Sound View Wealth Advisors Group, LLC Q3 2024 Filing
Filed November 12, 2024
Portfolio Value
$1.2T
Holdings
407
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (407 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 308,775 | $71.9B | 5.87% | |
| 2 | IBDQISHARES TR | 1,599,171 | $40.1B | 3.28% | |
| 3 | MSFTMICROSOFT CORP | 86,981 | $37.4B | 3.06% | |
| 4 | IBDRISHARES TR | 1,198,154 | $29.1B | 2.38% | |
| 5 | NVDANVIDIA CORPORATION | 215,789 | $26.2B | 2.14% | |
| 6 | LLYELI LILLY & CO | 27,564 | $24.4B | 1.99% | |
| 7 | IBDPISHARES TR | 950,120 | $24.0B | 1.96% | |
| 8 | IBDSISHARES TR | 961,816 | $23.4B | 1.91% | |
| 9 | BUFRFIRST TR EXCHNG TRADED FD VI | 772,233 | $23.1B | 1.88% | |
| 10 | SCHXSCHWAB STRATEGIC TR | 334,004 | $22.7B | 1.85% | |
| 11 | VTIVANGUARD INDEX FDS | 73,321 | $20.8B | 1.69% | |
| 12 | IBDTISHARES TR | 806,748 | $20.6B | 1.68% | |
| 13 | VOOVANGUARD INDEX FDS | 38,713 | $20.4B | 1.67% | |
| 14 | VIGVANGUARD SPECIALIZED FUNDS | 91,709 | $18.2B | 1.48% | |
| 15 | SCHDSCHWAB STRATEGIC TR | 199,522 | $16.9B | 1.38% | |
| 16 | AMZNAMAZON COM INC | 87,224 | $16.3B | 1.33% | |
| 17 | IBDUISHARES TR | 676,437 | $15.9B | 1.30% | |
| 18 | VGTVANGUARD WORLD FD | 26,968 | $15.8B | 1.29% | |
| 19 | PGPROCTER AND GAMBLE CO | 89,396 | $15.5B | 1.26% | |
| 20 | NDQINVESCO QQQ TR | 30,786 | $15.0B | 1.23% | |
| 21 | IBDVISHARES TR | 646,385 | $14.3B | 1.17% | |
| 22 | SPHQINVESCO EXCHANGE TRADED FD T | 205,749 | $13.8B | 1.13% | |
| 23 | IBDWISHARES TR | 651,055 | $13.8B | 1.13% | |
| 24 | HDHOME DEPOT INC | 33,998 | $13.8B | 1.12% | |
| 25 | JPMJPMORGAN CHASE & CO. | 63,751 | $13.4B | 1.10% | |
| 26 | JNJJOHNSON & JOHNSON | 81,374 | $13.2B | 1.08% | |
| 27 | TSLATESLA INC | 43,512 | $11.4B | 0.93% | |
| 28 | ABBVABBVIE INC | 57,376 | $11.3B | 0.92% | |
| 29 | DGROISHARES TR | 174,283 | $10.9B | 0.89% | |
| 30 | GOOGALPHABET INC | 65,226 | $10.9B | 0.89% | |
| 31 | DONSPDR DOW JONES INDL AVERAGE | 24,835 | $10.5B | 0.86% | |
| 32 | SPYSPDR S&P 500 ETF TR | 17,827 | $10.2B | 0.83% | |
| 33 | IBTEISHARES TR | 424,207 | $10.2B | 0.83% | |
| 34 | AMGNAMGEN INC | 28,364 | $9.1B | 0.75% | |
| 35 | BRK/BBERKSHIRE HATHAWAY INC DEL | 19,165 | $8.8B | 0.72% | |
| 36 | MCDMCDONALDS CORP | 28,591 | $8.7B | 0.71% | |
| 37 | AVGOBROADCOM INC | 49,861 | $8.6B | 0.70% | |
| 38 | IWFISHARES TR | 22,590 | $8.5B | 0.69% | |
| 39 | KOCOCA COLA CO | 116,788 | $8.4B | 0.69% | |
| 40 | SOSOUTHERN CO | 91,922 | $8.3B | 0.68% | |
| 41 | XLKSELECT SECTOR SPDR TR | 36,718 | $8.3B | 0.68% | |
| 42 | XOMEXXON MOBIL CORP | 67,028 | $7.9B | 0.64% | |
| 43 | WMTWALMART INC | 96,187 | $7.8B | 0.63% | |
| 44 | VYMVANGUARD WHITEHALL FDS | 60,529 | $7.8B | 0.63% | |
| 45 | EPDENTERPRISE PRODS PARTNERS L | 250,262 | $7.3B | 0.59% | |
| 46 | XLVSELECT SECTOR SPDR TR | 44,765 | $6.9B | 0.56% | |
| 47 | IBMINTERNATIONAL BUSINESS MACHS | 30,792 | $6.8B | 0.56% | |
| 48 | BNDVANGUARD BD INDEX FDS | 89,105 | $6.7B | 0.55% | |
| 49 | GOOGLALPHABET INC | 40,277 | $6.7B | 0.55% | |
| 50 | VVISA INC | 23,464 | $6.5B | 0.53% | |
| 51 | CVXCHEVRON CORP NEW | 41,210 | $6.1B | 0.50% | |
| 52 | MRKMERCK & CO INC | 51,610 | $5.9B | 0.48% | |
| 53 | METAMETA PLATFORMS INC | 10,235 | $5.9B | 0.48% | |
| 54 | IWRISHARES TR | 63,229 | $5.6B | 0.45% | |
| 55 | 4I1PHILIP MORRIS INTL INC | 44,821 | $5.4B | 0.44% | |
| 56 | COSTCOSTCO WHSL CORP NEW | 6,107 | $5.4B | 0.44% | |
| 57 | PEPPEPSICO INC | 31,311 | $5.3B | 0.43% | |
| 58 | VTVVANGUARD INDEX FDS | 29,319 | $5.1B | 0.42% | |
| 59 | XLUSELECT SECTOR SPDR TR | 61,643 | $5.0B | 0.41% | |
| 60 | EMREMERSON ELEC CO | 40,811 | $4.5B | 0.36% | |
| 61 | CATCATERPILLAR INC | 11,408 | $4.5B | 0.36% | |
| 62 | VHTVANGUARD WORLD FD | 15,792 | $4.5B | 0.36% | |
| 63 | XLFISELECT SECTOR SPDR TR | 53,229 | $4.4B | 0.36% | |
| 64 | AXPAMERICAN EXPRESS CO | 15,805 | $4.3B | 0.35% | |
| 65 | UNHUNITEDHEALTH GROUP INC | 7,298 | $4.3B | 0.35% | |
| 66 | KMBKIMBERLY-CLARK CORP | 29,860 | $4.2B | 0.35% | |
| 67 | IWBISHARES TR | 13,252 | $4.2B | 0.34% | |
| 68 | AFLAFLAC INC | 36,071 | $4.0B | 0.33% | |
| 69 | AGGISHARES TR | 39,575 | $4.0B | 0.33% | |
| 70 | PFEPFIZER INC | 137,132 | $4.0B | 0.32% | |
| 71 | NEENEXTERA ENERGY INC | 46,288 | $3.9B | 0.32% | |
| 72 | GDGENERAL DYNAMICS CORP | 12,903 | $3.9B | 0.32% | |
| 73 | ORCLORACLE CORP | 22,778 | $3.9B | 0.32% | |
| 74 | LOWLOWES COS INC | 14,323 | $3.9B | 0.32% | |
| 75 | QCOMQUALCOMM INC | 22,798 | $3.9B | 0.32% | |
| 76 | FITBFIFTH THIRD BANCORP | 90,462 | $3.9B | 0.32% | |
| 77 | MOALTRIA GROUP INC | 73,553 | $3.8B | 0.31% | |
| 78 | IBMOISHARES TR | 141,144 | $3.6B | 0.30% | |
| 79 | VUGVANGUARD INDEX FDS | 9,385 | $3.6B | 0.29% | |
| 80 | IAUISHARES TR | 134,554 | $3.6B | 0.29% | |
| 81 | BMYBRISTOL-MYERS SQUIBB CO | 66,527 | $3.4B | 0.28% | |
| 82 | CRMSALESFORCE INC | 12,486 | $3.4B | 0.28% | |
| 83 | AQLTISHARES TR | 125,369 | $3.3B | 0.27% | |
| 84 | WMBWILLIAMS COS INC | 70,606 | $3.2B | 0.26% | |
| 85 | IVVISHARES TR | 5,556 | $3.2B | 0.26% | |
| 86 | CMCSACOMCAST CORP NEW | 75,744 | $3.2B | 0.26% | |
| 87 | TXNTEXAS INSTRS INC | 15,187 | $3.1B | 0.26% | |
| 88 | BACVERIZON COMMUNICATIONS INC | 69,648 | $3.1B | 0.26% | |
| 89 | ABTABBOTT LABS | 27,243 | $3.1B | 0.25% | |
| 90 | GQ9SPDR GOLD TR | 12,653 | $3.1B | 0.25% | |
| 91 | ZTSZOETIS INC | 15,677 | $3.1B | 0.25% | |
| 92 | MDTMEDTRONIC PLC | 33,763 | $3.0B | 0.25% | |
| 93 | VOEVANGUARD INDEX FDS | 17,958 | $3.0B | 0.25% | |
| 94 | IWMISHARES TR | 13,586 | $3.0B | 0.24% | |
| 95 | KMIKINDER MORGAN INC DEL | 132,887 | $2.9B | 0.24% | |
| 96 | RTXRTX CORPORATION | 24,211 | $2.9B | 0.24% | |
| 97 | PGRPROGRESSIVE CORP | 11,474 | $2.9B | 0.24% | |
| 98 | GISGENERAL MLS INC | 38,486 | $2.8B | 0.23% | |
| 99 | ISTBISHARES TR | 57,763 | $2.8B | 0.23% | |
| 100 | ADPAUTOMATIC DATA PROCESSING IN | 10,112 | $2.8B | 0.23% |
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