CIK 1784777
Sound View Wealth Advisors Group, LLC
Institutional 13F holdings & portfolio
Holdings
416
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 416
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VIGI | VANGUARD WHITEHALL FDS | 36K | $1M+ | SH |
| WRB | BERKLEY W R CORP | 47K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 34K | $1M+ | SH |
| LOW | LOWES COS INC | 13K | $1M+ | SH |
| WELL | WELLTOWER INC | 16K | $1M+ | SH |
| ABT | ABBOTT LABS | 24K | $1M+ | SH |
| WMB | WILLIAMS COS INC | 49K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 5K | $1M+ | SH |
| WCN | WASTE CONNECTIONS INC | 16K | $1M+ | SH |
| DLR | DIGITAL RLTY TR INC | 18K | $1M+ | SH |
| ZG | ZILLOW GROUP INC | 39K | $1M+ | SH |
| HCA | HCA HEALTHCARE INC | 6K | $1M+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 23K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 22K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 9K | $1M+ | SH |
| XEL | XCEL ENERGY INC | 34K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| KMB | KIMBERLY-CLARK CORP | 25K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 10K | $1M+ | SH |
| IGSB | ISHARES TR | 46K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 28K | $1M+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 9K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 12K | $1M+ | SH |
| DNP | DNP SELECT INCOME FD INC | 216K | $1M+ | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 5K | $1M+ | SH |
| NOBL | PROSHARES TR | 20K | $1M+ | SH |
| ISTB | ISHARES TR | 42K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 10K | $1M+ | SH |
| IBMR | ISHARES TR | 74K | $1M+ | SH |
| REGN | REGENERON PHARMACEUTICALS | 2K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 46K | $1M+ | SH |
| IBKR | INTERACTIVE BROKERS GROUP IN | 29K | $1M+ | SH |
| DE | DEERE & CO | 4K | $1M+ | SH |
| PFF | ISHARES TR | 58K | $1M+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 4K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 8K | $1M+ | SH |
| WDAY | WORKDAY INC | 8K | $1M+ | SH |
| AKRE | PROFESIONALLY MANAGED PORTFO | 27K | $1M+ | SH |
| BYRN | BYRNA TECHNOLOGIES INC | 103K | $1M+ | SH |
| IVW | ISHARES TR | 14K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 4K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 8K | $1M+ | SH |
| IWD | ISHARES TR | 8K | $1M+ | SH |
| GIS | GENERAL MLS INC | 36K | $1M+ | SH |
| VRT | VERTIV HOLDINGS CO | 10K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 5K | $1M+ | SH |
| CRM | SALESFORCE INC | 6K | $1M+ | SH |
| NFLX | NETFLIX INC | 17K | $1M+ | SH |
| MDLZ | MONDELEZ INTL INC | 29K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 2 | $1M+ | SH |