Sound View Wealth Advisors Group, LLC Q3 2020 Filing
Filed November 9, 2020
Portfolio Value
$379.8B
Holdings
247
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (247 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 128,086 | $14.8B | 3.91% | |
| 2 | MSFTMICROSOFT CORP | 56,986 | $12.0B | 3.16% | |
| 3 | JNJJOHNSON & JOHNSON | 64,236 | $9.6B | 2.52% | |
| 4 | IAUISHARES TR | 343,846 | $9.0B | 2.37% | |
| 5 | IBDQISHARES TR | 327,264 | $8.9B | 2.34% | |
| 6 | VIGVANGUARD SPECIALIZED FUNDS | 64,225 | $8.3B | 2.18% | |
| 7 | PGPROCTER AND GAMBLE CO | 56,857 | $7.9B | 2.08% | |
| 8 | HDHOME DEPOT INC | 28,047 | $7.8B | 2.05% | |
| 9 | AMZNAMAZON COM INC | 2,440 | $7.7B | 2.02% | |
| 10 | BACVERIZON COMMUNICATIONS INC | 127,845 | $7.6B | 2.00% | |
| 11 | IAUISHARES TR | 294,242 | $7.5B | 1.99% | |
| 12 | —ISHARES TR | 282,665 | $7.1B | 1.86% | |
| 13 | IBDPISHARES TR | 254,189 | $6.7B | 1.77% | |
| 14 | SCHXSCHWAB STRATEGIC TR | 69,834 | $5.6B | 1.48% | |
| 15 | KOCOCA COLA CO | 110,135 | $5.4B | 1.43% | |
| 16 | AMGNAMGEN INC | 21,036 | $5.3B | 1.41% | |
| 17 | MCDMCDONALDS CORP | 24,259 | $5.3B | 1.40% | |
| 18 | INTCINTEL CORP | 97,035 | $5.0B | 1.32% | |
| 19 | KMBKIMBERLY CLARK CORP | 33,770 | $5.0B | 1.31% | |
| 20 | VGTVANGUARD WORLD FDS | 15,518 | $4.8B | 1.27% | |
| 21 | NDQINVESCO QQQ TR | 16,745 | $4.7B | 1.23% | |
| 22 | SOSOUTHERN CO | 85,069 | $4.6B | 1.21% | |
| 23 | MRKMERCK & CO. INC | 54,191 | $4.5B | 1.18% | |
| 24 | IWFISHARES TR | 20,622 | $4.5B | 1.18% | |
| 25 | PFEPFIZER INC | 117,173 | $4.3B | 1.13% | |
| 26 | JPMJPMORGAN CHASE & CO | 44,419 | $4.3B | 1.13% | |
| 27 | ABBVABBVIE INC | 44,671 | $3.9B | 1.03% | |
| 28 | PEPPEPSICO INC | 28,012 | $3.9B | 1.02% | |
| 29 | LLYLILLY ELI & CO | 25,873 | $3.8B | 1.01% | |
| 30 | SPHQINVESCO EXCHANGE TRADED FD T | 97,027 | $3.8B | 0.99% | |
| 31 | GOOGALPHABET INC | 2,536 | $3.7B | 0.98% | |
| 32 | PFFISHARES TR | 97,753 | $3.6B | 0.94% | |
| 33 | SCHDSCHWAB STRATEGIC TR | 61,918 | $3.4B | 0.90% | |
| 34 | BRK/BBERKSHIRE HATHAWAY INC DEL | 15,906 | $3.4B | 0.89% | |
| 35 | DONSPDR DOW JONES INDL AVERAGE | 11,127 | $3.1B | 0.81% | |
| 36 | AQLTISHARES TR | 37,025 | $3.0B | 0.79% | |
| 37 | DNPDNP SELECT INCOME FD INC | 295,013 | $3.0B | 0.78% | |
| 38 | WMTWALMART INC | 20,058 | $2.8B | 0.74% | |
| 39 | IBMINTERNATIONAL BUSINESS MACHS | 23,020 | $2.8B | 0.74% | |
| 40 | VOOVANGUARD INDEX FDS | 8,831 | $2.7B | 0.72% | |
| 41 | EMREMERSON ELEC CO | 39,561 | $2.6B | 0.68% | |
| 42 | GISGENERAL MLS INC | 41,425 | $2.6B | 0.67% | |
| 43 | VTVVANGUARD INDEX FDS | 24,014 | $2.5B | 0.66% | |
| 44 | CVXCHEVRON CORP NEW | 33,936 | $2.4B | 0.64% | |
| 45 | GDGENERAL DYNAMICS CORP | 17,595 | $2.4B | 0.64% | |
| 46 | AGGISHARES TR | 19,478 | $2.3B | 0.61% | |
| 47 | USMVISHARES TR | 35,383 | $2.3B | 0.59% | |
| 48 | NEENEXTERA ENERGY INC | 7,934 | $2.2B | 0.58% | |
| 49 | NOBLPROSHARES TR | 29,963 | $2.2B | 0.57% | |
| 50 | MUBISHARES TR | 18,512 | $2.1B | 0.57% | |
| 51 | ABTABBOTT LABS | 19,139 | $2.1B | 0.55% | |
| 52 | DEODIAGEO PLC | 15,075 | $2.1B | 0.55% | |
| 53 | DISDISNEY WALT CO | 16,407 | $2.0B | 0.54% | |
| 54 | GPNGLOBAL PMTS INC | 11,417 | $2.0B | 0.53% | |
| 55 | TAT&T INC | 65,539 | $1.9B | 0.49% | |
| 56 | AEPAMERICAN ELEC PWR CO INC | 22,031 | $1.8B | 0.47% | |
| 57 | 4I1PHILIP MORRIS INTL INC | 23,771 | $1.8B | 0.47% | |
| 58 | HONHONEYWELL INTL INC | 10,560 | $1.7B | 0.46% | |
| 59 | GOOGLALPHABET INC | 1,131 | $1.7B | 0.44% | |
| 60 | MOALTRIA GROUP INC | 42,441 | $1.6B | 0.43% | |
| 61 | VVISA INC | 7,925 | $1.6B | 0.42% | |
| 62 | ITWILLINOIS TOOL WKS INC | 8,191 | $1.6B | 0.42% | |
| 63 | TMOTHERMO FISHER SCIENTIFIC INC | 3,558 | $1.6B | 0.41% | |
| 64 | GSLCGOLDMAN SACHS ETF TR | 23,010 | $1.6B | 0.41% | |
| 65 | IVOOVANGUARD ADMIRAL FDS INC | 12,440 | $1.6B | 0.41% | |
| 66 | VHTVANGUARD WORLD FDS | 7,638 | $1.6B | 0.41% | |
| 67 | BMYBRISTOL-MYERS SQUIBB CO | 25,499 | $1.5B | 0.40% | |
| 68 | VUGVANGUARD INDEX FDS | 6,713 | $1.5B | 0.40% | |
| 69 | FQIDIGITAL RLTY TR INC | 10,390 | $1.5B | 0.40% | |
| 70 | ISTBISHARES TR | 29,320 | $1.5B | 0.40% | |
| 71 | AFLAFLAC INC | 41,141 | $1.5B | 0.39% | |
| 72 | MDTMEDTRONIC PLC | 14,274 | $1.5B | 0.39% | |
| 73 | AVGOBROADCOM INC | 3,967 | $1.4B | 0.38% | |
| 74 | DUKDUKE ENERGY CORP NEW | 16,082 | $1.4B | 0.37% | |
| 75 | CMCSACOMCAST CORP NEW | 29,971 | $1.4B | 0.36% | |
| 76 | ADPAUTOMATIC DATA PROCESSING IN | 9,861 | $1.4B | 0.36% | |
| 77 | METAFACEBOOK INC | 5,230 | $1.4B | 0.36% | |
| 78 | MMM3M CO | 8,517 | $1.4B | 0.36% | |
| 79 | CSCOCISCO SYS INC | 34,402 | $1.4B | 0.36% | |
| 80 | MMTMSPDR SER TR | 8,983 | $1.3B | 0.35% | |
| 81 | ACWVISHARES INC | 14,425 | $1.3B | 0.35% | |
| 82 | QCOMQUALCOMM INC | 11,238 | $1.3B | 0.35% | |
| 83 | AZNASTRAZENECA PLC | 23,552 | $1.3B | 0.34% | |
| 84 | TXNTEXAS INSTRS INC | 8,949 | $1.3B | 0.34% | |
| 85 | WRBBERKLEY W R CORP | 20,485 | $1.3B | 0.33% | |
| 86 | UNHUNITEDHEALTH GROUP INC | 3,833 | $1.2B | 0.31% | |
| 87 | XOMEXXON MOBIL CORP | 33,075 | $1.1B | 0.30% | |
| 88 | SDYSPDR SER TR | 12,168 | $1.1B | 0.30% | |
| 89 | NVDANVIDIA CORPORATION | 2,049 | $1.1B | 0.29% | |
| 90 | LOWLOWES COS INC | 6,649 | $1.1B | 0.29% | |
| 91 | REGNREGENERON PHARMACEUTICALS | 1,952 | $1.1B | 0.29% | |
| 92 | APDAIR PRODS & CHEMS INC | 3,521 | $1.0B | 0.28% | |
| 93 | CMECME GROUP INC | 5,996 | $1.0B | 0.26% | |
| 94 | RTXRAYTHEON TECHNOLOGIES CORP | 17,072 | $982.0M | 0.26% | |
| 95 | ORCLORACLE CORP | 16,296 | $973.0M | 0.26% | |
| 96 | TSLATESLA INC | 2,257 | $968.0M | 0.25% | |
| 97 | LMTLOCKHEED MARTIN CORP | 2,424 | $929.0M | 0.24% | |
| 98 | SHOPSHOPIFY INC | 899 | $920.0M | 0.24% | |
| 99 | —ISHARES TR | 35,764 | $902.0M | 0.24% | |
| 100 | BACBK OF AMERICA CORP | 37,011 | $892.0M | 0.23% |
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