Sound View Wealth Advisors Group, LLC New Holdings in Q2 2025

Sound View Wealth Advisors Group, LLC

  • $1.34 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
241K
New
$22.81 - $22.97 $5.5M - $5.54M
241K $5.53M
ZG
Zillow Group, Inc.

Communication Services
39.3K
New
$59.44 - $70.64 $2.34M - $2.78M
39.3K $2.69M
WDAY
Workday, Inc.

Technology
6.54K
New
$210.47 - $274.71 $1.38M - $1.8M
6.54K $1.57M
IBKR
Interactive Brokers Group, Inc.

Financial Services
24.5K
New
$50.53 - $212.53 $1.24M - $5.21M
24.5K $1.36M
DASH
Door Dash, Inc.

Communication Services
3.75K
New
$163.16 - $246.51 $612K - $925K
3.75K $925K
HAS
Hasbro, Inc.

Consumer Cyclical
4.83K
New
$50.71 - $73.82 $245K - $357K
4.83K $356K
AIG
American International Group, Inc.

Financial Services
3.84K
New
$77.56 - $87.72 $298K - $337K
3.84K $328K
IQV
Iqvia Holdings Inc.

Healthcare
1.71K
New
$137.0 - $174.37 $234K - $298K
1.71K $269K
MSTR
Microstrategy Inc

Technology
662
New
$237.95 - $421.61 $158K - $279K
662 $267K
PLTR
Palantir Technologies Inc.

Technology
1.87K
New
$74.01 - $144.25 $138K - $270K
1.87K $254K
KD
Kyndryl Holdings, Inc.

Technology
5.52K
New
$27.77 - $41.96 $153K - $232K
5.52K $231K
IYW
Ishares Dj Us Tech ETF

ETFs
1.3K
New
$122.57 - $173.27 $160K - $226K
1.3K $225K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.96K
New
$57.41 - $74.81 $170K - $222K
2.96K $220K
AYI
Acuity Brands Inc

Industrials
734
New
$223.31 - $304.18 $164K - $223K
734 $218K
APP
App Lovin Corp

Technology
621
New
$219.37 - $417.89 $136K - $260K
621 $217K
MPC
Marathon Petroleum Corp

Energy
1.29K
New
$118.55 - $170.08 $153K - $220K
1.29K $214K
ARGX
Argenx Se

Healthcare
383
New
$532.27 - $656.65 $204K - $251K
383 $211K
EOG
Eog Resources Inc

Energy
1.75K
New
$104.61 - $129.97 $183K - $228K
1.75K $209K
BA
Boeing CO

Industrials
1K
New
$136.59 - $217.51 $137K - $218K
1K $209K
HWM
Howmet Aerospace Inc.

Industrials
1.11K
New
$112.33 - $186.13 $124K - $206K
1.11K $206K
NTRS
Northern Trust Corp

Financial Services
1.62K
New
$84.45 - $126.79 $137K - $206K
1.62K $205K
CGDV
Capital Group Divid Value ETF

ETFs
5.2K
New
$31.93 - $39.49 $166K - $205K
5.2K $205K
SHW
Sherwin Williams CO

Basic Materials
593
New
$313.51 - $363.51 $186K - $216K
593 $203K
XLY
Select Sector Spdr Consumer Di

ETFs
930
New
$176.34 - $218.59 $164K - $203K
930 $202K
VLO
Valero Energy Corp

Energy
1.49K
New
$104.69 - $141.77 $156K - $211K
1.49K $200K
Amplify ETF Tr
3.05K
New
N/A
3.05K $0
Global X Fds
4.8K
New
N/A
4.8K $0
Calcimedica Inc
20.1K
New
N/A
20.1K $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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