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 201–250 of 416
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DHR | DANAHER CORPORATION | 4K | $500K+ | SH |
| IJR | ISHARES TR | 8K | $500K+ | SH |
| UNP | UNION PAC CORP | 4K | $500K+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 12K | $500K+ | SH |
| MCO | MOODYS CORP | 2K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED | 2K | $500K+ | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 26K | $500K+ | SH |
| WEC | WEC ENERGY GROUP INC | 8K | $500K+ | SH |
| CCC | CCC INTELLIGENT SOLUTIONS HL | 105K | $500K+ | SH |
| FDL | FIRST TR EXCHANGE-TRADED FD | 19K | $500K+ | SH |
| SHY | ISHARES TR | 10K | $500K+ | SH |
| PRK | PARK NATL CORP | 5K | $500K+ | SH |
| MUB | ISHARES TR | 8K | $500K+ | SH |
| RACE | FERRARI N V | 2K | $500K+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 17K | $500K+ | SH |
| CL | COLGATE PALMOLIVE CO | 10K | $500K+ | SH |
| LCTU | BLACKROCK ETF TRUST | 11K | $500K+ | SH |
| IGM | ISHARES TR | 6K | $500K+ | SH |
| ASML | ASML HOLDING N V | 739 | $500K+ | SH |
| HSY | HERSHEY CO | 4K | $500K+ | SH |
| APD | AIR PRODS & CHEMS INC | 3K | $500K+ | SH |
| ET | ENERGY TRANSFER L P | 47K | $500K+ | SH |
| IWO | ISHARES TR | 2K | $500K+ | SH |
| FIX | COMFORT SYS USA INC | 803 | $500K+ | SH |
| NBIX | NEUROCRINE BIOSCIENCES INC | 5K | $500K+ | SH |
| TPG | TPG INC | 12K | $500K+ | SH |
| IJH | ISHARES TR | 11K | $500K+ | SH |
| TFC | TRUIST FINL CORP | 15K | $500K+ | SH |
| GPN | GLOBAL PMTS INC | 9K | $500K+ | SH |
| EFA | ISHARES TR | 7K | $500K+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 3K | $500K+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 10K | $500K+ | SH |
| HDV | ISHARES TR | 6K | $500K+ | SH |
| IVOO | VANGUARD ADMIRAL FDS INC | 6K | $500K+ | SH |
| FTEC | FIDELITY COVINGTON TRUST | 3K | $500K+ | SH |
| SPG | SIMON PPTY GROUP INC NEW | 4K | $500K+ | SH |
| AON | AON PLC | 2K | $500K+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 1K | $500K+ | SH |
| GEV | GE VERNOVA INC | 1K | $500K+ | SH |
| VFLO | VICTORY PORTFOLIOS II | 17K | $500K+ | SH |
| FSS | FEDERAL SIGNAL CORP | 6K | $500K+ | SH |
| TRV | TRAVELERS COMPANIES INC | 2K | $500K+ | SH |
| MAR | MARRIOTT INTL INC NEW | 2K | $500K+ | SH |
| CB | CHUBB LIMITED | 2K | $500K+ | SH |
| DEO | DIAGEO PLC | 7K | $500K+ | SH |
| COF | CAPITAL ONE FINL CORP | 3K | $500K+ | SH |
| USB | US BANCORP DEL | 12K | $500K+ | SH |
| XLE | SELECT SECTOR SPDR TR | 14K | $500K+ | SH |
| BGRN | ISHARES TR | 13K | $500K+ | SH |
| KNSA | KINIKSA PHARMACEUTICALS INTL | 15K | $500K+ | SH |