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 351–400 of 416
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MAIN | MAIN STR CAP CORP | 5K | $100K–$500K | SH |
| BKNG | BOOKING HOLDINGS INC | 56 | $100K–$500K | SH |
| NOCT | INNOVATOR ETFS TRUST | 5K | $100K–$500K | SH |
| VDE | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| FHI | FEDERATED HERMES INC | 6K | $100K–$500K | SH |
| APP | APPLOVIN CORP | 433 | $100K–$500K | SH |
| AMT | AMERICAN TOWER CORP NEW | 2K | $100K–$500K | SH |
| MSA | MSA SAFETY INC | 2K | $100K–$500K | SH |
| ALB | ALBEMARLE CORP | 2K | $100K–$500K | SH |
| HUM | HUMANA INC | 1K | $100K–$500K | SH |
| RDIV | INVESCO EXCH TRADED FD TR II | 5K | $100K–$500K | SH |
| AYI | ACUITY INC | 735 | $100K–$500K | SH |
| DTM | DT MIDSTREAM INC | 2K | $100K–$500K | SH |
| TER | TERADYNE INC | 1K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 496 | $100K–$500K | SH |
| BA | BOEING CO | 1K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP | 3K | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 1K | $100K–$500K | SH |
| SRE | SEMPRA | 3K | $100K–$500K | SH |
| SNV | SYNOVUS FINL CORP | 5K | $100K–$500K | SH |
| HACK | AMPLIFY ETF TR | 3K | $100K–$500K | SH |
| ARGX | ARGENX SE | 300 | $100K–$500K | SH |
| ADI | ANALOG DEVICES INC | 930 | $100K–$500K | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 6K | $100K–$500K | SH |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| UPS | UNITED PARCEL SERVICE INC | 3K | $100K–$500K | SH |
| LNT | ALLIANT ENERGY CORP | 4K | $100K–$500K | SH |
| ZSEP | INNOVATOR ETFS TRUST | 9K | $100K–$500K | SH |
| ADPV | SERIES PORTFOLIOS TR | 6K | $100K–$500K | SH |
| VLO | VALERO ENERGY CORP | 1K | $100K–$500K | SH |
| HWM | HOWMET AEROSPACE INC | 1K | $100K–$500K | SH |
| CCI | CROWN CASTLE INC | 3K | $100K–$500K | SH |
| WSO | WATSCO INC | 709 | $100K–$500K | SH |
| ATR | APTARGROUP INC | 2K | $100K–$500K | SH |
| VBR | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| DHI | D R HORTON INC | 2K | $100K–$500K | SH |
| EQR | EQUITY RESIDENTIAL | 4K | $100K–$500K | SH |
| ENB | ENBRIDGE INC | 5K | $100K–$500K | SH |
| FROG | JFROG LTD | 4K | $100K–$500K | SH |
| XAR | SPDR SERIES TRUST | 950 | $100K–$500K | SH |
| CTAS | CINTAS CORP | 1K | $100K–$500K | SH |
| XLY | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| SFLR | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 379 | $100K–$500K | SH |
| FPE | FIRST TR EXCH TRADED FD III | 12K | $100K–$500K | SH |
| DFAS | DIMENSIONAL ETF TRUST | 3K | $100K–$500K | SH |
| NTRS | NORTHERN TR CORP | 2K | $100K–$500K | SH |
| MPC | MARATHON PETE CORP | 1K | $100K–$500K | SH |
| MMC | MARSH & MCLENNAN COS INC | 1K | $100K–$500K | SH |
| AWK | AMERICAN WTR WKS CO INC NEW | 2K | $100K–$500K | SH |