Sound View Wealth Advisors Group, LLC Q2 2022 Filing
Filed August 5, 2022
Portfolio Value
$477.7B
Holdings
280
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (280 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 129,550 | $17.7B | 3.71% | |
| 2 | MSFTMICROSOFT CORP | 61,386 | $15.8B | 3.30% | |
| 3 | IBDRISHARES TR | 525,109 | $12.5B | 2.62% | |
| 4 | IBDQISHARES TR | 474,315 | $11.7B | 2.45% | |
| 5 | IAUISHARES TR | 444,022 | $11.1B | 2.33% | |
| 6 | JNJJOHNSON & JOHNSON | 61,375 | $10.9B | 2.28% | |
| 7 | IBDPISHARES TR | 390,165 | $9.7B | 2.02% | |
| 8 | IBDSISHARES TR | 378,553 | $9.0B | 1.89% | |
| 9 | SCHXSCHWAB STRATEGIC TR | 189,432 | $8.5B | 1.77% | |
| 10 | VIGVANGUARD SPECIALIZED FUNDS | 57,022 | $8.2B | 1.71% | |
| 11 | PGPROCTER AND GAMBLE CO | 56,374 | $8.1B | 1.70% | |
| 12 | LLYLILLY ELI & CO | 24,348 | $7.9B | 1.65% | |
| 13 | TSLATESLA INC | 11,494 | $7.7B | 1.62% | |
| 14 | HDHOME DEPOT INC | 26,006 | $7.1B | 1.49% | |
| 15 | SCHDSCHWAB STRATEGIC TR | 99,238 | $7.1B | 1.49% | |
| 16 | DGROISHARES TR | 139,732 | $6.7B | 1.39% | |
| 17 | AMZNAMAZON COM INC | 61,113 | $6.5B | 1.36% | |
| 18 | ABBVABBVIE INC | 41,823 | $6.4B | 1.34% | |
| 19 | EPDENTERPRISE PRODS PARTNERS L | 250,804 | $6.1B | 1.28% | |
| 20 | SOSOUTHERN CO | 80,019 | $5.7B | 1.19% | |
| 21 | KOCOCA COLA CO | 90,559 | $5.7B | 1.19% | |
| 22 | PFEPFIZER INC | 106,162 | $5.6B | 1.17% | |
| 23 | JPMJPMORGAN CHASE & CO | 49,146 | $5.5B | 1.16% | |
| 24 | MCDMCDONALDS CORP | 21,927 | $5.4B | 1.13% | |
| 25 | GOOGALPHABET INC | 2,455 | $5.4B | 1.12% | |
| 26 | VGTVANGUARD WORLD FDS | 15,873 | $5.2B | 1.08% | |
| 27 | AMGNAMGEN INC | 21,262 | $5.2B | 1.08% | |
| 28 | BACVERIZON COMMUNICATIONS INC | 101,092 | $5.1B | 1.07% | |
| 29 | VOOVANGUARD INDEX FDS | 14,132 | $4.9B | 1.03% | |
| 30 | DONSPDR DOW JONES INDL AVERAGE | 15,488 | $4.8B | 1.00% | |
| 31 | PEPPEPSICO INC | 28,112 | $4.7B | 0.98% | |
| 32 | CVXCHEVRON CORP NEW | 30,928 | $4.5B | 0.94% | |
| 33 | MRKMERCK & CO INC | 46,925 | $4.3B | 0.90% | |
| 34 | SPHQINVESCO EXCHANGE TRADED FD T | 96,551 | $4.1B | 0.85% | |
| 35 | NDQINVESCO QQQ TR | 14,257 | $4.0B | 0.84% | |
| 36 | KMBKIMBERLY-CLARK CORP | 28,754 | $3.9B | 0.81% | |
| 37 | BRK/BBERKSHIRE HATHAWAY INC DEL | 14,139 | $3.9B | 0.81% | |
| 38 | IWFISHARES TR | 16,914 | $3.7B | 0.77% | |
| 39 | AGGISHARES TR | 36,169 | $3.7B | 0.77% | |
| 40 | DNPDNP SELECT INCOME FD INC | 308,634 | $3.3B | 0.70% | |
| 41 | NEENEXTERA ENERGY INC | 41,936 | $3.2B | 0.68% | |
| 42 | VTIVANGUARD INDEX FDS | 17,041 | $3.2B | 0.67% | |
| 43 | XOMEXXON MOBIL CORP | 37,194 | $3.2B | 0.67% | |
| 44 | VTVVANGUARD INDEX FDS | 24,057 | $3.2B | 0.66% | |
| 45 | GDGENERAL DYNAMICS CORP | 13,654 | $3.0B | 0.63% | |
| 46 | PFFISHARES TR | 90,024 | $3.0B | 0.62% | |
| 47 | INTCINTEL CORP | 78,603 | $2.9B | 0.62% | |
| 48 | GOOGLALPHABET INC | 1,305 | $2.8B | 0.60% | |
| 49 | WMTWALMART INC | 22,847 | $2.8B | 0.58% | |
| 50 | GISGENERAL MLS INC | 35,589 | $2.7B | 0.56% | |
| 51 | BMYBRISTOL-MYERS SQUIBB CO | 32,816 | $2.5B | 0.53% | |
| 52 | NOBLPROSHARES TR | 29,348 | $2.5B | 0.52% | |
| 53 | NVDANVIDIA CORPORATION | 16,393 | $2.5B | 0.52% | |
| 54 | DEODIAGEO PLC | 13,864 | $2.4B | 0.51% | |
| 55 | QCOMQUALCOMM INC | 18,645 | $2.4B | 0.50% | |
| 56 | ISTBISHARES TR | 49,068 | $2.3B | 0.49% | |
| 57 | VYMVANGUARD WHITEHALL FDS | 22,379 | $2.3B | 0.48% | |
| 58 | UNHUNITEDHEALTH GROUP INC | 4,284 | $2.2B | 0.46% | |
| 59 | ABTABBOTT LABS | 19,984 | $2.2B | 0.45% | |
| 60 | SPYSPDR S&P 500 ETF TR | 5,690 | $2.1B | 0.45% | |
| 61 | IWRISHARES TR | 32,827 | $2.1B | 0.44% | |
| 62 | AVGOBROADCOM INC | 4,347 | $2.1B | 0.44% | |
| 63 | WRBBERKLEY W R CORP | 30,741 | $2.1B | 0.44% | |
| 64 | AFLAFLAC INC | 37,152 | $2.1B | 0.43% | |
| 65 | ADPAUTOMATIC DATA PROCESSING IN | 9,660 | $2.0B | 0.42% | |
| 66 | TMOTHERMO FISHER SCIENTIFIC INC | 3,668 | $2.0B | 0.42% | |
| 67 | SCTXXSCHWAB CHARLES FAMILY FD | 1,976,771 | $2.0B | 0.41% | |
| 68 | 4I1PHILIP MORRIS INTL INC | 19,044 | $1.9B | 0.39% | |
| 69 | AEPAMERICAN ELEC PWR CO INC | 19,592 | $1.9B | 0.39% | |
| 70 | IBMINTERNATIONAL BUSINESS MACHS | 12,706 | $1.8B | 0.38% | |
| 71 | VVISA INC | 9,027 | $1.8B | 0.37% | |
| 72 | RTXRAYTHEON TECHNOLOGIES CORP | 17,759 | $1.7B | 0.36% | |
| 73 | LMTLOCKHEED MARTIN CORP | 3,958 | $1.7B | 0.36% | |
| 74 | DUKDUKE ENERGY CORP NEW | 15,584 | $1.7B | 0.35% | |
| 75 | CMCSACOMCAST CORP NEW | 42,345 | $1.7B | 0.35% | |
| 76 | DISDISNEY WALT CO | 17,372 | $1.6B | 0.34% | |
| 77 | XLVSELECT SECTOR SPDR TR | 12,561 | $1.6B | 0.34% | |
| 78 | ITWILLINOIS TOOL WKS INC | 8,455 | $1.5B | 0.32% | |
| 79 | CRMSALESFORCE INC | 9,266 | $1.5B | 0.32% | |
| 80 | VHTVANGUARD WORLD FDS | 6,484 | $1.5B | 0.32% | |
| 81 | MUBISHARES TR | 14,168 | $1.5B | 0.32% | |
| 82 | TXNTEXAS INSTRS INC | 9,590 | $1.5B | 0.31% | |
| 83 | AZNASTRAZENECA PLC | 22,148 | $1.5B | 0.31% | |
| 84 | MDTMEDTRONIC PLC | 15,948 | $1.4B | 0.30% | |
| 85 | LOWLOWES COS INC | 8,105 | $1.4B | 0.30% | |
| 86 | EMREMERSON ELEC CO | 17,752 | $1.4B | 0.30% | |
| 87 | XLKSELECT SECTOR SPDR TR | 10,869 | $1.4B | 0.29% | |
| 88 | MOALTRIA GROUP INC | 32,998 | $1.4B | 0.29% | |
| 89 | CSCOCISCO SYS INC | 31,973 | $1.4B | 0.29% | |
| 90 | COSTCOSTCO WHSL CORP NEW | 2,843 | $1.4B | 0.29% | |
| 91 | IVVISHARES TR | 3,525 | $1.3B | 0.28% | |
| 92 | VUGVANGUARD INDEX FDS | 5,822 | $1.3B | 0.27% | |
| 93 | ORCLORACLE CORP | 18,311 | $1.3B | 0.27% | |
| 94 | KMIKINDER MORGAN INC DEL | 75,750 | $1.3B | 0.27% | |
| 95 | NOCNORTHROP GRUMMAN CORP | 2,647 | $1.3B | 0.27% | |
| 96 | IWBISHARES TR | 5,967 | $1.2B | 0.26% | |
| 97 | FHIFEDERATED HERMES INC | 38,602 | $1.2B | 0.26% | |
| 98 | FQIDIGITAL RLTY TR INC | 9,412 | $1.2B | 0.26% | |
| 99 | BACBK OF AMERICA CORP | 39,037 | $1.2B | 0.25% | |
| 100 | GPNGLOBAL PMTS INC | 10,539 | $1.2B | 0.24% |
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