Sound View Wealth Advisors Group, LLC Reduced Holdings in Q4 2024

Sound View Wealth Advisors Group, LLC

  • $1.23 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-2.29K
- 31.31%
$485.52 - $625.25 $1.11M - $1.43M
5.01K $2.54M
MCD
Mcdonalds Corp

Consumer Cyclical
-4.36K
- 15.25%
$288.47 - $316.54 $1.26M - $1.38M
24.2K $7.02M
INTU
Intuit Inc

Technology
-2.69K
- 63.79%
$602.01 - $706.25 $1.62M - $1.9M
1.53K $960K
ZTS
Zoetis Inc.

Healthcare
-6.77K
- 43.2%
$162.24 - $194.42 $1.1M - $1.32M
8.9K $1.45M
ROK
Rockwell Automation, Inc

Industrials
-5.54K
- 73.66%
$264.65 - $302.92 $1.47M - $1.68M
1.98K $565K
CMCSA
Comcast Corp

Communication Services
-27.6K
- 36.42%
$37.39 - $45.14 $1.03M - $1.25M
48.2K $1.81M
MGA
Magna International Inc

Consumer Cyclical
-32.7K
- 83.63%
$39.47 - $46.46 $1.29M - $1.52M
6.4K $267K
EXR
Extra Space Storage Inc.

Real Estate
-6.42K
- 77.11%
$142.35 - $178.32 $914K - $1.14M
1.91K $285K
CRM
Salesforce, Inc.

Technology
-5.14K
- 41.18%
$270.87 - $367.87 $1.39M - $1.89M
7.34K $2.46M
PFE
Pfizer Inc

Healthcare
-22.6K
- 16.5%
$24.8 - $30.19 $561K - $683K
115K $3.04M
AXP
American Express CO

Financial Services
-4.06K
- 25.71%
$267.35 - $305.57 $1.09M - $1.24M
11.7K $3.48M
CCI
Crown Castle International Corp

Real Estate
-3.37K
- 25.74%
$89.78 - $119.11 $303K - $402K
9.73K $883K
BAX
Baxter International Inc

Healthcare
-10K
- 24.8%
$28.63 - $37.84 $288K - $380K
30.5K $888K
VHT
Vanguard Health Care ETF

ETFs
-566
- 3.58%
$250.81 - $283.3 $142K - $160K
15.2K $3.86M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.16K
- 3.55%
$59.25 - $72.99 $68.7K - $84.6K
31.5K $1.88M
MDT
Medtronic PLC

Healthcare
-2.06K
- 6.09%
$79.61 - $92.24 $164K - $190K
31.7K $2.53M
INTC
Intel Corp

Technology
-15.5K
- 27.66%
$19.07 - $26.23 $296K - $407K
40.6K $814K
EQIX
Equinix Inc

Real Estate
-697
- 22.58%
$865.69 - $985.0 $603K - $687K
2.39K $2.25M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-107
- 2.45%
$501.29 - $612.85 $53.6K - $65.6K
4.25K $2.21M
CVX
Chevron Corp

Energy
-2.24K
- 5.44%
$141.15 - $162.53 $316K - $364K
39K $5.64M
GIS
General Mills Inc

Consumer Defensive
-451
- 1.17%
$62.78 - $74.62 $28.3K - $33.7K
38K $2.43M
AMD
Advanced Micro Devices Inc

Technology
-256
- 3.16%
$118.88 - $172.8 $30.4K - $44.2K
7.84K $946K
DGRO
Ishares Core Dividend Growth E

ETFs
-2.09K
- 1.2%
$60.73 - $64.94 $127K - $136K
172K $10.6M
LOW
Lowes Companies Inc

Consumer Cyclical
-72
- 0.5%
$244.52 - $284.07 $17.6K - $20.5K
14.3K $3.52M
DNP
Dnp Select Income Fund Inc

Financial Services
-2.85K
- 1.06%
$8.82 - $9.96 $25.1K - $28.3K
266K $2.35M
DEO
Diageo PLC

Consumer Defensive
-786
- 5.56%
$118.0 - $139.88 $92.7K - $110K
13.4K $1.7M
PFG
Principal Financial Group Inc

Financial Services
-999
- 4.09%
$74.91 - $91.26 $74.8K - $91.2K
23.4K $1.81M
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.02K
- 5.67%
$160.89 - $176.18 $164K - $180K
16.9K $2.74M
PFF
Ishares Trust Ishares Pfd And

ETFs
-4.11K
- 5.64%
$31.23 - $33.51 $128K - $138K
68.7K $2.16M
ELV
Elevance Health, Inc.

Healthcare
-190
- 16.58%
$365.96 - $514.62 $69.5K - $97.8K
956 $353K
EFX
Equifax Inc

Industrials
-4
- 0.06%
$245.03 - $293.5 $980 - $1.17K
6.16K $1.57M
CDW
Cdw Corp

Technology
-733
- 37.8%
$171.49 - $225.64 $126K - $165K
1.21K $209K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-3.32K
- 5.75%
$47.58 - $48.56 $158K - $161K
54.4K $2.6M
IEFA
Ishares Tr

ETFs
-300
- 1.23%
$70.06 - $77.43 $21K - $23.2K
24K $1.69M
KHC
Kraft Heinz CO

Consumer Defensive
-4.35K
- 27.18%
$30.1 - $36.02 $131K - $157K
11.6K $357K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-228
- 0.58%
$96.64 - $101.23 $22K - $23.1K
39.3K $3.81M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-142
- 0.59%
$99.2 - $108.47 $14.1K - $15.4K
23.9K $2.38M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-83
- 0.43%
$442.29 - $483.08 $36.7K - $40.1K
19.1K $8.65M
BMY
Bristol Myers Squibb CO

Healthcare
-8.68K
- 13.05%
$51.92 - $59.94 $451K - $520K
57.8K $3.27M
FITB
Fifth Third Bancorp

Financial Services
-2.77K
- 3.06%
$41.76 - $48.44 $116K - $134K
87.7K $3.71M
NKE
Nike, Inc.

Consumer Cyclical
-791
- 12.85%
$73.36 - $89.13 $58K - $70.5K
5.37K $406K
MKC
Mccormick & CO Inc

Consumer Defensive
-1.46K
- 33.88%
$73.97 - $84.09 $108K - $123K
2.84K $216K
FHI
Federated Hermes, Inc.

Financial Services
-5.69K
- 23.79%
$36.01 - $43.31 $205K - $247K
18.2K $749K
PM
Philip Morris International Inc.

Consumer Defensive
-671
- 1.5%
$118.38 - $133.06 $79.4K - $89.3K
44.2K $5.31M
CI
Cigna Corp

Healthcare
-75
- 4.94%
$265.59 - $358.58 $19.9K - $26.9K
1.44K $398K
NSC
Norfolk Southern Corp

Industrials
-131
- 1.92%
$230.6 - $277.0 $30.2K - $36.3K
6.7K $1.57M
USB
Us Bancorp \De\

Financial Services
-3.1K
- 20.71%
$43.98 - $53.66 $136K - $166K
11.9K $567K
RACE
Ferrari N.V.

Consumer Cyclical
-30
- 1.36%
$422.83 - $490.34 $12.7K - $14.7K
2.18K $924K
MMM
3 M CO

Industrials
-479
- 7.08%
$124.74 - $137.12 $59.8K - $65.7K
6.29K $811K
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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