Sound View Wealth Advisors Group, LLC Reduced Holdings in Q1 2025

Sound View Wealth Advisors Group, LLC

  • $1.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-21K
- 6.79%
$209.68 - $247.1 $4.4M - $5.19M
288K $64M
TSLA
Tesla, Inc.

Consumer Cyclical
-6.02K
- 13.54%
$222.15 - $428.22 $1.34M - $2.58M
38.5K $9.97M
AVGO
Broadcom Inc.

Technology
-1.59K
- 3.03%
$167.43 - $244.7 $267K - $390K
51K $8.54M
VGT
Vanguard Information Technolog

ETFs
-1.13K
- 4.16%
$542.38 - $646.34 $614K - $732K
26.1K $14.1M
VTI
Vanguard Total Stock Market Et

ETFs
-4.42K
- 5.86%
$271.18 - $303.12 $1.2M - $1.34M
71K $19.5M
GOOG
Alphabet Inc.

Communication Services
-625
- 0.96%
$156.06 - $207.71 $97.5K - $130K
64.8K $10.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-85.1K
- 13.45%
$27.01 - $28.54 $2.3M - $2.43M
547K $15.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-566
- 1.83%
$468.34 - $539.52 $265K - $305K
30.4K $14.2M
GOOGL
Alphabet Inc.

Communication Services
-223
- 0.52%
$154.33 - $206.19 $34.4K - $46K
42.5K $6.57M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-19.9K
- 2.04%
$21.75 - $24.28 $433K - $484K
956K $21.1M
BYRN
Byrna Technologies Inc.

Industrials
-4.65K
- 4.36%
$16.84 - $34.19 $78.3K - $159K
102K $1.72M
EFX
Equifax Inc

Industrials
-3.9K
- 63.33%
$235.63 - $278.34 $918K - $1.08M
2.26K $549K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-57
- 0.26%
$360.07 - $417.26 $20.5K - $23.8K
22.2K $8M
DGRO
Ishares Core Dividend Growth E

ETFs
-15.9K
- 9.23%
$60.46 - $64.42 $961K - $1.02M
156K $9.66M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-3.94K
- 50.63%
$168.84 - $202.89 $665K - $799K
3.84K $674K
CRM
Salesforce, Inc.

Technology
-1.02K
- 13.88%
$268.36 - $359.95 $273K - $367K
6.33K $1.7M
VUG
Vanguard Growth ETF

ETFs
-853
- 8.28%
$369.1 - $427.61 $315K - $365K
9.45K $3.5M
PG
Procter & Gamble CO

Consumer Defensive
-5.72K
- 6.32%
$158.56 - $176.26 $907K - $1.01M
84.8K $14.4M
EMR
Emerson Electric CO

Industrials
-112
- 0.27%
$108.64 - $131.17 $12.2K - $14.7K
40.8K $4.47M
CCI
Crown Castle International Corp

Real Estate
-6.89K
- 70.76%
$84.33 - $106.39 $581K - $733K
2.85K $296K
INTU
Intuit Inc

Technology
-792
- 51.83%
$555.63 - $630.23 $440K - $499K
736 $451K
CAT
Caterpillar Inc

Industrials
-212
- 1.78%
$326.75 - $407.63 $69.3K - $86.4K
11.7K $3.86M
AXP
American Express CO

Financial Services
-508
- 4.33%
$255.39 - $325.87 $130K - $166K
11.2K $3.02M
DEO
Diageo PLC

Consumer Defensive
-1.53K
- 11.48%
$104.79 - $126.12 $161K - $193K
11.8K $1.24M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.13K
- 7.92%
$222.66 - $268.42 $251K - $303K
13.1K $3.06M
VOE
Vanguard Mid Cap Value Index F

ETFs
-2.32K
- 13.71%
$156.61 - $168.02 $364K - $390K
14.6K $2.35M
WMT
Walmart Inc.

Consumer Defensive
-1.11K
- 1.08%
$84.5 - $105.05 $93.4K - $116K
101K $8.91M
ROK
Rockwell Automation, Inc

Industrials
-1.16K
- 58.38%
$255.29 - $303.75 $295K - $351K
824 $212K
BX
Blackstone Inc.

Financial Services
-579
- 7.14%
$136.53 - $186.74 $79.1K - $108K
7.53K $1.05M
DIS
Walt Disney CO

Communication Services
-1.54K
- 10.12%
$96.87 - $114.0 $149K - $175K
13.6K $1.35M
USLM
United States Lime & Minerals Inc

Basic Materials
-1.08K
- 19.46%
$85.17 - $125.32 $91.6K - $135K
4.45K $393K
NSC
Norfolk Southern Corp

Industrials
-1.47K
- 21.92%
$227.69 - $259.76 $334K - $382K
5.23K $1.24M
JNJ
Johnson & Johnson

Healthcare
-12.6K
- 15.22%
$142.06 - $167.7 $1.79M - $2.11M
70.1K $11.6M
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.18K
- 1.85%
$82.81 - $92.93 $97.4K - $109K
62.3K $5.3M
PFE
Pfizer Inc

Healthcare
-6.88K
- 6.01%
$25.01 - $27.13 $172K - $187K
108K $2.73M
EQIX
Equinix Inc

Real Estate
-3
- 0.13%
$803.0 - $959.97 $2.41K - $2.88K
2.39K $1.95M
IVV
Ishares Core S&P 500 ETF

ETFs
-259
- 4.74%
$554.06 - $615.85 $144K - $160K
5.2K $2.92M
VIG
Vanguard Dividend Appreciation

ETFs
-1.45K
- 1.56%
N/A
91.6K $16.7M
SPG
Simon Property Group Inc

Real Estate
-1.33K
- 26.78%
$159.48 - $187.78 $212K - $249K
3.63K $603K
VB
Vanguard Small Cap ETF

ETFs
-808
- 21.75%
$217.89 - $252.64 $176K - $204K
2.91K $644K
COP
Conocophillips

Energy
-2.68K
- 38.44%
$88.6 - $105.85 $237K - $283K
4.29K $450K
FHI
Federated Hermes, Inc.

Financial Services
-5.5K
- 30.14%
$37.58 - $41.51 $207K - $228K
12.7K $519K
IEMG
Ishares Inc

ETFs
-3.98K
- 32.79%
N/A
8.16K $437K
UPS
United Parcel Service Inc

Industrials
-1.22K
- 25.74%
$109.66 - $136.26 $134K - $166K
3.52K $386K
VCR
Vanguard Consumer Discretionar

ETFs
-36
- 0.91%
$318.51 - $391.75 $11.5K - $14.1K
3.9K $1.27M
FV
First Trust Dorsey Wright Focu

ETFs
-3.06K
- 45.3%
$53.91 - $63.03 $165K - $193K
3.7K $202K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-4.57K
- 5.06%
$71.17 - $73.66 $325K - $337K
85.8K $6.3M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-2.35K
- 17.89%
$59.79 - $67.15 $140K - $158K
10.8K $652K
CMCSA
Comcast Corp

Communication Services
-3.87K
- 8.04%
$33.19 - $38.23 $128K - $148K
44.3K $1.63M
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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