Sound View Wealth Advisors Group, LLC Incresed Positions in Q3 2024

Sound View Wealth Advisors Group, LLC

  • $1.21 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
53.5K
+ 14.44%
$23.88 - $24.01 $1.28M - $1.28M
424K $10.2M
VIG
Vanguard Dividend Appreciation

ETFs
7.12K
+ 8.42%
$182.15 - $182.15 $1.3M - $1.3M
91.7K $16.7M
AMGN
Amgen Inc

Healthcare
3.04K
+ 12.0%
$309.38 - $337.38 $940K - $1.02M
28.4K $9.14M
KO
Coca Cola CO

Consumer Defensive
4.09K
+ 3.63%
$62.69 - $73.01 $256K - $298K
117K $8.39M
CAT
Caterpillar Inc

Industrials
1.65K
+ 16.91%
$316.8 - $391.12 $523K - $645K
11.4K $4.46M
FITB
Fifth Third Bancorp

Financial Services
16.7K
+ 22.69%
$36.01 - $43.64 $602K - $730K
90.5K $3.88M
IWR
Ishares Russell Mid Cap ETF

ETFs
7.85K
+ 14.17%
$79.92 - $88.19 $627K - $692K
63.2K $5.57M
UNH
Unitedhealth Group Inc

Healthcare
977
+ 15.46%
$488.01 - $604.18 $477K - $590K
7.3K $4.27M
V
Visa Inc.

Financial Services
2.8K
+ 13.54%
$253.74 - $291.56 $710K - $816K
23.5K $6.45M
HCA
Hca Healthcare, Inc.

Healthcare
1.33K
+ 24.84%
$315.12 - $406.43 $418K - $539K
6.67K $2.71M
EQIX
Equinix Inc

Real Estate
763
+ 32.83%
$749.0 - $890.01 $571K - $679K
3.09K $2.74M
COST
Costco Wholesale Corp

Consumer Defensive
890
+ 17.06%
$801.83 - $917.05 $714K - $816K
6.11K $5.41M
XOM
Exxon Mobil Corp

Energy
7.12K
+ 11.88%
$109.72 - $119.0 $781K - $847K
67K $7.86M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.66K
+ 23.99%
$96.25 - $101.98 $737K - $781K
39.6K $4.01M
ED
Consolidated Edison Inc

Utilities
5.7K
+ 27.94%
$88.42 - $104.97 $504K - $599K
26.1K $2.72M
BMY
Bristol Myers Squibb CO

Healthcare
4.96K
+ 8.06%
$39.66 - $51.75 $197K - $257K
66.5K $3.44M
NSC
Norfolk Southern Corp

Industrials
3.04K
+ 80.17%
$213.75 - $259.69 $650K - $790K
6.83K $1.7M
ZTS
Zoetis Inc.

Healthcare
3.1K
+ 24.61%
$172.58 - $196.48 $534K - $608K
15.7K $3.06M
CRM
Salesforce, Inc.

Technology
2.58K
+ 26.01%
$238.42 - $276.53 $614K - $713K
12.5K $3.42M
WMB
Williams Companies, Inc.

Energy
15K
+ 26.86%
$41.24 - $46.22 $617K - $691K
70.6K $3.22M
VHT
Vanguard Health Care ETF

ETFs
2.22K
+ 16.38%
$261.88 - $288.1 $582K - $640K
15.8K $4.46M
PGR
Progressive Corp

Financial Services
1.5K
+ 15.09%
$209.46 - $259.24 $315K - $390K
11.5K $2.91M
AFL
Aflac Inc

Financial Services
321
+ 0.9%
$88.52 - $111.8 $28.4K - $35.9K
36.1K $4.03M
IWM
Ishares Russell 2000 ETF

ETFs
2.72K
+ 25.08%
$200.87 - $224.6 $547K - $612K
13.6K $3M
NEE
Nextera Energy Inc

Utilities
1.83K
+ 4.12%
$69.9 - $84.97 $128K - $155K
46.3K $3.91M
RTX
Raytheon Technologies Corp

Industrials
2.41K
+ 11.03%
$99.55 - $123.34 $239K - $297K
24.2K $2.93M
EFX
Equifax Inc

Industrials
1.56K
+ 33.83%
$236.42 - $307.13 $368K - $478K
6.16K $1.81M
ABT
Abbott Laboratories

Healthcare
3.98K
+ 17.08%
$100.07 - $118.13 $398K - $470K
27.2K $3.11M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
6.37K
+ 36.27%
$80.13 - $88.89 $511K - $566K
23.9K $2.11M
KMI
Kinder Morgan, Inc.

Energy
16.5K
+ 14.22%
$19.72 - $22.22 $326K - $368K
133K $2.94M
PFG
Principal Financial Group Inc

Financial Services
5.63K
+ 29.9%
$72.94 - $87.46 $410K - $492K
24.4K $2.1M
CMCSA
Comcast Corp

Communication Services
10.6K
+ 16.27%
$37.33 - $41.78 $396K - $443K
75.7K $3.16M
VTV
Vanguard Value ETF

ETFs
1.22K
+ 4.33%
$159.75 - $174.57 $195K - $213K
29.3K $5.12M
PEP
Pepsico Inc

Consumer Defensive
2.71K
+ 9.46%
$161.9 - $179.3 $438K - $485K
31.3K $5.32M
SLV
I Shares Silver Trust

ETFs
19.4K
+ 78.04%
$24.33 - $29.38 $473K - $571K
44.3K $1.26M
GD
General Dynamics Corp

Industrials
1.49K
+ 13.06%
$279.51 - $308.09 $416K - $459K
12.9K $3.9M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
8.85K
+ 51.78%
$53.41 - $57.9 $473K - $512K
25.9K $1.5M
MDT
Medtronic PLC

Healthcare
2.31K
+ 7.33%
$76.84 - $91.03 $177K - $210K
33.8K $3.04M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.33K
+ 32.59%
$173.36 - $189.8 $403K - $441K
9.46K $1.8M
PFE
Pfizer Inc

Healthcare
14.7K
+ 11.99%
$27.7 - $31.39 $407K - $461K
137K $3.97M
DUK
Duke Energy Corp

Utilities
2.01K
+ 9.94%
$99.35 - $117.71 $199K - $236K
22.2K $2.56M
DNP
Dnp Select Income Fund Inc

Financial Services
1.88K
+ 0.7%
$8.21 - $10.03 $15.4K - $18.9K
269K $2.7M
VUG
Vanguard Growth ETF

ETFs
1.07K
+ 12.88%
$341.08 - $391.94 $365K - $420K
9.39K $3.6M
EXR
Extra Space Storage Inc.

Real Estate
1.69K
+ 25.38%
$151.92 - $183.06 $256K - $308K
8.33K $1.5M
OKE
Oneok Inc

Energy
4.57K
+ 83.6%
$78.62 - $95.27 $359K - $435K
10K $913K
DHI
Horton D R Inc

Consumer Cyclical
1.27K
+ 29.2%
$135.21 - $197.06 $172K - $251K
5.63K $1.07M
LMT
Lockheed Martin Corp

Industrials
79
+ 2.26%
$460.3 - $584.56 $36.4K - $46.2K
3.58K $2.09M
TJX
Tjx Companies Inc

Consumer Cyclical
3.17K
+ 28.8%
$107.93 - $120.23 $342K - $381K
14.2K $1.67M
TMO
Thermo Fisher Scientific Inc.

Healthcare
302
+ 7.44%
$531.86 - $624.21 $161K - $189K
4.36K $2.7M
Activity Summary
Buys All Purchases 345 New Holdings 56 Increased Positions 289 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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