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Portfolio (Quarterly) Guide ↗

Sound View Wealth Advisors Group, LLC

· CIK 0001784777
13F Portfolio $1.5B AUM 416 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 21 New 120 Added 159 Reduced 27 Exited
Page 16 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BK BANK NEW YORK MELLON CORP Financial Services 3,584.0 $416K 0.03% +139.0 +4.0% $116.09 +19.9%
302 VB VANGUARD INDEX FDS 1,599.0 $412K 0.03% -179.0 -10.1% $257.88 +12.1%
303 PLTR PALANTIR TECHNOLOGIES INC Technology 2,316.0 $412K 0.03% +38.0 +1.7% $177.75 -23.0%
304 SLF SUN LIFE FINANCIAL INC. Financial Services 6,441.0 $402K 0.03% -224.0 -3.4% $62.40 +17.1%
305 HII HUNTINGTON INGALLS INDS INC Industrials 1,180.0 $401K 0.03% $340.11 -5.7%
306 EW EDWARDS LIFESCIENCES CORP Healthcare 4,680.0 $399K 0.03% -281.0 -5.7% $85.25 +0.6%
307 VCLT VANGUARD SCOTTSDALE FDS 5,195.0 $394K 0.03% $75.85 -1.8%
308 NKE NIKE INC Consumer Cyclical 6,171.0 $393K 0.03% -152.0 -2.4% $63.71 -29.9%
309 SYY SYSCO CORP Consumer Defensive 5,316.0 $392K 0.03% -79.0 -1.5% $73.69 +3.5%
310 NVS NOVARTIS AG Healthcare 2,828.0 $390K 0.03% -296.0 -9.5% $137.87 +10.3%
311 ALL ALLSTATE CORP Financial Services 1,872.0 $390K 0.03% +323.0 +20.9% $208.16 +4.1%
312 KRYS KRYSTAL BIOTECH INC Healthcare 1,579.0 $389K 0.03% -424.0 -21.2% $246.54 +21.5%
313 VCSH VANGUARD SCOTTSDALE FDS 4,878.0 $389K 0.03% $79.73 -1.1%
314 CRH PLC 3,082.0 $385K 0.03% $124.80
315 VXUS VANGUARD STAR FDS 5,003.0 $377K 0.03% +575.0 +13.0% $75.44 +12.0%
316 IXN ISHARES TR 3,500.0 $368K 0.03% $105.00 +28.9%
317 CI THE CIGNA GROUP Healthcare 1,331.0 $366K 0.03% +9.0 +0.7% $275.24 +4.0%
318 GPC GENUINE PARTS CO Consumer Cyclical 2,973.0 $366K 0.03% -185.0 -5.9% $122.96 -20.4%
319 OTIS OTIS WORLDWIDE CORP Industrials 4,144.0 $362K 0.02% +210.0 +5.3% $87.35 -16.7%
320 ITOT ISHARES TR 2,434.0 $362K 0.02% $148.70 +9.6%
Page 16 of 21  ·  416 positions

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 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%