Sound View Wealth Advisors Group, LLC Q1 2021 Filing
Filed April 28, 2021
Portfolio Value
$429.5B
Holdings
267
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (267 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 125,359 | $15.3B | 3.57% | |
| 2 | MSFTMICROSOFT CORP | 58,205 | $13.7B | 3.20% | |
| 3 | JNJJOHNSON & JOHNSON | 64,188 | $10.5B | 2.46% | |
| 4 | IAUISHARES TR | 364,077 | $9.5B | 2.22% | |
| 5 | VIGVANGUARD SPECIALIZED FUNDS | 64,598 | $9.5B | 2.21% | |
| 6 | IBDQISHARES TR | 328,361 | $8.8B | 2.05% | |
| 7 | HDHOME DEPOT INC | 27,360 | $8.4B | 1.94% | |
| 8 | IAUISHARES TR | 318,894 | $8.1B | 1.89% | |
| 9 | AMZNAMAZON COM INC | 2,561 | $7.9B | 1.85% | |
| 10 | SCHXSCHWAB STRATEGIC TR | 80,891 | $7.8B | 1.81% | |
| 11 | PGPROCTER AND GAMBLE CO | 56,978 | $7.7B | 1.80% | |
| 12 | IBDPISHARES TR | 278,286 | $7.3B | 1.71% | |
| 13 | JPMJPMORGAN CHASE & CO | 47,319 | $7.2B | 1.68% | |
| 14 | BACVERIZON COMMUNICATIONS INC | 122,536 | $7.1B | 1.66% | |
| 15 | —ISHARES TR | 260,572 | $6.5B | 1.51% | |
| 16 | INTCINTEL CORP | 92,655 | $5.9B | 1.38% | |
| 17 | KOCOCA COLA CO | 107,825 | $5.7B | 1.32% | |
| 18 | VGTVANGUARD WORLD FDS | 15,817 | $5.7B | 1.32% | |
| 19 | MCDMCDONALDS CORP | 23,500 | $5.3B | 1.23% | |
| 20 | SOSOUTHERN CO | 83,624 | $5.2B | 1.21% | |
| 21 | AMGNAMGEN INC | 20,441 | $5.1B | 1.18% | |
| 22 | GOOGALPHABET INC | 2,450 | $5.1B | 1.18% | |
| 23 | ABBVABBVIE INC | 44,619 | $4.8B | 1.12% | |
| 24 | IWFISHARES TR | 19,163 | $4.7B | 1.08% | |
| 25 | NDQINVESCO QQQ TR | 14,549 | $4.6B | 1.08% | |
| 26 | LLYLILLY ELI & CO | 24,471 | $4.6B | 1.06% | |
| 27 | SCHDSCHWAB STRATEGIC TR | 61,864 | $4.5B | 1.05% | |
| 28 | KMBKIMBERLY-CLARK CORP | 32,328 | $4.5B | 1.05% | |
| 29 | SPHQINVESCO EXCHANGE TRADED FD T | 100,458 | $4.5B | 1.04% | |
| 30 | PFEPFIZER INC | 120,966 | $4.4B | 1.02% | |
| 31 | NOBLPROSHARES TR | 49,534 | $4.3B | 0.99% | |
| 32 | BRK/BBERKSHIRE HATHAWAY INC DEL | 15,726 | $4.0B | 0.94% | |
| 33 | DONSPDR DOW JONES INDL AVERAGE | 12,141 | $4.0B | 0.93% | |
| 34 | PEPPEPSICO INC | 27,487 | $3.9B | 0.91% | |
| 35 | MRKMERCK & CO. INC | 49,223 | $3.8B | 0.88% | |
| 36 | PFFISHARES TR | 95,853 | $3.7B | 0.86% | |
| 37 | VTVVANGUARD INDEX FDS | 26,004 | $3.4B | 0.80% | |
| 38 | VOOVANGUARD INDEX FDS | 9,356 | $3.4B | 0.79% | |
| 39 | CVXCHEVRON CORP NEW | 32,440 | $3.4B | 0.79% | |
| 40 | ISTBISHARES TR | 60,773 | $3.1B | 0.73% | |
| 41 | DNPDNP SELECT INCOME FD INC | 309,624 | $3.1B | 0.71% | |
| 42 | DGROISHARES TR | 62,119 | $3.0B | 0.70% | |
| 43 | WMTWALMART INC | 21,846 | $3.0B | 0.69% | |
| 44 | DISDISNEY WALT CO | 15,019 | $2.8B | 0.65% | |
| 45 | AGGISHARES TR | 22,988 | $2.6B | 0.61% | |
| 46 | GDGENERAL DYNAMICS CORP | 14,078 | $2.6B | 0.60% | |
| 47 | GISGENERAL MLS INC | 40,988 | $2.5B | 0.59% | |
| 48 | IVOOVANGUARD ADMIRAL FDS INC | 14,188 | $2.5B | 0.58% | |
| 49 | DEODIAGEO PLC | 14,790 | $2.4B | 0.57% | |
| 50 | NEENEXTERA ENERGY INC | 31,398 | $2.4B | 0.55% | |
| 51 | ABTABBOTT LABS | 19,552 | $2.3B | 0.55% | |
| 52 | GOOGLALPHABET INC | 1,121 | $2.3B | 0.54% | |
| 53 | GPNGLOBAL PMTS INC | 11,417 | $2.3B | 0.54% | |
| 54 | HONHONEYWELL INTL INC | 10,344 | $2.2B | 0.52% | |
| 55 | IBMINTERNATIONAL BUSINESS MACHS | 16,387 | $2.2B | 0.51% | |
| 56 | MUBISHARES TR | 18,170 | $2.1B | 0.49% | |
| 57 | QCOMQUALCOMM INC | 15,731 | $2.1B | 0.49% | |
| 58 | MOALTRIA GROUP INC | 40,207 | $2.1B | 0.48% | |
| 59 | AFLAFLAC INC | 39,515 | $2.0B | 0.47% | |
| 60 | CMCSACOMCAST CORP NEW | 35,958 | $1.9B | 0.45% | |
| 61 | VVISA INC | 9,134 | $1.9B | 0.45% | |
| 62 | 4I1PHILIP MORRIS INTL INC | 21,386 | $1.9B | 0.44% | |
| 63 | ADPAUTOMATIC DATA PROCESSING IN | 9,840 | $1.9B | 0.43% | |
| 64 | GSLCGOLDMAN SACHS ETF TR | 22,757 | $1.8B | 0.42% | |
| 65 | ITWILLINOIS TOOL WKS INC | 8,063 | $1.8B | 0.42% | |
| 66 | USMVISHARES TR | 25,481 | $1.8B | 0.41% | |
| 67 | VHTVANGUARD WORLD FDS | 7,680 | $1.8B | 0.41% | |
| 68 | AVGOBROADCOM INC | 3,775 | $1.8B | 0.41% | |
| 69 | TXNTEXAS INSTRS INC | 9,177 | $1.7B | 0.40% | |
| 70 | VUGVANGUARD INDEX FDS | 6,713 | $1.7B | 0.40% | |
| 71 | CSCOCISCO SYS INC | 32,999 | $1.7B | 0.40% | |
| 72 | AEPAMERICAN ELEC PWR CO INC | 19,907 | $1.7B | 0.39% | |
| 73 | EMREMERSON ELEC CO | 17,991 | $1.6B | 0.38% | |
| 74 | BMYBRISTOL-MYERS SQUIBB CO | 25,649 | $1.6B | 0.38% | |
| 75 | MDTMEDTRONIC PLC | 13,480 | $1.6B | 0.37% | |
| 76 | MMM3M CO | 8,153 | $1.6B | 0.37% | |
| 77 | UNHUNITEDHEALTH GROUP INC | 4,157 | $1.5B | 0.36% | |
| 78 | METAFACEBOOK INC | 5,243 | $1.5B | 0.36% | |
| 79 | WRBBERKLEY W R CORP | 20,488 | $1.5B | 0.36% | |
| 80 | DUKDUKE ENERGY CORP NEW | 15,968 | $1.5B | 0.36% | |
| 81 | TMOTHERMO FISHER SCIENTIFIC INC | 3,359 | $1.5B | 0.36% | |
| 82 | NVDANVIDIA CORPORATION | 2,867 | $1.5B | 0.36% | |
| 83 | XOMEXXON MOBIL CORP | 27,231 | $1.5B | 0.35% | |
| 84 | FQIDIGITAL RLTY TR INC | 10,263 | $1.4B | 0.34% | |
| 85 | BACBK OF AMERICA CORP | 37,342 | $1.4B | 0.34% | |
| 86 | TAT&T INC | 46,756 | $1.4B | 0.33% | |
| 87 | SDYSPDR SER TR | 11,557 | $1.4B | 0.32% | |
| 88 | PNCPNC FINL SVCS GROUP INC | 7,199 | $1.3B | 0.29% | |
| 89 | ORCLORACLE CORP | 17,330 | $1.2B | 0.28% | |
| 90 | APDAIR PRODS & CHEMS INC | 4,298 | $1.2B | 0.28% | |
| 91 | LOWLOWES COS INC | 6,328 | $1.2B | 0.28% | |
| 92 | AZNASTRAZENECA PLC | 23,700 | $1.2B | 0.27% | |
| 93 | KMIKINDER MORGAN INC DEL | 68,129 | $1.1B | 0.26% | |
| 94 | CMECME GROUP INC | 5,355 | $1.1B | 0.25% | |
| 95 | RTXRAYTHEON TECHNOLOGIES CORP | 13,952 | $1.1B | 0.25% | |
| 96 | VTIVANGUARD INDEX FDS | 5,136 | $1.1B | 0.25% | |
| 97 | TSLATESLA INC | 1,570 | $1.0B | 0.24% | |
| 98 | FHIFEDERATED HERMES INC | 33,453 | $1.0B | 0.24% | |
| 99 | IWDISHARES TR | 6,638 | $1.0B | 0.23% | |
| 100 | AONAON PLC | 4,278 | $984.0M | 0.23% |
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