Sound View Wealth Advisors Group, LLC Q2 2020 Filing
Filed August 7, 2020
Portfolio Value
$355.1B
Holdings
242
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (242 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 32,670 | $11.9B | 3.36% | |
| 2 | MSFTMICROSOFT CORP | 57,966 | $11.8B | 3.32% | |
| 3 | JNJJOHNSON & JOHNSON | 64,905 | $9.1B | 2.57% | |
| 4 | IAUISHARES TR | 325,965 | $8.6B | 2.41% | |
| 5 | VIGVANGUARD SPECIALIZED FUNDS | 62,037 | $7.3B | 2.05% | |
| 6 | BACVERIZON COMMUNICATIONS INC | 131,451 | $7.2B | 2.04% | |
| 7 | HDHOME DEPOT INC | 28,655 | $7.2B | 2.02% | |
| 8 | IAUISHARES TR | 272,808 | $7.0B | 1.97% | |
| 9 | PGPROCTER AND GAMBLE CO | 57,204 | $6.8B | 1.93% | |
| 10 | AMZNAMAZON COM INC | 2,402 | $6.6B | 1.87% | |
| 11 | —ISHARES TR | 261,155 | $6.6B | 1.85% | |
| 12 | IBDPISHARES TR | 231,058 | $6.1B | 1.72% | |
| 13 | INTCINTEL CORP | 95,346 | $5.7B | 1.61% | |
| 14 | KOCOCA COLA CO | 113,753 | $5.1B | 1.43% | |
| 15 | AMGNAMGEN INC | 21,219 | $5.0B | 1.41% | |
| 16 | SCHXSCHWAB STRATEGIC TR | 67,343 | $5.0B | 1.41% | |
| 17 | —ISHARES TR | 192,590 | $4.9B | 1.37% | |
| 18 | KMBKIMBERLY CLARK CORP | 34,446 | $4.9B | 1.37% | |
| 19 | MCDMCDONALDS CORP | 24,885 | $4.6B | 1.29% | |
| 20 | JPMJPMORGAN CHASE & CO | 48,217 | $4.5B | 1.28% | |
| 21 | ABBVABBVIE INC | 44,989 | $4.4B | 1.24% | |
| 22 | SOSOUTHERN CO | 84,407 | $4.4B | 1.23% | |
| 23 | LLYLILLY ELI & CO | 26,109 | $4.3B | 1.21% | |
| 24 | MRKMERCK & CO. INC | 55,228 | $4.3B | 1.20% | |
| 25 | NDQINVESCO QQQ TR | 16,824 | $4.2B | 1.17% | |
| 26 | VGTVANGUARD WORLD FDS | 14,686 | $4.1B | 1.15% | |
| 27 | IWFISHARES TR | 21,152 | $4.1B | 1.14% | |
| 28 | PFEPFIZER INC | 119,967 | $3.9B | 1.10% | |
| 29 | PEPPEPSICO INC | 29,332 | $3.9B | 1.09% | |
| 30 | AQLTISHARES TR | 46,681 | $3.8B | 1.06% | |
| 31 | GOOGALPHABET INC | 2,563 | $3.6B | 1.02% | |
| 32 | SPHQINVESCO EXCHANGE TRADED FD T | 97,717 | $3.5B | 0.97% | |
| 33 | PFFISHARES TR | 96,504 | $3.3B | 0.94% | |
| 34 | DNPDNP SELECT INCOME FD | 302,608 | $3.3B | 0.93% | |
| 35 | SCHDSCHWAB STRATEGIC TR | 60,285 | $3.1B | 0.88% | |
| 36 | CVXCHEVRON CORP NEW | 34,315 | $3.1B | 0.86% | |
| 37 | DONSPDR DOW JONES INDL AVERAGE | 11,513 | $3.0B | 0.84% | |
| 38 | BRK/BBERKSHIRE HATHAWAY INC DEL | 16,004 | $2.9B | 0.80% | |
| 39 | GDGENERAL DYNAMICS CORP | 18,308 | $2.7B | 0.77% | |
| 40 | IBMINTERNATIONAL BUSINESS MACHS | 22,339 | $2.7B | 0.76% | |
| 41 | TAT&T INC | 86,205 | $2.6B | 0.73% | |
| 42 | GISGENERAL MLS INC | 41,521 | $2.6B | 0.72% | |
| 43 | EMREMERSON ELEC CO | 40,462 | $2.5B | 0.71% | |
| 44 | WMTWALMART INC | 20,637 | $2.5B | 0.70% | |
| 45 | VOOVANGUARD INDEX FDS | 8,716 | $2.5B | 0.70% | |
| 46 | DEODIAGEO P L C | 17,796 | $2.4B | 0.67% | |
| 47 | VTVVANGUARD INDEX FDS | 23,711 | $2.4B | 0.66% | |
| 48 | MUBISHARES TR | 19,048 | $2.2B | 0.62% | |
| 49 | USMVISHARES TR | 35,528 | $2.2B | 0.61% | |
| 50 | IBDQISHARES TR | 75,643 | $2.0B | 0.57% | |
| 51 | NOBLPROSHARES TR | 29,973 | $2.0B | 0.57% | |
| 52 | NEENEXTERA ENERGY INC | 8,243 | $2.0B | 0.56% | |
| 53 | GPNGLOBAL PMTS INC | 11,417 | $1.9B | 0.55% | |
| 54 | MOALTRIA GROUP INC | 47,761 | $1.9B | 0.53% | |
| 55 | AEPAMERICAN ELEC PWR CO INC | 23,019 | $1.8B | 0.52% | |
| 56 | ABTABBOTT LABS | 19,281 | $1.8B | 0.50% | |
| 57 | DISDISNEY WALT CO | 15,572 | $1.7B | 0.49% | |
| 58 | XOMEXXON MOBIL CORP | 38,669 | $1.7B | 0.49% | |
| 59 | 4I1PHILIP MORRIS INTL INC | 24,510 | $1.7B | 0.48% | |
| 60 | GOOGLALPHABET INC | 1,152 | $1.6B | 0.46% | |
| 61 | CSCOCISCO SYS INC | 34,802 | $1.6B | 0.46% | |
| 62 | AGGISHARES TR | 13,168 | $1.6B | 0.44% | |
| 63 | HONHONEYWELL INTL INC | 10,733 | $1.6B | 0.44% | |
| 64 | BMYBRISTOL-MYERS SQUIBB CO | 25,775 | $1.5B | 0.43% | |
| 65 | FQIDIGITAL RLTY TR INC | 10,590 | $1.5B | 0.42% | |
| 66 | VVISA INC | 7,777 | $1.5B | 0.42% | |
| 67 | ADPAUTOMATIC DATA PROCESSING IN | 10,049 | $1.5B | 0.42% | |
| 68 | AFLAFLAC INC | 41,238 | $1.5B | 0.42% | |
| 69 | ITWILLINOIS TOOL WKS INC | 8,485 | $1.5B | 0.42% | |
| 70 | IVOOVANGUARD ADMIRAL FDS INC | 12,158 | $1.5B | 0.41% | |
| 71 | MMM3M CO | 9,296 | $1.4B | 0.41% | |
| 72 | GSLCGOLDMAN SACHS ETF TR | 23,123 | $1.4B | 0.41% | |
| 73 | VHTVANGUARD WORLD FDS | 7,283 | $1.4B | 0.40% | |
| 74 | VUGVANGUARD INDEX FDS | 6,750 | $1.4B | 0.38% | |
| 75 | ISTBISHARES TR | 26,293 | $1.4B | 0.38% | |
| 76 | MDTMEDTRONIC PLC | 14,490 | $1.3B | 0.37% | |
| 77 | TMOTHERMO FISHER SCIENTIFIC INC | 3,617 | $1.3B | 0.37% | |
| 78 | AZNASTRAZENECA PLC | 24,346 | $1.3B | 0.36% | |
| 79 | RTXRAYTHEON TECHNOLOGIES CORP | 20,892 | $1.3B | 0.36% | |
| 80 | DUKDUKE ENERGY CORP NEW | 15,973 | $1.3B | 0.36% | |
| 81 | METAFACEBOOK INC | 5,530 | $1.3B | 0.35% | |
| 82 | AVGOBROADCOM INC | 3,974 | $1.3B | 0.35% | |
| 83 | ACWVISHARES INC | 14,126 | $1.2B | 0.35% | |
| 84 | REGNREGENERON PHARMACEUTICALS | 1,977 | $1.2B | 0.35% | |
| 85 | MMTMSPDR SER TR | 9,040 | $1.2B | 0.34% | |
| 86 | WRBBERKLEY W R CORP | 20,480 | $1.2B | 0.33% | |
| 87 | CMCSACOMCAST CORP NEW | 29,480 | $1.1B | 0.32% | |
| 88 | TXNTEXAS INSTRS INC | 9,026 | $1.1B | 0.32% | |
| 89 | UNHUNITEDHEALTH GROUP INC | 3,733 | $1.1B | 0.31% | |
| 90 | SDYSPDR SER TR | 12,040 | $1.1B | 0.31% | |
| 91 | CMECME GROUP INC | 6,409 | $1.0B | 0.29% | |
| 92 | QCOMQUALCOMM INC | 11,264 | $1.0B | 0.29% | |
| 93 | KMIKINDER MORGAN INC DEL | 66,575 | $1.0B | 0.28% | |
| 94 | LMTLOCKHEED MARTIN CORP | 2,670 | $974.0M | 0.27% | |
| 95 | BAXBAXTER INTL INC | 10,927 | $941.0M | 0.27% | |
| 96 | LOWLOWES COS INC | 6,828 | $923.0M | 0.26% | |
| 97 | APDAIR PRODS & CHEMS INC | 3,811 | $920.0M | 0.26% | |
| 98 | ORCLORACLE CORP | 16,447 | $909.0M | 0.26% | |
| 99 | BACBK OF AMERICA CORP | 37,768 | $897.0M | 0.25% | |
| 100 | UTGREAVES UTIL INCOME FD | 29,549 | $892.0M | 0.25% |
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