Sound View Wealth Advisors Group, LLC Q4 2021 Filing
Filed January 20, 2022
Portfolio Value
$529.1B
Holdings
290
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (290 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 127,084 | $22.6B | 4.26% | |
| 2 | MSFTMICROSOFT CORP | 59,090 | $19.9B | 3.76% | |
| 3 | IBDRISHARES TR | 465,750 | $12.1B | 2.29% | |
| 4 | TSLATESLA INC | 11,342 | $12.0B | 2.27% | |
| 5 | JNJJOHNSON & JOHNSON | 64,571 | $11.0B | 2.09% | |
| 6 | IBDQISHARES TR | 407,592 | $10.8B | 2.04% | |
| 7 | IAUISHARES TR | 419,475 | $10.8B | 2.04% | |
| 8 | HDHOME DEPOT INC | 25,195 | $10.5B | 1.98% | |
| 9 | SCHXSCHWAB STRATEGIC TR | 90,174 | $10.3B | 1.94% | |
| 10 | VIGVANGUARD SPECIALIZED FUNDS | 57,826 | $9.9B | 1.88% | |
| 11 | AMZNAMAZON COM INC | 2,760 | $9.2B | 1.74% | |
| 12 | IBDPISHARES TR | 340,291 | $8.8B | 1.67% | |
| 13 | PGPROCTER AND GAMBLE CO | 53,429 | $8.7B | 1.65% | |
| 14 | DGROISHARES TR | 138,763 | $7.7B | 1.46% | |
| 15 | VGTVANGUARD WORLD FDS | 16,160 | $7.4B | 1.40% | |
| 16 | JPMJPMORGAN CHASE & CO | 45,555 | $7.2B | 1.36% | |
| 17 | SCHDSCHWAB STRATEGIC TR | 87,513 | $7.1B | 1.34% | |
| 18 | GOOGALPHABET INC | 2,434 | $7.0B | 1.33% | |
| 19 | LLYLILLY ELI & CO | 25,061 | $6.9B | 1.31% | |
| 20 | PFEPFIZER INC | 110,209 | $6.5B | 1.23% | |
| 21 | MCDMCDONALDS CORP | 22,603 | $6.1B | 1.15% | |
| 22 | VOOVANGUARD INDEX FDS | 13,166 | $5.7B | 1.09% | |
| 23 | ABBVABBVIE INC | 42,134 | $5.7B | 1.08% | |
| 24 | SOSOUTHERN CO | 83,174 | $5.7B | 1.08% | |
| 25 | KOCOCA COLA CO | 95,822 | $5.7B | 1.07% | |
| 26 | AGGISHARES TR | 47,962 | $5.5B | 1.03% | |
| 27 | BACVERIZON COMMUNICATIONS INC | 104,042 | $5.4B | 1.02% | |
| 28 | IWFISHARES TR | 17,561 | $5.4B | 1.01% | |
| 29 | DONSPDR DOW JONES INDL AVERAGE | 14,362 | $5.2B | 0.99% | |
| 30 | PEPPEPSICO INC | 29,583 | $5.1B | 0.97% | |
| 31 | NDQINVESCO QQQ TR | 12,741 | $5.1B | 0.96% | |
| 32 | SPHQINVESCO EXCHANGE TRADED FD T | 94,816 | $5.0B | 0.95% | |
| 33 | AMGNAMGEN INC | 21,681 | $4.9B | 0.92% | |
| 34 | INTCINTEL CORP | 86,988 | $4.5B | 0.85% | |
| 35 | KMBKIMBERLY-CLARK CORP | 29,993 | $4.3B | 0.81% | |
| 36 | BRK/BBERKSHIRE HATHAWAY INC DEL | 14,298 | $4.3B | 0.81% | |
| 37 | NVDANVIDIA CORPORATION | 14,305 | $4.2B | 0.80% | |
| 38 | PFFISHARES TR | 95,556 | $3.8B | 0.71% | |
| 39 | IAUISHARES TR | 149,234 | $3.8B | 0.71% | |
| 40 | MRKMERCK & CO INC | 47,802 | $3.7B | 0.69% | |
| 41 | VTVVANGUARD INDEX FDS | 24,648 | $3.6B | 0.69% | |
| 42 | CVXCHEVRON CORP NEW | 30,168 | $3.5B | 0.67% | |
| 43 | GOOGLALPHABET INC | 1,176 | $3.4B | 0.64% | |
| 44 | DNPDNP SELECT INCOME FD INC | 311,162 | $3.4B | 0.64% | |
| 45 | WMTWALMART INC | 23,193 | $3.4B | 0.63% | |
| 46 | IWRISHARES TR | 39,810 | $3.3B | 0.62% | |
| 47 | GDGENERAL DYNAMICS CORP | 15,615 | $3.3B | 0.62% | |
| 48 | NEENEXTERA ENERGY INC | 34,831 | $3.3B | 0.61% | |
| 49 | NOBLPROSHARES TR | 32,685 | $3.2B | 0.61% | |
| 50 | DEODIAGEO PLC | 14,298 | $3.1B | 0.59% | |
| 51 | QCOMQUALCOMM INC | 15,575 | $2.8B | 0.54% | |
| 52 | ABTABBOTT LABS | 19,823 | $2.8B | 0.53% | |
| 53 | GISGENERAL MLS INC | 39,377 | $2.7B | 0.50% | |
| 54 | ISTBISHARES TR | 50,745 | $2.6B | 0.48% | |
| 55 | AVGOBROADCOM INC | 3,693 | $2.5B | 0.46% | |
| 56 | DISDISNEY WALT CO | 15,837 | $2.5B | 0.46% | |
| 57 | ADPAUTOMATIC DATA PROCESSING IN | 9,788 | $2.4B | 0.46% | |
| 58 | SPYSPDR S&P 500 ETF TR | 4,760 | $2.3B | 0.43% | |
| 59 | XOMEXXON MOBIL CORP | 36,665 | $2.2B | 0.42% | |
| 60 | TMOTHERMO FISHER SCIENTIFIC INC | 3,285 | $2.2B | 0.41% | |
| 61 | AFLAFLAC INC | 37,360 | $2.2B | 0.41% | |
| 62 | ITWILLINOIS TOOL WKS INC | 8,455 | $2.1B | 0.39% | |
| 63 | CSCOCISCO SYS INC | 32,321 | $2.0B | 0.39% | |
| 64 | VTIVANGUARD INDEX FDS | 8,349 | $2.0B | 0.38% | |
| 65 | UNHUNITEDHEALTH GROUP INC | 3,971 | $2.0B | 0.38% | |
| 66 | CMCSACOMCAST CORP NEW | 39,137 | $2.0B | 0.37% | |
| 67 | VUGVANGUARD INDEX FDS | 6,104 | $2.0B | 0.37% | |
| 68 | VHTVANGUARD WORLD FDS | 7,281 | $1.9B | 0.37% | |
| 69 | 4I1PHILIP MORRIS INTL INC | 20,138 | $1.9B | 0.36% | |
| 70 | METAMETA PLATFORMS INC | 5,495 | $1.8B | 0.35% | |
| 71 | TXNTEXAS INSTRS INC | 9,372 | $1.8B | 0.33% | |
| 72 | HONHONEYWELL INTL INC | 8,390 | $1.7B | 0.33% | |
| 73 | IBMINTERNATIONAL BUSINESS MACHS | 13,007 | $1.7B | 0.33% | |
| 74 | AEPAMERICAN ELEC PWR CO INC | 19,460 | $1.7B | 0.33% | |
| 75 | FHIFEDERATED HERMES INC | 45,885 | $1.7B | 0.33% | |
| 76 | VYMVANGUARD WHITEHALL FDS | 15,276 | $1.7B | 0.32% | |
| 77 | BACBK OF AMERICA CORP | 38,420 | $1.7B | 0.32% | |
| 78 | DUKDUKE ENERGY CORP NEW | 16,208 | $1.7B | 0.32% | |
| 79 | LOWLOWES COS INC | 6,576 | $1.7B | 0.32% | |
| 80 | WRBBERKLEY W R CORP | 20,494 | $1.7B | 0.32% | |
| 81 | VVISA INC | 7,779 | $1.7B | 0.32% | |
| 82 | EMREMERSON ELEC CO | 17,867 | $1.7B | 0.31% | |
| 83 | MUBISHARES TR | 14,168 | $1.6B | 0.31% | |
| 84 | FQIDIGITAL RLTY TR INC | 9,288 | $1.6B | 0.31% | |
| 85 | MOALTRIA GROUP INC | 34,518 | $1.6B | 0.31% | |
| 86 | BMYBRISTOL-MYERS SQUIBB CO | 25,944 | $1.6B | 0.31% | |
| 87 | ORCLORACLE CORP | 18,308 | $1.6B | 0.30% | |
| 88 | LMTLOCKHEED MARTIN CORP | 4,314 | $1.5B | 0.29% | |
| 89 | MDTMEDTRONIC PLC | 14,675 | $1.5B | 0.29% | |
| 90 | MMM3M CO | 8,334 | $1.5B | 0.28% | |
| 91 | IWBISHARES TR | 5,477 | $1.4B | 0.27% | |
| 92 | PNCPNC FINL SVCS GROUP INC | 7,160 | $1.4B | 0.27% | |
| 93 | GPNGLOBAL PMTS INC | 10,539 | $1.4B | 0.27% | |
| 94 | PAYXPAYCHEX INC | 10,270 | $1.4B | 0.26% | |
| 95 | EFXEQUIFAX INC | 4,696 | $1.4B | 0.26% | |
| 96 | COSTCOSTCO WHSL CORP NEW | 2,422 | $1.4B | 0.26% | |
| 97 | IWMISHARES TR | 6,159 | $1.4B | 0.26% | |
| 98 | XLKSELECT SECTOR SPDR TR | 7,745 | $1.3B | 0.25% | |
| 99 | IWDISHARES TR | 7,827 | $1.3B | 0.25% | |
| 100 | CRMSALESFORCE COM INC | 5,154 | $1.3B | 0.25% |
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