Stock Taper

SOUND VIEW WEALTH ADVISORS GROUP, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Vertiv Holdings CoVRT9.51K$3.18M
Aeva Technologies, Inc.AEVA9.68K$278.12K
Paychex, Inc.PAYX9.73K$956.55K
Caterpillar Inc.CAT9.74K$10.37M
Realty Income CorporationO9.76K$604.88K
Workday, Inc.WDAY9.9K$1.21M
Stryker CorporationSYK10.09K$3.18M
The Walt Disney CompanyDIS10.41K$1M
Lowe's Companies, Inc.LOW10.55K$2.33M
Ares Capital CorporationARCC10.69K$198.05K
Seagate Technology Holdings plcSTX10.89K$10.51M
Carnival Corporation & plcCCL11.05K$315.62K
Marvell Technology, Inc.MRVL11.45K$3.41M
Stellantis N.V.STLA11.65K$66.88K
TPG Inc.TPG11.81K$479.09K
Slb N.V.SLB11.88K$552.1K
Palo Alto Networks, Inc.PANW11.98K$4.09M
American Express CompanyAXP12.06K$4.08M
Meta Platforms, Inc.META12.54K$7.06M
General Dynamics CorporationGD12.58K$4.46M