News + Filings Holdings
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Sound View Wealth Advisors Group, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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CANADIAN PACIFIC KANSAS CITY LTD/CN
| CP | Common | 0 | -13,187 | 0 | -1,014,611,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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PayPal Holdings, Inc.
| PYPL | COM | 0 | -3,880 | 0 | -294,677,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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BIOGEN INC.
| BIIB | Common | 0 | -987 | 0 | -274,416,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHE | Common | 0 | -10,850 | 0 | -266,042,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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CURTISS WRIGHT CORP
| CW | Common | 0 | -1,500 | 0 | -264,390,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| SUB | Common | 0 | -2,500 | 0 | -261,700,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Marathon Petroleum Corp
| MPC | Common | 0 | -1,817 | 0 | -244,986,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Global X Funds
| MLPA | Common | 0 | -5,600 | 0 | -232,960,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SBA COMMUNICATIONS CORP
| SBAC | COM | 0 | -798 | 0 | -208,334,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SOUTHERN COPPER CORP/
| SCCO | Common | 0 | -2,700 | 0 | -205,875,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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ANSYS INC
| ANSS | Common | 0 | -614 | 0 | -204,339,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Fidelity National Information Services, Inc.
| FIS | Common | 0 | -3,734 | 0 | -202,868,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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CITIGROUP INC
| C | COM | 0 | -4,321 | 0 | -202,634,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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NUVEEN GEORGIA QUALITY MUNICIPAL INCOME FUND
| NKG | Common | 0 | -17,150 | 0 | -174,416,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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EnLink Midstream, LLC
| ENLC | COM UNIT REP LTD | 0 | -13,700 | 0 | -148,508,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Wheels Up Experience Inc.
| UP | Common | 0 | -15,000 | 0 | -9,492,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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