Sound View Wealth Advisors Group, LLC Q2 2021 Filing
Filed July 21, 2021
Portfolio Value
$475.8B
Holdings
284
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (284 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 126,471 | $17.3B | 3.64% | |
| 2 | MSFTMICROSOFT CORP | 58,264 | $15.8B | 3.32% | |
| 3 | JNJJOHNSON & JOHNSON | 63,594 | $10.5B | 2.20% | |
| 4 | IAUISHARES TR | 395,227 | $10.3B | 2.17% | |
| 5 | VIGVANGUARD SPECIALIZED FUNDS | 63,925 | $9.9B | 2.08% | |
| 6 | IBDQISHARES TR | 365,821 | $9.9B | 2.08% | |
| 7 | SCHXSCHWAB STRATEGIC TR | 87,508 | $9.1B | 1.91% | |
| 8 | AMZNAMAZON COM INC | 2,630 | $9.0B | 1.90% | |
| 9 | IAUISHARES TR | 351,762 | $8.9B | 1.88% | |
| 10 | IBDPISHARES TR | 309,066 | $8.2B | 1.71% | |
| 11 | HDHOME DEPOT INC | 25,289 | $8.1B | 1.69% | |
| 12 | IBDRISHARES TR | 295,476 | $7.9B | 1.65% | |
| 13 | TSLATESLA INC | 11,215 | $7.6B | 1.60% | |
| 14 | PGPROCTER AND GAMBLE CO | 55,432 | $7.5B | 1.57% | |
| 15 | JPMJPMORGAN CHASE & CO | 44,348 | $6.9B | 1.45% | |
| 16 | DGROISHARES TR | 128,708 | $6.5B | 1.36% | |
| 17 | BACVERIZON COMMUNICATIONS INC | 115,516 | $6.5B | 1.36% | |
| 18 | VGTVANGUARD WORLD FDS | 15,759 | $6.3B | 1.32% | |
| 19 | GOOGALPHABET INC | 2,334 | $5.8B | 1.23% | |
| 20 | LLYLILLY ELI & CO | 25,196 | $5.8B | 1.22% | |
| 21 | MCDMCDONALDS CORP | 22,932 | $5.3B | 1.11% | |
| 22 | KOCOCA COLA CO | 95,055 | $5.1B | 1.08% | |
| 23 | AMGNAMGEN INC | 21,000 | $5.1B | 1.08% | |
| 24 | INTCINTEL CORP | 90,560 | $5.1B | 1.07% | |
| 25 | SOSOUTHERN CO | 83,341 | $5.0B | 1.06% | |
| 26 | ABBVABBVIE INC | 44,018 | $5.0B | 1.04% | |
| 27 | SCHDSCHWAB STRATEGIC TR | 65,369 | $4.9B | 1.04% | |
| 28 | SPHQINVESCO EXCHANGE TRADED FD T | 100,285 | $4.9B | 1.02% | |
| 29 | IWFISHARES TR | 17,553 | $4.8B | 1.00% | |
| 30 | AGGISHARES TR | 40,563 | $4.7B | 0.98% | |
| 31 | DONSPDR DOW JONES INDL AVERAGE | 13,389 | $4.6B | 0.97% | |
| 32 | PFEPFIZER INC | 114,891 | $4.5B | 0.95% | |
| 33 | NDQINVESCO QQQ TR | 12,551 | $4.4B | 0.93% | |
| 34 | NOBLPROSHARES TR | 48,582 | $4.4B | 0.93% | |
| 35 | PEPPEPSICO INC | 29,418 | $4.4B | 0.92% | |
| 36 | BRK/BBERKSHIRE HATHAWAY INC DEL | 14,934 | $4.2B | 0.87% | |
| 37 | KMBKIMBERLY-CLARK CORP | 30,871 | $4.1B | 0.87% | |
| 38 | VOOVANGUARD INDEX FDS | 10,020 | $3.9B | 0.83% | |
| 39 | PFFISHARES TR | 99,976 | $3.9B | 0.83% | |
| 40 | VTVVANGUARD INDEX FDS | 26,698 | $3.7B | 0.77% | |
| 41 | MRKMERCK & CO INC | 46,028 | $3.6B | 0.75% | |
| 42 | DNPDNP SELECT INCOME FD INC | 315,129 | $3.3B | 0.69% | |
| 43 | CVXCHEVRON CORP NEW | 30,883 | $3.2B | 0.68% | |
| 44 | GDGENERAL DYNAMICS CORP | 16,587 | $3.1B | 0.66% | |
| 45 | WMTWALMART INC | 20,872 | $2.9B | 0.62% | |
| 46 | —ISHARES TR | 113,223 | $2.8B | 0.59% | |
| 47 | DEODIAGEO PLC | 14,360 | $2.8B | 0.58% | |
| 48 | GOOGLALPHABET INC | 1,122 | $2.7B | 0.58% | |
| 49 | DISDISNEY WALT CO | 15,161 | $2.7B | 0.56% | |
| 50 | GISGENERAL MLS INC | 40,993 | $2.5B | 0.53% | |
| 51 | IBMINTERNATIONAL BUSINESS MACHS | 17,026 | $2.5B | 0.52% | |
| 52 | QCOMQUALCOMM INC | 17,186 | $2.5B | 0.52% | |
| 53 | NEENEXTERA ENERGY INC | 32,824 | $2.4B | 0.51% | |
| 54 | ISTBISHARES TR | 45,290 | $2.3B | 0.49% | |
| 55 | IWRISHARES TR | 28,873 | $2.3B | 0.48% | |
| 56 | ABTABBOTT LABS | 19,247 | $2.2B | 0.47% | |
| 57 | GPNGLOBAL PMTS INC | 11,377 | $2.1B | 0.45% | |
| 58 | MUBISHARES TR | 18,170 | $2.1B | 0.45% | |
| 59 | AFLAFLAC INC | 39,515 | $2.1B | 0.45% | |
| 60 | CMCSACOMCAST CORP NEW | 36,525 | $2.1B | 0.44% | |
| 61 | 4I1PHILIP MORRIS INTL INC | 20,811 | $2.1B | 0.43% | |
| 62 | ADPAUTOMATIC DATA PROCESSING IN | 9,841 | $2.0B | 0.41% | |
| 63 | NVDANVIDIA CORPORATION | 2,421 | $1.9B | 0.41% | |
| 64 | HONHONEYWELL INTL INC | 8,823 | $1.9B | 0.41% | |
| 65 | VUGVANGUARD INDEX FDS | 6,570 | $1.9B | 0.40% | |
| 66 | VHTVANGUARD WORLD FDS | 7,462 | $1.8B | 0.39% | |
| 67 | METAFACEBOOK INC | 5,265 | $1.8B | 0.38% | |
| 68 | FHIFEDERATED HERMES INC | 53,523 | $1.8B | 0.38% | |
| 69 | ITWILLINOIS TOOL WKS INC | 8,063 | $1.8B | 0.38% | |
| 70 | MOALTRIA GROUP INC | 37,700 | $1.8B | 0.38% | |
| 71 | VVISA INC | 7,448 | $1.7B | 0.37% | |
| 72 | AVGOBROADCOM INC | 3,591 | $1.7B | 0.36% | |
| 73 | BMYBRISTOL-MYERS SQUIBB CO | 25,638 | $1.7B | 0.36% | |
| 74 | MDTMEDTRONIC PLC | 13,785 | $1.7B | 0.36% | |
| 75 | EMREMERSON ELEC CO | 17,591 | $1.7B | 0.36% | |
| 76 | CSCOCISCO SYS INC | 31,901 | $1.7B | 0.36% | |
| 77 | MMM3M CO | 8,262 | $1.6B | 0.34% | |
| 78 | TMOTHERMO FISHER SCIENTIFIC INC | 3,235 | $1.6B | 0.34% | |
| 79 | AEPAMERICAN ELEC PWR CO INC | 19,157 | $1.6B | 0.34% | |
| 80 | FQIDIGITAL RLTY TR INC | 10,680 | $1.6B | 0.34% | |
| 81 | DUKDUKE ENERGY CORP NEW | 16,221 | $1.6B | 0.34% | |
| 82 | XOMEXXON MOBIL CORP | 24,818 | $1.6B | 0.33% | |
| 83 | UNHUNITEDHEALTH GROUP INC | 3,830 | $1.5B | 0.32% | |
| 84 | TXNTEXAS INSTRS INC | 7,969 | $1.5B | 0.32% | |
| 85 | LMTLOCKHEED MARTIN CORP | 4,032 | $1.5B | 0.32% | |
| 86 | WRBBERKLEY W R CORP | 20,488 | $1.5B | 0.32% | |
| 87 | BACBK OF AMERICA CORP | 36,965 | $1.5B | 0.32% | |
| 88 | SDYSPDR SER TR | 11,522 | $1.4B | 0.30% | |
| 89 | TAT&T INC | 48,324 | $1.4B | 0.29% | |
| 90 | PNCPNC FINL SVCS GROUP INC | 7,174 | $1.4B | 0.29% | |
| 91 | ORCLORACLE CORP | 17,419 | $1.4B | 0.29% | |
| 92 | AZNASTRAZENECA PLC | 22,275 | $1.3B | 0.28% | |
| 93 | USMVISHARES TR | 17,829 | $1.3B | 0.28% | |
| 94 | KMIKINDER MORGAN INC DEL | 71,552 | $1.3B | 0.27% | |
| 95 | IWDISHARES TR | 8,024 | $1.3B | 0.27% | |
| 96 | SHOPSHOPIFY INC | 856 | $1.3B | 0.26% | |
| 97 | MTUMISHARES TR | 7,127 | $1.2B | 0.26% | |
| 98 | IWBISHARES TR | 5,089 | $1.2B | 0.26% | |
| 99 | LOWLOWES COS INC | 6,340 | $1.2B | 0.26% | |
| 100 | VCRVANGUARD WORLD FDS | 3,783 | $1.2B | 0.25% |
Page 1 of 3Next