Sound View Wealth Advisors Group, LLC Q4 2022 Filing
Filed February 8, 2023
Portfolio Value
$472.9B
Holdings
268
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (268 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 127,121 | $16K | 0.00% | |
| 2 | MSFTMICROSOFT CORP | 64,019 | $15K | 0.00% | |
| 3 | IBDRISHARES TR | 529,552 | $12K | 0.00% | |
| 4 | PGPROCTER AND GAMBLE CO | 78,532 | $11K | 0.00% | |
| 5 | IBDQISHARES TR | 478,739 | $11K | 0.00% | |
| 6 | JNJJOHNSON & JOHNSON | 66,039 | $11K | 0.00% | |
| 7 | IAUISHARES TR | 431,485 | $10K | 0.00% | |
| 8 | IBDSISHARES TR | 389,341 | $9K | 0.00% | |
| 9 | SCHXSCHWAB STRATEGIC TR | 199,707 | $9K | 0.00% | |
| 10 | IBDPISHARES TR | 399,979 | $9K | 0.00% | |
| 11 | VIGVANGUARD SPECIALIZED FUNDS | 54,734 | $8K | 0.00% | |
| 12 | LLYLILLY ELI & CO | 23,301 | $8K | 0.00% | |
| 13 | SCHDSCHWAB STRATEGIC TR | 99,404 | $7K | 0.00% | |
| 14 | HDHOME DEPOT INC | 24,105 | $7K | 0.00% | |
| 15 | DGROISHARES TR | 134,696 | $6K | 0.00% | |
| 16 | ABBVABBVIE INC | 41,805 | $6K | 0.00% | |
| 17 | JPMJPMORGAN CHASE & CO | 45,898 | $6K | 0.00% | |
| 18 | EPDENTERPRISE PRODS PARTNERS L | 250,804 | $6K | 0.00% | |
| 19 | SOSOUTHERN CO | 79,164 | $5K | 0.00% | |
| 20 | KOCOCA COLA CO | 88,372 | $5K | 0.00% | |
| 21 | PFEPFIZER INC | 103,660 | $5K | 0.00% | |
| 22 | MCDMCDONALDS CORP | 22,346 | $5K | 0.00% | |
| 23 | PEPPEPSICO INC | 28,079 | $5K | 0.00% | |
| 24 | MRKMERCK & CO INC | 45,648 | $5K | 0.00% | |
| 25 | DONSPDR DOW JONES INDL AVERAGE | 15,769 | $5K | 0.00% | |
| 26 | CVXCHEVRON CORP NEW | 30,044 | $5K | 0.00% | |
| 27 | AMGNAMGEN INC | 20,621 | $5K | 0.00% | |
| 28 | TSLATESLA INC | 34,574 | $4K | 0.00% | |
| 29 | GOOGALPHABET INC | 47,566 | $4K | 0.00% | |
| 30 | BRK/BBERKSHIRE HATHAWAY INC DEL | 15,688 | $4K | 0.00% | |
| 31 | VOOVANGUARD INDEX FDS | 13,987 | $4K | 0.00% | |
| 32 | SPHQINVESCO EXCHANGE TRADED FD T | 94,059 | $4K | 0.00% | |
| 33 | AMZNAMAZON COM INC | 57,685 | $4K | 0.00% | |
| 34 | VGTVANGUARD WORLD FDS | 15,232 | $4K | 0.00% | |
| 35 | XOMEXXON MOBIL CORP | 33,851 | $3K | 0.00% | |
| 36 | BACVERIZON COMMUNICATIONS INC | 86,000 | $3K | 0.00% | |
| 37 | GDGENERAL DYNAMICS CORP | 13,544 | $3K | 0.00% | |
| 38 | VTIVANGUARD INDEX FDS | 16,395 | $3K | 0.00% | |
| 39 | DNPDNP SELECT INCOME FD INC | 308,445 | $3K | 0.00% | |
| 40 | WMTWALMART INC | 21,704 | $3K | 0.00% | |
| 41 | KMBKIMBERLY-CLARK CORP | 28,648 | $3K | 0.00% | |
| 42 | VTVVANGUARD INDEX FDS | 23,821 | $3K | 0.00% | |
| 43 | IWFISHARES TR | 16,574 | $3K | 0.00% | |
| 44 | NDQINVESCO QQQ TR | 14,260 | $3K | 0.00% | |
| 45 | NEENEXTERA ENERGY INC | 41,205 | $3K | 0.00% | |
| 46 | VYMVANGUARD WHITEHALL FDS | 27,910 | $3K | 0.00% | |
| 47 | AFLAFLAC INC | 36,611 | $2K | 0.00% | |
| 48 | SPYSPDR S&P 500 ETF TR | 6,428 | $2K | 0.00% | |
| 49 | DEODIAGEO PLC | 13,541 | $2K | 0.00% | |
| 50 | ABTABBOTT LABS | 20,200 | $2K | 0.00% | |
| 51 | BMYBRISTOL-MYERS SQUIBB CO | 35,501 | $2K | 0.00% | |
| 52 | GISGENERAL MLS INC | 35,025 | $2K | 0.00% | |
| 53 | NOBLPROSHARES TR | 27,147 | $2K | 0.00% | |
| 54 | VVISA INC | 9,931 | $2K | 0.00% | |
| 55 | ISTBISHARES TR | 46,506 | $2K | 0.00% | |
| 56 | AGGISHARES TR | 30,464 | $2K | 0.00% | |
| 57 | PFFISHARES TR | 78,494 | $2K | 0.00% | |
| 58 | ADPAUTOMATIC DATA PROCESSING IN | 9,431 | $2K | 0.00% | |
| 59 | GOOGLALPHABET INC | 27,282 | $2K | 0.00% | |
| 60 | AVGOBROADCOM INC | 4,476 | $2K | 0.00% | |
| 61 | UNHUNITEDHEALTH GROUP INC | 4,099 | $2K | 0.00% | |
| 62 | PNCPNC FINL SVCS GROUP INC | 6,553 | $1K | 0.00% | |
| 63 | IWMISHARES TR | 6,482 | $1K | 0.00% | |
| 64 | CRMSALESFORCE INC | 8,518 | $1K | 0.00% | |
| 65 | EMREMERSON ELEC CO | 18,434 | $1K | 0.00% | |
| 66 | IBMINTERNATIONAL BUSINESS MACHS | 12,539 | $1K | 0.00% | |
| 67 | VHTVANGUARD WORLD FDS | 6,302 | $1K | 0.00% | |
| 68 | AXPAMERICAN EXPRESS CO | 6,856 | $1K | 0.00% | |
| 69 | IBTEISHARES TR | 62,139 | $1K | 0.00% | |
| 70 | KMIKINDER MORGAN INC DEL | 72,342 | $1K | 0.00% | |
| 71 | IVVISHARES TR | 3,528 | $1K | 0.00% | |
| 72 | DEDEERE & CO | 3,919 | $1K | 0.00% | |
| 73 | XLFISELECT SECTOR SPDR TR | 13,568 | $1K | 0.00% | |
| 74 | 4I1PHILIP MORRIS INTL INC | 18,676 | $1K | 0.00% | |
| 75 | AEPAMERICAN ELEC PWR CO INC | 18,807 | $1K | 0.00% | |
| 76 | VUGVANGUARD INDEX FDS | 5,723 | $1K | 0.00% | |
| 77 | IWDISHARES TR | 7,337 | $1K | 0.00% | |
| 78 | NOCNORTHROP GRUMMAN CORP | 2,574 | $1K | 0.00% | |
| 79 | WMWASTE MGMT INC DEL | 6,811 | $1K | 0.00% | |
| 80 | COSTCOSTCO WHSL CORP NEW | 3,212 | $1K | 0.00% | |
| 81 | GPNGLOBAL PMTS INC | 10,539 | $1K | 0.00% | |
| 82 | TMOTHERMO FISHER SCIENTIFIC INC | 3,603 | $1K | 0.00% | |
| 83 | TXNTEXAS INSTRS INC | 9,517 | $1K | 0.00% | |
| 84 | CSCOCISCO SYS INC | 29,136 | $1K | 0.00% | |
| 85 | BACBANK AMERICA CORP | 39,746 | $1K | 0.00% | |
| 86 | XLKSELECT SECTOR SPDR TR | 10,757 | $1K | 0.00% | |
| 87 | IWBISHARES TR | 5,820 | $1K | 0.00% | |
| 88 | MOALTRIA GROUP INC | 37,616 | $1K | 0.00% | |
| 89 | NVDANVIDIA CORPORATION | 11,297 | $1K | 0.00% | |
| 90 | CMCSACOMCAST CORP NEW | 45,150 | $1K | 0.00% | |
| 91 | DISDISNEY WALT CO | 12,267 | $1K | 0.00% | |
| 92 | MDTMEDTRONIC PLC | 16,740 | $1K | 0.00% | |
| 93 | XLVSELECT SECTOR SPDR TR | 12,925 | $1K | 0.00% | |
| 94 | ITWILLINOIS TOOL WKS INC | 8,399 | $1K | 0.00% | |
| 95 | QCOMQUALCOMM INC | 15,223 | $1K | 0.00% | |
| 96 | INTCINTEL CORP | 65,490 | $1K | 0.00% | |
| 97 | ORCLORACLE CORP | 15,724 | $1K | 0.00% | |
| 98 | DUKDUKE ENERGY CORP NEW | 15,038 | $1K | 0.00% | |
| 99 | LMTLOCKHEED MARTIN CORP | 3,848 | $1K | 0.00% | |
| 100 | PAYXPAYCHEX INC | 8,959 | $1K | 0.00% |
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