Sound View Wealth Advisors Group, LLC Reduced Holdings in Q3 2025

Sound View Wealth Advisors Group, LLC

  • $1.43 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-184K
- 10.05%
$25.09 - $25.19 $4.61M - $4.63M
1.64M $41.4M
XLV
Select Sector Spdr Fund Health

ETFs
-21.7K
- 39.18%
$129.01 - $139.72 $2.8M - $3.03M
33.7K $4.69M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-46.8K
- 19.68%
$23.29 - $23.38 $1.09M - $1.09M
191K $4.46M
PM
Philip Morris International Inc.

Consumer Defensive
-1.22K
- 2.92%
$157.77 - $183.27 $192K - $223K
40.4K $6.55M
PG
Procter & Gamble CO

Consumer Defensive
-2.92K
- 3.37%
$150.47 - $161.22 $439K - $471K
83.6K $12.8M
IBMO
Ishares Tr Ibonds December 202

ETFs
-36.8K
- 17.91%
$25.58 - $25.72 $942K - $947K
169K $4.33M
LLY
Eli Lilly & CO

Healthcare
-556
- 2.38%
$625.65 - $812.69 $348K - $452K
22.8K $17.4M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-15.1K
- 7.08%
$70.77 - $73.59 $1.07M - $1.11M
199K $14.6M
KO
Coca Cola CO

Consumer Defensive
-1.81K
- 1.58%
$65.67 - $71.67 $119K - $130K
113K $7.49M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-22.7K
- 13.87%
$26.71 - $26.81 $606K - $609K
141K $3.78M
HON
Honeywell International Inc

Industrials
-1.18K
- 13.63%
$207.7 - $240.4 $245K - $284K
7.48K $1.57M
NFLX
Netflix Inc

Communication Services
-108
- 5.71%
$1147.87 - $1297.18 $124K - $140K
1.78K $2.14M
ISRG
Intuitive Surgical Inc

Healthcare
-127
- 4.58%
$433.66 - $544.47 $55.1K - $69.1K
2.65K $1.18M
KMB
Kimberly Clark Corp

Consumer Defensive
-1.4K
- 4.99%
$121.72 - $136.77 $170K - $191K
26.6K $3.3M
PAYX
Paychex Inc

Industrials
-644
- 6.14%
$126.69 - $147.99 $81.6K - $95.3K
9.85K $1.25M
ACN
Accenture PLC

Technology
-744
- 42.18%
$232.56 - $304.78 $173K - $227K
1.02K $251K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-5.28K
- 10.49%
$48.31 - $48.93 $255K - $258K
45K $2.2M
WM
Waste Management Inc

Industrials
-717
- 8.0%
$213.88 - $237.1 $153K - $170K
8.24K $1.82M
UPS
United Parcel Service Inc

Industrials
-1.8K
- 39.43%
$82.58 - $105.54 $148K - $190K
2.76K $230K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-9.5K
- 8.45%
$25.37 - $25.79 $241K - $245K
103K $2.64M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.01K
- 3.32%
$60.9 - $70.75 $61.4K - $71.4K
29.3K $1.83M
IBMP
Ishares Tr Ibonds December 202

ETFs
-9.14K
- 5.9%
$25.3 - $25.56 $231K - $234K
146K $3.71M
DE
Deere & CO

Industrials
-9
- 0.23%
$457.26 - $524.37 $4.12K - $4.72K
3.99K $1.82M
CARR
Carrier Global Corp

Industrials
-964
- 8.9%
$58.75 - $80.73 $56.6K - $77.8K
9.87K $589K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-5.27K
- 12.46%
$55.15 - $58.11 $290K - $306K
37K $2.13M
CMCSA
Comcast Corp

Communication Services
-803
- 1.97%
$31.41 - $36.33 $25.2K - $29.2K
39.9K $1.26M
TGT
Target Corp

Consumer Defensive
-1.69K
- 33.99%
$86.56 - $107.43 $146K - $182K
3.28K $294K
EQIX
Equinix Inc

Real Estate
-211
- 10.59%
$756.7 - $811.13 $160K - $171K
1.78K $1.39M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
-15K
- 12.5%
$9.11 - $10.03 $137K - $150K
105K $956K
DIS
Walt Disney CO

Communication Services
-454
- 3.68%
$112.25 - $124.0 $51K - $56.3K
11.9K $1.36M
ADP
Automatic Data Processing Inc

Industrials
-71
- 0.72%
$288.69 - $310.94 $20.5K - $22.1K
9.78K $2.87M
VZ
Verizon Communications Inc

Communication Services
-4.58K
- 8.34%
$40.84 - $45.06 $187K - $206K
50.3K $2.21M
TT
Trane Technologies PLC

Industrials
-351
- 39.53%
$398.96 - $472.54 $140K - $166K
537 $226K
APD
Air Products & Chemicals, Inc.

Basic Materials
-466
- 13.14%
$265.78 - $299.3 $124K - $139K
3.08K $840K
ABT
Abbott Laboratories

Healthcare
-731
- 2.92%
$120.51 - $136.62 $88.1K - $99.9K
24.3K $3.26M
ELV
Elevance Health, Inc.

Healthcare
-212
- 17.76%
$274.66 - $395.76 $58.2K - $83.9K
982 $317K
KMI
Kinder Morgan, Inc.

Energy
-244
- 0.2%
$26.23 - $28.5 $6.4K - $6.95K
119K $3.37M
DEO
Diageo PLC

Consumer Defensive
-800
- 7.99%
$93.64 - $115.33 $74.9K - $92.3K
9.21K $879K
UL
Unilever PLC

Consumer Defensive
-1.81K
- 19.22%
$58.43 - $65.01 $106K - $118K
7.62K $451K
CRWD
Crowd Strike Holdings, Inc.

Technology
-192
- 11.71%
$412.46 - $514.1 $79.2K - $98.7K
1.45K $710K
FCX
Freeport Mcmoran Inc

Basic Materials
-606
- 2.52%
$35.34 - $47.21 $21.4K - $28.6K
23.5K $920K
CL
Colgate Palmolive CO

Consumer Defensive
-239
- 2.61%
$79.36 - $93.33 $19K - $22.3K
8.91K $712K
INTU
Intuit Inc

Technology
-25
- 2.71%
$646.03 - $807.39 $16.2K - $20.2K
899 $613K
KLAC
Kla Corp

Technology
-304
- 25.72%
$843.9 - $1078.6 $257K - $328K
878 $947K
HUM
Humana Inc

Healthcare
-490
- 32.36%
$220.41 - $312.0 $108K - $153K
1.02K $266K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
-1.38K
- 21.6%
$81.75 - $88.12 $113K - $122K
5.01K $433K
CI
Cigna Corp

Healthcare
-117
- 8.13%
$262.23 - $334.39 $30.7K - $39.1K
1.32K $381K
OKE
Oneok Inc

Energy
-194
- 2.17%
$71.36 - $83.47 $13.8K - $16.2K
8.73K $637K
VNQ
Vanguard Specialized Funds Van

ETFs
-1.12K
- 20.39%
$88.47 - $93.24 $99.1K - $104K
4.37K $399K
Activity Summary
Buys All Purchases 163 New Holdings 13 Increased Positions 150 Sells All Sells 208 Reductions 208 Sold out 0 Options Calls 0 Puts 0
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