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 301–350 of 416
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BK | BANK NEW YORK MELLON CORP | 4K | $100K–$500K | SH |
| VB | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| SLF | SUN LIFE FINANCIAL INC. | 6K | $100K–$500K | SH |
| HII | HUNTINGTON INGALLS INDS INC | 1K | $100K–$500K | SH |
| EW | EDWARDS LIFESCIENCES CORP | 5K | $100K–$500K | SH |
| VCLT | VANGUARD SCOTTSDALE FDS | 5K | $100K–$500K | SH |
| NKE | NIKE INC | 6K | $100K–$500K | SH |
| SYY | SYSCO CORP | 5K | $100K–$500K | SH |
| NVS | NOVARTIS AG | 3K | $100K–$500K | SH |
| ALL | ALLSTATE CORP | 2K | $100K–$500K | SH |
| KRYS | KRYSTAL BIOTECH INC | 2K | $100K–$500K | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 5K | $100K–$500K | SH |
| CRH | CRH PLC | 3K | $100K–$500K | SH |
| VXUS | VANGUARD STAR FDS | 5K | $100K–$500K | SH |
| IXN | ISHARES TR | 4K | $100K–$500K | SH |
| CI | THE CIGNA GROUP | 1K | $100K–$500K | SH |
| GPC | GENUINE PARTS CO | 3K | $100K–$500K | SH |
| OTIS | OTIS WORLDWIDE CORP | 4K | $100K–$500K | SH |
| ITOT | ISHARES TR | 2K | $100K–$500K | SH |
| VBK | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 1K | $100K–$500K | SH |
| AEM | AGNICO EAGLE MINES LTD | 2K | $100K–$500K | SH |
| IHI | ISHARES TR | 6K | $100K–$500K | SH |
| SCHW | SCHWAB CHARLES CORP | 4K | $100K–$500K | SH |
| — | BLUEROCK PVT REAL ESTATE FD | 23K | $100K–$500K | SH |
| DSI | ISHARES TR | 3K | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 3K | $100K–$500K | SH |
| TRGP | TARGA RES CORP | 2K | $100K–$500K | SH |
| DDOG | DATADOG INC | 3K | $100K–$500K | SH |
| BR | BROADRIDGE FINL SOLUTIONS IN | 2K | $100K–$500K | SH |
| YUM | YUM BRANDS INC | 2K | $100K–$500K | SH |
| PFG | PRINCIPAL FINANCIAL GROUP IN | 4K | $100K–$500K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 1K | $100K–$500K | SH |
| VMC | VULCAN MATLS CO | 1K | $100K–$500K | SH |
| CEF | SPROTT ASSET MANAGEMENT LP | 7K | $100K–$500K | SH |
| ESGU | ISHARES TR | 2K | $100K–$500K | SH |
| SHLD | GLOBAL X FDS | 5K | $100K–$500K | SH |
| SIRI | SIRIUSXM HOLDINGS INC | 17K | $100K–$500K | SH |
| TD | TORONTO DOMINION BK ONT | 4K | $100K–$500K | SH |
| MCK | MCKESSON CORP | 405 | $100K–$500K | SH |
| IQV | IQVIA HLDGS INC | 1K | $100K–$500K | SH |
| PWV | INVESCO EXCHANGE TRADED FD T | 5K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 4K | $100K–$500K | SH |
| ESGV | VANGUARD WORLD FD | 3K | $100K–$500K | SH |
| IEMG | ISHARES INC | 5K | $100K–$500K | SH |
| SJM | SMUCKER J M CO | 3K | $100K–$500K | SH |
| MTB | M & T BK CORP | 2K | $100K–$500K | SH |
| IOCT | INNOVATOR ETFS TRUST | 9K | $100K–$500K | SH |
| PDEC | INNOVATOR ETFS TRUST | 7K | $100K–$500K | SH |