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
GIS
General Mills Inc

Consumer Defensive
596
+ 1.57%
$62.5 - $75.15 $37.3K - $44.8K
38.5K $2.84M
SYK
Stryker Corp

Healthcare
1K
+ 25.48%
$315.94 - $371.96 $316K - $372K
4.92K $1.78M
AEP
American Electric Power CO Inc

Utilities
1.39K
+ 6.96%
$87.11 - $104.95 $121K - $146K
21.4K $2.19M
GLD
Spdr Gold Trust

ETFs
372
+ 3.03%
$215.56 - $246.98 $80.2K - $91.9K
12.7K $3.08M
WEC
Wec Energy Group, Inc.

Utilities
3.75K
+ 95.08%
$77.68 - $96.19 $291K - $360K
7.69K $739K
VEA
Vanguard Ftse Developed Market

ETFs
7.71K
+ 123.59%
$47.6 - $53.31 $367K - $411K
14K $736K
ADP
Automatic Data Processing Inc

Industrials
136
+ 1.36%
$233.44 - $279.45 $31.7K - $38K
10.1K $2.8M
VCR
Vanguard Consumer Discretionar

ETFs
962
+ 30.49%
$291.88 - $341.94 $281K - $329K
4.12K $1.4M
GOOGL
Alphabet Inc.

Communication Services
5.84K
+ 16.96%
$148.65 - $191.18 $868K - $1.12M
40.3K $6.68M
VZ
Verizon Communications Inc

Communication Services
3.27K
+ 4.93%
$38.89 - $45.0 $127K - $147K
69.6K $3.13M
MGA
Magna International Inc

Consumer Cyclical
9.89K
+ 33.81%
$38.03 - $45.82 $376K - $453K
39.1K $1.61M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.25K
+ 5.47%
$95.1 - $106.76 $119K - $133K
24.1K $2.57M
TXN
Texas Instruments Inc

Technology
1.9K
+ 14.33%
$194.6 - $194.6 $370K - $370K
15.2K $2.96M
CCI
Crown Castle International Corp

Real Estate
981
+ 8.09%
$95.29 - $120.24 $93.5K - $118K
13.1K $1.56M
GE
General Electric CO

Industrials
1.64K
+ 78.55%
$156.66 - $189.66 $256K - $310K
3.72K $701K
BX
Blackstone Inc.

Financial Services
1.07K
+ 15.34%
$120.77 - $159.66 $129K - $171K
8.04K $1.23M
CSCO
Cisco Systems, Inc.

Technology
2.38K
+ 5.85%
$44.74 - $53.22 $106K - $127K
43K $2.29M
INTU
Intuit Inc

Technology
759
+ 21.93%
$602.97 - $670.49 $458K - $509K
4.22K $2.62M
CARR
Carrier Global Corp

Industrials
2.28K
+ 27.03%
$61.9 - $80.88 $141K - $185K
10.7K $863K
DLR
Digital Realty Trust, Inc.

Real Estate
1.09K
+ 7.01%
$144.47 - $162.98 $157K - $177K
16.6K $2.69M
IEFA
Ishares Tr

ETFs
2.65K
+ 12.22%
$70.09 - $78.74 $185K - $208K
24.3K $1.9M
AMD
Advanced Micro Devices Inc

Technology
1.83K
+ 29.21%
$128.67 - $183.96 $235K - $337K
8.1K $1.33M
BLK
Black Rock Inc.

Financial Services
63
+ 4.05%
$782.27 - $949.51 $49.3K - $59.8K
1.62K $1.54M
IAU
Ishares Gold Trust

ETFs
3.24K
+ 12.85%
$44.06 - $50.5 $143K - $164K
28.5K $1.41M
LLY
Eli Lilly & CO

Healthcare
920
+ 3.45%
$772.14 - $960.02 $710K - $883K
27.6K $24.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.5K
+ 105.29%
$57.32 - $62.65 $258K - $282K
8.78K $546K
BAX
Baxter International Inc

Healthcare
3K
+ 8.0%
$32.85 - $40.26 $98.6K - $121K
40.5K $1.54M
WRB
Berkley W R Corp

Financial Services
16.9K
+ 54.6%
$51.54 - $79.62 $872K - $1.35M
47.9K $2.72M
KHC
Kraft Heinz CO

Consumer Defensive
7.22K
+ 82.33%
$31.86 - $36.13 $230K - $261K
16K $561K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.26K
+ 22.8%
$83.76 - $91.82 $189K - $207K
12.1K $1.11M
MA
Mastercard Inc

Financial Services
406
+ 29.38%
$429.6 - $500.99 $174K - $203K
1.79K $882K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.89K
+ 51.77%
$75.32 - $84.37 $218K - $244K
8.47K $708K
TFC
Truist Financial Corp

Financial Services
4.01K
+ 17.26%
$38.22 - $44.94 $153K - $180K
27.2K $1.16M
VO
Vanguard Mid Cap ETF

ETFs
202
+ 2.11%
$237.84 - $263.83 $48K - $53.3K
9.76K $2.57M
KMB
Kimberly Clark Corp

Consumer Defensive
967
+ 3.35%
$135.05 - $148.35 $131K - $143K
29.9K $4.25M
MMM
3 M CO

Industrials
163
+ 2.47%
$99.69 - $139.42 $16.2K - $22.7K
6.76K $924K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.61K
+ 20.36%
$41.9 - $48.26 $151K - $174K
21.3K $1.02M
DEO
Diageo PLC

Consumer Defensive
331
+ 2.4%
$120.02 - $140.77 $39.7K - $46.6K
14.1K $1.98M
PNC
Pnc Financial Services Group, Inc.

Financial Services
90
+ 1.18%
$156.14 - $187.2 $14.1K - $16.8K
7.75K $1.43M
NOW
Service Now, Inc.

Technology
150
+ 16.91%
$730.87 - $937.36 $110K - $141K
1.04K $927K
MRVL
Marvell Technology, Inc.

Technology
2.77K
+ 23.91%
$56.15 - $76.24 $155K - $211K
14.3K $1.03M
GILD
Gilead Sciences, Inc.

Healthcare
906
+ 9.4%
$66.59 - $83.99 $60.3K - $76.1K
10.5K $883K
GS
Goldman Sachs Group Inc

Financial Services
348
+ 32.07%
$459.02 - $510.25 $160K - $178K
1.43K $709K
APD
Air Products & Chemicals, Inc.

Basic Materials
302
+ 9.27%
$247.34 - $300.11 $74.7K - $90.6K
3.56K $1.06M
PANW
Palo Alto Networks Inc

Technology
610
+ 20.19%
$294.18 - $368.01 $179K - $224K
3.63K $1.24M
HDV
Ishares Core High Dividend ETF

ETFs
1.28K
+ 17.86%
$107.62 - $118.76 $138K - $152K
8.47K $996K
O
Realty Income Corp

Real Estate
2.74K
+ 71.43%
$52.36 - $63.42 $143K - $174K
6.58K $417K
DE
Deere & CO

Industrials
89
+ 2.28%
$344.84 - $418.0 $30.7K - $37.2K
3.98K $1.66M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
3.96K
+ 15.48%
$41.93 - $44.13 $166K - $175K
29.5K $1.3M
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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