Sound View Wealth Advisors Group, LLC Q3 2021 Filing
Filed October 21, 2021
Portfolio Value
$478.8B
Holdings
284
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (284 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 129,107 | $18.3B | 3.82% | |
| 2 | MSFTMICROSOFT CORP | 59,452 | $16.8B | 3.50% | |
| 3 | IBDRISHARES TR | 439,163 | $11.6B | 2.43% | |
| 4 | IAUISHARES TR | 401,356 | $10.4B | 2.18% | |
| 5 | JNJJOHNSON & JOHNSON | 63,779 | $10.3B | 2.15% | |
| 6 | IBDQISHARES TR | 373,371 | $10.0B | 2.09% | |
| 7 | VIGVANGUARD SPECIALIZED FUNDS | 63,572 | $9.8B | 2.04% | |
| 8 | AMZNAMAZON COM INC | 2,778 | $9.1B | 1.91% | |
| 9 | SCHXSCHWAB STRATEGIC TR | 87,702 | $9.1B | 1.91% | |
| 10 | IAUISHARES TR | 344,834 | $8.7B | 1.82% | |
| 11 | TSLATESLA INC | 11,247 | $8.7B | 1.82% | |
| 12 | HDHOME DEPOT INC | 25,230 | $8.3B | 1.73% | |
| 13 | IBDPISHARES TR | 313,687 | $8.2B | 1.72% | |
| 14 | PGPROCTER AND GAMBLE CO | 53,338 | $7.5B | 1.56% | |
| 15 | JPMJPMORGAN CHASE & CO | 43,983 | $7.2B | 1.50% | |
| 16 | VGTVANGUARD WORLD FDS | 16,294 | $6.5B | 1.37% | |
| 17 | GOOGALPHABET INC | 2,381 | $6.3B | 1.33% | |
| 18 | DGROISHARES TR | 125,941 | $6.3B | 1.32% | |
| 19 | LLYLILLY ELI & CO | 24,915 | $5.8B | 1.20% | |
| 20 | BACVERIZON COMMUNICATIONS INC | 105,351 | $5.7B | 1.19% | |
| 21 | MCDMCDONALDS CORP | 22,524 | $5.4B | 1.13% | |
| 22 | KOCOCA COLA CO | 95,489 | $5.0B | 1.05% | |
| 23 | SOSOUTHERN CO | 80,730 | $5.0B | 1.04% | |
| 24 | IWFISHARES TR | 17,840 | $4.9B | 1.02% | |
| 25 | PFEPFIZER INC | 112,340 | $4.8B | 1.01% | |
| 26 | AGGISHARES TR | 41,767 | $4.8B | 1.00% | |
| 27 | SCHDSCHWAB STRATEGIC TR | 63,369 | $4.7B | 0.98% | |
| 28 | SPHQINVESCO EXCHANGE TRADED FD T | 96,320 | $4.7B | 0.98% | |
| 29 | DONSPDR DOW JONES INDL AVERAGE | 13,734 | $4.6B | 0.97% | |
| 30 | INTCINTEL CORP | 86,592 | $4.6B | 0.96% | |
| 31 | NDQINVESCO QQQ TR | 12,782 | $4.6B | 0.96% | |
| 32 | ABBVABBVIE INC | 41,857 | $4.5B | 0.94% | |
| 33 | AMGNAMGEN INC | 20,982 | $4.5B | 0.93% | |
| 34 | PEPPEPSICO INC | 29,045 | $4.4B | 0.91% | |
| 35 | NOBLPROSHARES TR | 47,772 | $4.2B | 0.88% | |
| 36 | VOOVANGUARD INDEX FDS | 10,552 | $4.2B | 0.87% | |
| 37 | PFFISHARES TR | 103,041 | $4.0B | 0.84% | |
| 38 | KMBKIMBERLY-CLARK CORP | 30,136 | $4.0B | 0.83% | |
| 39 | BRK/BBERKSHIRE HATHAWAY INC DEL | 14,188 | $3.9B | 0.81% | |
| 40 | MRKMERCK & CO INC | 46,063 | $3.5B | 0.72% | |
| 41 | DNPDNP SELECT INCOME FD INC | 318,606 | $3.4B | 0.71% | |
| 42 | VTVVANGUARD INDEX FDS | 24,897 | $3.4B | 0.70% | |
| 43 | WMTWALMART INC | 22,343 | $3.1B | 0.65% | |
| 44 | GDGENERAL DYNAMICS CORP | 15,816 | $3.1B | 0.65% | |
| 45 | GOOGLALPHABET INC | 1,156 | $3.1B | 0.65% | |
| 46 | CVXCHEVRON CORP NEW | 29,662 | $3.0B | 0.63% | |
| 47 | DEODIAGEO PLC | 14,247 | $2.8B | 0.57% | |
| 48 | NVDANVIDIA CORPORATION | 12,776 | $2.6B | 0.55% | |
| 49 | IWRISHARES TR | 33,484 | $2.6B | 0.55% | |
| 50 | DISDISNEY WALT CO | 15,349 | $2.6B | 0.54% | |
| 51 | NEENEXTERA ENERGY INC | 32,355 | $2.5B | 0.53% | |
| 52 | GISGENERAL MLS INC | 40,772 | $2.4B | 0.51% | |
| 53 | ABTABBOTT LABS | 19,311 | $2.3B | 0.48% | |
| 54 | ISTBISHARES TR | 43,713 | $2.2B | 0.47% | |
| 55 | CMCSACOMCAST CORP NEW | 37,363 | $2.1B | 0.44% | |
| 56 | AFLAFLAC INC | 39,515 | $2.1B | 0.43% | |
| 57 | SPYSPDR S&P 500 ETF TR | 4,717 | $2.0B | 0.42% | |
| 58 | ADPAUTOMATIC DATA PROCESSING IN | 9,818 | $2.0B | 0.41% | |
| 59 | 4I1PHILIP MORRIS INTL INC | 20,524 | $1.9B | 0.41% | |
| 60 | VUGVANGUARD INDEX FDS | 6,550 | $1.9B | 0.40% | |
| 61 | VHTVANGUARD WORLD FDS | 7,617 | $1.9B | 0.39% | |
| 62 | TMOTHERMO FISHER SCIENTIFIC INC | 3,295 | $1.9B | 0.39% | |
| 63 | QCOMQUALCOMM INC | 14,473 | $1.9B | 0.39% | |
| 64 | METAFACEBOOK INC | 5,452 | $1.9B | 0.39% | |
| 65 | GPNGLOBAL PMTS INC | 11,342 | $1.8B | 0.37% | |
| 66 | XOMEXXON MOBIL CORP | 30,202 | $1.8B | 0.37% | |
| 67 | CSCOCISCO SYS INC | 32,515 | $1.8B | 0.37% | |
| 68 | AVGOBROADCOM INC | 3,611 | $1.8B | 0.37% | |
| 69 | HONHONEYWELL INTL INC | 8,175 | $1.7B | 0.36% | |
| 70 | MDTMEDTRONIC PLC | 13,763 | $1.7B | 0.36% | |
| 71 | IBMINTERNATIONAL BUSINESS MACHS | 12,280 | $1.7B | 0.36% | |
| 72 | VVISA INC | 7,614 | $1.7B | 0.35% | |
| 73 | EMREMERSON ELEC CO | 17,926 | $1.7B | 0.35% | |
| 74 | MUBISHARES TR | 14,168 | $1.6B | 0.34% | |
| 75 | TXNTEXAS INSTRS INC | 8,530 | $1.6B | 0.34% | |
| 76 | MOALTRIA GROUP INC | 35,732 | $1.6B | 0.34% | |
| 77 | VTIVANGUARD INDEX FDS | 7,231 | $1.6B | 0.34% | |
| 78 | ORCLORACLE CORP | 18,390 | $1.6B | 0.33% | |
| 79 | BACBK OF AMERICA CORP | 37,665 | $1.6B | 0.33% | |
| 80 | FHIFEDERATED HERMES INC | 48,801 | $1.6B | 0.33% | |
| 81 | SDYSPDR SER TR | 13,237 | $1.6B | 0.32% | |
| 82 | UNHUNITEDHEALTH GROUP INC | 3,974 | $1.6B | 0.32% | |
| 83 | AEPAMERICAN ELEC PWR CO INC | 19,017 | $1.5B | 0.32% | |
| 84 | LMTLOCKHEED MARTIN CORP | 4,475 | $1.5B | 0.32% | |
| 85 | BMYBRISTOL-MYERS SQUIBB CO | 26,016 | $1.5B | 0.32% | |
| 86 | WRBBERKLEY W R CORP | 20,492 | $1.5B | 0.31% | |
| 87 | DUKDUKE ENERGY CORP NEW | 14,737 | $1.4B | 0.30% | |
| 88 | PNCPNC FINL SVCS GROUP INC | 7,297 | $1.4B | 0.30% | |
| 89 | MMM3M CO | 7,700 | $1.4B | 0.28% | |
| 90 | FQIDIGITAL RLTY TR INC | 9,337 | $1.3B | 0.28% | |
| 91 | AZNASTRAZENECA PLC | 21,867 | $1.3B | 0.27% | |
| 92 | IWMISHARES TR | 5,989 | $1.3B | 0.27% | |
| 93 | LOWLOWES COS INC | 6,431 | $1.3B | 0.27% | |
| 94 | IWBISHARES TR | 5,386 | $1.3B | 0.27% | |
| 95 | IWDISHARES TR | 8,227 | $1.3B | 0.27% | |
| 96 | AONAON PLC | 4,441 | $1.3B | 0.27% | |
| 97 | MTUMISHARES TR | 7,075 | $1.2B | 0.26% | |
| 98 | EFXEQUIFAX INC | 4,899 | $1.2B | 0.26% | |
| 99 | KMIKINDER MORGAN INC DEL | 72,674 | $1.2B | 0.25% | |
| 100 | CRMSALESFORCE COM INC | 4,480 | $1.2B | 0.25% |
Page 1 of 3Next