Sound View Wealth Advisors Group, LLC Sells in Q2 2025

Sound View Wealth Advisors Group, LLC

  • $1.34 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-255K
- 12.23%
$25.04 - $25.18 $6.38M - $6.41M
1.83M $46M
LLY
Eli Lilly & CO

Healthcare
-5.81K
- 19.91%
$713.71 - $898.95 $4.15M - $5.23M
23.4K $18.2M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-210K
- 46.91%
$23.29 - $23.38 $4.89M - $4.91M
238K $5.56M
PFG
Principal Financial Group Inc

Financial Services
-17.5K
- 74.22%
$69.56 - $86.19 $1.22M - $1.51M
6.08K $482K
UNH
Unitedhealth Group Inc

Healthcare
-1.15K
- 24.46%
$274.35 - $599.47 $316K - $690K
3.56K $1.11M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-19.4K
- 3.54%
$24.32 - $27.87 $472K - $541K
528K $14M
DHI
Horton D R Inc

Consumer Cyclical
-8.4K
- 76.22%
$115.1 - $129.63 $967K - $1.09M
2.62K $337K
BAX
Baxter International Inc

Healthcare
-28.7K
- 72.81%
$27.8 - $34.02 $797K - $976K
10.7K $324K
WMB
Williams Companies, Inc.

Energy
-17.3K
- 25.92%
$54.33 - $62.87 $939K - $1.09M
49.4K $3.1M
EPD
Enterprise Products Partners L.P.

Energy
-1.9K
- 0.77%
$28.95 - $34.22 $55K - $65K
246K $7.63M
VIG
Vanguard Dividend Appreciation

ETFs
-3.63K
- 3.96%
N/A
88K $16M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-4.49K
- 48.84%
$90.21 - $112.66 $405K - $506K
4.7K $428K
VNQ
Vanguard Specialized Funds Van

ETFs
-6.5K
- 54.18%
$79.79 - $91.42 $518K - $594K
5.49K $489K
FCX
Freeport Mcmoran Inc

Basic Materials
-18.5K
- 43.42%
$29.15 - $44.46 $538K - $821K
24.1K $1.04M
KMB
Kimberly Clark Corp

Consumer Defensive
-897
- 3.11%
$126.84 - $145.22 $114K - $130K
28K $3.6M
MCD
Mcdonalds Corp

Consumer Cyclical
-46
- 0.2%
$285.55 - $321.23 $13.1K - $14.8K
23.1K $6.76M
CME
Cme Group Inc.

Financial Services
-1.55K
- 40.29%
$252.37 - $290.71 $392K - $451K
2.3K $634K
MU
Micron Technology Inc

Technology
-8.76K
- 45.63%
$64.72 - $127.91 $567K - $1.12M
10.4K $1.29M
HCA
Hca Healthcare, Inc.

Healthcare
-1.71K
- 23.28%
$317.61 - $387.52 $544K - $664K
5.65K $2.16M
EQIX
Equinix Inc

Real Estate
-395
- 16.55%
$740.07 - $914.43 $292K - $361K
1.99K $1.58M
KO
Coca Cola CO

Consumer Defensive
-3.58K
- 3.03%
$68.37 - $73.9 $245K - $265K
115K $8.11M
GPN
Global Payments Inc

Industrials
-1.08K
- 10.34%
$67.47 - $99.6 $72.9K - $108K
9.36K $749K
TPG
Tpg Inc.

Financial Services
-6.63K
- 34.94%
$39.68 - $53.09 $263K - $352K
12.3K $647K
OKE
Oneok Inc

Energy
-856
- 8.75%
$78.71 - $100.37 $67.4K - $85.9K
8.93K $728K
DEO
Diageo PLC

Consumer Defensive
-1.8K
- 15.27%
$99.86 - $115.75 $180K - $209K
10K $1.01M
FHI
Federated Hermes, Inc.

Financial Services
-5.88K
- 46.13%
$35.85 - $44.32 $211K - $261K
6.87K $304K
ADP
Automatic Data Processing Inc

Industrials
-767
- 7.23%
$276.76 - $326.81 $212K - $251K
9.85K $3.04M
VB
Vanguard Small Cap ETF

ETFs
-965
- 33.2%
$193.73 - $237.37 $187K - $229K
1.94K $460K
CMCSA
Comcast Corp

Communication Services
-3.54K
- 7.99%
$32.84 - $36.72 $116K - $130K
40.8K $1.45M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.4K
- 6.15%
$90.85 - $102.31 $127K - $143K
21.4K $2.16M
LOW
Lowes Companies Inc

Consumer Cyclical
-112
- 0.85%
$210.83 - $235.28 $23.6K - $26.4K
13K $2.89M
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.32K
- 9.02%
$141.87 - $164.49 $187K - $217K
13.3K $2.19M
DUK
Duke Energy Corp

Utilities
-458
- 2.04%
$112.46 - $124.05 $51.5K - $56.8K
22K $2.59M
IEMG
Ishares Inc

ETFs
-2.49K
- 30.52%
N/A
5.67K $304K
AON
Aon PLC

Financial Services
-113
- 5.55%
$335.85 - $398.81 $38K - $45.1K
1.92K $686K
VRT
Vertiv Holdings CO

Industrials
-1.35K
- 11.56%
N/A
10.4K $896K
WSO
Watsco Inc

Industrials
-133
- 16.0%
$421.84 - $520.66 $56.1K - $69.2K
698 $308K
SJM
J M Smucker CO

Consumer Defensive
-360
- 9.17%
$94.41 - $118.52 $34K - $42.7K
3.57K $350K
PAYX
Paychex Inc

Industrials
-117
- 1.1%
$137.01 - $159.78 $16K - $18.7K
10.5K $1.53M
DNP
Dnp Select Income Fund Inc

Financial Services
-8.63K
- 3.74%
$8.89 - $9.88 $76.7K - $85.3K
222K $2.17M
SNV
Synovus Financial Corp

Financial Services
-2.82K
- 35.55%
$38.27 - $51.75 $108K - $146K
5.12K $264K
INTC
Intel Corp

Technology
-4.26K
- 11.93%
$18.13 - $22.69 $77.2K - $96.6K
31.4K $703K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.88K
- 4.51%
$114.78 - $133.31 $330K - $384K
60.9K $8.12M
WY
Weyerhaeuser CO

Real Estate
-2.48K
- 21.65%
$24.69 - $29.48 $61.2K - $73K
8.96K $230K
UNP
Union Pacific Corp

Industrials
-313
- 7.47%
$208.27 - $238.46 $65.2K - $74.6K
3.88K $892K
HDV
Ishares Core High Dividend ETF

ETFs
-561
- 6.91%
$108.41 - $120.51 $60.8K - $67.6K
7.55K $885K
CRM
Salesforce, Inc.

Technology
-449
- 7.1%
$236.26 - $291.15 $106K - $131K
5.88K $1.6M
HPQ
Hp Inc

Technology
-2.09K
- 20.0%
$21.88 - $29.32 $45.6K - $61.1K
8.34K $203K
VFH
Vanguard Financial ETF

ETFs
-816
- 31.64%
$104.87 - $127.3 $85.6K - $104K
1.76K $224K
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
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