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 |
|---|---|---|---|---|---|
| 301 | IXNISHARES TR | 4,500 | $381.4M | 0.03% | |
| 302 | SIRISIRIUSXM HOLDINGS INC | 16,701 | $380.8M | 0.03% | |
| 303 | VFHVANGUARD WORLD FD | 3,188 | $376.4M | 0.03% | |
| 304 | CCLCARNIVAL CORP | 14,917 | $371.7M | 0.03% | |
| 305 | AIRRFIRST TR EXCHANGE-TRADED FD | 4,734 | $364.7M | 0.03% | |
| 306 | CWCURTISS WRIGHT CORP | 1,015 | $360.2M | 0.03% | |
| 307 | OREALTY INCOME CORP | 6,714 | $358.6M | 0.03% | |
| 308 | KHCKRAFT HEINZ CO | 11,648 | $357.7M | 0.03% | |
| 309 | NVSNNOVARTIS AG | 3,661 | $356.3M | 0.03% | |
| 310 | CMICUMMINS INC | 1,021 | $356.1M | 0.03% | |
| 311 | ELVELEVANCE HEALTH INC | 956 | $352.8M | 0.03% | |
| 312 | BDXBECTON DICKINSON & CO | 1,544 | $350.3M | 0.03% | |
| 313 | VCSHVANGUARD SCOTTSDALE FDS | 4,480 | $349.5M | 0.03% | |
| 314 | BRBROADRIDGE FINL SOLUTIONS IN | 1,544 | $349.1M | 0.03% | |
| 315 | EWEDWARDS LIFESCIENCES CORP | 4,691 | $347.3M | 0.03% | |
| 316 | VXUSVANGUARD STAR FDS | 5,885 | $346.8M | 0.03% | |
| 317 | CALFPACER FDS TR | 7,840 | $345.0M | 0.03% | |
| 318 | BKBANK NEW YORK MELLON CORP | 4,486 | $344.7M | 0.03% | |
| 319 | COFCAPITAL ONE FINL CORP | 1,927 | $343.6M | 0.03% | |
| 320 | ESGVVANGUARD WORLD FD | 3,230 | $338.8M | 0.03% | |
| 321 | 7HPHP INC | 10,312 | $336.5M | 0.03% | |
| 322 | PHYS/USPROTT PHYSICAL GOLD TR | 16,700 | $336.3M | 0.03% | |
| 323 | VBKVANGUARD INDEX FDS | 1,193 | $334.1M | 0.03% | |
| 324 | DDOGDATADOG INC | 2,330 | $332.9M | 0.03% | |
| 325 | FFORD MTR CO | 33,554 | $332.2M | 0.03% | |
| 326 | SRESEMPRA | 3,784 | $331.9M | 0.03% | |
| 327 | PYPLPAYPAL HLDGS INC | 3,844 | $328.1M | 0.03% | |
| 328 | BMTABRITISH AMERN TOB PLC | 8,904 | $323.4M | 0.03% | |
| 329 | WYWEYERHAEUSER CO MTN BE | 11,401 | $320.9M | 0.03% | |
| 330 | GLDMWORLD GOLD TR | 6,105 | $317.4M | 0.03% | |
| 331 | AMTAMERICAN TOWER CORP NEW | 1,718 | $315.0M | 0.03% | |
| 332 | GEVGE VERNOVA INC | 956 | $314.5M | 0.03% | |
| 333 | TRGPTARGA RES CORP | 1,756 | $313.4M | 0.03% | |
| 334 | YUMYUM BRANDS INC | 2,330 | $312.6M | 0.03% | |
| 335 | PSXPHILLIPS 66 | 2,684 | $305.8M | 0.02% | |
| 336 | ADBEADOBE INC | 684 | $304.2M | 0.02% | |
| 337 | VMCVULCAN MATLS CO | 1,169 | $300.7M | 0.02% | |
| 338 | CEGCONSTELLATION ENERGY CORP | 1,341 | $300.0M | 0.02% | |
| 339 | ZZILLOW GROUP INC | 4,040 | $299.2M | 0.02% | |
| 340 | SNYSANOFI | 6,197 | $298.9M | 0.02% | |
| 341 | ZOCTINNOVATOR ETFS TRUST | 11,813 | $298.4M | 0.02% | |
| 342 | CPRTCOPART INC | 5,172 | $296.8M | 0.02% | |
| 343 | VNQVANGUARD INDEX FDS | 3,307 | $294.5M | 0.02% | |
| 344 | MTBM & T BK CORP | 1,529 | $287.5M | 0.02% | |
| 345 | ZSEPINNOVATOR ETFS TRUST | 11,429 | $286.6M | 0.02% | |
| 346 | VDCVANGUARD WORLD FD | 1,354 | $286.2M | 0.02% | |
| 347 | EXREXTRA SPACE STORAGE INC | 1,906 | $285.1M | 0.02% | |
| 348 | BKNGBOOKING HOLDINGS INC | 57 | $283.4M | 0.02% | |
| 349 | ATRAPTARGROUP INC | 1,803 | $283.3M | 0.02% | |
| 350 | PDECINNOVATOR ETFS TRUST | 7,368 | $283.1M | 0.02% | |
| 351 | PWVINVESCO EXCHANGE TRADED FD T | 4,938 | $280.9M | 0.02% | |
| 352 | SFLRINNOVATOR ETFS TRUST | 8,597 | $280.7M | 0.02% | |
| 353 | GLWCORNING INC | 5,902 | $280.5M | 0.02% | |
| 354 | SCHWSCHWAB CHARLES CORP | 3,787 | $280.3M | 0.02% | |
| 355 | KNSAKINIKSA PHARMACEUTICALS INTL | 14,089 | $278.7M | 0.02% | |
| 356 | HUMHUMANA INC | 1,091 | $276.8M | 0.02% | |
| 357 | EQREQUITY RESIDENTIAL | 3,799 | $272.6M | 0.02% | |
| 358 | PAUGINNOVATOR ETFS TRUST | 7,079 | $272.5M | 0.02% | |
| 359 | MGAMAGNA INTL INC | 6,403 | $267.6M | 0.02% | |
| 360 | CAHCARDINAL HEALTH INC | 2,227 | $263.4M | 0.02% | |
| 361 | RHCRH PLC | 2,836 | $262.4M | 0.02% | |
| 362 | AIGAMERICAN INTL GROUP INC | 3,581 | $260.7M | 0.02% | |
| 363 | XFEBFIRST TR EXCH TRADED FD III | 14,701 | $260.2M | 0.02% | |
| 364 | ALSALLSTATE CORP | 1,337 | $257.8M | 0.02% | |
| 365 | VTWOVANGUARD SCOTTSDALE FDS | 2,868 | $256.2M | 0.02% | |
| 366 | VDEVANGUARD WORLD FD | 2,102 | $255.0M | 0.02% | |
| 367 | WWDWOODWARD INC | 1,523 | $253.5M | 0.02% | |
| 368 | SPGIS&P GLOBAL INC | 505 | $251.5M | 0.02% | |
| 369 | AAONAAON INC | 2,128 | $250.4M | 0.02% | |
| 370 | FISFIDELITY NATL INFORMATION SV | 3,097 | $250.1M | 0.02% | |
| 371 | MAINMAIN STR CAP CORP | 4,204 | $246.3M | 0.02% | |
| 372 | TTDTHE TRADE DESK INC | 2,093 | $246.0M | 0.02% | |
| 373 | BCCBOISE CASCADE CO DEL | 2,066 | $245.6M | 0.02% | |
| 374 | CMGCHIPOTLE MEXICAN GRILL INC | 3,961 | $238.8M | 0.02% | |
| 375 | AWCAMERICAN WTR WKS CO INC NEW | 1,915 | $238.4M | 0.02% | |
| 376 | RSPINVESCO EXCHANGE TRADED FD T | 1,349 | $236.4M | 0.02% | |
| 377 | DDOMINION ENERGY INC | 4,367 | $235.2M | 0.02% | |
| 378 | STZCONSTELLATION BRANDS INC | 1,053 | $232.7M | 0.02% | |
| 379 | TRITHOMSON REUTERS CORP | 1,407 | $225.7M | 0.02% | |
| 380 | TTTRANE TECHNOLOGIES PLC | 610 | $225.3M | 0.02% | |
| 381 | LNTALLIANT ENERGY CORP | 3,781 | $223.6M | 0.02% | |
| 382 | KRYSKRYSTAL BIOTECH INC | 1,420 | $222.5M | 0.02% | |
| 383 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 2,884 | $221.8M | 0.02% | |
| 384 | MCKMCKESSON CORP | 384 | $218.8M | 0.02% | |
| 385 | IGVISHARES TR | 2,185 | $218.8M | 0.02% | |
| 386 | APOAPOLLO GLOBAL MGMT INC | 1,323 | $218.5M | 0.02% | |
| 387 | CLXCLOROX CO DEL | 1,345 | $218.5M | 0.02% | |
| 388 | MCXMCCORMICK & CO INC | 2,843 | $216.8M | 0.02% | |
| 389 | DOWDOW INC | 5,377 | $215.8M | 0.02% | |
| 390 | ENBENBRIDGE INC | 5,061 | $214.7M | 0.02% | |
| 391 | AKXANSYS INC | 634 | $213.9M | 0.02% | |
| 392 | PEOEXELON CORP | 5,671 | $213.5M | 0.02% | |
| 393 | UBERUBER TECHNOLOGIES INC | 3,536 | $213.3M | 0.02% | |
| 394 | AYIACUITY BRANDS INC | 730 | $213.3M | 0.02% | |
| 395 | KVUEKENVUE INC | 9,985 | $213.2M | 0.02% | |
| 396 | SHWSHERWIN WILLIAMS CO | 627 | $213.0M | 0.02% | |
| 397 | CDWCDW CORP | 1,206 | $209.9M | 0.02% | |
| 398 | NZFNUVEEN MUNICIPAL CREDIT INC | 17,163 | $208.9M | 0.02% | |
| 399 | SPYGSPDR SER TR | 2,375 | $208.8M | 0.02% | |
| 400 | HACKAMPLIFY ETF TR | 2,750 | $204.8M | 0.02% |