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
XLC
Select Sector Spdr Tr Communic

ETFs
20
+ 0.48%
$82.16 - $90.4 $1.64K - $1.81K
4.23K $382K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
61
+ 0.61%
$81.31 - $83.29 $4.96K - $5.08K
10K $831K
FDX
Fedex Corp

Industrials
191
+ 15.67%
$254.64 - $313.52 $48.6K - $59.9K
1.41K $385K
ADBE
Adobe Inc.

Technology
85
+ 12.78%
$508.13 - $586.55 $43.2K - $49.9K
750 $388K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
111
+ 2.68%
$147.95 - $191.05 $16.4K - $21.2K
4.25K $738K
TTE
Total Energies Se

Energy
175
+ 5.33%
$68.61 - $68.61 $12K - $12K
3.46K $237K
WFC
Wells Fargo & Company

Financial Services
700
+ 9.87%
$51.58 - $60.97 $36.1K - $42.7K
7.79K $439K
NBIX
Neurocrine Biosciences Inc

Healthcare
823
+ 23.78%
$114.58 - $153.15 $94.3K - $126K
4.28K $493K
XLE
Energy Sector Spdr

ETFs
416
+ 6.5%
$84.35 - $93.39 $35.1K - $38.9K
6.82K $598K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
47
+ 1.03%
$76.94 - $79.54 $3.62K - $3.74K
4.6K $365K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
204
+ 3.37%
$85.84 - $85.84 $17.5K - $17.5K
6.25K $536K
IGM
Ishares Expanded Tech Sector E

ETFs
13
+ 0.19%
$84.03 - $98.62 $1.09K - $1.28K
6.7K $642K
FPE
First Tr Pfd Secs & Income ETF

ETFs
30
+ 0.2%
$17.35 - $18.22 $521 - $547
14.7K $265K
CDW
Cdw Corp

Technology
4
+ 0.21%
$206.67 - $239.84 $827 - $959
1.94K $438K
SLB
Schlumberger Limited

Energy
1.28K
+ 13.68%
$39.57 - $49.67 $50.6K - $63.6K
10.6K $446K
ELV
Elevance Health, Inc.

Healthcare
56
+ 5.14%
$500.12 - $562.29 $28K - $31.5K
1.15K $595K
VMC
Vulcan Materials CO

Basic Materials
6
+ 0.54%
$231.83 - $274.51 $1.39K - $1.65K
1.12K $280K
KLAC
Kla Corp

Technology
67
+ 6.94%
$696.17 - $892.35 $46.6K - $59.8K
1.03K $799K
Ishares Tr
3.08K
+ 4.71%
N/A
68.5K $0
Kiniksa Pharmaceuticals Intl
3.02K
+ 28.42%
N/A
13.7K $0
CRH.L
Crh PLC

Basic Materials
173
+ 6.41%
N/A
2.87K $0
PSEP
Innovator U.S. Equity Power Bu
3.26K
+ 41.03%
N/A
11.2K $0
Linde PLC
153
+ 9.52%
N/A
1.76K $0
Ishares Bitcoin Trust ETF
344
+ 3.98%
N/A
8.99K $0
Canadian Pacific Kansas City
3.17K
+ 19.67%
N/A
19.3K $0
CCL
Carnival Corp

Consumer Cyclical
100
+ 0.7%
$14.01 - $19.18 $1.4K - $1.92K
14.4K $266K
CPRT
Copart Inc

Consumer Cyclical
17
+ 0.33%
$49.19 - $55.54 $836 - $944
5.2K $272K
WM
Waste Management Inc

Industrials
175
+ 2.04%
$196.96 - $223.45 $34.5K - $39.1K
8.77K $1.82M
ASML
Asml Holding Nv

Technology
86
+ 18.53%
$749.82 - $1098.95 $64.5K - $94.5K
550 $458K
NVO
Novo Nordisk A S

Healthcare
99
+ 5.38%
$119.07 - $145.42 $11.8K - $14.4K
1.94K $230K
EW
Edwards Lifesciences Corp

Healthcare
912
+ 22.16%
$59.7 - $93.78 $54.4K - $85.5K
5.03K $331K
F
Ford Motor CO

Consumer Cyclical
1.95K
+ 5.47%
$9.71 - $14.55 $19K - $28.4K
37.6K $397K
HUM
Humana Inc

Healthcare
8
+ 0.83%
$310.25 - $404.52 $2.48K - $3.24K
976 $309K
AMAT
Applied Materials Inc

Technology
330
+ 8.05%
$174.88 - $254.97 $57.7K - $84.1K
4.43K $894K
CRWD
Crowd Strike Holdings, Inc.

Technology
89
+ 6.01%
$217.89 - $392.15 $19.4K - $34.9K
1.57K $440K
MRK
Merck & Co., Inc.

Healthcare
3.12K
+ 6.44%
$111.15 - $128.97 $347K - $403K
51.6K $5.86M
LRCX
Lam Research Corp

Technology
77
+ 4.41%
$731.56 - $1127.3 $56.3K - $86.8K
1.83K $1.49M
QCOM
Qualcomm Inc

Technology
1.38K
+ 6.46%
$156.12 - $209.64 $216K - $290K
22.8K $3.88M
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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