Portfolio (Quarterly)
Guide ↗
Sound View Wealth Advisors Group, LLC
· CIK 0001784777| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | — | 1,644,079 | $41.4M | 2.85% | SOLD |
| 2 | — | ISHARES TR | — | 191,032 | $4.5M | 0.31% | SOLD |
| 3 | — | ISHARES TR | — | 141,043 | $3.8M | 0.26% | SOLD |
| 4 | UL | UNILEVER PLC | Consumer Defensive | 7,620 | $452K | 0.03% | SOLD |
| 5 | VNQ | VANGUARD INDEX FDS | — | 4,373 | $400K | 0.03% | SOLD |
| 6 | EVRG | EVERGY INC | Utilities | 4,342 | $330K | 0.02% | SOLD |
| 7 | BAX | BAXTER INTL INC | Healthcare | 13,184 | $300K | 0.02% | SOLD |
| 8 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 2,870 | $258K | 0.02% | SOLD |
| 9 | CLX | CLOROX CO DEL | Consumer Defensive | 2,028 | $250K | 0.02% | SOLD |
| 10 | SRPT | SAREPTA THERAPEUTICS INC | Healthcare | 12,695 | $245K | 0.02% | SOLD |
| 11 | AIG | AMERICAN INTL GROUP INC | Financial Services | 7,085 | $243K | 0.02% | SOLD |
| 12 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 2,432 | $237K | 0.02% | SOLD |
| 13 | ETHA | ISHARES ETHEREUM TR | Financial Services | 7,535 | $237K | 0.02% | SOLD |
| 14 | ESLT | ELBIT SYS LTD | Industrials | 450 | $229K | 0.02% | SOLD |
| 15 | FV | FIRST TR EXCHANGE TRADED FD | — | 3,699 | $229K | 0.02% | SOLD |
| 16 | VFH | VANGUARD WORLD FD | — | 1,741 | $229K | 0.02% | SOLD |
| 17 | TT | TRANE TECHNOLOGIES PLC | Industrials | 537 | $227K | 0.02% | SOLD |
| 18 | — | THOMSON REUTERS CORP | — | 1,404 | $218K | 0.01% | SOLD |
| 19 | ROK | ROCKWELL AUTOMATION INC | Industrials | 618 | $216K | 0.01% | SOLD |
| 20 | LHX | L3HARRIS TECHNOLOGIES INC | Industrials | 699 | $213K | 0.01% | SOLD |
Sector Allocation
Technology
29.4%
Financial Services
17.4%
Healthcare
14.4%
Consumer Cyclical
8.3%
Consumer Defensive
7.5%
Industrials
7.2%
Communication Services
7.0%
Energy
3.9%
Utilities
3.3%
Real Estate
1.1%