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

Sound View Wealth Advisors Group, LLC

  • $1.34 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CPRT
Copart Inc

Consumer Cyclical
-864
- 16.89%
$47.72 - $63.84 $41.2K - $55.2K
4.25K $208K
APD
Air Products & Chemicals, Inc.

Basic Materials
-99
- 2.72%
$248.61 - $294.96 $24.6K - $29.2K
3.55K $1M
VDC
Vanguard Consumer Staples ETF

ETFs
-336
- 24.8%
$204.89 - $224.73 $68.8K - $75.5K
1.02K $223K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-803
- 2.58%
$63.54 - $68.5 $51K - $55K
30.4K $2.05M
PPL
Ppl Corp

Utilities
-730
- 4.26%
$33.45 - $36.5 $24.4K - $26.6K
16.4K $556K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.85K
- 2.77%
$29.0 - $30.68 $53.6K - $56.7K
64.9K $1.99M
CL
Colgate Palmolive CO

Consumer Defensive
-315
- 3.33%
$87.57 - $96.0 $27.6K - $30.2K
9.15K $831K
KHC
Kraft Heinz CO

Consumer Defensive
-367
- 3.84%
$25.61 - $30.81 $9.4K - $11.3K
9.2K $237K
SNY
Sanofi

Healthcare
-225
- 4.03%
$47.62 - $55.44 $10.7K - $12.5K
5.35K $258K
CVS
Cvs Health Corp

Healthcare
-803
- 19.0%
$60.04 - $70.18 $48.2K - $56.4K
3.42K $236K
TGT
Target Corp

Consumer Defensive
-162
- 3.15%
$88.76 - $105.77 $14.4K - $17.1K
4.98K $490K
ADBE
Adobe Inc.

Technology
-118
- 15.73%
$340.0 - $420.68 $40.1K - $49.6K
632 $244K
MA
Mastercard Inc

Financial Services
-110
- 6.59%
$479.92 - $590.74 $52.8K - $65K
1.56K $876K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-427
- 11.12%
$149.76 - $186.42 $63.9K - $79.6K
3.41K $636K
TSCO
Tractor Supply CO

Consumer Cyclical
-212
- 2.13%
$47.86 - $55.77 $10.1K - $11.8K
9.75K $514K
HSY
Hershey CO

Consumer Defensive
-70
- 1.61%
$151.29 - $173.13 $10.6K - $12.1K
4.28K $710K
QCOM
Qualcomm Inc

Technology
-1.07K
- 4.4%
$124.66 - $159.48 $133K - $170K
23.1K $3.68M
USB
Us Bancorp \De\

Financial Services
-1.52K
- 10.63%
$36.4 - $45.76 $55.1K - $69.3K
12.7K $576K
DTE
Dte Energy CO

Utilities
-117
- 7.07%
$127.39 - $139.49 $14.9K - $16.3K
1.54K $203K
DVY
Ishares Tr

ETFs
-66
- 0.65%
$118.37 - $134.86 $7.81K - $8.9K
10.1K $1.34M
CMI
Cummins Inc

Industrials
-117
- 10.86%
$267.12 - $336.65 $31.3K - $39.4K
960 $314K
CCI
Crown Castle International Corp

Real Estate
-158
- 5.55%
$94.83 - $107.06 $15K - $16.9K
2.69K $276K
IBB
Ishares Biotechnology ETF

ETFs
-80
- 1.24%
$112.02 - $129.0 $8.96K - $10.3K
6.39K $808K
IXN
Ishares Global Information Tec

ETFs
-1K
- 22.22%
$65.81 - $92.34 $65.8K - $92.3K
3.5K $323K
TRV
Travelers Companies, Inc.

Financial Services
-94
- 3.62%
$233.83 - $276.34 $22K - $26K
2.5K $669K
EXC
Exelon Corp

Utilities
-15
- 0.29%
$42.2 - $47.37 $633 - $711
5.1K $221K
DRI
Darden Restaurants Inc

Consumer Cyclical
-173
- 6.63%
$186.58 - $225.78 $32.3K - $39.1K
2.44K $531K
MUB
Ishares National Muni Bond ETF

ETFs
-28
- 0.37%
$102.31 - $105.8 $2.86K - $2.96K
7.62K $796K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-127
- 1.21%
$85.42 - $94.39 $10.8K - $12K
10.4K $973K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-372
- 2.85%
$11.34 - $12.35 $4.22K - $4.59K
12.7K $150K
SSNC
Ss&C Technologies Holdings Inc

Technology
-93
- 3.58%
$71.96 - $83.42 $6.69K - $7.76K
2.5K $207K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-98
- 1.73%
N/A
5.58K $479K
PEG
Public Service Enterprise Group Inc

Utilities
-389
- 2.79%
$77.13 - $84.18 $30K - $32.7K
13.6K $1.14M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-415
- 0.82%
$47.89 - $48.65 $19.9K - $20.2K
50.3K $2.45M
ROK
Rockwell Automation, Inc

Industrials
-192
- 23.3%
$218.97 - $332.17 $42K - $63.8K
632 $209K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-247
- 0.29%
$72.02 - $73.82 $17.8K - $18.2K
85.5K $6.3M
MET
Metlife Inc

Financial Services
-40
- 0.69%
$68.42 - $82.49 $2.74K - $3.3K
5.72K $459K
V
Visa Inc.

Financial Services
-280
- 1.32%
$308.27 - $373.31 $86.3K - $105K
20.9K $7.42M
HD
Home Depot, Inc.

Consumer Cyclical
-22
- 0.06%
$335.24 - $380.78 $7.38K - $8.38K
35.8K $13.1M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-25
- 0.25%
$82.21 - $83.12 $2.06K - $2.08K
9.91K $821K
VTV
Vanguard Value ETF

ETFs
-640
- 2.28%
$153.67 - $176.74 $98.3K - $113K
27.4K $4.85M
Lam Research Corp
-143
- 0.66%
N/A
21.5K $0
Thomson Reuters Corp
-3
- 0.21%
N/A
1.4K $0
PDEC
Innovator U.S. Equity Power Bu
-765
- 10.38%
N/A
6.6K $0
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-436
- 10.7%
$45.98 - $56.15 $20K - $24.5K
3.64K $204K
Linde PLC
-607
- 27.35%
N/A
1.61K $0
Canadian Pacific Kansas City
-22.1K
- 68.83%
N/A
10K $0
Kiniksa Pharmaceuticals Intl
-2.15K
- 14.68%
N/A
12.5K $0
CI
Cigna Corp

Healthcare
-4
- 0.28%
$301.89 - $340.04 $1.21K - $1.36K
1.44K $475K
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
Track This Portfolio

Track Sound View Wealth Advisors Group, LLC Portfolio

Follow Sound View Wealth Advisors Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound View Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound View Wealth Advisors Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email