Portfolio (Quarterly)
Guide ↗
Sound View Wealth Advisors Group, LLC
· CIK 0001784777| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | AMT | AMERICAN TOWER CORP | Real Estate | 1,541.0 | $252K | 0.02% | -78.0 | -4.8% | $163.58 | +9.0% |
| 202 | LNT | ALLIANT ENERGY CORP | Utilities | 3,289.0 | $251K | 0.02% | -555.0 | -14.4% | $76.28 | -11.0% |
| 203 | CFG | CITIZENS FINL GROUP INC | Financial Services | 3,550.0 | $249K | 0.01% | -28.0 | -0.8% | $70.07 | +0.5% |
| 204 | ICE | INTERCONTINENTAL EXCHANGE IN | Financial Services | 2,009.0 | $247K | 0.01% | -635.0 | -24.0% | $123.11 | +31.5% |
| 205 | — | INNOVATOR ETFS TRUST | — | 8,880.0 | $245K | 0.01% | -374.0 | -4.0% | $27.56 | — |
| 206 | VTWO | VANGUARD SCOTTSDALE FDS | — | 2,009.0 | $244K | 0.01% | -18.0 | -0.9% | $121.44 | -0.6% |
| 207 | ENB | ENBRIDGE INC | Energy | 4,475.0 | $243K | 0.01% | -369.0 | -7.6% | $54.21 | -7.9% |
| 208 | XAR | SPDR SERIES TRUST | — | 843.0 | $239K | 0.01% | -107.0 | -11.3% | $283.77 | -5.9% |
| 209 | UBER | UBER TECHNOLOGIES INC | Technology | 3,246.0 | $234K | 0.01% | -687.0 | -17.5% | $72.16 | +9.0% |
| 210 | DHI | D R HORTON INC | Consumer Cyclical | 1,407.0 | $229K | 0.01% | -235.0 | -14.3% | $162.89 | -8.5% |
| 211 | HACK | AMPLIFY ETF TR | — | 2,150.0 | $226K | 0.01% | -1K | -31.8% | $104.93 | +4.9% |
| 212 | ATR | APTARGROUP INC | Healthcare | 1,801.0 | $225K | 0.01% | -148.0 | -7.6% | $125.20 | +8.4% |
| 213 | SFLR | INNOVATOR ETFS TRUST | — | 5,684.0 | $219K | 0.01% | -294.0 | -4.9% | $38.58 | +0.6% |
| 214 | SHLD | GLOBAL X FDS | — | 3,662.0 | $219K | 0.01% | -2K | -29.6% | $59.71 | +11.0% |
| 215 | MAIN | MAIN STR CAP CORP | Financial Services | 4,197.0 | $218K | 0.01% | -799.0 | -16.0% | $51.88 | +13.0% |
| 216 | CEG | CONSTELLATION ENERGY CORP | Utilities | 876.0 | $218K | 0.01% | -490.0 | -35.9% | $248.39 | +9.5% |
| 217 | OTIS | OTIS WORLDWIDE CORP | Industrials | 3,003.0 | $215K | 0.01% | -1K | -27.5% | $71.60 | +0.5% |
| 218 | BR | BROADRIDGE FINL SOLUTIONS IN | Technology | 1,473.0 | $202K | 0.01% | -74.0 | -4.8% | $136.95 | +35.5% |
| 219 | FPE | FIRST TR EXCH TRADED FD III | — | 11,119.0 | $199K | 0.01% | -903.0 | -7.5% | $17.88 | -1.2% |
| 220 | BTZ | BLACKROCK CR ALLOCATION | Financial Services | 10,400.0 | $106K | 0.01% | -570.0 | -5.2% | $10.22 | -1.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
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%