Sound View Wealth Advisors Group, LLC Q3 2022 Filing
Filed November 8, 2022
Portfolio Value
$445.9B
Holdings
267
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (267 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 129,588 | $17.9B | 4.02% | |
| 2 | MSFTMICROSOFT CORP | 61,488 | $14.3B | 3.21% | |
| 3 | IBDRISHARES TR | 530,462 | $12.3B | 2.75% | |
| 4 | IBDQISHARES TR | 481,111 | $11.6B | 2.60% | |
| 5 | IAUISHARES TR | 441,720 | $11.0B | 2.47% | |
| 6 | JNJJOHNSON & JOHNSON | 60,650 | $9.9B | 2.22% | |
| 7 | IBDPISHARES TR | 392,711 | $9.6B | 2.14% | |
| 8 | TSLATESLA INC | 34,575 | $9.2B | 2.06% | |
| 9 | IBDSISHARES TR | 389,632 | $9.0B | 2.01% | |
| 10 | SCHXSCHWAB STRATEGIC TR | 194,834 | $8.3B | 1.85% | |
| 11 | VIGVANGUARD SPECIALIZED FUNDS | 55,911 | $7.6B | 1.69% | |
| 12 | LLYLILLY ELI & CO | 23,308 | $7.5B | 1.69% | |
| 13 | PGPROCTER AND GAMBLE CO | 54,871 | $6.9B | 1.55% | |
| 14 | AMZNAMAZON COM INC | 60,302 | $6.8B | 1.53% | |
| 15 | HDHOME DEPOT INC | 24,345 | $6.7B | 1.51% | |
| 16 | SCHDSCHWAB STRATEGIC TR | 98,043 | $6.5B | 1.46% | |
| 17 | DGROISHARES TR | 135,108 | $6.0B | 1.35% | |
| 18 | EPDENTERPRISE PRODS PARTNERS L | 250,804 | $6.0B | 1.34% | |
| 19 | ABBVABBVIE INC | 41,449 | $5.6B | 1.25% | |
| 20 | SOSOUTHERN CO | 78,012 | $5.3B | 1.19% | |
| 21 | MCDMCDONALDS CORP | 21,662 | $5.0B | 1.12% | |
| 22 | KOCOCA COLA CO | 88,589 | $5.0B | 1.11% | |
| 23 | JPMJPMORGAN CHASE & CO | 46,357 | $4.8B | 1.09% | |
| 24 | VGTVANGUARD WORLD FDS | 15,470 | $4.8B | 1.07% | |
| 25 | GOOGALPHABET INC | 48,876 | $4.7B | 1.05% | |
| 26 | AMGNAMGEN INC | 20,823 | $4.7B | 1.05% | |
| 27 | VOOVANGUARD INDEX FDS | 14,264 | $4.7B | 1.05% | |
| 28 | PEPPEPSICO INC | 27,786 | $4.5B | 1.02% | |
| 29 | PFEPFIZER INC | 102,346 | $4.5B | 1.00% | |
| 30 | CVXCHEVRON CORP NEW | 30,925 | $4.4B | 1.00% | |
| 31 | DONSPDR DOW JONES INDL AVERAGE | 15,094 | $4.3B | 0.97% | |
| 32 | MRKMERCK & CO INC | 46,111 | $4.0B | 0.89% | |
| 33 | NDQINVESCO QQQ TR | 14,482 | $3.9B | 0.87% | |
| 34 | BRK/BBERKSHIRE HATHAWAY INC DEL | 14,264 | $3.8B | 0.85% | |
| 35 | SPHQINVESCO EXCHANGE TRADED FD T | 95,810 | $3.8B | 0.85% | |
| 36 | BACVERIZON COMMUNICATIONS INC | 99,676 | $3.8B | 0.85% | |
| 37 | IWFISHARES TR | 16,778 | $3.5B | 0.79% | |
| 38 | AGGISHARES TR | 34,829 | $3.4B | 0.75% | |
| 39 | NEENEXTERA ENERGY INC | 40,919 | $3.2B | 0.72% | |
| 40 | KMBKIMBERLY-CLARK CORP | 28,501 | $3.2B | 0.72% | |
| 41 | DNPDNP SELECT INCOME FD INC | 306,068 | $3.2B | 0.71% | |
| 42 | XOMEXXON MOBIL CORP | 35,649 | $3.1B | 0.70% | |
| 43 | WMTWALMART INC | 23,867 | $3.1B | 0.69% | |
| 44 | VTIVANGUARD INDEX FDS | 17,006 | $3.1B | 0.68% | |
| 45 | VTVVANGUARD INDEX FDS | 23,911 | $3.0B | 0.66% | |
| 46 | GDGENERAL DYNAMICS CORP | 13,527 | $2.9B | 0.64% | |
| 47 | PFFISHARES TR | 88,439 | $2.8B | 0.63% | |
| 48 | GISGENERAL MLS INC | 35,070 | $2.7B | 0.60% | |
| 49 | GOOGLALPHABET INC | 26,720 | $2.6B | 0.57% | |
| 50 | BMYBRISTOL-MYERS SQUIBB CO | 35,634 | $2.5B | 0.57% | |
| 51 | DEODIAGEO PLC | 13,542 | $2.3B | 0.52% | |
| 52 | ISTBISHARES TR | 49,161 | $2.3B | 0.51% | |
| 53 | NOBLPROSHARES TR | 27,343 | $2.2B | 0.49% | |
| 54 | ADPAUTOMATIC DATA PROCESSING IN | 9,637 | $2.2B | 0.49% | |
| 55 | SPYSPDR S&P 500 ETF TR | 6,069 | $2.2B | 0.49% | |
| 56 | VYMVANGUARD WHITEHALL FDS | 22,460 | $2.1B | 0.48% | |
| 57 | AFLAFLAC INC | 37,557 | $2.1B | 0.47% | |
| 58 | IWRISHARES TR | 33,529 | $2.1B | 0.47% | |
| 59 | UNHUNITEDHEALTH GROUP INC | 4,115 | $2.1B | 0.47% | |
| 60 | NVDANVIDIA CORPORATION | 16,534 | $2.0B | 0.45% | |
| 61 | WRBBERKLEY W R CORP | 30,744 | $2.0B | 0.45% | |
| 62 | ABTABBOTT LABS | 20,098 | $1.9B | 0.44% | |
| 63 | SCTXXSCHWAB CHARLES FAMILY FD | 1,942,099 | $1.9B | 0.44% | |
| 64 | AVGOBROADCOM INC | 4,369 | $1.9B | 0.44% | |
| 65 | INTCINTEL CORP | 72,236 | $1.9B | 0.42% | |
| 66 | TMOTHERMO FISHER SCIENTIFIC INC | 3,657 | $1.9B | 0.42% | |
| 67 | AEPAMERICAN ELEC PWR CO INC | 19,191 | $1.7B | 0.37% | |
| 68 | QCOMQUALCOMM INC | 14,486 | $1.6B | 0.37% | |
| 69 | 4I1PHILIP MORRIS INTL INC | 18,719 | $1.6B | 0.35% | |
| 70 | XLVSELECT SECTOR SPDR TR | 12,825 | $1.6B | 0.35% | |
| 71 | VVISA INC | 8,715 | $1.5B | 0.35% | |
| 72 | ITWILLINOIS TOOL WKS INC | 8,565 | $1.5B | 0.35% | |
| 73 | LOWLOWES COS INC | 8,043 | $1.5B | 0.34% | |
| 74 | LMTLOCKHEED MARTIN CORP | 3,905 | $1.5B | 0.34% | |
| 75 | RTXRAYTHEON TECHNOLOGIES CORP | 18,262 | $1.5B | 0.34% | |
| 76 | IBMINTERNATIONAL BUSINESS MACHS | 12,550 | $1.5B | 0.33% | |
| 77 | MUBISHARES TR | 14,168 | $1.5B | 0.33% | |
| 78 | VHTVANGUARD WORLD FDS | 6,419 | $1.4B | 0.32% | |
| 79 | COSTCOSTCO WHSL CORP NEW | 2,993 | $1.4B | 0.32% | |
| 80 | DUKDUKE ENERGY CORP NEW | 14,980 | $1.4B | 0.31% | |
| 81 | MOALTRIA GROUP INC | 34,017 | $1.4B | 0.31% | |
| 82 | REGNREGENERON PHARMACEUTICALS | 1,982 | $1.4B | 0.31% | |
| 83 | XLKSELECT SECTOR SPDR TR | 11,292 | $1.3B | 0.30% | |
| 84 | NOCNORTHROP GRUMMAN CORP | 2,814 | $1.3B | 0.30% | |
| 85 | MDTMEDTRONIC PLC | 16,364 | $1.3B | 0.30% | |
| 86 | TXNTEXAS INSTRS INC | 8,472 | $1.3B | 0.29% | |
| 87 | CRMSALESFORCE INC | 9,109 | $1.3B | 0.29% | |
| 88 | EMREMERSON ELEC CO | 17,865 | $1.3B | 0.29% | |
| 89 | FHIFEDERATED HERMES INC | 38,602 | $1.3B | 0.29% | |
| 90 | DISDISNEY WALT CO | 13,418 | $1.3B | 0.28% | |
| 91 | IVVISHARES TR | 3,525 | $1.3B | 0.28% | |
| 92 | CSCOCISCO SYS INC | 31,215 | $1.2B | 0.28% | |
| 93 | CMCSACOMCAST CORP NEW | 42,004 | $1.2B | 0.28% | |
| 94 | KMIKINDER MORGAN INC DEL | 72,035 | $1.2B | 0.27% | |
| 95 | VUGVANGUARD INDEX FDS | 5,582 | $1.2B | 0.27% | |
| 96 | AZNASTRAZENECA PLC | 21,733 | $1.2B | 0.27% | |
| 97 | BACBK OF AMERICA CORP | 39,166 | $1.2B | 0.27% | |
| 98 | PAYXPAYCHEX INC | 10,158 | $1.1B | 0.26% | |
| 99 | GPNGLOBAL PMTS INC | 10,539 | $1.1B | 0.26% | |
| 100 | IWBISHARES TR | 5,768 | $1.1B | 0.26% |
Page 1 of 3Next