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
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-426
- 15.21%
$278.19 - $315.36 $119K - $134K
2.37K $683K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-551
- 6.5%
$75.1 - $82.99 $41.4K - $45.7K
7.92K $598K
TGT
Target Corp

Consumer Defensive
-71
- 1.49%
$121.59 - $160.69 $8.63K - $11.4K
4.7K $635K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-1.84K
- 19.01%
$43.84 - $48.76 $80.7K - $89.7K
7.84K $345K
IWD
Ishares Russell 1000 Val ETF

ETFs
-301
- 3.18%
$183.23 - $199.79 $55.2K - $60.1K
9.16K $1.7M
ORCL
Oracle Corp

Technology
-88
- 0.39%
$165.41 - $192.43 $14.6K - $16.9K
22.7K $3.78M
IWN
Ishares Russell2000 Val ETF

ETFs
-513
- 13.28%
$162.69 - $181.35 $83.5K - $93K
3.35K $549K
VEU
Vanguard Ftse All World Ex Us

ETFs
-75
- 0.48%
$57.29 - $63.1 $4.3K - $4.73K
15.6K $894K
SNY
Sanofi

Healthcare
-581
- 8.57%
$45.89 - $57.31 $26.7K - $33.3K
6.2K $298K
BCC
Boise Cascade CO

Basic Materials
-328
- 13.7%
$118.79 - $152.5 $39K - $50K
2.07K $245K
VB
Vanguard Small Cap ETF

ETFs
-422
- 10.2%
$233.76 - $261.58 $98.6K - $110K
3.72K $892K
ADBE
Adobe Inc.

Technology
-66
- 8.8%
$437.39 - $552.96 $28.9K - $36.5K
684 $304K
GPC
Genuine Parts CO

Consumer Cyclical
-20
- 0.59%
$113.11 - $143.63 $2.26K - $2.87K
3.34K $390K
PEG
Public Service Enterprise Group Inc

Utilities
-119
- 0.83%
$81.87 - $94.51 $9.74K - $11.2K
14.2K $1.2M
WY
Weyerhaeuser CO

Real Estate
-49
- 0.43%
$27.21 - $33.7 $1.33K - $1.65K
11.4K $320K
F
Ford Motor CO

Consumer Cyclical
-4.09K
- 10.86%
$9.69 - $11.4 $39.6K - $46.6K
33.6K $332K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-456
- 6.62%
$113.92 - $127.38 $51.9K - $58.1K
6.43K $740K
IEMG
Ishares Inc

ETFs
-1.17K
- 8.82%
N/A
12.1K $651K
MUB
Ishares National Muni Bond ETF

ETFs
-431
- 5.33%
$105.78 - $108.7 $45.6K - $46.8K
7.66K $816K
PSX
Phillips 66

Energy
-113
- 4.04%
$110.35 - $138.93 $12.5K - $15.7K
2.68K $305K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.08K
- 21.39%
$55.73 - $66.16 $60.1K - $71.3K
3.96K $238K
FDL
First Tr Morningstar Dividend

ETFs
-327
- 1.55%
$39.59 - $43.95 $12.9K - $14.4K
20.8K $836K
AWK
American Water Works Company, Inc.

Utilities
-49
- 2.49%
$123.83 - $146.07 $6.07K - $7.16K
1.92K $238K
D
Dominion Energy, Inc

Utilities
-552
- 11.22%
$52.63 - $60.92 $29.1K - $33.6K
4.37K $235K
FNF
Fidelity National Financial, Inc.

Financial Services
-32
- 0.41%
$55.19 - $63.83 $1.77K - $2.04K
7.75K $435K
IBMP
Ishares Tr Ibonds December 202

ETFs
-474
- 0.44%
$25.08 - $25.43 $11.9K - $12.1K
108K $2.72M
AIG
American International Group, Inc.

Financial Services
-595
- 14.25%
$70.0 - $79.22 $41.7K - $47.1K
3.58K $260K
AAON
Aaon, Inc.

Industrials
-605
- 22.14%
$106.25 - $140.75 $64.3K - $85.2K
2.13K $250K
IBMO
Ishares Tr Ibonds December 202

ETFs
-618
- 0.44%
$25.4 - $25.62 $15.7K - $15.8K
141K $3.58M
STZ
Constellation Brands, Inc.

Consumer Defensive
-13
- 1.22%
$219.66 - $257.62 $2.86K - $3.35K
1.05K $232K
VFH
Vanguard Financial ETF

ETFs
-622
- 16.33%
$108.87 - $126.2 $67.7K - $78.5K
3.19K $376K
T
At&T Inc.

Communication Services
-2.75K
- 9.49%
$21.22 - $23.88 $58.3K - $65.6K
26.2K $596K
APD
Air Products & Chemicals, Inc.

Basic Materials
-39
- 1.1%
$285.5 - $335.62 $11.1K - $13.1K
3.52K $1.02M
VO
Vanguard Mid Cap ETF

ETFs
-159
- 1.63%
$261.5 - $284.63 $41.6K - $45.3K
9.6K $2.54M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-62
- 0.08%
$25.06 - $25.59 $1.55K - $1.59K
80.9K $2.04M
ICE
Intercontinental Exchange, Inc.

Financial Services
-45
- 1.65%
$148.29 - $166.93 $6.67K - $7.51K
2.69K $400K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
-1.98K
- 14.58%
$10.95 - $12.01 $21.6K - $23.7K
11.6K $127K
SYY
Sysco Corp

Consumer Defensive
-341
- 5.73%
$73.63 - $81.77 $25.1K - $27.9K
5.61K $429K
ALB
Albemarle Corp

Basic Materials
-140
- 5.68%
$86.08 - $111.3 $12.1K - $15.6K
2.33K $200K
FIS
Fidelity National Information Services, Inc.

Technology
-288
- 8.51%
$80.14 - $90.95 $23.1K - $26.2K
3.1K $250K
CTAS
Cintas Corp

Industrials
-23
- 2.04%
$182.7 - $226.47 $4.2K - $5.21K
1.1K $201K
EXC
Exelon Corp

Utilities
-253
- 4.27%
$36.22 - $40.97 $9.16K - $10.4K
5.67K $213K
SHW
Sherwin Williams CO

Basic Materials
-4
- 0.63%
$338.75 - $399.71 $1.36K - $1.6K
627 $213K
PPL
Ppl Corp

Utilities
-444
- 2.33%
$31.47 - $35.0 $14K - $15.5K
18.6K $605K
SPGI
S&P Global Inc.

Financial Services
-33
- 6.13%
$480.36 - $529.17 $15.9K - $17.5K
505 $251K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-61
- 0.7%
$101.77 - $113.02 $6.21K - $6.89K
8.69K $918K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-726
- 0.54%
$26.55 - $26.67 $19.3K - $19.4K
134K $3.56M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-573
- 3.23%
$12.12 - $13.1 $6.94K - $7.51K
17.2K $208K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-260
- 7.94%
$124.26 - $134.12 $32.3K - $34.9K
3.02K $387K
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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