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
ENB
Enbridge Inc

Energy
-72
- 1.36%
$41.09 - $47.16 $2.96K - $3.4K
5.23K $237K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-388
- 5.53%
$86.58 - $104.98 $33.6K - $40.7K
6.63K $695K
VBR
Vanguard Small Cap Value ETF

ETFs
-29
- 2.7%
$162.76 - $195.77 $4.72K - $5.68K
1.05K $204K
CDW
Cdw Corp

Technology
-111
- 8.56%
$144.49 - $190.68 $16K - $21.2K
1.19K $211K
VMC
Vulcan Materials CO

Basic Materials
-109
- 8.38%
$226.49 - $276.01 $24.7K - $30.1K
1.19K $310K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-282
- 3.83%
$35.3 - $40.46 $9.95K - $11.4K
7.08K $286K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-21
- 1.55%
$152.93 - $181.74 $3.21K - $3.82K
1.33K $242K
MTB
M&T Bank Corp

Financial Services
-85
- 5.05%
$156.58 - $193.99 $13.3K - $16.5K
1.6K $309K
ANSS
Ansys Inc

Technology
-37
- 5.84%
$284.19 - $351.22 $10.5K - $13K
597 $209K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-19
- 0.32%
$54.27 - $63.01 $1.03K - $1.2K
5.96K $373K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.44K
- 6.48%
$39.89 - $49.46 $57.6K - $71.4K
20.8K $1.03M
ICE
Intercontinental Exchange, Inc.

Financial Services
-47
- 1.66%
$151.62 - $183.47 $7.13K - $8.62K
2.78K $510K
COST
Costco Wholesale Corp

Consumer Defensive
-238
- 4.05%
$908.13 - $1056.85 $216K - $252K
5.65K $5.59M
IWD
Ishares Russell 1000 Val ETF

ETFs
-125
- 1.54%
$166.82 - $194.23 $20.9K - $24.3K
7.98K $1.55M
UTG
Reaves Utility Income Fund

Financial Services
-884
- 5.66%
$29.08 - $36.18 $25.7K - $32K
14.7K $532K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-607
- 6.81%
$39.43 - $49.34 $23.9K - $29.9K
8.31K $393K
CDNS
Cadence Design Systems Inc

Technology
-167
- 11.66%
$231.64 - $323.08 $38.7K - $54K
1.27K $389K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-137
- 3.55%
$101.97 - $126.75 $14K - $17.4K
3.73K $472K
TFC
Truist Financial Corp

Financial Services
-537
- 1.86%
$34.79 - $42.99 $18.7K - $23.1K
28.4K $1.22M
MCO
Moodys Corp

Financial Services
-61
- 3.42%
$396.7 - $501.59 $24.2K - $30.6K
1.72K $863K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
-392
- 5.78%
$62.35 - $83.2 $24.4K - $32.6K
6.39K $531K
SLF
Sun Life Financial Inc

Financial Services
-317
- 4.54%
$53.39 - $66.45 $16.9K - $21.1K
6.67K $442K
TD
Toronto Dominion Bank

Financial Services
-19
- 0.54%
$55.71 - $73.45 $1.06K - $1.4K
3.53K $259K
LMT
Lockheed Martin Corp

Industrials
-26
- 0.71%
$430.82 - $486.45 $11.2K - $12.6K
3.65K $1.69M
CAH
Cardinal Health Inc

Healthcare
-141
- 5.75%
$125.0 - $168.0 $17.6K - $23.7K
2.31K $388K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-39
- 1.61%
$224.16 - $285.86 $8.74K - $11.1K
2.38K $681K
ISRG
Intuitive Surgical Inc

Healthcare
-123
- 4.25%
$451.58 - $565.94 $55.5K - $69.6K
2.77K $1.51M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-338
- 1.1%
$41.3 - $47.0 $14K - $15.9K
30.4K $1.43M
MS
Morgan Stanley

Financial Services
-565
- 8.88%
$99.83 - $140.86 $56.4K - $79.6K
5.8K $816K
WRB
Berkley W R Corp

Financial Services
-462
- 0.98%
$64.28 - $75.17 $29.7K - $34.7K
46.8K $3.44M
WWD
Woodward, Inc.

Industrials
-89
- 5.52%
$157.29 - $247.55 $14K - $22K
1.52K $373K
VCR
Vanguard Consumer Discretionar

ETFs
-174
- 4.46%
$290.42 - $364.35 $50.5K - $63.4K
3.73K $1.35M
DGRO
Ishares Core Dividend Growth E

ETFs
-3.98K
- 2.54%
$55.22 - $63.94 $220K - $254K
152K $9.74M
IGM
Ishares Expanded Tech Sector E

ETFs
-549
- 8.19%
$79.8 - $112.34 $43.8K - $61.7K
6.16K $691K
CARR
Carrier Global Corp

Industrials
-330
- 2.96%
$55.55 - $75.83 $18.3K - $25K
10.8K $792K
KMI
Kinder Morgan, Inc.

Energy
-514
- 0.43%
$25.21 - $29.4 $13K - $15.1K
119K $3.5M
FSS
Federal Signal Corp

Industrials
-1K
- 14.01%
$69.23 - $106.42 $69.2K - $106K
6.14K $653K
SHOP
Shopify Inc.

Technology
-368
- 4.13%
$76.89 - $115.35 $28.3K - $42.4K
8.55K $986K
HON
Honeywell International Inc

Industrials
-110
- 1.25%
$182.86 - $232.88 $20.1K - $25.6K
8.66K $2.02M
IWP
Ishares Russell Mid Cap Growth

ETFs
-1
- 0.01%
$104.34 - $138.68 $104 - $139
7.82K $1.08M
CW
Curtiss Wright Corp

Industrials
-9
- 0.89%
$283.18 - $488.55 $2.55K - $4.4K
1.01K $491K
AMAT
Applied Materials Inc

Technology
-91
- 1.82%
$126.95 - $183.52 $11.6K - $16.7K
4.9K $897K
DIS
Walt Disney CO

Communication Services
-1.3K
- 9.54%
$81.72 - $124.01 $106K - $161K
12.3K $1.53M
IWR
Ishares Russell Mid Cap ETF

ETFs
-2.56K
- 4.11%
$74.88 - $91.97 $192K - $236K
59.8K $5.5M
CAT
Caterpillar Inc

Industrials
-1.22K
- 10.37%
$273.94 - $388.21 $333K - $472K
10.5K $4.08M
KLAC
Kla Corp

Technology
-45
- 3.67%
$576.53 - $902.94 $25.9K - $40.6K
1.18K $1.06M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-28
- 0.8%
$179.95 - $278.88 $5.04K - $7.81K
3.48K $971K
CRWD
Crowd Strike Holdings, Inc.

Technology
-55
- 3.24%
$321.63 - $509.31 $17.7K - $28K
1.64K $835K
AMD
Advanced Micro Devices Inc

Technology
-173
- 2.16%
$78.21 - $143.81 $13.5K - $24.9K
7.84K $1.11M
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