Sound View Wealth Advisors Group, LLC Incresed Positions in Q2 2025

Sound View Wealth Advisors Group, LLC

  • $1.34 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
NOW
Service Now, Inc.

Technology
205
+ 18.65%
$721.65 - $1040.18 $148K - $213K
1.3K $1.34M
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
XLP
Consumer Staples Sector Spdr

ETFs
4.36K
+ 7.37%
N/A
63.5K $4.83M
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
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.58K
+ 6.31%
$96.84 - $99.46 $249K - $256K
43.4K $4.31M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.42K
+ 11.67%
$47.46 - $55.3 $210K - $244K
42.3K $2.33M
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
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
VO
Vanguard Mid Cap ETF

ETFs
32
+ 0.34%
$228.54 - $279.83 $7.31K - $8.95K
9.31K $2.61M
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
RACE
Ferrari N.V.

Consumer Cyclical
29
+ 1.32%
$397.86 - $499.02 $11.5K - $14.5K
2.23K $1.09M
MRK
Merck & Co., Inc.

Healthcare
9.13K
+ 16.92%
$73.47 - $87.12 $671K - $796K
63.1K $4.99M
NKE
Nike, Inc.

Consumer Cyclical
1.63K
+ 35.13%
$53.27 - $72.04 $86.8K - $117K
6.27K $445K
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
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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