Sound View Wealth Advisors Group, LLC Purchases in Q4 2024

Sound View Wealth Advisors Group, LLC

  • $1.23 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EQR
Equity Residential

Real Estate
3.8K
New
$69.12 - $77.48 $263K - $294K
3.8K $272K
IWB
Ishares Tr Russell 1000 ETF

ETFs
465
+ 3.51%
$311.11 - $335.64 $145K - $156K
13.7K $4.42M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.96K
+ 19.13%
$56.06 - $61.35 $278K - $304K
30.9K $1.75M
TTD
Trade Desk, Inc.

Technology
2.09K
New
$108.7 - $139.51 $228K - $292K
2.09K $245K
VIG
Vanguard Dividend Appreciation

ETFs
1.34K
+ 1.46%
N/A
93K $16.9M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
3.08K
+ 24.07%
$55.58 - $62.6 $171K - $193K
15.9K $953K
SPY
Spdr S&P 500 ETF Trust

ETFs
24
+ 0.13%
$567.81 - $607.81 $13.6K - $14.6K
17.9K $10.5M
META
Meta Platforms, Inc.

Communication Services
79
+ 0.77%
$554.08 - $632.68 $43.8K - $50K
10.3K $6.08M
TT
Trane Technologies PLC

Industrials
610
New
$369.35 - $419.14 $225K - $256K
610 $225K
HON
Honeywell International Inc

Industrials
260
+ 3.07%
$202.84 - $236.0 $52.7K - $61.4K
8.72K $1.97M
IGV
Ishares Expanded Tech Software

ETFs
2.19K
New
$87.5 - $110.17 $191K - $241K
2.19K $218K
MCK
Mckesson Corp

Healthcare
384
New
$482.27 - $628.5 $185K - $241K
384 $218K
USLM
United States Lime & Minerals Inc

Basic Materials
200
+ 3.76%
$91.63 - $157.45 $18.3K - $31.5K
5.53K $733K
SPYG
Spdr Portfolio

ETFs
2.38K
New
$81.74 - $91.38 $194K - $217K
2.38K $208K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
949
New
$209.89 - $233.24 $199K - $221K
949 $201K
IBM
International Business Machines Corp

Technology
1.06K
+ 3.43%
$204.9 - $238.04 $217K - $252K
31.8K $7M
NOW
Service Now, Inc.

Technology
20
+ 1.93%
$867.18 - $1148.42 $17.3K - $23K
1.06K $1.12M
FV
First Trust Dorsey Wright Focu

ETFs
3.06K
+ 82.81%
$57.47 - $62.82 $176K - $192K
6.76K $399K
NBIX
Neurocrine Biosciences Inc

Healthcare
652
+ 15.22%
$111.62 - $139.44 $72.8K - $90.9K
4.94K $673K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
370
+ 8.7%
$172.07 - $207.36 $63.7K - $76.7K
4.62K $912K
IVW
Ishares S&P 500 Growth ETF

ETFs
925
+ 7.11%
$94.43 - $105.47 $87.3K - $97.6K
13.9K $1.41M
BX
Blackstone Inc.

Financial Services
74
+ 0.92%
$148.45 - $199.05 $11K - $14.7K
8.11K $1.4M
PGR
Progressive Corp

Financial Services
1.35K
+ 11.73%
$239.6 - $268.88 $323K - $362K
12.8K $3.07M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
2.96K
+ 10.01%
$43.97 - $45.33 $130K - $134K
32.5K $1.46M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
225
+ 0.91%
$417.69 - $450.94 $94K - $101K
25.1K $10.7M
UPS
United Parcel Service Inc

Industrials
1.35K
+ 39.84%
$122.65 - $138.35 $165K - $187K
4.74K $597K
CRWD
Crowd Strike Holdings, Inc.

Technology
91
+ 5.79%
$275.15 - $388.2 $25K - $35.3K
1.66K $568K
GS
Goldman Sachs Group Inc

Financial Services
24
+ 1.67%
$486.1 - $608.57 $11.7K - $14.6K
1.46K $834K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
206
+ 2.54%
$107.32 - $127.74 $22.1K - $26.3K
8.32K $1.02M
MO
Altria Group, Inc.

Consumer Defensive
505
+ 0.69%
$49.06 - $57.74 $24.8K - $29.2K
74.1K $3.87M
CDNS
Cadence Design Systems Inc

Technology
270
+ 22.73%
$249.1 - $324.54 $67.3K - $87.6K
1.46K $438K
GILD
Gilead Sciences, Inc.

Healthcare
271
+ 2.57%
$83.95 - $97.9 $22.8K - $26.5K
10.8K $998K
CCL
Carnival Corp

Consumer Cyclical
475
+ 3.29%
$17.34 - $26.8 $8.24K - $12.7K
14.9K $371K
C
Citigroup Inc

Financial Services
705
+ 10.13%
$61.31 - $72.5 $43.2K - $51.1K
7.66K $539K
BDX
Becton Dickinson & CO

Healthcare
496
+ 47.33%
$220.02 - $243.75 $109K - $121K
1.54K $350K
ABT
Abbott Laboratories

Healthcare
1.05K
+ 3.84%
$111.93 - $119.39 $117K - $125K
28.3K $3.2M
NXPI
Nxp Semiconductors N.V.

Technology
1.02K
+ 26.6%
$207.27 - $255.58 $211K - $260K
4.85K $1.01M
WRB
Berkley W R Corp

Financial Services
12
+ 0.03%
$56.48 - $64.94 $678 - $779
47.9K $2.8M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1.58K
+ 26.62%
$57.38 - $61.11 $90.7K - $96.6K
7.52K $438K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
600
+ 21.93%
$124.61 - $133.96 $74.8K - $80.4K
3.34K $429K
PAYX
Paychex Inc

Industrials
148
+ 1.44%
$135.86 - $148.73 $20.1K - $22K
10.4K $1.46M
ACN
Accenture PLC

Technology
229
+ 16.58%
$343.9 - $376.86 $78.8K - $86.3K
1.61K $566K
XLC
Select Sector Spdr Tr Communic

ETFs
488
+ 11.54%
$89.66 - $102.16 $43.8K - $49.9K
4.72K $456K
VNQ
Vanguard Specialized Funds Van

ETFs
1.04K
+ 45.55%
$87.85 - $98.6 $90.9K - $102K
3.31K $294K
BK
Bank Of New York Mellon Corp

Financial Services
700
+ 18.49%
$70.82 - $81.87 $49.6K - $57.3K
4.49K $344K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
200
+ 6.31%
$170.03 - $192.78 $34K - $38.6K
3.37K $623K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
316
+ 10.03%
$238.25 - $261.28 $75.3K - $82.6K
3.47K $839K
PNC
Pnc Financial Services Group, Inc.

Financial Services
29
+ 0.37%
$178.39 - $215.0 $5.17K - $6.24K
7.78K $1.5M
SNV
Synovus Financial Corp

Financial Services
241
+ 3.13%
$42.5 - $58.73 $10.2K - $14.2K
7.94K $406K
Activity Summary
Buys All Purchases 226 New Holdings 20 Increased Positions 206 Sells All Sells 144 Reductions 144 Sold out 0 Options Calls 0 Puts 0
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