Sound View Wealth Advisors Group, LLC Q4 2023 Filing
Filed February 8, 2024
Portfolio Value
$906.6B
Holdings
385
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (385 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 280,535 | $54K | 0.00% | |
| 2 | MSFTMICROSOFT CORP | 84,510 | $31K | 0.00% | |
| 3 | IBDRISHARES TR | 898,634 | $21K | 0.00% | |
| 4 | IBDPISHARES TR | 806,498 | $20K | 0.00% | |
| 5 | IBDQISHARES TR | 839,573 | $20K | 0.00% | |
| 6 | SCHXSCHWAB STRATEGIC TR | 327,380 | $18K | 0.00% | |
| 7 | IBDSISHARES TR | 746,143 | $17K | 0.00% | |
| 8 | SCHDSCHWAB STRATEGIC TR | 217,324 | $16K | 0.00% | |
| 9 | LLYELI LILLY & CO | 27,143 | $15K | 0.00% | |
| 10 | VIGVANGUARD SPECIALIZED FUNDS | 90,592 | $15K | 0.00% | |
| 11 | IBDTISHARES TR | 612,963 | $15K | 0.00% | |
| 12 | PGPROCTER AND GAMBLE CO | 89,038 | $13K | 0.00% | |
| 13 | VOOVANGUARD INDEX FDS | 31,879 | $13K | 0.00% | |
| 14 | JNJJOHNSON & JOHNSON | 79,960 | $12K | 0.00% | |
| 15 | AMZNAMAZON COM INC | 80,563 | $12K | 0.00% | |
| 16 | VGTVANGUARD WORLD FDS | 24,799 | $12K | 0.00% | |
| 17 | DGROISHARES TR | 204,661 | $11K | 0.00% | |
| 18 | NDQINVESCO QQQ TR | 27,572 | $11K | 0.00% | |
| 19 | HDHOME DEPOT INC | 33,981 | $11K | 0.00% | |
| 20 | JPMJPMORGAN CHASE & CO | 62,951 | $10K | 0.00% | |
| 21 | NVDANVIDIA CORPORATION | 20,642 | $10K | 0.00% | |
| 22 | TSLATESLA INC | 36,910 | $9K | 0.00% | |
| 23 | GOOGALPHABET INC | 64,265 | $9K | 0.00% | |
| 24 | SPHQINVESCO EXCHANGE TRADED FD T | 165,246 | $8K | 0.00% | |
| 25 | IBTEISHARES TR | 339,474 | $8K | 0.00% | |
| 26 | AMGNAMGEN INC | 29,055 | $8K | 0.00% | |
| 27 | DONSPDR DOW JONES INDL AVERAGE | 22,886 | $8K | 0.00% | |
| 28 | ABBVABBVIE INC | 56,657 | $8K | 0.00% | |
| 29 | IBDVISHARES TR | 336,729 | $7K | 0.00% | |
| 30 | VTIVANGUARD INDEX FDS | 33,186 | $7K | 0.00% | |
| 31 | MCDMCDONALDS CORP | 26,193 | $7K | 0.00% | |
| 32 | IBDUISHARES TR | 318,723 | $7K | 0.00% | |
| 33 | IWFISHARES TR | 23,110 | $7K | 0.00% | |
| 34 | KOCOCA COLA CO | 127,658 | $7K | 0.00% | |
| 35 | SOSOUTHERN CO | 92,503 | $6K | 0.00% | |
| 36 | AVGOBROADCOM INC | 5,727 | $6K | 0.00% | |
| 37 | VVISA INC | 23,142 | $6K | 0.00% | |
| 38 | EPDENTERPRISE PRODS PARTNERS L | 247,762 | $6K | 0.00% | |
| 39 | IBDWISHARES TR | 336,036 | $6K | 0.00% | |
| 40 | BRK/BBERKSHIRE HATHAWAY INC DEL | 19,068 | $6K | 0.00% | |
| 41 | VYMVANGUARD WHITEHALL FDS | 49,072 | $5K | 0.00% | |
| 42 | XLKSELECT SECTOR SPDR TR | 26,220 | $5K | 0.00% | |
| 43 | XOMEXXON MOBIL CORP | 53,539 | $5K | 0.00% | |
| 44 | PEPPEPSICO INC | 30,883 | $5K | 0.00% | |
| 45 | WMTWALMART INC | 31,823 | $5K | 0.00% | |
| 46 | CVXCHEVRON CORP NEW | 38,163 | $5K | 0.00% | |
| 47 | MRKMERCK & CO INC | 51,289 | $5K | 0.00% | |
| 48 | 4I1PHILIP MORRIS INTL INC | 44,709 | $4K | 0.00% | |
| 49 | GOOGLALPHABET INC | 34,274 | $4K | 0.00% | |
| 50 | SPYSPDR S&P 500 ETF TR | 10,072 | $4K | 0.00% | |
| 51 | XLVSELECT SECTOR SPDR TR | 35,228 | $4K | 0.00% | |
| 52 | BUFFINNOVATOR ETFS TR | 105,245 | $4K | 0.00% | |
| 53 | VTVVANGUARD INDEX FDS | 30,448 | $4K | 0.00% | |
| 54 | IWRISHARES TR | 57,218 | $4K | 0.00% | |
| 55 | IBMINTERNATIONAL BUSINESS MACHS | 26,426 | $4K | 0.00% | |
| 56 | METAMETA PLATFORMS INC | 8,604 | $3K | 0.00% | |
| 57 | AGGISHARES TR | 32,831 | $3K | 0.00% | |
| 58 | GDGENERAL DYNAMICS CORP | 14,433 | $3K | 0.00% | |
| 59 | PFEPFIZER INC | 127,437 | $3K | 0.00% | |
| 60 | IAUISHARES TR | 118,443 | $3K | 0.00% | |
| 61 | MOALTRIA GROUP INC | 77,267 | $3K | 0.00% | |
| 62 | QCOMQUALCOMM INC | 22,198 | $3K | 0.00% | |
| 63 | KMBKIMBERLY-CLARK CORP | 31,014 | $3K | 0.00% | |
| 64 | ISTBISHARES TR | 79,458 | $3K | 0.00% | |
| 65 | CATCATERPILLAR INC | 10,263 | $3K | 0.00% | |
| 66 | COSTCOSTCO WHSL CORP NEW | 5,606 | $3K | 0.00% | |
| 67 | INTCINTEL CORP | 70,305 | $3K | 0.00% | |
| 68 | AFLAFLAC INC | 38,140 | $3K | 0.00% | |
| 69 | VUGVANGUARD INDEX FDS | 10,030 | $3K | 0.00% | |
| 70 | TXNTEXAS INSTRS INC | 19,699 | $3K | 0.00% | |
| 71 | NEENEXTERA ENERGY INC | 54,545 | $3K | 0.00% | |
| 72 | VHTVANGUARD WORLD FDS | 14,554 | $3K | 0.00% | |
| 73 | UNHUNITEDHEALTH GROUP INC | 6,226 | $3K | 0.00% | |
| 74 | EMREMERSON ELEC CO | 40,756 | $3K | 0.00% | |
| 75 | IBMOISHARES TR | 123,930 | $3K | 0.00% | |
| 76 | MDLZMONDELEZ INTL INC | 31,689 | $2K | 0.00% | |
| 77 | DUKDUKE ENERGY CORP NEW | 21,787 | $2K | 0.00% | |
| 78 | CMCSACOMCAST CORP NEW | 58,063 | $2K | 0.00% | |
| 79 | XLUSELECT SECTOR SPDR TR | 36,219 | $2K | 0.00% | |
| 80 | NOBLPROSHARES TR | 25,950 | $2K | 0.00% | |
| 81 | ITWILLINOIS TOOL WKS INC | 8,648 | $2K | 0.00% | |
| 82 | TMOTHERMO FISHER SCIENTIFIC INC | 4,469 | $2K | 0.00% | |
| 83 | VOEVANGUARD INDEX FDS | 20,498 | $2K | 0.00% | |
| 84 | AXPAMERICAN EXPRESS CO | 14,707 | $2K | 0.00% | |
| 85 | MDTMEDTRONIC PLC | 30,420 | $2K | 0.00% | |
| 86 | GQ9SPDR GOLD TR | 12,066 | $2K | 0.00% | |
| 87 | ABTABBOTT LABS | 25,157 | $2K | 0.00% | |
| 88 | VOVANGUARD INDEX FDS | 10,203 | $2K | 0.00% | |
| 89 | FQIDIGITAL RLTY TR INC | 17,316 | $2K | 0.00% | |
| 90 | CRMSALESFORCE INC | 7,867 | $2K | 0.00% | |
| 91 | IBMQISHARES TR | 81,164 | $2K | 0.00% | |
| 92 | PFFISHARES TR | 88,956 | $2K | 0.00% | |
| 93 | HCAHCA HEALTHCARE INC | 7,476 | $2K | 0.00% | |
| 94 | ORCLORACLE CORP | 22,592 | $2K | 0.00% | |
| 95 | AQLTISHARES TR | 113,139 | $2K | 0.00% | |
| 96 | BMYBRISTOL-MYERS SQUIBB CO | 49,702 | $2K | 0.00% | |
| 97 | IBMPISHARES TR | 109,875 | $2K | 0.00% | |
| 98 | WRBBERKLEY W R CORP | 31,905 | $2K | 0.00% | |
| 99 | XLFISELECT SECTOR SPDR TR | 34,394 | $2K | 0.00% | |
| 100 | IWBISHARES TR | 10,243 | $2K | 0.00% |
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