Sound View Wealth Advisors Group, LLC Q2 2025 Filing
Filed August 7, 2025
Portfolio Value
$1.4T
Holdings
423
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (423 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | MMM3M CO | 5,798 | $882.7M | 0.07% | |
| 202 | MAMASTERCARD INCORPORATED | 1,560 | $876.8M | 0.06% | |
| 203 | MCOMOODYS CORP | 1,722 | $863.7M | 0.06% | |
| 204 | WECWEC ENERGY GROUP INC | 8,281 | $862.9M | 0.06% | |
| 205 | CSXCSX CORP | 26,367 | $860.4M | 0.06% | |
| 206 | ETENERGY TRANSFER L P | 46,620 | $845.2M | 0.06% | |
| 207 | CRWDCROWDSTRIKE HLDGS INC | 1,640 | $835.3M | 0.06% | |
| 208 | CLCOLGATE PALMOLIVE CO | 9,148 | $831.6M | 0.06% | |
| 209 | FDLFIRST TR EXCHANGE-TRADED FD | 19,644 | $822.5M | 0.06% | |
| 210 | SHYISHARES TR | 9,914 | $821.5M | 0.06% | |
| 211 | DWDMORGAN STANLEY | 5,798 | $816.7M | 0.06% | |
| 212 | IJRISHARES TR | 7,448 | $814.0M | 0.06% | |
| 213 | IBBISHARES TR | 6,393 | $808.8M | 0.06% | |
| 214 | MUBISHARES TR | 7,622 | $796.3M | 0.06% | |
| 215 | CPCANADIAN PACIFIC KANSAS CITY | 10,011 | $793.6M | 0.06% | |
| 216 | CARRCARRIER GLOBAL CORPORATION | 10,834 | $793.0M | 0.06% | |
| 217 | IBMSISHARES TR | 30,244 | $776.1M | 0.06% | |
| 218 | DHRDANAHER CORPORATION | 3,839 | $758.4M | 0.06% | |
| 219 | ASMLASML HOLDING N V | 946 | $758.1M | 0.06% | |
| 220 | LINLINDE PLC | 1,612 | $756.3M | 0.06% | |
| 221 | GPNGLOBAL PMTS INC | 9,362 | $749.3M | 0.06% | |
| 222 | OKEONEOK INC NEW | 8,925 | $728.5M | 0.05% | |
| 223 | INTUINTUIT | 924 | $727.8M | 0.05% | |
| 224 | DFUVDIMENSIONAL ETF TRUST | 17,170 | $725.9M | 0.05% | |
| 225 | LCTUBLACKROCK ETF TRUST | 10,771 | $724.6M | 0.05% | |
| 226 | TRVCCITIGROUP INC | 8,427 | $717.3M | 0.05% | |
| 227 | POCTINNOVATOR ETFS TRUST | 17,323 | $715.4M | 0.05% | |
| 228 | HSYHERSHEY CO | 4,281 | $710.4M | 0.05% | |
| 229 | INTCINTEL CORP | 31,422 | $703.8M | 0.05% | |
| 230 | IVOOVANGUARD ADMIRAL FDS INC | 6,625 | $695.5M | 0.05% | |
| 231 | IJHISHARES TR | 11,163 | $692.3M | 0.05% | |
| 232 | IGMISHARES TR | 6,156 | $691.6M | 0.05% | |
| 233 | AONAON PLC | 1,924 | $686.4M | 0.05% | |
| 234 | IWOISHARES TR | 2,383 | $681.3M | 0.05% | |
| 235 | TRVTRAVELERS COMPANIES INC | 2,502 | $669.4M | 0.05% | |
| 236 | EFAISHARES TR | 7,454 | $666.3M | 0.05% | |
| 237 | FTECFIDELITY COVINGTON TRUST | 3,322 | $655.2M | 0.05% | |
| 238 | FSSFEDERAL SIGNAL CORP | 6,140 | $653.4M | 0.05% | |
| 239 | TPGTPG INC | 12,346 | $647.6M | 0.05% | |
| 240 | NBIXNEUROCRINE BIOSCIENCES INC | 5,100 | $641.0M | 0.05% | |
| 241 | PNCPNC FINL SVCS GROUP INC | 3,412 | $636.1M | 0.05% | |
| 242 | CMECME GROUP INC | 2,302 | $634.3M | 0.05% | |
| 243 | DFUSDIMENSIONAL ETF TRUST | 9,462 | $634.1M | 0.05% | |
| 244 | COFCAPITAL ONE FINL CORP | 2,959 | $629.6M | 0.05% | |
| 245 | AIRRFIRST TR EXCHANGE TRADED FD | 7,706 | $627.3M | 0.05% | |
| 246 | CBCHUBB LIMITED | 2,116 | $613.1M | 0.05% | |
| 247 | BGRNISHARES TR | 12,614 | $601.3M | 0.04% | |
| 248 | SPGSIMON PPTY GROUP INC NEW | 3,732 | $600.0M | 0.04% | |
| 249 | XLESELECT SECTOR SPDR TR | 6,892 | $584.6M | 0.04% | |
| 250 | ULUNILEVER PLC | 9,433 | $577.0M | 0.04% | |
| 251 | USBUS BANCORP DEL | 12,741 | $576.5M | 0.04% | |
| 252 | MARMARRIOTT INTL INC NEW | 2,085 | $569.6M | 0.04% | |
| 253 | GEVGE VERNOVA INC | 1,068 | $565.1M | 0.04% | |
| 254 | PPLPPL CORP | 16,414 | $556.3M | 0.04% | |
| 255 | UTGREAVES UTIL INCOME FD | 14,725 | $532.7M | 0.04% | |
| 256 | DRIDARDEN RESTAURANTS INC | 2,438 | $531.4M | 0.04% | |
| 257 | TDVPROSHARES TR | 6,385 | $531.2M | 0.04% | |
| 258 | IWNISHARES TR | 3,351 | $528.6M | 0.04% | |
| 259 | ACNACCENTURE PLC IRELAND | 1,764 | $527.2M | 0.04% | |
| 260 | XLCSELECT SECTOR SPDR TR | 4,829 | $524.1M | 0.04% | |
| 261 | MOATVANECK ETF TRUST | 5,581 | $523.4M | 0.04% | |
| 262 | XLFSELECT SECTOR SPDR TR | 9,962 | $521.7M | 0.04% | |
| 263 | TSCOTRACTOR SUPPLY CO | 9,748 | $514.4M | 0.04% | |
| 264 | ICEINTERCONTINENTAL EXCHANGE IN | 2,784 | $510.8M | 0.04% | |
| 265 | FIXCOMFORT SYS USA INC | 937 | $502.4M | 0.04% | |
| 266 | RSGREPUBLIC SVCS INC | 2,024 | $499.1M | 0.04% | |
| 267 | AZOAUTOZONE INC | 134 | $497.4M | 0.04% | |
| 268 | EAGGISHARES TR | 10,412 | $495.0M | 0.04% | |
| 269 | CWCURTISS WRIGHT CORP | 1,006 | $491.5M | 0.04% | |
| 270 | DYHTARGET CORP | 4,975 | $490.8M | 0.04% | |
| 271 | VNQVANGUARD INDEX FDS | 5,493 | $489.2M | 0.04% | |
| 272 | PG4PRINCIPAL FINANCIAL GROUP IN | 6,075 | $482.6M | 0.04% | |
| 273 | CITHE CIGNA GROUP | 1,439 | $475.7M | 0.04% | |
| 274 | PHYS/USPROTT PHYSICAL GOLD TR | 18,741 | $475.1M | 0.04% | |
| 275 | SUSAISHARES TR | 3,727 | $472.4M | 0.03% | |
| 276 | ELVELEVANCE HEALTH INC | 1,194 | $464.4M | 0.03% | |
| 277 | VBVANGUARD INDEX FDS | 1,942 | $460.3M | 0.03% | |
| 278 | METMETLIFE INC | 5,719 | $459.9M | 0.03% | |
| 279 | UPSUNITED PARCEL SERVICE INC | 4,555 | $459.8M | 0.03% | |
| 280 | PSEPINNOVATOR ETFS TRUST | 11,205 | $458.2M | 0.03% | |
| 281 | SLBSCHLUMBERGER LTD | 13,436 | $454.1M | 0.03% | |
| 282 | OREALTY INCOME CORP | 7,785 | $448.5M | 0.03% | |
| 283 | NUBDNUSHARES ETF TR | 20,133 | $448.2M | 0.03% | |
| 284 | NKENIKE INC | 6,270 | $445.4M | 0.03% | |
| 285 | PAPRINNOVATOR ETFS TRUST | 11,943 | $445.3M | 0.03% | |
| 286 | USLMUNITED STS LIME & MINERALS I | 4,450 | $444.1M | 0.03% | |
| 287 | USXFISHARES TR | 8,214 | $443.0M | 0.03% | |
| 288 | LIESUN LIFE FINANCIAL INC. | 6,665 | $442.9M | 0.03% | |
| 289 | CEGCONSTELLATION ENERGY CORP | 1,372 | $442.8M | 0.03% | |
| 290 | LNCLINCOLN NATL CORP IND | 12,793 | $442.6M | 0.03% | |
| 291 | NVSNNOVARTIS AG | 3,556 | $430.3M | 0.03% | |
| 292 | ZBHZIMMER BIOMET HOLDINGS INC | 4,702 | $428.9M | 0.03% | |
| 293 | OTISOTIS WORLDWIDE CORP | 4,325 | $428.3M | 0.03% | |
| 294 | BKBANK NEW YORK MELLON CORP | 4,585 | $417.7M | 0.03% | |
| 295 | ITOTISHARES TR | 3,034 | $409.7M | 0.03% | |
| 296 | CCLCARNIVAL CORP | 14,317 | $402.6M | 0.03% | |
| 297 | GPCGENUINE PARTS CO | 3,308 | $401.3M | 0.03% | |
| 298 | VFLOVICTORY PORTFOLIOS II | 11,335 | $400.7M | 0.03% | |
| 299 | SYYSYSCO CORP | 5,290 | $400.6M | 0.03% | |
| 300 | GLDMWORLD GOLD TR | 6,105 | $400.0M | 0.03% |