Sound View Wealth Advisors Group, LLC Incresed Positions in Q4 2025

Sound View Wealth Advisors Group, LLC

  • $1.47 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
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
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
EFA
Ishares Tr Msci Eafe ETF

ETFs
12
+ 0.16%
$92.24 - $96.56 $1.11K - $1.16K
7.46K $710K
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.38K
+ 5.0%
$64.77 - $73.08 $89.1K - $100K
28.9K $1.91M
BDX
Becton Dickinson & CO

Healthcare
20
+ 0.8%
$176.39 - $193.93 $3.53K - $3.88K
2.52K $480K
IGM
Ishares Expanded Tech Sector E

ETFs
1
+ 0.02%
$124.25 - $135.72 $124 - $136
6.16K $787K
ELV
Elevance Health, Inc.

Healthcare
29
+ 2.95%
$303.78 - $362.34 $8.81K - $10.5K
1.01K $329K
MPC
Marathon Petroleum Corp

Energy
10
+ 0.77%
$180.89 - $200.13 $1.81K - $2K
1.3K $260K
TRGP
Targa Resources Corp.

Energy
2
+ 0.11%
$146.3 - $173.23 $293 - $346
1.87K $324K
OTIS
Otis Worldwide Corp

Industrials
210
+ 5.34%
$88.77 - $93.38 $18.6K - $19.6K
4.14K $367K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1
+ 0.03%
$132.94 - $139.8 $133 - $140
3.53K $484K
DFUS
Dimensional ETF Tr U S Equity

ETFs
7
+ 0.07%
$71.0 - $74.64 $497 - $522
9.54K $695K
VBR
Vanguard Small Cap Value ETF

ETFs
32
+ 2.95%
$201.42 - $211.15 $6.45K - $6.76K
1.12K $229K
Capital Group International
55.7K
+ 38.09%
N/A
202K $0
Kiniksa Pharmaceuticals Intl
2.06K
+ 16.21%
N/A
14.8K $0
Victory Portfolios Ii
3.21K
+ 23.19%
N/A
17K $0
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
Track This Portfolio

Track Sound View Wealth Advisors Group, LLC Portfolio

Follow Sound View Wealth Advisors Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound View Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound View Wealth Advisors Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email