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
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
RSP
Invesco S&P 500 Equal Weight E

ETFs
179
+ 15.3%
$174.22 - $187.62 $31.2K - $33.6K
1.35K $236K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
970
+ 11.54%
$46.33 - $48.6 $44.9K - $47.1K
9.38K $435K
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
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
SLV
I Shares Silver Trust

ETFs
3.95K
+ 8.9%
$26.33 - $31.74 $104K - $125K
48.3K $1.27M
CLX
Clorox CO

Consumer Defensive
77
+ 6.07%
$156.51 - $169.74 $12.1K - $13.1K
1.35K $218K
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
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
28
+ 0.4%
$104.52 - $115.08 $2.93K - $3.22K
7K $738K
WEC
Wec Energy Group, Inc.

Utilities
200
+ 2.6%
$92.94 - $101.82 $18.6K - $20.4K
7.89K $741K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
7
+ 0.11%
N/A
6.26K $537K
Ge Vernova Inc
80
+ 9.13%
N/A
956 $0
Kiniksa Pharmaceuticals Intl
423
+ 3.1%
N/A
14.1K $0
Canadian Pacific Kansas City
12.2K
+ 63.0%
N/A
31.5K $0
Innovator Etfs Trust
2.68K
+ 30.68%
N/A
11.4K $0
Linde PLC
367
+ 20.85%
N/A
2.13K $0
Kenvue Inc
590
+ 6.28%
N/A
9.99K $0
ASML
Asml Holding Nv

Technology
112
+ 20.36%
$658.43 - $872.27 $73.7K - $97.7K
662 $458K
Ishares Bitcoin Trust ETF
1.75K
+ 19.48%
N/A
10.7K $0
PDEC
Innovator U.S. Equity Power Bu
257
+ 3.61%
N/A
7.37K $0
Ishares Tr
166
+ 0.24%
N/A
68.7K $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
CB
Chubb LTD

Financial Services
46
+ 2.51%
$271.57 - $301.89 $12.5K - $13.9K
1.88K $518K
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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