Sound View Wealth Advisors Group, LLC Q1 2022 Filing
Filed May 11, 2022
Portfolio Value
$526.0B
Holdings
286
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (286 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 128,194 | $22.4B | 4.26% | |
| 2 | MSFTMICROSOFT CORP | 60,561 | $18.7B | 3.55% | |
| 3 | IBDRISHARES TR | 523,281 | $12.9B | 2.45% | |
| 4 | TSLATESLA INC | 11,460 | $12.3B | 2.35% | |
| 5 | IBDQISHARES TR | 463,014 | $11.7B | 2.22% | |
| 6 | JNJJOHNSON & JOHNSON | 64,356 | $11.4B | 2.17% | |
| 7 | IAUISHARES TR | 435,454 | $11.0B | 2.09% | |
| 8 | SCHXSCHWAB STRATEGIC TR | 183,595 | $9.9B | 1.88% | |
| 9 | AMZNAMAZON COM INC | 2,950 | $9.6B | 1.83% | |
| 10 | IBDPISHARES TR | 377,414 | $9.5B | 1.80% | |
| 11 | VIGVANGUARD SPECIALIZED FUNDS | 57,323 | $9.3B | 1.77% | |
| 12 | IBDSISHARES TR | 355,701 | $8.9B | 1.69% | |
| 13 | PGPROCTER AND GAMBLE CO | 56,020 | $8.6B | 1.63% | |
| 14 | HDHOME DEPOT INC | 25,559 | $7.7B | 1.45% | |
| 15 | SCHDSCHWAB STRATEGIC TR | 95,265 | $7.5B | 1.43% | |
| 16 | DGROISHARES TR | 139,719 | $7.5B | 1.42% | |
| 17 | LLYLILLY ELI & CO | 25,221 | $7.2B | 1.37% | |
| 18 | GOOGALPHABET INC | 2,450 | $6.8B | 1.30% | |
| 19 | ABBVABBVIE INC | 41,354 | $6.7B | 1.27% | |
| 20 | VGTVANGUARD WORLD FDS | 16,024 | $6.7B | 1.27% | |
| 21 | JPMJPMORGAN CHASE & CO | 47,331 | $6.5B | 1.23% | |
| 22 | KOCOCA COLA CO | 95,985 | $6.0B | 1.13% | |
| 23 | SOSOUTHERN CO | 82,061 | $6.0B | 1.13% | |
| 24 | VOOVANGUARD INDEX FDS | 13,773 | $5.7B | 1.09% | |
| 25 | PFEPFIZER INC | 107,684 | $5.6B | 1.06% | |
| 26 | MCDMCDONALDS CORP | 22,244 | $5.5B | 1.05% | |
| 27 | BACVERIZON COMMUNICATIONS INC | 103,871 | $5.3B | 1.01% | |
| 28 | AMGNAMGEN INC | 21,654 | $5.2B | 1.00% | |
| 29 | DONSPDR DOW JONES INDL AVERAGE | 14,505 | $5.0B | 0.96% | |
| 30 | BRK/BBERKSHIRE HATHAWAY INC DEL | 14,164 | $5.0B | 0.95% | |
| 31 | CVXCHEVRON CORP NEW | 30,556 | $5.0B | 0.95% | |
| 32 | SPHQINVESCO EXCHANGE TRADED FD T | 96,092 | $4.8B | 0.91% | |
| 33 | PEPPEPSICO INC | 28,546 | $4.8B | 0.91% | |
| 34 | IWFISHARES TR | 17,140 | $4.8B | 0.90% | |
| 35 | NDQINVESCO QQQ TR | 12,686 | $4.6B | 0.87% | |
| 36 | AGGISHARES TR | 37,537 | $4.0B | 0.76% | |
| 37 | MRKMERCK & CO INC | 47,715 | $3.9B | 0.74% | |
| 38 | NVDANVIDIA CORPORATION | 14,260 | $3.9B | 0.74% | |
| 39 | INTCINTEL CORP | 78,353 | $3.9B | 0.74% | |
| 40 | WMTWALMART INC | 24,490 | $3.6B | 0.69% | |
| 41 | DNPDNP SELECT INCOME FD INC | 306,448 | $3.6B | 0.69% | |
| 42 | VTVVANGUARD INDEX FDS | 24,410 | $3.6B | 0.69% | |
| 43 | NEENEXTERA ENERGY INC | 41,948 | $3.6B | 0.68% | |
| 44 | KMBKIMBERLY-CLARK CORP | 28,815 | $3.5B | 0.67% | |
| 45 | GOOGLALPHABET INC | 1,247 | $3.5B | 0.66% | |
| 46 | GDGENERAL DYNAMICS CORP | 14,282 | $3.4B | 0.65% | |
| 47 | PFFISHARES TR | 90,156 | $3.3B | 0.62% | |
| 48 | XOMEXXON MOBIL CORP | 37,986 | $3.1B | 0.60% | |
| 49 | IWRISHARES TR | 40,140 | $3.1B | 0.60% | |
| 50 | NOBLPROSHARES TR | 31,763 | $3.0B | 0.57% | |
| 51 | DEODIAGEO PLC | 14,267 | $2.9B | 0.55% | |
| 52 | AVGOBROADCOM INC | 4,338 | $2.7B | 0.52% | |
| 53 | GISGENERAL MLS INC | 39,581 | $2.7B | 0.51% | |
| 54 | BMYBRISTOL-MYERS SQUIBB CO | 34,218 | $2.5B | 0.48% | |
| 55 | ISTBISHARES TR | 50,840 | $2.5B | 0.47% | |
| 56 | SPYSPDR S&P 500 ETF TR | 5,389 | $2.4B | 0.46% | |
| 57 | AFLAFLAC INC | 37,351 | $2.4B | 0.46% | |
| 58 | QCOMQUALCOMM INC | 15,704 | $2.4B | 0.46% | |
| 59 | ABTABBOTT LABS | 19,900 | $2.4B | 0.45% | |
| 60 | DISDISNEY WALT CO | 16,912 | $2.3B | 0.44% | |
| 61 | UNHUNITEDHEALTH GROUP INC | 4,399 | $2.2B | 0.43% | |
| 62 | ADPAUTOMATIC DATA PROCESSING IN | 9,667 | $2.2B | 0.42% | |
| 63 | VYMVANGUARD WHITEHALL FDS | 19,401 | $2.2B | 0.41% | |
| 64 | WRBBERKLEY W R CORP | 30,741 | $2.0B | 0.39% | |
| 65 | AEPAMERICAN ELEC PWR CO INC | 19,496 | $1.9B | 0.37% | |
| 66 | TMOTHERMO FISHER SCIENTIFIC INC | 3,287 | $1.9B | 0.37% | |
| 67 | CMCSACOMCAST CORP NEW | 40,668 | $1.9B | 0.36% | |
| 68 | VTIVANGUARD INDEX FDS | 8,354 | $1.9B | 0.36% | |
| 69 | 4I1PHILIP MORRIS INTL INC | 20,115 | $1.9B | 0.36% | |
| 70 | VHTVANGUARD WORLD FDS | 7,294 | $1.9B | 0.35% | |
| 71 | LMTLOCKHEED MARTIN CORP | 4,160 | $1.8B | 0.35% | |
| 72 | DUKDUKE ENERGY CORP NEW | 16,225 | $1.8B | 0.34% | |
| 73 | TXNTEXAS INSTRS INC | 9,725 | $1.8B | 0.34% | |
| 74 | MOALTRIA GROUP INC | 34,003 | $1.8B | 0.34% | |
| 75 | ITWILLINOIS TOOL WKS INC | 8,472 | $1.8B | 0.34% | |
| 76 | CSCOCISCO SYS INC | 31,812 | $1.8B | 0.34% | |
| 77 | RTXRAYTHEON TECHNOLOGIES CORP | 17,888 | $1.8B | 0.34% | |
| 78 | VUGVANGUARD INDEX FDS | 6,147 | $1.8B | 0.34% | |
| 79 | VVISA INC | 7,973 | $1.8B | 0.34% | |
| 80 | LOWLOWES COS INC | 8,726 | $1.8B | 0.34% | |
| 81 | EMREMERSON ELEC CO | 17,905 | $1.8B | 0.33% | |
| 82 | CRMSALESFORCE COM INC | 8,215 | $1.7B | 0.33% | |
| 83 | MDTMEDTRONIC PLC | 15,618 | $1.7B | 0.33% | |
| 84 | IBMINTERNATIONAL BUSINESS MACHS | 13,065 | $1.7B | 0.32% | |
| 85 | BACBK OF AMERICA CORP | 38,915 | $1.6B | 0.30% | |
| 86 | MUBISHARES TR | 14,168 | $1.6B | 0.30% | |
| 87 | ORCLORACLE CORP | 18,340 | $1.5B | 0.29% | |
| 88 | FHIFEDERATED HERMES INC | 43,335 | $1.5B | 0.28% | |
| 89 | XLKSELECT SECTOR SPDR TR | 9,159 | $1.5B | 0.28% | |
| 90 | GPNGLOBAL PMTS INC | 10,547 | $1.4B | 0.27% | |
| 91 | KMIKINDER MORGAN INC DEL | 76,003 | $1.4B | 0.27% | |
| 92 | COSTCOSTCO WHSL CORP NEW | 2,481 | $1.4B | 0.27% | |
| 93 | AZNASTRAZENECA PLC | 21,298 | $1.4B | 0.27% | |
| 94 | IWBISHARES TR | 5,643 | $1.4B | 0.27% | |
| 95 | PAYXPAYCHEX INC | 10,260 | $1.4B | 0.27% | |
| 96 | FQIDIGITAL RLTY TR INC | 9,609 | $1.4B | 0.26% | |
| 97 | REGNREGENERON PHARMACEUTICALS | 1,921 | $1.3B | 0.26% | |
| 98 | PNCPNC FINL SVCS GROUP INC | 7,153 | $1.3B | 0.25% | |
| 99 | IWMISHARES TR | 6,382 | $1.3B | 0.25% | |
| 100 | NOCNORTHROP GRUMMAN CORP | 2,928 | $1.3B | 0.25% |
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