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
201iShares National Muni Bond ETF 7,092752.8K $
202iShares Core S&P Mid-Cap ETF 11,041745.6K $
203iShares Russell 2000 Growth ETF 2,375745.2K $
204DoorDash Inc 4,866730.6K $
205Moody's Corp 1,665726.4K $
206iShares MSCI EAFE ETF 7,469725.5K $
207iShares Expanded Tech Sector ETF 6,112724.3K $
208CME Group Inc 2,442721.4K $
209Simon Property Group Inc 3,829714.2K $
210Neurocrine Biosciences Inc 5,414713.2K $
211VANGUARD ADMIRAL FDS INC 6,220711.1K $
212PNC Financial Services Group Inc/The 3,410709.6K $
213ServiceNow Inc 6,722702.8K $
214VictoryShares Free Cash Flow ETF 17,798702.7K $
215Danaher Corp 3,679697.5K $
216AT&T Inc 23,734688.1K $
217Marriott International Inc/MD 2,083681.3K $
218Truist Financial Corp 14,758678.4K $
219Curtiss-Wright Corp 996678.4K $
220Dimensional ETF Trust 9,544676.8K $
221Federal Signal Corp 6,131663K $
222Travelers Cos Inc/The 2,219647.2K $
223FIDELITY COVINGTON TRUST 3,072639.1K $
224iShares Russell 2000 Value ETF 3,354635.9K $
225Global Payments Inc 9,347629.1K $
226US Bancorp 11,872617.5K $
227iShares MSCI USA Momentum Factor ETF 2,573617.4K $
228Capital One Financial Corp 3,310603.8K $
229FedEx Corp 1,666593.4K $
230United States Lime & Minerals Inc 4,500587.7K $
231SPDR Gold MiniShares Trust 6,105565.9K $
232Crowdstrike Holdings Inc 1,398545.8K $
233Reaves Utility Income Fund 13,749540.1K $
234Carrier Global Corp 9,575539.2K $
235PPL Corp 14,072537.6K $
236Woodward Inc 1,498536.2K $
237British American Tobacco PLC 9,124533.5K $
238Realty Income Corp 8,495519.7K $
239Target Corp 4,189507.7K $
240Cummins Inc 931501.2K $
241VANGUARD ENERGY ETF VANGUARD ENERGY ETF 2,822488.4K $
242Hasbro Inc 5,198486.6K $
243TPG Inc 11,830479.2K $
244iShares ESG Aware U.S. Aggregate Bond ETF 10,034477.1K $
245Global X Funds 6,707475.1K $
246Targa Resources Corp 1,862466.9K $
247iShares ESG Optimized MSCI USA ETF 3,530466.3K $
248Phillips 66 2,541462.9K $
249Diageo PLC 6,197461.3K $
250Lincoln National Corp 12,870456.9K $
251Vanguard Total International S 5,903455.2K $
252VanEck Morningstar Wide Moat ETF 4,699454.4K $
253Darden Restaurants Inc 2,309452.7K $
254ONEOK Inc 4,931445.7K $
255Select Sector Spdr Trust 9,021445.4K $
256AutoZone Inc 131442.5K $
257Innovator U.S. Equity Power Bu 10,242441K $
258Datadog Inc 3,668433K $
259Novartis AG 2,828432K $
260Innovator U.S. Equity Power Bu 10,850431.8K $
261Republic Services Inc 1,964430.2K $
262Innovator U.S. Equity Power Bu 10,044429.1K $
263BioMarin Pharmaceutical Inc 7,516424.6K $
264Bank of New York Mellon Corp/The 3,571423.6K $
265PGIM ETF Trust 8,400415.8K $
266Krystal Biotech Inc 1,594411.8K $
267Tractor Supply Co 9,018408.5K $
268McKesson Corp 467404.1K $
269Teradyne Inc 1,354401.4K $
270Vanguard Scottsdale Funds 5,195388.2K $
271Intercontinental Exchange Inc 2,451385.5K $
272Sirius XM Holdings Inc 16,686385.1K $
273MetLife Inc 5,414382.9K $
274Allstate Corp/The 1,817376.7K $
275Cardinal Health, Inc. 1,772374.4K $
276Edwards Lifesciences Corp 4,665373.6K $
277iShares MSCI South Korea ETF 3,033373.1K $
278Becton Dickinson & Co 2,364371.7K $
279Valero Energy Corp 1,492368.6K $
280Charles Schwab Corp/The 3,904366.9K $
281Ford Motor Co 31,297361.2K $
282Vanguard Index Funds 1,193360.6K $
283SELECT SECTOR SPDR TRUST (THE) 3,224357.4K $
284iShares Core S&P Total U.S. Stock Market ETF 2,482353.5K $
285Yum! Brands Inc 2,264352K $
286iShares Trust 3,500349.9K $
287Cigna Group/The 1,305348.1K $
288J M Smucker Co/The 3,576344.9K $
289VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 4,294340.4K $
290Sysco Corp 4,763339.7K $
291Palantir Technologies Inc 2,313338.3K $
292Unilever PLC 5,861333.9K $
293iShares ESG MSCI KLD 400 ETF 2,679324.7K $
294Vulcan Materials Co 1,187323.2K $
295iShares ESG Aware MSCI USA ETF 2,270321.1K $
296M&T Bank Corp 1,535317.3K $
297Marathon Petroleum Corp 1,298316.9K $
298Innovator International Developed Power Buffer ETF - October 8,729306K $
299iShares Trust 5,726305.5K $
300Innovator U.S. Equity Power Bu 6,908293.6K $