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 |
|---|---|---|---|---|---|
| 101 | WRBBERKLEY W R CORP | 30,873 | $2K | 0.00% | |
| 102 | FQIDIGITAL RLTY TR INC | 16,082 | $2K | 0.00% | |
| 103 | REGNREGENERON PHARMACEUTICALS | 2,154 | $2K | 0.00% | |
| 104 | MDTMEDTRONIC PLC | 31,540 | $2K | 0.00% | |
| 105 | IBMPISHARES TR | 105,501 | $2K | 0.00% | |
| 106 | ORCLORACLE CORP | 20,363 | $2K | 0.00% | |
| 107 | VOVANGUARD INDEX FDS | 9,447 | $2K | 0.00% | |
| 108 | AQLTISHARES TR | 106,390 | $2K | 0.00% | |
| 109 | CMCSACOMCAST CORP NEW | 61,021 | $2K | 0.00% | |
| 110 | GQ9SPDR GOLD TR | 11,905 | $2K | 0.00% | |
| 111 | ABTABBOTT LABS | 23,247 | $2K | 0.00% | |
| 112 | FITBFIFTH THIRD BANCORP | 72,617 | $2K | 0.00% | |
| 113 | FHIFEDERATED HERMES INC | 35,957 | $1K | 0.00% | |
| 114 | IAU*ISHARES GOLD TR | 25,217 | $1K | 0.00% | |
| 115 | EDCONSOLIDATED EDISON INC | 19,413 | $1K | 0.00% | |
| 116 | IEFISHARES TR | 13,553 | $1K | 0.00% | |
| 117 | ZBHZIMMER BIOMET HOLDINGS INC | 8,121 | $1K | 0.00% | |
| 118 | LRCXEURLAM RESEARCH CORP | 1,824 | $1K | 0.00% | |
| 119 | ISRGINTUITIVE SURGICAL INC | 2,832 | $1K | 0.00% | |
| 120 | PNCPNC FINL SVCS GROUP INC | 7,605 | $1K | 0.00% | |
| 121 | NFLXNETFLIX INC | 1,656 | $1K | 0.00% | |
| 122 | PG4PRINCIPAL FINANCIAL GROUP IN | 17,350 | $1K | 0.00% | |
| 123 | MGAMAGNA INTL INC | 25,991 | $1K | 0.00% | |
| 124 | BUFFINNOVATOR ETFS TRUST | 33,459 | $1K | 0.00% | |
| 125 | PAYXPAYCHEX INC | 10,329 | $1K | 0.00% | |
| 126 | AQLTISHARES TR | 10,613 | $1K | 0.00% | |
| 127 | CPCANADIAN PACIFIC KANSAS CITY | 15,312 | $1K | 0.00% | |
| 128 | ETNEATON CORP PLC | 3,360 | $1K | 0.00% | |
| 129 | VBVANGUARD INDEX FDS | 5,318 | $1K | 0.00% | |
| 130 | IBMQISHARES TR | 77,767 | $1K | 0.00% | |
| 131 | HCAHCA HEALTHCARE INC | 5,075 | $1K | 0.00% | |
| 132 | AQLTISHARES TR | 22,245 | $1K | 0.00% | |
| 133 | CMECME GROUP INC | 6,596 | $1K | 0.00% | |
| 134 | 8CWCROWN CASTLE INC | 10,497 | $1K | 0.00% | |
| 135 | 4I1PHILIP MORRIS INTL INC | 19,613 | $1K | 0.00% | |
| 136 | AMDADVANCED MICRO DEVICES INC | 6,178 | $1K | 0.00% | |
| 137 | IJRISHARES TR | 9,480 | $1K | 0.00% | |
| 138 | IBMRISHARES TR | 64,126 | $1K | 0.00% | |
| 139 | DISDISNEY WALT CO | 13,112 | $1K | 0.00% | |
| 140 | GPNGLOBAL PMTS INC | 11,023 | $1K | 0.00% | |
| 141 | IVVISHARES TR | 3,372 | $1K | 0.00% | |
| 142 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2 | $1K | 0.00% | |
| 143 | LOWLOWES COS INC | 6,244 | $1K | 0.00% | |
| 144 | TJXTJX COS INC NEW | 10,284 | $1K | 0.00% | |
| 145 | SYKSTRYKER CORPORATION | 3,863 | $1K | 0.00% | |
| 146 | PXDEURPIONEER NAT RES CO | 4,282 | $1K | 0.00% | |
| 147 | HONHONEYWELL INTL INC | 7,391 | $1K | 0.00% | |
| 148 | AZNASTRAZENECA PLC | 19,413 | $1K | 0.00% | |
| 149 | ZTSZOETIS INC | 11,230 | $1K | 0.00% | |
| 150 | DEDEERE & CO | 3,895 | $1K | 0.00% | |
| 151 | AEPAMERICAN ELEC PWR CO INC | 20,284 | $1K | 0.00% | |
| 152 | VIGIVANGUARD WHITEHALL FDS | 13,209 | $1K | 0.00% | |
| 153 | BLKCHFBLACKROCK INC | 1,331 | $1K | 0.00% | |
| 154 | IWDISHARES TR | 7,352 | $1K | 0.00% | |
| 155 | WMWASTE MGMT INC DEL | 8,504 | $1K | 0.00% | |
| 156 | EFXEQUIFAX INC | 4,607 | $1K | 0.00% | |
| 157 | MOALTRIA GROUP INC | 38,076 | $1K | 0.00% | |
| 158 | VRTXVERTEX PHARMACEUTICALS INC | 3,031 | $1K | 0.00% | |
| 159 | EQIXEQUINIX INC | 2,116 | $1K | 0.00% | |
| 160 | ROKROCKWELL AUTOMATION INC | 5,560 | $1K | 0.00% | |
| 161 | LMTLOCKHEED MARTIN CORP | 3,466 | $1K | 0.00% | |
| 162 | UNPUNION PAC CORP | 4,238 | $1K | 0.00% | |
| 163 | SYU1SYNOVUS FINL CORP | 7,700 | $0 | 0.00% | |
| 164 | MAMASTERCARD INCORPORATED | 1,377 | $0 | 0.00% | |
| 165 | TAT&T INC | 24,880 | $0 | 0.00% | |
| 166 | IGVISHARES TR | 2,485 | $0 | 0.00% | |
| 167 | GLDMWORLD GOLD TR | 6,105 | $0 | 0.00% | |
| 168 | HSYHERSHEY CO | 3,860 | $0 | 0.00% | |
| 169 | COWZPACER FDS TR | 4,456 | $0 | 0.00% | |
| 170 | EFAISHARES TR | 5,574 | $0 | 0.00% | |
| 171 | TFCTRUIST FINL CORP | 24,786 | $0 | 0.00% | |
| 172 | FCXFREEPORT-MCMORAN INC | 7,460 | $0 | 0.00% | |
| 173 | STZCONSTELLATION BRANDS INC | 809 | $0 | 0.00% | |
| 174 | USBUS BANCORP DEL | 11,391 | $0 | 0.00% | |
| 175 | SCHWSCHWAB CHARLES CORP | 4,605 | $0 | 0.00% | |
| 176 | FDLFIRST TR MORNINGSTAR DIVID L | 17,478 | $0 | 0.00% | |
| 177 | TRVTRAVELERS COMPANIES INC | 2,412 | $0 | 0.00% | |
| 178 | IGMISHARES TR | 6,659 | $0 | 0.00% | |
| 179 | WCNWASTE CONNECTIONS INC | 5,034 | $0 | 0.00% | |
| 180 | KHCKRAFT HEINZ CO | 9,285 | $0 | 0.00% | |
| 181 | DWDMORGAN STANLEY | 4,290 | $0 | 0.00% | |
| 182 | UPSUNITED PARCEL SERVICE INC | 4,723 | $0 | 0.00% | |
| 183 | MOATVANECK ETF TRUST | 4,813 | $0 | 0.00% | |
| 184 | VDEVANGUARD WORLD FD | 2,402 | $0 | 0.00% | |
| 185 | BCCBOISE CASCADE CO DEL | 2,294 | $0 | 0.00% | |
| 186 | PSXPHILLIPS 66 | 2,626 | $0 | 0.00% | |
| 187 | DYHTARGET CORP | 4,705 | $0 | 0.00% | |
| 188 | XFEBFIRST TR EXCH TRADED FD III | 14,609 | $0 | 0.00% | |
| 189 | USLMUNITED STS LIME & MINERALS I | 1,525 | $0 | 0.00% | |
| 190 | GLWCORNING INC | 6,327 | $0 | 0.00% | |
| 191 | MUMICRON TECHNOLOGY INC | 2,329 | $0 | 0.00% | |
| 192 | HDVISHARES TR | 8,227 | $0 | 0.00% | |
| 193 | DHID R HORTON INC | 3,987 | $0 | 0.00% | |
| 194 | WFCWELLS FARGO CO NEW | 7,290 | $0 | 0.00% | |
| 195 | DDOMINION ENERGY INC | 4,850 | $0 | 0.00% | |
| 196 | XLCSELECT SECTOR SPDR TR | 4,166 | $0 | 0.00% | |
| 197 | RSGREPUBLIC SVCS INC | 1,915 | $0 | 0.00% | |
| 198 | PPLPPL CORP | 20,310 | $0 | 0.00% | |
| 199 | MLPAGLOBAL X FDS | 5,200 | $0 | 0.00% | |
| 200 | ETENERGY TRANSFER L P | 43,425 | $0 | 0.00% |