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
ENB
Enbridge Inc

Energy
-780
- 13.35%
$40.4 - $43.92 $31.5K - $34.3K
5.06K $214K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
-131
- 1.8%
$74.69 - $79.24 $9.78K - $10.4K
7.14K $538K
WSO
Watsco Inc

Industrials
-4
- 0.44%
$466.57 - $568.78 $1.87K - $2.28K
898 $425K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-117
- 2.55%
$77.86 - $79.27 $9.11K - $9.27K
4.48K $349K
MET
Metlife Inc

Financial Services
-120
- 2.11%
$78.15 - $88.25 $9.38K - $10.6K
5.57K $455K
MCO
Moodys Corp

Financial Services
-8
- 0.46%
$454.04 - $500.88 $3.63K - $4.01K
1.72K $812K
VTWO
Vanguard Russell 2000 ETF

ETFs
-47
- 1.61%
$87.42 - $98.06 $4.11K - $4.61K
2.87K $256K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-212
- 2.91%
$37.61 - $38.92 $7.97K - $8.25K
7.08K $272K
Siriusxm Holdings Inc
-508
- 2.95%
N/A
16.7K $0
CRH.L
Crh PLC

Basic Materials
-37
- 1.29%
N/A
2.84K $0
BR
Broadridge Financial Solutions, Inc.

Technology
-35
- 2.22%
$209.64 - $236.44 $7.34K - $8.28K
1.54K $349K
FDX
Fedex Corp

Industrials
-3
- 0.21%
$260.5 - $305.15 $782 - $915
1.41K $395K
AYI
Acuity Brands Inc

Industrials
-7
- 0.95%
$292.13 - $333.45 $2.04K - $2.33K
730 $213K
IVV
Ishares Core S&P 500 ETF

ETFs
-93
- 1.67%
$570.51 - $610.59 $53.1K - $56.8K
5.46K $3.22M
MTB
M&T Bank Corp

Financial Services
-19
- 1.23%
$172.48 - $221.95 $3.28K - $4.22K
1.53K $287K
VBK
Vanguard Small Cap Growth ETF

ETFs
-11
- 0.91%
$264.18 - $304.19 $2.91K - $3.35K
1.19K $334K
GLW
Corning Inc

Technology
-9
- 0.15%
$44.11 - $49.76 $397 - $448
5.9K $280K
EW
Edwards Lifesciences Corp

Healthcare
-336
- 6.68%
$64.54 - $75.92 $21.7K - $25.5K
4.69K $347K
CPRT
Copart Inc

Consumer Cyclical
-28
- 0.54%
$51.36 - $63.8 $1.44K - $1.79K
5.17K $296K
SCHW
Schwab Charles Corp

Financial Services
-178
- 4.49%
$63.31 - $82.85 $11.3K - $14.7K
3.79K $280K
CMI
Cummins Inc

Industrials
-2
- 0.2%
$324.93 - $383.42 $650 - $767
1.02K $355K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-13
- 0.34%
$77.25 - $91.3 $1K - $1.19K
3.84K $328K
GPN
Global Payments Inc

Industrials
-633
- 5.67%
$97.57 - $119.38 $61.8K - $75.6K
10.5K $1.18M
ITCI
Intra Cellular Therapies, Inc.

Healthcare
-9
- 0.14%
$71.19 - $91.57 $641 - $824
6.25K $521K
IWP
Ishares Russell Mid Cap Growth

ETFs
-49
- 0.62%
$116.4 - $138.52 $5.7K - $6.79K
7.83K $992K
WFC
Wells Fargo & Company

Financial Services
-541
- 6.95%
$54.98 - $77.35 $29.7K - $41.8K
7.25K $509K
COST
Costco Wholesale Corp

Consumer Defensive
-120
- 1.96%
$873.59 - $994.69 $105K - $119K
5.99K $5.49M
ISRG
Intuitive Surgical Inc

Healthcare
-28
- 0.97%
$471.27 - $550.62 $13.2K - $15.4K
2.86K $1.49M
VCR
Vanguard Consumer Discretionar

ETFs
-180
- 4.37%
$328.51 - $401.37 $59.1K - $72.2K
3.94K $1.48M
OKE
Oneok Inc

Energy
-149
- 1.49%
$92.28 - $117.05 $13.7K - $17.4K
9.88K $992K
MS
Morgan Stanley

Financial Services
-20
- 0.35%
$104.42 - $134.99 $2.09K - $2.7K
5.69K $715K
ET
Energy Transfer LP

Energy
-800
- 1.59%
$16.05 - $19.86 $12.8K - $15.9K
49.5K $970K
V
Visa Inc.

Financial Services
-2.43K
- 10.33%
$273.87 - $320.91 $664K - $778K
21K $6.65M
DLR
Digital Realty Trust, Inc.

Real Estate
-286
- 1.72%
$156.46 - $195.69 $44.7K - $56K
16.3K $2.9M
DIS
Walt Disney CO

Communication Services
-57
- 0.37%
$92.39 - $117.6 $5.27K - $6.7K
15.2K $1.69M
SHOP
Shopify Inc.

Technology
-15
- 0.17%
$78.14 - $119.49 $1.17K - $1.79K
8.92K $948K
NFLX
Netflix Inc

Communication Services
-37
- 2.06%
$687.65 - $936.56 $25.4K - $34.7K
1.76K $1.57M
MRVL
Marvell Technology, Inc.

Technology
-2.23K
- 15.55%
$70.31 - $124.78 $157K - $278K
12.1K $1.34M
WMB
Williams Companies, Inc.

Energy
-5.07K
- 7.18%
$46.37 - $59.74 $235K - $303K
65.5K $3.55M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-377
- 1.67%
$370.24 - $418.94 $140K - $158K
22.2K $8.92M
KMI
Kinder Morgan, Inc.

Energy
-8.17K
- 6.15%
$22.59 - $28.54 $185K - $233K
125K $3.42M
JPM
Jpmorgan Chase & CO

Financial Services
-1.11K
- 1.74%
$205.18 - $250.29 $228K - $278K
62.6K $15M
AMZN
Amazon Com Inc

Consumer Cyclical
-689
- 0.79%
$180.88 - $232.93 $125K - $160K
86.5K $19M
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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