Sound View Wealth Advisors Group, LLC Q4 2024 Filing
Filed February 7, 2025
Portfolio Value
$1.2T
Holdings
415
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (415 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ISTBISHARES TR | 54,441 | $2.6B | 0.21% | |
| 102 | UNHUNITEDHEALTH GROUP INC | 5,013 | $2.5B | 0.20% | |
| 103 | VOVANGUARD INDEX FDS | 9,601 | $2.5B | 0.20% | |
| 104 | MDTMEDTRONIC PLC | 31,706 | $2.5B | 0.20% | |
| 105 | CRMSALESFORCE INC | 7,344 | $2.5B | 0.20% | |
| 106 | GISGENERAL MLS INC | 38,035 | $2.4B | 0.20% | |
| 107 | DUKDUKE ENERGY CORP NEW | 22,501 | $2.4B | 0.20% | |
| 108 | NOBLPROSHARES TR | 23,909 | $2.4B | 0.19% | |
| 109 | IGSBISHARES TR | 45,614 | $2.4B | 0.19% | |
| 110 | DNPDNP SELECT INCOME FD INC | 266,216 | $2.3B | 0.19% | |
| 111 | BACVERIZON COMMUNICATIONS INC | 57,708 | $2.3B | 0.19% | |
| 112 | CPCANADIAN PACIFIC KANSAS CITY | 31,455 | $2.3B | 0.18% | |
| 113 | EQIXEQUINIX INC | 2,390 | $2.3B | 0.18% | |
| 114 | ITWILLINOIS TOOL WKS INC | 8,736 | $2.2B | 0.18% | |
| 115 | TMOTHERMO FISHER SCIENTIFIC INC | 4,252 | $2.2B | 0.18% | |
| 116 | HCAHCA HEALTHCARE INC | 7,201 | $2.2B | 0.17% | |
| 117 | PFFISHARES TR | 68,679 | $2.2B | 0.17% | |
| 118 | TJXTJX COS INC NEW | 17,509 | $2.1B | 0.17% | |
| 119 | IBMQISHARES TR | 80,919 | $2.0B | 0.16% | |
| 120 | VIGIVANGUARD WHITEHALL FDS | 25,026 | $2.0B | 0.16% | |
| 121 | AEPAMERICAN ELEC PWR CO INC | 21,390 | $2.0B | 0.16% | |
| 122 | HONHONEYWELL INTL INC | 8,721 | $2.0B | 0.16% | |
| 123 | MDLZMONDELEZ INTL INC | 31,517 | $1.9B | 0.15% | |
| 124 | PG4PRINCIPAL FINANCIAL GROUP IN | 23,442 | $1.8B | 0.15% | |
| 125 | CMCSACOMCAST CORP NEW | 48,160 | $1.8B | 0.15% | |
| 126 | WMWASTE MGMT INC DEL | 8,877 | $1.8B | 0.14% | |
| 127 | WCNWASTE CONNECTIONS INC | 10,210 | $1.8B | 0.14% | |
| 128 | LMTLOCKHEED MARTIN CORP | 3,603 | $1.8B | 0.14% | |
| 129 | COWZPACER FDS TR | 30,900 | $1.7B | 0.14% | |
| 130 | IBMRISHARES TR | 68,672 | $1.7B | 0.14% | |
| 131 | DEODIAGEO PLC | 13,350 | $1.7B | 0.14% | |
| 132 | IWDISHARES TR | 9,163 | $1.7B | 0.14% | |
| 133 | DISDISNEY WALT CO | 15,168 | $1.7B | 0.14% | |
| 134 | DEDEERE & CO | 3,984 | $1.7B | 0.14% | |
| 135 | AQLTISHARES TR | 23,995 | $1.7B | 0.14% | |
| 136 | REGNREGENERON PHARMACEUTICALS | 2,227 | $1.6B | 0.13% | |
| 137 | NSCNORFOLK SOUTHN CORP | 6,703 | $1.6B | 0.13% | |
| 138 | EFXEQUIFAX INC | 6,155 | $1.6B | 0.13% | |
| 139 | NFLXNETFLIX INC | 1,756 | $1.6B | 0.13% | |
| 140 | BLKBLACKROCK INC | 1,469 | $1.5B | 0.12% | |
| 141 | PNCPNC FINL SVCS GROUP INC | 7,776 | $1.5B | 0.12% | |
| 142 | ISRGINTUITIVE SURGICAL INC | 2,864 | $1.5B | 0.12% | |
| 143 | LRCXLAM RESEARCH CORP | 20,681 | $1.5B | 0.12% | |
| 144 | VCRVANGUARD WORLD FD | 3,937 | $1.5B | 0.12% | |
| 145 | PAYXPAYCHEX INC | 10,445 | $1.5B | 0.12% | |
| 146 | BUFFINNOVATOR ETFS TRUST | 32,488 | $1.5B | 0.12% | |
| 147 | ZTSZOETIS INC | 8,904 | $1.5B | 0.12% | |
| 148 | IVWISHARES TR | 13,931 | $1.4B | 0.11% | |
| 149 | IAU*ISHARES GOLD TR | 28,458 | $1.4B | 0.11% | |
| 150 | CCCCCC INTELLIGENT SOLUTIONS HL | 120,000 | $1.4B | 0.11% | |
| 151 | AQLTISHARES TR | 10,670 | $1.4B | 0.11% | |
| 152 | BXBLACKSTONE INC | 8,110 | $1.4B | 0.11% | |
| 153 | VRTXVERTEX PHARMACEUTICALS INC | 3,436 | $1.4B | 0.11% | |
| 154 | DHID R HORTON INC | 9,892 | $1.4B | 0.11% | |
| 155 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2 | $1.4B | 0.11% | |
| 156 | MUMICRON TECHNOLOGY INC | 15,999 | $1.3B | 0.11% | |
| 157 | MRVLMARVELL TECHNOLOGY INC | 12,113 | $1.3B | 0.11% | |
| 158 | FCXFREEPORT-MCMORAN INC | 34,975 | $1.3B | 0.11% | |
| 159 | PANWPALO ALTO NETWORKS INC | 7,040 | $1.3B | 0.10% | |
| 160 | SLVISHARES SILVER TR | 48,286 | $1.3B | 0.10% | |
| 161 | IEFISHARES TR | 13,253 | $1.2B | 0.10% | |
| 162 | TFCTRUIST FINL CORP | 28,126 | $1.2B | 0.10% | |
| 163 | VRTVERTIV HOLDINGS CO | 10,724 | $1.2B | 0.10% | |
| 164 | PEGPUBLIC SVC ENTERPRISE GRP IN | 14,162 | $1.2B | 0.10% | |
| 165 | STXSEAGATE TECHNOLOGY HLDNGS PL | 13,796 | $1.2B | 0.10% | |
| 166 | ETNEATON CORP PLC | 3,587 | $1.2B | 0.10% | |
| 167 | GPNGLOBAL PMTS INC | 10,532 | $1.2B | 0.10% | |
| 168 | NOWSERVICENOW INC | 1,057 | $1.1B | 0.09% | |
| 169 | USMVISHARES TR | 12,148 | $1.1B | 0.09% | |
| 170 | TPGTPG INC | 16,873 | $1.1B | 0.09% | |
| 171 | XELXCEL ENERGY INC | 15,618 | $1.1B | 0.08% | |
| 172 | JAZZJAZZ PHARMACEUTICALS PLC | 8,315 | $1.0B | 0.08% | |
| 173 | APDAIR PRODS & CHEMS INC | 3,520 | $1.0B | 0.08% | |
| 174 | NXPINXP SEMICONDUCTORS N V | 4,845 | $1.0B | 0.08% | |
| 175 | GILDGILEAD SCIENCES INC | 10,811 | $998.6M | 0.08% | |
| 176 | HDVISHARES TR | 8,852 | $993.8M | 0.08% | |
| 177 | IWPISHARES TR | 7,830 | $992.5M | 0.08% | |
| 178 | OKEONEOK INC NEW | 9,881 | $992.1M | 0.08% | |
| 179 | ETENERGY TRANSFER L P | 49,547 | $970.6M | 0.08% | |
| 180 | INTUINTUIT | 1,528 | $960.5M | 0.08% | |
| 181 | TMFCRBB FD INC | 15,854 | $953.1M | 0.08% | |
| 182 | SHOPSHOPIFY INC | 8,916 | $948.0M | 0.08% | |
| 183 | AMDADVANCED MICRO DEVICES INC | 7,840 | $947.0M | 0.08% | |
| 184 | MAMASTERCARD INCORPORATED | 1,788 | $941.3M | 0.08% | |
| 185 | VWOVANGUARD INTL EQUITY INDEX F | 21,370 | $941.1M | 0.08% | |
| 186 | IWSISHARES TR | 7,253 | $938.1M | 0.08% | |
| 187 | RACEFERRARI N V | 2,177 | $924.9M | 0.07% | |
| 188 | PRKPARK NATL CORP | 5,393 | $924.5M | 0.07% | |
| 189 | ZBHZIMMER BIOMET HOLDINGS INC | 8,691 | $918.0M | 0.07% | |
| 190 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 4,622 | $912.8M | 0.07% | |
| 191 | UNPUNION PAC CORP | 3,977 | $906.9M | 0.07% | |
| 192 | IBBISHARES TR | 6,797 | $898.7M | 0.07% | |
| 193 | VEUVANGUARD INTL EQUITY INDEX F | 15,580 | $894.4M | 0.07% | |
| 194 | VBVANGUARD INDEX FDS | 3,715 | $892.7M | 0.07% | |
| 195 | LINLINDE PLC | 2,127 | $890.5M | 0.07% | |
| 196 | BAXBAXTER INTL INC | 30,464 | $888.3M | 0.07% | |
| 197 | 8CWCROWN CASTLE INC | 9,733 | $883.4M | 0.07% | |
| 198 | NOCNORTHROP GRUMMAN CORP | 1,830 | $858.9M | 0.07% | |
| 199 | SPGSIMON PPTY GROUP INC NEW | 4,959 | $854.0M | 0.07% | |
| 200 | LCTUBLACKROCK ETF TRUST | 13,117 | $840.1M | 0.07% |