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
XLE
Energy Sector Spdr

ETFs
68
+ 1.0%
$83.32 - $97.27 $5.67K - $6.61K
6.89K $589K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
15
+ 0.09%
$10.56 - $11.31 $158 - $170
16.2K $173K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
249
+ 1.41%
$21.66 - $22.69 $5.39K - $5.65K
17.9K $389K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
154
+ 1.39%
$46.52 - $48.32 $7.16K - $7.44K
11.2K $522K
SLB
Schlumberger Limited

Energy
573
+ 5.39%
$36.83 - $45.59 $21.1K - $26.1K
11.2K $429K
HPQ
Hp Inc

Technology
329
+ 3.3%
$32.46 - $39.3 $10.7K - $12.9K
10.3K $336K
CSX
Csx Corp

Industrials
872
+ 3.88%
$31.58 - $36.88 $27.5K - $32.2K
23.4K $753K
CL
Colgate Palmolive CO

Consumer Defensive
881
+ 10.79%
$90.22 - $102.31 $79.5K - $90.1K
9.05K $822K
OTIS
Otis Worldwide Corp

Industrials
185
+ 4.7%
$92.57 - $106.01 $17.1K - $19.6K
4.12K $381K
WM
Waste Management Inc

Industrials
105
+ 1.2%
$201.79 - $228.46 $21.2K - $24K
8.88K $1.79M
HUM
Humana Inc

Healthcare
115
+ 11.78%
$233.89 - $304.18 $26.9K - $35K
1.09K $276K
SCHX
Schwab Strategic Tr Us Large C

ETFs
642K
+ 192.24%
$22.4 - $68.28 $14.4M - $43.8M
976K $22.6M
DVY
Ishares Tr

ETFs
14
+ 0.13%
$129.55 - $143.41 $1.81K - $2.01K
10.7K $1.4M
ITW
Illinois Tool Works Inc

Industrials
127
+ 1.48%
$253.56 - $278.5 $32.2K - $35.4K
8.74K $2.22M
DOW
Dow Inc.

Basic Materials
675
+ 14.36%
$39.1 - $55.34 $26.4K - $37.4K
5.38K $215K
IBB
Ishares Biotechnology ETF

ETFs
335
+ 5.18%
$131.21 - $148.85 $44K - $49.9K
6.8K $898K
SJM
J M Smucker CO

Consumer Defensive
50
+ 1.13%
$106.92 - $121.75 $5.35K - $6.09K
4.47K $492K
TSCO
Tractor Supply CO

Consumer Cyclical
7.49K
+ 401.55%
$52.59 - $303.74 $394K - $2.28M
9.36K $496K
UBER
Uber Technologies, Inc

Technology
67
+ 1.93%
$59.93 - $86.34 $4.02K - $5.78K
3.54K $213K
KLAC
Kla Corp

Technology
154
+ 14.91%
$614.46 - $829.55 $94.6K - $128K
1.19K $747K
AMT
American Tower Corp

Real Estate
130
+ 8.19%
$179.4 - $232.01 $23.3K - $30.2K
1.72K $315K
HSY
Hershey CO

Consumer Defensive
177
+ 4.58%
$168.67 - $193.65 $29.9K - $34.3K
4.04K $684K
O
Realty Income Corp

Real Estate
138
+ 2.1%
$51.76 - $64.71 $7.14K - $8.93K
6.71K $358K
NOC
Northrop Grumman Corp

Industrials
79
+ 4.51%
$466.52 - $543.88 $36.9K - $43K
1.83K $858K
DHR
Danaher Corp

Healthcare
52
+ 3.08%
$226.16 - $274.52 $11.8K - $14.3K
1.74K $399K
CARR
Carrier Global Corp

Industrials
850
+ 7.92%
$66.69 - $82.65 $56.7K - $70.3K
11.6K $790K
GE
General Electric CO

Industrials
11
+ 0.3%
$159.95 - $194.23 $1.76K - $2.14K
3.73K $622K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
29
+ 0.14%
$44.04 - $49.49 $1.28K - $1.44K
21.4K $941K
ED
Consolidated Edison Inc

Utilities
3.24K
+ 12.4%
$88.87 - $107.38 $288K - $348K
29.4K $2.62M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.09K
+ 4.54%
$79.93 - $88.06 $86.8K - $95.6K
25K $2M
DUK
Duke Energy Corp

Utilities
311
+ 1.4%
$105.76 - $120.76 $32.9K - $37.6K
22.5K $2.42M
CAT
Caterpillar Inc

Industrials
519
+ 4.55%
$360.37 - $416.88 $187K - $216K
11.9K $4.33M
VTV
Vanguard Value ETF

ETFs
81
+ 0.28%
$168.32 - $181.87 $13.6K - $14.7K
29.4K $4.98M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
136
+ 4.12%
$396.64 - $516.74 $53.9K - $70.3K
3.44K $1.38M
AMAT
Applied Materials Inc

Technology
23
+ 0.52%
$161.44 - $213.89 $3.71K - $4.92K
4.45K $723K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.23K
+ 1.38%
$71.75 - $75.11 $88.3K - $92.4K
90.3K $6.5M
QCOM
Qualcomm Inc

Technology
1.08K
+ 4.73%
$150.4 - $178.04 $162K - $192K
23.9K $3.67M
AEP
American Electric Power CO Inc

Utilities
34
+ 0.16%
$90.91 - $102.21 $3.09K - $3.48K
21.4K $1.97M
KMB
Kimberly Clark Corp

Consumer Defensive
729
+ 2.44%
$130.37 - $146.09 $95K - $106K
30.6K $4.01M
XLV
Select Sector Spdr Fund Health

ETFs
3.33K
+ 7.44%
$136.28 - $154.74 $454K - $515K
48.1K $6.62M
PEP
Pepsico Inc

Consumer Defensive
1.72K
+ 5.5%
$151.29 - $176.1 $261K - $303K
33K $5.02M
PG
Procter & Gamble CO

Consumer Defensive
1.11K
+ 1.24%
$161.05 - $179.7 $178K - $199K
90.5K $15.2M
LMT
Lockheed Martin Corp

Industrials
21
+ 0.59%
$479.66 - $614.62 $10.1K - $12.9K
3.6K $1.75M
XOM
Exxon Mobil Corp

Energy
2.55K
+ 3.8%
$105.51 - $125.37 $269K - $319K
69.6K $7.48M
GD
General Dynamics Corp

Industrials
321
+ 2.49%
$260.28 - $314.03 $83.5K - $101K
13.2K $3.48M
NEE
Nextera Energy Inc

Utilities
798
+ 1.72%
$69.77 - $85.43 $55.7K - $68.2K
47.1K $3.38M
SO
Southern CO

Utilities
2.11K
+ 2.3%
$81.5 - $94.15 $172K - $199K
94K $7.74M
HCA
Hca Healthcare, Inc.

Healthcare
531
+ 7.96%
$297.52 - $415.61 $158K - $221K
7.2K $2.16M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
183
+ 8.95%
$701.85 - $1046.91 $128K - $192K
2.23K $1.59M
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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