Sound View Wealth Advisors Group

Sound View Wealth Advisors Group as of Dec. 31, 2020

Portfolio Holdings for Sound View Wealth Advisors Group

Sound View Wealth Advisors Group holds 255 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.2 $17M 129k 132.69
Microsoft Corporation (MSFT) 3.2 $13M 58k 222.41
Johnson & Johnson (JNJ) 2.5 $10M 65k 157.38
Ishares Tr Ibonds Dec25 Etf (IBDQ) 2.3 $9.2M 337k 27.37
Vanguard Specialized Funds Div App Etf (VIG) 2.2 $9.1M 65k 141.18
Ishares Tr Ibonds Dec23 Etf 2.2 $9.1M 346k 26.27
Amazon (AMZN) 2.0 $8.2M 2.5k 3257.01
Procter & Gamble Company (PG) 1.9 $7.9M 57k 139.14
Ishares Tr Ibonds Dec22 Etf 1.9 $7.7M 300k 25.57
Home Depot (HD) 1.8 $7.4M 28k 265.61
Verizon Communications (VZ) 1.8 $7.3M 125k 58.75
Ishares Tr Ibonds Dec21 Etf 1.7 $7.2M 288k 24.91
Ishares Tr Ibonds Dec24 Etf (IBDP) 1.7 $6.9M 260k 26.58
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.6 $6.7M 74k 90.95
Coca-Cola Company (KO) 1.5 $6.0M 109k 54.84
JPMorgan Chase & Co. (JPM) 1.4 $5.6M 44k 127.06
Vanguard World Fds Inf Tech Etf (VGT) 1.4 $5.6M 16k 353.77
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $5.5M 18k 313.73
Southern Company (SO) 1.3 $5.2M 85k 61.43
McDonald's Corporation (MCD) 1.2 $5.1M 24k 214.58
Ishares Tr Rus 1000 Grw Etf (IWF) 1.2 $4.8M 20k 241.16
Intel Corporation (INTC) 1.2 $4.8M 97k 49.82
Abbvie (ABBV) 1.2 $4.8M 45k 107.14
Amgen (AMGN) 1.2 $4.7M 21k 229.94
Kimberly-Clark Corporation (KMB) 1.1 $4.5M 34k 134.82
Pfizer (PFE) 1.1 $4.4M 121k 36.81
Alphabet Cap Stk Cl C (GOOG) 1.1 $4.3M 2.5k 1751.81
Eli Lilly & Co. (LLY) 1.1 $4.3M 26k 168.82
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 1.0 $4.3M 102k 42.11
Merck & Co (MRK) 1.0 $4.2M 52k 81.79
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.0 $4.2M 65k 64.14
Pepsi (PEP) 1.0 $4.1M 28k 148.30
Proshares Tr S&p 500 Dv Arist (NOBL) 1.0 $4.1M 51k 79.88
Ishares Tr Pfd And Incm Sec (PFF) 0.9 $3.8M 98k 38.51
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $3.6M 16k 231.86
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.8 $3.4M 11k 305.83
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $3.2M 9.4k 343.68
Vanguard Index Fds Value Etf (VTV) 0.8 $3.1M 26k 118.98
DNP Select Income Fund (DNP) 0.8 $3.1M 302k 10.26
Wal-Mart Stores (WMT) 0.7 $3.1M 21k 144.13
Ishares Tr Core Div Grwth (DGRO) 0.7 $2.8M 62k 44.82
Chevron Corporation (CVX) 0.7 $2.8M 33k 84.44
Walt Disney Company (DIS) 0.7 $2.7M 15k 181.19
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $2.6M 22k 118.21
Global Payments (GPN) 0.6 $2.5M 11k 215.38
General Mills (GIS) 0.6 $2.4M 41k 58.80
Nextera Energy (NEE) 0.6 $2.4M 31k 77.16
Diageo Spon Adr New (DEO) 0.6 $2.3M 15k 158.80
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $2.3M 34k 67.87
Honeywell International (HON) 0.5 $2.2M 10k 212.71
General Dynamics Corporation (GD) 0.5 $2.1M 14k 148.85
Ishares Tr National Mun Etf (MUB) 0.5 $2.1M 18k 117.22
Abbott Laboratories (ABT) 0.5 $2.1M 19k 109.50
Qualcomm (QCOM) 0.5 $2.0M 13k 152.32
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.5 $2.0M 13k 155.53
Alphabet Cap Stk Cl A (GOOGL) 0.5 $2.0M 1.1k 1752.69
International Business Machines (IBM) 0.5 $1.9M 15k 125.88
Philip Morris International (PM) 0.5 $1.9M 23k 82.79
Visa Com Cl A (V) 0.5 $1.8M 8.4k 218.71
AFLAC Incorporated (AFL) 0.4 $1.8M 40k 44.47
Vanguard World Fds Health Car Etf (VHT) 0.4 $1.8M 7.9k 223.73
Automatic Data Processing (ADP) 0.4 $1.7M 9.8k 176.23
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.4 $1.7M 23k 75.70
Vanguard Index Fds Growth Etf (VUG) 0.4 $1.7M 6.7k 253.38
American Electric Power Company (AEP) 0.4 $1.7M 20k 83.28
Altria (MO) 0.4 $1.7M 41k 41.01
Illinois Tool Works (ITW) 0.4 $1.6M 8.1k 203.83
Broadcom (AVGO) 0.4 $1.6M 3.7k 437.95
Medtronic SHS (MDT) 0.4 $1.6M 14k 117.12
Bristol Myers Squibb (BMY) 0.4 $1.6M 26k 62.02
Thermo Fisher Scientific (TMO) 0.4 $1.6M 3.4k 465.93
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.4 $1.6M 30k 51.65
Comcast Corp Cl A (CMCSA) 0.4 $1.5M 30k 52.38
Duke Energy Corp Com New (DUK) 0.4 $1.5M 17k 91.59
Emerson Electric (EMR) 0.4 $1.5M 19k 80.39
Cisco Systems (CSCO) 0.4 $1.5M 34k 44.74
Texas Instruments Incorporated (TXN) 0.4 $1.5M 8.9k 164.10
NVIDIA Corporation (NVDA) 0.4 $1.4M 2.8k 522.16
Spdr Ser Tr S&p1500momtilt (MMTM) 0.4 $1.4M 8.9k 162.12
3M Company (MMM) 0.4 $1.4M 8.3k 174.77
Digital Realty Trust (DLR) 0.4 $1.4M 10k 139.53
Ishares Msci Gbl Min Vol (ACWV) 0.4 $1.4M 15k 96.93
Facebook Cl A (META) 0.4 $1.4M 5.2k 273.21
At&t (T) 0.3 $1.4M 49k 28.77
UnitedHealth (UNH) 0.3 $1.4M 3.9k 350.66
W.R. Berkley Corporation (WRB) 0.3 $1.4M 21k 66.43
Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $1.4M 13k 105.92
Tesla Motors (TSLA) 0.3 $1.3M 1.8k 705.52
Exxon Mobil Corporation (XOM) 0.3 $1.2M 30k 41.21
Astrazeneca Sponsored Adr (AZN) 0.3 $1.2M 23k 50.00
Bank of America Corporation (BAC) 0.3 $1.1M 37k 30.30
Oracle Corporation (ORCL) 0.3 $1.1M 17k 64.71
PNC Financial Services (PNC) 0.3 $1.1M 7.1k 148.95
Air Products & Chemicals (APD) 0.3 $1.1M 3.9k 273.25
Raytheon Technologies Corp (RTX) 0.2 $1.0M 14k 71.50
Cme (CME) 0.2 $1.0M 5.6k 182.01
Lowe's Companies (LOW) 0.2 $1.0M 6.3k 160.55
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.0M 5.1k 194.56
Federated Hermes CL B (FHI) 0.2 $966k 34k 28.88
Shopify Cl A (SHOP) 0.2 $960k 848.00 1132.08
Reaves Util Income Com Sh Ben Int (UTG) 0.2 $957k 29k 32.78
Paychex (PAYX) 0.2 $955k 10k 93.13
Equifax (EFX) 0.2 $946k 4.9k 192.79
Regeneron Pharmaceuticals (REGN) 0.2 $945k 2.0k 483.13
Kinder Morgan (KMI) 0.2 $875k 64k 13.67
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $868k 6.3k 136.76
Ishares Tr Core Msci Eafe (IEFA) 0.2 $864k 13k 69.11
Waste Management (WM) 0.2 $858k 7.3k 117.91
Netflix (NFLX) 0.2 $857k 1.6k 540.69
Norfolk Southern (NSC) 0.2 $841k 3.5k 237.57
Baxter International (BAX) 0.2 $838k 10k 80.22
PPL Corporation (PPL) 0.2 $833k 30k 28.19
Ishares Tr Russell 2000 Etf (IWM) 0.2 $827k 4.2k 196.16
Aon Shs Cl A (AON) 0.2 $826k 3.9k 211.31
Lockheed Martin Corporation (LMT) 0.2 $823k 2.3k 355.05
Ishares Tr Ibonds Dec2026 (IBDR) 0.2 $794k 29k 27.11
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $785k 14k 58.35
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $772k 8.4k 91.45
Intuitive Surgical Com New (ISRG) 0.2 $760k 929.00 818.08
Stryker Corporation (SYK) 0.2 $760k 3.1k 245.00
Nike CL B (NKE) 0.2 $756k 5.3k 141.55
Public Service Enterprise (PEG) 0.2 $735k 13k 58.32
salesforce (CRM) 0.2 $709k 3.2k 222.61
Zimmer Holdings (ZBH) 0.2 $709k 4.6k 154.16
Unilever Spon Adr New (UL) 0.2 $699k 12k 60.38
Target Corporation (TGT) 0.2 $690k 3.9k 176.47
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $687k 3.0k 232.80
Lam Research Corporation (LRCX) 0.2 $676k 1.4k 472.07
Zoetis Cl A (ZTS) 0.2 $664k 4.0k 165.42
CSX Corporation (CSX) 0.2 $663k 7.3k 90.77
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $652k 7.4k 88.22
Ishares Tr Core S&p500 Etf (IVV) 0.2 $648k 1.7k 375.43
NN (NNBR) 0.2 $645k 98k 6.57
Ishares Tr Rus 1000 Etf (IWB) 0.2 $641k 3.0k 211.90
Costco Wholesale Corporation (COST) 0.2 $634k 1.7k 376.71
Northrop Grumman Corporation (NOC) 0.2 $633k 2.1k 304.62
Ishares Tr Intrm Gov Cr Etf (GVI) 0.1 $594k 5.1k 117.60
American Express Company (AXP) 0.1 $573k 4.7k 120.94
TJX Companies (TJX) 0.1 $568k 8.3k 68.25
Park National Corporation (PRK) 0.1 $566k 5.4k 104.95
Caterpillar (CAT) 0.1 $565k 3.1k 182.02
Mondelez Intl Cl A (MDLZ) 0.1 $548k 9.4k 58.50
Fidelity National Information Services (FIS) 0.1 $536k 3.8k 141.46
Hershey Company (HSY) 0.1 $534k 3.5k 152.18
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $524k 5.7k 91.83
Paypal Holdings (PYPL) 0.1 $522k 2.2k 234.19
Spdr Gold Tr Gold Shs (GLD) 0.1 $520k 2.9k 178.27
Ishares Tr Core High Dv Etf (HDV) 0.1 $518k 5.9k 87.63
Intuit (INTU) 0.1 $513k 1.4k 380.00
Becton, Dickinson and (BDX) 0.1 $504k 2.0k 250.00
Intercontinental Exchange (ICE) 0.1 $496k 4.3k 115.30
Colgate-Palmolive Company (CL) 0.1 $491k 5.7k 85.53
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $489k 1.3k 374.14
Advanced Micro Devices (AMD) 0.1 $487k 5.3k 91.63
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $487k 7.1k 68.59
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $478k 9.5k 50.08
American Tower Reit (AMT) 0.1 $476k 2.1k 224.42
Ishares Tr Ibonds 27 Etf (IBDS) 0.1 $474k 17k 27.58
Thomson Reuters Corp. Com New 0.1 $462k 5.6k 81.90
BlackRock (BLK) 0.1 $462k 640.00 721.88
Novartis Sponsored Adr (NVS) 0.1 $462k 4.9k 94.48
Walgreen Boots Alliance (WBA) 0.1 $458k 12k 39.89
Adobe Systems Incorporated (ADBE) 0.1 $436k 872.00 500.00
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $436k 2.1k 206.83
SYSCO Corporation (SYY) 0.1 $432k 5.8k 74.18
Union Pacific Corporation (UNP) 0.1 $430k 2.1k 208.23
Moody's Corporation (MCO) 0.1 $428k 1.5k 290.17
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $423k 3.9k 109.02
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $418k 5.0k 83.28
Ishares Tr Select Divid Etf (DVY) 0.1 $409k 4.3k 96.21
FedEx Corporation (FDX) 0.1 $399k 1.5k 259.60
Anthem (ELV) 0.1 $397k 1.2k 320.94
Humana (HUM) 0.1 $395k 963.00 410.18
United Parcel Service CL B (UPS) 0.1 $384k 2.3k 168.50
Mastercard Incorporated Cl A (MA) 0.1 $378k 1.1k 357.28
British Amern Tob Sponsored Adr (BTI) 0.1 $378k 10k 37.50
Varian Medical Systems 0.1 $368k 2.1k 175.24
Simon Property (SPG) 0.1 $367k 4.3k 85.31
American Water Works (AWK) 0.1 $364k 2.4k 153.59
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $358k 6.5k 55.23
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.1 $354k 13k 27.14
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $351k 17k 20.21
Equinix (EQIX) 0.1 $351k 492.00 713.41
Truist Financial Corp equities (TFC) 0.1 $348k 7.3k 47.93
Vanguard World Fds Consum Stp Etf (VDC) 0.1 $346k 2.0k 173.78
MetLife (MET) 0.1 $345k 7.4k 46.89
Ishares Tr Msci Eafe Etf (EFA) 0.1 $343k 4.7k 72.98
Select Sector Spdr Tr Technology (XLK) 0.1 $342k 2.6k 129.84
Ishares Gold Trust Ishares 0.1 $334k 19k 18.10
Square Cl A (SQ) 0.1 $330k 1.5k 217.39
Dominion Resources (D) 0.1 $330k 4.4k 75.21
Blackrock Muniyield Insured Fund (MYI) 0.1 $325k 23k 14.46
BlackRock Credit All Inc Trust IV (BTZ) 0.1 $325k 22k 14.71
Wec Energy Group (WEC) 0.1 $323k 3.5k 91.94
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $319k 1.2k 267.39
PIMCO Corporate Income Fund (PCN) 0.1 $314k 18k 17.27
Carrier Global Corporation (CARR) 0.1 $311k 8.2k 37.76
V.F. Corporation (VFC) 0.1 $309k 3.6k 85.41
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $308k 1.1k 287.05
Enbridge (ENB) 0.1 $300k 9.4k 31.96
Sanofi Sponsored Adr (SNY) 0.1 $300k 6.2k 48.67
Applied Materials (AMAT) 0.1 $298k 3.5k 86.30
Constellation Brands Cl A (STZ) 0.1 $298k 1.4k 219.28
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $297k 3.5k 85.03
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $297k 2.8k 108.00
Ishares Tr Nasdaq Biotech (IBB) 0.1 $296k 2.0k 151.64
Progressive Corporation (PGR) 0.1 $290k 2.9k 98.91
Otis Worldwide Corp (OTIS) 0.1 $289k 4.3k 67.46
Marvell Technology Group Ord 0.1 $286k 6.0k 47.60
Lincoln National Corporation (LNC) 0.1 $286k 5.7k 50.29
Eaton Corp SHS (ETN) 0.1 $281k 2.3k 119.98
Dupont De Nemours (DD) 0.1 $280k 3.9k 70.99
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $279k 2.5k 113.32
Hasbro (HAS) 0.1 $273k 2.9k 93.53
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $271k 1.1k 236.47
Nuveen Ga Div Adv Mun Fd 2 0.1 $269k 21k 13.07
CVS Caremark Corporation (CVS) 0.1 $267k 3.9k 68.23
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $267k 3.2k 82.41
Federal Signal Corporation (FSS) 0.1 $265k 8.0k 33.12
Wells Fargo & Company (WFC) 0.1 $262k 8.7k 30.23
Vanguard World Fds Utilities Etf (VPU) 0.1 $262k 1.9k 137.24
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.1 $254k 9.8k 25.98
Toronto Dominion Bk Ont Com New (TD) 0.1 $254k 4.5k 56.34
Crown Castle Intl (CCI) 0.1 $254k 1.6k 159.25
Boeing Company (BA) 0.1 $252k 1.2k 213.92
Genuine Parts Company (GPC) 0.1 $248k 2.5k 100.40
Vulcan Materials Company (VMC) 0.1 $248k 1.7k 148.50
Clorox Company (CLX) 0.1 $248k 1.2k 201.95
Deere & Company (DE) 0.1 $247k 917.00 269.36
Cigna Corp (CI) 0.1 $245k 1.2k 207.98
Yum! Brands (YUM) 0.1 $241k 2.2k 108.41
Travelers Companies (TRV) 0.1 $240k 1.7k 140.60
Abiomed 0.1 $229k 706.00 324.36
Tractor Supply Company (TSCO) 0.1 $225k 1.6k 140.62
Broadridge Financial Solutions (BR) 0.1 $224k 1.5k 153.32
Western Asset Municipal D Opp Trust 0.1 $224k 11k 20.84
Ishares Tr Ibonds Dec2022 0.1 $221k 8.4k 26.34
Us Bancorp Del Com New (USB) 0.1 $218k 4.7k 46.69
Citigroup Com New (C) 0.1 $212k 3.4k 61.74
Gilead Sciences (GILD) 0.1 $211k 3.6k 58.30
Ansys (ANSS) 0.1 $211k 579.00 364.42
Ishares Tr Ibonds Dec2021 0.1 $207k 8.0k 25.79
Albemarle Corporation (ALB) 0.1 $207k 1.4k 147.86
Crescent Capital Bdc (CCAP) 0.0 $203k 14k 14.57
Darden Restaurants (DRI) 0.0 $203k 1.7k 119.06
Synovus Finl Corp Com New (SNV) 0.0 $201k 6.2k 32.34
Allianzgi Equity & Conv In 0.0 $201k 7.1k 28.31
Franklin Street Properties (FSP) 0.0 $197k 45k 4.36
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $188k 12k 15.12
General Electric Company 0.0 $184k 17k 10.83
Blackrock Mun Income Tr Sh Ben Int (BFK) 0.0 $183k 12k 15.51
Ford Motor Company (F) 0.0 $116k 13k 8.79
Mfs High Income Mun Tr Sh Ben Int (CXE) 0.0 $76k 15k 5.07
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $70k 11k 6.17
Exantas Cap Corp Com New 0.0 $40k 10k 4.00