Sound View Wealth Advisors Group, LLC Q2 2024 Filing
Filed August 5, 2024
Portfolio Value
$970.2B
Holdings
358
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (358 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 228,462 | $48K | 0.00% | |
| 2 | MSFTMICROSOFT CORP | 77,275 | $34K | 0.00% | |
| 3 | IBDQISHARES TR | 1,059,376 | $26K | 0.00% | |
| 4 | LLYELI LILLY & CO | 26,644 | $24K | 0.00% | |
| 5 | NVDANVIDIA CORPORATION | 184,482 | $22K | 0.00% | |
| 6 | IBDRISHARES TR | 942,940 | $22K | 0.00% | |
| 7 | SCHXSCHWAB STRATEGIC TR | 312,937 | $20K | 0.00% | |
| 8 | IBDPISHARES TR | 804,501 | $20K | 0.00% | |
| 9 | IBDSISHARES TR | 764,678 | $18K | 0.00% | |
| 10 | BUFRFIRST TR EXCHNG TRADED FD VI | 592,823 | $17K | 0.00% | |
| 11 | VOOVANGUARD INDEX FDS | 32,430 | $16K | 0.00% | |
| 12 | VIGVANGUARD SPECIALIZED FUNDS | 84,589 | $15K | 0.00% | |
| 13 | IBDTISHARES TR | 645,251 | $15K | 0.00% | |
| 14 | SCHDSCHWAB STRATEGIC TR | 180,781 | $14K | 0.00% | |
| 15 | VTIVANGUARD INDEX FDS | 52,208 | $13K | 0.00% | |
| 16 | VGTVANGUARD WORLD FD | 23,195 | $13K | 0.00% | |
| 17 | PGPROCTER AND GAMBLE CO | 82,160 | $13K | 0.00% | |
| 18 | AMZNAMAZON COM INC | 71,248 | $13K | 0.00% | |
| 19 | NDQINVESCO QQQ TR | 24,347 | $11K | 0.00% | |
| 20 | JPMJPMORGAN CHASE & CO. | 56,127 | $11K | 0.00% | |
| 21 | IBDUISHARES TR | 502,849 | $11K | 0.00% | |
| 22 | SPHQINVESCO EXCHANGE TRADED FD T | 176,569 | $11K | 0.00% | |
| 23 | JNJJOHNSON & JOHNSON | 77,932 | $11K | 0.00% | |
| 24 | IBDVISHARES TR | 494,404 | $10K | 0.00% | |
| 25 | IBDWISHARES TR | 503,132 | $10K | 0.00% | |
| 26 | HDHOME DEPOT INC | 30,993 | $10K | 0.00% | |
| 27 | GOOGALPHABET INC | 58,641 | $10K | 0.00% | |
| 28 | DGROISHARES TR | 158,534 | $9K | 0.00% | |
| 29 | ABBVABBVIE INC | 54,024 | $9K | 0.00% | |
| 30 | DONSPDR DOW JONES INDL AVERAGE | 22,308 | $8K | 0.00% | |
| 31 | IBTEISHARES TR | 370,695 | $8K | 0.00% | |
| 32 | SPYSPDR S&P 500 ETF TR | 14,794 | $8K | 0.00% | |
| 33 | BRK/BBERKSHIRE HATHAWAY INC DEL | 17,473 | $7K | 0.00% | |
| 34 | AVGOBROADCOM INC | 4,553 | $7K | 0.00% | |
| 35 | TSLATESLA INC | 36,009 | $7K | 0.00% | |
| 36 | EPDENTERPRISE PRODS PARTNERS L | 248,462 | $7K | 0.00% | |
| 37 | KOCOCA COLA CO | 112,701 | $7K | 0.00% | |
| 38 | AMGNAMGEN INC | 25,326 | $7K | 0.00% | |
| 39 | VYMVANGUARD WHITEHALL FDS | 51,446 | $6K | 0.00% | |
| 40 | MRKMERCK & CO INC | 48,489 | $6K | 0.00% | |
| 41 | BNDVANGUARD BD INDEX FDS | 89,121 | $6K | 0.00% | |
| 42 | MCDMCDONALDS CORP | 25,788 | $6K | 0.00% | |
| 43 | SOSOUTHERN CO | 87,319 | $6K | 0.00% | |
| 44 | XOMEXXON MOBIL CORP | 59,909 | $6K | 0.00% | |
| 45 | GOOGLALPHABET INC | 34,436 | $6K | 0.00% | |
| 46 | IWFISHARES TR | 18,924 | $6K | 0.00% | |
| 47 | CVXCHEVRON CORP NEW | 37,601 | $5K | 0.00% | |
| 48 | WMTWALMART INC | 83,267 | $5K | 0.00% | |
| 49 | VVISA INC | 20,666 | $5K | 0.00% | |
| 50 | XLKSELECT SECTOR SPDR TR | 25,080 | $5K | 0.00% | |
| 51 | XLVSELECT SECTOR SPDR TR | 30,413 | $4K | 0.00% | |
| 52 | COSTCOSTCO WHSL CORP NEW | 5,217 | $4K | 0.00% | |
| 53 | PEPPEPSICO INC | 28,606 | $4K | 0.00% | |
| 54 | VTVVANGUARD INDEX FDS | 28,101 | $4K | 0.00% | |
| 55 | IWRISHARES TR | 55,380 | $4K | 0.00% | |
| 56 | IBMINTERNATIONAL BUSINESS MACHS | 26,738 | $4K | 0.00% | |
| 57 | METAMETA PLATFORMS INC | 7,980 | $4K | 0.00% | |
| 58 | EMREMERSON ELEC CO | 39,865 | $4K | 0.00% | |
| 59 | QCOMQUALCOMM INC | 21,414 | $4K | 0.00% | |
| 60 | AFLAFLAC INC | 35,750 | $3K | 0.00% | |
| 61 | AQLTISHARES TR | 121,826 | $3K | 0.00% | |
| 62 | IAUISHARES TR | 129,651 | $3K | 0.00% | |
| 63 | CATCATERPILLAR INC | 9,758 | $3K | 0.00% | |
| 64 | GDGENERAL DYNAMICS CORP | 11,413 | $3K | 0.00% | |
| 65 | VHTVANGUARD WORLD FD | 13,569 | $3K | 0.00% | |
| 66 | UNHUNITEDHEALTH GROUP INC | 6,321 | $3K | 0.00% | |
| 67 | VUGVANGUARD INDEX FDS | 8,314 | $3K | 0.00% | |
| 68 | KMBKIMBERLY-CLARK CORP | 28,893 | $3K | 0.00% | |
| 69 | IBMOISHARES TR | 135,721 | $3K | 0.00% | |
| 70 | PFEPFIZER INC | 122,453 | $3K | 0.00% | |
| 71 | NEENEXTERA ENERGY INC | 44,458 | $3K | 0.00% | |
| 72 | AGGISHARES TR | 31,919 | $3K | 0.00% | |
| 73 | DNPDNP SELECT INCOME FD INC | 267,182 | $2K | 0.00% | |
| 74 | TXNTEXAS INSTRS INC | 13,284 | $2K | 0.00% | |
| 75 | VOVANGUARD INDEX FDS | 9,558 | $2K | 0.00% | |
| 76 | FQIDIGITAL RLTY TR INC | 15,539 | $2K | 0.00% | |
| 77 | IWBISHARES TR | 9,347 | $2K | 0.00% | |
| 78 | BACVERIZON COMMUNICATIONS INC | 66,375 | $2K | 0.00% | |
| 79 | ADPAUTOMATIC DATA PROCESSING IN | 9,976 | $2K | 0.00% | |
| 80 | ISTBISHARES TR | 55,642 | $2K | 0.00% | |
| 81 | CRMSALESFORCE INC | 9,909 | $2K | 0.00% | |
| 82 | RTXRTX CORPORATION | 21,806 | $2K | 0.00% | |
| 83 | PFFISHARES TR | 74,963 | $2K | 0.00% | |
| 84 | PGRPROGRESSIVE CORP | 9,970 | $2K | 0.00% | |
| 85 | IGSBISHARES TR | 46,013 | $2K | 0.00% | |
| 86 | REGNREGENERON PHARMACEUTICALS | 1,961 | $2K | 0.00% | |
| 87 | DUKDUKE ENERGY CORP NEW | 20,183 | $2K | 0.00% | |
| 88 | NOBLPROSHARES TR | 22,804 | $2K | 0.00% | |
| 89 | FITBFIFTH THIRD BANCORP | 73,734 | $2K | 0.00% | |
| 90 | GISGENERAL MLS INC | 37,890 | $2K | 0.00% | |
| 91 | TMOTHERMO FISHER SCIENTIFIC INC | 4,057 | $2K | 0.00% | |
| 92 | ORCLORACLE CORP | 20,528 | $2K | 0.00% | |
| 93 | IWMISHARES TR | 10,862 | $2K | 0.00% | |
| 94 | AXPAMERICAN EXPRESS CO | 12,695 | $2K | 0.00% | |
| 95 | 4I1PHILIP MORRIS INTL INC | 20,534 | $2K | 0.00% | |
| 96 | BMYBRISTOL-MYERS SQUIBB CO | 61,564 | $2K | 0.00% | |
| 97 | IBMPISHARES TR | 104,864 | $2K | 0.00% | |
| 98 | CMCSACOMCAST CORP NEW | 65,143 | $2K | 0.00% | |
| 99 | WMBWILLIAMS COS INC | 55,656 | $2K | 0.00% | |
| 100 | ITWILLINOIS TOOL WKS INC | 8,646 | $2K | 0.00% |
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