Sound View Wealth Advisors Group, LLC New Holdings in Q3 2024

Sound View Wealth Advisors Group, LLC

  • $1.21 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BYRN
Byrna Technologies Inc.

Industrials
106K
New
$8.25 - $18.3 $878K - $1.95M
106K $1.81M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
120K
New
$9.97 - $11.33 $1.2M - $1.36M
120K $1.32M
RACE
Ferrari N.V.

Consumer Cyclical
2.21K
New
$405.92 - $496.79 $896K - $1.1M
2.21K $1.04M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
13K
New
$56.29 - $62.74 $732K - $816K
13K $816K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
11.1K
New
$46.29 - $48.52 $512K - $536K
11.1K $534K
MAR
Marriott International Inc

Consumer Cyclical
1.99K
New
$211.35 - $255.11 $420K - $507K
1.99K $493K
USXF
Ishares Esg Advanced Msci Usa

Technology
9.91K
New
$43.59 - $49.35 $432K - $489K
9.91K $486K
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.28K
New
$113.41 - $125.62 $372K - $412K
3.28K $411K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
17.6K
New
$21.61 - $22.87 $381K - $403K
17.6K $400K
DSI
Ishares Msci Kld 400 Social Et

ETFs
3.5K
New
$97.81 - $108.79 $342K - $381K
3.5K $380K
CEG
Constellation Energy Corp

Utilities
1.34K
New
$167.08 - $262.86 $224K - $352K
1.34K $348K
CW
Curtiss Wright Corp

Industrials
1.02K
New
$265.18 - $332.22 $269K - $337K
1.02K $333K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3.2K
New
$91.37 - $101.65 $293K - $326K
3.2K $325K
SBUX
Starbucks Corp

Consumer Cyclical
3.21K
New
$72.51 - $98.6 $233K - $317K
3.21K $312K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
4.11K
New
$66.56 - $75.11 $273K - $309K
4.11K $306K
AIG
American International Group, Inc.

Financial Services
4.18K
New
$70.16 - $79.23 $293K - $331K
4.18K $305K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.86K
New
$57.22 - $80.08 $221K - $309K
3.86K $300K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
810
New
$305.34 - $350.41 $247K - $284K
810 $279K
SRE
Sempra Energy

Utilities
3.29K
New
$74.97 - $84.04 $247K - $276K
3.29K $274K
UBER
Uber Technologies, Inc

Technology
3.47K
New
$58.48 - $77.47 $203K - $269K
3.47K $260K
WWD
Woodward, Inc.

Industrials
1.51K
New
$151.73 - $187.23 $230K - $283K
1.51K $259K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
4.04K
New
$41.77 - $67.84 $169K - $274K
4.04K $257K
XEL
Xcel Energy Inc

Utilities
3.87K
New
$52.11 - $65.3 $202K - $253K
3.87K $252K
TD
Toronto Dominion Bank

Financial Services
3.82K
New
$54.54 - $64.56 $208K - $247K
3.82K $241K
BKNG
Booking Holdings Inc.

Consumer Cyclical
57
New
$3305.62 - $4268.05 $188K - $243K
57 $240K
CAH
Cardinal Health Inc

Healthcare
2.18K
New
$93.74 - $114.66 $204K - $250K
2.18K $240K
SHW
Sherwin Williams CO

Basic Materials
631
New
$294.65 - $384.0 $186K - $242K
631 $240K
EXC
Exelon Corp

Utilities
5.92K
New
$34.24 - $40.55 $203K - $240K
5.92K $240K
ENB
Enbridge Inc

Energy
5.84K
New
$35.27 - $41.18 $206K - $241K
5.84K $237K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
17.7K
New
$12.25 - $13.1 $217K - $232K
17.7K $232K
CTAS
Cintas Corp

Industrials
1.13K
New
$201.38 - $819.83 $227K - $924K
1.13K $231K
LNT
Alliant Energy Corp

Utilities
3.78K
New
$50.74 - $60.74 $192K - $230K
3.78K $229K
HAS
Hasbro, Inc.

Consumer Cyclical
3.18K
New
$56.54 - $72.32 $180K - $230K
3.18K $229K
BIIB
Biogen Inc.

Healthcare
1.16K
New
$189.07 - $236.8 $220K - $276K
1.16K $225K
VNQ
Vanguard Specialized Funds Van

ETFs
2.27K
New
$82.97 - $98.97 $189K - $225K
2.27K $221K
ALL
Allstate Corp

Financial Services
1.16K
New
$158.43 - $192.86 $183K - $223K
1.16K $219K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
3.01K
New
$67.43 - $74.23 $203K - $224K
3.01K $219K
KRYS
Krystal Biotech, Inc.

Healthcare
1.2K
New
$174.7 - $213.66 $210K - $256K
1.2K $218K
STLA
Stellantis N.V.

Consumer Cyclical
15.5K
New
$14.05 - $20.71 $218K - $321K
15.5K $217K
FV
First Trust Dorsey Wright Focu

ETFs
3.7K
New
$51.35 - $59.82 $190K - $221K
3.7K $215K
CTSH
Cognizant Technology Solutions Corp

Technology
2.76K
New
$66.89 - $77.87 $184K - $215K
2.76K $212K
MAIN
Main Street Capital Corp

Financial Services
4.2K
New
$47.05 - $52.25 $198K - $220K
4.2K $210K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.17K
New
$162.83 - $179.16 $191K - $210K
1.17K $209K
CLX
Clorox CO

Consumer Defensive
1.27K
New
$131.73 - $166.97 $167K - $212K
1.27K $206K
AYI
Acuity Brands Inc

Industrials
737
New
$222.88 - $275.47 $164K - $203K
737 $203K
ANSS
Ansys Inc

Technology
634
New
$296.54 - $331.25 $188K - $210K
634 $201K
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.11K
New
$59.25 - $65.33 $184K - $203K
3.11K $201K
GAB
Gabelli Equity Trust Inc

Financial Services
35K
New
$5.15 - $5.6 $180K - $196K
35K $192K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
16.2K
New
$10.38 - $11.34 $168K - $183K
16.2K $183K
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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