
SOUND VIEW WEALTH ADVISORS GROUP, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | COP | 4K | $401.04K |
![]() | GE | 4K | $1.24M |
![]() | EFX | 4K | $1.05M |
![]() | UNP | 4K | $945.02K |
![]() | DE | 4K | $1.82M |
![]() | OTIS | 4K | $359.68K |
![]() | LNT | 4K | $259.10K |
![]() | UBER | 4K | $375.52K |
![]() | EQR | 4K | $245.00K |
![]() | DHR | 4K | $746.45K |
![]() | SPG | 4K | $696.60K |
![]() | SCHW | 4K | $347.23K |
![]() | VRTX | 4K | $1.42M |
![]() | ETN | 4K | $1.35M |
![]() | LMT | 4K | $1.79M |
![]() | SJM | 4K | $387.80K |
![]() | TD | 4K | $282.22K |
![]() | BK | 3K | $375.37K |
![]() | PNC | 3K | $685.17K |
![]() | TGT | 3K | $294.58K |

ConocoPhillips
COP
Shares Held
4K
Value
$401.04K

GE Aerospace
GE
Shares Held
4K
Value
$1.24M

Equifax Inc.
EFX
Shares Held
4K
Value
$1.05M

Union Pacific Corporation
UNP
Shares Held
4K
Value
$945.02K

Deere & Company
DE
Shares Held
4K
Value
$1.82M

Otis Worldwide Corporation
OTIS
Shares Held
4K
Value
$359.68K

Alliant Energy Corporation
LNT
Shares Held
4K
Value
$259.10K

Uber Technologies, Inc.
UBER
Shares Held
4K
Value
$375.52K

Equity Residential
EQR
Shares Held
4K
Value
$245.00K

Danaher Corporation
DHR
Shares Held
4K
Value
$746.45K

Simon Property Group, Inc.
SPG
Shares Held
4K
Value
$696.60K

The Charles Schwab Corporation
SCHW
Shares Held
4K
Value
$347.23K

Vertex Pharmaceuticals Incorporated
VRTX
Shares Held
4K
Value
$1.42M

Eaton Corporation plc
ETN
Shares Held
4K
Value
$1.35M

Lockheed Martin Corporation
LMT
Shares Held
4K
Value
$1.79M

The J. M. Smucker Company
SJM
Shares Held
4K
Value
$387.80K

The Toronto-Dominion Bank
TD
Shares Held
4K
Value
$282.22K

The Bank of New York Mellon Corporation
BK
Shares Held
3K
Value
$375.37K

The PNC Financial Services Group, Inc.
PNC
Shares Held
3K
Value
$685.17K

Target Corporation
TGT
Shares Held
3K
Value
$294.58K
