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  Name: Sound View Wealth Advisors Group LLC
  City: SAVANNAH
  State: GA
  Zip: 31411
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $938,192,000
  Total Value Change : $31,644,000
  Securities Held Change : -14
   
All Securities Held : 371
  New Positions : 12
  Closed Positions : 26
  Increased Positions : 67
  Unchanged Positions : 29
  Decreased Positions : 263

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 11     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (ED)1 Year Chart         ED Consolidated Edison Inc 117 New $97.64 $1,763,000 19,413 0.19% 1,763,000 19,413 0.006    Multi Utilities
   (DHI)1 Year Chart         DHI DR Horton Inc 210 New $146.86 $656,000 3,987 0.07% 656,000 3,987 0.001    Residential Construct...
   (IBIT)1 Year Chart         IBIT iShares Bitcoin Trust 282 New $36.00 $342,000 8,457 0.04% 342,000 8,457 0.094    N/A
   (CRHCF)1 Year Chart         CRHCF CRH Plc 296 New $82.12 $319,000 3,700 0.03% 319,000 3,700 0    N/A
   (COWZ)1 Year Chart         COWZ Pacer Us Cash Cows 100 Etf 320 New $0.00 $259,000 4,456 0.03% 259,000 4,456 0.004    N/A
   (CE)1 Year Chart         CE Celanese Corp 346 New $160.24 $217,000 1,260 0.02% 217,000 1,260 0.001    Synthetics
   (GLW)1 Year Chart         GLW Corning Inc 352 New $34.28 $209,000 6,327 0.02% 209,000 6,327 0.001    Communication Equipment
   (HACK)1 Year Chart         HACK Amplify Cybersecurity Etf 353 New $63.39 $208,000 3,250 0.02% 208,000 3,250 0.01    N/A
   (FIS)1 Year Chart         FIS Fidelity National Information 355 New $75.75 $204,000 2,751 0.02% 204,000 2,751 0    Business Services
   (AAON)1 Year Chart         AAON AAON Inc 359 New $75.49 $201,000 2,283 0.02% 201,000 2,283 0    General Building Mate...
   (CBZ)1 Year Chart         CBZ CBIZ Inc 360 New $74.48 $200,000 2,550 0.02% 200,000 2,550 0.005    Business Services

      11 Records Found
  1    
Page 1 of 1
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