Sound View Wealth Advisors Group, LLC Incresed Positions in Q3 2024

Sound View Wealth Advisors Group, LLC

  • $1.21 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
80.3K
+ 35.15%
$207.23 - $234.82 $16.6M - $18.9M
309K $71.9M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
540K
+ 50.95%
$24.78 - $25.11 $13.4M - $13.6M
1.6M $40.1M
VTI
Vanguard Total Stock Market Et

ETFs
21.1K
+ 40.44%
$255.18 - $283.2 $5.39M - $5.98M
73.3K $20.8M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
255K
+ 27.07%
$23.75 - $23.75 $6.06M - $6.06M
1.2M $28.5M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
179K
+ 30.26%
$28.1 - $29.89 $5.04M - $5.36M
772K $23.1M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
197K
+ 25.78%
$23.63 - $24.42 $4.66M - $4.81M
962K $23.4M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
161K
+ 25.03%
$24.62 - $25.59 $3.98M - $4.13M
807K $20.6M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
174K
+ 34.52%
$22.51 - $23.57 $3.91M - $4.09M
676K $15.9M
TSLA
Tesla, Inc.

Consumer Cyclical
7.5K
+ 20.84%
$191.76 - $263.26 $1.44M - $1.98M
43.5K $11.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.28K
+ 19.37%
$475.2 - $527.7 $2.99M - $3.32M
38.7K $20.4M
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
146K
+ 18.1%
$25.04 - $25.21 $3.65M - $3.67M
950K $24M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
148K
+ 29.4%
$20.12 - $21.28 $2.98M - $3.15M
651K $13.8M
NVDA
Nvidia Corp

Technology
31.3K
+ 16.97%
$98.91 - $134.91 $3.1M - $4.22M
216K $26.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
6.44K
+ 26.45%
$434.77 - $502.96 $2.8M - $3.24M
30.8K $15M
PM
Philip Morris International Inc.

Consumer Defensive
24.3K
+ 118.28%
$101.25 - $127.45 $2.46M - $3.1M
44.8K $5.44M
HD
Home Depot, Inc.

Consumer Cyclical
3.01K
+ 9.7%
$333.64 - $405.2 $1M - $1.22M
34K $13.8M
MSFT
Microsoft Corp

Technology
9.71K
+ 12.56%
$395.15 - $467.56 $3.84M - $4.54M
87K $37.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
18.7K
+ 10.37%
$77.02 - $85.06 $1.44M - $1.59M
200K $16.9M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
29.2K
+ 16.53%
$61.47 - $67.36 $1.79M - $1.97M
206K $13.8M
XLK
Technology Sector Spdr

ETFs
11.6K
+ 46.4%
$197.34 - $237.68 $2.3M - $2.77M
36.7K $8.29M
SCHX
Schwab Strategic Tr Us Large C

ETFs
21.1K
+ 6.73%
$61.11 - $67.85 $1.29M - $1.43M
334K $22.7M
XLU
Utilities Sector Spdr

ETFs
25.5K
+ 70.4%
$67.67 - $80.78 $1.72M - $2.06M
61.6K $4.98M
LOW
Lowes Companies Inc

Consumer Cyclical
8.05K
+ 128.18%
$213.3 - $270.78 $1.72M - $2.18M
14.3K $3.88M
AMZN
Amazon Com Inc

Consumer Cyclical
16K
+ 22.42%
$161.02 - $200.0 $2.57M - $3.2M
87.2K $16.3M
XLV
Select Sector Spdr Fund Health

ETFs
14.4K
+ 47.19%
$143.3 - $157.24 $2.06M - $2.26M
44.8K $6.89M
VGT
Vanguard Information Technolog

ETFs
3.77K
+ 16.27%
$514.43 - $606.85 $1.94M - $2.29M
27K $15.8M
IBM
International Business Machines Corp

Technology
4.05K
+ 15.16%
$175.1 - $223.38 $710K - $906K
30.8K $6.81M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.03K
+ 20.5%
$517.38 - $573.86 $1.57M - $1.74M
17.8K $10.2M
MCD
Mcdonalds Corp

Consumer Cyclical
2.8K
+ 10.87%
$245.82 - $304.51 $689K - $854K
28.6K $8.71M
WMT
Walmart Inc.

Consumer Defensive
12.9K
+ 15.52%
$66.91 - $81.4 $864K - $1.05M
96.2K $7.77M
MO
Altria Group, Inc.

Consumer Defensive
36.9K
+ 100.89%
$45.95 - $54.71 $1.7M - $2.02M
73.6K $3.75M
JPM
Jpmorgan Chase & CO

Financial Services
7.62K
+ 13.58%
$194.9 - $224.8 $1.49M - $1.71M
63.8K $13.4M
ABBV
Abb Vie Inc.

Healthcare
3.35K
+ 6.2%
$163.84 - $199.33 $549K - $668K
57.4K $11.3M
PG
Procter & Gamble CO

Consumer Defensive
7.24K
+ 8.81%
$160.76 - $177.82 $1.16M - $1.29M
89.4K $15.5M
META
Meta Platforms, Inc.

Communication Services
2.26K
+ 28.26%
$453.41 - $572.44 $1.02M - $1.29M
10.2K $5.86M
JNJ
Johnson & Johnson

Healthcare
3.44K
+ 4.42%
$145.48 - $167.38 $501K - $576K
81.4K $13.2M
DGRO
Ishares Core Dividend Growth E

ETFs
15.7K
+ 9.93%
$57.47 - $62.76 $905K - $988K
174K $10.9M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2.53K
+ 11.33%
$386.81 - $423.12 $977K - $1.07M
24.8K $10.5M
MDLZ
Mondelez International, Inc.

Consumer Defensive
22.5K
+ 220.29%
$64.35 - $75.71 $1.45M - $1.7M
32.7K $2.41M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.69K
+ 9.68%
$405.19 - $478.57 $686K - $810K
19.2K $8.82M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
9.08K
+ 17.66%
$117.9 - $128.2 $1.07M - $1.16M
60.5K $7.76M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.67K
+ 19.37%
$332.02 - $382.76 $1.22M - $1.4M
22.6K $8.48M
XLP
Consumer Staples Sector Spdr

ETFs
20.9K
+ 64.43%
$76.04 - $76.04 $1.59M - $1.59M
53.2K $4.05M
SO
Southern CO

Utilities
4.6K
+ 5.27%
$77.0 - $90.52 $354K - $417K
91.9K $8.29M
VOE
Vanguard Mid Cap Value Index F

ETFs
7.25K
+ 67.66%
$149.02 - $167.67 $1.08M - $1.22M
18K $3.01M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.91K
+ 41.78%
$283.28 - $314.39 $1.11M - $1.23M
13.3K $4.17M
AXP
American Express CO

Financial Services
3.11K
+ 24.5%
$225.92 - $271.17 $703K - $843K
15.8K $4.29M
IVV
Ishares Core S&P 500 ETF

ETFs
2.15K
+ 63.08%
$520.18 - $576.82 $1.12M - $1.24M
5.56K $3.2M
AVGO
Broadcom Inc.

Technology
45.3K
+ 995.12%
$136.27 - $1745.86 $6.17M - $79.1M
49.9K $8.6M
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
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