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
ASML
Asml Holding Nv

Technology
-158
- 17.61%
$936.19 - $1075.45 $148K - $170K
739 $753K
MAIN
Main Street Capital Corp

Financial Services
-1.31K
- 20.82%
$55.1 - $63.97 $72.4K - $84.1K
5K $291K
ETN
Eaton Corp PLC

Industrials
-84
- 2.34%
$352.39 - $387.75 $29.6K - $32.6K
3.51K $1.24M
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.69K
- 12.03%
$70.2 - $73.89 $119K - $125K
12.4K $902K
NOC
Northrop Grumman Corp

Industrials
-21
- 1.12%
$558.0 - $637.95 $11.7K - $13.4K
1.85K $1.04M
DHI
Horton D R Inc

Consumer Cyclical
-316
- 16.14%
$142.43 - $174.95 $45K - $55.3K
1.64K $233K
BAC
Bank Of America Corp

Financial Services
-1.59K
- 2.22%
$48.65 - $54.11 $77.5K - $86.2K
70.3K $3.62M
NSC
Norfolk Southern Corp

Industrials
-25
- 0.51%
$279.53 - $300.15 $6.99K - $7.5K
4.87K $1.38M
MA
Mastercard Inc

Financial Services
-65
- 4.13%
$536.85 - $580.45 $34.9K - $37.7K
1.51K $810K
GPN
Global Payments Inc

Industrials
-17
- 0.18%
$74.11 - $88.53 $1.26K - $1.51K
9.35K $692K
UNP
Union Pacific Corp

Industrials
-51
- 1.28%
$216.37 - $237.41 $11K - $12.1K
3.95K $872K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.43K
- 0.72%
$72.21 - $75.0 $103K - $107K
197K $14.5M
SPGI
S&P Global Inc.

Financial Services
-149
- 23.1%
$472.05 - $502.96 $70.3K - $74.9K
496 $242K
PFG
Principal Financial Group Inc

Financial Services
-906
- 18.97%
$78.39 - $85.26 $71K - $77.2K
3.87K $326K
GE
General Electric CO

Industrials
-218
- 5.3%
$291.49 - $314.28 $63.5K - $68.5K
3.9K $1.17M
C
Citigroup Inc

Financial Services
-397
- 4.73%
$93.93 - $102.87 $37.3K - $40.8K
8K $785K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-374
- 10.8%
$325.34 - $368.61 $122K - $138K
3.09K $1.07M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-5
- 8.2%
$4804.01 - $5424.55 $24K - $27.1K
56 $269K
BA
Boeing CO

Industrials
-147
- 11.0%
$191.81 - $225.32 $28.2K - $33.1K
1.19K $228K
GPC
Genuine Parts CO

Consumer Cyclical
-185
- 5.86%
$122.69 - $140.39 $22.7K - $26K
2.97K $378K
FSS
Federal Signal Corp

Industrials
-9
- 0.15%
$109.74 - $129.76 $988 - $1.17K
6.13K $672K
DRI
Darden Restaurants Inc

Consumer Cyclical
-105
- 4.3%
$171.59 - $193.49 $18K - $20.3K
2.34K $406K
COF
Capital One Financial Corp

Financial Services
-117
- 4.33%
$201.01 - $225.01 $23.5K - $26.3K
2.59K $520K
KLAC
Kla Corp

Technology
-89
- 10.14%
$982.75 - $1235.28 $87.5K - $110K
789 $894K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-386
- 5.83%
$106.97 - $112.08 $41.3K - $43.3K
6.24K $677K
VB
Vanguard Small Cap ETF

ETFs
-179
- 10.07%
$248.1 - $260.08 $44.4K - $46.6K
1.6K $399K
NKE
Nike, Inc.

Consumer Cyclical
-152
- 2.4%
$60.8 - $74.57 $9.24K - $11.3K
6.17K $388K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-590
- 10.68%
N/A
4.93K $423K
UTG
Reaves Utility Income Fund

Financial Services
-363
- 2.57%
$36.92 - $41.42 $13.4K - $15K
13.7K $507K
SYY
Sysco Corp

Consumer Defensive
-79
- 1.46%
$72.9 - $83.27 $5.76K - $6.58K
5.32K $397K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-250
- 7.53%
$219.27 - $238.71 $54.8K - $59.7K
3.07K $692K
VUG
Vanguard Growth ETF

ETFs
-169
- 1.84%
$470.44 - $504.26 $79.5K - $85.2K
9.02K $4.36M
TSCO
Tractor Supply CO

Consumer Cyclical
-565
- 5.85%
$52.49 - $56.37 $29.7K - $31.8K
9.1K $504K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-2.56K
- 17.53%
$18.14 - $18.51 $46.3K - $47.3K
12K $220K
FIX
Comfort Systems Usa Inc

Industrials
-135
- 14.39%
$790.72 - $1010.64 $107K - $136K
803 $730K
VRT
Vertiv Holdings CO

Industrials
-490
- 4.62%
N/A
10.1K $876K
USB
Us Bancorp \De\

Financial Services
-169
- 1.43%
$45.28 - $48.26 $7.65K - $8.16K
11.6K $528K
TRV
Travelers Companies, Inc.

Financial Services
-215
- 8.74%
$261.57 - $287.42 $56.2K - $61.8K
2.25K $644K
IWP
Ishares Russell Mid Cap Growth

ETFs
-6
- 0.08%
$136.84 - $145.3 $821 - $872
7.42K $1.02M
HPQ
Hp Inc

Technology
-649
- 6.67%
$24.53 - $28.61 $15.9K - $18.6K
9.07K $222K
CDNS
Cadence Design Systems Inc

Technology
-5
- 0.46%
$314.93 - $353.36 $1.57K - $1.77K
1.09K $343K
CCL
Carnival Corp

Consumer Cyclical
-20
- 0.14%
$26.02 - $30.0 $520 - $600
14K $364K
DNP
Dnp Select Income Fund Inc

Financial Services
-6.11K
- 2.75%
$9.93 - $10.23 $60.7K - $62.5K
216K $2.18M
SPOT
Spotify Technology S.A.

Communication Services
-23
- 5.72%
$616.91 - $707.3 $14.2K - $16.3K
379 $240K
PEG
Public Service Enterprise Group Inc

Utilities
-366
- 2.68%
$79.86 - $84.83 $29.2K - $31K
13.3K $1.1M
SJM
J M Smucker CO

Consumer Defensive
-370
- 10.36%
$101.21 - $110.3 $37.4K - $40.8K
3.2K $349K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-3K
- 21.47%
$10.8 - $11.17 $32.4K - $33.5K
11K $118K
FDL
First Tr Morningstar Dividend

ETFs
-887
- 4.51%
$42.27 - $43.9 $37.5K - $38.9K
18.8K $818K
YUM
Yum Brands Inc

Consumer Cyclical
-183
- 7.48%
$138.21 - $153.19 $25.3K - $28K
2.26K $337K
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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