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
XLF
Financial Sector Spdr

ETFs
1.23K
+ 15.73%
$40.84 - $45.74 $50.4K - $56.4K
9.08K $411K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
83
+ 4.23%
$1024.09 - $1201.76 $85K - $99.7K
2.04K $2.15M
DHR
Danaher Corp

Healthcare
162
+ 10.62%
$239.25 - $280.76 $38.8K - $45.5K
1.69K $468K
EPD
Enterprise Products Partners L.P.

Energy
1.8K
+ 0.72%
$27.88 - $30.0 $50.2K - $54K
250K $7.29M
MET
Metlife Inc

Financial Services
212
+ 3.87%
$67.96 - $82.48 $14.4K - $17.5K
5.69K $468K
ICE
Intercontinental Exchange, Inc.

Financial Services
133
+ 5.12%
$136.93 - $162.81 $18.2K - $21.7K
2.73K $438K
FIS
Fidelity National Information Services, Inc.

Technology
703
+ 26.21%
$72.8 - $85.04 $51.2K - $59.8K
3.39K $283K
GPN
Global Payments Inc

Industrials
177
+ 1.61%
$92.66 - $112.97 $16.4K - $20K
11.2K $1.14M
WY
Weyerhaeuser CO

Real Estate
567
+ 5.21%
$27.05 - $33.84 $15.3K - $19.2K
11.5K $387K
CL
Colgate Palmolive CO

Consumer Defensive
234
+ 2.95%
$95.54 - $108.77 $22.4K - $25.5K
8.16K $847K
BCC
Boise Cascade CO

Basic Materials
200
+ 9.12%
$114.59 - $144.69 $22.9K - $28.9K
2.39K $337K
EMR
Emerson Electric CO

Industrials
946
+ 2.37%
$98.19 - $118.87 $92.9K - $112K
40.8K $4.46M
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
676
+ 10.25%
$69.59 - $79.2 $47K - $53.5K
7.27K $560K
IEF
Ishares Barclays

ETFs
100
+ 0.76%
$92.67 - $99.14 $9.27K - $9.91K
13.3K $1.3M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
857
+ 9.71%
$42.22 - $48.62 $36.2K - $41.7K
9.68K $450K
STZ
Constellation Brands, Inc.

Consumer Defensive
256
+ 31.6%
$236.42 - $259.82 $60.5K - $66.5K
1.07K $274K
BK
Bank Of New York Mellon Corp

Financial Services
327
+ 9.45%
$59.54 - $72.17 $19.5K - $23.6K
3.79K $272K
MU
Micron Technology Inc

Technology
1.12K
+ 52.41%
$86.27 - $136.82 $96.5K - $153K
3.25K $337K
LNC
Lincoln National Corp

Financial Services
1.65K
+ 14.13%
$28.71 - $34.05 $47.4K - $56.2K
13.3K $419K
MTB
M&T Bank Corp

Financial Services
94
+ 6.46%
$146.49 - $179.85 $13.8K - $16.9K
1.55K $275K
IEMG
Ishares Inc

ETFs
990
+ 8.03%
$53.64 - $53.64 $53.1K - $53.1K
13.3K $714K
PSX
Phillips 66

Energy
571
+ 25.65%
$125.0 - $147.17 $71.4K - $84K
2.8K $367K
DRI
Darden Restaurants Inc

Consumer Cyclical
108
+ 4.26%
$138.06 - $172.74 $14.9K - $18.7K
2.64K $433K
CMI
Cummins Inc

Industrials
6
+ 0.59%
$266.63 - $326.4 $1.6K - $1.96K
1.02K $330K
SYY
Sysco Corp

Consumer Defensive
139
+ 2.39%
$69.16 - $78.98 $9.61K - $11K
5.95K $464K
TGT
Target Corp

Consumer Defensive
64
+ 1.36%
$133.47 - $159.25 $8.54K - $10.2K
4.77K $743K
GPC
Genuine Parts CO

Consumer Cyclical
312
+ 10.23%
$131.04 - $147.11 $40.9K - $45.9K
3.36K $469K
CVS
Cvs Health Corp

Healthcare
473
+ 10.56%
$55.81 - $63.18 $26.4K - $29.9K
4.95K $311K
D
Dominion Energy, Inc

Utilities
79
+ 1.63%
$48.01 - $58.53 $3.79K - $4.62K
4.92K $284K
VFH
Vanguard Financial ETF

ETFs
79
+ 2.12%
$99.27 - $111.21 $7.84K - $8.79K
3.81K $418K
AZN
Astrazeneca PLC

Healthcare
588
+ 3.12%
$76.67 - $87.62 $45.1K - $51.5K
19.4K $1.51M
BR
Broadridge Financial Solutions, Inc.

Technology
79
+ 5.27%
$196.56 - $218.55 $15.5K - $17.3K
1.58K $339K
SPGI
S&P Global Inc.

Financial Services
13
+ 2.48%
$446.32 - $527.38 $5.8K - $6.86K
538 $277K
AWK
American Water Works Company, Inc.

Utilities
49
+ 2.56%
$127.76 - $149.9 $6.26K - $7.35K
1.96K $287K
OTIS
Otis Worldwide Corp

Industrials
86
+ 2.23%
$91.43 - $104.43 $7.86K - $8.98K
3.94K $409K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
344
+ 6.15%
$54.38 - $59.77 $18.7K - $20.6K
5.94K $351K
USLM
United States Lime & Minerals Inc

Basic Materials
4K
+ 301.89%
$69.25 - $395.38 $277K - $1.58M
5.33K $520K
CI
Cigna Corp

Healthcare
38
+ 2.57%
$319.12 - $367.1 $12.1K - $13.9K
1.52K $525K
COF
Capital One Financial Corp

Financial Services
82
+ 4.44%
$131.42 - $153.05 $10.8K - $12.6K
1.93K $288K
ALB
Albemarle Corp

Basic Materials
356
+ 16.88%
$72.85 - $100.09 $25.9K - $35.6K
2.47K $233K
AZO
Autozone Inc

Consumer Cyclical
1
+ 0.68%
$2815.0 - $3212.87 $2.82K - $3.21K
149 $469K
DDOG
Datadog, Inc.

Technology
500
+ 27.32%
$104.97 - $134.56 $52.5K - $67.3K
2.33K $268K
CSX
Csx Corp

Industrials
160
+ 0.72%
$32.48 - $35.45 $5.2K - $5.67K
22.5K $776K
COP
Conocophillips

Energy
740
+ 13.67%
$102.3 - $116.61 $75.7K - $86.3K
6.15K $647K
DOW
Dow Inc.

Basic Materials
399
+ 9.27%
$50.15 - $55.41 $20K - $22.1K
4.7K $256K
WSO
Watsco Inc

Industrials
3
+ 0.33%
$448.73 - $519.89 $1.35K - $1.56K
902 $443K
CDNS
Cadence Design Systems Inc

Technology
228
+ 23.75%
$246.84 - $321.11 $56.3K - $73.2K
1.19K $321K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
281
+ 9.8%
$211.47 - $281.27 $59.4K - $79K
3.15K $772K
VBK
Vanguard Small Cap Growth ETF

ETFs
11
+ 0.92%
$240.48 - $267.94 $2.65K - $2.95K
1.2K $321K
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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