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)

#StockSharesValue% PortfolioType
101
ZTSZOETIS INC
12,581$2K0.00%
102
MDTMEDTRONIC PLC
31,456$2K0.00%
103
KMIKINDER MORGAN INC DEL
116,346$2K0.00%
104
BACBANK AMERICA CORP
65,070$2K0.00%
105
XLUSELECT SECTOR SPDR TR
36,176$2K0.00%
106
WRBBERKLEY W R CORP
30,976$2K0.00%
107
GQ9SPDR GOLD TR
12,281$2K0.00%
108
ABTABBOTT LABS
23,268$2K0.00%
109
XLFISELECT SECTOR SPDR TR
32,372$2K0.00%
110
INTUINTUIT
3,461$2K0.00%
111
IBMRISHARES TR
65,427$1K0.00%
112
LOWLOWES COS INC
6,277$1K0.00%
113
AMDADVANCED MICRO DEVICES INC
6,266$1K0.00%
114
BRK-BBERKSHIRE HATHAWAY INC DEL
2$1K0.00%
115
DEDEERE & CO
3,895$1K0.00%
116
PNCPNC FINL SVCS GROUP INC
7,657$1K0.00%
117
AQLTISHARES TR
21,649$1K0.00%
118
AEPAMERICAN ELEC PWR CO INC
19,966$1K0.00%
119
VIGIVANGUARD WHITEHALL FDS
17,568$1K0.00%
120
BLKCHFBLACKROCK INC
1,556$1K0.00%
121
IWDISHARES TR
7,138$1K0.00%
122
AQLTISHARES TR
10,594$1K0.00%
123
WMWASTE MGMT INC DEL
8,597$1K0.00%
124
FHIFEDERATED HERMES INC
36,217$1K0.00%
125
IVVISHARES TR
3,407$1K0.00%
126
PEGPUBLIC SVC ENTERPRISE GRP IN
14,378$1K0.00%
127
EFXEQUIFAX INC
4,602$1K0.00%
128
GPNGLOBAL PMTS INC
10,988$1K0.00%
129
ETNEATON CORP PLC
3,636$1K0.00%
130
DEODIAGEO PLC
13,805$1K0.00%
131
MGAMAGNA INTL INC
29,239$1K0.00%
132
CSCOCISCO SYS INC
40,614$1K0.00%
133
IEFISHARES TR
13,153$1K0.00%
134
PANWPALO ALTO NETWORKS INC
3,021$1K0.00%
135
EDCONSOLIDATED EDISON INC
20,408$1K0.00%
136
MOALTRIA GROUP INC
36,614$1K0.00%
137
HCAHCA HEALTHCARE INC
5,343$1K0.00%
138
VRTXVERTEX PHARMACEUTICALS INC
2,980$1K0.00%
139
EQIXEQUINIX INC
2,324$1K0.00%
140
DISDISNEY WALT CO
13,049$1K0.00%
141
EXREXTRA SPACE STORAGE INC
6,640$1K0.00%
142
CPCANADIAN PACIFIC KANSAS CITY
16,126$1K0.00%
143
INTCINTEL CORP
63,308$1K0.00%
144
IBMQISHARES TR
77,108$1K0.00%
145
BAXBAXTER INTL INC
37,512$1K0.00%
146
ROKROCKWELL AUTOMATION INC
5,923$1K0.00%
147
NFLXNETFLIX INC
1,645$1K0.00%
148
PG4PRINCIPAL FINANCIAL GROUP IN
18,815$1K0.00%
149
BUFFINNOVATOR ETFS TRUST
25,575$1K0.00%
150
AZNASTRAZENECA PLC
18,847$1K0.00%
151
LRCXEURLAM RESEARCH CORP
1,748$1K0.00%
152
IAU*ISHARES GOLD TR
25,217$1K0.00%
153
PAYXPAYCHEX INC
10,070$1K0.00%
154
HONHONEYWELL INTL INC
7,449$1K0.00%
155
IVWISHARES TR
11,506$1K0.00%
156
ISRGINTUITIVE SURGICAL INC
2,800$1K0.00%
157
8CWCROWN CASTLE INC
12,126$1K0.00%
158
SYKSTRYKER CORPORATION
3,924$1K0.00%
159
VOEVANGUARD INDEX FDS
10,711$1K0.00%
160
TJXTJX COS INC NEW
11,011$1K0.00%
161
LMTLOCKHEED MARTIN CORP
3,503$1K0.00%
162
PSEPINNOVATOR ETFS TRUST
7,945$00.00%
163
IVOOVANGUARD ADMIRAL FDS INC
6,062$00.00%
164
IBITISHARES BITCOIN TR
8,643$00.00%
165
EAGGISHARES TR
9,318$00.00%
166
GPCGENUINE PARTS CO
3,051$00.00%
167
DFUVDIMENSIONAL ETF TRUST
17,170$00.00%
168
WSOWATSCO INC
899$00.00%
169
DHRDANAHER CORPORATION
1,525$00.00%
170
DFUSDIMENSIONAL ETF TRUST
9,462$00.00%
171
JAZZJAZZ PHARMACEUTICALS PLC
6,687$00.00%
172
USMVISHARES TR
9,889$00.00%
173
NVTNVENT ELECTRIC PLC
3,198$00.00%
174
OKEONEOK INC NEW
5,463$00.00%
175
CCLCARNIVAL CORP
14,342$00.00%
176
NKENIKE INC
5,540$00.00%
177
PSXPHILLIPS 66
2,226$00.00%
178
NOCNORTHROP GRUMMAN CORP
1,767$00.00%
179
DRIDARDEN RESTAURANTS INC
2,533$00.00%
180
XJHISHARES TR
7,185$00.00%
181
IWPISHARES TR
7,979$00.00%
182
TRITHOMSON REUTERS CORP.
1,407$00.00%
183
GLDMWORLD GOLD TR
6,105$00.00%
184
BTZBLACKROCK CR ALLOCATION INCO
14,686$00.00%
185
ATRAPTARGROUP INC
1,803$00.00%
186
VMCVULCAN MATLS CO
1,115$00.00%
187
TRVCCITIGROUP INC
5,374$00.00%
188
FNFFIDELITY NATIONAL FINANCIAL
7,122$00.00%
189
WYWEYERHAEUSER CO MTN BE
10,883$00.00%
190
PDECINNOVATOR ETFS TRUST
8,091$00.00%
191
PRKPARK NATL CORP
5,393$00.00%
192
TSMTAIWAN SEMICONDUCTOR MFG LTD
4,141$00.00%
193
IWSISHARES TR
7,073$00.00%
194
IJHISHARES TR
4,275$00.00%
195
AMATAPPLIED MATLS INC
4,097$00.00%
196
UNPUNION PAC CORP
4,093$00.00%
197
SCCOSOUTHERN COPPER CORP
2,922$00.00%
198
MDLZMONDELEZ INTL INC
10,202$00.00%
199
SHOPSHOPIFY INC
9,328$00.00%
200
DDOGDATADOG INC
1,830$00.00%
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