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Sound View Wealth Advisors Group, LLC Buys Illinois Tool Works Inc, Schwab US Dividend Equity ...

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·8 min read
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Investment company Sound View Wealth Advisors Group, LLC (Current Portfolio) buys Illinois Tool Works Inc, Schwab US Dividend Equity ETF, Vanguard S&P 500 ETF, Vanguard High Dividend Yield Indx ETF, Vanguard Financials ETF, sells iShares iBonds Dec 2022 Term Corporate ETF, ProShares S&P 500 Dividend Aristocrats ETF, SPDR Dividend ETF, , iShares S&P 500 Growth ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Sound View Wealth Advisors Group, LLC. As of 2021Q4, Sound View Wealth Advisors Group, LLC owns 290 stocks with a total value of $529 million. These are the details of the buys and sells.

  • New Purchases: ITW, VFH, WCN, FITB, SUSC, XJH, CP, VOX, BUD, XEL, FOCS, GM, PHYS, NEA, ACN, WMB, VMC, SBUX, DD, ANSS,

  • Added Positions: SCHD, VOO, IBDQ, AGG, DGRO, IBDP, IBDR, IWR, NVDA, IBDO, VYM, WFC, XOM, ISTB, JPM, NOC, SCHX, VTI, NEE, QCOM, NOW, DIA, VB, AMGN, DUK, JNJ, MRK, CRM, SO, TXN, GOOG, ESGU, MMM, CMCSA, COST, DHR, DE, FDX, GILD, IBM, MDT, PAYX, PEP, PGR, WMT, ZBH, DVY, EAGG, IBMN, XLK, XLP, XLV, ABT, AEP, AMT, BAC, CVX, D, EQIX, GOOGL, HON, MDLZ, LOW, NKE, PEG, ROK, SYY, TJX, TGT, UPS, VRTX, DIS, AWK, V, AVGO, ZTS, SHOP, GLD, GSLC, IBML, IBMM, IEFA, IJR, IWM, SUSA, VDC, VTWO, XLU, AXP, AMAT, BAX, BLK, CVS, C, HAS, HUM, LRCX, MRVL, SPGI, NFLX, SNY, TSM, UL, ANTM, ET, CHTR, SQ, CRWD, OTIS, BND, IWB,

  • Reduced Positions: IBDN, NOBL, SDY, VIG, IVW, T, VCR, IVOO, AAPL, PFF, APD, PPL, GPN, FIS, INTU, IEMG, SYK, VUG, ICE, SPHQ, PFE, EPAM, TSCO, UTG, DNP, GIS, FHI, EXR, AFL, IWF, TFC, VHT, IBMO, IBDS, XLE, BABA, IWD, KMI, PM, MA, BTI, WM, ADBE, VZ, TD, SNV, PNC, AZN, AON, MO, LMT, EFX, GD, F, AMD, AZO, VEU, ABMD, VNQ, VO, WEC, CAT, CME, ENB, WELL, NSC, GVI, PYPL, BTZ, WBA, MYI,

  • Sold Out: KSU, NNBR, MTB, IBMK, HRC, MTCH, TTE, NKG, DOCU, MRNA, GE, OGN, CX,


For the details of Sound View Wealth Advisors Group, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/sound+view+wealth+advisors+group%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Sound View Wealth Advisors Group, LLC

  1. Apple Inc (AAPL) - 127,084 shares, 4.26% of the total portfolio. Shares reduced by 1.57%

  2. Microsoft Corp (MSFT) - 59,090 shares, 3.76% of the total portfolio. Shares reduced by 0.61%

  3. iShares iBonds Dec 2026 Term Corporate ETF (IBDR) - 465,750 shares, 2.29% of the total portfolio. Shares added by 6.05%

  4. Tesla Inc (TSLA) - 11,342 shares, 2.27% of the total portfolio. Shares added by 0.84%

  5. Johnson & Johnson (JNJ) - 64,571 shares, 2.09% of the total portfolio. Shares added by 1.24%

New Purchase: Illinois Tool Works Inc (ITW)

Sound View Wealth Advisors Group, LLC initiated holding in Illinois Tool Works Inc. The purchase prices were between $208.03 and $247.07, with an estimated average price of $233.02. The stock is now traded at around $237.670000. The impact to a portfolio due to this purchase was 0.39%. The holding were 8,455 shares as of 2021-12-31.

New Purchase: Vanguard Financials ETF (VFH)

Sound View Wealth Advisors Group, LLC initiated holding in Vanguard Financials ETF. The purchase prices were between $92.72 and $100.42, with an estimated average price of $97.06. The stock is now traded at around $95.680000. The impact to a portfolio due to this purchase was 0.09%. The holding were 4,837 shares as of 2021-12-31.

New Purchase: Waste Connections Inc (WCN)

Sound View Wealth Advisors Group, LLC initiated holding in Waste Connections Inc. The purchase prices were between $124.3 and $138.29, with an estimated average price of $133.09. The stock is now traded at around $123.060000. The impact to a portfolio due to this purchase was 0.09%. The holding were 3,563 shares as of 2021-12-31.

New Purchase: Fifth Third Bancorp (FITB)

Sound View Wealth Advisors Group, LLC initiated holding in Fifth Third Bancorp. The purchase prices were between $41.18 and $45.59, with an estimated average price of $43.75. The stock is now traded at around $46.620000. The impact to a portfolio due to this purchase was 0.07%. The holding were 8,913 shares as of 2021-12-31.

New Purchase: iShares ESG USD Corporate Bond ETF (SUSC)

Sound View Wealth Advisors Group, LLC initiated holding in iShares ESG USD Corporate Bond ETF. The purchase prices were between $26.99 and $27.68, with an estimated average price of $27.32. The stock is now traded at around $26.500000. The impact to a portfolio due to this purchase was 0.06%. The holding were 11,935 shares as of 2021-12-31.

New Purchase: Canadian Pacific Railway Ltd (CP)

Sound View Wealth Advisors Group, LLC initiated holding in Canadian Pacific Railway Ltd. The purchase prices were between $66.43 and $77.89, with an estimated average price of $73.15. The stock is now traded at around $76.370000. The impact to a portfolio due to this purchase was 0.05%. The holding were 3,936 shares as of 2021-12-31.

Added: Schwab US Dividend Equity ETF (SCHD)

Sound View Wealth Advisors Group, LLC added to a holding in Schwab US Dividend Equity ETF by 38.10%. The purchase prices were between $74.34 and $80.86, with an estimated average price of $77.53. The stock is now traded at around $78.710000. The impact to a portfolio due to this purchase was 0.37%. The holding were 87,513 shares as of 2021-12-31.

Added: Vanguard S&P 500 ETF (VOO)

Sound View Wealth Advisors Group, LLC added to a holding in Vanguard S&P 500 ETF by 24.77%. The purchase prices were between $392.77 and $439.01, with an estimated average price of $421.15. The stock is now traded at around $410.760000. The impact to a portfolio due to this purchase was 0.22%. The holding were 13,166 shares as of 2021-12-31.

Added: Vanguard High Dividend Yield Indx ETF (VYM)

Sound View Wealth Advisors Group, LLC added to a holding in Vanguard High Dividend Yield Indx ETF by 36.64%. The purchase prices were between $103.44 and $112.16, with an estimated average price of $108.07. The stock is now traded at around $111.080000. The impact to a portfolio due to this purchase was 0.09%. The holding were 15,276 shares as of 2021-12-31.

Added: Wells Fargo & Co (WFC)

Sound View Wealth Advisors Group, LLC added to a holding in Wells Fargo & Co by 118.09%. The purchase prices were between $45.31 and $52, with an estimated average price of $49.28. The stock is now traded at around $55.000000. The impact to a portfolio due to this purchase was 0.08%. The holding were 16,202 shares as of 2021-12-31.

Added: Exxon Mobil Corp (XOM)

Sound View Wealth Advisors Group, LLC added to a holding in Exxon Mobil Corp by 21.40%. The purchase prices were between $59.16 and $66.36, with an estimated average price of $62.52. The stock is now traded at around $73.270000. The impact to a portfolio due to this purchase was 0.07%. The holding were 36,665 shares as of 2021-12-31.

Added: Northrop Grumman Corp (NOC)

Sound View Wealth Advisors Group, LLC added to a holding in Northrop Grumman Corp by 29.72%. The purchase prices were between $345.98 and $406.62, with an estimated average price of $372.6. The stock is now traded at around $397.410000. The impact to a portfolio due to this purchase was 0.05%. The holding were 2,946 shares as of 2021-12-31.

Sold Out: (KSU)

Sound View Wealth Advisors Group, LLC sold out a holding in . The sale prices were between $276.49 and $311.4, with an estimated average price of $299.1.

Sold Out: NN Inc (NNBR)

Sound View Wealth Advisors Group, LLC sold out a holding in NN Inc. The sale prices were between $3.91 and $6.01, with an estimated average price of $4.88.

Sold Out: M&T Bank Corp (MTB)

Sound View Wealth Advisors Group, LLC sold out a holding in M&T Bank Corp. The sale prices were between $144.04 and $161.85, with an estimated average price of $153.64.

Sold Out: iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK)

Sound View Wealth Advisors Group, LLC sold out a holding in iShares iBonds Dec 2022 Term Muni Bond ETF. The sale prices were between $26.03 and $26.08, with an estimated average price of $26.05.

Sold Out: (HRC)

Sound View Wealth Advisors Group, LLC sold out a holding in . The sale prices were between $150.25 and $156.18, with an estimated average price of $154.26.

Sold Out: Nuveen Georgia Quality Municipal Income Fund (NKG)

Sound View Wealth Advisors Group, LLC sold out a holding in Nuveen Georgia Quality Municipal Income Fund. The sale prices were between $13.38 and $13.93, with an estimated average price of $13.73.



Here is the complete portfolio of Sound View Wealth Advisors Group, LLC. Also check out:

1. Sound View Wealth Advisors Group, LLC's Undervalued Stocks

2. Sound View Wealth Advisors Group, LLC's Top Growth Companies, and

3. Sound View Wealth Advisors Group, LLC's High Yield stocks

4. Stocks that Sound View Wealth Advisors Group, LLC keeps buyingThis article first appeared on GuruFocus.