Sound View Wealth Advisors Group, LLC Q4 2020 Filing
Filed February 2, 2021
Portfolio Value
$409.3B
Holdings
255
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (255 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 128,783 | $17.1B | 4.17% | |
| 2 | MSFTMICROSOFT CORP | 58,414 | $13.0B | 3.17% | |
| 3 | JNJJOHNSON & JOHNSON | 64,615 | $10.2B | 2.48% | |
| 4 | IBDQISHARES TR | 336,830 | $9.2B | 2.25% | |
| 5 | VIGVANGUARD SPECIALIZED FUNDS | 64,557 | $9.1B | 2.23% | |
| 6 | IAUISHARES TR | 346,209 | $9.1B | 2.22% | |
| 7 | AMZNAMAZON COM INC | 2,533 | $8.3B | 2.02% | |
| 8 | PGPROCTER AND GAMBLE CO | 56,898 | $7.9B | 1.93% | |
| 9 | IAUISHARES TR | 299,666 | $7.7B | 1.87% | |
| 10 | HDHOME DEPOT INC | 27,962 | $7.4B | 1.81% | |
| 11 | BACVERIZON COMMUNICATIONS INC | 125,058 | $7.3B | 1.79% | |
| 12 | —ISHARES TR | 287,465 | $7.2B | 1.75% | |
| 13 | IBDPISHARES TR | 259,873 | $6.9B | 1.69% | |
| 14 | SCHXSCHWAB STRATEGIC TR | 73,714 | $6.7B | 1.64% | |
| 15 | KOCOCA COLA CO | 109,102 | $6.0B | 1.46% | |
| 16 | JPMJPMORGAN CHASE & CO | 44,350 | $5.6B | 1.38% | |
| 17 | VGTVANGUARD WORLD FDS | 15,920 | $5.6B | 1.38% | |
| 18 | NDQINVESCO QQQ TR | 17,480 | $5.5B | 1.34% | |
| 19 | SOSOUTHERN CO | 85,372 | $5.2B | 1.28% | |
| 20 | MCDMCDONALDS CORP | 23,800 | $5.1B | 1.25% | |
| 21 | IWFISHARES TR | 20,049 | $4.8B | 1.18% | |
| 22 | INTCINTEL CORP | 96,974 | $4.8B | 1.18% | |
| 23 | ABBVABBVIE INC | 44,708 | $4.8B | 1.17% | |
| 24 | AMGNAMGEN INC | 20,658 | $4.8B | 1.16% | |
| 25 | KMBKIMBERLY-CLARK CORP | 33,451 | $4.5B | 1.10% | |
| 26 | PFEPFIZER INC | 120,671 | $4.4B | 1.09% | |
| 27 | GOOGALPHABET INC | 2,482 | $4.3B | 1.06% | |
| 28 | LLYLILLY ELI & CO | 25,595 | $4.3B | 1.06% | |
| 29 | SPHQINVESCO EXCHANGE TRADED FD T | 101,574 | $4.3B | 1.04% | |
| 30 | MRKMERCK & CO. INC | 51,803 | $4.2B | 1.04% | |
| 31 | SCHDSCHWAB STRATEGIC TR | 65,218 | $4.2B | 1.02% | |
| 32 | PEPPEPSICO INC | 27,944 | $4.1B | 1.01% | |
| 33 | NOBLPROSHARES TR | 50,776 | $4.1B | 0.99% | |
| 34 | PFFISHARES TR | 97,479 | $3.8B | 0.92% | |
| 35 | BRK/BBERKSHIRE HATHAWAY INC DEL | 15,673 | $3.6B | 0.89% | |
| 36 | DONSPDR DOW JONES INDL AVERAGE | 11,124 | $3.4B | 0.83% | |
| 37 | VOOVANGUARD INDEX FDS | 9,439 | $3.2B | 0.79% | |
| 38 | VTVVANGUARD INDEX FDS | 26,207 | $3.1B | 0.76% | |
| 39 | DNPDNP SELECT INCOME FD INC | 302,242 | $3.1B | 0.76% | |
| 40 | WMTWALMART INC | 21,280 | $3.1B | 0.75% | |
| 41 | DGROISHARES TR | 62,383 | $2.8B | 0.68% | |
| 42 | CVXCHEVRON CORP NEW | 32,770 | $2.8B | 0.68% | |
| 43 | DISDISNEY WALT CO | 15,122 | $2.7B | 0.67% | |
| 44 | AGGISHARES TR | 21,657 | $2.6B | 0.63% | |
| 45 | GPNGLOBAL PMTS INC | 11,417 | $2.5B | 0.60% | |
| 46 | GISGENERAL MLS INC | 40,983 | $2.4B | 0.59% | |
| 47 | NEENEXTERA ENERGY INC | 30,612 | $2.4B | 0.58% | |
| 48 | DEODIAGEO PLC | 14,773 | $2.3B | 0.57% | |
| 49 | USMVISHARES TR | 34,035 | $2.3B | 0.56% | |
| 50 | HONHONEYWELL INTL INC | 10,211 | $2.2B | 0.53% | |
| 51 | GDGENERAL DYNAMICS CORP | 14,095 | $2.1B | 0.51% | |
| 52 | MUBISHARES TR | 17,762 | $2.1B | 0.51% | |
| 53 | ABTABBOTT LABS | 19,004 | $2.1B | 0.51% | |
| 54 | QCOMQUALCOMM INC | 13,399 | $2.0B | 0.50% | |
| 55 | IVOOVANGUARD ADMIRAL FDS INC | 12,956 | $2.0B | 0.49% | |
| 56 | GOOGLALPHABET INC | 1,116 | $2.0B | 0.48% | |
| 57 | IBMINTERNATIONAL BUSINESS MACHS | 15,197 | $1.9B | 0.47% | |
| 58 | 4I1PHILIP MORRIS INTL INC | 23,094 | $1.9B | 0.47% | |
| 59 | VVISA INC | 8,422 | $1.8B | 0.45% | |
| 60 | AFLAFLAC INC | 39,915 | $1.8B | 0.43% | |
| 61 | VHTVANGUARD WORLD FDS | 7,889 | $1.8B | 0.43% | |
| 62 | ADPAUTOMATIC DATA PROCESSING IN | 9,845 | $1.7B | 0.42% | |
| 63 | GSLCGOLDMAN SACHS ETF TR | 22,852 | $1.7B | 0.42% | |
| 64 | VUGVANGUARD INDEX FDS | 6,725 | $1.7B | 0.42% | |
| 65 | AEPAMERICAN ELEC PWR CO INC | 20,076 | $1.7B | 0.41% | |
| 66 | MOALTRIA GROUP INC | 40,722 | $1.7B | 0.41% | |
| 67 | ITWILLINOIS TOOL WKS INC | 8,090 | $1.6B | 0.40% | |
| 68 | AVGOBROADCOM INC | 3,747 | $1.6B | 0.40% | |
| 69 | MDTMEDTRONIC PLC | 13,857 | $1.6B | 0.40% | |
| 70 | BMYBRISTOL-MYERS SQUIBB CO | 26,009 | $1.6B | 0.39% | |
| 71 | TMOTHERMO FISHER SCIENTIFIC INC | 3,361 | $1.6B | 0.38% | |
| 72 | ISTBISHARES TR | 30,029 | $1.6B | 0.38% | |
| 73 | CMCSACOMCAST CORP NEW | 29,494 | $1.5B | 0.38% | |
| 74 | DUKDUKE ENERGY CORP NEW | 16,782 | $1.5B | 0.38% | |
| 75 | EMREMERSON ELEC CO | 18,983 | $1.5B | 0.37% | |
| 76 | CSCOCISCO SYS INC | 33,730 | $1.5B | 0.37% | |
| 77 | TXNTEXAS INSTRS INC | 8,909 | $1.5B | 0.36% | |
| 78 | MMTMSPDR SER TR | 8,938 | $1.4B | 0.35% | |
| 79 | NVDANVIDIA CORPORATION | 2,775 | $1.4B | 0.35% | |
| 80 | MMM3M CO | 8,291 | $1.4B | 0.35% | |
| 81 | FQIDIGITAL RLTY TR INC | 10,356 | $1.4B | 0.35% | |
| 82 | ACWVISHARES INC | 14,856 | $1.4B | 0.35% | |
| 83 | METAFACEBOOK INC | 5,245 | $1.4B | 0.35% | |
| 84 | TAT&T INC | 48,670 | $1.4B | 0.34% | |
| 85 | UNHUNITEDHEALTH GROUP INC | 3,944 | $1.4B | 0.34% | |
| 86 | WRBBERKLEY W R CORP | 20,487 | $1.4B | 0.33% | |
| 87 | SDYSPDR SER TR | 12,830 | $1.4B | 0.33% | |
| 88 | TSLATESLA INC | 1,776 | $1.3B | 0.31% | |
| 89 | XOMEXXON MOBIL CORP | 30,042 | $1.2B | 0.30% | |
| 90 | AZNASTRAZENECA PLC | 23,359 | $1.2B | 0.29% | |
| 91 | BACBK OF AMERICA CORP | 36,925 | $1.1B | 0.27% | |
| 92 | ORCLORACLE CORP | 17,293 | $1.1B | 0.27% | |
| 93 | PNCPNC FINL SVCS GROUP INC | 7,130 | $1.1B | 0.26% | |
| 94 | APDAIR PRODS & CHEMS INC | 3,861 | $1.1B | 0.26% | |
| 95 | RTXRAYTHEON TECHNOLOGIES CORP | 14,265 | $1.0B | 0.25% | |
| 96 | CMECME GROUP INC | 5,593 | $1.0B | 0.25% | |
| 97 | LOWLOWES COS INC | 6,322 | $1.0B | 0.25% | |
| 98 | VTIVANGUARD INDEX FDS | 5,145 | $1.0B | 0.24% | |
| 99 | FHIFEDERATED HERMES INC | 33,453 | $966.0M | 0.24% | |
| 100 | SHOPSHOPIFY INC | 848 | $960.0M | 0.23% |
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