Sound View Wealth Advisors Group, LLC Q1 2025 Filing
Filed May 8, 2025
Portfolio Value
$1.2T
Holdings
406
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (406 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | HCAHCA HEALTHCARE INC | 7,361 | $2.5B | 0.21% | |
| 102 | UNHUNITEDHEALTH GROUP INC | 4,706 | $2.5B | 0.20% | |
| 103 | ISTBISHARES TR | 50,737 | $2.5B | 0.20% | |
| 104 | BACVERIZON COMMUNICATIONS INC | 53,993 | $2.4B | 0.20% | |
| 105 | VIGIVANGUARD WHITEHALL FDS | 29,431 | $2.4B | 0.20% | |
| 106 | VOVANGUARD INDEX FDS | 9,280 | $2.4B | 0.20% | |
| 107 | IGSBISHARES TR | 45,517 | $2.4B | 0.20% | |
| 108 | AEPAMERICAN ELEC PWR CO INC | 21,771 | $2.4B | 0.20% | |
| 109 | FQIDIGITAL RLTY TR INC | 16,491 | $2.4B | 0.19% | |
| 110 | VOEVANGUARD INDEX FDS | 14,617 | $2.3B | 0.19% | |
| 111 | NOBLPROSHARES TR | 22,814 | $2.3B | 0.19% | |
| 112 | DNPDNP SELECT INCOME FD INC | 230,459 | $2.3B | 0.19% | |
| 113 | GISGENERAL MLS INC | 37,769 | $2.3B | 0.19% | |
| 114 | CPCANADIAN PACIFIC KANSAS CITY | 32,120 | $2.3B | 0.19% | |
| 115 | IBMQISHARES TR | 88,754 | $2.2B | 0.18% | |
| 116 | ITWILLINOIS TOOL WKS INC | 8,798 | $2.2B | 0.18% | |
| 117 | TJXTJX COS INC NEW | 17,740 | $2.2B | 0.18% | |
| 118 | MDLZMONDELEZ INTL INC | 31,154 | $2.1B | 0.17% | |
| 119 | TMOTHERMO FISHER SCIENTIFIC INC | 4,178 | $2.1B | 0.17% | |
| 120 | COWZPACER FDS TR | 37,855 | $2.1B | 0.17% | |
| 121 | WMWASTE MGMT INC DEL | 8,941 | $2.1B | 0.17% | |
| 122 | WCNWASTE CONNECTIONS INC | 10,542 | $2.1B | 0.17% | |
| 123 | PFFISHARES TR | 66,725 | $2.1B | 0.17% | |
| 124 | PG4PRINCIPAL FINANCIAL GROUP IN | 23,561 | $2.0B | 0.16% | |
| 125 | EQIXEQUINIX INC | 2,387 | $1.9B | 0.16% | |
| 126 | DEDEERE & CO | 3,984 | $1.9B | 0.15% | |
| 127 | IBMRISHARES TR | 74,671 | $1.9B | 0.15% | |
| 128 | HONHONEYWELL INTL INC | 8,769 | $1.9B | 0.15% | |
| 129 | BYRNBYRNA TECHNOLOGIES INC | 102,085 | $1.7B | 0.14% | |
| 130 | VRTXVERTEX PHARMACEUTICALS INC | 3,530 | $1.7B | 0.14% | |
| 131 | CRMSALESFORCE INC | 6,325 | $1.7B | 0.14% | |
| 132 | NFLXNETFLIX INC | 1,803 | $1.7B | 0.14% | |
| 133 | IAU*ISHARES GOLD TR | 28,458 | $1.7B | 0.14% | |
| 134 | MUMICRON TECHNOLOGY INC | 19,208 | $1.7B | 0.14% | |
| 135 | LMTLOCKHEED MARTIN CORP | 3,673 | $1.6B | 0.13% | |
| 136 | PAYXPAYCHEX INC | 10,613 | $1.6B | 0.13% | |
| 137 | CMCSACOMCAST CORP NEW | 44,290 | $1.6B | 0.13% | |
| 138 | FCXFREEPORT-MCMORAN INC | 42,539 | $1.6B | 0.13% | |
| 139 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2 | $1.6B | 0.13% | |
| 140 | LRCXLAM RESEARCH CORP | 21,598 | $1.6B | 0.13% | |
| 141 | IWDISHARES TR | 8,100 | $1.5B | 0.13% | |
| 142 | SLVISHARES SILVER TR | 48,286 | $1.5B | 0.12% | |
| 143 | ISRGINTUITIVE SURGICAL INC | 2,896 | $1.4B | 0.12% | |
| 144 | ZTSZOETIS INC | 8,688 | $1.4B | 0.12% | |
| 145 | REGNREGENERON PHARMACEUTICALS | 2,229 | $1.4B | 0.12% | |
| 146 | DHID R HORTON INC | 11,020 | $1.4B | 0.11% | |
| 147 | STXSEAGATE TECHNOLOGY HLDNGS PL | 16,451 | $1.4B | 0.11% | |
| 148 | AQLTISHARES TR | 10,185 | $1.4B | 0.11% | |
| 149 | BLKBLACKROCK INC | 1,443 | $1.4B | 0.11% | |
| 150 | BUFFINNOVATOR ETFS TRUST | 30,708 | $1.4B | 0.11% | |
| 151 | BAXBAXTER INTL INC | 39,401 | $1.3B | 0.11% | |
| 152 | DISDISNEY WALT CO | 13,633 | $1.3B | 0.11% | |
| 153 | IVWISHARES TR | 13,853 | $1.3B | 0.11% | |
| 154 | VCRVANGUARD WORLD FD | 3,901 | $1.3B | 0.10% | |
| 155 | IEFISHARES TR | 13,253 | $1.3B | 0.10% | |
| 156 | NSCNORFOLK SOUTHN CORP | 5,234 | $1.2B | 0.10% | |
| 157 | DEODIAGEO PLC | 11,817 | $1.2B | 0.10% | |
| 158 | PANWPALO ALTO NETWORKS INC | 7,188 | $1.2B | 0.10% | |
| 159 | XELXCEL ENERGY INC | 16,836 | $1.2B | 0.10% | |
| 160 | TFCTRUIST FINL CORP | 28,899 | $1.2B | 0.10% | |
| 161 | PEGPUBLIC SVC ENTERPRISE GRP IN | 13,965 | $1.1B | 0.09% | |
| 162 | VOOGVANGUARD ADMIRAL FDS INC | 3,400 | $1.1B | 0.09% | |
| 163 | GILDGILEAD SCIENCES INC | 10,127 | $1.1B | 0.09% | |
| 164 | VNQVANGUARD INDEX FDS | 11,988 | $1.1B | 0.09% | |
| 165 | CCCCCC INTELLIGENT SOLUTIONS HL | 120,000 | $1.1B | 0.09% | |
| 166 | APDAIR PRODS & CHEMS INC | 3,646 | $1.1B | 0.09% | |
| 167 | BXBLACKSTONE INC | 7,531 | $1.1B | 0.09% | |
| 168 | JAZZJAZZ PHARMACEUTICALS PLC | 8,425 | $1.0B | 0.09% | |
| 169 | ZBHZIMMER BIOMET HOLDINGS INC | 9,191 | $1.0B | 0.09% | |
| 170 | LINLINDE PLC | 2,219 | $1.0B | 0.08% | |
| 171 | CMECME GROUP INC | 3,855 | $1.0B | 0.08% | |
| 172 | GPNGLOBAL PMTS INC | 10,442 | $1.0B | 0.08% | |
| 173 | VWOVANGUARD INTL EQUITY INDEX F | 22,280 | $1.0B | 0.08% | |
| 174 | SCHFSCHWAB STRATEGIC TR | 50,607 | $1.0B | 0.08% | |
| 175 | ETNEATON CORP PLC | 3,651 | $992.5M | 0.08% | |
| 176 | UNPUNION PAC CORP | 4,192 | $990.3M | 0.08% | |
| 177 | USMVISHARES TR | 10,500 | $983.4M | 0.08% | |
| 178 | HDVISHARES TR | 8,115 | $982.9M | 0.08% | |
| 179 | OKEONEOK INC NEW | 9,781 | $970.5M | 0.08% | |
| 180 | NOCNORTHROP GRUMMAN CORP | 1,866 | $955.6M | 0.08% | |
| 181 | RACEFERRARI N V | 2,198 | $940.5M | 0.08% | |
| 182 | NXPINXP SEMICONDUCTORS N V | 4,844 | $920.6M | 0.08% | |
| 183 | IWPISHARES TR | 7,823 | $919.1M | 0.08% | |
| 184 | MAMASTERCARD INCORPORATED | 1,670 | $915.5M | 0.08% | |
| 185 | IWSISHARES TR | 7,253 | $913.7M | 0.07% | |
| 186 | TPGTPG INC | 18,975 | $900.0M | 0.07% | |
| 187 | WECWEC ENERGY GROUP INC | 8,184 | $891.9M | 0.07% | |
| 188 | TMFCRBB FD INC | 16,035 | $891.9M | 0.07% | |
| 189 | CLCOLGATE PALMOLIVE CO | 9,463 | $886.7M | 0.07% | |
| 190 | NOWSERVICENOW INC | 1,099 | $875.0M | 0.07% | |
| 191 | SHOPSHOPIFY INC | 8,916 | $851.3M | 0.07% | |
| 192 | MMM3M CO | 5,783 | $849.3M | 0.07% | |
| 193 | FDLFIRST TR MORNINGSTAR DIVID L | 19,500 | $847.1M | 0.07% | |
| 194 | VRTVERTIV HOLDINGS CO | 11,703 | $845.0M | 0.07% | |
| 195 | ETENERGY TRANSFER L P | 45,405 | $844.1M | 0.07% | |
| 196 | KLACKLA CORP | 1,227 | $833.8M | 0.07% | |
| 197 | MCOMOODYS CORP | 1,783 | $830.3M | 0.07% | |
| 198 | IBBISHARES TR | 6,473 | $827.9M | 0.07% | |
| 199 | VEUVANGUARD INTL EQUITY INDEX F | 13,565 | $822.9M | 0.07% | |
| 200 | AMDADVANCED MICRO DEVICES INC | 8,008 | $822.7M | 0.07% |