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
CSCO
Cisco Systems, Inc.

Technology
-698
- 1.56%
$58.74 - $64.87 $41K - $45.3K
44.2K $2.73M
AON
Aon PLC

Financial Services
-10
- 0.49%
$348.44 - $409.32 $3.48K - $4.09K
2.04K $812K
RSG
Republic Services, Inc.

Industrials
-2
- 0.1%
$200.09 - $242.16 $400 - $484
1.94K $468K
COST
Costco Wholesale Corp

Consumer Defensive
-104
- 1.74%
$890.62 - $1076.86 $92.6K - $112K
5.88K $5.56M
KMB
Kimberly Clark Corp

Consumer Defensive
-1.74K
- 5.69%
$124.46 - $147.4 $217K - $256K
28.8K $4.1M
ABT
Abbott Laboratories

Healthcare
-3.4K
- 12.02%
$111.1 - $140.22 $378K - $477K
24.9K $3.3M
VHT
Vanguard Health Care ETF

ETFs
-190
- 1.25%
$254.06 - $273.83 $48.3K - $52K
15K $3.98M
ADP
Automatic Data Processing Inc

Industrials
-49
- 0.46%
$286.85 - $318.64 $14.1K - $15.6K
10.6K $3.24M
GILD
Gilead Sciences, Inc.

Healthcare
-684
- 6.33%
$89.14 - $117.41 $61K - $80.3K
10.1K $1.13M
VZ
Verizon Communications Inc

Communication Services
-3.72K
- 6.44%
$37.81 - $46.49 $140K - $173K
54K $2.45M
BMY
Bristol Myers Squibb CO

Healthcare
-619
- 1.07%
$53.9 - $63.11 $33.4K - $39.1K
57.2K $3.49M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-363
- 1.15%
$56.12 - $68.15 $20.4K - $24.7K
31.2K $2.11M
JPM
Jpmorgan Chase & CO

Financial Services
-296
- 0.47%
$225.19 - $279.95 $66.7K - $82.9K
62.3K $15.3M
CVX
Chevron Corp

Energy
-3.54K
- 9.08%
$146.71 - $167.97 $519K - $594K
35.4K $5.93M
ITCI
Intra Cellular Therapies, Inc.

Healthcare
-59
- 0.94%
$81.78 - $131.92 $4.83K - $7.78K
6.19K $816K
DUK
Duke Energy Corp

Utilities
-85
- 0.38%
$105.87 - $121.97 $9K - $10.4K
22.4K $2.73M
MO
Altria Group, Inc.

Consumer Defensive
-2.64K
- 3.57%
$50.81 - $60.02 $134K - $159K
71.4K $4.29M
EPD
Enterprise Products Partners L.P.

Energy
-4.32K
- 1.71%
$31.75 - $34.14 $137K - $147K
248K $8.46M
WRB
Berkley W R Corp

Financial Services
-632
- 1.32%
$56.7 - $71.27 $35.8K - $45K
47.3K $3.36M
SO
Southern CO

Utilities
-1.9K
- 2.02%
$80.96 - $92.96 $154K - $177K
92.1K $8.47M
IBM
International Business Machines Corp

Technology
-288
- 0.9%
$217.4 - $264.74 $62.6K - $76.2K
31.6K $7.85M
KO
Coca Cola CO

Consumer Defensive
-2.13K
- 1.77%
$60.81 - $72.32 $129K - $154K
118K $8.47M
ABBV
Abb Vie Inc.

Healthcare
-3.96K
- 6.73%
$169.2 - $216.66 $670K - $858K
54.9K $11.5M
PM
Philip Morris International Inc.

Consumer Defensive
-2.93K
- 6.65%
$117.15 - $158.79 $344K - $466K
41.2K $6.54M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-349
- 1.83%
$442.66 - $534.52 $154K - $187K
18.7K $9.98M
AMGN
Amgen Inc

Healthcare
-343
- 1.16%
$258.59 - $327.36 $88.7K - $112K
29.2K $9.09M
LLY
Eli Lilly & CO

Healthcare
-220
- 0.75%
$725.72 - $929.72 $160K - $205K
29.2K $24.1M
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
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