Titelia

Holdings of Sound View Wealth Advisors Group, LLC

373 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 29.7 % of the equity sleeve

Sector breakdown

  • Technology 14.9 %
  • Health care 7.8 %
  • Financials 5.5 %
  • Consumer staples 4.5 %
  • Consumer discretionary 4.4 %
  • Funds 4.3 %
  • Industrials 3.9 %
  • Communication 3.2 %
  • Utilities 2.1 %
  • Energy 1.6 %
  • Real estate 0.7 %
  • Materials 0.2 %
  • Unattributed 46.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.8 %
  • TW 0.1 %
  • NL 0.1 %
  • GB 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US3681.4B $99.75 %
2TW11.3M $0.09 %
3NL21.2M $0.08 %
4GB2994.8K $0.07 %

Positions

RankCompanySharesValueWeight
101Wells Fargo & Co 34,8992.8M $
102Lowe's Cos Inc 11,7482.8M $
103Xcel Energy Inc 34,6492.8M $
104HCA Healthcare Inc 5,4872.6M $
105Zillow Group Inc 62,6852.6M $
106Vanguard Mid-Cap ETF 8,9782.6M $
107Thermo Fisher Scientific Inc 5,1402.5M $
108Ishares Gold Trust 28,3582.5M $
109iShares Trust 45,6122.4M $
110Vertiv Holdings Co 9,3712.3M $
111Illinois Tool Works Inc 8,8602.3M $
112Abbott Laboratories 22,3112.3M $
113Verizon Communications Inc 45,5682.3M $
114Deere & Co 3,9662.2M $
115Kimberly-Clark Corp 22,6982.2M $
116Vanguard Index Funds 11,8802.2M $
117ProShares Trust 20,1652.1M $
118Lockheed Martin Corp 3,4942.1M $
119Vanguard S&P 500 Growth ETF 4,9222M $
120Interactive Brokers Group Inc 28,5281.9M $
121ISHARES CORE 1-5 YEAR USD BO 39,3421.9M $
122Palo Alto Networks Inc 11,8701.9M $
123Regeneron Pharmaceuticals, Inc. 2,4451.9M $
124Equinix Inc 1,9021.9M $
125Automatic Data Processing Inc 9,1741.9M $
126Waste Management Inc 8,0351.8M $
127Vertex Pharmaceuticals Inc 3,8631.7M $
128iShares Trust 7,9931.7M $
129Applied Materials Inc 4,9811.7M $
130iShares Preferred and Income S 54,9041.7M $
131Zillow Group Inc 39,2931.6M $
132Advanced Micro Devices Inc 7,9871.6M $
133Marvell Technology Inc 16,2881.6M $
134Honeywell International Inc 7,0141.6M $
135Mondelez International Inc 27,4181.6M $
136JPMorgan International Research Enhanced Equity ETF 20,8201.6M $
137iShares Trust 13,8221.6M $
138iShares Select Dividend ETF 10,0621.5M $
139Pfizer Inc 52,7471.5M $
140Berkshire Hathaway Inc 21.4M $
141Netflix Inc 14,6931.4M $
142Intel Corp 31,3131.4M $
143Norfolk Southern Corp 4,8031.4M $
144General Mills, Inc. 36,3691.4M $
145Goldman Sachs Group Inc/The 1,5761.3M $
146Northrop Grumman Corp 1,9011.3M $
147Blackrock Inc 1,3361.3M $
148Taiwan Semiconductor Manufacturing Co Ltd 3,7971.3M $
149Freeport-McMoRan Inc 21,7261.3M $
150iShares Trust 13,2531.3M $
151UnitedHealth Group Inc 4,6701.3M $
152Workday Inc 9,6461.3M $
153VANGUARD WORLD FUND 3,4291.2M $
154Vanguard International Equity Index Funds 22,0071.2M $
155Walt Disney Co/The 12,0951.2M $
156VanEck Semiconductor ETF 3,0321.2M $
157Intuitive Surgical Inc 2,4571.1M $
158General Electric Co 3,9721.1M $
159Zoetis Inc 9,4561.1M $
160Comfort Systems USA Inc 8081.1M $
161Vanguard FTSE Developed Markets ETF 17,0521.1M $
162CSX Corp 26,2641.1M $
163KLA Corp 7311.1M $
164Pacer Funds Trust 17,1081.1M $
165Salesforce Inc 5,7291.1M $
166Public Service Enterprise Group Inc 13,1731.1M $
167iShares Russell Mid-Cap Value 7,2531.1M $
168Innovator U.S. Equity Power Bu 23,6311M $
169Paychex Inc 11,0481M $
170Equifax Inc 5,5741M $
171iShares Core S&P Small-Cap ETF 8,0671M $
172First Trust Exchange-Traded Fund 19,092969.8K $
173iShares iBonds Dec 2033 Term C 37,215962K $
174iShares Biotechnology ETF 5,666956.8K $
175iShares MSCI USA Min Vol Factor ETF 10,284953.7K $
176Morgan Stanley 5,787952.4K $
177iShares Trust 7,416950.1K $
178Byrna Technologies Inc 102,458940.6K $
179ASML Holding NV 704929.9K $
180Blackstone Inc 8,037924.1K $
181Union Pacific Corp 3,783917.8K $
182iShares Bitcoin Trust ETF 23,886917.7K $
183WEC Energy Group Inc 7,777900.3K $
184Citigroup Inc 7,917897.8K $
185Energy Transfer LP 46,283893.3K $
186Park National Corp 5,393881.5K $
187GE Vernova Inc 1,006878.1K $
188Hershey Co/The 4,078847.8K $
189Select Sector Spdr Trust 13,764843.2K $
190ConocoPhillips 6,387843.1K $
1913M Co 5,775838.8K $
192Corning Inc 6,133833.9K $
193DFA Dimensional US Marketwide Value ETF 17,170832.1K $
194Vanguard FTSE All-World ex-US ETF 11,021827.7K $
195iShares Trust 9,914818.6K $
196iShares Core High Dividend ETF 5,948807.2K $
197Comcast Corp 27,463788.5K $
198Colgate-Palmolive Co 9,216785.5K $
199Air Products and Chemicals Inc 2,692782.1K $
200Mastercard Inc 1,539768.9K $