 0.25%
$133.82 - $151.96 $535 - $608
1.62K $225K
EQR
Equity Residential

Real Estate
7
+ 0.19%
$61.82 - $71.72 $433 - $502
3.73K $251K
NOC
Northrop Grumman Corp

Industrials
13
+ 0.7%
$456.3 - $540.39 $5.93K - $7.03K
1.88K $939K
NEE
Nextera Energy Inc

Utilities
760
+ 1.56%
$64.11 - $75.0 $48.7K - $57K
49.4K $3.43M
WM
Waste Management Inc

Industrials
18
+ 0.2%
$216.47 - $242.1 $3.9K - $4.36K
8.96K $2.05M
BDX
Becton Dickinson & CO

Healthcare
433
+ 25.74%
$165.15 - $226.42 $71.5K - $98K
2.12K $364K
YUM
Yum Brands Inc

Consumer Cyclical
3
+ 0.12%
$138.36 - $161.45 $415 - $484
2.45K $362K
FDL
First Tr Morningstar Dividend

ETFs
144
+ 0.74%
$38.19 - $43.19 $5.5K - $6.22K
19.6K $822K
ZTS
Zoetis Inc.

Healthcare
308
+ 3.55%
$144.41 - $170.3 $44.5K - $52.5K
9K $1.4M
WEC
Wec Energy Group, Inc.

Utilities
97
+ 1.19%
$102.24 - $109.76 $9.92K - $10.6K
8.28K $862K
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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