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
301Elevance Health Inc 1,002293.2K $
302Genuine Parts Co 2,760291.9K $
303Principal Financial Group Inc 3,235291.5K $
304Constellation Energy Corp. 1,042291K $
305ISHARES TRUST 3,605288.6K $
306Howmet Aerospace Inc 1,248287.6K $
307MSA Safety Inc 1,746286.3K $
308Sempra 2,915283.3K $
309iShares Trust 1,294283.1K $
310American Tower Corp 1,618279.2K $
311iShares Core MSCI Emerging Markets ETF 3,993278.5K $
312Southern Copper Corp 1,604276K $
313Alliant Energy Corp 3,839275.5K $
314Huntington Bancshares Inc/OH 17,408272.4K $
315Huntington Ingalls Industries, Inc. 715271.6K $
316Vanguard Small-Cap ETF 1,035271K $
317Federated Hermes Inc 4,763270.1K $
318SPDR Series Trust 1,050266.7K $
319Uber Technologies Inc 3,668263.8K $
320Analog Devices Inc 828263.3K $
321Invesco S&P 500 Equal Weight ETF 1,364261.8K $
322Albemarle Corp 1,452260.7K $
323Intuit Inc 601259.9K $
324Watsco Inc 709257.9K $
325Boeing Co/The 1,271253K $
326Broadridge Financial Solutions Inc 1,544250.9K $
327Capital Group Dividend Value ETF 5,824247.8K $
328Vanguard Index Funds 1,121243.5K $
329DT Midstream Inc 1,791241.2K $
330Otis Worldwide Corp 3,129241.2K $
331Innovator Growth-100 Power Buffer ETF- October 4,233238.6K $
332United Parcel Service Inc 2,422238.3K $
333IQVIA Holdings Inc 1,393237.6K $
334Occidental Petroleum Corp 3,650237.3K $
335iShares Trust 3,752236.2K $
336Booking Holdings Inc 55231.6K $
337Pinnacle Financial Partners Inc 2,677230.6K $
338Argenx SE 315230K $
339NIKE Inc 4,314227.9K $
340Main Street Capital Corp. 4,297227.5K $
341AptarGroup Inc 1,804227.3K $
342CVS Health Corp 3,165227.3K $
343Dimensional U S Small Cap ETF 3,185226.5K $
344Dell Technologies Inc 1,362223.5K $
345Global X SuperDividend ETF 8,800222.3K $
346AppLovin Corp 557221.7K $
347Equity Residential 3,724220.3K $
348American Water Works Co Inc 1,608218.8K $
349Citizens Financial Group Inc 3,634217.9K $
350Northern Trust Corp 1,548216.1K $
351First Trust Exchange-Traded Fund III 12,055214K $
352Arista Networks Inc 1,741213.8K $
353Cadence Design Systems Inc 769213.7K $
354Innovator Equity Man 5,978211.7K $
355L3Harris Technologies Inc 609210.3K $
356Vanguard World Fund 921206.9K $
357Zimmer Biomet Holdings Inc 2,286206.7K $
358Acuity Inc 737206.5K $
359Snowflake Inc 1,353204.1K $
360Cintas Corp 1,205203.7K $
361Crown Castle Inc 2,501203.4K $
362Clorox Co/The 1,962203.3K $
363Vanguard Scottsdale Funds 2,017202.1K $
364O'Reilly Automotive Inc 2,183201.5K $
365DR Horton Inc 1,467201.3K $
366Ares Capital Corp 10,688192.6K $
367Nuveen Municipal Credit Income 12,478152K $
368PIMCO Corporate & Income Strategy Fund 12,123144.3K $
369Prairie Operating Co 56,350114.4K $
370Blackrock Credit Allocation Income Trust 10,400105K $
371Butterfly Network Inc 16,00064.6K $
372Coty Inc 24,25648.8K $
373CALCIMEDICA INC 10,0005.4K $