Sound View Wealth Advisors Group, LLC Reduced Holdings in Q1 2024

Sound View Wealth Advisors Group, LLC

  • $933 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-43.8K
- 15.62%
$169.0 - $195.18 $7.4M - $8.55M
237K $40.6M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-71.8K
- 68.21%
$39.69 - $41.74 $2.85M - $3M
33.5K $1.4M
TSLA
Tesla, Inc.

Consumer Cyclical
-774
- 2.1%
$162.5 - $248.42 $126K - $192K
36.1K $6.35M
PM
Philip Morris International Inc.

Consumer Defensive
-25.1K
- 56.13%
$88.98 - $96.29 $2.23M - $2.42M
19.6K $1.8M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-21.4K
- 67.63%
$70.0 - $76.87 $1.5M - $1.65M
10.3K $717K
MO
Altria Group, Inc.

Consumer Defensive
-39.2K
- 50.72%
$39.73 - $44.95 $1.56M - $1.76M
38.1K $1.66M
LOW
Lowes Companies Inc

Consumer Cyclical
-7.19K
- 53.52%
$210.55 - $261.0 $1.51M - $1.88M
6.24K $1.59M
KHC
Kraft Heinz CO

Consumer Defensive
-30.5K
- 76.64%
$34.16 - $38.55 $1.04M - $1.17M
9.29K $342K
AMGN
Amgen Inc

Healthcare
-3.34K
- 11.51%
$268.87 - $324.56 $899K - $1.09M
25.7K $7.31M
TXN
Texas Instruments Inc

Technology
-5.8K
- 29.45%
$156.85 - $175.27 $910K - $1.02M
13.9K $2.42M
NSC
Norfolk Southern Corp

Industrials
-2.99K
- 44.08%
$226.14 - $263.13 $676K - $786K
3.79K $966K
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
-28.1K
- 3.49%
$24.89 - $25.05 $700K - $704K
778K $19.5M
MCD
Mcdonalds Corp

Consumer Cyclical
-661
- 2.52%
$278.58 - $300.53 $184K - $199K
25.5K $7.2M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-20.2K
- 2.25%
$23.76 - $23.98 $480K - $484K
878K $21M
INTC
Intel Corp

Technology
-2.11K
- 3.01%
$41.83 - $49.55 $88.4K - $105K
68.2K $3.01M
V
Visa Inc.

Financial Services
-3.17K
- 13.68%
$257.98 - $290.37 $817K - $919K
20K $5.57M
PPL
Ppl Corp

Utilities
-16.7K
- 45.16%
$25.44 - $27.99 $426K - $468K
20.3K $559K
XLV
Select Sector Spdr Fund Health

ETFs
-5.57K
- 15.8%
$138.48 - $147.86 $771K - $823K
29.7K $4.38M
WCN
Waste Connections, Inc.

Industrials
-3.44K
- 40.62%
$146.48 - $172.13 $504K - $593K
5.03K $865K
XLK
Technology Sector Spdr

ETFs
-3.91K
- 14.9%
$184.12 - $211.02 $719K - $824K
22.3K $4.65M
DGRO
Ishares Core Dividend Growth E

ETFs
-21.7K
- 10.61%
$53.33 - $58.06 $1.16M - $1.26M
183K $10.6M
TSCO
Tractor Supply CO

Consumer Cyclical
-2.24K
- 53.04%
$212.65 - $266.17 $476K - $596K
1.98K $518K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-16.7K
- 7.68%
$75.25 - $80.63 $1.26M - $1.35M
201K $16.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.96K
- 10.72%
$396.28 - $446.38 $1.17M - $1.32M
24.6K $10.9M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-7.37K
- 9.27%
$47.16 - $47.73 $347K - $352K
72.1K $3.42M
NEE
Nextera Energy Inc

Utilities
-8.3K
- 15.21%
$54.97 - $63.91 $456K - $530K
46.2K $2.96M
HCA
Hca Healthcare, Inc.

Healthcare
-2.4K
- 32.12%
$272.08 - $333.53 $653K - $801K
5.08K $1.69M
GD
General Dynamics Corp

Industrials
-2.34K
- 16.19%
$249.34 - $282.55 $582K - $660K
12.1K $3.42M
ROK
Rockwell Automation, Inc

Industrials
-710
- 11.32%
$253.28 - $307.22 $180K - $218K
5.56K $1.62M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.83K
- 8.62%
$96.75 - $99.37 $274K - $281K
30K $2.94M
VUG
Vanguard Growth ETF

ETFs
-1.87K
- 18.6%
$301.05 - $346.61 $562K - $647K
8.16K $2.81M
PFE
Pfizer Inc

Healthcare
-6.21K
- 4.88%
$25.89 - $29.73 $161K - $185K
121K $3.36M
AON
Aon PLC

Financial Services
-1.36K
- 39.27%
$288.02 - $333.79 $391K - $453K
2.1K $699K
EFX
Equifax Inc

Industrials
-1.56K
- 25.28%
$233.03 - $273.59 $363K - $427K
4.61K $1.23M
VNQ
Vanguard Specialized Funds Van

ETFs
-3.14K
- 52.73%
$82.58 - $89.12 $259K - $280K
2.81K $243K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-13.5K
- 53.73%
$21.05 - $22.52 $285K - $305K
11.7K $262K
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-13.3K
- 57.89%
$20.72 - $21.42 $275K - $285K
9.67K $206K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-5.91K
- 0.96%
$24.69 - $25.14 $146K - $149K
607K $15.1M
XLP
Consumer Staples Sector Spdr

ETFs
-5.24K
- 15.24%
$71.59 - $76.36 $375K - $400K
29.2K $2.23M
PEP
Pepsico Inc

Consumer Defensive
-2.23K
- 7.22%
$162.04 - $175.01 $362K - $390K
28.7K $5.01M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-8.18K
- 45.48%
$22.66 - $23.29 $185K - $191K
9.81K $225K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-3.77K
- 0.5%
$23.67 - $24.03 $89.1K - $90.5K
742K $17.7M
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
-6.75K
- 5.97%
$25.9 - $25.98 $175K - $175K
106K $2.76M
IBMO
Ishares Tr Ibonds December 202

ETFs
-5.94K
- 4.79%
$25.35 - $25.52 $151K - $152K
118K $2.99M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-5.35K
- 42.32%
$32.98 - $35.38 $176K - $189K
7.29K $257K
EXR
Extra Space Storage Inc.

Real Estate
-499
- 7.38%
$138.07 - $164.4 $68.9K - $82K
6.26K $920K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-5.67K
- 4.79%
$26.4 - $26.55 $150K - $151K
113K $2.98M
NKE
Nike, Inc.

Consumer Cyclical
-757
- 12.77%
$92.58 - $107.18 $70.1K - $81.1K
5.17K $485K
AZN
Astrazeneca PLC

Healthcare
-2.45K
- 11.21%
$61.03 - $69.57 $150K - $170K
19.4K $1.32M
Activity Summary
Buys All Purchases 79 New Holdings 12 Increased Positions 67 Sells All Sells 263 Reductions 263 Sold out 0 Options Calls 0 Puts 0
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