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 |
|---|---|---|---|---|---|
| 201 | SMHVANECK ETF TRUST | 3,465 | $839.1M | 0.07% | |
| 202 | FDLFIRST TR MORNINGSTAR DIVID L | 20,779 | $836.6M | 0.07% | |
| 203 | GSGOLDMAN SACHS GROUP INC | 1,457 | $834.4M | 0.07% | |
| 204 | CLCOLGATE PALMOLIVE CO | 9,045 | $822.3M | 0.07% | |
| 205 | SHYISHARES TR | 10,000 | $819.8M | 0.07% | |
| 206 | MUBISHARES TR | 7,659 | $816.1M | 0.07% | |
| 207 | INTCINTEL CORP | 40,621 | $814.4M | 0.07% | |
| 208 | MCOMOODYS CORP | 1,717 | $812.8M | 0.07% | |
| 209 | MMM3M CO | 6,285 | $811.3M | 0.07% | |
| 210 | CARRCARRIER GLOBAL CORPORATION | 11,583 | $790.7M | 0.06% | |
| 211 | CSXCSX CORP | 23,352 | $753.6M | 0.06% | |
| 212 | FHIFEDERATED HERMES INC | 18,241 | $749.9M | 0.06% | |
| 213 | KLACKLA CORP | 1,187 | $748.0M | 0.06% | |
| 214 | WECWEC ENERGY GROUP INC | 7,888 | $741.8M | 0.06% | |
| 215 | IJRISHARES TR | 6,430 | $740.8M | 0.06% | |
| 216 | IVOOVANGUARD ADMIRAL FDS INC | 6,997 | $738.2M | 0.06% | |
| 217 | AONAON PLC | 2,047 | $735.2M | 0.06% | |
| 218 | USLMUNITED STS LIME & MINERALS I | 5,525 | $733.4M | 0.06% | |
| 219 | AMATAPPLIED MATLS INC | 4,450 | $723.7M | 0.06% | |
| 220 | DWDMORGAN STANLEY | 5,689 | $715.2M | 0.06% | |
| 221 | DFUVDIMENSIONAL ETF TRUST | 17,170 | $702.6M | 0.06% | |
| 222 | TRVTRAVELERS COMPANIES INC | 2,900 | $698.6M | 0.06% | |
| 223 | COPCONOCOPHILLIPS | 6,961 | $690.3M | 0.06% | |
| 224 | POCTINNOVATOR ETFS TRUST | 17,373 | $687.4M | 0.06% | |
| 225 | HSYHERSHEY CO | 4,039 | $684.0M | 0.06% | |
| 226 | IGMISHARES TR | 6,699 | $683.9M | 0.06% | |
| 227 | IWOISHARES TR | 2,374 | $683.3M | 0.06% | |
| 228 | NBIXNEUROCRINE BIOSCIENCES INC | 4,936 | $673.8M | 0.05% | |
| 229 | VEAVANGUARD TAX-MANAGED FDS | 13,954 | $667.3M | 0.05% | |
| 230 | FSSFEDERAL SIGNAL CORP | 7,140 | $659.7M | 0.05% | |
| 231 | DYHTARGET CORP | 4,701 | $635.5M | 0.05% | |
| 232 | IEMGISHARES INC | 12,144 | $634.2M | 0.05% | |
| 233 | FTECFIDELITY COVINGTON TRUST | 3,372 | $623.4M | 0.05% | |
| 234 | GEGE AEROSPACE | 3,732 | $622.4M | 0.05% | |
| 235 | VOOGVANGUARD ADMIRAL FDS INC | 1,677 | $613.9M | 0.05% | |
| 236 | PPLPPL CORP | 18,647 | $605.3M | 0.05% | |
| 237 | DFUSDIMENSIONAL ETF TRUST | 9,462 | $603.2M | 0.05% | |
| 238 | EFAISHARES TR | 7,921 | $598.9M | 0.05% | |
| 239 | UPSUNITED PARCEL SERVICE INC | 4,735 | $597.0M | 0.05% | |
| 240 | TAT&T INC | 26,199 | $596.5M | 0.05% | |
| 241 | XLESELECT SECTOR SPDR TR | 6,885 | $589.8M | 0.05% | |
| 242 | MOATVANECK ETF TRUST | 6,259 | $580.3M | 0.05% | |
| 243 | IBITISHARES BITCOIN TRUST ETF | 10,738 | $569.6M | 0.05% | |
| 244 | CRWDCROWDSTRIKE HLDGS INC | 1,662 | $568.7M | 0.05% | |
| 245 | USBUS BANCORP DEL | 11,855 | $567.0M | 0.05% | |
| 246 | ACNACCENTURE PLC IRELAND | 1,610 | $566.4M | 0.05% | |
| 247 | ROKROCKWELL AUTOMATION INC | 1,980 | $565.9M | 0.05% | |
| 248 | CMECME GROUP INC | 2,432 | $564.7M | 0.05% | |
| 249 | MARMARRIOTT INTL INC NEW | 1,986 | $554.0M | 0.04% | |
| 250 | IWNISHARES TR | 3,349 | $549.8M | 0.04% | |
| 251 | IJHISHARES TR | 8,776 | $546.9M | 0.04% | |
| 252 | TRVCCITIGROUP INC | 7,662 | $539.3M | 0.04% | |
| 253 | TDVPROSHARES TR | 7,138 | $538.6M | 0.04% | |
| 254 | LIESUN LIFE FINANCIAL INC. | 8,891 | $527.6M | 0.04% | |
| 255 | IBMSISHARES TR | 20,645 | $523.7M | 0.04% | |
| 256 | BGRNISHARES TR | 11,209 | $522.6M | 0.04% | |
| 257 | ITCIEURINTRA-CELLULAR THERAPIES INC | 6,248 | $521.8M | 0.04% | |
| 258 | CBCHUBB LIMITED | 1,876 | $518.4M | 0.04% | |
| 259 | WFCWELLS FARGO CO NEW | 7,248 | $509.1M | 0.04% | |
| 260 | UTGREAVES UTIL INCOME FD | 15,989 | $506.7M | 0.04% | |
| 261 | SRPTSAREPTA THERAPEUTICS INC | 4,092 | $497.5M | 0.04% | |
| 262 | USXFISHARES TR | 9,989 | $496.7M | 0.04% | |
| 263 | TSCOTRACTOR SUPPLY CO | 9,359 | $496.6M | 0.04% | |
| 264 | DRIDARDEN RESTAURANTS INC | 2,641 | $493.0M | 0.04% | |
| 265 | SJMSMUCKER J M CO | 4,469 | $492.2M | 0.04% | |
| 266 | AZOAUTOZONE INC | 152 | $486.7M | 0.04% | |
| 267 | XLFSELECT SECTOR SPDR TR | 9,829 | $475.0M | 0.04% | |
| 268 | SUSAISHARES TR | 3,884 | $472.2M | 0.04% | |
| 269 | ASMLASML HOLDING N V | 662 | $458.8M | 0.04% | |
| 270 | XLCSELECT SECTOR SPDR TR | 4,717 | $456.7M | 0.04% | |
| 271 | METMETLIFE INC | 5,566 | $455.7M | 0.04% | |
| 272 | WELLWELLTOWER INC | 3,571 | $450.1M | 0.04% | |
| 273 | PAPRINNOVATOR ETFS TRUST | 12,079 | $443.3M | 0.04% | |
| 274 | IHIISHARES TR | 7,516 | $438.5M | 0.04% | |
| 275 | CDNSCADENCE DESIGN SYSTEM INC | 1,458 | $438.1M | 0.04% | |
| 276 | PSEPINNOVATOR ETFS TRUST | 11,205 | $438.0M | 0.04% | |
| 277 | EAGGISHARES TR | 9,375 | $435.4M | 0.04% | |
| 278 | FNFFIDELITY NATIONAL FINANCIAL | 7,754 | $435.3M | 0.04% | |
| 279 | SLBSCHLUMBERGER LTD | 11,211 | $429.8M | 0.03% | |
| 280 | ESGUISHARES TR | 3,336 | $429.8M | 0.03% | |
| 281 | SYYSYSCO CORP | 5,613 | $429.2M | 0.03% | |
| 282 | WSOWATSCO INC | 898 | $425.6M | 0.03% | |
| 283 | LNCLINCOLN NATL CORP IND | 13,364 | $423.8M | 0.03% | |
| 284 | FIXCOMFORT SYS USA INC | 994 | $421.5M | 0.03% | |
| 285 | SYU1SYNOVUS FINL CORP | 7,941 | $406.8M | 0.03% | |
| 286 | NKENIKE INC | 5,366 | $406.0M | 0.03% | |
| 287 | ULUNILEVER PLC | 7,073 | $401.0M | 0.03% | |
| 288 | ICEINTERCONTINENTAL EXCHANGE IN | 2,685 | $400.1M | 0.03% | |
| 289 | FAIFIRST TR EXCHANGE-TRADED FD | 6,762 | $399.4M | 0.03% | |
| 290 | DHRDANAHER CORPORATION | 1,739 | $399.2M | 0.03% | |
| 291 | CITHE CIGNA GROUP | 1,443 | $398.5M | 0.03% | |
| 292 | FDXFEDEX CORP | 1,407 | $395.9M | 0.03% | |
| 293 | EVRGEVERGY INC | 6,372 | $392.2M | 0.03% | |
| 294 | DSIISHARES TR | 3,541 | $390.4M | 0.03% | |
| 295 | GPCGENUINE PARTS CO | 3,343 | $390.3M | 0.03% | |
| 296 | RSGREPUBLIC SVCS INC | 1,937 | $389.7M | 0.03% | |
| 297 | NUBDNUSHARES ETF TR | 17,889 | $389.6M | 0.03% | |
| 298 | VCLTVANGUARD SCOTTSDALE FDS | 5,195 | $388.5M | 0.03% | |
| 299 | ITOTISHARES TR | 3,016 | $387.9M | 0.03% | |
| 300 | OTISOTIS WORLDWIDE CORP | 4,123 | $381.9M | 0.03% |