Sound View Wealth Advisors Group, LLC Q3 2023 Filing
Filed November 7, 2023
Portfolio Value
$804.0T
Holdings
365
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (365 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 242,313 | $41.5M | 0.00% | |
| 2 | MSFTMICROSOFT CORP | 84,449 | $26.7M | 0.00% | |
| 3 | IBDRISHARES TR | 1,009,298 | $23.6M | 0.00% | |
| 4 | IBDQISHARES TR | 908,628 | $22.1M | 0.00% | |
| 5 | IBDPISHARES TR | 861,541 | $21.3M | 0.00% | |
| 6 | IBDSISHARES TR | 792,955 | $18.3M | 0.00% | |
| 7 | SCHXSCHWAB STRATEGIC TR | 312,759 | $15.8M | 0.00% | |
| 8 | LLYELI LILLY & CO | 27,838 | $15.0M | 0.00% | |
| 9 | SCHDSCHWAB STRATEGIC TR | 208,928 | $14.8M | 0.00% | |
| 10 | IBDTISHARES TR | 614,233 | $14.8M | 0.00% | |
| 11 | IAUISHARES TR | 543,994 | $13.8M | 0.00% | |
| 12 | VIGVANGUARD SPECIALIZED FUNDS | 85,764 | $13.3M | 0.00% | |
| 13 | PGPROCTER AND GAMBLE CO | 90,758 | $13.2M | 0.00% | |
| 14 | JNJJOHNSON & JOHNSON | 81,038 | $12.6M | 0.00% | |
| 15 | VOOVANGUARD INDEX FDS | 29,273 | $11.5M | 0.00% | |
| 16 | AMZNAMAZON COM INC | 83,254 | $10.6M | 0.00% | |
| 17 | HDHOME DEPOT INC | 33,109 | $10.0M | 0.00% | |
| 18 | DGROISHARES TR | 199,014 | $9.9M | 0.00% | |
| 19 | NDQINVESCO QQQ TR | 26,022 | $9.3M | 0.00% | |
| 20 | TSLATESLA INC | 37,034 | $9.3M | 0.00% | |
| 21 | JPMJPMORGAN CHASE & CO | 62,595 | $9.1M | 0.00% | |
| 22 | VGTVANGUARD WORLD FDS | 21,445 | $8.9M | 0.00% | |
| 23 | GOOGALPHABET INC | 65,154 | $8.6M | 0.00% | |
| 24 | NVDANVIDIA CORPORATION | 19,519 | $8.5M | 0.00% | |
| 25 | ABBVABBVIE INC | 56,198 | $8.4M | 0.00% | |
| 26 | AMGNAMGEN INC | 29,672 | $8.0M | 0.00% | |
| 27 | SPHQINVESCO EXCHANGE TRADED FD T | 158,131 | $7.9M | 0.00% | |
| 28 | DONSPDR DOW JONES INDL AVERAGE | 21,557 | $7.2M | 0.00% | |
| 29 | KOCOCA COLA CO | 127,862 | $7.2M | 0.00% | |
| 30 | MCDMCDONALDS CORP | 26,365 | $6.9M | 0.00% | |
| 31 | EPDENTERPRISE PRODS PARTNERS L | 250,362 | $6.9M | 0.00% | |
| 32 | IBTEISHARES TR | 282,901 | $6.7M | 0.00% | |
| 33 | BRK/BBERKSHIRE HATHAWAY INC DEL | 19,057 | $6.7M | 0.00% | |
| 34 | IWFISHARES TR | 23,744 | $6.3M | 0.00% | |
| 35 | XOMEXXON MOBIL CORP | 53,652 | $6.3M | 0.00% | |
| 36 | CVXCHEVRON CORP NEW | 37,144 | $6.3M | 0.00% | |
| 37 | VTIVANGUARD INDEX FDS | 28,969 | $6.2M | 0.00% | |
| 38 | SOSOUTHERN CO | 91,935 | $6.0M | 0.00% | |
| 39 | PEPPEPSICO INC | 32,757 | $5.5M | 0.00% | |
| 40 | MRKMERCK & CO INC | 51,306 | $5.3M | 0.00% | |
| 41 | VVISA INC | 22,837 | $5.3M | 0.00% | |
| 42 | AVGOBROADCOM INC | 5,919 | $4.9M | 0.00% | |
| 43 | GOOGLALPHABET INC | 37,556 | $4.9M | 0.00% | |
| 44 | WMTWALMART INC | 29,489 | $4.7M | 0.00% | |
| 45 | PFEPFIZER INC | 136,406 | $4.5M | 0.00% | |
| 46 | SPYSPDR S&P 500 ETF TR | 10,428 | $4.5M | 0.00% | |
| 47 | VTVVANGUARD INDEX FDS | 31,014 | $4.3M | 0.00% | |
| 48 | VYMVANGUARD WHITEHALL FDS | 41,125 | $4.2M | 0.00% | |
| 49 | XLVSELECT SECTOR SPDR TR | 32,987 | $4.2M | 0.00% | |
| 50 | XLKSELECT SECTOR SPDR TR | 25,102 | $4.1M | 0.00% | |
| 51 | ISTBISHARES TR | 85,647 | $4.0M | 0.00% | |
| 52 | EMREMERSON ELEC CO | 40,922 | $4.0M | 0.00% | |
| 53 | KMBKIMBERLY-CLARK CORP | 31,476 | $3.8M | 0.00% | |
| 54 | GDGENERAL DYNAMICS CORP | 17,181 | $3.8M | 0.00% | |
| 55 | IWRISHARES TR | 54,198 | $3.8M | 0.00% | |
| 56 | BMYBRISTOL-MYERS SQUIBB CO | 59,698 | $3.5M | 0.00% | |
| 57 | AGGISHARES TR | 35,294 | $3.3M | 0.00% | |
| 58 | UNHUNITEDHEALTH GROUP INC | 6,424 | $3.2M | 0.00% | |
| 59 | BUFFINNOVATOR ETFS TR | 85,253 | $3.2M | 0.00% | |
| 60 | COSTCOSTCO WHSL CORP NEW | 5,426 | $3.1M | 0.00% | |
| 61 | VHTVANGUARD WORLD FDS | 13,020 | $3.1M | 0.00% | |
| 62 | DNPDNP SELECT INCOME FD INC | 318,121 | $3.0M | 0.00% | |
| 63 | LOWLOWES COS INC | 14,152 | $2.9M | 0.00% | |
| 64 | AFLAFLAC INC | 37,917 | $2.9M | 0.00% | |
| 65 | TXNTEXAS INSTRS INC | 18,134 | $2.9M | 0.00% | |
| 66 | XLFISELECT SECTOR SPDR TR | 41,349 | $2.8M | 0.00% | |
| 67 | NEENEXTERA ENERGY INC | 48,190 | $2.8M | 0.00% | |
| 68 | INTCINTEL CORP | 75,336 | $2.7M | 0.00% | |
| 69 | CMCSACOMCAST CORP NEW | 59,740 | $2.6M | 0.00% | |
| 70 | PFFISHARES TR | 87,713 | $2.6M | 0.00% | |
| 71 | 4I1PHILIP MORRIS INTL INC | 28,259 | $2.6M | 0.00% | |
| 72 | BACVERIZON COMMUNICATIONS INC | 79,297 | $2.6M | 0.00% | |
| 73 | NOBLPROSHARES TR | 29,007 | $2.6M | 0.00% | |
| 74 | IBMINTERNATIONAL BUSINESS MACHS | 18,303 | $2.6M | 0.00% | |
| 75 | GISGENERAL MLS INC | 40,009 | $2.6M | 0.00% | |
| 76 | QCOMQUALCOMM INC | 23,028 | $2.6M | 0.00% | |
| 77 | VUGVANGUARD INDEX FDS | 9,295 | $2.5M | 0.00% | |
| 78 | XLUSELECT SECTOR SPDR TR | 42,961 | $2.5M | 0.00% | |
| 79 | CATCATERPILLAR INC | 9,269 | $2.5M | 0.00% | |
| 80 | ADPAUTOMATIC DATA PROCESSING IN | 10,229 | $2.5M | 0.00% | |
| 81 | ABTABBOTT LABS | 25,249 | $2.4M | 0.00% | |
| 82 | VOEVANGUARD INDEX FDS | 18,632 | $2.4M | 0.00% | |
| 83 | ORCLORACLE CORP | 22,876 | $2.4M | 0.00% | |
| 84 | METAMETA PLATFORMS INC | 8,048 | $2.4M | 0.00% | |
| 85 | MDTMEDTRONIC PLC | 29,988 | $2.3M | 0.00% | |
| 86 | IWBISHARES TR | 9,764 | $2.3M | 0.00% | |
| 87 | TMOTHERMO FISHER SCIENTIFIC INC | 4,487 | $2.3M | 0.00% | |
| 88 | CSCOCISCO SYS INC | 41,626 | $2.2M | 0.00% | |
| 89 | DEODIAGEO PLC | 14,536 | $2.2M | 0.00% | |
| 90 | GQ9SPDR GOLD TR | 12,083 | $2.1M | 0.00% | |
| 91 | FQIDIGITAL RLTY TR INC | 17,006 | $2.1M | 0.00% | |
| 92 | KMIKINDER MORGAN INC DEL | 121,871 | $2.0M | 0.00% | |
| 93 | WRBBERKLEY W R CORP | 31,802 | $2.0M | 0.00% | |
| 94 | DUKDUKE ENERGY CORP NEW | 22,700 | $2.0M | 0.00% | |
| 95 | ITWILLINOIS TOOL WKS INC | 8,612 | $2.0M | 0.00% | |
| 96 | IWMISHARES TR | 11,082 | $2.0M | 0.00% | |
| 97 | AXPAMERICAN EXPRESS CO | 13,074 | $1.9M | 0.00% | |
| 98 | MOALTRIA GROUP INC | 42,881 | $1.8M | 0.00% | |
| 99 | REGNREGENERON PHARMACEUTICALS | 2,182 | $1.8M | 0.00% | |
| 100 | INTUINTUIT | 3,465 | $1.8M | 0.00% |
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