Sound View Wealth Advisors Group, LLC Sells in Q4 2025

Sound View Wealth Advisors Group, LLC

  • $1.47 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
-250
- 0.71%
$358.03 - $397.02 $89.5K - $99.3K
35K $12.5M
META
Meta Platforms, Inc.

Communication Services
-179
- 1.4%
$609.01 - $751.67 $109K - $135K
12.6K $7.66M
BMY
Bristol Myers Squibb CO

Healthcare
-42.4K
- 13.99%
$42.6 - $49.08 $1.81M - $2.08M
261K $12.2M
PG
Procter & Gamble CO

Consumer Defensive
-3.33K
- 3.99%
$145.5 - $153.18 $485K - $511K
80.3K $11.7M
PFE
Pfizer Inc

Healthcare
-34.8K
- 37.71%
$24.23 - $27.37 $843K - $952K
57.4K $1.44M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.61K
- 5.35%
$589.5 - $635.77 $946K - $1.02M
28.4K $17.1M
NVDA
Nvidia Corp

Technology
-4.33K
- 1.86%
$179.83 - $207.04 $779K - $897K
228K $42.6M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-13.5K
- 36.61%
$55.63 - $58.98 $754K - $799K
23.5K $1.37M
KMB
Kimberly Clark Corp

Consumer Defensive
-1.85K
- 6.95%
$100.05 - $123.23 $185K - $227K
24.7K $2.57M
TFC
Truist Financial Corp

Financial Services
-13.4K
- 47.53%
$41.09 - $45.64 $549K - $610K
14.8K $661K
CVX
Chevron Corp

Energy
-3.77K
- 10.01%
$148.9 - $157.72 $561K - $594K
33.9K $5.24M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-11
- 0.02%
$68.8 - $78.04 $757 - $858
66.7K $4.59M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.24K
- 5.52%
$459.47 - $491.71 $570K - $610K
21.2K $10M
SO
Southern CO

Utilities
-1.6K
- 1.75%
$90.58 - $99.72 $145K - $159K
89.8K $8.13M
VTI
Vanguard Total Stock Market Et

ETFs
-1.95K
- 2.5%
$321.8 - $337.95 $626K - $657K
75.9K $25M
ADP
Automatic Data Processing Inc

Industrials
-108
- 1.1%
$250.9 - $292.94 $27.1K - $31.6K
9.67K $2.43M
PM
Philip Morris International Inc.

Consumer Defensive
-165
- 0.41%
$144.33 - $160.86 $23.8K - $26.5K
40.2K $6.15M
IVV
Ishares Core S&P 500 ETF

ETFs
-627
- 11.45%
$656.2 - $690.71 $411K - $433K
4.85K $3.27M
CMCSA
Comcast Corp

Communication Services
-7.65K
- 19.15%
$26.98 - $31.09 $206K - $238K
32.3K $879K
LOW
Lowes Companies Inc

Consumer Cyclical
-17
- 0.13%
$225.0 - $247.99 $3.83K - $4.22K
12.6K $2.84M
GIS
General Mills Inc

Consumer Defensive
-4.51K
- 11.16%
$45.98 - $50.93 $207K - $229K
35.9K $1.7M
VZ
Verizon Communications Inc

Communication Services
-4.45K
- 8.85%
$38.4 - $43.83 $171K - $195K
45.9K $1.88M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-19.1K
- 1.95%
$25.85 - $27.19 $493K - $519K
958K $25.4M
EQIX
Equinix Inc

Real Estate
-396
- 22.23%
$772.6 - $846.01 $306K - $335K
1.39K $1.09M
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.76K
- 2.97%
$94.02 - $97.61 $166K - $172K
57.6K $5.45M
AVGO
Broadcom Inc.

Technology
-2.92K
- 5.0%
$324.63 - $385.98 $949K - $1.13M
55.5K $19M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-2.31K
- 50.39%
$87.55 - $103.98 $202K - $240K
2.27K $204K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-444
- 1.51%
$55.57 - $63.17 $24.7K - $28K
28.9K $1.61M
HDV
Ishares Core High Dividend ETF

ETFs
-1.83K
- 24.06%
$118.22 - $122.79 $216K - $225K
5.77K $705K
OKE
Oneok Inc

Energy
-2.78K
- 31.84%
$64.31 - $72.98 $179K - $203K
5.95K $419K
T
At&T Inc.

Communication Services
-4.76K
- 16.42%
$24.44 - $27.55 $116K - $131K
24.2K $616K
DEO
Diageo PLC

Consumer Defensive
-1.9K
- 20.63%
$87.26 - $98.67 $166K - $188K
7.31K $679K
PFF
Ishares Trust Ishares Pfd And

ETFs
-4.78K
- 7.58%
$30.84 - $31.79 $148K - $152K
58.3K $1.8M
HON
Honeywell International Inc

Industrials
-430
- 5.75%
$194.07 - $220.67 $83.5K - $94.9K
7.05K $1.38M
DGRO
Ishares Core Dividend Growth E

ETFs
-3.56K
- 2.37%
$66.93 - $69.17 $238K - $246K
147K $10M
UNH
Unitedhealth Group Inc

Healthcare
-192
- 3.81%
$320.52 - $369.92 $61.5K - $71K
4.84K $1.55M
EMR
Emerson Electric CO

Industrials
-293
- 0.73%
$126.01 - $140.03 $36.9K - $41K
39.6K $5.05M
MRVL
Marvell Technology, Inc.

Technology
-2.5K
- 13.6%
$81.05 - $93.74 $203K - $234K
15.9K $1.37M
RACE
Ferrari N.V.

Consumer Cyclical
-31
- 1.4%
$378.72 - $504.09 $11.7K - $15.6K
2.19K $913K
ABT
Abbott Laboratories

Healthcare
-512
- 2.1%
$123.62 - $134.59 $63.3K - $68.9K
23.8K $3.1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-619
- 12.75%
$280.66 - $305.09 $174K - $189K
4.23K $1.19M
WM
Waste Management Inc

Industrials
-264
- 3.2%
$196.77 - $219.98 $51.9K - $58.1K
7.98K $1.67M
VO
Vanguard Mid Cap ETF

ETFs
-314
- 3.49%
$286.27 - $296.23 $89.9K - $93K
8.68K $2.49M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-2.69K
- 5.97%
$48.64 - $48.99 $131K - $132K
42.4K $2.06M
DIS
Walt Disney CO

Communication Services
-279
- 2.35%
$105.69 - $116.65 $29.5K - $32.5K
11.6K $1.23M
LMT
Lockheed Martin Corp

Industrials
-61
- 1.7%
$452.1 - $514.24 $27.6K - $31.4K
3.53K $1.66M
INTU
Intuit Inc

Technology
-144
- 16.02%
$641.79 - $683.39 $92.4K - $98.4K
755 $487K
VOE
Vanguard Mid Cap Value Index F

ETFs
-646
- 4.96%
$169.53 - $176.53 $110K - $114K
12.4K $2.15M
VCR
Vanguard Consumer Discretionar

ETFs
-164
- 4.49%
$376.54 - $399.33 $61.8K - $65.5K
3.49K $1.32M
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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