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
TT
Trane Technologies PLC

Industrials
129
+ 21.15%
$332.0 - $400.86 $42.8K - $51.7K
739 $248K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
110
+ 1.32%
$120.07 - $144.17 $13.2K - $15.9K
8.43K $1.05M
ENB
Enbridge Inc

Energy
243
+ 4.8%
$41.54 - $45.45 $10.1K - $11K
5.3K $235K
LNT
Alliant Energy Corp

Utilities
5
+ 0.13%
$56.66 - $66.04 $283 - $330
3.79K $243K
WFC
Wells Fargo & Company

Financial Services
115
+ 1.59%
$66.78 - $81.42 $7.68K - $9.36K
7.36K $528K
STZ
Constellation Brands, Inc.

Consumer Defensive
315
+ 29.91%
$161.05 - $222.93 $50.7K - $70.2K
1.37K $251K
MCO
Moodys Corp

Financial Services
66
+ 3.84%
$437.8 - $527.48 $28.9K - $34.8K
1.78K $830K
DHI
Horton D R Inc

Consumer Cyclical
1.13K
+ 11.4%
$125.29 - $147.65 $141K - $167K
11K $1.4M
RACE
Ferrari N.V.

Consumer Cyclical
21
+ 0.96%
$413.73 - $508.15 $8.69K - $10.7K
2.2K $940K
WY
Weyerhaeuser CO

Real Estate
40
+ 0.35%
$27.29 - $31.39 $1.09K - $1.26K
11.4K $334K
MTB
M&T Bank Corp

Financial Services
153
+ 10.01%
$170.47 - $201.98 $26.1K - $30.9K
1.68K $300K
VDC
Vanguard Consumer Staples ETF

ETFs
1
+ 0.07%
$206.54 - $226.16 $207 - $226
1.36K $296K
EW
Edwards Lifesciences Corp

Healthcare
223
+ 4.75%
$67.95 - $76.19 $15.2K - $17K
4.91K $356K
MET
Metlife Inc

Financial Services
193
+ 3.47%
$77.7 - $87.0 $15K - $16.8K
5.76K $462K
PAUG
Innovator U.S. Equity Power Bu

ETFs
282
+ 3.98%
$37.4 - $39.42 $10.5K - $11.1K
7.36K $278K
COF
Capital One Financial Corp

Financial Services
10
+ 0.52%
$163.87 - $209.82 $1.64K - $2.1K
1.94K $347K
VMC
Vulcan Materials CO

Basic Materials
131
+ 11.21%
$220.9 - $277.54 $28.9K - $36.4K
1.3K $303K
AMAT
Applied Materials Inc

Technology
542
+ 12.18%
$145.06 - $195.51 $78.6K - $106K
4.99K $724K
Linde PLC
92
+ 4.33%
N/A
2.22K $0
CRH.L
Crh PLC

Basic Materials
39
+ 1.38%
N/A
2.88K $0
Ishares Tr
6K
+ 8.74%
N/A
74.7K $0
Lam Research Corp
917
+ 4.43%
N/A
21.6K $0
Ishares Bitcoin Trust ETF
3K
+ 27.93%
N/A
13.7K $0
Canadian Pacific Kansas City
665
+ 2.11%
N/A
32.1K $0
Ishares Tr
6.57K
+ 31.8%
N/A
27.2K $0
Ge Vernova Inc
111
+ 11.61%
N/A
1.07K $0
Kiniksa Pharmaceuticals Intl
568
+ 4.03%
N/A
14.7K $0
FPE
First Tr Pfd Secs & Income ETF

ETFs
31
+ 0.21%
$17.53 - $17.87 $543 - $554
14.7K $259K
CDW
Cdw Corp

Technology
91
+ 7.55%
$160.26 - $206.13 $14.6K - $18.8K
1.3K $207K
RSP
Invesco S&P 500 Equal Weight E

ETFs
5
+ 0.37%
$169.43 - $182.84 $847 - $914
1.35K $234K
MAIN
Main Street Capital Corp

Financial Services
102
+ 2.43%
$54.71 - $63.1 $5.58K - $6.44K
4.31K $243K
GLW
Corning Inc

Technology
105
+ 1.78%
$44.91 - $54.25 $4.72K - $5.7K
6.01K $275K
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
HPQ
Hp Inc

Technology
112
+ 1.09%
$27.69 - $34.72 $3.1K - $3.89K
10.4K $288K
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
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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