Sound View Wealth Advisors Group, LLC Incresed Positions in Q2 2024

Sound View Wealth Advisors Group, LLC

  • $965 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
166K
+ 903.11%
$118.11 - $1224.4 $19.6M - $203M
184K $22.8M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
80.2K
+ 15.65%
$27.33 - $28.95 $2.19M - $2.32M
593K $17.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.74K
+ 9.21%
$455.1 - $504.28 $1.24M - $1.38M
32.4K $16.2M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
18.3K
+ 11.55%
$57.33 - $65.34 $1.05M - $1.19M
177K $11.2M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
64.5K
+ 7.34%
$23.65 - $23.82 $1.53M - $1.54M
943K $22.5M
VTI
Vanguard Total Stock Market Et

ETFs
4K
+ 8.29%
$245.23 - $269.4 $980K - $1.08M
52.2K $14M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
66.3K
+ 15.18%
$22.29 - $22.77 $1.48M - $1.51M
503K $11.4M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
54.2K
+ 5.39%
$24.69 - $24.86 $1.34M - $1.35M
1.06M $26.3M
VGT
Vanguard Information Technolog

ETFs
271
+ 1.18%
$479.9 - $588.82 $130K - $160K
23.2K $13.4M
IBDV
Ishares Tr

Technology
63.3K
+ 14.67%
$20.82 - $21.38 $1.32M - $1.35M
494K $10.5M
GOOGL
Alphabet Inc.

Communication Services
1.19K
+ 3.58%
$150.53 - $185.41 $179K - $221K
34.4K $6.27M
XOM
Exxon Mobil Corp

Energy
10.8K
+ 21.87%
$108.36 - $122.2 $1.16M - $1.31M
59.9K $6.9M
XLK
Technology Sector Spdr

ETFs
2.77K
+ 12.4%
$192.53 - $231.41 $533K - $640K
25.1K $5.67M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
38.2K
+ 6.29%
$24.4 - $24.86 $932K - $950K
645K $16M
BAX
Baxter International Inc

Healthcare
25.9K
+ 223.24%
$32.87 - $43.55 $852K - $1.13M
37.5K $1.25M
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
26.1K
+ 3.36%
$24.98 - $25.13 $653K - $656K
805K $20.2M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
12.6K
+ 283.48%
$54.04 - $58.09 $683K - $734K
17.1K $931K
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
23.8K
+ 6.87%
$23.85 - $23.98 $568K - $571K
371K $8.89M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
22.3K
+ 3.0%
$23.48 - $23.77 $524K - $530K
765K $18.1M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
16.9K
+ 14.97%
$26.34 - $26.49 $445K - $447K
130K $3.43M
IBMO
Ishares Tr Ibonds December 202

ETFs
17.7K
+ 15.03%
$25.16 - $25.33 $446K - $449K
136K $3.44M
SPY
Spdr S&P 500 ETF Trust

ETFs
248
+ 1.7%
$495.16 - $548.49 $123K - $136K
14.8K $8.05M
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
15.4K
+ 14.51%
$25.91 - $26.05 $400K - $402K
122K $3.17M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.99K
+ 8.4%
$114.71 - $121.51 $457K - $484K
51.4K $6.1M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
4.36K
+ 33.0%
$77.44 - $82.55 $338K - $360K
17.6K $1.43M
ORCL
Oracle Corp

Technology
165
+ 0.81%
$113.75 - $144.64 $18.8K - $23.9K
20.5K $2.9M
XLU
Utilities Sector Spdr

ETFs
3.62K
+ 11.11%
$62.77 - $72.87 $227K - $264K
36.2K $2.47M
META
Meta Platforms, Inc.

Communication Services
334
+ 4.37%
$430.17 - $527.34 $144K - $176K
7.98K $4.02M
WMB
Williams Companies, Inc.

Energy
2.72K
+ 5.15%
$37.58 - $43.11 $102K - $117K
55.7K $2.37M
VUG
Vanguard Growth ETF

ETFs
150
+ 1.84%
$322.46 - $377.11 $48.4K - $56.6K
8.31K $3.11M
PM
Philip Morris International Inc.

Consumer Defensive
921
+ 4.7%
$88.6 - $104.24 $81.6K - $96K
20.5K $2.08M
ZTS
Zoetis Inc.

Healthcare
1.35K
+ 12.03%
$145.54 - $178.83 $197K - $242K
12.6K $2.18M
SLV
I Shares Silver Trust

ETFs
7.48K
+ 42.89%
$22.86 - $29.27 $171K - $219K
24.9K $661K
XLP
Consumer Staples Sector Spdr

ETFs
3.22K
+ 11.05%
$73.08 - $78.4 $235K - $252K
32.4K $2.48M
IWB
Ishares Tr Russell 1000 ETF

ETFs
525
+ 5.95%
$272.21 - $298.72 $143K - $157K
9.35K $2.78M
CRWD
Crowd Strike Holdings, Inc.

Technology
389
+ 35.59%
$282.64 - $390.43 $110K - $152K
1.48K $567K
PANW
Palo Alto Networks Inc

Technology
150
+ 5.22%
$265.2 - $340.82 $39.8K - $51.1K
3.02K $1.02M
GLD
Spdr Gold Trust

ETFs
376
+ 3.16%
$207.82 - $224.56 $78.1K - $84.4K
12.3K $2.64M
INTU
Intuit Inc

Technology
226
+ 6.99%
$562.97 - $670.27 $127K - $151K
3.46K $2.27M
TJX
Tjx Companies Inc

Consumer Cyclical
727
+ 7.07%
$92.66 - $111.05 $67.4K - $80.7K
11K $1.21M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
68
+ 1.67%
$127.7 - $179.69 $8.68K - $12.2K
4.14K $719K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
2.1K
+ 45.78%
$103.94 - $118.98 $218K - $250K
6.69K $713K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.92K
+ 6.4%
$95.11 - $97.92 $183K - $188K
31.9K $3.1M
IWM
Ishares Russell 2000 ETF

ETFs
1.13K
+ 11.58%
$192.84 - $209.44 $217K - $236K
10.9K $2.2M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
4K
+ 83.05%
$43.12 - $48.83 $173K - $195K
8.82K $384K
UNH
Unitedhealth Group Inc

Healthcare
80
+ 1.28%
$439.2 - $524.63 $35.1K - $42K
6.32K $3.22M
AFL
Aflac Inc

Financial Services
90
+ 0.25%
$79.64 - $90.43 $7.17K - $8.14K
35.8K $3.19M
BLK
Black Rock Inc.

Financial Services
225
+ 16.9%
$747.3 - $826.77 $168K - $186K
1.56K $1.23M
EXR
Extra Space Storage Inc.

Real Estate
381
+ 6.09%
$132.46 - $159.33 $50.5K - $60.7K
6.64K $1.03M
Activity Summary
Buys All Purchases 157 New Holdings 3 Increased Positions 154 Sells All Sells 146 Reductions 146 Sold out 0 Options Calls 0 Puts 0
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