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
Blackrock Inc
7
+ 0.52%
N/A
1.35K $0
Ishares Tr
6.58K
+ 20.72%
N/A
38.3K $0
Ishares Tr
6.28K
+ 9.26%
N/A
74K $0
PDEC
Innovator U.S. Equity Power Bu
405
+ 6.13%
N/A
7.01K $0
AON
Aon PLC

Financial Services
29
+ 1.52%
$326.07 - $366.93 $9.46K - $10.6K
1.94K $677K
MET
Metlife Inc

Financial Services
226
+ 4.16%
$75.97 - $82.89 $17.2K - $18.7K
5.66K $445K
RSP
Invesco S&P 500 Equal Weight E

ETFs
3
+ 0.22%
$185.12 - $192.11 $555 - $576
1.35K $251K
DFAS
Dimensional ETF Tr U S Small C

ETFs
4
+ 0.13%
$66.04 - $69.67 $264 - $279
3.13K $210K
ET
Energy Transfer LP

Energy
85
+ 0.18%
$16.29 - $17.01 $1.38K - $1.45K
46.6K $792K
IWN
Ishares Russell2000 Val ETF

ETFs
1
+ 0.03%
$172.34 - $181.51 $172 - $182
3.35K $585K
WMT
Walmart Inc.

Consumer Defensive
30
+ 0.03%
$101.18 - $109.03 $3.04K - $3.27K
99.5K $10.2M
O
Realty Income Corp

Real Estate
390
+ 5.1%
$56.12 - $60.64 $21.9K - $23.6K
8.04K $456K
ATR
Aptargroup, Inc.

Healthcare
139
+ 7.68%
$113.12 - $134.14 $15.7K - $18.6K
1.95K $231K
PLTR
Palantir Technologies Inc.

Technology
38
+ 1.67%
$172.14 - $207.18 $6.54K - $7.87K
2.32K $403K
DVY
Ishares Tr

ETFs
4
+ 0.04%
$138.1 - $143.11 $552 - $572
10.1K $1.42M
UBER
Uber Technologies, Inc

Technology
100
+ 2.61%
$91.62 - $100.1 $9.16K - $10K
3.93K $360K
WEC
Wec Energy Group, Inc.

Utilities
120
+ 1.52%
$110.61 - $117.5 $13.3K - $14.1K
8.01K $888K
HUM
Humana Inc

Healthcare
36
+ 3.52%
$236.74 - $298.04 $8.52K - $10.7K
1.06K $251K
SPG
Simon Property Group Inc

Real Estate
2
+ 0.05%
$173.35 - $185.76 $347 - $372
3.71K $678K
WDAY
Workday, Inc.

Technology
256
+ 3.26%
$223.49 - $245.67 $57.2K - $62.9K
8.11K $1.87M
CI
Cigna Corp

Healthcare
9
+ 0.68%
$244.41 - $311.0 $2.2K - $2.8K
1.33K $361K
APD
Air Products & Chemicals, Inc.

Basic Materials
75
+ 2.43%
$237.56 - $271.47 $17.8K - $20.4K
3.16K $818K
ICE
Intercontinental Exchange, Inc.

Financial Services
71
+ 2.76%
$145.59 - $162.64 $10.3K - $11.5K
2.64K $402K
HSY
Hershey CO

Consumer Defensive
4
+ 0.09%
$162.31 - $195.56 $649 - $782
4.29K $769K
RSG
Republic Services, Inc.

Industrials
17
+ 0.87%
$204.12 - $227.29 $3.47K - $3.86K
1.97K $413K
NXPI
Nxp Semiconductors N.V.

Technology
657
+ 12.22%
$197.1 - $231.42 $129K - $152K
6.04K $1.19M
WSO
Watsco Inc

Industrials
11
+ 1.58%
$343.12 - $414.9 $3.77K - $4.56K
709 $243K
CARR
Carrier Global Corp

Industrials
261
+ 2.64%
$54.1 - $60.75 $14.1K - $15.9K
10.1K $548K
IWM
Ishares Russell 2000 ETF

ETFs
38
+ 0.26%
$236.79 - $250.33 $9K - $9.51K
14.6K $3.46M
APP
App Lovin Corp

Technology
4
+ 0.93%
$552.64 - $704.09 $2.21K - $2.82K
433 $241K
WMB
Williams Companies, Inc.

Energy
498
+ 1.02%
$56.51 - $64.48 $28.1K - $32.1K
49.3K $3.01M
FITB
Fifth Third Bancorp

Financial Services
2.43K
+ 2.21%
$40.36 - $44.41 $98.1K - $108K
112K $4.78M
PAYX
Paychex Inc

Industrials
165
+ 1.67%
$111.08 - $128.59 $18.3K - $21.2K
10K $1.12M
DLR
Digital Realty Trust, Inc.

Real Estate
657
+ 3.89%
$158.11 - $179.28 $104K - $118K
17.6K $2.78M
ITW
Illinois Tool Works Inc

Industrials
20
+ 0.22%
$242.03 - $260.73 $4.84K - $5.21K
9.02K $2.2M
DASH
Door Dash, Inc.

Communication Services
390
+ 9.18%
$195.21 - $281.74 $76.1K - $110K
4.64K $959K
ZTS
Zoetis Inc.

Healthcare
55
+ 0.59%
$118.8 - $147.53 $6.53K - $8.11K
9.38K $1.11M
V
Visa Inc.

Financial Services
189
+ 0.88%
$325.75 - $352.42 $61.6K - $66.6K
21.6K $7.04M
NFLX
Netflix Inc

Communication Services
15.1K
+ 844.36%
$110.29 - $1241.35 $1.66M - $18.7M
16.8K $1.86M
PGR
Progressive Corp

Financial Services
182
+ 1.09%
$203.7 - $246.46 $37.1K - $44.9K
16.9K $3.8M
JPM
Jpmorgan Chase & CO

Financial Services
1.12K
+ 1.74%
$294.11 - $320.41 $329K - $358K
65.2K $19.6M
MSFT
Microsoft Corp

Technology
167
+ 0.18%
$496.82 - $542.07 $83K - $90.5K
92.7K $47.1M
TSLA
Tesla, Inc.

Consumer Cyclical
87
+ 0.25%
$401.99 - $468.37 $35K - $40.7K
35.2K $14.4M
ORCL
Oracle Corp

Technology
186
+ 0.79%
$217.57 - $313.0 $40.5K - $58.2K
23.8K $5.24M
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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