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 |
|---|---|---|---|---|---|
| 101 | AEPAMERICAN ELEC PWR CO INC | 20,666 | $1K | 0.00% | |
| 102 | VWOVANGUARD INTL EQUITY INDEX F | 39,755 | $1K | 0.00% | |
| 103 | IWDISHARES TR | 8,144 | $1K | 0.00% | |
| 104 | NOCNORTHROP GRUMMAN CORP | 3,507 | $1K | 0.00% | |
| 105 | WMWASTE MGMT INC DEL | 8,905 | $1K | 0.00% | |
| 106 | NSCNORFOLK SOUTHN CORP | 6,956 | $1K | 0.00% | |
| 107 | LRCXEURLAM RESEARCH CORP | 2,219 | $1K | 0.00% | |
| 108 | IVVISHARES TR | 3,710 | $1K | 0.00% | |
| 109 | IBMPISHARES TR | 42,345 | $1K | 0.00% | |
| 110 | IWPISHARES TR | 13,654 | $1K | 0.00% | |
| 111 | BACBANK AMERICA CORP | 54,416 | $1K | 0.00% | |
| 112 | XLUSELECT SECTOR SPDR TR | 28,685 | $1K | 0.00% | |
| 113 | GSLCGOLDMAN SACHS ETF TR | 16,082 | $1K | 0.00% | |
| 114 | IAUISHARES TR | 51,725 | $1K | 0.00% | |
| 115 | CMECME GROUP INC | 5,688 | $1K | 0.00% | |
| 116 | MOALTRIA GROUP INC | 41,444 | $1K | 0.00% | |
| 117 | GPNGLOBAL PMTS INC | 11,029 | $1K | 0.00% | |
| 118 | VRTXVERTEX PHARMACEUTICALS INC | 3,324 | $1K | 0.00% | |
| 119 | AQLTISHARES TR | 45,231 | $1K | 0.00% | |
| 120 | CATCATERPILLAR INC | 4,541 | $1K | 0.00% | |
| 121 | AXPAMERICAN EXPRESS CO | 10,657 | $1K | 0.00% | |
| 122 | IWBISHARES TR | 7,147 | $1K | 0.00% | |
| 123 | EXREXTRA SPACE STORAGE INC | 6,279 | $1K | 0.00% | |
| 124 | ROKROCKWELL AUTOMATION INC | 4,319 | $1K | 0.00% | |
| 125 | DISDISNEY WALT CO | 14,835 | $1K | 0.00% | |
| 126 | AQLTISHARES TR | 23,277 | $1K | 0.00% | |
| 127 | PGRPROGRESSIVE CORP | 11,915 | $1K | 0.00% | |
| 128 | IWSISHARES TR | 9,491 | $1K | 0.00% | |
| 129 | INTUINTUIT | 2,534 | $1K | 0.00% | |
| 130 | REGNREGENERON PHARMACEUTICALS | 2,073 | $1K | 0.00% | |
| 131 | IBDTISHARES TR | 59,328 | $1K | 0.00% | |
| 132 | MUBISHARES TR | 9,541 | $1K | 0.00% | |
| 133 | HONHONEYWELL INTL INC | 8,426 | $1K | 0.00% | |
| 134 | CRMSALESFORCE INC | 8,108 | $1K | 0.00% | |
| 135 | SYKSTRYKER CORPORATION | 4,194 | $1K | 0.00% | |
| 136 | MDTMEDTRONIC PLC | 19,266 | $1K | 0.00% | |
| 137 | IBMOISHARES TR | 55,667 | $1K | 0.00% | |
| 138 | AZNASTRAZENECA PLC | 23,054 | $1K | 0.00% | |
| 139 | FHIFEDERATED HERMES INC | 38,978 | $1K | 0.00% | |
| 140 | CP.TOCANADIAN PAC RY LTD | 13,187 | $1K | 0.00% | |
| 141 | WMBWILLIAMS COS INC | 42,674 | $1K | 0.00% | |
| 142 | IWMISHARES TR | 9,483 | $1K | 0.00% | |
| 143 | WRBBERKLEY W R CORP | 30,751 | $1K | 0.00% | |
| 144 | VCSHVANGUARD SCOTTSDALE FDS | 4,847 | $0 | 0.00% | |
| 145 | CARRCARRIER GLOBAL CORPORATION | 8,146 | $0 | 0.00% | |
| 146 | IEMGISHARES INC | 13,149 | $0 | 0.00% | |
| 147 | VEAVANGUARD TAX-MANAGED FDS | 6,241 | $0 | 0.00% | |
| 148 | PSXPHILLIPS 66 | 2,240 | $0 | 0.00% | |
| 149 | KLACKLA CORP | 1,105 | $0 | 0.00% | |
| 150 | BFLYBUTTERFLY NETWORK INC | 12,500 | $0 | 0.00% | |
| 151 | ULUNILEVER PLC | 9,230 | $0 | 0.00% | |
| 152 | AMTAMERICAN TOWER CORP NEW | 3,324 | $0 | 0.00% | |
| 153 | SLBSCHLUMBERGER LTD | 10,277 | $0 | 0.00% | |
| 154 | TDTORONTO DOMINION BK ONT | 3,820 | $0 | 0.00% | |
| 155 | BAXBAXTER INTL INC | 14,843 | $0 | 0.00% | |
| 156 | XLFSELECT SECTOR SPDR TR | 10,047 | $0 | 0.00% | |
| 157 | NAPRINNOVATOR ETFS TR | 7,325 | $0 | 0.00% | |
| 158 | BXBLACKSTONE INC | 5,540 | $0 | 0.00% | |
| 159 | AQLTISHARES TR | 35,280 | $0 | 0.00% | |
| 160 | MMM3M CO | 9,140 | $0 | 0.00% | |
| 161 | —MAGENTA THERAPEUTICS INC | 10,500 | $0 | 0.00% | |
| 162 | ASMLASML HOLDING N V | 583 | $0 | 0.00% | |
| 163 | APDAIR PRODS & CHEMS INC | 3,305 | $0 | 0.00% | |
| 164 | ELVELEVANCE HEALTH INC | 1,115 | $0 | 0.00% | |
| 165 | XNEAXNUVEEN AMT FREE QLTY MUN INC | 13,079 | $0 | 0.00% | |
| 166 | VNQVANGUARD INDEX FDS | 2,554 | $0 | 0.00% | |
| 167 | IHIISHARES TR | 6,113 | $0 | 0.00% | |
| 168 | AWCAMERICAN WTR WKS CO INC NEW | 1,726 | $0 | 0.00% | |
| 169 | FFORD MTR CO DEL | 27,774 | $0 | 0.00% | |
| 170 | ALBALBEMARLE CORP | 1,716 | $0 | 0.00% | |
| 171 | SUBISHARES TR | 2,500 | $0 | 0.00% | |
| 172 | AQLTISHARES TR | 27,702 | $0 | 0.00% | |
| 173 | MPCMARATHON PETE CORP | 1,817 | $0 | 0.00% | |
| 174 | COPCONOCOPHILLIPS | 3,159 | $0 | 0.00% | |
| 175 | PEGPUBLIC SVC ENTERPRISE GRP IN | 14,285 | $0 | 0.00% | |
| 176 | GSGOLDMAN SACHS GROUP INC | 646 | $0 | 0.00% | |
| 177 | PYPLPAYPAL HLDGS INC | 3,880 | $0 | 0.00% | |
| 178 | PSTPINNOVATOR ETFS TR | 8,005 | $0 | 0.00% | |
| 179 | OREALTY INCOME CORP | 3,645 | $0 | 0.00% | |
| 180 | XLESELECT SECTOR SPDR TR | 6,935 | $0 | 0.00% | |
| 181 | PWVINVESCO EXCHANGE TRADED FD T | 4,938 | $0 | 0.00% | |
| 182 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2 | $0 | 0.00% | |
| 183 | TDVPROSHARES TR | 4,348 | $0 | 0.00% | |
| 184 | TJXTJX COS INC NEW | 7,904 | $0 | 0.00% | |
| 185 | BMTABRITISH AMERN TOB PLC | 9,281 | $0 | 0.00% | |
| 186 | VEUVANGUARD INTL EQUITY INDEX F | 18,702 | $0 | 0.00% | |
| 187 | PXDEURPIONEER NAT RES CO | 4,292 | $0 | 0.00% | |
| 188 | VCRVANGUARD WORLD FDS | 1,926 | $0 | 0.00% | |
| 189 | CXEMFS HIGH INCOME MUN TR | 15,000 | $0 | 0.00% | |
| 190 | SCHESCHWAB STRATEGIC TR | 10,850 | $0 | 0.00% | |
| 191 | IVOOVANGUARD ADMIRAL FDS INC | 6,104 | $0 | 0.00% | |
| 192 | EAGGISHARES TR | 10,176 | $0 | 0.00% | |
| 193 | GPROGOPRO INC | 30,000 | $0 | 0.00% | |
| 194 | GPCGENUINE PARTS CO | 3,464 | $0 | 0.00% | |
| 195 | DFUVDIMENSIONAL ETF TRUST | 17,170 | $0 | 0.00% | |
| 196 | WSOWATSCO INC | 868 | $0 | 0.00% | |
| 197 | WEPMAGELLAN MIDSTREAM PRTNRS LP | 5,250 | $0 | 0.00% | |
| 198 | DFUSDIMENSIONAL ETF TRUST | 9,462 | $0 | 0.00% | |
| 199 | CCLCARNIVAL CORP | 14,237 | $0 | 0.00% | |
| 200 | AQLTISHARES TR | 11,980 | $0 | 0.00% |