Sound View Wealth Advisors Group
Latest statistics and disclosures from Sound View Wealth Advisors Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, IBDR, IBDQ, IBDP, and represent 16.34% of Sound View Wealth Advisors Group's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$7.4M), IBDU (+$7.4M), IBDV (+$7.3M), IBDW (+$7.0M), IBMQ, BUFR, IBMN, IBMM, IBMR, IBMP.
- Started 33 new stock positions in EVRG, SCCO, IBDU, IBMR, WELL, ANSS, MU, BSV, BUFR, CALF.
- Reduced shares in these 10 stocks: Ishares Tr ibnd dec23 etf (-$14M), IBDR, IBDQ, IBDP, IBDS, VWO, Ishares Tr Ibonds Dec2023 etf, TLT, GD, GSLC.
- Sold out of its positions in ACR, GSLC, XBJA, TIP, TLT, MTUM, Ishares Tr ibnd dec23 etf, Ishares Tr Ibonds Dec2023 etf, Ishares Ibonds Dec 2023 Term T, CXE. SDY, PFIX, VXF.
- Sound View Wealth Advisors Group was a net buyer of stock by $37M.
- Sound View Wealth Advisors Group has $907M in assets under management (AUM), dropping by 12.76%.
- Central Index Key (CIK): 0001784777
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Portfolio Holdings for Sound View Wealth Advisors Group
Sound View Wealth Advisors Group holds 385 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.0 | $54M | +15% | 281k | 192.53 |
|
| Microsoft Corporation (MSFT) | 3.5 | $32M | 85k | 376.04 |
|
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 2.4 | $22M | -10% | 899k | 23.90 |
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 2.3 | $21M | -7% | 840k | 24.76 |
|
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 2.2 | $20M | -6% | 807k | 24.91 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 2.0 | $19M | +4% | 327k | 56.40 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 2.0 | $18M | -5% | 746k | 23.93 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.8 | $17M | +4% | 217k | 76.13 |
|
| Eli Lilly & Co. (LLY) | 1.7 | $16M | -2% | 27k | 582.91 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.7 | $15M | +5% | 91k | 170.40 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 1.7 | $15M | 613k | 25.09 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.5 | $14M | +8% | 32k | 436.80 |
|
| Procter & Gamble Company (PG) | 1.4 | $13M | 89k | 146.54 |
|
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| Johnson & Johnson (JNJ) | 1.4 | $13M | 80k | 156.74 |
|
|
| Amazon (AMZN) | 1.4 | $12M | -3% | 81k | 151.94 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 1.3 | $12M | +15% | 25k | 484.00 |
|
| Home Depot (HD) | 1.3 | $12M | +2% | 34k | 346.55 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $11M | +5% | 28k | 409.53 |
|
| Ishares Tr Core Div Grwth (DGRO) | 1.2 | $11M | +2% | 205k | 53.82 |
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $11M | 63k | 170.10 |
|
|
| NVIDIA Corporation (NVDA) | 1.1 | $10M | +5% | 21k | 495.21 |
|
| Tesla Motors (TSLA) | 1.0 | $9.2M | 37k | 248.48 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $9.1M | 64k | 140.93 |
|
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 1.0 | $8.9M | +4% | 165k | 54.08 |
|
| Abbvie (ABBV) | 1.0 | $8.8M | 57k | 154.97 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 1.0 | $8.6M | +6% | 23k | 376.88 |
|
| Amgen (AMGN) | 0.9 | $8.4M | -2% | 29k | 288.02 |
|
| Ishares Tr Ibonds 24 Trm Ts (IBTE) | 0.9 | $8.1M | +19% | 340k | 23.86 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $7.9M | +14% | 33k | 237.22 |
|
| McDonald's Corporation (MCD) | 0.9 | $7.8M | 26k | 296.51 |
|
|
| Coca-Cola Company (KO) | 0.8 | $7.5M | 128k | 58.93 |
|
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.8 | $7.4M | NEW | 319k | 23.07 |
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.8 | $7.3M | NEW | 337k | 21.64 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.8 | $7.0M | -2% | 23k | 303.17 |
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.8 | $7.0M | NEW | 336k | 20.77 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $6.8M | 19k | 356.66 |
|
|
| Enterprise Products Partners (EPD) | 0.7 | $6.5M | 248k | 26.35 |
|
|
| Southern Company (SO) | 0.7 | $6.5M | 93k | 70.12 |
|
|
| Broadcom (AVGO) | 0.7 | $6.4M | -3% | 5.7k | 1116.29 |
|
| Visa Com Cl A (V) | 0.7 | $6.0M | 23k | 260.35 |
|
|
| Chevron Corporation (CVX) | 0.6 | $5.7M | +2% | 38k | 149.16 |
|
| Merck & Co (MRK) | 0.6 | $5.6M | 51k | 109.02 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $5.5M | +19% | 49k | 111.63 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $5.4M | 54k | 99.98 |
|
|
| Pepsi (PEP) | 0.6 | $5.2M | -5% | 31k | 169.84 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.6 | $5.0M | +4% | 26k | 192.48 |
|
| Wal-Mart Stores (WMT) | 0.6 | $5.0M | +7% | 32k | 157.65 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.5 | $4.8M | +6% | 35k | 136.38 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $4.8M | -8% | 34k | 139.69 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $4.8M | -3% | 10k | 475.33 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.5 | $4.6M | 30k | 149.50 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.5 | $4.4M | +5% | 57k | 77.73 |
|
| International Business Machines (IBM) | 0.5 | $4.3M | +44% | 26k | 163.55 |
|
| Innovator Etfs Tr Laderd Alctn Pwr (BUFF) | 0.5 | $4.2M | +23% | 105k | 40.08 |
|
| Philip Morris International (PM) | 0.5 | $4.2M | +58% | 45k | 94.08 |
|
| Emerson Electric (EMR) | 0.4 | $4.0M | 41k | 97.33 |
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|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.4 | $3.8M | -7% | 80k | 47.56 |
|
| Kimberly-Clark Corporation (KMB) | 0.4 | $3.8M | 31k | 121.51 |
|
|
| General Dynamics Corporation (GD) | 0.4 | $3.7M | -15% | 14k | 259.66 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $3.7M | +3% | 5.6k | 660.05 |
|
| Pfizer (PFE) | 0.4 | $3.7M | -6% | 127k | 28.79 |
|
| Vanguard World Fds Health Car Etf (VHT) | 0.4 | $3.6M | +11% | 15k | 250.70 |
|
| Intel Corporation (INTC) | 0.4 | $3.5M | -6% | 70k | 50.25 |
|
| Texas Instruments Incorporated (TXN) | 0.4 | $3.4M | +8% | 20k | 170.46 |
|
| Nextera Energy (NEE) | 0.4 | $3.3M | +13% | 55k | 60.74 |
|
| UnitedHealth (UNH) | 0.4 | $3.3M | -3% | 6.2k | 526.46 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $3.3M | -6% | 33k | 99.25 |
|
| Qualcomm (QCOM) | 0.4 | $3.2M | -3% | 22k | 144.63 |
|
| Ishares Tr Ibonds Dec 26 (IBMO) | 0.3 | $3.2M | +108% | 124k | 25.51 |
|
| AFLAC Incorporated (AFL) | 0.3 | $3.1M | 38k | 82.50 |
|
|
| Ishares Tr Ibonds Dec 25 (IBMN) | 0.3 | $3.1M | +120% | 118k | 26.55 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $3.1M | +7% | 10k | 310.88 |
|
| Altria (MO) | 0.3 | $3.1M | +80% | 77k | 40.34 |
|
| Meta Platforms Cl A (META) | 0.3 | $3.0M | +6% | 8.6k | 353.96 |
|
| Caterpillar (CAT) | 0.3 | $3.0M | +10% | 10k | 295.66 |
|
| Lowe's Companies (LOW) | 0.3 | $3.0M | -5% | 13k | 222.54 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.3 | $3.0M | +10% | 21k | 145.01 |
|
| Verizon Communications (VZ) | 0.3 | $2.9M | 78k | 37.70 |
|
|
| Ishares Tr Ibonds Dec (IBMM) | 0.3 | $2.9M | +139% | 113k | 25.93 |
|
| Ishares Tr Ibonds Dec 27 (IBMP) | 0.3 | $2.8M | +148% | 110k | 25.41 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.3 | $2.8M | 89k | 31.19 |
|
|
| Abbott Laboratories (ABT) | 0.3 | $2.8M | 25k | 110.07 |
|
|
| American Express Company (AXP) | 0.3 | $2.8M | +12% | 15k | 187.35 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $2.7M | +4% | 10k | 262.26 |
|
| Bristol Myers Squibb (BMY) | 0.3 | $2.6M | -16% | 50k | 51.31 |
|
| Comcast Corp Cl A (CMCSA) | 0.3 | $2.5M | -2% | 58k | 43.85 |
|
| General Mills (GIS) | 0.3 | $2.5M | -2% | 39k | 65.14 |
|
| Medtronic SHS (MDT) | 0.3 | $2.5M | 30k | 82.38 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.3 | $2.5M | -16% | 34k | 72.03 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.3 | $2.5M | -10% | 26k | 95.20 |
|
| DNP Select Income Fund (DNP) | 0.3 | $2.4M | -11% | 281k | 8.48 |
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| Oracle Corporation (ORCL) | 0.3 | $2.4M | 23k | 105.43 |
|
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| Automatic Data Processing (ADP) | 0.3 | $2.4M | 10k | 232.97 |
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| Kinder Morgan (KMI) | 0.3 | $2.4M | +10% | 135k | 17.64 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $2.4M | +20% | 10k | 232.64 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $2.4M | 4.5k | 530.84 |
|
|
| Digital Realty Trust (DLR) | 0.3 | $2.3M | 17k | 134.58 |
|
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $2.3M | 12k | 191.17 |
|
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| Mondelez Intl Cl A (MDLZ) | 0.3 | $2.3M | +181% | 32k | 72.43 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.3 | $2.3M | -15% | 36k | 63.33 |
|
| Illinois Tool Works (ITW) | 0.2 | $2.3M | 8.6k | 261.94 |
|
|
| W.R. Berkley Corporation (WRB) | 0.2 | $2.3M | 32k | 70.72 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $2.2M | 11k | 200.70 |
|
|
| Duke Energy Corp Com New (DUK) | 0.2 | $2.1M | -4% | 22k | 97.04 |
|
| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.2 | $2.1M | +707% | 81k | 25.59 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $2.1M | +14% | 25k | 84.14 |
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| salesforce (CRM) | 0.2 | $2.1M | +6% | 7.9k | 263.14 |
|
| Bank of America Corporation (BAC) | 0.2 | $2.0M | -2% | 61k | 33.67 |
|
| Cisco Systems (CSCO) | 0.2 | $2.0M | -3% | 40k | 50.52 |
|
| Hca Holdings (HCA) | 0.2 | $2.0M | +29% | 7.5k | 270.69 |
|
| Diageo Spon Adr New (DEO) | 0.2 | $2.0M | -5% | 14k | 145.66 |
|
| Rockwell Automation (ROK) | 0.2 | $1.9M | +15% | 6.3k | 310.49 |
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| Intuit (INTU) | 0.2 | $1.9M | -10% | 3.1k | 625.06 |
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| Regeneron Pharmaceuticals (REGN) | 0.2 | $1.9M | 2.2k | 878.30 |
|
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| First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) | 0.2 | $1.8M | NEW | 66k | 26.57 |
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| Williams Companies (WMB) | 0.2 | $1.7M | 50k | 34.83 |
|
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| American Electric Power Company (AEP) | 0.2 | $1.7M | +3% | 21k | 81.22 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $1.7M | 3.8k | 453.25 |
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| Ishares Tr Ibonds Dec 2029 (IBMR) | 0.2 | $1.7M | NEW | 66k | 25.60 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $1.7M | -8% | 24k | 70.35 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.7M | 3.5k | 477.67 |
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| Zoetis Cl A (ZTS) | 0.2 | $1.7M | +2% | 8.4k | 197.36 |
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| Norfolk Southern (NSC) | 0.2 | $1.6M | -2% | 6.8k | 236.37 |
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| Honeywell International (HON) | 0.2 | $1.6M | -8% | 7.6k | 209.71 |
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| Deere & Company (DE) | 0.2 | $1.6M | 3.9k | 399.87 |
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| Waste Management (WM) | 0.2 | $1.6M | -2% | 8.7k | 179.09 |
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| Equifax (EFX) | 0.2 | $1.5M | 6.2k | 247.29 |
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| Progressive Corporation (PGR) | 0.2 | $1.5M | -14% | 9.3k | 159.28 |
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| Astrazeneca Sponsored Adr (AZN) | 0.2 | $1.5M | 22k | 67.35 |
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| Lam Research Corporation (LRCX) | 0.2 | $1.5M | 1.9k | 783.11 |
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| Kraft Heinz (KHC) | 0.2 | $1.5M | -2% | 40k | 36.98 |
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| Equinix (EQIX) | 0.2 | $1.4M | +9% | 1.8k | 805.54 |
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| Fifth Third Ban (FITB) | 0.2 | $1.4M | -3% | 41k | 34.49 |
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| Global Payments (GPN) | 0.2 | $1.4M | 11k | 127.00 |
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| Stryker Corporation (SYK) | 0.1 | $1.3M | +2% | 4.5k | 299.49 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.3M | 8.0k | 165.25 |
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| Federated Hermes CL B (FHI) | 0.1 | $1.3M | 39k | 33.86 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $1.3M | -2% | 3.2k | 406.89 |
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| Waste Connections (WCN) | 0.1 | $1.3M | +3% | 8.5k | 149.27 |
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| Paychex (PAYX) | 0.1 | $1.3M | 11k | 119.11 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $1.2M | +7% | 16k | 79.06 |
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| Walt Disney Company (DIS) | 0.1 | $1.2M | -3% | 14k | 90.29 |
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| PNC Financial Services (PNC) | 0.1 | $1.2M | +6% | 7.8k | 154.85 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.2M | +10% | 5.6k | 213.31 |
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| Cme (CME) | 0.1 | $1.2M | 5.7k | 210.60 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.1M | +20% | 11k | 108.25 |
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| Zimmer Holdings (ZBH) | 0.1 | $1.1M | +11% | 9.2k | 121.70 |
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| Union Pacific Corporation (UNP) | 0.1 | $1.1M | +4% | 4.6k | 245.62 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $1.1M | +11% | 28k | 39.03 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.1M | 2.00 | 542625.00 |
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| Extra Space Storage (EXR) | 0.1 | $1.1M | -22% | 6.8k | 160.33 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $1.1M | -4% | 14k | 78.03 |
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| BlackRock (BLK) | 0.1 | $1.0M | +72% | 1.3k | 812.00 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.0M | +14% | 7.8k | 130.92 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $1.0M | +7% | 9.9k | 101.99 |
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| Aon Shs Cl A (AON) | 0.1 | $1.0M | -8% | 3.5k | 291.04 |
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| PPL Corporation (PPL) | 0.1 | $1.0M | 37k | 27.10 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $984k | 2.9k | 337.37 |
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| Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) | 0.1 | $983k | -4% | 30k | 32.69 |
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| Crown Castle Intl (CCI) | 0.1 | $979k | -11% | 8.5k | 115.18 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $977k | +76% | 12k | 79.34 |
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| Advanced Micro Devices (AMD) | 0.1 | $968k | -2% | 6.6k | 147.41 |
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| Pioneer Natural Resources (PXD) | 0.1 | $966k | 4.3k | 224.86 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $939k | 17k | 56.14 |
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| Vanguard World Fds Consum Dis Etf (VCR) | 0.1 | $932k | +20% | 3.1k | 304.55 |
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| Truist Financial Corp equities (TFC) | 0.1 | $929k | -9% | 25k | 36.92 |
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| Palo Alto Networks (PANW) | 0.1 | $924k | -20% | 3.1k | 294.88 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $913k | +14% | 18k | 50.58 |
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| Principal Financial (PFG) | 0.1 | $912k | +3% | 12k | 78.67 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $911k | -34% | 1.9k | 468.21 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $908k | -10% | 8.4k | 108.41 |
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| Tractor Supply Company (TSCO) | 0.1 | $908k | -6% | 4.2k | 215.04 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $900k | -8% | 7.7k | 117.22 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $893k | +13% | 6.6k | 135.84 |
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| Public Service Enterprise (PEG) | 0.1 | $868k | 14k | 61.15 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $864k | -10% | 12k | 75.10 |
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| Air Products & Chemicals (APD) | 0.1 | $856k | -7% | 3.1k | 273.80 |
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| Eaton Corp SHS (ETN) | 0.1 | $838k | -4% | 3.5k | 240.82 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $838k | -6% | 8.0k | 104.46 |
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| 3M Company (MMM) | 0.1 | $836k | 7.6k | 109.31 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $835k | -4% | 7.2k | 116.29 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $819k | 10k | 82.04 |
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| TJX Companies (TJX) | 0.1 | $817k | -2% | 8.7k | 93.81 |
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| Netflix (NFLX) | 0.1 | $812k | -4% | 1.7k | 486.92 |
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| CSX Corporation (CSX) | 0.1 | $810k | -3% | 23k | 34.67 |
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| Magna Intl Inc cl a (MGA) | 0.1 | $800k | NEW | 14k | 59.08 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $797k | +7% | 3.5k | 229.69 |
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| Simon Property (SPG) | 0.1 | $794k | 5.6k | 142.65 |
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| Innovator Etfs Tr Us Eqty Pwr Buf (POCT) | 0.1 | $791k | 22k | 36.12 |
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| Marvell Technology (MRVL) | 0.1 | $765k | +13% | 13k | 60.31 |
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| Gilead Sciences (GILD) | 0.1 | $764k | +16% | 9.4k | 81.01 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $762k | 7.3k | 104.92 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $761k | -57% | 19k | 41.10 |
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| Byrna Technologies Com New (BYRN) | 0.1 | $730k | 114k | 6.39 |
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| United Parcel Service CL B (UPS) | 0.1 | $726k | +7% | 4.6k | 157.22 |
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| Park National Corporation (PRK) | 0.1 | $717k | 5.4k | 132.86 |
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| Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) | 0.1 | $712k | 20k | 35.10 |
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| Vanguard World Fds Financials Etf (VFH) | 0.1 | $706k | -26% | 7.7k | 92.26 |
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| Shopify Cl A (SHOP) | 0.1 | $702k | 9.0k | 77.90 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $690k | +11% | 50k | 13.80 |
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| Applied Materials (AMAT) | 0.1 | $683k | -4% | 4.2k | 162.07 |
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| Hershey Company (HSY) | 0.1 | $683k | 3.7k | 186.46 |
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| First Tr Morningstar Divid L SHS (FDL) | 0.1 | $676k | +8% | 19k | 35.88 |
|
| Target Corporation (TGT) | 0.1 | $675k | -6% | 4.7k | 142.41 |
|
| Linde SHS (LIN) | 0.1 | $669k | 1.6k | 410.71 |
|
|
| Smucker J M Com New (SJM) | 0.1 | $667k | 5.3k | 126.37 |
|
|
| Kla Corp Com New (KLAC) | 0.1 | $659k | -6% | 1.1k | 581.30 |
|
| Moody's Corporation (MCO) | 0.1 | $652k | +5% | 1.7k | 390.56 |
|
| Servicenow (NOW) | 0.1 | $651k | +8% | 922.00 | 706.49 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $651k | 8.2k | 79.71 |
|
|
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.1 | $645k | 28k | 23.28 |
|
|
| Nike CL B (NKE) | 0.1 | $644k | -17% | 5.9k | 108.56 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $639k | 17k | 37.22 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $631k | -4% | 1.5k | 426.61 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $623k | 7.4k | 83.85 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $619k | +19% | 3.5k | 174.87 |
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.1 | $615k | +4% | 6.5k | 93.97 |
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $588k | 5.9k | 100.52 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $582k | 2.3k | 252.22 |
|
|
| Anthem (ELV) | 0.1 | $568k | +5% | 1.2k | 471.53 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $552k | +5% | 3.8k | 143.64 |
|
| Neurocrine Biosciences (NBIX) | 0.1 | $551k | -7% | 4.2k | 131.76 |
|
| Federal Signal Corporation (FSS) | 0.1 | $548k | -11% | 7.1k | 76.74 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $545k | +18% | 13k | 43.28 |
|
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.1 | $544k | +18% | 4.4k | 123.00 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $537k | +4% | 7.3k | 73.55 |
|
| First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFG) | 0.1 | $536k | -7% | 25k | 21.28 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $526k | +123% | 6.0k | 88.36 |
|
| Travelers Companies (TRV) | 0.1 | $523k | +20% | 2.7k | 190.49 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $523k | 3.4k | 155.34 |
|
|
| Carrier Global Corporation (CARR) | 0.1 | $519k | -4% | 9.0k | 57.45 |
|
| Proshares Tr S&p Tech Dividen (TDV) | 0.1 | $506k | 7.3k | 69.58 |
|
|
| Ishares Tr U.s. Pharma Etf (IHE) | 0.1 | $505k | NEW | 2.7k | 185.40 |
|
| Reaves Util Income Com Sh Ben Int (UTG) | 0.1 | $498k | -18% | 19k | 26.74 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $497k | 1.1k | 448.25 |
|
|
| Oneok (OKE) | 0.1 | $491k | +5% | 7.0k | 70.22 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.1 | $490k | 9.5k | 51.83 |
|
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $490k | 10k | 47.74 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $489k | -2% | 1.8k | 277.19 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $478k | +2% | 1.4k | 350.91 |
|
| First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFT) | 0.1 | $478k | -14% | 23k | 20.83 |
|
| Cigna Corp (CI) | 0.1 | $467k | 1.6k | 299.45 |
|
|
| Baxter International (BAX) | 0.1 | $464k | -14% | 12k | 38.66 |
|
| Genuine Parts Company (GPC) | 0.1 | $462k | -3% | 3.3k | 138.50 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $461k | +24% | 6.0k | 77.37 |
|
| Humana (HUM) | 0.1 | $459k | +4% | 1.0k | 457.81 |
|
| Darden Restaurants (DRI) | 0.0 | $443k | -2% | 2.7k | 164.30 |
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $442k | 13k | 34.77 |
|
|
| Cdw (CDW) | 0.0 | $441k | -17% | 1.9k | 227.32 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $440k | +3% | 8.4k | 52.04 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $438k | -4% | 1.9k | 225.51 |
|
| SYSCO Corporation (SYY) | 0.0 | $437k | +10% | 6.0k | 73.13 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $436k | +32% | 5.8k | 75.35 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $434k | -3% | 4.2k | 104.00 |
|
| Goldman Sachs (GS) | 0.0 | $432k | +19% | 1.1k | 385.89 |
|
| General Electric Com New (GE) | 0.0 | $431k | -3% | 3.4k | 127.61 |
|
| Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) | 0.0 | $422k | -9% | 13k | 33.37 |
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $419k | +2% | 18k | 23.27 |
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.0 | $416k | 5.2k | 80.15 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $415k | +2% | 696.00 | 596.67 |
|
| ConocoPhillips (COP) | 0.0 | $414k | +3% | 3.6k | 116.06 |
|
| Unilever Spon Adr New (UL) | 0.0 | $413k | -2% | 8.5k | 48.48 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $412k | +8% | 544.00 | 756.92 |
|
| Morgan Stanley Com New (MS) | 0.0 | $408k | +19% | 4.4k | 93.25 |
|
| Watsco, Incorporated (WSO) | 0.0 | $400k | 934.00 | 428.47 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $396k | -6% | 8.0k | 49.22 |
|
| Chubb (CB) | 0.0 | $391k | 1.7k | 226.04 |
|
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $383k | +29% | 7.1k | 53.97 |
|
| AutoZone (AZO) | 0.0 | $383k | 148.00 | 2585.61 |
|
|
| Vanguard World Fds Consum Stp Etf (VDC) | 0.0 | $382k | 2.0k | 191.00 |
|
|
| Ford Motor Company (F) | 0.0 | $381k | 31k | 12.19 |
|
|
| Danaher Corporation (DHR) | 0.0 | $372k | -28% | 1.6k | 231.34 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $370k | 3.7k | 100.97 |
|
|
| RBB Motley Fol Etf (TMFC) | 0.0 | $368k | +4% | 8.2k | 44.65 |
|
| Phillips 66 (PSX) | 0.0 | $368k | -4% | 2.8k | 133.14 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $367k | +43% | 17k | 21.78 |
|
| American Tower Reit (AMT) | 0.0 | $367k | -2% | 1.7k | 215.83 |
|
| Lincoln National Corporation (LNC) | 0.0 | $364k | +5% | 14k | 26.97 |
|
| Intercontinental Exchange (ICE) | 0.0 | $363k | -21% | 2.8k | 128.43 |
|
| Sun Life Financial (SLF) | 0.0 | $362k | 7.0k | 51.86 |
|
|
| MetLife (MET) | 0.0 | $359k | +2% | 5.4k | 66.13 |
|
| Wec Energy Group (WEC) | 0.0 | $359k | -8% | 4.3k | 84.17 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $357k | 4.0k | 89.48 |
|
|
| U.S. Lime & Minerals (USLM) | 0.0 | $351k | 1.5k | 230.35 |
|
|
| Sanofi Sponsored Adr (SNY) | 0.0 | $350k | 7.0k | 49.73 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $340k | -11% | 6.6k | 51.27 |
|
| At&t (T) | 0.0 | $340k | -6% | 20k | 16.78 |
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.0 | $337k | NEW | 6.6k | 51.02 |
|
| Republic Services (RSG) | 0.0 | $329k | 2.0k | 164.91 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $327k | 4.8k | 68.81 |
|
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $319k | NEW | 787.00 | 405.64 |
|
| Vanguard World Fds Energy Etf (VDE) | 0.0 | $317k | +7% | 2.7k | 117.29 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $316k | 5.5k | 57.96 |
|
|
| Boise Cascade (BCC) | 0.0 | $316k | +22% | 2.4k | 129.36 |
|
| American Intl Group Com New (AIG) | 0.0 | $316k | -30% | 4.7k | 67.75 |
|
| Edwards Lifesciences (EW) | 0.0 | $315k | 4.1k | 76.25 |
|
|
| Innovator Etfs Tr Us Eqty Pwr Buf (PSEP) | 0.0 | $314k | 9.0k | 34.76 |
|
|
| Broadridge Financial Solutions (BR) | 0.0 | $310k | 1.5k | 205.75 |
|
|
| Biogen Idec (BIIB) | 0.0 | $307k | +2% | 1.2k | 258.77 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $307k | -2% | 6.4k | 47.90 |
|
| Citigroup Com New (C) | 0.0 | $307k | NEW | 6.0k | 51.44 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $307k | 4.5k | 68.18 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $306k | 4.2k | 72.66 |
|
|
| FedEx Corporation (FDX) | 0.0 | $306k | 1.2k | 253.04 |
|
|
| Xcel Energy (XEL) | 0.0 | $296k | +14% | 4.8k | 61.91 |
|
| Synovus Finl Corp Com New (SNV) | 0.0 | $296k | -11% | 7.9k | 37.65 |
|
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.0 | $296k | 2.8k | 104.76 |
|
|
| Comfort Systems USA (FIX) | 0.0 | $295k | 1.4k | 205.67 |
|
|
| Ishares Tr Esg Scrd S&p Mid (XJH) | 0.0 | $295k | 7.8k | 37.72 |
|
|
| Yum! Brands (YUM) | 0.0 | $294k | 2.3k | 130.66 |
|
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $294k | -7% | 10k | 29.29 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $293k | 3.0k | 96.39 |
|
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $292k | 12k | 24.48 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $289k | -5% | 7.7k | 37.60 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $288k | 1.2k | 241.77 |
|
|
| Walgreen Boots Alliance (WBA) | 0.0 | $287k | 11k | 26.11 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $286k | -10% | 3.6k | 78.95 |
|
| Datadog Cl A Com (DDOG) | 0.0 | $283k | -2% | 2.3k | 121.38 |
|
| Albemarle Corporation (ALB) | 0.0 | $282k | 2.0k | 144.48 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $280k | NEW | 6.6k | 42.57 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $277k | NEW | 3.7k | 74.47 |
|
| Cadence Design Systems (CDNS) | 0.0 | $274k | 1.0k | 272.37 |
|
|
| Innovator Etfs Tr GRWT100 PWR BF (NAPR) | 0.0 | $274k | -15% | 6.2k | 44.48 |
|
| Dominion Resources (D) | 0.0 | $271k | +12% | 5.8k | 47.00 |
|
| Dow (DOW) | 0.0 | $266k | 4.9k | 54.84 |
|
|
| Enbridge (ENB) | 0.0 | $266k | -8% | 7.4k | 36.02 |
|
| Innovator Etfs Tr Us Eqt Ultra Bf (UAUG) | 0.0 | $263k | 8.5k | 30.74 |
|
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $259k | +7% | 3.8k | 67.38 |
|
| Vulcan Materials Company (VMC) | 0.0 | $255k | 1.1k | 227.01 |
|
|
| Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $254k | 16k | 15.93 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $254k | NEW | 994.00 | 255.32 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $253k | 6.2k | 40.91 |
|
|
| Capital One Financial (COF) | 0.0 | $253k | NEW | 1.9k | 131.13 |
|
| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.0 | $251k | 4.9k | 50.74 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $249k | +3% | 1.0k | 243.91 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $247k | 3.8k | 64.62 |
|
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $246k | -13% | 15k | 16.86 |
|
| S&p Global (SPGI) | 0.0 | $245k | NEW | 556.00 | 440.87 |
|
| Copart (CPRT) | 0.0 | $242k | NEW | 4.9k | 49.00 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $240k | 3.2k | 75.53 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $239k | -3% | 2.3k | 103.45 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $239k | 2.8k | 84.87 |
|
|
| Msci (MSCI) | 0.0 | $237k | 420.00 | 565.02 |
|
|
| American Water Works (AWK) | 0.0 | $237k | +6% | 1.8k | 131.99 |
|
| Cummins (CMI) | 0.0 | $237k | 990.00 | 239.55 |
|
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $237k | +18% | 3.5k | 68.43 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $236k | -11% | 2.9k | 81.10 |
|
| Realty Income (O) | 0.0 | $235k | -2% | 4.1k | 57.42 |
|
| Evergy (EVRG) | 0.0 | $231k | NEW | 4.4k | 52.20 |
|
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.0 | $230k | NEW | 5.2k | 44.30 |
|
| Elbit Sys Ord (ESLT) | 0.0 | $229k | NEW | 1.1k | 213.25 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $229k | -26% | 947.00 | 241.83 |
|
| Micron Technology (MU) | 0.0 | $229k | NEW | 2.7k | 85.34 |
|
| PIMCO Corporate Income Fund (PCN) | 0.0 | $224k | 18k | 12.41 |
|
|
| Innovator Etfs Tr Us Eqty Buf Sep (BSEP) | 0.0 | $224k | 6.1k | 36.68 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $223k | 1.5k | 148.36 |
|
|
| Aptar (ATR) | 0.0 | $223k | 1.8k | 123.62 |
|
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $221k | 12k | 18.54 |
|
|
| Curtiss-Wright (CW) | 0.0 | $220k | -16% | 989.00 | 222.79 |
|
| Southern Copper Corporation (SCCO) | 0.0 | $217k | NEW | 2.5k | 86.07 |
|
| Ansys (ANSS) | 0.0 | $215k | NEW | 593.00 | 362.88 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $214k | NEW | 2.4k | 90.17 |
|
| Hp (HPQ) | 0.0 | $212k | NEW | 7.0k | 30.09 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $210k | NEW | 92.00 | 2287.23 |
|
| Nuveen Municipal Credit Com Sh Ben Int (NZF) | 0.0 | $210k | +9% | 18k | 11.82 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $210k | NEW | 4.0k | 52.05 |
|
| Starbucks Corporation (SBUX) | 0.0 | $209k | -7% | 2.2k | 96.03 |
|
| Pacer Fds Tr Pacer Us Small (CALF) | 0.0 | $208k | NEW | 4.3k | 48.03 |
|
| Thomson Reuters Corp. (TRI) | 0.0 | $206k | NEW | 1.4k | 146.22 |
|
| M&T Bank Corporation (MTB) | 0.0 | $205k | -5% | 1.5k | 137.08 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $205k | NEW | 1.9k | 110.69 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $204k | NEW | 8.2k | 24.79 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $202k | NEW | 2.6k | 77.02 |
|
| Gabelli Equity Trust (GAB) | 0.0 | $178k | 35k | 5.08 |
|
|
| Blackrock Muniyield Insured Fund (MYI) | 0.0 | $171k | -10% | 15k | 11.64 |
|
| AllianceBernstein Global Hgh Incm (AWF) | 0.0 | $162k | 16k | 10.12 |
|
|
| BlackRock Credit All Inc Trust IV (BTZ) | 0.0 | $156k | 15k | 10.32 |
|
|
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $129k | 12k | 11.00 |
|
|
| Franklin Street Properties (FSP) | 0.0 | $115k | 45k | 2.56 |
|
|
| Gopro Cl A (GPRO) | 0.0 | $104k | 30k | 3.47 |
|
|
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $80k | NEW | 12k | 6.76 |
|
| Kopin Corporation (KOPN) | 0.0 | $33k | NEW | 16k | 2.03 |
|
| Butterfly Network Com Cl A (BFLY) | 0.0 | $14k | 13k | 1.08 |
|
|
| Comstock Com New (LODE) | 0.0 | $8.2k | 15k | 0.55 |
|
|
| Lumiradx SHS (LMDXF) | 0.0 | $4.4k | 69k | 0.06 |
|
Past Filings by Sound View Wealth Advisors Group
SEC 13F filings are viewable for Sound View Wealth Advisors Group going back to 2019
- Sound View Wealth Advisors Group 2023 Q4 filed Feb. 8, 2024
- Sound View Wealth Advisors Group 2023 Q3 filed Nov. 7, 2023
- Sound View Wealth Advisors Group 2023 Q2 filed Aug. 8, 2023
- Sound View Wealth Advisors Group 2023 Q1 filed May 12, 2023
- Sound View Wealth Advisors Group 2022 Q4 filed Feb. 8, 2023
- Sound View Wealth Advisors Group 2022 Q3 filed Nov. 8, 2022
- Sound View Wealth Advisors Group 2022 Q2 filed Aug. 5, 2022
- Sound View Wealth Advisors Group 2022 Q1 filed May 11, 2022
- Sound View Wealth Advisors Group 2021 Q4 filed Jan. 20, 2022
- Sound View Wealth Advisors Group 2021 Q3 filed Oct. 21, 2021
- Sound View Wealth Advisors Group 2021 Q2 filed July 21, 2021
- Sound View Wealth Advisors Group 2021 Q1 filed April 28, 2021
- Sound View Wealth Advisors Group 2020 Q4 filed Feb. 2, 2021
- Sound View Wealth Advisors Group 2020 Q3 filed Nov. 9, 2020
- Sound View Wealth Advisors Group 2020 Q2 filed Aug. 7, 2020
- Sound View Wealth Advisors Group 2020 Q1 filed May 12, 2020