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
201
HUMHUMANA INC
1,002$00.00%
202
CSXCSX CORP
23,368$00.00%
203
YUMYUM BRANDS INC
2,251$00.00%
204
MTBM & T BK CORP
1,495$00.00%
205
VXUSVANGUARD STAR FDS
5,459$00.00%
206
IXNISHARES TR
4,500$00.00%
207
IJHISHARES TR
1,765$00.00%
208
IVWISHARES TR
11,506$00.00%
209
VBKVANGUARD INDEX FDS
1,193$00.00%
210
BSVVANGUARD BD INDEX FDS
2,626$00.00%
211
SUSBISHARES TR
11,933$00.00%
212
AZOAUTOZONE INC
148$00.00%
213
EVRGEVERGY INC
4,427$00.00%
214
SUSCISHARES TR
17,995$00.00%
215
SLVISHARES SILVER TR
16,855$00.00%
216
VCSHVANGUARD SCOTTSDALE FDS
5,962$00.00%
217
CARRCARRIER GLOBAL CORPORATION
9,032$00.00%
218
IEMGISHARES INC
18,049$00.00%
219
AMATAPPLIED MATLS INC
4,217$00.00%
220
TSCOTRACTOR SUPPLY CO
4,221$00.00%
221
VEAVANGUARD TAX-MANAGED FDS
6,413$00.00%
222
MCXMCCORMICK & CO INC
3,461$00.00%
223
CITHE CIGNA GROUP
1,559$00.00%
224
CVSCVS HEALTH CORP
3,619$00.00%
225
KLACKLA CORP
1,133$00.00%
226
OTISOTIS WORLDWIDE CORP
3,991$00.00%
227
BFLYBUTTERFLY NETWORK INC
12,500$00.00%
228
ULUNILEVER PLC
8,519$00.00%
229
AMTAMERICAN TOWER CORP NEW
1,698$00.00%
230
IGSBISHARES TR
6,639$00.00%
231
SLBSCHLUMBERGER LTD
8,449$00.00%
232
TDTORONTO DOMINION BK ONT
3,820$00.00%
233
BAXBAXTER INTL INC
11,997$00.00%
234
XLFSELECT SECTOR SPDR TR
7,689$00.00%
235
MUBISHARES TR
8,378$00.00%
236
NAPRINNOVATOR ETFS TR
6,156$00.00%
237
VDCVANGUARD WORLD FDS
1,998$00.00%
238
UAUGINNOVATOR ETFS TR
8,546$00.00%
239
MMM3M CO
7,649$00.00%
240
CPRTCOPART INC
4,936$00.00%
241
MRVLMARVELL TECHNOLOGY INC
12,682$00.00%
242
EWEDWARDS LIFESCIENCES CORP
4,136$00.00%
243
7HPHP INC
7,036$00.00%
244
ASMLASML HOLDING N V
544$00.00%
245
APDAIR PRODS & CHEMS INC
3,128$00.00%
246
PSEPINNOVATOR ETFS TR
9,020$00.00%
247
ISRGINTUITIVE SURGICAL INC
2,916$00.00%
248
ELVELEVANCE HEALTH INC
1,204$00.00%
249
NVSNNOVARTIS AG
3,661$00.00%
250
XNEAXNUVEEN AMT FREE QLTY MUN INC
11,734$00.00%
251
VNQVANGUARD INDEX FDS
5,951$00.00%
252
IHIISHARES TR
7,095$00.00%
253
AWCAMERICAN WTR WKS CO INC NEW
1,797$00.00%
254
FFORD MTR CO DEL
31,231$00.00%
255
ALBALBEMARLE CORP
1,954$00.00%
256
IHEISHARES TR
2,726$00.00%
257
AQLTISHARES TR
27,702$00.00%
258
MPCMARATHON PETE CORP
1,506$00.00%
259
COPCONOCOPHILLIPS
3,571$00.00%
260
PEGPUBLIC SVC ENTERPRISE GRP IN
14,194$00.00%
261
WELLWELLTOWER INC
2,376$00.00%
262
DDOGDATADOG INC
2,330$00.00%
263
GSGOLDMAN SACHS GROUP INC
1,119$00.00%
264
CRWDCROWDSTRIKE HLDGS INC
994$00.00%
265
VTWOVANGUARD SCOTTSDALE FDS
2,915$00.00%
266
BKBANK NEW YORK MELLON CORP
4,027$00.00%
267
OREALTY INCOME CORP
4,098$00.00%
268
XLESELECT SECTOR SPDR TR
7,426$00.00%
269
ENBENBRIDGE INC
7,380$00.00%
270
PWVINVESCO EXCHANGE TRADED FD T
4,938$00.00%
271
TDVPROSHARES TR
7,268$00.00%
272
SCCOSOUTHERN COPPER CORP
2,525$00.00%
273
TJXTJX COS INC NEW
8,706$00.00%
274
COFCAPITAL ONE FINL CORP
1,927$00.00%
275
SMHVANECK ETF TRUST
3,538$00.00%
276
BMTABRITISH AMERN TOB PLC
10,041$00.00%
277
RIORIO TINTO PLC
3,721$00.00%
278
IBBISHARES TR
6,571$00.00%
279
CLCOLGATE PALMOLIVE CO
8,164$00.00%
280
VEUVANGUARD INTL EQUITY INDEX F
16,728$00.00%
281
PXDEURPIONEER NAT RES CO
4,294$00.00%
282
SJMSMUCKER J M CO
5,281$00.00%
283
CDNSCADENCE DESIGN SYSTEM INC
1,007$00.00%
284
VCRVANGUARD WORLD FDS
3,061$00.00%
285
XAWFXALLIANCEBERNSTEIN GLOBAL HIG
16,000$00.00%
286
SCHESCHWAB STRATEGIC TR
8,218$00.00%
287
IVOOVANGUARD ADMIRAL FDS INC
6,546$00.00%
288
EAGGISHARES TR
10,260$00.00%
289
GPROGOPRO INC
30,000$00.00%
290
GPCGENUINE PARTS CO
3,335$00.00%
291
DFUVDIMENSIONAL ETF TRUST
17,170$00.00%
292
WSOWATSCO INC
934$00.00%
293
DHRDANAHER CORPORATION
1,609$00.00%
294
DFUSDIMENSIONAL ETF TRUST
9,462$00.00%
295
JAZZJAZZ PHARMACEUTICALS PLC
4,420$00.00%
296
XELXCEL ENERGY INC
4,788$00.00%
297
FSPFRANKLIN STR PPTYS CORP
44,726$00.00%
298
ESLTELBIT SYS LTD
1,075$00.00%
299
SBUXSTARBUCKS CORP
2,180$00.00%
300
OKEONEOK INC NEW
6,997$00.00%
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