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
NBIX
Neurocrine Biosciences Inc

Healthcare
190
+ 3.87%
$87.54 - $128.18 $16.6K - $24.4K
5.1K $641K
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 5.36%
$4164.15 - $5789.24 $12.5K - $17.4K
59 $341K
DTM
Dt Midstream, Inc.

Energy
488
+ 22.41%
$87.23 - $109.91 $42.6K - $53.6K
2.67K $293K
MAR
Marriott International Inc

Consumer Cyclical
32
+ 1.56%
$211.12 - $274.14 $6.76K - $8.77K
2.09K $569K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
644
+ 6.12%
$51.16 - $62.02 $32.9K - $39.9K
11.2K $692K
XLC
Select Sector Spdr Tr Communic

ETFs
195
+ 4.21%
$86.13 - $108.53 $16.8K - $21.2K
4.83K $524K
MAIN
Main Street Capital Corp

Financial Services
1.1K
+ 25.59%
$49.15 - $59.32 $54.2K - $65.4K
5.41K $319K
HII
Huntington Ingalls Industries, Inc.

Industrials
155
+ 15.26%
$183.31 - $241.46 $28.4K - $37.4K
1.17K $282K
UPS
United Parcel Service Inc

Industrials
1.04K
+ 29.55%
$91.92 - $110.2 $95.5K - $114K
4.56K $459K
UBER
Uber Technologies, Inc

Technology
129
+ 4.41%
$64.62 - $93.3 $8.34K - $12K
3.05K $284K
SCHW
Schwab Charles Corp

Financial Services
123
+ 3.27%
$69.06 - $91.24 $8.49K - $11.2K
3.88K $354K
PSX
Phillips 66

Energy
560
+ 22.53%
$92.87 - $125.73 $52K - $70.4K
3.05K $363K
ED
Consolidated Edison Inc

Utilities
3.59K
+ 11.99%
$98.05 - $113.3 $352K - $407K
33.5K $3.37M
PHYS
Sprott Physical Gold Trust

Financial Services
1.09K
+ 6.2%
$22.82 - $26.29 $25K - $28.8K
18.7K $475K
CTAS
Cintas Corp

Industrials
123
+ 10.49%
$190.11 - $227.66 $23.4K - $28K
1.3K $288K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
891
+ 7.6%
$46.47 - $47.67 $41.4K - $42.5K
12.6K $601K
GLW
Corning Inc

Technology
109
+ 1.81%
$39.07 - $52.59 $4.26K - $5.73K
6.12K $321K
MCK
Mckesson Corp

Healthcare
28
+ 7.33%
$652.83 - $732.78 $18.3K - $20.5K
410 $300K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.05K
+ 25.16%
$390.26 - $489.06 $410K - $514K
5.23K $2.12M
ITOT
Ishares Core S&P Total U.S. St

ETFs
18
+ 0.6%
$108.12 - $135.04 $1.95K - $2.43K
3.03K $409K
SRE
Sempra Energy

Utilities
339
+ 10.34%
$63.78 - $78.91 $21.6K - $26.8K
3.62K $274K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
485
+ 10.97%
$77.94 - $79.5 $37.8K - $38.6K
4.91K $390K
BK
Bank Of New York Mellon Corp

Financial Services
89
+ 1.98%
$73.31 - $91.62 $6.52K - $8.15K
4.59K $417K
CB
Chubb LTD

Financial Services
217
+ 11.43%
$274.32 - $302.46 $59.5K - $65.6K
2.12K $613K
ADI
Analog Devices Inc

Technology
2
+ 0.2%
$164.6 - $238.02 $329 - $476
1.03K $243K
F
Ford Motor CO

Consumer Cyclical
535
+ 1.48%
$8.69 - $10.85 $4.65K - $5.8K
36.7K $398K
ATR
Aptargroup, Inc.

Healthcare
139
+ 7.85%
$133.66 - $158.53 $18.6K - $22K
1.91K $298K
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
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
651
+ 6.67%
$46.41 - $47.7 $30.2K - $31.1K
10.4K $494K
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
Ge Vernova Inc
1
+ 0.09%
N/A
1.07K $0
CRH.L
Crh PLC

Basic Materials
107
+ 3.72%
N/A
2.98K $0
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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