Sound View Wealth Advisors Group, LLC Q2 2023 Filing
Filed August 8, 2023
Portfolio Value
$762.8B
Holdings
363
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (363 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 222,542 | $43K | 0.00% | |
| 2 | MSFTMICROSOFT CORP | 78,931 | $26K | 0.00% | |
| 3 | IBDRISHARES TR | 840,222 | $19K | 0.00% | |
| 4 | IBDQISHARES TR | 746,293 | $18K | 0.00% | |
| 5 | IBDPISHARES TR | 693,229 | $17K | 0.00% | |
| 6 | SCHXSCHWAB STRATEGIC TR | 320,771 | $16K | 0.00% | |
| 7 | IBDSISHARES TR | 662,426 | $15K | 0.00% | |
| 8 | IAUISHARES TR | 566,360 | $14K | 0.00% | |
| 9 | SCHDSCHWAB STRATEGIC TR | 189,907 | $13K | 0.00% | |
| 10 | VIGVANGUARD SPECIALIZED FUNDS | 79,419 | $12K | 0.00% | |
| 11 | PGPROCTER AND GAMBLE CO | 82,526 | $12K | 0.00% | |
| 12 | LLYLILLY ELI & CO | 27,483 | $12K | 0.00% | |
| 13 | JNJJOHNSON & JOHNSON | 78,455 | $12K | 0.00% | |
| 14 | VOOVANGUARD INDEX FDS | 26,576 | $10K | 0.00% | |
| 15 | AMZNAMAZON COM INC | 76,060 | $9K | 0.00% | |
| 16 | DGROISHARES TR | 188,173 | $9K | 0.00% | |
| 17 | IBDTISHARES TR | 388,969 | $9K | 0.00% | |
| 18 | HDHOME DEPOT INC | 31,384 | $9K | 0.00% | |
| 19 | TSLATESLA INC | 37,004 | $9K | 0.00% | |
| 20 | JPMJPMORGAN CHASE & CO | 58,693 | $8K | 0.00% | |
| 21 | VGTVANGUARD WORLD FDS | 19,891 | $8K | 0.00% | |
| 22 | NVDANVIDIA CORPORATION | 19,502 | $8K | 0.00% | |
| 23 | NDQINVESCO QQQ TR | 21,930 | $8K | 0.00% | |
| 24 | SPHQINVESCO EXCHANGE TRADED FD T | 147,055 | $7K | 0.00% | |
| 25 | GOOGALPHABET INC | 62,162 | $7K | 0.00% | |
| 26 | ABBVABBVIE INC | 53,878 | $7K | 0.00% | |
| 27 | KOCOCA COLA CO | 124,438 | $7K | 0.00% | |
| 28 | MCDMCDONALDS CORP | 25,328 | $7K | 0.00% | |
| 29 | BRK/BBERKSHIRE HATHAWAY INC DEL | 17,637 | $6K | 0.00% | |
| 30 | IWFISHARES TR | 22,317 | $6K | 0.00% | |
| 31 | SOSOUTHERN CO | 90,730 | $6K | 0.00% | |
| 32 | EPDENTERPRISE PRODS PARTNERS L | 248,762 | $6K | 0.00% | |
| 33 | DONSPDR DOW JONES INDL AVERAGE | 19,380 | $6K | 0.00% | |
| 34 | AMGNAMGEN INC | 27,278 | $6K | 0.00% | |
| 35 | VTIVANGUARD INDEX FDS | 28,883 | $6K | 0.00% | |
| 36 | AVGOBROADCOM INC | 5,842 | $5K | 0.00% | |
| 37 | CVXCHEVRON CORP NEW | 35,902 | $5K | 0.00% | |
| 38 | PEPPEPSICO INC | 31,147 | $5K | 0.00% | |
| 39 | MRKMERCK & CO INC | 49,656 | $5K | 0.00% | |
| 40 | XOMEXXON MOBIL CORP | 46,793 | $5K | 0.00% | |
| 41 | KMBKIMBERLY-CLARK CORP | 31,534 | $4K | 0.00% | |
| 42 | VVISA INC | 20,003 | $4K | 0.00% | |
| 43 | SPYSPDR S&P 500 ETF TR | 9,685 | $4K | 0.00% | |
| 44 | GOOGLALPHABET INC | 37,049 | $4K | 0.00% | |
| 45 | WMTWALMART INC | 26,625 | $4K | 0.00% | |
| 46 | PFEPFIZER INC | 133,861 | $4K | 0.00% | |
| 47 | VYMVANGUARD WHITEHALL FDS | 38,467 | $4K | 0.00% | |
| 48 | IBTEISHARES TR | 201,878 | $4K | 0.00% | |
| 49 | VTVVANGUARD INDEX FDS | 30,929 | $4K | 0.00% | |
| 50 | XLKSELECT SECTOR SPDR TR | 18,915 | $3K | 0.00% | |
| 51 | NEENEXTERA ENERGY INC | 48,374 | $3K | 0.00% | |
| 52 | EMREMERSON ELEC CO | 40,541 | $3K | 0.00% | |
| 53 | TXNTEXAS INSTRS INC | 16,874 | $3K | 0.00% | |
| 54 | DNPDNP SELECT INCOME FD INC | 303,840 | $3K | 0.00% | |
| 55 | GISGENERAL MLS INC | 39,867 | $3K | 0.00% | |
| 56 | ISTBISHARES TR | 78,468 | $3K | 0.00% | |
| 57 | BACVERIZON COMMUNICATIONS INC | 92,230 | $3K | 0.00% | |
| 58 | AGGISHARES TR | 35,118 | $3K | 0.00% | |
| 59 | BMYBRISTOL-MYERS SQUIBB CO | 50,974 | $3K | 0.00% | |
| 60 | XLVSELECT SECTOR SPDR TR | 25,997 | $3K | 0.00% | |
| 61 | UNHUNITEDHEALTH GROUP INC | 6,488 | $3K | 0.00% | |
| 62 | IWRISHARES TR | 51,198 | $3K | 0.00% | |
| 63 | GDGENERAL DYNAMICS CORP | 16,314 | $3K | 0.00% | |
| 64 | VOEVANGUARD INDEX FDS | 16,827 | $2K | 0.00% | |
| 65 | VHTVANGUARD WORLD FDS | 11,199 | $2K | 0.00% | |
| 66 | AFLAFLAC INC | 37,453 | $2K | 0.00% | |
| 67 | INTCINTEL CORP | 75,917 | $2K | 0.00% | |
| 68 | QCOMQUALCOMM INC | 23,465 | $2K | 0.00% | |
| 69 | MDTMEDTRONIC PLC | 27,764 | $2K | 0.00% | |
| 70 | ORCLORACLE CORP | 20,514 | $2K | 0.00% | |
| 71 | NOBLPROSHARES TR | 28,696 | $2K | 0.00% | |
| 72 | CSCOCISCO SYS INC | 42,361 | $2K | 0.00% | |
| 73 | DEODIAGEO PLC | 14,234 | $2K | 0.00% | |
| 74 | COSTCOSTCO WHSL CORP NEW | 5,040 | $2K | 0.00% | |
| 75 | 4I1PHILIP MORRIS INTL INC | 23,970 | $2K | 0.00% | |
| 76 | GQ9SPDR GOLD TR | 11,631 | $2K | 0.00% | |
| 77 | ABTABBOTT LABS | 22,185 | $2K | 0.00% | |
| 78 | XLUSELECT SECTOR SPDR TR | 31,937 | $2K | 0.00% | |
| 79 | CMCSACOMCAST CORP NEW | 57,424 | $2K | 0.00% | |
| 80 | ITWILLINOIS TOOL WKS INC | 8,486 | $2K | 0.00% | |
| 81 | IBMINTERNATIONAL BUSINESS MACHS | 17,491 | $2K | 0.00% | |
| 82 | XLFISELECT SECTOR SPDR TR | 31,187 | $2K | 0.00% | |
| 83 | PFFISHARES TR | 85,973 | $2K | 0.00% | |
| 84 | TMOTHERMO FISHER SCIENTIFIC INC | 4,163 | $2K | 0.00% | |
| 85 | RTXRAYTHEON TECHNOLOGIES CORP | 21,574 | $2K | 0.00% | |
| 86 | ADPAUTOMATIC DATA PROCESSING IN | 10,111 | $2K | 0.00% | |
| 87 | VUGVANGUARD INDEX FDS | 8,778 | $2K | 0.00% | |
| 88 | FQIDIGITAL RLTY TR INC | 16,431 | $1K | 0.00% | |
| 89 | METAMETA PLATFORMS INC | 4,905 | $1K | 0.00% | |
| 90 | DHRDANAHER CORPORATION | 4,446 | $1K | 0.00% | |
| 91 | LOWLOWES COS INC | 6,908 | $1K | 0.00% | |
| 92 | ZTSZOETIS INC | 7,530 | $1K | 0.00% | |
| 93 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2 | $1K | 0.00% | |
| 94 | AXPAMERICAN EXPRESS CO | 10,820 | $1K | 0.00% | |
| 95 | IWMISHARES TR | 9,938 | $1K | 0.00% | |
| 96 | AONAON PLC | 3,558 | $1K | 0.00% | |
| 97 | FHIFEDERATED HERMES INC | 38,978 | $1K | 0.00% | |
| 98 | KMIKINDER MORGAN INC DEL | 114,431 | $1K | 0.00% | |
| 99 | GSLCGOLDMAN SACHS ETF TR | 15,804 | $1K | 0.00% | |
| 100 | DEDEERE & CO | 3,883 | $1K | 0.00% |
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