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)

#StockSharesValue% PortfolioType
101
BACVERIZON COMMUNICATIONS INC
77,890$2K0.00%
102
ADPAUTOMATIC DATA PROCESSING IN
10,211$2K0.00%
103
RTXRTX CORPORATION
24,652$2K0.00%
104
DNPDNP SELECT INCOME FD INC
281,263$2K0.00%
105
CSCOCISCO SYS INC
40,252$2K0.00%
106
DEODIAGEO PLC
13,741$2K0.00%
107
GISGENERAL MLS INC
38,973$2K0.00%
108
IWMISHARES TR
10,868$2K0.00%
109
LOWLOWES COS INC
13,434$2K0.00%
110
KMIKINDER MORGAN INC DEL
134,740$2K0.00%
111
BACBANK AMERICA CORP
60,732$2K0.00%
112
BLKCHFBLACKROCK INC
1,272$1K0.00%
113
IWDISHARES TR
8,002$1K0.00%
114
SYKSTRYKER CORPORATION
4,489$1K0.00%
115
WMWASTE MGMT INC DEL
8,719$1K0.00%
116
PGRPROGRESSIVE CORP
9,348$1K0.00%
117
ZBHZIMMER BIOMET HOLDINGS INC
9,246$1K0.00%
118
WCNWASTE CONNECTIONS INC
8,477$1K0.00%
119
BXBLACKSTONE INC
7,846$1K0.00%
120
EFXEQUIFAX INC
6,166$1K0.00%
121
DISDISNEY WALT CO
13,660$1K0.00%
122
LMTLOCKHEED MARTIN CORP
3,793$1K0.00%
123
PNCPNC FINL SVCS GROUP INC
7,803$1K0.00%
124
PPLPPL CORP
37,037$1K0.00%
125
IVVISHARES TR
3,488$1K0.00%
126
HONHONEYWELL INTL INC
7,616$1K0.00%
127
FHIFEDERATED HERMES INC
38,953$1K0.00%
128
BUFRFIRST TR EXCHNG TRADED FD VI
66,009$1K0.00%
129
INTUINTUIT
3,102$1K0.00%
130
AZNASTRAZENECA PLC
21,863$1K0.00%
131
IBMRISHARES TR
66,049$1K0.00%
132
KHCKRAFT HEINZ CO
39,755$1K0.00%
133
WMBWILLIAMS COS INC
49,885$1K0.00%
134
VBVANGUARD INDEX FDS
5,637$1K0.00%
135
AONAON PLC
3,453$1K0.00%
136
IJRISHARES TR
10,587$1K0.00%
137
ZTSZOETIS INC
8,392$1K0.00%
138
IAU*ISHARES GOLD TR
28,296$1K0.00%
139
FITBFIFTH THIRD BANCORP
41,292$1K0.00%
140
UNPUNION PAC CORP
4,575$1K0.00%
141
REGNREGENERON PHARMACEUTICALS
2,192$1K0.00%
142
PAYXPAYCHEX INC
10,561$1K0.00%
143
BRK-BBERKSHIRE HATHAWAY INC DEL
2$1K0.00%
144
USMVISHARES TR
13,460$1K0.00%
145
CMECME GROUP INC
5,665$1K0.00%
146
VRTXVERTEX PHARMACEUTICALS INC
3,213$1K0.00%
147
NSCNORFOLK SOUTHN CORP
6,781$1K0.00%
148
GPNGLOBAL PMTS INC
11,054$1K0.00%
149
HDVISHARES TR
9,870$1K0.00%
150
DEDEERE & CO
3,907$1K0.00%
151
AQLTISHARES TR
23,712$1K0.00%
152
LRCXEURLAM RESEARCH CORP
1,879$1K0.00%
153
AEPAMERICAN ELEC PWR CO INC
21,374$1K0.00%
154
ROKROCKWELL AUTOMATION INC
6,270$1K0.00%
155
EXREXTRA SPACE STORAGE INC
6,758$1K0.00%
156
CPCANADIAN PACIFIC KANSAS CITY
15,774$1K0.00%
157
EQIXEQUINIX INC
1,780$1K0.00%
158
DOWDOW INC
4,852$00.00%
159
VWOVANGUARD INTL EQUITY INDEX F
18,516$00.00%
160
FSSFEDERAL SIGNAL CORP
7,140$00.00%
161
TTENTOTALENERGIES SE
3,844$00.00%
162
VCLTVANGUARD SCOTTSDALE FDS
5,195$00.00%
163
CBCHUBB LIMITED
1,728$00.00%
164
WYWEYERHAEUSER CO MTN BE
12,723$00.00%
165
SYU1SYNOVUS FINL CORP
7,866$00.00%
166
LIESUN LIFE FINANCIAL INC.
6,982$00.00%
167
TAT&T INC
20,264$00.00%
168
BSEPINNOVATOR ETFS TR
6,096$00.00%
169
8CWCROWN CASTLE INC
8,497$00.00%
170
CWCURTISS WRIGHT CORP
989$00.00%
171
WECWEC ENERGY GROUP INC
4,259$00.00%
172
SUSAISHARES TR
5,850$00.00%
173
EFAISHARES TR
5,788$00.00%
174
PRKPARK NATL CORP
5,393$00.00%
175
TSMTAIWAN SEMICONDUCTOR MFG LTD
4,172$00.00%
176
STZCONSTELLATION BRANDS INC
947$00.00%
177
USBUS BANCORP DEL
12,592$00.00%
178
SCHWSCHWAB CHARLES CORP
4,750$00.00%
179
FDLFIRST TR MORNINGSTAR DIVID L
18,836$00.00%
180
TRVTRAVELERS COMPANIES INC
2,747$00.00%
181
IGMISHARES TR
1,108$00.00%
182
AMDADVANCED MICRO DEVICES INC
6,564$00.00%
183
UPSUNITED PARCEL SERVICE INC
4,615$00.00%
184
UTGREAVES UTIL INCOME FD
18,622$00.00%
185
NFLXNETFLIX INC
1,668$00.00%
186
BCCBOISE CASCADE CO DEL
2,444$00.00%
187
POCTINNOVATOR ETFS TR
21,892$00.00%
188
BIIBBIOGEN INC
1,188$00.00%
189
DYHTARGET CORP
4,736$00.00%
190
PHYS/USPROTT PHYSICAL GOLD TR
15,959$00.00%
191
USLMUNITED STS LIME & MINERALS I
1,525$00.00%
192
IWSISHARES TR
7,181$00.00%
193
MUMICRON TECHNOLOGY INC
2,680$00.00%
194
NXPINXP SEMICONDUCTORS N V
3,469$00.00%
195
DDOMINION ENERGY INC
5,775$00.00%
196
XLCSELECT SECTOR SPDR TR
4,216$00.00%
197
MLPAGLOBAL X FDS
5,200$00.00%
198
NVONOVO-NORDISK A S
2,313$00.00%
199
BNDVANGUARD BD INDEX FDS
7,304$00.00%
200
NOWSERVICENOW INC
922$00.00%
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