Sound View Wealth Advisors Group, LLC Incresed Positions in Q1 2025

Sound View Wealth Advisors Group, LLC

  • $1.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
490
+ 4.75%
$576.36 - $736.67 $282K - $361K
10.8K $6.23M
ASML
Asml Holding Nv

Technology
237
+ 35.8%
$662.63 - $776.99 $157K - $184K
899 $595K
XEL
Xcel Energy Inc

Utilities
1.22K
+ 7.8%
$63.37 - $72.1 $77.2K - $87.8K
16.8K $1.19M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
25.5K
+ 3.2%
$29.34 - $31.31 $749K - $799K
823K $24.4M
SPGI
S&P Global Inc.

Financial Services
230
+ 45.54%
$478.26 - $543.77 $110K - $125K
735 $373K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
500
+ 5.75%
$98.98 - $113.18 $49.5K - $56.6K
9.19K $1.04M
NFLX
Netflix Inc

Communication Services
47
+ 2.68%
$828.4 - $1058.6 $38.9K - $49.8K
1.8K $1.68M
WELL
Welltower Inc.

Real Estate
73
+ 2.04%
$124.05 - $156.86 $9.06K - $11.5K
3.64K $558K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.75K
+ 1.76%
$65.27 - $71.18 $245K - $267K
217K $14.4M
NOC
Northrop Grumman Corp

Industrials
36
+ 1.97%
$433.45 - $513.82 $15.6K - $18.5K
1.87K $955K
ICE
Intercontinental Exchange, Inc.

Financial Services
146
+ 5.44%
$142.8 - $176.36 $20.8K - $25.7K
2.83K $488K
KLAC
Kla Corp

Technology
40
+ 3.37%
$636.62 - $777.63 $25.5K - $31.1K
1.23K $834K
VRT
Vertiv Holdings CO

Industrials
979
+ 9.13%
N/A
11.7K $1.01M
UNP
Union Pacific Corp

Industrials
215
+ 5.41%
$225.21 - $254.42 $48.4K - $54.7K
4.19K $990K
O
Realty Income Corp

Real Estate
792
+ 11.8%
$51.67 - $58.49 $40.9K - $46.3K
7.51K $435K
CAH
Cardinal Health Inc

Healthcare
226
+ 10.15%
$118.02 - $137.77 $26.7K - $31.1K
2.45K $337K
YUM
Yum Brands Inc

Consumer Cyclical
114
+ 4.89%
$123.25 - $162.53 $14.1K - $18.5K
2.44K $384K
NEE
Nextera Energy Inc

Utilities
1.52K
+ 3.23%
$66.96 - $76.16 $102K - $116K
48.6K $3.45M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.74K
+ 19.86%
$57.21 - $65.8 $99.7K - $115K
10.5K $613K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
910
+ 4.26%
$42.5 - $46.71 $38.7K - $42.5K
22.3K $1.01M
CL
Colgate Palmolive CO

Consumer Defensive
418
+ 4.62%
$85.68 - $97.5 $35.8K - $40.8K
9.46K $886K
TRGP
Targa Resources Corp.

Energy
116
+ 6.61%
$178.44 - $217.22 $20.7K - $25.2K
1.87K $375K
HSY
Hershey CO

Consumer Defensive
312
+ 7.72%
$144.74 - $186.36 $45.2K - $58.1K
4.35K $744K
AMT
American Tower Corp

Real Estate
7
+ 0.41%
$173.46 - $217.6 $1.21K - $1.52K
1.73K $375K
SLB
Schlumberger Limited

Energy
441
+ 3.93%
$38.4 - $43.74 $16.9K - $19.3K
11.7K $487K
APD
Air Products & Chemicals, Inc.

Basic Materials
126
+ 3.58%
$283.24 - $338.07 $35.7K - $42.6K
3.65K $1.08M
ALL
Allstate Corp

Financial Services
171
+ 12.79%
$180.99 - $210.18 $30.9K - $35.9K
1.51K $312K
CB
Chubb LTD

Financial Services
23
+ 1.23%
$257.71 - $301.99 $5.93K - $6.95K
1.9K $573K
TSCO
Tractor Supply CO

Consumer Cyclical
601
+ 6.42%
$51.66 - $57.94 $31K - $34.8K
9.96K $548K
KRYS
Krystal Biotech, Inc.

Healthcare
95
+ 6.69%
$142.64 - $194.44 $13.6K - $18.5K
1.52K $273K
QCOM
Qualcomm Inc

Technology
310
+ 1.3%
$151.94 - $175.86 $47.1K - $54.5K
24.2K $3.72M
TJX
Tjx Companies Inc

Consumer Cyclical
231
+ 1.32%
$112.81 - $126.16 $26.1K - $29.1K
17.7K $2.16M
BTI
British American Tobacco P.L.C.

Consumer Defensive
12
+ 0.13%
$35.35 - $42.74 $424 - $513
8.92K $368K
OTIS
Otis Worldwide Corp

Industrials
5
+ 0.12%
$90.77 - $104.01 $454 - $520
4.13K $426K
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
BK
Bank Of New York Mellon Corp

Financial Services
10
+ 0.22%
$75.42 - $88.95 $754 - $890
4.5K $377K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
514
+ 4.59%
$46.26 - $47.48 $23.8K - $24.4K
11.7K $555K
F
Ford Motor CO

Consumer Cyclical
2.63K
+ 7.83%
$9.12 - $10.43 $24K - $27.4K
36.2K $362K
CRWD
Crowd Strike Holdings, Inc.

Technology
33
+ 1.99%
$308.86 - $455.36 $10.2K - $15K
1.7K $597K
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
BR
Broadridge Financial Solutions, Inc.

Technology
3
+ 0.19%
$221.46 - $244.83 $664 - $734
1.55K $375K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
825
+ 4.61%
$21.49 - $22.24 $17.7K - $18.3K
18.7K $415K
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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