Sound View Wealth Advisors Group, LLC Q1 2023 Filing
Filed May 12, 2023
Portfolio Value
$728.6B
Holdings
365
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (365 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 246,172 | $40K | 0.00% | |
| 2 | MSFTMICROSOFT CORP | 83,737 | $24K | 0.00% | |
| 3 | IBDRISHARES TR | 808,543 | $19K | 0.00% | |
| 4 | IBDQISHARES TR | 747,038 | $18K | 0.00% | |
| 5 | IBDPISHARES TR | 672,951 | $16K | 0.00% | |
| 6 | IAUISHARES TR | 605,799 | $15K | 0.00% | |
| 7 | IBDSISHARES TR | 631,705 | $15K | 0.00% | |
| 8 | SCHXSCHWAB STRATEGIC TR | 314,054 | $15K | 0.00% | |
| 9 | PGPROCTER AND GAMBLE CO | 89,102 | $13K | 0.00% | |
| 10 | VIGVANGUARD SPECIALIZED FUNDS | 80,156 | $12K | 0.00% | |
| 11 | SCHDSCHWAB STRATEGIC TR | 176,747 | $12K | 0.00% | |
| 12 | JNJJOHNSON & JOHNSON | 80,280 | $12K | 0.00% | |
| 13 | AMZNAMAZON COM INC | 88,801 | $9K | 0.00% | |
| 14 | HDHOME DEPOT INC | 31,965 | $9K | 0.00% | |
| 15 | DGROISHARES TR | 188,121 | $9K | 0.00% | |
| 16 | VOOVANGUARD INDEX FDS | 26,166 | $9K | 0.00% | |
| 17 | LLYLILLY ELI & CO | 28,071 | $9K | 0.00% | |
| 18 | ABBVABBVIE INC | 53,112 | $8K | 0.00% | |
| 19 | VGTVANGUARD WORLD FDS | 19,444 | $7K | 0.00% | |
| 20 | KOCOCA COLA CO | 126,473 | $7K | 0.00% | |
| 21 | TSLATESLA INC | 37,100 | $7K | 0.00% | |
| 22 | JPMJPMORGAN CHASE & CO | 60,612 | $7K | 0.00% | |
| 23 | MCDMCDONALDS CORP | 25,854 | $7K | 0.00% | |
| 24 | SPHQINVESCO EXCHANGE TRADED FD T | 146,142 | $6K | 0.00% | |
| 25 | CVXCHEVRON CORP NEW | 36,809 | $6K | 0.00% | |
| 26 | NDQINVESCO QQQ TR | 20,839 | $6K | 0.00% | |
| 27 | MRKMERCK & CO INC | 57,681 | $6K | 0.00% | |
| 28 | DONSPDR DOW JONES INDL AVERAGE | 19,178 | $6K | 0.00% | |
| 29 | PEPPEPSICO INC | 35,898 | $6K | 0.00% | |
| 30 | EPDENTERPRISE PRODS PARTNERS L | 251,749 | $6K | 0.00% | |
| 31 | SOSOUTHERN CO | 92,139 | $6K | 0.00% | |
| 32 | AMGNAMGEN INC | 28,258 | $6K | 0.00% | |
| 33 | VTIVANGUARD INDEX FDS | 30,543 | $6K | 0.00% | |
| 34 | GOOGALPHABET INC | 63,937 | $6K | 0.00% | |
| 35 | PFEPFIZER INC | 131,034 | $5K | 0.00% | |
| 36 | IWFISHARES TR | 23,267 | $5K | 0.00% | |
| 37 | NVDANVIDIA CORPORATION | 18,794 | $5K | 0.00% | |
| 38 | BRK/BBERKSHIRE HATHAWAY INC DEL | 18,103 | $5K | 0.00% | |
| 39 | XOMEXXON MOBIL CORP | 46,527 | $5K | 0.00% | |
| 40 | VYMVANGUARD WHITEHALL FDS | 41,355 | $4K | 0.00% | |
| 41 | KMBKIMBERLY-CLARK CORP | 31,827 | $4K | 0.00% | |
| 42 | WMTWALMART INC | 28,557 | $4K | 0.00% | |
| 43 | VTVVANGUARD INDEX FDS | 31,732 | $4K | 0.00% | |
| 44 | VVISA INC | 19,944 | $4K | 0.00% | |
| 45 | DNPDNP SELECT INCOME FD INC | 325,365 | $3K | 0.00% | |
| 46 | UNHUNITEDHEALTH GROUP INC | 6,512 | $3K | 0.00% | |
| 47 | GDGENERAL DYNAMICS CORP | 16,446 | $3K | 0.00% | |
| 48 | GOOGLALPHABET INC | 38,467 | $3K | 0.00% | |
| 49 | TXNTEXAS INSTRS INC | 16,497 | $3K | 0.00% | |
| 50 | SPYSPDR S&P 500 ETF TR | 9,318 | $3K | 0.00% | |
| 51 | NEENEXTERA ENERGY INC | 48,607 | $3K | 0.00% | |
| 52 | ISTBISHARES TR | 75,259 | $3K | 0.00% | |
| 53 | IWRISHARES TR | 51,307 | $3K | 0.00% | |
| 54 | BMYBRISTOL-MYERS SQUIBB CO | 49,467 | $3K | 0.00% | |
| 55 | XLVSELECT SECTOR SPDR TR | 23,519 | $3K | 0.00% | |
| 56 | GISGENERAL MLS INC | 39,951 | $3K | 0.00% | |
| 57 | IBTEISHARES TR | 152,023 | $3K | 0.00% | |
| 58 | AGGISHARES TR | 39,098 | $3K | 0.00% | |
| 59 | EMREMERSON ELEC CO | 40,705 | $3K | 0.00% | |
| 60 | BACVERIZON COMMUNICATIONS INC | 96,166 | $3K | 0.00% | |
| 61 | AVGOBROADCOM INC | 6,135 | $3K | 0.00% | |
| 62 | GQ9SPDR GOLD TR | 10,922 | $2K | 0.00% | |
| 63 | QCOMQUALCOMM INC | 22,752 | $2K | 0.00% | |
| 64 | NOBLPROSHARES TR | 30,139 | $2K | 0.00% | |
| 65 | DUKDUKE ENERGY CORP NEW | 20,831 | $2K | 0.00% | |
| 66 | ORCLORACLE CORP | 23,126 | $2K | 0.00% | |
| 67 | XLKSELECT SECTOR SPDR TR | 17,095 | $2K | 0.00% | |
| 68 | CSCOCISCO SYS INC | 44,164 | $2K | 0.00% | |
| 69 | DEODIAGEO PLC | 15,094 | $2K | 0.00% | |
| 70 | ABTABBOTT LABS | 24,912 | $2K | 0.00% | |
| 71 | COSTCOSTCO WHSL CORP NEW | 4,934 | $2K | 0.00% | |
| 72 | CMCSACOMCAST CORP NEW | 57,120 | $2K | 0.00% | |
| 73 | 4I1PHILIP MORRIS INTL INC | 28,695 | $2K | 0.00% | |
| 74 | LOWLOWES COS INC | 14,347 | $2K | 0.00% | |
| 75 | ITWILLINOIS TOOL WKS INC | 8,500 | $2K | 0.00% | |
| 76 | IBMINTERNATIONAL BUSINESS MACHS | 16,571 | $2K | 0.00% | |
| 77 | VHTVANGUARD WORLD FDS | 10,996 | $2K | 0.00% | |
| 78 | TMOTHERMO FISHER SCIENTIFIC INC | 4,442 | $2K | 0.00% | |
| 79 | PFFISHARES TR | 92,138 | $2K | 0.00% | |
| 80 | XLFISELECT SECTOR SPDR TR | 28,050 | $2K | 0.00% | |
| 81 | VOEVANGUARD INDEX FDS | 16,248 | $2K | 0.00% | |
| 82 | LMTLOCKHEED MARTIN CORP | 5,531 | $2K | 0.00% | |
| 83 | ADPAUTOMATIC DATA PROCESSING IN | 10,280 | $2K | 0.00% | |
| 84 | AFLAFLAC INC | 37,312 | $2K | 0.00% | |
| 85 | RTXRAYTHEON TECHNOLOGIES CORP | 23,951 | $2K | 0.00% | |
| 86 | INTCINTEL CORP | 78,360 | $2K | 0.00% | |
| 87 | VUGVANGUARD INDEX FDS | 9,061 | $2K | 0.00% | |
| 88 | DHRDANAHER CORPORATION | 4,163 | $1K | 0.00% | |
| 89 | HDVISHARES TR | 10,117 | $1K | 0.00% | |
| 90 | ZTSZOETIS INC | 7,387 | $1K | 0.00% | |
| 91 | FQIDIGITAL RLTY TR INC | 14,110 | $1K | 0.00% | |
| 92 | METAMETA PLATFORMS INC | 4,896 | $1K | 0.00% | |
| 93 | AONAON PLC | 3,547 | $1K | 0.00% | |
| 94 | USMVISHARES TR | 14,300 | $1K | 0.00% | |
| 95 | KMIKINDER MORGAN INC DEL | 106,509 | $1K | 0.00% | |
| 96 | TSCOTRACTOR SUPPLY CO | 4,583 | $1K | 0.00% | |
| 97 | DEDEERE & CO | 3,929 | $1K | 0.00% | |
| 98 | NKENIKE INC | 10,274 | $1K | 0.00% | |
| 99 | VOVANGUARD INDEX FDS | 6,892 | $1K | 0.00% | |
| 100 | PAYXPAYCHEX INC | 10,624 | $1K | 0.00% |
Page 1 of 4Next