Sound View Wealth Advisors Group, LLC Purchases in Q4 2025

Sound View Wealth Advisors Group, LLC

  • $1.47 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
FTI
Technip Fmc PLC

Energy
4.49K
New
$35.57 - $43.74 $160K - $197K
4.49K $196K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.79K
+ 5.21%
$88.45 - $91.41 $158K - $163K
36.1K $3.27M
VTWO
Vanguard Russell 2000 ETF

ETFs
2.03K
New
$95.72 - $101.47 $194K - $206K
2.03K $194K
AFL
Aflac Inc

Financial Services
303
+ 0.51%
$105.7 - $115.01 $32K - $34.8K
59.9K $6.85M
CFG
Citizens Financial Group Inc

Financial Services
3.58K
New
$48.39 - $54.0 $173K - $193K
3.58K $184K
COP
Conocophillips

Energy
2.17K
+ 51.11%
$85.66 - $95.46 $186K - $207K
6.41K $568K
AXP
American Express CO

Financial Services
137
+ 1.05%
$316.26 - $372.77 $43.3K - $51.1K
13.2K $4.49M
DG
Dollar General Corp

Consumer Defensive
1.54K
New
$95.94 - $106.44 $148K - $164K
1.54K $160K
IWB
Ishares Tr Russell 1000 ETF

ETFs
311
+ 2.13%
$358.39 - $376.54 $111K - $117K
14.9K $5.48M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
662
+ 37.36%
$245.79 - $258.02 $163K - $171K
2.43K $598K
EFX
Equifax Inc

Industrials
1.64K
+ 39.92%
$204.19 - $253.84 $334K - $415K
5.73K $1.19M
ED
Consolidated Edison Inc

Utilities
815
+ 2.28%
$96.11 - $102.39 $78.3K - $83.4K
36.5K $3.71M
AMAT
Applied Materials Inc

Technology
15
+ 0.31%
$209.95 - $240.89 $3.15K - $3.61K
4.91K $1.12M
WFC
Wells Fargo & Company

Financial Services
1.57K
+ 4.86%
$77.62 - $87.3 $122K - $137K
33.8K $2.82M
XEL
Xcel Energy Inc

Utilities
1.47K
+ 4.45%
$79.6 - $81.85 $117K - $120K
34.4K $2.77M
DDOG
Datadog, Inc.

Technology
56
+ 2.26%
$151.17 - $199.72 $8.47K - $11.2K
2.54K $469K
TJX
Tjx Companies Inc

Consumer Cyclical
543
+ 2.32%
$138.56 - $147.63 $75.2K - $80.2K
23.9K $3.5M
CAH
Cardinal Health Inc

Healthcare
58
+ 2.78%
$153.27 - $206.06 $8.89K - $12K
2.15K $440K
TGT
Target Corp

Consumer Defensive
1.19K
+ 36.3%
$85.53 - $97.77 $102K - $117K
4.48K $402K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
229
+ 4.98%
$426.99 - $455.46 $97.8K - $104K
4.83K $2.11M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.08K
+ 2.49%
$99.87 - $101.27 $108K - $109K
44.4K $4.44M
KMI
Kinder Morgan, Inc.

Energy
7.12K
+ 5.98%
$25.84 - $28.46 $184K - $203K
126K $3.46M
F
Ford Motor CO

Consumer Cyclical
3.5K
+ 10.64%
$11.41 - $13.84 $39.9K - $48.5K
36.4K $480K
CL
Colgate Palmolive CO

Consumer Defensive
1.21K
+ 13.57%
$74.98 - $79.86 $90.7K - $96.6K
10.1K $797K
MDT
Medtronic PLC

Healthcare
495
+ 1.45%
$90.06 - $98.43 $44.6K - $48.7K
34.6K $3.33M
SLB
Schlumberger Limited

Energy
1.12K
+ 7.7%
$31.72 - $37.61 $35.4K - $41.9K
15.6K $575K
PANW
Palo Alto Networks Inc

Technology
284
+ 2.8%
$204.77 - $221.38 $58.2K - $62.9K
10.4K $2.14M
VTV
Vanguard Value ETF

ETFs
283
+ 1.04%
$182.87 - $189.72 $51.8K - $53.7K
27.6K $5.16M
ALL
Allstate Corp

Financial Services
323
+ 20.85%
$190.0 - $214.3 $61.4K - $69.2K
1.87K $401K
SYK
Stryker Corp

Healthcare
419
+ 4.47%
$353.81 - $388.35 $148K - $163K
9.8K $3.53M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
707
+ 3.98%
$69.11 - $73.37 $48.9K - $51.9K
18.5K $1.31M
FDX
Fedex Corp

Industrials
60
+ 4.25%
$224.63 - $268.67 $13.5K - $16.1K
1.47K $389K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
575
+ 12.99%
$72.17 - $75.74 $41.5K - $43.6K
5K $374K
VIG
Vanguard Dividend Appreciation

ETFs
267
+ 0.3%
N/A
87.9K $16M
CMI
Cummins Inc

Industrials
20
+ 2.08%
$407.98 - $484.34 $8.16K - $9.69K
981 $453K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
626
+ 2.95%
$52.54 - $55.77 $32.9K - $34.9K
21.8K $1.2M
VDE
Vanguard Energy ETF

ETFs
250
+ 11.89%
$120.37 - $129.34 $30.1K - $32.3K
2.35K $304K
HII
Huntington Ingalls Industries, Inc.

Industrials
4
+ 0.34%
$280.02 - $324.19 $1.12K - $1.3K
1.18K $370K
CB
Chubb LTD

Financial Services
18
+ 0.9%
$268.2 - $296.22 $4.83K - $5.33K
2.02K $597K
MCK
Mckesson Corp

Healthcare
3
+ 0.75%
$738.06 - $859.37 $2.21K - $2.58K
405 $341K
MS
Morgan Stanley

Financial Services
169
+ 2.91%
$151.86 - $169.92 $25.7K - $28.7K
5.97K $951K
COST
Costco Wholesale Corp

Consumer Defensive
111
+ 1.96%
$910.94 - $954.99 $101K - $106K
5.76K $5.26M
NBIX
Neurocrine Biosciences Inc

Healthcare
27
+ 0.52%
$136.63 - $154.8 $3.69K - $4.18K
5.24K $759K
CRM
Salesforce, Inc.

Technology
87
+ 1.48%
$235.69 - $263.41 $20.5K - $22.9K
5.98K $1.42M
BK
Bank Of New York Mellon Corp

Financial Services
139
+ 4.03%
$104.54 - $112.64 $14.5K - $15.7K
3.58K $395K
VLO
Valero Energy Corp

Energy
2
+ 0.13%
$156.39 - $181.76 $313 - $364
1.49K $271K
WRB
Berkley W R Corp

Financial Services
11
+ 0.02%
$71.34 - $78.46 $785 - $863
46.8K $3.6M
CVS
Cvs Health Corp

Healthcare
84
+ 2.65%
$76.69 - $83.04 $6.44K - $6.98K
3.25K $254K
WCN
Waste Connections, Inc.

Industrials
742
+ 4.89%
$165.31 - $178.47 $123K - $132K
15.9K $2.69M
Activity Summary
Buys All Purchases 166 New Holdings 21 Increased Positions 145 Sells All Sells 196 Reductions 196 Sold out 0 Options Calls 0 Puts 0
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