Stock Taper

SOUND VIEW WEALTH ADVISORS GROUP, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Otis Worldwide CorporationOTIS3K$215.01K
SempraSRE2.92K$270.25K
STMicroelectronics N.V.STM2.9K$217.55K
Novartis AGNVS2.83K$443.2K
Capital One Financial CorporationCOF2.78K$558.17K
Palantir Technologies Inc.PLTR2.78K$324.58K
Pinnacle Financial Partners, Inc.PNFP2.68K$270.06K
Regeneron Pharmaceuticals, Inc.REGN2.56K$1.59M
CRH plcCRH2.51K$268.25K
Phillips 66PSX2.47K$416.88K
Genuine Parts CompanyGPC2.45K$289.05K
Intuitive Surgical, Inc.ISRG2.44K$971.94K
Darden Restaurants, Inc.DRI2.31K$475.68K
The Travelers Companies, Inc.TRV2.22K$734.19K
Agnico Eagle Mines LimitedAEM2.09K$324.22K
Marriott International, Inc.MAR2.08K$771.94K
Rocket Lab USA, Inc.RKLB2.08K$211.23K
Chubb LimitedCB2.07K$705.03K
IQVIA Holdings Inc.IQV2.04K$393.78K
Air Products and Chemicals, Inc.APD2.02K$591.77K