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
Ge Vernova Inc
80
+ 9.13%
N/A
956 $0
Global X Fds
5.4K
New
N/A
5.4K $0
Blackrock Inc
1.47K
New
N/A
1.47K $0
Canadian Pacific Kansas City
12.2K
+ 63.0%
N/A
31.5K $0
ASML
Asml Holding Nv

Technology
112
+ 20.36%
$658.43 - $872.27 $73.7K - $97.7K
662 $458K
SFLR
Innovator Etfs Tr Equity Manag
8.6K
New
N/A
8.6K $0
Ishares Bitcoin Trust ETF
1.75K
+ 19.48%
N/A
10.7K $0
Ishares Tr
20.6K
New
N/A
20.6K $0
Linde PLC
367
+ 20.85%
N/A
2.13K $0
Lam Research Corp
20.7K
New
N/A
20.7K $0
Kenvue Inc
590
+ 6.28%
N/A
9.99K $0
Kiniksa Pharmaceuticals Intl
423
+ 3.1%
N/A
14.1K $0
Innovator Etfs Trust
11.8K
New
N/A
11.8K $0
Innovator Etfs Trust
2.68K
+ 30.68%
N/A
11.4K $0
HDV
Ishares Core High Dividend ETF

ETFs
379
+ 4.47%
$110.82 - $121.28 $42K - $46K
8.85K $993K
FPE
First Tr Pfd Secs & Income ETF

ETFs
32
+ 0.22%
$17.65 - $18.18 $565 - $582
14.7K $260K
WWD
Woodward, Inc.

Industrials
10
+ 0.66%
$159.67 - $187.29 $1.6K - $1.87K
1.52K $253K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
426
+ 7.8%
$58.88 - $64.8 $25.1K - $27.6K
5.89K $346K
XLE
Energy Sector Spdr

ETFs
68
+ 1.0%
$83.32 - $97.27 $5.67K - $6.61K
6.89K $589K
CB
Chubb LTD

Financial Services
46
+ 2.51%
$271.57 - $301.89 $12.5K - $13.9K
1.88K $518K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
15
+ 0.09%
$10.56 - $11.31 $158 - $170
16.2K $173K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
249
+ 1.41%
$21.66 - $22.69 $5.39K - $5.65K
17.9K $389K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
154
+ 1.39%
$46.52 - $48.32 $7.16K - $7.44K
11.2K $522K
SLB
Schlumberger Limited

Energy
573
+ 5.39%
$36.83 - $45.59 $21.1K - $26.1K
11.2K $429K
HPQ
Hp Inc

Technology
329
+ 3.3%
$32.46 - $39.3 $10.7K - $12.9K
10.3K $336K
CSX
Csx Corp

Industrials
872
+ 3.88%
$31.58 - $36.88 $27.5K - $32.2K
23.4K $753K
CL
Colgate Palmolive CO

Consumer Defensive
881
+ 10.79%
$90.22 - $102.31 $79.5K - $90.1K
9.05K $822K
OTIS
Otis Worldwide Corp

Industrials
185
+ 4.7%
$92.57 - $106.01 $17.1K - $19.6K
4.12K $381K
WM
Waste Management Inc

Industrials
105
+ 1.2%
$201.79 - $228.46 $21.2K - $24K
8.88K $1.79M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4
+ 0.03%
$88.59 - $94.57 $354 - $378
12.1K $1.08M
HUM
Humana Inc

Healthcare
115
+ 11.78%
$233.89 - $304.18 $26.9K - $35K
1.09K $276K
SCHX
Schwab Strategic Tr Us Large C

ETFs
642K
+ 192.24%
$22.4 - $68.28 $14.4M - $43.8M
976K $22.6M
DVY
Ishares Tr

ETFs
14
+ 0.13%
$129.55 - $143.41 $1.81K - $2.01K
10.7K $1.4M
DOW
Dow Inc.

Basic Materials
675
+ 14.36%
$39.1 - $55.34 $26.4K - $37.4K
5.38K $215K
ITW
Illinois Tool Works Inc

Industrials
127
+ 1.48%
$253.56 - $278.5 $32.2K - $35.4K
8.74K $2.22M
IBB
Ishares Biotechnology ETF

ETFs
335
+ 5.18%
$131.21 - $148.85 $44K - $49.9K
6.8K $898K
SJM
J M Smucker CO

Consumer Defensive
50
+ 1.13%
$106.92 - $121.75 $5.35K - $6.09K
4.47K $492K
TSCO
Tractor Supply CO

Consumer Cyclical
7.49K
+ 401.55%
$52.59 - $303.74 $394K - $2.28M
9.36K $496K
UBER
Uber Technologies, Inc

Technology
67
+ 1.93%
$59.93 - $86.34 $4.02K - $5.78K
3.54K $213K
KLAC
Kla Corp

Technology
154
+ 14.91%
$614.46 - $829.55 $94.6K - $128K
1.19K $747K
AMT
American Tower Corp

Real Estate
130
+ 8.19%
$179.4 - $232.01 $23.3K - $30.2K
1.72K $315K
HSY
Hershey CO

Consumer Defensive
177
+ 4.58%
$168.67 - $193.65 $29.9K - $34.3K
4.04K $684K
O
Realty Income Corp

Real Estate
138
+ 2.1%
$51.76 - $64.71 $7.14K - $8.93K
6.71K $358K
NOC
Northrop Grumman Corp

Industrials
79
+ 4.51%
$466.52 - $543.88 $36.9K - $43K
1.83K $858K
DHR
Danaher Corp

Healthcare
52
+ 3.08%
$226.16 - $274.52 $11.8K - $14.3K
1.74K $399K
CARR
Carrier Global Corp

Industrials
850
+ 7.92%
$66.69 - $82.65 $56.7K - $70.3K
11.6K $790K
GE
General Electric CO

Industrials
11
+ 0.3%
$159.95 - $194.23 $1.76K - $2.14K
3.73K $622K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
29
+ 0.14%
$44.04 - $49.49 $1.28K - $1.44K
21.4K $941K
ED
Consolidated Edison Inc

Utilities
3.24K
+ 12.4%
$88.87 - $107.38 $288K - $348K
29.4K $2.62M
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
Track This Portfolio

Track Sound View Wealth Advisors Group, LLC Portfolio

Follow Sound View Wealth Advisors Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound View Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound View Wealth Advisors Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email