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
DVY
Ishares Tr

ETFs
-485
- 4.55%
$128.58 - $138.1 $62.4K - $67K
10.2K $1.37M
D
Dominion Energy, Inc

Utilities
-695
- 15.91%
$52.85 - $57.43 $36.7K - $39.9K
3.67K $205K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-20
- 0.51%
$113.22 - $126.36 $2.26K - $2.53K
3.86K $443K
SJM
J M Smucker CO

Consumer Defensive
-542
- 12.13%
$100.41 - $118.41 $54.4K - $64.2K
3.93K $464K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 1.75%
$4295.4 - $5141.88 $4.3K - $5.14K
56 $257K
MA
Mastercard Inc

Financial Services
-118
- 6.6%
$504.67 - $576.31 $59.6K - $68K
1.67K $915K
OKE
Oneok Inc

Energy
-100
- 1.01%
$89.57 - $109.85 $8.96K - $11K
9.78K $970K
ATR
Aptargroup, Inc.

Healthcare
-32
- 1.77%
$141.7 - $159.83 $4.53K - $5.11K
1.77K $262K
ZTS
Zoetis Inc.

Healthcare
-216
- 2.43%
$156.48 - $175.67 $33.8K - $37.9K
8.69K $1.43M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-136
- 1.13%
$35.21 - $37.69 $4.79K - $5.13K
11.9K $425K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
-1.33K
- 11.45%
$10.81 - $11.3 $14.3K - $15K
10.2K $112K
TRV
Travelers Companies, Inc.

Financial Services
-304
- 10.48%
$232.43 - $265.13 $70.7K - $80.6K
2.6K $686K
HDV
Ishares Core High Dividend ETF

ETFs
-737
- 8.33%
$110.86 - $121.12 $81.7K - $89.3K
8.12K $982K
MUB
Ishares National Muni Bond ETF

ETFs
-9
- 0.12%
$104.71 - $107.69 $942 - $969
7.65K $806K
XLC
Select Sector Spdr Tr Communic

ETFs
-83
- 1.76%
$94.84 - $105.31 $7.87K - $8.74K
4.63K $446K
CTSH
Cognizant Technology Solutions Corp

Technology
-105
- 3.64%
$75.32 - $90.7 $7.91K - $9.52K
2.78K $212K
GPC
Genuine Parts CO

Consumer Cyclical
-144
- 4.31%
$115.91 - $129.02 $16.7K - $18.6K
3.2K $381K
CPRT
Copart Inc

Consumer Cyclical
-56
- 1.08%
$52.3 - $59.83 $2.93K - $3.35K
5.12K $289K
EQR
Equity Residential

Real Estate
-75
- 1.97%
$66.98 - $75.02 $5.02K - $5.63K
3.72K $266K
INTC
Intel Corp

Technology
-4.94K
- 12.16%
$19.1 - $27.39 $94.4K - $135K
35.7K $810K
WSO
Watsco Inc

Industrials
-67
- 7.46%
$463.86 - $530.75 $31.1K - $35.6K
831 $422K
KMI
Kinder Morgan, Inc.

Energy
-5.03K
- 4.03%
$26.1 - $31.22 $131K - $157K
120K $3.41M
C
Citigroup Inc

Financial Services
-91
- 1.19%
$67.23 - $84.63 $6.12K - $7.7K
7.57K $537K
UBER
Uber Technologies, Inc

Technology
-614
- 17.36%
$63.17 - $81.49 $38.8K - $50K
2.92K $212K
MKC
Mccormick & CO Inc

Consumer Defensive
-208
- 7.32%
$71.24 - $84.73 $14.8K - $17.6K
2.64K $216K
Innovator Etfs Trust
-3.34K
- 29.24%
N/A
8.09K $0
Siriusxm Holdings Inc
-10
- 0.06%
N/A
16.7K $0
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-58
- 1.29%
$77.7 - $78.94 $4.51K - $4.58K
4.42K $349K
SFLR
Innovator Etfs Tr Equity Manag
-2.11K
- 24.57%
N/A
6.49K $0
AWK
American Water Works Company, Inc.

Utilities
-300
- 15.67%
$121.01 - $149.31 $36.3K - $44.8K
1.62K $238K
Kenvue Inc
-644
- 6.45%
N/A
9.34K $0
Acres Commercial Realty Corp
-1K
- 9.09%
N/A
10K $0
Blackrock Inc
-26
- 1.77%
N/A
1.44K $0
UTG
Reaves Utility Income Fund

Financial Services
-380
- 2.38%
$31.08 - $34.42 $11.8K - $13.1K
15.6K $507K
PSX
Phillips 66

Energy
-198
- 7.38%
$113.93 - $131.55 $22.6K - $26K
2.49K $306K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-61
- 0.61%
$81.83 - $82.73 $4.99K - $5.05K
9.94K $822K
TD
Toronto Dominion Bank

Financial Services
-271
- 7.09%
$53.12 - $61.15 $14.4K - $16.6K
3.55K $212K
SNY
Sanofi

Healthcare
-620
- 10.0%
$48.15 - $59.42 $29.9K - $36.8K
5.58K $309K
FDL
First Tr Morningstar Dividend

ETFs
-1.28K
- 6.16%
$39.69 - $43.83 $50.8K - $56.1K
19.5K $847K
PPL
Ppl Corp

Utilities
-1.5K
- 8.06%
$31.68 - $36.11 $47.6K - $54.3K
17.1K $619K
SCHW
Schwab Charles Corp

Financial Services
-29
- 0.77%
$71.24 - $83.64 $2.07K - $2.43K
3.76K $294K
EXC
Exelon Corp

Utilities
-558
- 9.84%
$37.3 - $46.08 $20.8K - $25.7K
5.11K $235K
AZO
Autozone Inc

Consumer Cyclical
-18
- 11.84%
$3193.96 - $3828.11 $57.5K - $68.9K
134 $510K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-97
- 0.21%
$51.52 - $52.37 $5K - $5.08K
45.5K $2.38M
LNC
Lincoln National Corp

Financial Services
-732
- 5.48%
$30.06 - $39.23 $22K - $28.7K
12.6K $453K
MMM
3 M CO

Industrials
-502
- 7.99%
$129.7 - $155.12 $65.1K - $77.9K
5.78K $849K
MCK
Mckesson Corp

Healthcare
-2
- 0.52%
$566.21 - $672.99 $1.13K - $1.35K
382 $257K
DRI
Darden Restaurants Inc

Consumer Cyclical
-30
- 1.14%
$180.02 - $208.56 $5.4K - $6.26K
2.61K $542K
XLE
Energy Sector Spdr

ETFs
-53
- 0.77%
$85.7 - $93.96 $4.54K - $4.98K
6.83K $638K
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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