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
Ishares Bitcoin Trust ETF
7.39K
+ 53.82%
N/A
21.1K $0
Ishares Tr
2.64K
+ 3.53%
N/A
77.3K $0
AZN
Astrazeneca PLC

Healthcare
2.25K
+ 5.19%
$64.87 - $75.0 $146K - $168K
45.5K $3.18M
Ishares Tr
3.03K
+ 11.15%
N/A
30.2K $0
Blackrock Inc
17
+ 1.18%
N/A
1.46K $0
SPG
Simon Property Group Inc

Real Estate
101
+ 2.78%
$140.37 - $171.44 $14.2K - $17.3K
3.73K $599K
KRYS
Krystal Biotech, Inc.

Healthcare
432
+ 28.51%
$123.36 - $181.0 $53.3K - $78.2K
1.95K $267K
FDX
Fedex Corp

Industrials
67
+ 4.98%
$198.07 - $245.17 $13.3K - $16.4K
1.41K $320K
ALL
Allstate Corp

Financial Services
3
+ 0.2%
$180.53 - $212.64 $542 - $638
1.51K $304K
LNC
Lincoln National Corp

Financial Services
161
+ 1.27%
$28.95 - $37.27 $4.66K - $6K
12.8K $442K
AWK
American Water Works Company, Inc.

Utilities
4
+ 0.25%
$133.82 - $151.96 $535 - $608
1.62K $225K
EQR
Equity Residential

Real Estate
7
+ 0.19%
$61.82 - $71.72 $433 - $502
3.73K $251K
NOC
Northrop Grumman Corp

Industrials
13
+ 0.7%
$456.3 - $540.39 $5.93K - $7.03K
1.88K $939K
NEE
Nextera Energy Inc

Utilities
760
+ 1.56%
$64.11 - $75.0 $48.7K - $57K
49.4K $3.43M
WM
Waste Management Inc

Industrials
18
+ 0.2%
$216.47 - $242.1 $3.9K - $4.36K
8.96K $2.05M
BDX
Becton Dickinson & CO

Healthcare
433
+ 25.74%
$165.15 - $226.42 $71.5K - $98K
2.12K $364K
YUM
Yum Brands Inc

Consumer Cyclical
3
+ 0.12%
$138.36 - $161.45 $415 - $484
2.45K $362K
FDL
First Tr Morningstar Dividend

ETFs
144
+ 0.74%
$38.19 - $43.19 $5.5K - $6.22K
19.6K $822K
ZTS
Zoetis Inc.

Healthcare
308
+ 3.55%
$144.41 - $170.3 $44.5K - $52.5K
9K $1.4M
WEC
Wec Energy Group, Inc.

Utilities
97
+ 1.19%
$102.24 - $109.76 $9.92K - $10.6K
8.28K $862K
SLB
Schlumberger Limited

Energy
1.78K
+ 15.31%
$31.95 - $42.2 $57K - $75.3K
13.4K $454K
FNF
Fidelity National Financial, Inc.

Financial Services
85
+ 1.86%
$53.62 - $66.59 $4.56K - $5.66K
4.65K $260K
MDT
Medtronic PLC

Healthcare
565
+ 1.71%
$80.68 - $88.86 $45.6K - $50.2K
33.7K $2.93M
TRGP
Targa Resources Corp.

Energy
2
+ 0.11%
$157.32 - $205.72 $315 - $411
1.87K $326K
ELV
Elevance Health, Inc.

Healthcare
6
+ 0.51%
$372.27 - $452.69 $2.23K - $2.72K
1.19K $464K
XLE
Energy Sector Spdr

ETFs
60
+ 0.88%
$76.44 - $94.13 $4.59K - $5.65K
6.89K $584K
COP
Conocophillips

Energy
122
+ 2.85%
$82.66 - $106.1 $10.1K - $12.9K
4.41K $395K
MO
Altria Group, Inc.

Consumer Defensive
435
+ 0.61%
$55.56 - $60.91 $24.2K - $26.5K
71.9K $4.21M
VZ
Verizon Communications Inc

Communication Services
887
+ 1.64%
$41.67 - $45.62 $37K - $40.5K
54.9K $2.37M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
708
+ 8.4%
$97.78 - $126.44 $69.2K - $89.5K
9.13K $969K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
94
+ 2.66%
$421.16 - $509.5 $39.6K - $47.9K
3.62K $1.61M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
7.1K
+ 146.08%
$17.1 - $63.66 $121K - $452K
12K $204K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
214
+ 9.6%
$483.07 - $625.6 $103K - $134K
2.44K $1.28M
GIS
General Mills Inc

Consumer Defensive
2.12K
+ 5.61%
$50.37 - $60.97 $107K - $129K
39.9K $2.07M
VHT
Vanguard Health Care ETF

ETFs
50
+ 0.33%
$236.71 - $261.92 $11.8K - $13.1K
15.1K $3.75M
AFL
Aflac Inc

Financial Services
127
+ 0.22%
$99.77 - $112.45 $12.7K - $14.3K
58.8K $6.2M
XOM
Exxon Mobil Corp

Energy
1.13K
+ 1.8%
$99.93 - $119.04 $113K - $134K
63.7K $6.86M
CVX
Chevron Corp

Energy
1.87K
+ 5.26%
$133.73 - $168.51 $249K - $314K
37.3K $5.34M
PG
Procter & Gamble CO

Consumer Defensive
1.75K
+ 2.06%
$157.66 - $172.39 $276K - $302K
86.5K $13.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
232
+ 1.24%
$483.48 - $539.8 $112K - $125K
19K $9.21M
AMGN
Amgen Inc

Healthcare
485
+ 1.66%
$262.28 - $309.85 $127K - $150K
29.7K $8.28M
JNJ
Johnson & Johnson

Healthcare
624
+ 0.89%
$146.36 - $159.82 $91.3K - $99.7K
70.7K $10.8M
ABBV
Abb Vie Inc.

Healthcare
82
+ 0.15%
$170.16 - $206.27 $14K - $16.9K
54.9K $10.2M
AAPL
Apple Inc.

Technology
5.82K
+ 2.02%
$172.42 - $223.89 $1M - $1.3M
294K $60.3M
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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