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

Sound View Wealth Advisors Group, LLC

  • $1.21 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
INTC
Intel Corp

Technology
-7.16K
- 11.31%
$18.9 - $34.87 $135K - $250K
56.2K $1.32M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-3.71K
- 57.54%
$113.45 - $126.18 $421K - $468K
2.74K $345K
FHI
Federated Hermes, Inc.

Financial Services
-12.3K
- 33.91%
$32.18 - $37.3 $395K - $458K
23.9K $879K
UPS
United Parcel Service Inc

Industrials
-1.95K
- 36.57%
$123.32 - $147.38 $241K - $288K
3.39K $461K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-1.95K
- 35.84%
$108.44 - $120.37 $211K - $234K
3.49K $419K
FCX
Freeport Mcmoran Inc

Basic Materials
-3.44K
- 39.57%
$39.52 - $51.92 $136K - $179K
5.26K $262K
CME
Cme Group Inc.

Financial Services
-1.01K
- 30.38%
$193.43 - $220.62 $195K - $222K
2.31K $508K
SCHW
Schwab Charles Corp

Financial Services
-601
- 13.16%
$61.74 - $76.08 $37.1K - $45.7K
3.97K $256K
VDE
Vanguard Energy ETF

ETFs
-400
- 16.65%
$117.44 - $131.06 $47K - $52.4K
2K $245K
POCT
Innovator U.S. Equity Power Bu

ETFs
-1.66K
- 8.71%
$37.79 - $38.95 $62.6K - $64.5K
17.4K $676K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-1.85K
- 13.3%
$33.61 - $35.94 $62.3K - $66.6K
12.1K $434K
VDC
Vanguard Consumer Staples ETF

ETFs
-225
- 15.1%
$201.77 - $221.32 $45.4K - $49.8K
1.27K $276K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-913
- 9.8%
$46.18 - $48.92 $42.2K - $44.7K
8.41K $408K
MUB
Ishares National Muni Bond ETF

ETFs
-399
- 4.7%
$106.13 - $108.7 $42.3K - $43.4K
8.09K $878K
YUM
Yum Brands Inc

Consumer Cyclical
-280
- 11.98%
$125.95 - $139.96 $35.3K - $39.2K
2.06K $287K
BDX
Becton Dickinson & CO

Healthcare
-39
- 3.59%
$221.47 - $242.41 $8.64K - $9.45K
1.05K $252K
PDEC
Innovator U.S. Equity Power Bu
-980
- 12.11%
N/A
7.11K $0
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-716
- 4.88%
$10.51 - $11.28 $7.53K - $8.08K
14K $157K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
-604
- 4.27%
$11.13 - $12.0 $6.72K - $7.25K
13.5K $162K
RSG
Republic Services, Inc.

Industrials
-1
- 0.05%
$189.34 - $208.21 $189 - $208
1.92K $385K
VTWO
Vanguard Russell 2000 ETF

ETFs
-12
- 0.41%
$81.17 - $90.77 $974 - $1.09K
2.92K $260K
TSCO
Tractor Supply CO

Consumer Cyclical
-46
- 2.41%
$251.95 - $290.93 $11.6K - $13.4K
1.87K $542K
HSY
Hershey CO

Consumer Defensive
-1
- 0.03%
$182.45 - $203.25 $182 - $203
3.86K $740K
GLW
Corning Inc

Technology
-66
- 1.1%
$37.76 - $46.2 $2.49K - $3.05K
5.91K $266K
ETN
Eaton Corp PLC

Industrials
-87
- 2.39%
$272.52 - $333.02 $23.7K - $29K
3.55K $1.18M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-417
- 4.6%
$31.07 - $39.36 $13K - $16.4K
8.65K $316K
IWP
Ishares Russell Mid Cap Growth

ETFs
-100
- 1.25%
$103.87 - $117.59 $10.4K - $11.8K
7.88K $924K
UL
Unilever PLC

Consumer Defensive
-490
- 6.48%
$54.7 - $65.59 $26.8K - $32.1K
7.07K $459K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-399
- 0.87%
$51.02 - $52.74 $20.4K - $21K
45.6K $2.4M
SJM
J M Smucker CO

Consumer Defensive
-57
- 1.27%
$109.12 - $122.4 $6.22K - $6.98K
4.42K $535K
UTG
Reaves Utility Income Fund

Financial Services
-1.16K
- 7.07%
$27.16 - $32.8 $31.6K - $38.2K
15.3K $501K
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.18K
- 2.9%
$31.18 - $33.5 $67.8K - $72.9K
72.8K $2.42M
SNY
Sanofi

Healthcare
-12
- 0.18%
$48.54 - $58.53 $582 - $702
6.78K $390K
UNP
Union Pacific Corp

Industrials
-44
- 1.08%
$221.78 - $256.09 $9.76K - $11.3K
4.05K $997K
IWS
Ishares Russell Midcap Value E

ETFs
-30
- 0.42%
$119.52 - $132.25 $3.59K - $3.97K
7.04K $931K
SHOP
Shopify Inc.

Technology
-397
- 4.26%
$52.26 - $80.75 $20.7K - $32.1K
8.93K $715K
NOC
Northrop Grumman Corp

Industrials
-16
- 0.91%
$423.73 - $533.14 $6.78K - $8.53K
1.75K $924K
ITW
Illinois Tool Works Inc

Industrials
-37
- 0.43%
$233.14 - $263.97 $8.63K - $9.77K
8.61K $2.26M
PEG
Public Service Enterprise Group Inc

Utilities
-97
- 0.67%
$73.58 - $89.21 $7.14K - $8.65K
14.3K $1.27M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-16
- 0.02%
$71.45 - $75.64 $1.14K - $1.21K
89.1K $6.69M
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
Track This Portfolio

Track Sound View Wealth Advisors Group, LLC Portfolio

Follow Sound View Wealth Advisors Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound View Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound View Wealth Advisors Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email