Sound View Wealth Advisors Group, LLC Q4 2024 Filing
Filed February 7, 2025
Portfolio Value
$1.2T
Holdings
415
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (415 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 308,929 | $77.4B | 6.23% | |
| 2 | IBDQISHARES TR | 2,024,550 | $50.7B | 4.08% | |
| 3 | MSFTMICROSOFT CORP | 90,318 | $38.1B | 3.07% | |
| 4 | IBDRISHARES TR | 1,307,356 | $31.5B | 2.53% | |
| 5 | NVDANVIDIA CORPORATION | 228,235 | $30.6B | 2.47% | |
| 6 | IBDSISHARES TR | 1,043,419 | $25.0B | 2.01% | |
| 7 | BUFRFIRST TR EXCHNG TRADED FD VI | 797,312 | $24.3B | 1.96% | |
| 8 | LLYELI LILLY & CO | 29,417 | $22.7B | 1.83% | |
| 9 | SCHXSCHWAB STRATEGIC TR | 976,078 | $22.6B | 1.82% | |
| 10 | VTIVANGUARD INDEX FDS | 75,398 | $21.9B | 1.76% | |
| 11 | IBDTISHARES TR | 863,127 | $21.5B | 1.73% | |
| 12 | VOOVANGUARD INDEX FDS | 39,666 | $21.4B | 1.72% | |
| 13 | AMZNAMAZON COM INC | 86,535 | $19.0B | 1.53% | |
| 14 | VIGVANGUARD SPECIALIZED FUNDS | 93,046 | $18.2B | 1.47% | |
| 15 | TSLATESLA INC | 44,481 | $18.0B | 1.45% | |
| 16 | SCHDSCHWAB STRATEGIC TR | 632,566 | $17.3B | 1.39% | |
| 17 | VGTVANGUARD WORLD FD | 27,188 | $16.9B | 1.36% | |
| 18 | IBDUISHARES TR | 716,958 | $16.3B | 1.32% | |
| 19 | NDQINVESCO QQQ TR | 30,919 | $15.8B | 1.27% | |
| 20 | PGPROCTER AND GAMBLE CO | 90,502 | $15.2B | 1.22% | |
| 21 | JPMJPMORGAN CHASE & CO. | 62,640 | $15.0B | 1.21% | |
| 22 | IBDVISHARES TR | 687,539 | $14.7B | 1.18% | |
| 23 | SPHQINVESCO EXCHANGE TRADED FD T | 213,558 | $14.3B | 1.15% | |
| 24 | IBDWISHARES TR | 696,080 | $14.2B | 1.14% | |
| 25 | HDHOME DEPOT INC | 35,467 | $13.8B | 1.11% | |
| 26 | GOOGALPHABET INC | 65,406 | $12.5B | 1.00% | |
| 27 | AVGOBROADCOM INC | 52,588 | $12.2B | 0.98% | |
| 28 | JNJJOHNSON & JOHNSON | 82,711 | $12.0B | 0.96% | |
| 29 | DONSPDR DOW JONES INDL AVERAGE | 25,060 | $10.7B | 0.86% | |
| 30 | DGROISHARES TR | 172,195 | $10.6B | 0.85% | |
| 31 | SPYSPDR S&P 500 ETF TR | 17,851 | $10.5B | 0.84% | |
| 32 | ABBVABBVIE INC | 58,812 | $10.5B | 0.84% | |
| 33 | WMTWALMART INC | 102,556 | $9.3B | 0.75% | |
| 34 | XLKSELECT SECTOR SPDR TR | 39,733 | $9.2B | 0.74% | |
| 35 | IWFISHARES TR | 22,213 | $8.9B | 0.72% | |
| 36 | BRK/BBERKSHIRE HATHAWAY INC DEL | 19,082 | $8.6B | 0.70% | |
| 37 | VYMVANGUARD WHITEHALL FDS | 65,492 | $8.4B | 0.67% | |
| 38 | GOOGLALPHABET INC | 42,710 | $8.1B | 0.65% | |
| 39 | EPDENTERPRISE PRODS PARTNERS L | 252,162 | $7.9B | 0.64% | |
| 40 | SOSOUTHERN CO | 94,033 | $7.7B | 0.62% | |
| 41 | AMGNAMGEN INC | 29,523 | $7.7B | 0.62% | |
| 42 | KOCOCA COLA CO | 120,395 | $7.5B | 0.60% | |
| 43 | XOMEXXON MOBIL CORP | 69,575 | $7.5B | 0.60% | |
| 44 | IBDXISHARES TR | 299,033 | $7.4B | 0.59% | |
| 45 | MCDMCDONALDS CORP | 24,230 | $7.0B | 0.57% | |
| 46 | IBMINTERNATIONAL BUSINESS MACHS | 31,849 | $7.0B | 0.56% | |
| 47 | AQLTISHARES TR | 296,858 | $6.9B | 0.56% | |
| 48 | VVISA INC | 21,039 | $6.6B | 0.54% | |
| 49 | XLVSELECT SECTOR SPDR TR | 48,095 | $6.6B | 0.53% | |
| 50 | BNDVANGUARD BD INDEX FDS | 90,335 | $6.5B | 0.52% | |
| 51 | METAMETA PLATFORMS INC | 10,314 | $6.0B | 0.49% | |
| 52 | CVXCHEVRON CORP NEW | 38,969 | $5.6B | 0.45% | |
| 53 | IWRISHARES TR | 63,499 | $5.6B | 0.45% | |
| 54 | COSTCOSTCO WHSL CORP NEW | 5,987 | $5.5B | 0.44% | |
| 55 | 4I1PHILIP MORRIS INTL INC | 44,150 | $5.3B | 0.43% | |
| 56 | AFLAFLAC INC | 50,712 | $5.2B | 0.42% | |
| 57 | MRKMERCK & CO INC | 51,990 | $5.2B | 0.42% | |
| 58 | EMREMERSON ELEC CO | 40,926 | $5.1B | 0.41% | |
| 59 | PEPPEPSICO INC | 33,033 | $5.0B | 0.40% | |
| 60 | XLUSELECT SECTOR SPDR TR | 66,240 | $5.0B | 0.40% | |
| 61 | VTVVANGUARD INDEX FDS | 29,400 | $5.0B | 0.40% | |
| 62 | XLFISELECT SECTOR SPDR TR | 56,925 | $4.5B | 0.36% | |
| 63 | IWBISHARES TR | 13,717 | $4.4B | 0.36% | |
| 64 | CATCATERPILLAR INC | 11,927 | $4.3B | 0.35% | |
| 65 | VUGVANGUARD INDEX FDS | 10,304 | $4.2B | 0.34% | |
| 66 | RTXRTX CORPORATION | 36,329 | $4.2B | 0.34% | |
| 67 | KMBKIMBERLY-CLARK CORP | 30,589 | $4.0B | 0.32% | |
| 68 | MOALTRIA GROUP INC | 74,058 | $3.9B | 0.31% | |
| 69 | VHTVANGUARD WORLD FD | 15,226 | $3.9B | 0.31% | |
| 70 | AGGISHARES TR | 39,347 | $3.8B | 0.31% | |
| 71 | ORCLORACLE CORP | 22,690 | $3.8B | 0.30% | |
| 72 | FITBFIFTH THIRD BANCORP | 87,695 | $3.7B | 0.30% | |
| 73 | QCOMQUALCOMM INC | 23,876 | $3.7B | 0.30% | |
| 74 | IBMOISHARES TR | 140,526 | $3.6B | 0.29% | |
| 75 | IAUISHARES TR | 133,828 | $3.6B | 0.29% | |
| 76 | GQ9SPDR GOLD TR | 14,685 | $3.6B | 0.29% | |
| 77 | WMBWILLIAMS COS INC | 65,540 | $3.5B | 0.29% | |
| 78 | LOWLOWES COS INC | 14,251 | $3.5B | 0.28% | |
| 79 | AXPAMERICAN EXPRESS CO | 11,742 | $3.5B | 0.28% | |
| 80 | GDGENERAL DYNAMICS CORP | 13,224 | $3.5B | 0.28% | |
| 81 | KMIKINDER MORGAN INC DEL | 124,716 | $3.4B | 0.28% | |
| 82 | NEENEXTERA ENERGY INC | 47,086 | $3.4B | 0.27% | |
| 83 | BMYBRISTOL-MYERS SQUIBB CO | 57,844 | $3.3B | 0.26% | |
| 84 | IVVISHARES TR | 5,463 | $3.2B | 0.26% | |
| 85 | ABTABBOTT LABS | 28,289 | $3.2B | 0.26% | |
| 86 | BACBANK AMERICA CORP | 71,130 | $3.1B | 0.25% | |
| 87 | ADPAUTOMATIC DATA PROCESSING IN | 10,664 | $3.1B | 0.25% | |
| 88 | BYRNBYRNA TECHNOLOGIES INC | 106,735 | $3.1B | 0.25% | |
| 89 | PGRPROGRESSIVE CORP | 12,820 | $3.1B | 0.25% | |
| 90 | IWMISHARES TR | 13,873 | $3.1B | 0.25% | |
| 91 | PFEPFIZER INC | 114,505 | $3.0B | 0.24% | |
| 92 | FQIDIGITAL RLTY TR INC | 16,342 | $2.9B | 0.23% | |
| 93 | SYKSTRYKER CORPORATION | 8,026 | $2.9B | 0.23% | |
| 94 | TXNTEXAS INSTRS INC | 15,284 | $2.9B | 0.23% | |
| 95 | WRBBERKLEY W R CORP | 47,901 | $2.8B | 0.23% | |
| 96 | VOEVANGUARD INDEX FDS | 16,939 | $2.7B | 0.22% | |
| 97 | IBMPISHARES TR | 108,224 | $2.7B | 0.22% | |
| 98 | AZNASTRAZENECA PLC | 40,571 | $2.7B | 0.21% | |
| 99 | CSCOCISCO SYS INC | 44,862 | $2.7B | 0.21% | |
| 100 | EDCONSOLIDATED EDISON INC | 29,350 | $2.6B | 0.21% |
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