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)

#StockSharesValue% PortfolioType
101
RTXRAYTHEON TECHNOLOGIES CORP
17,822$1K0.00%
102
HONHONEYWELL INTL INC
6,342$1K0.00%
103
IWRISHARES TR
29,525$1K0.00%
104
UFEBINNOVATOR ETFS TR
50,100$1K0.00%
105
LOWLOWES COS INC
8,053$1K0.00%
106
FHIFEDERATED HERMES INC
38,618$1K0.00%
107
AZNASTRAZENECA PLC
21,585$1K0.00%
108
XLFSELECT SECTOR SPDR TR
7,678$00.00%
109
MUBISHARES TR
5,018$00.00%
110
PGRPROGRESSIVE CORP
6,334$00.00%
111
AQLTISHARES TR
22,246$00.00%
112
MMM3M CO
8,315$00.00%
113
MAGENTA THERAPEUTICS INC
10,500$00.00%
114
CICIGNA CORP NEW
1,378$00.00%
115
APDAIR PRODS & CHEMS INC
2,388$00.00%
116
ELVELEVANCE HEALTH INC
1,085$00.00%
117
XNEAXNUVEEN AMT FREE QLTY MUN INC
12,714$00.00%
118
VNQVANGUARD INDEX FDS
3,308$00.00%
119
FFORD MTR CO DEL
26,235$00.00%
120
SUBISHARES TR
2,000$00.00%
121
COPCONOCOPHILLIPS
3,019$00.00%
122
PEGPUBLIC SVC ENTERPRISE GRP IN
12,555$00.00%
123
AONAON PLC
2,699$00.00%
124
XLESELECT SECTOR SPDR TR
6,588$00.00%
125
BRK-BBERKSHIRE HATHAWAY INC DEL
2$00.00%
126
TJXTJX COS INC NEW
4,892$00.00%
127
COFCAPITAL ONE FINL CORP
2,489$00.00%
128
BMTABRITISH AMERN TOB PLC
6,914$00.00%
129
SYKSTRYKER CORPORATION
3,006$00.00%
130
VEUVANGUARD INTL EQUITY INDEX F
17,670$00.00%
131
VCRVANGUARD WORLD FDS
963$00.00%
132
CXEMFS HIGH INCOME MUN TR
15,000$00.00%
133
SCHESCHWAB STRATEGIC TR
10,850$00.00%
134
IVOOVANGUARD ADMIRAL FDS INC
1,598$00.00%
135
EAGGISHARES TR
9,930$00.00%
136
GPROGOPRO INC
30,000$00.00%
137
GPCGENUINE PARTS CO
2,464$00.00%
138
WMBWILLIAMS COS INC
23,117$00.00%
139
DHRDANAHER CORPORATION
1,995$00.00%
140
ZTSZOETIS INC
4,422$00.00%
141
USMVISHARES TR
13,702$00.00%
142
CCLCARNIVAL CORP
11,401$00.00%
143
NKENIKE INC
6,422$00.00%
144
MDLZMONDELEZ INTL INC
8,469$00.00%
145
BLKCHFBLACKROCK INC
708$00.00%
146
DRIDARDEN RESTAURANTS INC
1,705$00.00%
147
XJHISHARES TR
7,597$00.00%
148
EFXEQUIFAX INC
4,643$00.00%
149
IWPISHARES TR
5,867$00.00%
150
IAUISHARES TR
23,741$00.00%
151
VRTXVERTEX PHARMACEUTICALS INC
2,236$00.00%
152
EQIXEQUINIX INC
689$00.00%
153
BTZBLACKROCK CR ALLOCATION INCO
19,100$00.00%
154
ROKROCKWELL AUTOMATION INC
2,237$00.00%
155
PRKPARK NATL CORP
5,393$00.00%
156
TSMTAIWAN SEMICONDUCTOR MFG LTD
4,020$00.00%
157
IWSISHARES TR
4,306$00.00%
158
INTUINTUIT
1,061$00.00%
159
AMATAPPLIED MATLS INC
2,740$00.00%
160
VDCVANGUARD WORLD FDS
1,131$00.00%
161
UNPUNION PAC CORP
2,885$00.00%
162
SLBSCHLUMBERGER LTD
8,351$00.00%
163
ENBENBRIDGE INC
6,612$00.00%
164
NVSNNOVARTIS AG
2,477$00.00%
165
NBIXNEUROCRINE BIOSCIENCES INC
2,046$00.00%
166
ZBHZIMMER BIOMET HOLDINGS INC
5,321$00.00%
167
FSPFRANKLIN STR PPTYS CORP
44,726$00.00%
168
XELXCEL ENERGY INC
3,199$00.00%
169
METAMETA PLATFORMS INC
3,768$00.00%
170
IBMOISHARES TR
36,555$00.00%
171
SJMSMUCKER J M CO
4,208$00.00%
172
CLCOLGATE PALMOLIVE CO
5,354$00.00%
173
IBBISHARES TR
3,959$00.00%
174
SMHVANECK ETF TRUST
1,253$00.00%
175
XLUSELECT SECTOR SPDR TR
13,665$00.00%
176
LRCXEURLAM RESEARCH CORP
1,822$00.00%
177
ISRGINTUITIVE SURGICAL INC
2,473$00.00%
178
NSCNORFOLK SOUTHN CORP
3,327$00.00%
179
IGSBISHARES TR
6,482$00.00%
180
OTISOTIS WORLDWIDE CORP
3,887$00.00%
181
YUMYUM BRANDS INC
1,698$00.00%
182
HUMHUMANA INC
987$00.00%
183
PHYS/USPROTT PHYSICAL GOLD TR
15,959$00.00%
184
NFLXNETFLIX INC
1,283$00.00%
185
UTGREAVES UTIL INCOME FD
21,742$00.00%
186
SUSAISHARES TR
5,186$00.00%
187
WECWEC ENERGY GROUP INC
3,160$00.00%
188
PG4PRINCIPAL FINANCIAL GROUP IN
7,269$00.00%
189
PFIXSIMPLIFY EXCHANGE TRADED FUN
5,000$00.00%
190
SDYSPDR SER TR
2,310$00.00%
191
CATCATERPILLAR INC
3,978$00.00%
192
SPGSIMON PPTY GROUP INC NEW
4,210$00.00%
193
NTRNUTRIEN LTD
4,150$00.00%
194
ESGUISHARES TR
6,020$00.00%
195
GVIISHARES TR
3,920$00.00%
196
ACNACCENTURE PLC IRELAND
843$00.00%
197
METMETLIFE INC
4,796$00.00%
198
GILDGILEAD SCIENCES INC
6,044$00.00%
199
ETENERGY TRANSFER L P
21,160$00.00%
200
VOEVANGUARD INDEX FDS
4,275$00.00%
PreviousPage 2 of 3Next