Portfolio (Quarterly)
Guide ↗
Sound View Wealth Advisors Group, LLC
· CIK 0001784777| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | SPOT | SPOTIFY TECHNOLOGY S A | Communication Services | 379 | $220K | 0.01% | SOLD |
| 22 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 1,139 | $211K | 0.01% | SOLD |
| 23 | AWK | AMERICAN WTR WKS CO INC NEW | Utilities | 1,615 | $211K | 0.01% | SOLD |
| 24 | DG | DOLLAR GEN CORP NEW | Consumer Defensive | 1,539 | $204K | 0.01% | SOLD |
| 25 | ZBH | ZIMMER BIOMET HOLDINGS INC | Healthcare | 2,271 | $204K | 0.01% | SOLD |
| 26 | HPQ | HP INC | Technology | 9,074 | $202K | 0.01% | SOLD |
| 27 | IBDZ | ISHARES TR | — | 7,632 | $201K | 0.01% | SOLD |
| 28 | ORLY | OREILLY AUTOMOTIVE INC | Consumer Cyclical | 2,198 | $200K | 0.01% | SOLD |
| 29 | APH | AMPHENOL CORP NEW | Technology | 1,483 | $200K | 0.01% | SOLD |
Sector Allocation
Technology
32.5%
Financial Services
17.4%
Healthcare
15.2%
Industrials
7.8%
Consumer Cyclical
7.5%
Consumer Defensive
7.5%
Communication Services
3.9%
Utilities
3.3%
Energy
3.1%
Real Estate
1.3%