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
Canadian Pacific Kansas City
814
+ 5.32%
N/A
16.1K $0
Ishares Tr
1.3K
+ 2.03%
N/A
65.4K $0
O
Realty Income Corp

Real Estate
77
+ 2.05%
$50.8 - $55.45 $3.91K - $4.27K
3.84K $202K
XLF
Financial Sector Spdr

ETFs
158
+ 2.05%
$39.59 - $42.49 $6.26K - $6.71K
7.85K $322K
GILD
Gilead Sciences, Inc.

Healthcare
608
+ 6.74%
$63.15 - $72.88 $38.4K - $44.3K
9.63K $660K
OTIS
Otis Worldwide Corp

Industrials
76
+ 2.01%
$91.2 - $100.78 $6.93K - $7.66K
3.85K $370K
CPRT
Copart Inc

Consumer Cyclical
269
+ 5.47%
$52.14 - $58.07 $14K - $15.6K
5.18K $280K
BDX
Becton Dickinson & CO

Healthcare
35
+ 3.33%
$225.07 - $246.17 $7.88K - $8.62K
1.09K $254K
VTWO
Vanguard Russell 2000 ETF

ETFs
12
+ 0.41%
$77.95 - $84.63 $935 - $1.02K
2.93K $239K
EFA
Ishares Tr Msci Eafe ETF

ETFs
8
+ 0.14%
$76.09 - $82.16 $609 - $657
5.58K $437K
MET
Metlife Inc

Financial Services
165
+ 3.11%
$68.55 - $74.22 $11.3K - $12.2K
5.47K $384K
STZ
Constellation Brands, Inc.

Consumer Defensive
1
+ 0.12%
$243.97 - $268.34 $244 - $268
810 $208K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
45
+ 0.81%
$54.36 - $57.86 $2.45K - $2.6K
5.59K $313K
FITB
Fifth Third Bancorp

Financial Services
1.12K
+ 1.54%
$34.09 - $38.98 $38.1K - $43.5K
73.7K $2.69M
DOW
Dow Inc.

Basic Materials
133
+ 3.19%
$52.96 - $59.99 $7.04K - $7.98K
4.3K $228K
XLE
Energy Sector Spdr

ETFs
47
+ 0.74%
$88.04 - $98.08 $4.14K - $4.61K
6.4K $583K
CMI
Cummins Inc

Industrials
1
+ 0.1%
$266.48 - $302.86 $266 - $303
1.02K $281K
CVS
Cvs Health Corp

Healthcare
914
+ 25.64%
$53.63 - $79.56 $49K - $72.7K
4.48K $264K
PFG
Principal Financial Group Inc

Financial Services
1.47K
+ 8.44%
$76.66 - $86.01 $112K - $126K
18.8K $1.48M
SLB
Schlumberger Limited

Energy
737
+ 8.55%
$43.0 - $55.22 $31.7K - $40.7K
9.36K $441K
BX
Blackstone Inc.

Financial Services
112
+ 1.63%
$116.13 - $132.0 $13K - $14.8K
6.97K $862K
PNC
Pnc Financial Services Group, Inc.

Financial Services
52
+ 0.68%
$146.54 - $161.4 $7.62K - $8.39K
7.66K $1.19M
HSY
Hershey CO

Consumer Defensive
3
+ 0.08%
$182.0 - $209.51 $546 - $629
3.86K $710K
DHI
Horton D R Inc

Consumer Cyclical
369
+ 9.26%
$139.4 - $161.88 $51.4K - $59.7K
4.36K $613K
COP
Conocophillips

Energy
204
+ 3.92%
$109.39 - $133.52 $22.3K - $27.2K
5.41K $619K
ACN
Accenture PLC

Technology
29
+ 2.28%
$281.76 - $339.17 $8.17K - $9.84K
1.3K $395K
VO
Vanguard Mid Cap ETF

ETFs
111
+ 1.17%
$234.99 - $248.98 $26.1K - $27.6K
9.56K $2.31M
SYK
Stryker Corp

Healthcare
61
+ 1.58%
$324.3 - $354.67 $19.8K - $21.6K
3.92K $1.34M
NOC
Northrop Grumman Corp

Industrials
45
+ 2.61%
$423.42 - $488.06 $19.1K - $22K
1.77K $770K
MA
Mastercard Inc

Financial Services
5
+ 0.36%
$441.1 - $479.43 $2.21K - $2.4K
1.38K $609K
SYY
Sysco Corp

Consumer Defensive
8
+ 0.14%
$70.69 - $80.57 $566 - $645
5.82K $415K
NKE
Nike, Inc.

Consumer Cyclical
369
+ 7.14%
$75.37 - $97.18 $27.8K - $35.9K
5.54K $417K
CSCO
Cisco Systems, Inc.

Technology
370
+ 0.92%
$45.52 - $50.04 $16.8K - $18.5K
40.6K $1.93M
SHOP
Shopify Inc.

Technology
131
+ 1.42%
$56.97 - $78.19 $7.46K - $10.2K
9.33K $616K
CMCSA
Comcast Corp

Communication Services
4.12K
+ 6.76%
$36.9 - $42.28 $152K - $174K
65.1K $2.55M
AMD
Advanced Micro Devices Inc

Technology
88
+ 1.42%
$144.27 - $183.34 $12.7K - $16.1K
6.27K $1.02M
FHI
Federated Hermes, Inc.

Financial Services
260
+ 0.72%
$31.65 - $36.79 $8.23K - $9.57K
36.2K $1.19M
IWR
Ishares Russell Mid Cap ETF

ETFs
539
+ 0.98%
$78.66 - $83.59 $42.4K - $45.1K
55.4K $4.49M
TGT
Target Corp

Consumer Defensive
3
+ 0.06%
$141.16 - $177.82 $423 - $533
4.71K $696K
V
Visa Inc.

Financial Services
690
+ 3.45%
$262.47 - $281.5 $181K - $194K
20.7K $5.42M
NSC
Norfolk Southern Corp

Industrials
1
+ 0.03%
$209.9 - $253.39 $210 - $253
3.79K $814K
MGA
Magna International Inc

Consumer Cyclical
3.25K
+ 12.5%
$41.55 - $53.33 $135K - $173K
29.2K $1.23M
LOW
Lowes Companies Inc

Consumer Cyclical
33
+ 0.53%
$214.27 - $249.28 $7.07K - $8.23K
6.28K $1.38M
CAT
Caterpillar Inc

Industrials
280
+ 2.95%
$321.47 - $379.3 $90K - $106K
9.76K $3.25M
ABT
Abbott Laboratories

Healthcare
21
+ 0.09%
$100.73 - $112.44 $2.12K - $2.36K
23.3K $2.42M
ITW
Illinois Tool Works Inc

Industrials
30
+ 0.35%
$235.01 - $265.23 $7.05K - $7.96K
8.65K $2.05M
CRM
Salesforce, Inc.

Technology
523
+ 5.57%
$218.01 - $304.74 $114K - $159K
9.91K $2.55M
WRB
Berkley W R Corp

Financial Services
103
+ 0.33%
$76.65 - $87.49 $7.89K - $9.01K
31K $2.43M
MRK
Merck & Co., Inc.

Healthcare
111
+ 0.23%
$123.8 - $132.96 $13.7K - $14.8K
48.5K $6M
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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