Sound View Wealth Advisors Group, LLC Incresed Positions in Q4 2024

Sound View Wealth Advisors Group, LLC

  • $1.23 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
79
+ 0.77%
$554.08 - $632.68 $43.8K - $50K
10.3K $6.08M
HON
Honeywell International Inc

Industrials
260
+ 3.07%
$202.84 - $236.0 $52.7K - $61.4K
8.72K $1.97M
USLM
United States Lime & Minerals Inc

Basic Materials
200
+ 3.76%
$91.63 - $157.45 $18.3K - $31.5K
5.53K $733K
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
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
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1.58K
+ 26.62%
$57.38 - $61.11 $90.7K - $96.6K
7.52K $438K
WRB
Berkley W R Corp

Financial Services
12
+ 0.03%
$56.48 - $64.94 $678 - $779
47.9K $2.8M
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
PNC
Pnc Financial Services Group, Inc.

Financial Services
29
+ 0.37%
$178.39 - $215.0 $5.17K - $6.24K
7.78K $1.5M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
316
+ 10.03%
$238.25 - $261.28 $75.3K - $82.6K
3.47K $839K
SNV
Synovus Financial Corp

Financial Services
241
+ 3.13%
$42.5 - $58.73 $10.2K - $14.2K
7.94K $406K
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
FIX
Comfort Systems Usa Inc

Industrials
60
+ 6.42%
$370.68 - $504.12 $22.2K - $30.2K
994 $421K
SRE
Sempra Energy

Utilities
496
+ 15.09%
$80.81 - $94.77 $40.1K - $47K
3.78K $331K
TFC
Truist Financial Corp

Financial Services
901
+ 3.31%
$41.51 - $48.1 $37.4K - $43.3K
28.1K $1.22M
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
TRV
Travelers Companies, Inc.

Financial Services
100
+ 3.57%
$225.97 - $266.66 $22.6K - $26.7K
2.9K $698K
IGM
Ishares Expanded Tech Sector E

ETFs
1
+ 0.01%
$94.19 - $106.95 $94.2 - $107
6.7K $683K
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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