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
IWM
Ishares Russell 2000 ETF

ETFs
287
+ 2.11%
$216.13 - $242.4 $62K - $69.6K
13.9K $3.07M
XLF
Financial Sector Spdr

ETFs
748
+ 8.24%
$44.89 - $51.34 $33.6K - $38.4K
9.83K $475K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
625
+ 15.21%
$73.49 - $86.09 $45.9K - $53.8K
4.73K $364K
TFC
Truist Financial Corp

Financial Services
901
+ 3.31%
$41.51 - $48.1 $37.4K - $43.3K
28.1K $1.22M
SRE
Sempra Energy

Utilities
496
+ 15.09%
$80.81 - $94.77 $40.1K - $47K
3.78K $331K
FIX
Comfort Systems Usa Inc

Industrials
60
+ 6.42%
$370.68 - $504.12 $22.2K - $30.2K
994 $421K
CME
Cme Group Inc.

Financial Services
127
+ 5.51%
$221.17 - $246.02 $28.1K - $31.2K
2.43K $564K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
396
+ 11.35%
$118.0 - $127.04 $46.7K - $50.3K
3.88K $472K
AON
Aon PLC

Financial Services
68
+ 3.44%
$344.14 - $393.31 $23.4K - $26.7K
2.05K $735K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
498
+ 13.86%
$104.54 - $137.94 $52.1K - $68.7K
4.09K $497K
COP
Conocophillips

Energy
807
+ 13.11%
$95.12 - $114.72 $76.8K - $92.6K
6.96K $690K
IGM
Ishares Expanded Tech Sector E

ETFs
1
+ 0.01%
$94.19 - $106.95 $94.2 - $107
6.7K $683K
IWR
Ishares Russell Mid Cap ETF

ETFs
270
+ 0.43%
$87.25 - $95.52 $23.6K - $25.8K
63.5K $5.61M
PANW
Palo Alto Networks Inc

Technology
3.41K
+ 93.89%
$181.96 - $405.9 $620K - $1.38M
7.04K $1.28M
ALL
Allstate Corp

Financial Services
180
+ 15.56%
$181.25 - $208.2 $32.6K - $37.5K
1.34K $257K
MAIN
Main Street Capital Corp

Financial Services
2
+ 0.05%
$49.95 - $58.58 $99.9 - $117
4.2K $246K
XLU
Utilities Sector Spdr

ETFs
4.6K
+ 7.46%
$74.89 - $82.93 $344K - $381K
66.2K $5.01M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
970
+ 11.54%
$46.33 - $48.6 $44.9K - $47.1K
9.38K $435K
RSP
Invesco S&P 500 Equal Weight E

ETFs
179
+ 15.3%
$174.22 - $187.62 $31.2K - $33.6K
1.35K $236K
BFLY
Butterfly Network, Inc.

Healthcare
2.5K
+ 18.52%
$1.66 - $3.67 $4.15K - $9.18K
16K $49K
YUM
Yum Brands Inc

Consumer Cyclical
273
+ 13.27%
$130.36 - $139.54 $35.6K - $38.1K
2.33K $312K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
107
+ 0.82%
$62.07 - $66.61 $6.64K - $7.13K
13.1K $840K
CAH
Cardinal Health Inc

Healthcare
48
+ 2.2%
$107.89 - $125.33 $5.18K - $6.02K
2.23K $263K
HD
Home Depot, Inc.

Consumer Cyclical
1.47K
+ 4.32%
$385.02 - $431.37 $566K - $634K
35.5K $13.8M
VMC
Vulcan Materials CO

Basic Materials
48
+ 4.28%
$237.95 - $292.31 $11.4K - $14K
1.17K $300K
TXN
Texas Instruments Inc

Technology
97
+ 0.64%
N/A
15.3K $2.97M
WELL
Welltower Inc.

Real Estate
200
+ 5.93%
$123.11 - $139.3 $24.6K - $27.9K
3.57K $450K
AZO
Autozone Inc

Consumer Cyclical
3
+ 2.01%
$2981.19 - $3370.27 $8.94K - $10.1K
152 $486K
ETN
Eaton Corp PLC

Industrials
38
+ 1.07%
$326.96 - $377.52 $12.4K - $14.3K
3.59K $1.19M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
27
+ 0.84%
$100.18 - $109.1 $2.7K - $2.95K
3.23K $338K
CLX
Clorox CO

Consumer Defensive
77
+ 6.07%
$156.51 - $169.74 $12.1K - $13.1K
1.35K $218K
SLV
I Shares Silver Trust

ETFs
3.95K
+ 8.9%
$26.33 - $31.74 $104K - $125K
48.3K $1.27M
PHYS
Sprott Physical Gold Trust

Financial Services
741
+ 4.64%
$19.66 - $21.66 $14.6K - $16.1K
16.7K $336K
DSI
Ishares Msci Kld 400 Social Et

ETFs
41
+ 1.17%
$107.41 - $115.71 $4.4K - $4.74K
3.54K $390K
USXF
Ishares Esg Advanced Msci Usa

Technology
79
+ 0.8%
$48.45 - $52.57 $3.83K - $4.15K
9.99K $496K
VDC
Vanguard Consumer Staples ETF

ETFs
89
+ 7.04%
$210.96 - $223.62 $18.8K - $19.9K
1.35K $286K
VDE
Vanguard Energy ETF

ETFs
100
+ 5.0%
$116.67 - $136.78 $11.7K - $13.7K
2.1K $254K
CTSH
Cognizant Technology Solutions Corp

Technology
127
+ 4.61%
$74.37 - $82.32 $9.44K - $10.5K
2.88K $221K
BTI
British American Tobacco P.L.C.

Consumer Defensive
258
+ 2.98%
$34.25 - $37.94 $8.84K - $9.79K
8.9K $323K
IWS
Ishares Russell Midcap Value E

ETFs
210
+ 2.98%
$128.08 - $140.32 $26.9K - $29.5K
7.25K $938K
UTG
Reaves Utility Income Fund

Financial Services
685
+ 4.48%
$30.81 - $34.99 $21.1K - $24K
16K $506K
LNC
Lincoln National Corp

Financial Services
37
+ 0.28%
$30.46 - $36.84 $1.13K - $1.36K
13.4K $423K
KRYS
Krystal Biotech, Inc.

Healthcare
220
+ 18.33%
$156.64 - $199.61 $34.5K - $43.9K
1.42K $222K
RSG
Republic Services, Inc.

Industrials
20
+ 1.04%
$198.0 - $218.75 $3.96K - $4.38K
1.94K $389K
WEC
Wec Energy Group, Inc.

Utilities
200
+ 2.6%
$92.94 - $101.82 $18.6K - $20.4K
7.89K $741K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
28
+ 0.4%
$104.52 - $115.08 $2.93K - $3.22K
7K $738K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
7
+ 0.11%
N/A
6.26K $537K
Amplify ETF Tr
2.75K
New
N/A
2.75K $0
Ishares Tr
166
+ 0.24%
N/A
68.7K $0
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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