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
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.06K
- 11.6%
$182.82 - $196.21 $194K - $209K
8.1K $1.52M
GIS
General Mills Inc

Consumer Defensive
-266
- 0.7%
$57.56 - $65.3 $15.3K - $17.4K
37.8K $2.26M
GPN
Global Payments Inc

Industrials
-90
- 0.85%
$92.18 - $113.03 $8.3K - $10.2K
10.4K $1.02M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-16
- 0.06%
$408.78 - $448.82 $6.54K - $7.18K
25K $10.5M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-3.7K
- 6.8%
$47.59 - $48.35 $176K - $179K
50.7K $2.45M
ACN
Accenture PLC

Technology
-255
- 15.84%
$300.91 - $398.25 $76.7K - $102K
1.36K $422K
FNF
Fidelity National Financial, Inc.

Financial Services
-3.19K
- 41.14%
$54.25 - $65.27 $173K - $208K
4.56K $297K
VO
Vanguard Mid Cap ETF

ETFs
-321
- 3.34%
$251.87 - $277.95 $80.9K - $89.2K
9.28K $2.4M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-74
- 1.74%
$497.6 - $606.74 $36.8K - $44.9K
4.18K $2.08M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.72K
- 2.63%
$126.11 - $135.06 $217K - $232K
63.8K $8.22M
IVW
Ishares S&P 500 Growth ETF

ETFs
-78
- 0.56%
$92.45 - $106.69 $7.21K - $8.32K
13.9K $1.29M
SLF
Sun Life Financial Inc

Financial Services
-1.91K
- 21.47%
$54.05 - $59.19 $103K - $113K
6.98K $399K
VTV
Vanguard Value ETF

ETFs
-1.33K
- 4.51%
$167.73 - $179.21 $223K - $238K
28.1K $4.85M
ET
Energy Transfer LP

Energy
-4.14K
- 8.36%
$17.26 - $21.08 $71.5K - $87.3K
45.4K $844K
FIX
Comfort Systems Usa Inc

Industrials
-57
- 5.73%
$313.26 - $550.27 $17.9K - $31.4K
937 $302K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-847
- 23.92%
$101.98 - $115.66 $86.4K - $98K
2.69K $275K
USXF
Ishares Esg Advanced Msci Usa

Technology
-1.78K
- 17.77%
$46.38 - $52.65 $82.3K - $93.5K
8.21K $383K
NKE
Nike, Inc.

Consumer Cyclical
-726
- 13.53%
$63.29 - $81.72 $45.9K - $59.3K
4.64K $294K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.95K
- 2.85%
$30.73 - $32.26 $60K - $63K
66.7K $2.05M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-1.78K
- 5.48%
$43.63 - $46.01 $77.7K - $81.9K
30.7K $1.35M
GS
Goldman Sachs Group Inc

Financial Services
-119
- 8.17%
$524.81 - $672.19 $62.5K - $80K
1.34K $730K
SRE
Sempra Energy

Utilities
-505
- 13.35%
$67.85 - $87.67 $34.3K - $44.3K
3.28K $233K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.65K
- 13.57%
$87.68 - $94.52 $144K - $156K
10.5K $983K
CCL
Carnival Corp

Consumer Cyclical
-700
- 4.69%
$19.08 - $28.49 $13.4K - $19.9K
14.2K $277K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-50
- 1.48%
$161.27 - $192.3 $8.06K - $9.62K
3.32K $535K
NXPI
Nxp Semiconductors N.V.

Technology
-1
- 0.02%
$189.99 - $245.86 $190 - $246
4.84K $920K
CARR
Carrier Global Corp

Industrials
-419
- 3.62%
$62.07 - $70.55 $26K - $29.6K
11.2K $707K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-579
- 17.93%
$96.93 - $109.51 $56.1K - $63.4K
2.65K $259K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-1.54K
- 20.52%
$58.32 - $65.09 $89.9K - $100K
5.97K $359K
EVRG
Evergy, Inc.

Utilities
-1.8K
- 28.25%
$59.9 - $69.52 $108K - $125K
4.57K $315K
CDNS
Cadence Design Systems Inc

Technology
-26
- 1.78%
$233.96 - $324.52 $6.08K - $8.44K
1.43K $364K
IWP
Ishares Russell Mid Cap Growth

ETFs
-7
- 0.09%
$114.9 - $139.6 $804 - $977
7.82K $919K
VEU
Vanguard Ftse All World Ex Us

ETFs
-2.02K
- 12.93%
$56.51 - $62.98 $114K - $127K
13.6K $822K
UNH
Unitedhealth Group Inc

Healthcare
-307
- 6.12%
$461.52 - $548.18 $142K - $168K
4.71K $2.46M
IBB
Ishares Biotechnology ETF

ETFs
-324
- 4.77%
$127.9 - $140.56 $41.4K - $45.5K
6.47K $827K
DNP
Dnp Select Income Fund Inc

Financial Services
-35.8K
- 13.43%
$8.93 - $9.92 $319K - $355K
230K $2.28M
VFH
Vanguard Financial ETF

ETFs
-609
- 19.1%
$114.07 - $127.34 $69.5K - $77.6K
2.58K $308K
FDX
Fedex Corp

Industrials
-62
- 4.41%
$230.33 - $281.53 $14.3K - $17.5K
1.35K $327K
KHC
Kraft Heinz CO

Consumer Defensive
-2.08K
- 17.88%
$28.51 - $32.22 $59.4K - $67.1K
9.57K $291K
T
At&T Inc.

Communication Services
-7.13K
- 27.22%
$21.56 - $28.28 $154K - $202K
19.1K $539K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-580
- 9.27%
N/A
5.68K $487K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-4.13K
- 24.05%
$12.03 - $12.69 $49.6K - $52.4K
13K $159K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.1K
- 4.58%
$97.38 - $104.52 $107K - $114K
22.8K $2.33M
XOM
Exxon Mobil Corp

Energy
-7.04K
- 10.12%
$105.44 - $118.93 $743K - $838K
62.5K $7.44M
PEG
Public Service Enterprise Group Inc

Utilities
-197
- 1.39%
$78.2 - $90.39 $15.4K - $17.8K
14K $1.15M
CEG
Constellation Energy Corp

Utilities
-79
- 5.89%
$201.63 - $347.44 $15.9K - $27.4K
1.26K $254K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
-361
- 5.06%
$72.31 - $80.69 $26.1K - $29.1K
6.78K $493K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.15K
- 14.54%
$74.85 - $84.89 $86.2K - $97.8K
6.77K $553K
SYY
Sysco Corp

Consumer Defensive
-376
- 6.7%
$70.0 - $77.13 $26.3K - $29K
5.24K $392K
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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