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
WELL
Welltower Inc.

Real Estate
1.2K
+ 54.92%
$104.0 - $129.74 $124K - $155K
3.37K $431K
BAC
Bank Of America Corp

Financial Services
5.12K
+ 7.86%
$36.65 - $44.13 $187K - $226K
70.2K $2.79M
WCN
Waste Connections, Inc.

Industrials
978
+ 19.43%
$173.92 - $186.5 $170K - $182K
6.01K $1.07M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
1.42K
+ 21.27%
$100.57 - $116.37 $143K - $165K
8.11K $903K
PAYX
Paychex Inc

Industrials
227
+ 2.25%
$116.17 - $135.19 $26.4K - $30.7K
10.3K $1.38M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
482
+ 20.79%
$256.4 - $289.78 $124K - $140K
2.8K $795K
CVX
Chevron Corp

Energy
3.61K
+ 9.6%
$137.88 - $161.97 $498K - $585K
41.2K $6.07M
IBMO
Ishares Tr Ibonds December 202

ETFs
5.42K
+ 4.0%
$25.26 - $25.66 $137K - $139K
141K $3.62M
EVRG
Evergy, Inc.

Utilities
2.35K
+ 58.31%
$52.46 - $62.01 $123K - $146K
6.37K $395K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.5K
+ 13.04%
$84.77 - $97.13 $127K - $146K
13K $1.25M
NXPI
Nxp Semiconductors N.V.

Technology
1.08K
+ 39.26%
$225.14 - $290.78 $243K - $314K
3.83K $918K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
2.12K
+ 3.81%
$47.18 - $48.74 $100K - $103K
57.8K $2.81M
ISRG
Intuitive Surgical Inc

Healthcare
92
+ 3.29%
$416.14 - $494.01 $38.3K - $45.4K
2.89K $1.42M
SLF
Sun Life Financial Inc

Financial Services
1.91K
+ 27.34%
$47.07 - $58.09 $89.9K - $111K
8.89K $515K
DIS
Walt Disney CO

Communication Services
2.18K
+ 16.68%
$85.6 - $98.61 $186K - $215K
15.2K $1.46M
IBB
Ishares Biotechnology ETF

ETFs
820
+ 14.53%
$135.09 - $149.47 $111K - $123K
6.46K $940K
TRV
Travelers Companies, Inc.

Financial Services
388
+ 16.09%
$201.87 - $242.35 $78.3K - $94K
2.8K $655K
T
At&T Inc.

Communication Services
4.23K
+ 17.09%
$18.21 - $22.28 $76.9K - $94.1K
28.9K $636K
NFLX
Netflix Inc

Communication Services
148
+ 9.0%
$598.55 - $722.26 $88.6K - $107K
1.79K $1.27M
HON
Honeywell International Inc

Industrials
1.01K
+ 13.59%
$196.73 - $220.21 $199K - $223K
8.46K $1.75M
DVY
Ishares Tr

ETFs
62
+ 0.59%
$119.99 - $135.74 $7.44K - $8.42K
10.7K $1.44M
MS
Morgan Stanley

Financial Services
1.21K
+ 26.92%
$92.07 - $106.96 $111K - $130K
5.71K $595K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
4.9K
+ 3.78%
$26.42 - $26.67 $130K - $131K
135K $3.59M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
1.72K
+ 91.27%
$124.33 - $156.75 $213K - $269K
3.59K $448K
GOOG
Alphabet Inc.

Communication Services
6.59K
+ 11.23%
$149.54 - $192.66 $985K - $1.27M
65.2K $10.9M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.87K
+ 5.02%
$24.91 - $25.63 $96.5K - $99.3K
81K $2.08M
IBMP
Ishares Tr Ibonds December 202

ETFs
3.83K
+ 3.66%
$24.92 - $25.47 $95.5K - $97.7K
109K $2.77M
USB
Us Bancorp \De\

Financial Services
1.27K
+ 9.31%
$39.04 - $47.23 $49.7K - $60.2K
15K $683K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
320
+ 10.74%
$460.0 - $505.78 $147K - $162K
3.3K $1.53M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
907
+ 14.96%
$97.05 - $106.1 $88K - $96.2K
6.97K $736K
IWN
Ishares Russell2000 Val ETF

ETFs
516
+ 15.42%
$150.05 - $171.34 $77.4K - $88.4K
3.86K $644K
FNF
Fidelity National Financial, Inc.

Financial Services
664
+ 9.32%
$48.08 - $62.04 $31.9K - $41.2K
7.79K $483K
FIX
Comfort Systems Usa Inc

Industrials
150
+ 19.13%
$292.14 - $396.82 $43.8K - $59.5K
934 $364K
NKE
Nike, Inc.

Consumer Cyclical
617
+ 11.14%
$71.09 - $89.44 $43.9K - $55.2K
6.16K $543K
VB
Vanguard Small Cap ETF

ETFs
213
+ 5.43%
$214.77 - $237.72 $45.7K - $50.6K
4.14K $981K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
1.18K
+ 15.54%
$104.47 - $116.17 $123K - $137K
8.75K $944K
ITCI
Intra Cellular Therapies, Inc.

Healthcare
1.35K
+ 27.38%
$67.99 - $80.84 $91.4K - $109K
6.26K $457K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
1.63K
+ 14.57%
$49.94 - $56.3 $81.2K - $91.5K
12.8K $718K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
384
+ 5.91%
$105.53 - $118.34 $40.5K - $45.4K
6.89K $805K
MCO
Moodys Corp

Financial Services
36
+ 2.13%
$421.49 - $494.67 $15.2K - $17.8K
1.73K $818K
SPG
Simon Property Group Inc

Real Estate
132
+ 2.71%
$146.09 - $170.11 $19.3K - $22.5K
5.01K $846K
AON
Aon PLC

Financial Services
9
+ 0.46%
$293.16 - $351.06 $2.64K - $3.16K
1.98K $684K
ET
Energy Transfer LP

Energy
6.9K
+ 15.87%
$15.43 - $16.44 $106K - $113K
50.3K $808K
AMT
American Tower Corp

Real Estate
210
+ 15.24%
$192.27 - $242.73 $40.4K - $51K
1.59K $369K
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
3.54K
+ 2.91%
$25.97 - $26.11 $92K - $92.5K
125K $3.27M
C
Citigroup Inc

Financial Services
1.58K
+ 29.46%
$56.11 - $67.61 $88.8K - $107K
6.96K $435K
ACN
Accenture PLC

Technology
79
+ 6.07%
$295.44 - $355.81 $23.3K - $28.1K
1.38K $488K
HPQ
Hp Inc

Technology
2.31K
+ 30.02%
$32.02 - $38.11 $73.8K - $87.8K
9.98K $358K
CB
Chubb LTD

Financial Services
110
+ 6.4%
$252.51 - $292.2 $27.8K - $32.1K
1.83K $527K
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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