Sound View Wealth Advisors Group, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1784777
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.5B
Holdings
422
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Sound View Wealth Advisors Group, LLC disclosed 422 positions worth $1.5B in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 4.7% of the equity portfolio. During the quarter the fund opened 15 new positions and exited 13 and a full exit from $CCC. The portfolio is most concentrated in Other (47.1% of disclosed assets). All figures are sourced directly from Sound View Wealth Advisors Group, LLC’s Form 13F-HR filing with the SEC under CIK 1784777.
AI Fund Analysis
Stable
$AAPL4.7% weight
Held 9 quarters
ISHARES TR
3.4% weight
Held 9 quarters
ISHARES TR
3.3% weight
Held 9 quarters
ISHARES TR
2.8% weight
Held 9 quarters
$NVDA2.7% weight
Held 9 quarters
ISHARES TR
8 quarters accumulating
ISHARES TR
8 quarters accumulating
ISHARES TR
8 quarters accumulating
ISHARES TR
8 quarters accumulating
ISHARES TR
8 quarters accumulating
Sector Allocation
OtherTechnologyHealthcareFinancialsIndustrialsConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$69.7M274,762 sh ISHARES TR
—Quality
$49.7M2,048,974 shISHARES TR
—Quality
$48.0M1,981,257 shISHARES TR
—Quality
$41.1M1,766,350 sh- 90.2
Quality
$39.8M227,962 sh ISHARES TR
—Quality
$39.6M1,562,572 shISHARES TR
—Quality
$38.2M1,746,344 sh- 83.7
Quality
$34.8M94,047 sh FIRST TR EXCHNG TRADED FD VI
—Quality
$29.8M883,125 shISHARES TR
—Quality
$24.8M1,182,844 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $69.7M | 274,762 |
| ISHARES TR | — | $49.7M | 2,048,974 |
| ISHARES TR | — | $48.0M | 1,981,257 |
| ISHARES TR | — | $41.1M | 1,766,350 |
| NVIDIA CORP$NVDA | 90.2 | $39.8M | 227,962 |
| ISHARES TR | — | $39.6M | 1,562,572 |
| ISHARES TR | — | $38.2M | 1,746,344 |
 MICROSOFT CORP$MSFT | 83.7 | $34.8M | 94,047 |
| FIRST TR EXCHNG TRADED FD VI | — | $29.8M | 883,125 |
| ISHARES TR | — | $24.8M | 1,182,844 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Sound View Wealth Advisors Group, LLC's 422 positions.
Showing top 10 of 422 holdings.
Sector Allocation
Other
$692.1M
Technology
$259.0M
Healthcare
$117.8M
Financials
$117.5M
Industrials
$71.9M
Consumer Discretionary
$66.4M
Consumer Staples
$43.8M
Energy
$41.6M
Full Holdings — Sound View Wealth Advisors Group, LLC (Q1 2026)
All 422 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $69.7M | 4.7% | -2% | 76.1 |
| 2 | — | ISHARES TR | $49.7M | 3.4% | +3% | — |
| 3 | — | ISHARES TR | $48.0M | 3.3% | -2% | — |
| 4 | — | ISHARES TR | $41.1M | 2.8% | +9% | — |
| 5 | $NVDA | NVIDIA CORP | $39.8M | 2.7% | -0% | 90.2 |
| 6 | — | ISHARES TR | $39.6M | 2.7% | +8% | — |
| 7 | — | ISHARES TR | $38.2M | 2.6% | +18% | — |
| 8 | $MSFT | MICROSOFT CORP | $34.8M | 2.4% | +1% | 83.7 |
| 9 | — | FIRST TR EXCHNG TRADED FD VI | $29.8M | 2.0% | -1% | — |
| 10 | — | ISHARES TR | $24.8M | 1.7% | +6% | — |
| 11 | — | SCHWAB STRATEGIC TR | $23.5M | 1.6% | -4% | — |
| 12 | — | VANGUARD INDEX FDS | $23.2M | 1.6% | -0% | — |
| 13 | — | ISHARES TR | $22.9M | 1.6% | +6% | — |
| 14 | — | VANGUARD INDEX FDS | $22.6M | 1.5% | -7% | — |
| 15 |  $LLY | ELI LILLY & Co | $20.6M | 1.4% | -1% | 89.3 |
| 16 |  $JPM | JPMORGAN CHASE & CO | $19.0M | 1.3% | -1% | 35.6 |
| 17 | — | VANGUARD SPECIALIZED FUNDS | $18.8M | 1.3% | -1% | — |
| 18 |  $AMZN | AMAZON COM INC | $18.5M | 1.3% | +0% | 74.6 |
| 19 | — | VANGUARD WORLD FD | $17.5M | 1.2% | -1% | — |
| 20 |  $AVGO | Broadcom Inc. | $17.0M | 1.2% | -1% | 86.4 |
| 21 |  $GOOGL | Alphabet Inc. | $16.7M | 1.1% | -2% | 80.2 |
| 22 |  $JNJ | JOHNSON & JOHNSON | $16.6M | 1.1% | -1% | 72.8 |
| 23 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $16.3M | 1.1% | -0% | — |
| 24 | — | SCHWAB STRATEGIC TR | $16.0M | 1.1% | -5% | — |
| 25 |  $BMY | BRISTOL MYERS SQUIBB CO | $14.8M | 1.0% | -6% | 70.1 |
| 26 |  $IVZ | Invesco Ltd. | $14.6M | 1.0% | -1% | — |
| 27 |  $GOOG | Alphabet Inc. | $14.1M | 1.0% | -1% | 80.2 |
| 28 |  $SPY | SPDR S&P 500 ETF TRUST | $13.1M | 0.9% | -0% | — |
| 29 |  $TSLA | Tesla, Inc. | $13.0M | 0.9% | -1% | 50.1 |
| 30 |  $WMT | Walmart Inc. | $11.9M | 0.8% | -4% | 63.2 |
| 31 | — | SELECT SECTOR SPDR TR | $11.8M | 0.8% | -1% | — |
| 32 |  $HD | HOME DEPOT, INC. | $11.6M | 0.8% | +1% | 69.2 |
| 33 |  $ABBV | AbbVie Inc. | $11.5M | 0.8% | +1% | 59.3 |
| 34 | — | STATE STR SPDR DOW JONES IND | $11.5M | 0.8% | -1% | — |
| 35 |  $XOM | EXXON MOBIL CORP | $11.4M | 0.8% | -1% | 61.8 |
| 36 |  $PG | PROCTER & GAMBLE Co | $11.3M | 0.8% | -2% | 72.9 |
| 37 | — | ISHARES TR | $11.3M | 0.8% | -1% | — |
| 38 | — | CAPITAL GROUP INTERNATIONAL | $10.9M | 0.7% | +64% | — |
| 39 |  $AMGN | AMGEN INC | $10.2M | 0.7% | -0% | 79.5 |
| 40 | — | ISHARES TR | $9.9M | 0.7% | -4% | — |
| 41 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $9.1M | 0.6% | -1% | 66.4 |
| 42 | — | ISHARES TR | $9.1M | 0.6% | +0% | — |
| 43 |  $BRK.B | BERKSHIRE HATHAWAY INC | $9.0M | 0.6% | -0% | 64.5 |
| 44 | — | VANGUARD WHITEHALL FDS | $9.0M | 0.6% | -1% | — |
| 45 |  $SO | SOUTHERN CO | $8.7M | 0.6% | -0% | 65.1 |
| 46 | — | GLOBAL X FDS | $8.6M | 0.6% | -4% | — |
| 47 |  $RTX | RTX Corp | $8.5M | 0.6% | -2% | 70 |
| 48 |  $KO | COCA COLA CO | $8.0M | 0.5% | -6% | 74 |
| 49 |  $MRK | Merck & Co., Inc. | $7.8M | 0.5% | +0% | 70.9 |
| 50 | — | SCHWAB STRATEGIC TR | $7.7M | 0.5% | +3% | — |
| 51 |  $GLD | SPDR GOLD TRUST | $7.6M | 0.5% | +8% | — |
| 52 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $7.5M | 0.5% | -1% | 66.7 |
| 53 |  $CVX | CHEVRON CORP | $7.4M | 0.5% | +5% | 54.7 |
| 54 |  $META | Meta Platforms, Inc. | $7.2M | 0.5% | +0% | 80.9 |
| 55 | — | SELECT SECTOR SPDR TR | $7.1M | 0.5% | -1% | — |
| 56 |  $CAT | CATERPILLAR INC | $7.0M | 0.5% | -1% | 67.8 |
| 57 |  $MCD | MCDONALDS CORP | $6.9M | 0.5% | -2% | 73.9 |
| 58 |  $PM | Philip Morris International Inc. | $6.7M | 0.5% | +1% | 80.5 |
| 59 |  $AFL | AFLAC INC | $6.5M | 0.4% | -0% | 60.3 |
| 60 |  $PEP | PEPSICO INC | $6.5M | 0.4% | -0% | 62.7 |
| 61 | — | VANGUARD BD INDEX FDS | $6.3M | 0.4% | +0% | — |
| 62 |  $V | VISA INC. | $6.3M | 0.4% | -4% | 83.5 |
| 63 | — | ISHARES TR | $5.8M | 0.4% | +6% | — |
| 64 | — | SELECT SECTOR SPDR TR | $5.8M | 0.4% | -0% | — |
| 65 |  $COST | COSTCO WHOLESALE CORP /NEW | $5.8M | 0.4% | +1% | 67 |
| 66 | — | ISHARES TR | $5.5M | 0.4% | -1% | — |
| 67 | — | VANGUARD INDEX FDS | $5.3M | 0.4% | -1% | — |
| 68 | — | ISHARES TR | $5.3M | 0.4% | -0% | — |
| 69 |  $FITB | FIFTH THIRD BANCORP | $5.2M | 0.4% | +0% | — |
| 70 |  $EMR | EMERSON ELECTRIC CO | $5.2M | 0.3% | -1% | 65.9 |
| 71 | — | ISHARES TR | $5.0M | 0.3% | +8% | — |
| 72 | — | SELECT SECTOR SPDR TR | $4.6M | 0.3% | -4% | — |
| 73 |  $MO | ALTRIA GROUP, INC. | $4.6M | 0.3% | +0% | 72.1 |
| 74 | — | ISHARES TR | $4.6M | 0.3% | +3% | — |
| 75 | — | ISHARES TR | $4.6M | 0.3% | +3% | — |
| 76 |  $AZN | ASTRAZENECA PLC | $4.5M | 0.3% | -51% | — |
| 77 |  $STX | Seagate Technology Holdings plc | $4.4M | 0.3% | -7% | — |
| 78 |  $GD | GENERAL DYNAMICS CORP | $4.4M | 0.3% | -3% | 73 |
| 79 |  $LRCX | LAM RESEARCH CORP | $4.3M | 0.3% | +2% | 82.4 |
| 80 |  $KMI | KINDER MORGAN, INC. | $4.3M | 0.3% | +1% | 74.6 |
| 81 |  $NEE | NEXTERA ENERGY INC | $4.2M | 0.3% | -2% | 71.7 |
| 82 |  $ED | CONSOLIDATED EDISON INC | $4.2M | 0.3% | +1% | 71.6 |
| 83 | — | ISHARES TR | $4.1M | 0.3% | +10% | — |
| 84 |  $GILD | GILEAD SCIENCES, INC. | $4.0M | 0.3% | -3% | 77.8 |
| 85 |  $TXN | TEXAS INSTRUMENTS INC | $4.0M | 0.3% | -0% | 70.4 |
| 86 |  $AXP | AMERICAN EXPRESS CO | $3.9M | 0.3% | -1% | 73.2 |
| 87 | — | VANGUARD INDEX FDS | $3.9M | 0.3% | -1% | — |
| 88 |  $TJX | TJX COMPANIES INC /DE/ | $3.8M | 0.3% | +0% | 70.7 |
| 89 | — | VANGUARD WORLD FD | $3.6M | 0.3% | -2% | — |
| 90 | — | ISHARES TR | $3.6M | 0.2% | -1% | — |
| 91 |  $CSCO | CISCO SYSTEMS, INC. | $3.5M | 0.2% | -4% | 72.3 |
| 92 |  $WMB | WILLIAMS COMPANIES, INC. | $3.5M | 0.2% | -1% | 72.8 |
| 93 |  $PGR | PROGRESSIVE CORP/OH/ | $3.5M | 0.2% | +6% | 83.6 |
| 94 |  $BAC | BANK OF AMERICA CORP /DE/ | $3.4M | 0.2% | -0% | 68.4 |
| 95 |  $ORCL | ORACLE CORP | $3.4M | 0.2% | -3% | 67.2 |
| 96 |  $SLV | iShares Silver Trust | $3.4M | 0.2% | -9% | — |
| 97 |  $SYK | STRYKER CORP | $3.2M | 0.2% | +1% | 69.8 |
| 98 | — | VANGUARD WHITEHALL FDS | $3.2M | 0.2% | +1% | — |
| 99 |  $DLR | DIGITAL REALTY TRUST, INC. | $3.2M | 0.2% | +0% | 70.2 |
| 100 |  $WELL | WELLTOWER INC. | $3.2M | 0.2% | -1% | 75.7 |
| 101 |  $WRB | BERKLEY W R CORP | $3.1M | 0.2% | -0% | 71.8 |
| 102 |  $MDT | Medtronic plc | $3.0M | 0.2% | +1% | — |
| 103 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $2.9M | 0.2% | -1% | 75.4 |
| 104 |  $QCOM | QUALCOMM INC/DE | $2.9M | 0.2% | -0% | 81.9 |
| 105 | — | ISHARES TR | $2.9M | 0.2% | -10% | — |
| 106 |  $DUK | Duke Energy CORP | $2.9M | 0.2% | -0% | 64 |
| 107 |  $MU | MICRON TECHNOLOGY INC | $2.8M | 0.2% | -6% | 88.4 |
| 108 |  $WFC | WELLS FARGO & COMPANY/MN | $2.8M | 0.2% | +3% | — |
| 109 |  $LOW | LOWES COMPANIES INC | $2.8M | 0.2% | -7% | 63.5 |
| 110 |  $XEL | XCEL ENERGY INC | $2.8M | 0.2% | +1% | — |
| 111 |  $WCN | Waste Connections, Inc. | $2.7M | 0.2% | +3% | — |
| 112 |  $HCA | HCA Healthcare, Inc. | $2.6M | 0.2% | -2% | 70.5 |
| 113 |  $Z | ZILLOW GROUP, INC. | $2.6M | 0.2% | -6% | 57.3 |
| 114 | — | VANGUARD INDEX FDS | $2.6M | 0.2% | +3% | — |
| 115 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $2.5M | 0.2% | +3% | 63.7 |
| 116 |  $IAU | ISHARES GOLD TRUST | $2.5M | 0.2% | +0% | — |
| 117 | — | ISHARES TR | $2.4M | 0.2% | +0% | — |
| 118 |  $VRT | Vertiv Holdings Co | $2.3M | 0.2% | -7% | 82.7 |
| 119 |  $ITW | ILLINOIS TOOL WORKS INC | $2.3M | 0.2% | -2% | 71.2 |
| 120 |  $ABT | ABBOTT LABORATORIES | $2.3M | 0.2% | -6% | 67 |
| 121 |  $VZ | VERIZON COMMUNICATIONS INC | $2.3M | 0.2% | -1% | 71.6 |
| 122 |  $DE | DEERE & CO | $2.2M | 0.1% | +0% | 57.4 |
| 123 |  $DNP | DNP SELECT INCOME FUND INC | $2.2M | 0.1% | +0% | — |
| 124 |  $KMB | KIMBERLY CLARK CORP | $2.2M | 0.1% | -8% | 61.7 |
| 125 | — | VANGUARD INDEX FDS | $2.2M | 0.1% | -4% | — |
| 126 | — | PROSHARES TR | $2.1M | 0.1% | -1% | — |
| 127 |  $LMT | LOCKHEED MARTIN CORP | $2.1M | 0.1% | -1% | 65 |
| 128 | — | VANGUARD ADMIRAL FDS INC | $2.0M | 0.1% | +2% | — |
| 129 | — | ISHARES TR | $2.0M | 0.1% | +4% | — |
| 130 |  $IBKR | Interactive Brokers Group, Inc. | $1.9M | 0.1% | -1% | 75.5 |
| 131 | — | ISHARES TR | $1.9M | 0.1% | -7% | — |
| 132 |  $PANW | Palo Alto Networks Inc | $1.9M | 0.1% | +14% | 66.5 |
| 133 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $1.9M | 0.1% | +1% | 75.1 |
| 134 |  $EQIX | EQUINIX INC | $1.9M | 0.1% | +37% | 61.4 |
| 135 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.9M | 0.1% | -5% | 77.9 |
| 136 |  $WM | WASTE MANAGEMENT INC | $1.8M | 0.1% | +1% | 70.7 |
| 137 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $1.7M | 0.1% | -0% | 76.6 |
| 138 | — | ISHARES TR | $1.7M | 0.1% | +0% | — |
| 139 |  $AMAT | APPLIED MATERIALS INC /DE | $1.7M | 0.1% | +2% | 74.8 |
| 140 |  $JAZZ | Jazz Pharmaceuticals plc | $1.7M | 0.1% | +1% | — |
| 141 | — | ISHARES TR | $1.7M | 0.1% | -6% | — |
| 142 |  $ZG | ZILLOW GROUP, INC. | $1.6M | 0.1% | +0% | 57.3 |
| 143 |  $AMD | ADVANCED MICRO DEVICES INC | $1.6M | 0.1% | +1% | 78.8 |
| 144 |  $MRVL | Marvell Technology, Inc. | $1.6M | 0.1% | +3% | 77.3 |
| 145 |  $HON | HONEYWELL INTERNATIONAL INC | $1.6M | 0.1% | -0% | 65.7 |
| 146 |  $MDLZ | Mondelez International, Inc. | $1.6M | 0.1% | -5% | 53.9 |
| 147 | — | J P MORGAN EXCHANGE TRADED F | $1.6M | 0.1% | +22% | — |
| 148 | — | ISHARES TR | $1.6M | 0.1% | -0% | — |
| 149 | — | ISHARES TR | $1.5M | 0.1% | -0% | — |
| 150 |  $PFE | PFIZER INC | $1.5M | 0.1% | -8% | 69 |
| 151 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.4M | 0.1% | +0% | 64.5 |
| 152 |  $NFLX | NETFLIX INC | $1.4M | 0.1% | -13% | 86.7 |
| 153 | — | PROFESIONALLY MANAGED PORTFO | $1.4M | 0.1% | +0% | — |
| 154 | — | INNOVATOR ETFS TRUST | $1.4M | 0.1% | -5% | — |
| 155 |  $INTC | INTEL CORP | $1.4M | 0.1% | +9% | 41.5 |
| 156 |  $NSC | NORFOLK SOUTHERN CORP | $1.4M | 0.1% | -1% | 70.8 |
| 157 |  $GIS | GENERAL MILLS INC | $1.4M | 0.1% | +1% | 64.1 |
| 158 |  $GS | GOLDMAN SACHS GROUP INC | $1.3M | 0.1% | +0% | — |
| 159 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $1.3M | 0.1% | +3% | 60.5 |
| 160 |  $BLK | BlackRock, Inc. | $1.3M | 0.1% | -1% | 70.3 |
| 161 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.3M | 0.1% | -10% | — |
| 162 |  $FCX | FREEPORT-MCMORAN INC | $1.3M | 0.1% | -2% | 73.1 |
| 163 | — | ISHARES TR | $1.3M | 0.1% | -2% | — |
| 164 |  $UNH | UNITEDHEALTH GROUP INC | $1.3M | 0.1% | -4% | 66.8 |
| 165 |  $ETN | Eaton Corp plc | $1.3M | 0.1% | -0% | — |
| 166 |  $WDAY | Workday, Inc. | $1.3M | 0.1% | +19% | 74.2 |
| 167 | — | FIRST TR EXCHANGE TRADED FD | $1.2M | 0.1% | +12% | — |
| 168 | — | VANGUARD WORLD FD | $1.2M | 0.1% | -2% | — |
| 169 | — | RBB FD INC | $1.2M | 0.1% | -1% | — |
| 170 | — | VANGUARD INTL EQUITY INDEX F | $1.2M | 0.1% | +1% | — |
| 171 |  $SHOP | SHOPIFY INC. | $1.2M | 0.1% | +18% | — |
| 172 |  $NXPI | NXP Semiconductors N.V. | $1.2M | 0.1% | -1% | — |
| 173 |  $DIS | Walt Disney Co | $1.2M | 0.1% | +4% | 68.9 |
| 174 | — | VANECK ETF TRUST | $1.2M | 0.1% | -2% | — |
| 175 |  $ISRG | INTUITIVE SURGICAL INC | $1.1M | 0.1% | -6% | 81.4 |
| 176 |  $GE | GENERAL ELECTRIC CO | $1.1M | 0.1% | +2% | 74.8 |
| 177 |  $ZTS | Zoetis Inc. | $1.1M | 0.1% | +1% | 72.6 |
| 178 |  $FIX | COMFORT SYSTEMS USA INC | $1.1M | 0.1% | +1% | 79.5 |
| 179 | — | VANGUARD TAX-MANAGED FDS | $1.1M | 0.1% | +11% | — |
| 180 |  $CSX | CSX CORP | $1.1M | 0.1% | -1% | 66.4 |
| 181 |  $KLAC | KLA CORP | $1.1M | 0.1% | -7% | 84.4 |
| 182 | — | PACER FDS TR | $1.1M | 0.1% | -27% | — |
| 183 |  $CRM | Salesforce, Inc. | $1.1M | 0.1% | -4% | 75.2 |
| 184 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $1.1M | 0.1% | -1% | 74.6 |
| 185 | — | ISHARES TR | $1.1M | 0.1% | +7% | — |
| 186 | — | ISHARES TR | $1.1M | 0.1% | +0% | — |
| 187 | — | INNOVATOR ETFS TRUST | $1.0M | 0.1% | -5% | — |
| 188 |  $PAYX | PAYCHEX INC | $1.0M | 0.1% | +10% | 75.1 |
| 189 |  $EFX | EQUIFAX INC | $1.0M | 0.1% | -3% | 69.4 |
| 190 | — | ISHARES TR | $1.0M | 0.1% | +6% | — |
| 191 | — | FIRST TR EXCHANGE-TRADED FD | $969,848 | 0.1% | +2% | — |
| 192 | — | ISHARES TR | $962,008 | 0.1% | +384% | — |
| 193 | — | ISHARES TR | $956,788 | 0.1% | -1% | — |
| 194 | — | ISHARES TR | $953,698 | 0.1% | +0% | — |
| 195 |  $MS | MORGAN STANLEY | $952,367 | 0.1% | -3% | — |
| 196 | — | ISHARES TR | $950,138 | 0.1% | -0% | — |
| 197 |  $BYRN | Byrna Technologies Inc. | $940,564 | 0.1% | -0% | 53.8 |
| 198 |  $ASML | ASML HOLDING NV | $929,864 | 0.1% | -5% | — |
| 199 |  $BX | Blackstone Inc. | $924,133 | 0.1% | +4% | 68 |
| 200 |  $PHYS | Sprott Physical Gold Trust | $920,569 | 0.1% | +0% | — |
| 201 |  $UNP | UNION PACIFIC CORP | $917,831 | 0.1% | -4% | 74 |
| 202 |  $IBIT | iShares Bitcoin Trust ETF | $917,684 | 0.1% | +5% | — |
| 203 |  $WEC | WEC ENERGY GROUP, INC. | $900,343 | 0.1% | -3% | 67 |
| 204 |  $C | CITIGROUP INC | $897,813 | 0.1% | -1% | 54.8 |
| 205 |  $ET | Energy Transfer LP | $893,265 | 0.1% | -1% | 64.5 |
| 206 |  $PRK | PARK NATIONAL CORP /OH/ | $881,486 | 0.1% | +0% | 39.6 |
| 207 |  $GEV | GE Vernova Inc. | $878,137 | 0.1% | -3% | 70.1 |
| 208 |  $HSY | HERSHEY CO | $847,819 | 0.1% | -5% | 59.4 |
| 209 | — | SELECT SECTOR SPDR TR | $843,184 | 0.1% | +0% | — |
| 210 |  $COP | CONOCOPHILLIPS | $843,084 | 0.1% | -0% | 74.8 |
| 211 |  $MMM | 3M CO | $838,769 | 0.1% | +0% | 60.7 |
| 212 |  $GLW | CORNING INC /NY | $833,904 | 0.1% | -3% | 72.7 |
| 213 | — | DIMENSIONAL ETF TRUST | $832,058 | 0.1% | +0% | — |
| 214 | — | VANGUARD INTL EQUITY INDEX F | $827,697 | 0.1% | -11% | — |
| 215 | — | ISHARES TR | $818,599 | 0.1% | +0% | — |
| 216 | — | ISHARES TR | $807,243 | 0.1% | +3% | — |
| 217 |  $CCZ | COMCAST CORP | $788,463 | 0.1% | -15% | 70.4 |
| 218 |  $CL | COLGATE PALMOLIVE CO | $785,480 | 0.1% | -9% | 72.4 |
| 219 |  $APD | Air Products & Chemicals, Inc. | $782,126 | 0.1% | -15% | 41.2 |
| 220 |  $MA | Mastercard Inc | $768,922 | 0.1% | +2% | 81.7 |
| 221 |  $SLB | SLB LIMITED/NV | $767,221 | 0.1% | -4% | 63.2 |
| 222 | — | ISHARES TR | $752,816 | 0.1% | -7% | — |
| 223 | — | BLACKROCK ETF TRUST | $752,503 | 0.1% | -0% | — |
| 224 | — | ISHARES TR | $745,608 | 0.1% | +0% | — |
| 225 | — | ISHARES TR | $745,173 | 0.1% | +0% | — |
| 226 |  $DASH | DoorDash, Inc. | $730,630 | 0.1% | +5% | 70.6 |
| 227 |  $MCO | MOODYS CORP /DE/ | $726,356 | 0.1% | -4% | 81.3 |
| 228 | — | ISHARES TR | $725,508 | 0.1% | +0% | — |
| 229 |  $KNSA | Kiniksa Pharmaceuticals International, plc | $724,658 | 0.1% | +2% | — |
| 230 | — | ISHARES TR | $724,319 | 0.1% | -1% | — |
| 231 |  $CME | CME GROUP INC. | $721,372 | 0.1% | +10% | 74.5 |
| 232 |  $SPG | SIMON PROPERTY GROUP INC. | $714,182 | 0.1% | +3% | 76.9 |
| 233 |  $NBIX | NEUROCRINE BIOSCIENCES INC | $713,240 | 0.1% | +3% | 75.4 |
| 234 | — | VANGUARD ADMIRAL FDS INC | $711,070 | 0.1% | -0% | — |
| 235 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $709,587 | 0.1% | +0% | 70.9 |
| 236 |  $NOW | ServiceNow, Inc. | $702,785 | 0.1% | -2% | 76 |
| 237 | — | VICTORY PORTFOLIOS II | $702,665 | 0.1% | +4% | — |
| 238 |  $DHR | DANAHER CORP /DE/ | $697,538 | 0.1% | -8% | 63.9 |
| 239 |  $LIN | LINDE PLC | $688,115 | 0.1% | -1% | — |
| 240 |  $T | AT&T INC. | $688,058 | 0.1% | -2% | 71.9 |
| 241 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $681,287 | 0.1% | +0% | 65.9 |
| 242 |  $TFC | TRUIST FINANCIAL CORP | $678,413 | 0.1% | +0% | — |
| 243 |  $CW | CURTISS WRIGHT CORP | $678,396 | 0.1% | -0% | 70.7 |
| 244 | — | DIMENSIONAL ETF TRUST | $676,765 | 0.1% | +0% | — |
| 245 |  $RACE | Ferrari N.V. | $666,408 | 0.1% | -10% | — |
| 246 |  $FSS | FEDERAL SIGNAL CORP /DE/ | $663,006 | 0.1% | +0% | 71.8 |
| 247 |  $CB | Chubb Ltd | $658,738 | 0.0% | -0% | — |
| 248 |  $TRV | TRAVELERS COMPANIES, INC. | $647,238 | 0.0% | -1% | 71.5 |
| 249 | — | FIDELITY COVINGTON TRUST | $639,130 | 0.0% | +0% | — |
| 250 | — | ISHARES TR | $635,912 | 0.0% | +0% | — |
| 251 |  $GPN | GLOBAL PAYMENTS INC | $629,053 | 0.0% | +0% | 42.9 |
| 252 |  $USB | US BANCORP DE | $617,463 | 0.0% | +2% | 71.4 |
| 253 | — | ISHARES TR | $617,446 | 0.0% | +6% | — |
| 254 | — | ISHARES TR | $606,022 | 0.0% | +0% | — |
| 255 |  $COF | CAPITAL ONE FINANCIAL CORP | $603,841 | 0.0% | +28% | 71 |
| 256 |  $AON | Aon plc | $602,307 | 0.0% | -4% | — |
| 257 |  $FDX | FEDEX CORP | $593,353 | 0.0% | +13% | 60.3 |
| 258 |  $USLM | UNITED STATES LIME & MINERALS INC | $587,745 | 0.0% | +0% | 73.3 |
| 259 |  $GLDM | World Gold Trust | $565,872 | 0.0% | +0% | — |
| 260 |  $CRWD | CrowdStrike Holdings, Inc. | $545,793 | 0.0% | -3% | 55 |
| 261 |  $UTG | REAVES UTILITY INCOME FUND | $540,059 | 0.0% | +0% | — |
| 262 |  $CARR | CARRIER GLOBAL Corp | $539,194 | 0.0% | -5% | 61.5 |
| 263 |  $PPL | PPL Corp | $537,550 | 0.0% | -7% | 70.3 |
| 264 |  $WWD | Woodward, Inc. | $536,164 | 0.0% | +0% | 70.2 |
| 265 |  $BTI | British American Tobacco p.l.c. | $533,480 | 0.0% | +11% | — |
| 266 |  $O | REALTY INCOME CORP | $519,699 | 0.0% | +6% | 74.6 |
| 267 |  $TGT | TARGET CORP | $507,664 | 0.0% | -6% | 53.1 |
| 268 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $504,157 | 0.0% | -4% | — |
| 269 |  $CMI | CUMMINS INC | $501,157 | 0.0% | -5% | 58.9 |
| 270 | — | VANGUARD WORLD FD | $488,373 | 0.0% | +20% | — |
| 271 |  $HAS | HASBRO, INC. | $486,552 | 0.0% | -0% | 43.1 |
| 272 |  $TPG | TPG Inc. | $479,237 | 0.0% | +2% | 67.6 |
| 273 | — | ISHARES TR | $477,117 | 0.0% | +0% | — |
| 274 | — | GLOBAL X FDS | $475,124 | 0.0% | +29% | — |
| 275 |  $TRGP | Targa Resources Corp. | $466,859 | 0.0% | -1% | 70 |
| 276 | — | ISHARES TR | $466,309 | 0.0% | +0% | — |
| 277 |  $PSX | Phillips 66 | $462,919 | 0.0% | -5% | 47.6 |
| 278 |  $DEO | DIAGEO PLC | $461,330 | 0.0% | -15% | — |
| 279 |  $LNC | LINCOLN NATIONAL CORP | $456,885 | 0.0% | +5% | 50.8 |
| 280 | — | VANGUARD STAR FDS | $455,180 | 0.0% | +18% | — |
| 281 | — | VANECK ETF TRUST | $454,401 | 0.0% | -5% | — |
| 282 | — | NUSHARES ETF TR | $453,173 | 0.0% | +0% | — |
| 283 |  $DRI | DARDEN RESTAURANTS INC | $452,656 | 0.0% | -1% | 68.6 |
| 284 | — | ISHARES TR | $452,033 | 0.0% | -0% | — |
| 285 |  $OKE | ONEOK INC /NEW/ | $445,713 | 0.0% | -17% | 72 |
| 286 | — | SELECT SECTOR SPDR TR | $445,367 | 0.0% | -8% | — |
| 287 |  $AZO | AUTOZONE INC | $442,489 | 0.0% | -2% | 66.5 |
| 288 | — | INNOVATOR ETFS TRUST | $441,021 | 0.0% | +0% | — |
| 289 |  $DDOG | Datadog, Inc. | $433,007 | 0.0% | +44% | 62.9 |
| 290 |  $NVS | NOVARTIS AG | $431,977 | 0.0% | +0% | — |
| 291 | — | INNOVATOR ETFS TRUST | $431,821 | 0.0% | -3% | — |
| 292 |  $RSG | REPUBLIC SERVICES, INC. | $430,155 | 0.0% | -0% | 72 |
| 293 |  $ACN | Accenture plc | $429,496 | 0.0% | +13% | — |
| 294 | — | INNOVATOR ETFS TRUST | $429,080 | 0.0% | -1% | — |
| 295 |  $BMRN | BIOMARIN PHARMACEUTICAL INC | $424,579 | 0.0% | +3% | 74.1 |
| 296 |  $AEM | AGNICO EAGLE MINES LTD | $424,228 | 0.0% | +0% | — |
| 297 |  $__PARK_1390777 | Bank of New York Mellon Corp | $423,628 | 0.0% | -0% | 36.7 |
| 298 | — | PGIM ETF TR | $415,800 | 0.0% | NEW | — |
| 299 |  $KRYS | Krystal Biotech, Inc. | $411,762 | 0.0% | +1% | 75.9 |
| 300 | — | PROSHARES TR | $408,537 | 0.0% | +0% | — |
| 301 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $408,515 | 0.0% | -1% | 60.7 |
| 302 |  $MCK | MCKESSON CORP | $404,123 | 0.0% | +15% | 63.7 |
| 303 |  $SLF | SUN LIFE FINANCIAL INC | $402,949 | 0.0% | +0% | — |
| 304 |  $TER | TERADYNE, INC | $401,373 | 0.0% | +0% | 74.6 |
| 305 | — | VANGUARD SCOTTSDALE FDS | $388,170 | 0.0% | +0% | — |
| 306 |  $ICE | Intercontinental Exchange, Inc. | $385,493 | 0.0% | -7% | 73.8 |
| 307 |  $SIRI | SIRIUS XM HOLDINGS INC. | $385,113 | 0.0% | +0% | 37.7 |
| 308 |  $MET | METLIFE INC | $382,878 | 0.0% | -4% | 73.9 |
| 309 |  $ALL | ALLSTATE CORP | $376,737 | 0.0% | -3% | 76.6 |
| 310 |  $CAH | CARDINAL HEALTH INC | $374,441 | 0.0% | -17% | 58.6 |
| 311 |  $EW | Edwards Lifesciences Corp | $373,573 | 0.0% | -0% | 67.6 |
| 312 | — | ISHARES INC | $373,089 | 0.0% | -35% | — |
| 313 |  $BDX | BECTON DICKINSON & CO | $371,665 | 0.0% | -6% | 50.7 |
| 314 |  $VLO | VALERO ENERGY CORP/TX | $368,613 | 0.0% | +0% | 51.4 |
| 315 |  $SCHW | SCHWAB CHARLES CORP | $366,928 | 0.0% | +11% | 77.2 |
| 316 |  $CCL | Carnival Corp Ltd. | $363,334 | 0.0% | +0% | — |
| 317 |  $F | FORD MOTOR CO | $361,166 | 0.0% | -14% | 58.5 |
| 318 | — | VANGUARD INDEX FDS | $360,584 | 0.0% | +0% | — |
| 319 | — | SELECT SECTOR SPDR TR | $357,405 | 0.0% | -19% | — |
| 320 | — | ISHARES TR | $353,482 | 0.0% | +2% | — |
| 321 |  $YUM | YUM BRANDS INC | $352,007 | 0.0% | +0% | 71.7 |
| 322 | — | ISHARES TR | $349,895 | 0.0% | +0% | — |
| 323 |  $CI | Cigna Group | $348,115 | 0.0% | -2% | 66.8 |
| 324 |  $SJM | J M SMUCKER Co | $344,869 | 0.0% | +12% | 46.4 |
| 325 | $IVZ | Invesco Ltd. | $344,228 | 0.0% | +0% | — |
| 326 | $IVZ | Invesco Ltd. | $343,074 | 0.0% | +35% | — |
| 327 | — | VANGUARD SCOTTSDALE FDS | $340,385 | 0.0% | -12% | — |
| 328 |  $SYY | SYSCO CORP | $339,724 | 0.0% | -10% | 58.4 |
| 329 |  $PLTR | Palantir Technologies Inc. | $338,346 | 0.0% | -0% | 85.8 |
| 330 |  $UL | UNILEVER PLC | $333,901 | 0.0% | -13% | — |
| 331 |  $TD | TORONTO DOMINION BANK | $327,798 | 0.0% | -0% | — |
| 332 | — | ISHARES TR | $324,655 | 0.0% | -1% | — |
| 333 |  $VMC | Vulcan Materials CO | $323,220 | 0.0% | -1% | 66.6 |
| 334 | — | ISHARES TR | $321,060 | 0.0% | +0% | — |
| 335 |  $MTB | M&T BANK CORP | $317,315 | 0.0% | -0% | 64.1 |
| 336 |  $MPC | Marathon Petroleum Corp | $316,946 | 0.0% | -0% | 50.7 |
| 337 | $IVZ | Invesco Ltd. | $314,869 | 0.0% | +11% | — |
| 338 | — | INNOVATOR ETFS TRUST | $305,951 | 0.0% | +0% | — |
| 339 | — | ISHARES TR | $305,486 | 0.0% | +1% | — |
| 340 | — | VANGUARD WORLD FD | $297,066 | 0.0% | -0% | — |
| 341 |  $FTI | TechnipFMC plc | $296,775 | 0.0% | -4% | — |
| 342 |  $CRH | CRH PUBLIC LTD CO | $295,072 | 0.0% | -9% | — |
| 343 | — | INNOVATOR ETFS TRUST | $293,590 | 0.0% | -1% | — |
| 344 |  $ELV | Elevance Health, Inc. | $293,225 | 0.0% | -1% | 59.4 |
| 345 |  $GPC | GENUINE PARTS CO | $291,870 | 0.0% | -7% | 54.2 |
| 346 |  $PFG | PRINCIPAL FINANCIAL GROUP INC | $291,501 | 0.0% | -16% | 50.6 |
| 347 |  $CEG | Constellation Energy Corp | $290,997 | 0.0% | -24% | 62.5 |
| 348 | — | ISHARES TR | $288,580 | 0.0% | -53% | — |
| 349 |  $HWM | Howmet Aerospace Inc. | $287,614 | 0.0% | +6% | 79.1 |
| 350 |  $MSA | MSA Safety Inc | $286,257 | 0.0% | +0% | 59.1 |
| 351 |  $SRE | SEMPRA | $283,251 | 0.0% | +0% | 47.6 |
| 352 | — | ISHARES TR | $283,070 | 0.0% | -83% | — |
| 353 |  $AMT | AMERICAN TOWER CORP /MA/ | $279,182 | 0.0% | -0% | 69.8 |
| 354 | — | ISHARES INC | $278,544 | 0.0% | -15% | — |
| 355 |  $SCCO | SOUTHERN COPPER CORP/ | $275,984 | 0.0% | NEW | 86.6 |
| 356 |  $LNT | ALLIANT ENERGY CORP | $275,463 | 0.0% | -0% | 56.7 |
| 357 | — | SERIES PORTFOLIOS TR | $272,447 | 0.0% | +14% | — |
| 358 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $272,435 | 0.0% | NEW | 69.4 |
| 359 |  $HII | HUNTINGTON INGALLS INDUSTRIES, INC. | $271,623 | 0.0% | -39% | 55.4 |
| 360 | — | VANGUARD INDEX FDS | $271,015 | 0.0% | -35% | — |
| 361 |  $FHI | FEDERATED HERMES, INC. | $270,108 | 0.0% | -16% | 70.6 |
| 362 | — | SPDR SERIES TRUST | $266,679 | 0.0% | +11% | — |
| 363 |  $UBER | Uber Technologies, Inc | $263,839 | 0.0% | -7% | 79.3 |
| 364 |  $ADI | ANALOG DEVICES INC | $263,275 | 0.0% | -11% | 76.2 |
| 365 | $IVZ | Invesco Ltd. | $261,808 | 0.0% | +1% | — |
| 366 |  $ALB | ALBEMARLE CORP | $260,678 | 0.0% | -25% | 50.2 |
| 367 |  $INTU | INTUIT INC. | $259,860 | 0.0% | -20% | 82 |
| 368 |  $WSO | WATSCO INC | $257,927 | 0.0% | +0% | 58.9 |
| 369 |  $ESLT | ELBIT SYSTEMS LTD | $254,727 | 0.0% | NEW | — |
| 370 |  $BA | BOEING CO | $252,982 | 0.0% | +7% | 51.8 |
| 371 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $250,869 | 0.0% | -0% | 77.6 |
| 372 |  $ENB | ENBRIDGE INC | $250,614 | 0.0% | -4% | — |
| 373 | — | CAPITAL GROUP DIVIDEND VALUE | $247,753 | 0.0% | +1% | — |
| 374 | — | INNOVATOR ETFS TRUST | $247,285 | 0.0% | +0% | — |
| 375 | — | GLOBAL X FDS | $246,146 | 0.0% | +28% | — |
| 376 | — | VANGUARD INDEX FDS | $243,537 | 0.0% | +0% | — |
| 377 |  $DTM | DT Midstream, Inc. | $241,194 | 0.0% | -18% | 74.5 |
| 378 |  $OTIS | Otis Worldwide Corp | $241,183 | 0.0% | -24% | 60.3 |
| 379 | — | INNOVATOR ETFS TRUST | $238,593 | 0.0% | -18% | — |
| 380 |  $UPS | UNITED PARCEL SERVICE INC | $238,297 | 0.0% | -4% | 58.2 |
| 381 |  $IQV | IQVIA HOLDINGS INC. | $237,562 | 0.0% | -5% | 59.7 |
| 382 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $237,250 | 0.0% | NEW | 66.3 |
| 383 | — | ISHARES TR | $236,151 | 0.0% | -51% | — |
| 384 |  $BKNG | Booking Holdings Inc. | $231,572 | 0.0% | -2% | 55.3 |
| 385 |  $PNFP | Pinnacle Financial Partners, Inc. | $230,597 | 0.0% | NEW | — |
| 386 |  $ARGX | ARGENX SE | $230,029 | 0.0% | +5% | — |
| 387 |  $NKE | NIKE, Inc. | $227,856 | 0.0% | -30% | 53.4 |
| 388 |  $MAIN | Main Street Capital CORP | $227,546 | 0.0% | -14% | — |
| 389 |  $ATR | APTARGROUP, INC. | $227,340 | 0.0% | -7% | 64 |
| 390 |  $CVS | CVS HEALTH Corp | $227,276 | 0.0% | -3% | 51.3 |
| 391 | — | DIMENSIONAL ETF TRUST | $226,549 | 0.0% | +2% | — |
| 392 |  $DELL | Dell Technologies Inc. | $223,545 | 0.0% | NEW | 76 |
| 393 | — | GLOBAL X FDS | $222,288 | 0.0% | +69% | — |
| 394 |  $APP | AppLovin Corp | $221,686 | 0.0% | +29% | 86.8 |
| 395 |  $EQR | EQUITY RESIDENTIAL | $220,275 | 0.0% | +0% | — |
| 396 |  $TTE | TotalEnergies SE | $219,808 | 0.0% | NEW | — |
| 397 |  $AWK | American Water Works Company, Inc. | $218,833 | 0.0% | -0% | 61.7 |
| 398 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $217,931 | 0.0% | +2% | 68.8 |
| 399 |  $NTRS | NORTHERN TRUST CORP | $216,054 | 0.0% | -1% | 71.8 |
| 400 | — | FIRST TR EXCH TRADED FD III | $213,974 | 0.0% | +0% | — |
| 401 |  $ANET | Arista Networks, Inc. | $213,760 | 0.0% | NEW | 86 |
| 402 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $213,682 | 0.0% | -30% | 74.4 |
| 403 | — | INNOVATOR ETFS TRUST | $211,686 | 0.0% | +0% | — |
| 404 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $210,291 | 0.0% | NEW | 66.5 |
| 405 | — | VANGUARD WORLD FD | $206,887 | 0.0% | -74% | — |
| 406 |  $ZBH | ZIMMER BIOMET HOLDINGS, INC. | $206,699 | 0.0% | +1% | 64.9 |
| 407 |  $AYI | ACUITY INC. (DE) | $206,522 | 0.0% | +0% | 68.9 |
| 408 |  $SNOW | Snowflake Inc. | $204,059 | 0.0% | NEW | 49.6 |
| 409 |  $CTAS | CINTAS CORP | $203,734 | 0.0% | -1% | 76.3 |
| 410 |  $CCI | CROWN CASTLE INC. | $203,387 | 0.0% | -7% | 52.9 |
| 411 |  $CLX | CLOROX CO /DE/ | $203,332 | 0.0% | NEW | 63.5 |
| 412 | — | VANGUARD SCOTTSDALE FDS | $202,074 | 0.0% | -0% | — |
| 413 |  $ORLY | O REILLY AUTOMOTIVE INC | $201,513 | 0.0% | -1% | 72.7 |
| 414 |  $DHI | HORTON D R INC /DE/ | $201,314 | 0.0% | -11% | 54.6 |
| 415 |  $ARCC | ARES CAPITAL CORP | $192,598 | 0.0% | NEW | — |
| 416 |  $NZF | Nuveen Municipal Credit Income Fund | $151,982 | 0.0% | +0% | — |
| 417 |  $PCN | PIMCO CORPORATE & INCOME STRATEGY FUND | $144,264 | 0.0% | +0% | — |
| 418 |  $PROP | Prairie Operating Co. | $114,391 | 0.0% | NEW | 47 |
| 419 |  $BTZ | BLACKROCK CREDIT ALLOCATION INCOME TRUST | $105,040 | 0.0% | -5% | — |
| 420 |  $BFLY | Butterfly Network, Inc. | $64,640 | 0.0% | +0% | 29.5 |
| 421 |  $COTY | COTY INC. | $48,755 | 0.0% | NEW | 35.2 |
| 422 |  $CALC | CalciMedica, Inc. | $5,400 | 0.0% | -50% | — |
New Positions (15)
PGIM ETF TR$415,800
$SCCO SOUTHERN COPPER CORP/$275,984$HBAN HUNTINGTON BANCSHARES INC /MD/$272,435$ESLT ELBIT SYSTEMS LTD$254,727$OXY OCCIDENTAL PETROLEUM CORP /DE/$237,250$PNFP Pinnacle Financial Partners, Inc.$230,597$DELL Dell Technologies Inc.$223,545$TTE TotalEnergies SE$219,808$ANET Arista Networks, Inc.$213,760$LHX L3HARRIS TECHNOLOGIES, INC. /DE/$210,291$SNOW Snowflake Inc.$204,059$CLX CLOROX CO /DE/$203,332$ARCC ARES CAPITAL CORP$192,598$PROP Prairie Operating Co.$114,391$COTY COTY INC.$48,755Exited Positions (13)
$CCC CCC Intelligent Solutions Holdings Inc.
$BPRE Bluerock Private Real Estate Fund
$HUM HUMANA INC
$SPGI S&P Global Inc. SYNOVUS FINL CORP
AMPLIFY ETF TR
$FROG JFrog Ltd
$SPOT Spotify Technology S.A.
$MRSH MARSH & MCLENNAN COMPANIES, INC.
$DG DOLLAR GENERAL CORP
$HPQ HP INC
$APH AMPHENOL CORP /DE/
$STLA Stellantis N.V.Browse Top Institutional Investors
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AI-Powered Hedge Fund Analysis: Sound View Wealth Advisors Group, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Sound View Wealth Advisors Group, LLC (SEC CIK: 1784777), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Sound View Wealth Advisors Group, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.