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
BAC
Bank Of America Corp

Financial Services
3.62K
+ 5.09%
$39.61 - $47.74 $144K - $173K
74.8K $3.12M
ADBE
Adobe Inc.

Technology
66
+ 9.65%
$377.84 - $464.11 $24.9K - $30.6K
750 $287K
CMI
Cummins Inc

Industrials
56
+ 5.48%
$312.92 - $386.07 $17.5K - $21.6K
1.08K $337K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
383
+ 5.96%
$102.49 - $119.96 $39.3K - $45.9K
6.81K $712K
DHR
Danaher Corp

Healthcare
68
+ 3.91%
$201.62 - $250.59 $13.7K - $17K
1.81K $370K
TFC
Truist Financial Corp

Financial Services
773
+ 2.75%
$39.48 - $48.15 $30.5K - $37.2K
28.9K $1.19M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
115
+ 2.9%
$47.79 - $59.89 $5.5K - $6.89K
4.08K $204K
ITW
Illinois Tool Works Inc

Industrials
62
+ 0.71%
$244.9 - $274.48 $15.2K - $17K
8.8K $2.18M
IWN
Ishares Russell2000 Val ETF

ETFs
1
+ 0.03%
$149.27 - $169.4 $149 - $169
3.35K $505K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
16
+ 0.23%
$96.85 - $111.39 $1.55K - $1.78K
7.01K $692K
PANW
Palo Alto Networks Inc

Technology
148
+ 2.1%
$167.82 - $208.28 $24.8K - $30.8K
7.19K $1.23M
PEP
Pepsico Inc

Consumer Defensive
84
+ 0.25%
$142.64 - $156.42 $12K - $13.1K
33.1K $4.97M
ISRG
Intuitive Surgical Inc

Healthcare
32
+ 1.12%
$476.63 - $610.45 $15.3K - $19.5K
2.9K $1.43M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
181
+ 1.14%
$54.9 - $62.36 $9.94K - $11.3K
16K $891K
CSX
Csx Corp

Industrials
81
+ 0.35%
$29.11 - $33.67 $2.36K - $2.73K
23.4K $689K
MAR
Marriott International Inc

Consumer Cyclical
67
+ 3.37%
$237.01 - $304.45 $15.9K - $20.4K
2.05K $489K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
48
+ 2.02%
$254.58 - $302.92 $12.2K - $14.5K
2.42K $618K
IGM
Ishares Expanded Tech Sector E

ETFs
6
+ 0.09%
$90.67 - $108.46 $544 - $651
6.71K $607K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
46
+ 1.33%
$211.47 - $267.17 $9.73K - $12.3K
3.51K $742K
TGT
Target Corp

Consumer Defensive
436
+ 9.27%
$103.65 - $142.5 $45.2K - $62.1K
5.14K $536K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
226
+ 4.89%
$165.25 - $224.62 $37.3K - $50.8K
4.85K $804K
LMT
Lockheed Martin Corp

Industrials
70
+ 1.94%
$423.19 - $506.29 $29.6K - $35.4K
3.67K $1.64M
HON
Honeywell International Inc

Industrials
48
+ 0.55%
$202.75 - $226.52 $9.73K - $10.9K
8.77K $1.86M
AMD
Advanced Micro Devices Inc

Technology
168
+ 2.14%
$96.63 - $129.55 $16.2K - $21.8K
8.01K $822K
TPG
Tpg Inc.

Financial Services
2.1K
+ 12.46%
$46.15 - $69.77 $97K - $147K
19K $899K
IWB
Ishares Tr Russell 1000 ETF

ETFs
146
+ 1.06%
$302.31 - $337.54 $44.1K - $49.3K
13.9K $4.25M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
2
+ 0.09%
$634.14 - $744.83 $1.27K - $1.49K
2.23K $1.41M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
771
+ 18.84%
$63.82 - $127.89 $49.2K - $98.6K
4.86K $310K
FITB
Fifth Third Bancorp

Financial Services
2.01K
+ 2.29%
$37.48 - $44.96 $75.2K - $90.2K
89.7K $3.52M
ETN
Eaton Corp PLC

Industrials
64
+ 1.78%
$271.83 - $371.23 $17.4K - $23.8K
3.65K $992K
NOW
Service Now, Inc.

Technology
42
+ 3.97%
$783.83 - $1170.39 $32.9K - $49.2K
1.1K $874K
IWM
Ishares Russell 2000 ETF

ETFs
176
+ 1.27%
$198.1 - $229.79 $34.9K - $40.4K
14K $2.8M
MRK
Merck & Co., Inc.

Healthcare
1.97K
+ 3.78%
$83.01 - $101.02 $163K - $199K
54K $4.84M
ORCL
Oracle Corp

Technology
730
+ 3.22%
$139.81 - $186.47 $102K - $136K
23.4K $3.27M
DLR
Digital Realty Trust, Inc.

Real Estate
149
+ 0.91%
$142.1 - $183.56 $21.2K - $27.4K
16.5K $2.36M
MRVL
Marvell Technology, Inc.

Technology
421
+ 3.48%
$61.57 - $126.06 $25.9K - $53.1K
12.5K $771K
HD
Home Depot, Inc.

Consumer Cyclical
326
+ 0.92%
$347.25 - $424.87 $113K - $139K
35.8K $13.1M
XLK
Technology Sector Spdr

ETFs
1.17K
+ 2.93%
$206.38 - $242.18 $240K - $282K
40.9K $8.44M
AMZN
Amazon Com Inc

Consumer Cyclical
866
+ 1.0%
$190.26 - $242.06 $165K - $210K
87.4K $16.6M
MSFT
Microsoft Corp

Technology
1.43K
+ 1.58%
$375.39 - $447.2 $536K - $639K
91.7K $34.4M
NVDA
Nvidia Corp

Technology
3.33K
+ 1.46%
$106.98 - $149.43 $356K - $498K
232K $25.1M
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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