Sound View Wealth Advisors Group, LLC Q1 2024 Filing
Filed May 9, 2024
Portfolio Value
$938.2B
Holdings
371
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (371 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 236,724 | $40K | 0.00% | |
| 2 | MSFTMICROSOFT CORP | 77,446 | $32K | 0.00% | |
| 3 | IBDQISHARES TR | 1,005,183 | $24K | 0.00% | |
| 4 | LLYELI LILLY & CO | 26,919 | $20K | 0.00% | |
| 5 | IBDRISHARES TR | 878,432 | $20K | 0.00% | |
| 6 | SCHXSCHWAB STRATEGIC TR | 322,145 | $19K | 0.00% | |
| 7 | IBDPISHARES TR | 778,378 | $19K | 0.00% | |
| 8 | IBDSISHARES TR | 742,378 | $17K | 0.00% | |
| 9 | SCHDSCHWAB STRATEGIC TR | 200,637 | $16K | 0.00% | |
| 10 | NVDANVIDIA CORPORATION | 18,391 | $16K | 0.00% | |
| 11 | IBDTISHARES TR | 607,050 | $15K | 0.00% | |
| 12 | VIGVANGUARD SPECIALIZED FUNDS | 85,667 | $15K | 0.00% | |
| 13 | VOOVANGUARD INDEX FDS | 29,695 | $14K | 0.00% | |
| 14 | BUFRFIRST TR EXCHNG TRADED FD VI | 512,622 | $14K | 0.00% | |
| 15 | PGPROCTER AND GAMBLE CO | 83,560 | $13K | 0.00% | |
| 16 | AMZNAMAZON COM INC | 71,700 | $12K | 0.00% | |
| 17 | VTIVANGUARD INDEX FDS | 48,213 | $12K | 0.00% | |
| 18 | VGTVANGUARD WORLD FD | 22,924 | $12K | 0.00% | |
| 19 | JNJJOHNSON & JOHNSON | 78,323 | $12K | 0.00% | |
| 20 | HDHOME DEPOT INC | 30,454 | $11K | 0.00% | |
| 21 | JPMJPMORGAN CHASE & CO | 56,403 | $11K | 0.00% | |
| 22 | DGROISHARES TR | 182,944 | $10K | 0.00% | |
| 23 | NDQINVESCO QQQ TR | 24,615 | $10K | 0.00% | |
| 24 | GOOGALPHABET INC | 59,620 | $9K | 0.00% | |
| 25 | ABBVABBVIE INC | 54,242 | $9K | 0.00% | |
| 26 | SPHQINVESCO EXCHANGE TRADED FD T | 158,285 | $9K | 0.00% | |
| 27 | IBDVISHARES TR | 431,141 | $9K | 0.00% | |
| 28 | IBDUISHARES TR | 436,591 | $9K | 0.00% | |
| 29 | IBTEISHARES TR | 346,871 | $8K | 0.00% | |
| 30 | IBDWISHARES TR | 436,597 | $8K | 0.00% | |
| 31 | DONSPDR DOW JONES INDL AVERAGE | 21,788 | $8K | 0.00% | |
| 32 | SPYSPDR S&P 500 ETF TR | 14,546 | $7K | 0.00% | |
| 33 | MCDMCDONALDS CORP | 25,532 | $7K | 0.00% | |
| 34 | BRK/BBERKSHIRE HATHAWAY INC DEL | 17,617 | $7K | 0.00% | |
| 35 | EPDENTERPRISE PRODS PARTNERS L | 248,462 | $7K | 0.00% | |
| 36 | KOCOCA COLA CO | 125,098 | $7K | 0.00% | |
| 37 | AMGNAMGEN INC | 25,712 | $7K | 0.00% | |
| 38 | AVGOBROADCOM INC | 5,138 | $6K | 0.00% | |
| 39 | IWFISHARES TR | 20,581 | $6K | 0.00% | |
| 40 | SOSOUTHERN CO | 89,748 | $6K | 0.00% | |
| 41 | BNDVANGUARD BD INDEX FDS | 89,439 | $6K | 0.00% | |
| 42 | TSLATESLA INC | 36,136 | $6K | 0.00% | |
| 43 | MRKMERCK & CO INC | 48,378 | $6K | 0.00% | |
| 44 | CVXCHEVRON CORP NEW | 37,240 | $5K | 0.00% | |
| 45 | PEPPEPSICO INC | 28,652 | $5K | 0.00% | |
| 46 | WMTWALMART INC | 83,746 | $5K | 0.00% | |
| 47 | IBMINTERNATIONAL BUSINESS MACHS | 26,290 | $5K | 0.00% | |
| 48 | VYMVANGUARD WHITEHALL FDS | 47,459 | $5K | 0.00% | |
| 49 | VVISA INC | 19,976 | $5K | 0.00% | |
| 50 | XOMEXXON MOBIL CORP | 49,159 | $5K | 0.00% | |
| 51 | GOOGLALPHABET INC | 33,246 | $5K | 0.00% | |
| 52 | EMREMERSON ELEC CO | 39,865 | $4K | 0.00% | |
| 53 | XLVSELECT SECTOR SPDR TR | 29,663 | $4K | 0.00% | |
| 54 | VTVVANGUARD INDEX FDS | 28,736 | $4K | 0.00% | |
| 55 | XLKSELECT SECTOR SPDR TR | 22,313 | $4K | 0.00% | |
| 56 | IWRISHARES TR | 54,841 | $4K | 0.00% | |
| 57 | AFLAFLAC INC | 35,660 | $3K | 0.00% | |
| 58 | CATCATERPILLAR INC | 9,478 | $3K | 0.00% | |
| 59 | ISTBISHARES TR | 72,093 | $3K | 0.00% | |
| 60 | QCOMQUALCOMM INC | 21,689 | $3K | 0.00% | |
| 61 | UNHUNITEDHEALTH GROUP INC | 6,241 | $3K | 0.00% | |
| 62 | METAMETA PLATFORMS INC | 7,646 | $3K | 0.00% | |
| 63 | BACVERIZON COMMUNICATIONS INC | 73,585 | $3K | 0.00% | |
| 64 | PFEPFIZER INC | 121,223 | $3K | 0.00% | |
| 65 | KMBKIMBERLY-CLARK CORP | 29,811 | $3K | 0.00% | |
| 66 | INTCINTEL CORP | 68,192 | $3K | 0.00% | |
| 67 | COSTCOSTCO WHSL CORP NEW | 5,293 | $3K | 0.00% | |
| 68 | GDGENERAL DYNAMICS CORP | 12,097 | $3K | 0.00% | |
| 69 | VHTVANGUARD WORLD FD | 13,326 | $3K | 0.00% | |
| 70 | BMYBRISTOL-MYERS SQUIBB CO | 54,415 | $2K | 0.00% | |
| 71 | BACBANK AMERICA CORP | 69,777 | $2K | 0.00% | |
| 72 | IBMOISHARES TR | 117,989 | $2K | 0.00% | |
| 73 | KMIKINDER MORGAN INC DEL | 123,999 | $2K | 0.00% | |
| 74 | AGGISHARES TR | 30,000 | $2K | 0.00% | |
| 75 | DUKDUKE ENERGY CORP NEW | 20,775 | $2K | 0.00% | |
| 76 | WMBWILLIAMS COS INC | 52,932 | $2K | 0.00% | |
| 77 | XLUSELECT SECTOR SPDR TR | 32,559 | $2K | 0.00% | |
| 78 | PFFISHARES TR | 86,235 | $2K | 0.00% | |
| 79 | IAUISHARES TR | 112,771 | $2K | 0.00% | |
| 80 | IGSBISHARES TR | 46,013 | $2K | 0.00% | |
| 81 | NEENEXTERA ENERGY INC | 46,246 | $2K | 0.00% | |
| 82 | NOBLPROSHARES TR | 23,513 | $2K | 0.00% | |
| 83 | IWMISHARES TR | 9,735 | $2K | 0.00% | |
| 84 | GISGENERAL MLS INC | 38,316 | $2K | 0.00% | |
| 85 | INTUINTUIT | 3,235 | $2K | 0.00% | |
| 86 | DEODIAGEO PLC | 14,183 | $2K | 0.00% | |
| 87 | CSCOCISCO SYS INC | 40,244 | $2K | 0.00% | |
| 88 | ITWILLINOIS TOOL WKS INC | 8,616 | $2K | 0.00% | |
| 89 | CRMSALESFORCE INC | 9,386 | $2K | 0.00% | |
| 90 | DNPDNP SELECT INCOME FD INC | 274,344 | $2K | 0.00% | |
| 91 | PGRPROGRESSIVE CORP | 9,910 | $2K | 0.00% | |
| 92 | VUGVANGUARD INDEX FDS | 8,164 | $2K | 0.00% | |
| 93 | RTXRTX CORPORATION | 23,170 | $2K | 0.00% | |
| 94 | ADPAUTOMATIC DATA PROCESSING IN | 10,064 | $2K | 0.00% | |
| 95 | IWBISHARES TR | 8,822 | $2K | 0.00% | |
| 96 | TXNTEXAS INSTRS INC | 13,897 | $2K | 0.00% | |
| 97 | TMOTHERMO FISHER SCIENTIFIC INC | 4,074 | $2K | 0.00% | |
| 98 | XLFISELECT SECTOR SPDR TR | 29,152 | $2K | 0.00% | |
| 99 | VOEVANGUARD INDEX FDS | 13,842 | $2K | 0.00% | |
| 100 | AXPAMERICAN EXPRESS CO | 12,765 | $2K | 0.00% |
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