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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | DE | DEERE & CO | Industrials | 3,986.0 | $1.8M | 0.12% | NEW | — | $457.26 | +28.9% |
| 142 | WM | WASTE MGMT INC DEL | Industrials | 8,242.0 | $1.8M | 0.12% | NEW | — | $220.82 | +5.4% |
| 143 | LMT | LOCKHEED MARTIN CORP | Industrials | 3,586.0 | $1.8M | 0.12% | NEW | — | $499.16 | +3.0% |
| 144 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 5,034.0 | $1.7M | 0.12% | NEW | — | $345.31 | +21.1% |
| 145 | IBMR | ISHARES TR | — | 67,740.0 | $1.7M | 0.12% | NEW | — | $25.53 | -0.8% |
| 146 | IVW | ISHARES TR | — | 13,854.0 | $1.7M | 0.12% | NEW | — | $120.72 | +14.8% |
| 147 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 25,361.0 | $1.6M | 0.11% | NEW | — | $65.00 | -43.4% |
| 148 | IWD | ISHARES TR | — | 8,063.0 | $1.6M | 0.11% | NEW | — | $203.59 | +21.5% |
| 149 | MU | MICRON TECHNOLOGY INC | Technology | 9,672.0 | $1.6M | 0.11% | NEW | — | $167.32 | +440.6% |
| 150 | VRT | VERTIV HOLDINGS CO | Industrials | 10,606.0 | $1.6M | 0.11% | NEW | — | $150.86 | +102.0% |
| 151 | HON | HONEYWELL INTL INC | Industrials | 7,479.0 | $1.6M | 0.11% | NEW | — | $210.50 | +5.8% |
| 152 | BLK | BLACKROCK INC | Financial Services | 1,347.0 | $1.6M | 0.11% | NEW | — | $1165.53 | -6.4% |
| 153 | MRVL | MARVELL TECHNOLOGY INC | Technology | 18,384.0 | $1.5M | 0.11% | NEW | — | $84.07 | +145.3% |
| 154 | — | BERKSHIRE HATHAWAY INC DEL | — | 2.0 | $1.5M | 0.10% | NEW | — | $754200.00 | — |
| 155 | NSC | NORFOLK SOUTHN CORP | Industrials | 4,890.0 | $1.5M | 0.10% | NEW | — | $300.39 | +9.3% |
| 156 | BUFF | INNOVATOR ETFS TRUST | — | 29,700.0 | $1.5M | 0.10% | NEW | — | $48.85 | +8.6% |
| 157 | VCR | VANGUARD WORLD FD | — | 3,651.0 | $1.4M | 0.10% | NEW | — | $396.17 | -0.1% |
| 158 | DVY | ISHARES TR | — | 10,061.0 | $1.4M | 0.10% | NEW | — | $142.10 | +12.3% |
| 159 | VRTX | VERTEX PHARMACEUTICALS INC | Healthcare | 3,629.0 | $1.4M | 0.10% | NEW | — | $391.62 | +21.8% |
| 160 | CRM | SALESFORCE INC | Technology | 5,889.0 | $1.4M | 0.10% | NEW | — | $237.00 | -29.5% |
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
29.9%
Financial Services
17.2%
Healthcare
13.0%
Consumer Cyclical
8.6%
Consumer Defensive
8.0%
Industrials
7.4%
Communication Services
6.7%
Energy
3.9%
Utilities
3.6%
Real Estate
1.1%