Sound View Wealth Advisors Group, LLC Q1 2024 Filing
Filed May 9, 2024
Portfolio Value
$938.2M
Holdings
371
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (371 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $40K |
MSFTMICROSOFT CORP | $32K |
IBDQISHARES TR | $24K |
LLYELI LILLY & CO | $20K |
IBDRISHARES TR | $20K |
SCHXSCHWAB STRATEGIC TR | $19K |
IBDPISHARES TR | $19K |
IBDSISHARES TR | $17K |
SCHDSCHWAB STRATEGIC TR | $16K |
NVDANVIDIA CORPORATION | $16K |
IBDTISHARES TR | $15K |
VIGVANGUARD SPECIALIZED FUNDS | $15K |
VOOVANGUARD INDEX FDS | $14K |
BUFRFIRST TR EXCHNG TRADED FD VI | $14K |
PGPROCTER AND GAMBLE CO | $13K |
AMZNAMAZON COM INC | $12K |
VTIVANGUARD INDEX FDS | $12K |
VGTVANGUARD WORLD FD | $12K |
JNJJOHNSON & JOHNSON | $12K |
HDHOME DEPOT INC | $11K |
JPMJPMORGAN CHASE & CO | $11K |
DGROISHARES TR | $10K |
NDQINVESCO QQQ TR | $10K |
GOOGALPHABET INC | $9K |
ABBVABBVIE INC | $9K |
SPHQINVESCO EXCHANGE TRADED FD T | $9K |
IBDVISHARES TR | $9K |
IBDUISHARES TR | $9K |
IBTEISHARES TR | $8K |
IBDWISHARES TR | $8K |
DONSPDR DOW JONES INDL AVERAGE | $8K |
SPYSPDR S&P 500 ETF TR | $7K |
MCDMCDONALDS CORP | $7K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $7K |
EPDENTERPRISE PRODS PARTNERS L | $7K |
KOCOCA COLA CO | $7K |
AMGNAMGEN INC | $7K |
AVGOBROADCOM INC | $6K |
IWFISHARES TR | $6K |
SOSOUTHERN CO | $6K |
BNDVANGUARD BD INDEX FDS | $6K |
TSLATESLA INC | $6K |
MRKMERCK & CO INC | $6K |
CVXCHEVRON CORP NEW | $5K |
PEPPEPSICO INC | $5K |
WMTWALMART INC | $5K |
IBMINTERNATIONAL BUSINESS MACHS | $5K |
VYMVANGUARD WHITEHALL FDS | $5K |
VVISA INC | $5K |
XOMEXXON MOBIL CORP | $5K |
GOOGLALPHABET INC | $5K |
EMREMERSON ELEC CO | $4K |
XLVSELECT SECTOR SPDR TR | $4K |
VTVVANGUARD INDEX FDS | $4K |
XLKSELECT SECTOR SPDR TR | $4K |
IWRISHARES TR | $4K |
AFLAFLAC INC | $3K |
CATCATERPILLAR INC | $3K |
ISTBISHARES TR | $3K |
QCOMQUALCOMM INC | $3K |
UNHUNITEDHEALTH GROUP INC | $3K |
METAMETA PLATFORMS INC | $3K |
BACVERIZON COMMUNICATIONS INC | $3K |
PFEPFIZER INC | $3K |
KMBKIMBERLY-CLARK CORP | $3K |
INTCINTEL CORP | $3K |
COSTCOSTCO WHSL CORP NEW | $3K |
GDGENERAL DYNAMICS CORP | $3K |
VHTVANGUARD WORLD FD | $3K |
BMYBRISTOL-MYERS SQUIBB CO | $2K |
BACBANK AMERICA CORP | $2K |
IBMOISHARES TR | $2K |
KMIKINDER MORGAN INC DEL | $2K |
AGGISHARES TR | $2K |
DUKDUKE ENERGY CORP NEW | $2K |
WMBWILLIAMS COS INC | $2K |
XLUSELECT SECTOR SPDR TR | $2K |
PFFISHARES TR | $2K |
IAUISHARES TR | $2K |
IGSBISHARES TR | $2K |
NEENEXTERA ENERGY INC | $2K |
NOBLPROSHARES TR | $2K |
IWMISHARES TR | $2K |
GISGENERAL MLS INC | $2K |
INTUINTUIT | $2K |
DEODIAGEO PLC | $2K |
CSCOCISCO SYS INC | $2K |
ITWILLINOIS TOOL WKS INC | $2K |
CRMSALESFORCE INC | $2K |
DNPDNP SELECT INCOME FD INC | $2K |
PGRPROGRESSIVE CORP | $2K |
VUGVANGUARD INDEX FDS | $2K |
RTXRTX CORPORATION | $2K |
ADPAUTOMATIC DATA PROCESSING IN | $2K |
IWBISHARES TR | $2K |
TXNTEXAS INSTRS INC | $2K |
TMOTHERMO FISHER SCIENTIFIC INC | $2K |
XLFISELECT SECTOR SPDR TR | $2K |
VOEVANGUARD INDEX FDS | $2K |
AXPAMERICAN EXPRESS CO | $2K |
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