Sound View Wealth Advisors Group

Sound View Wealth Advisors Group as of June 30, 2021

Portfolio Holdings for Sound View Wealth Advisors Group

Sound View Wealth Advisors Group holds 284 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 3.6 $17M 127k 136.96
Microsoft Corporation (MSFT) 3.3 $16M 58k 270.90
Johnson & Johnson (JNJ) 2.2 $11M 64k 164.73
Ishares Tr Ibonds Dec23 Etf 2.2 $10M 395k 26.08
Vanguard Specialized Funds Div App Etf (VIG) 2.1 $9.9M 64k 154.79
Ishares Tr Ibonds Dec25 Etf (IBDQ) 2.1 $9.9M 366k 26.99
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.9 $9.1M 88k 103.97
Amazon (AMZN) 1.9 $9.0M 2.6k 3440.30
Ishares Tr Ibonds Dec22 Etf 1.9 $8.9M 352k 25.40
Ishares Tr Ibonds Dec24 Etf (IBDP) 1.7 $8.2M 309k 26.37
Home Depot (HD) 1.7 $8.1M 25k 318.87
Ishares Tr Ibonds Dec2026 (IBDR) 1.7 $7.9M 296k 26.61
Tesla Motors (TSLA) 1.6 $7.6M 11k 679.71
Procter & Gamble Company (PG) 1.6 $7.5M 55k 134.92
JPMorgan Chase & Co. (JPM) 1.4 $6.9M 44k 155.54
Ishares Tr Core Div Grwth (DGRO) 1.4 $6.5M 129k 50.36
Verizon Communications (VZ) 1.4 $6.5M 116k 56.03
Vanguard World Fds Inf Tech Etf (VGT) 1.3 $6.3M 16k 398.76
Alphabet Cap Stk Cl C (GOOG) 1.2 $5.8M 2.3k 2506.43
Eli Lilly & Co. (LLY) 1.2 $5.8M 25k 229.52
McDonald's Corporation (MCD) 1.1 $5.3M 23k 230.99
Coca-Cola Company (KO) 1.1 $5.1M 95k 54.11
Amgen (AMGN) 1.1 $5.1M 21k 243.76
Intel Corporation (INTC) 1.1 $5.1M 91k 56.14
Southern Company (SO) 1.1 $5.0M 83k 60.51
Abbvie (ABBV) 1.0 $5.0M 44k 112.64
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.0 $4.9M 65k 75.62
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 1.0 $4.9M 100k 48.60
Ishares Tr Rus 1000 Grw Etf (IWF) 1.0 $4.8M 18k 271.46
Ishares Tr Core Us Aggbd Et (AGG) 1.0 $4.7M 41k 115.33
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.0 $4.6M 13k 344.98
Pfizer (PFE) 0.9 $4.5M 115k 39.16
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $4.4M 13k 354.39
Proshares Tr S&p 500 Dv Arist (NOBL) 0.9 $4.4M 49k 90.63
Pepsi (PEP) 0.9 $4.4M 29k 148.17
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $4.2M 15k 277.89
Kimberly-Clark Corporation (KMB) 0.9 $4.1M 31k 133.78
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $3.9M 10k 393.51
Ishares Tr Pfd And Incm Sec (PFF) 0.8 $3.9M 100k 39.34
Vanguard Index Fds Value Etf (VTV) 0.8 $3.7M 27k 137.46
Merck & Co (MRK) 0.8 $3.6M 46k 77.78
DNP Select Income Fund (DNP) 0.7 $3.3M 315k 10.45
Chevron Corporation (CVX) 0.7 $3.2M 31k 104.75
General Dynamics Corporation (GD) 0.7 $3.1M 17k 188.28
Wal-Mart Stores (WMT) 0.6 $2.9M 21k 141.00
Ishares Tr Ibonds Dec21 Etf 0.6 $2.8M 113k 24.78
Diageo Spon Adr New (DEO) 0.6 $2.8M 14k 191.71
Alphabet Cap Stk Cl A (GOOGL) 0.6 $2.7M 1.1k 2442.07
Walt Disney Company (DIS) 0.6 $2.7M 15k 175.78
General Mills (GIS) 0.5 $2.5M 41k 60.94
International Business Machines (IBM) 0.5 $2.5M 17k 146.60
Qualcomm (QCOM) 0.5 $2.5M 17k 142.91
Nextera Energy (NEE) 0.5 $2.4M 33k 73.27
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.5 $2.3M 45k 51.29
Ishares Tr Rus Mid Cap Etf (IWR) 0.5 $2.3M 29k 79.24
Abbott Laboratories (ABT) 0.5 $2.2M 19k 115.91
Global Payments (GPN) 0.4 $2.1M 11k 187.57
Ishares Tr National Mun Etf (MUB) 0.4 $2.1M 18k 117.23
AFLAC Incorporated (AFL) 0.4 $2.1M 40k 53.65
Comcast Corp Cl A (CMCSA) 0.4 $2.1M 37k 57.03
Philip Morris International (PM) 0.4 $2.1M 21k 99.13
Automatic Data Processing (ADP) 0.4 $2.0M 9.8k 198.66
NVIDIA Corporation (NVDA) 0.4 $1.9M 2.4k 800.08
Honeywell International (HON) 0.4 $1.9M 8.8k 219.31
Vanguard Index Fds Growth Etf (VUG) 0.4 $1.9M 6.6k 286.76
Vanguard World Fds Health Car Etf (VHT) 0.4 $1.8M 7.5k 247.12
Facebook Cl A (META) 0.4 $1.8M 5.3k 347.77
Federated Hermes CL B (FHI) 0.4 $1.8M 54k 33.91
Illinois Tool Works (ITW) 0.4 $1.8M 8.1k 223.61
Altria (MO) 0.4 $1.8M 38k 47.69
Visa Com Cl A (V) 0.4 $1.7M 7.4k 233.75
Bristol Myers Squibb (BMY) 0.4 $1.7M 26k 66.81
Broadcom (AVGO) 0.4 $1.7M 3.6k 477.03
Medtronic SHS (MDT) 0.4 $1.7M 14k 124.12
Emerson Electric (EMR) 0.4 $1.7M 18k 96.24
Cisco Systems (CSCO) 0.4 $1.7M 32k 53.01
3M Company (MMM) 0.3 $1.6M 8.3k 198.62
Thermo Fisher Scientific (TMO) 0.3 $1.6M 3.2k 504.48
American Electric Power Company (AEP) 0.3 $1.6M 19k 84.62
Digital Realty Trust (DLR) 0.3 $1.6M 11k 150.47
Duke Energy Corp Com New (DUK) 0.3 $1.6M 16k 98.70
Exxon Mobil Corporation (XOM) 0.3 $1.6M 25k 63.10
UnitedHealth (UNH) 0.3 $1.5M 3.8k 400.52
Texas Instruments Incorporated (TXN) 0.3 $1.5M 8.0k 192.37
Lockheed Martin Corporation (LMT) 0.3 $1.5M 4.0k 378.47
W.R. Berkley Corporation (WRB) 0.3 $1.5M 21k 74.43
Bank of America Corporation (BAC) 0.3 $1.5M 37k 41.23
Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $1.4M 12k 122.29
At&t (T) 0.3 $1.4M 48k 28.78
PNC Financial Services (PNC) 0.3 $1.4M 7.2k 190.83
Oracle Corporation (ORCL) 0.3 $1.4M 17k 77.85
Astrazeneca Sponsored Adr (AZN) 0.3 $1.3M 22k 59.89
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $1.3M 18k 73.59
Kinder Morgan (KMI) 0.3 $1.3M 72k 18.22
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $1.3M 8.0k 158.65
Shopify Cl A (SHOP) 0.3 $1.3M 856.00 1461.45
Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $1.2M 7.1k 173.43
Ishares Tr Rus 1000 Etf (IWB) 0.3 $1.2M 5.1k 242.09
Lowe's Companies (LOW) 0.3 $1.2M 6.3k 194.01
Vanguard World Fds Consum Dis Etf (VCR) 0.2 $1.2M 3.8k 314.04
Equifax (EFX) 0.2 $1.2M 4.9k 239.44
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.2M 5.2k 222.78
Raytheon Technologies Corp (RTX) 0.2 $1.1M 13k 85.32
Cme (CME) 0.2 $1.1M 5.3k 212.68
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $1.1M 9.9k 113.17
Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.1M 4.8k 229.41
Regeneron Pharmaceuticals (REGN) 0.2 $1.1M 2.0k 558.63
Air Products & Chemicals (APD) 0.2 $1.1M 3.7k 287.71
Aon Shs Cl A (AON) 0.2 $1.1M 4.4k 238.82
Paychex (PAYX) 0.2 $1.0M 9.8k 107.34
Lam Research Corporation (LRCX) 0.2 $1.0M 1.6k 650.53
Nike CL B (NKE) 0.2 $1.0M 6.7k 154.44
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $1.0M 9.7k 104.73
salesforce (CRM) 0.2 $1.0M 4.2k 244.30
Reaves Util Income Com Sh Ben Int (UTG) 0.2 $957k 28k 34.31
Select Sector Spdr Tr Technology (XLK) 0.2 $936k 6.3k 147.63
Norfolk Southern (NSC) 0.2 $936k 3.5k 265.46
Stryker Corporation (SYK) 0.2 $919k 3.5k 259.60
Zoetis Cl A (ZTS) 0.2 $895k 4.8k 186.46
Target Corporation (TGT) 0.2 $886k 3.7k 241.75
Paypal Holdings (PYPL) 0.2 $865k 3.0k 291.64
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.2 $852k 9.9k 86.06
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $850k 13k 63.42
Baxter International (BAX) 0.2 $827k 10k 80.53
Netflix (NFLX) 0.2 $818k 1.5k 528.08
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.2 $803k 4.4k 182.04
Costco Wholesale Corporation (COST) 0.2 $793k 2.0k 395.51
PPL Corporation (PPL) 0.2 $790k 28k 27.97
Intuitive Surgical Com New (ISRG) 0.2 $780k 848.00 919.81
Waste Management (WM) 0.2 $770k 5.5k 140.10
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $762k 6.0k 126.01
Zimmer Holdings (ZBH) 0.2 $758k 4.7k 160.87
Public Service Enterprise (PEG) 0.2 $757k 13k 59.72
Ishares Tr Core S&p500 Etf (IVV) 0.2 $743k 1.7k 429.98
Ishares Tr Core Msci Eafe (IEFA) 0.2 $741k 9.9k 74.83
Northrop Grumman Corporation (NOC) 0.2 $725k 2.0k 363.59
NN (NNBR) 0.2 $721k 98k 7.35
Kansas City Southern Com New 0.2 $715k 2.5k 283.51
CSX Corporation (CSX) 0.1 $713k 22k 32.10
Tractor Supply Company (TSCO) 0.1 $709k 3.8k 186.04
American Express Company (AXP) 0.1 $686k 4.2k 165.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $679k 1.6k 428.39
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $659k 5.8k 113.00
Intuit (INTU) 0.1 $655k 1.3k 490.27
FedEx Corporation (FDX) 0.1 $652k 2.2k 298.13
Ishares Tr Select Divid Etf (DVY) 0.1 $634k 5.4k 116.63
Park National Corporation (PRK) 0.1 $633k 5.4k 117.37
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $626k 7.3k 85.87
Unilever Spon Adr New (UL) 0.1 $625k 11k 58.48
Fidelity National Information Services (FIS) 0.1 $615k 4.3k 141.64
Hershey Company (HSY) 0.1 $612k 3.5k 174.31
Ishares Tr Core High Dv Etf (HDV) 0.1 $609k 6.3k 96.50
Spdr Gold Tr Gold Shs (GLD) 0.1 $602k 3.6k 165.52
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $593k 2.5k 237.20
Walgreen Boots Alliance (WBA) 0.1 $587k 11k 52.58
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $584k 5.1k 114.89
BlackRock (BLK) 0.1 $551k 630.00 874.60
American Tower Reit (AMT) 0.1 $548k 2.0k 270.22
Caterpillar (CAT) 0.1 $548k 2.5k 217.81
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $547k 2.4k 226.97
Rockwell Automation (ROK) 0.1 $547k 1.9k 285.94
Simon Property (SPG) 0.1 $541k 4.1k 130.39
Vanguard Index Fds Small Cp Etf (VB) 0.1 $540k 2.4k 225.28
Moody's Corporation (MCO) 0.1 $534k 1.5k 362.03
Intercontinental Exchange (ICE) 0.1 $527k 4.4k 118.77
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $520k 5.6k 92.53
Mondelez Intl Cl A (MDLZ) 0.1 $512k 8.2k 62.41
Equinix (EQIX) 0.1 $506k 631.00 801.90
Progressive Corporation (PGR) 0.1 $505k 5.1k 98.25
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $505k 9.1k 55.37
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $500k 9.2k 54.31
TJX Companies (TJX) 0.1 $498k 7.4k 67.46
United Parcel Service CL B (UPS) 0.1 $498k 2.4k 207.93
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $494k 4.1k 120.17
Advanced Micro Devices (AMD) 0.1 $494k 5.3k 93.86
Ishares Tr Intrm Gov Cr Etf (GVI) 0.1 $493k 4.3k 115.62
Union Pacific Corporation (UNP) 0.1 $487k 2.2k 219.96
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $484k 2.4k 201.50
Adobe Systems Incorporated (ADBE) 0.1 $484k 827.00 585.25
Applied Materials (AMAT) 0.1 $480k 3.4k 142.35
Totalenergies Se Sponsored Ads (TTE) 0.1 $470k 10k 45.30
Anthem (ELV) 0.1 $466k 1.2k 381.65
Ishares Tr Ibonds 27 Etf (IBDS) 0.1 $462k 17k 27.06
Danaher Corporation (DHR) 0.1 $459k 1.7k 268.26
Colgate-Palmolive Company (CL) 0.1 $457k 5.6k 81.37
Ishares Core Msci Emkt (IEMG) 0.1 $444k 6.6k 66.92
International Flavors & Fragrances (IFF) 0.1 $435k 2.9k 149.54
MetLife (MET) 0.1 $434k 7.3k 59.80
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $425k 6.1k 69.95
Truist Financial Corp equities (TFC) 0.1 $422k 7.6k 55.56
Charter Communications Inc N Cl A (CHTR) 0.1 $421k 584.00 720.89
British Amern Tob Sponsored Adr (BTI) 0.1 $414k 11k 39.35
Enbridge (ENB) 0.1 $414k 10k 40.05
Mastercard Incorporated Cl A (MA) 0.1 $413k 1.1k 365.49
Humana (HUM) 0.1 $412k 931.00 442.53
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $408k 4.9k 82.69
Square Cl A (SQ) 0.1 $403k 1.7k 243.65
Ishares Tr Ishares Biotech (IBB) 0.1 $396k 2.4k 163.70
Marvell Technology (MRVL) 0.1 $387k 6.6k 58.28
Sanofi Sponsored Adr (SNY) 0.1 $383k 7.3k 52.68
SYSCO Corporation (SYY) 0.1 $380k 4.9k 77.82
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $379k 4.0k 95.47
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $376k 6.0k 63.18
Gilead Sciences (GILD) 0.1 $375k 5.5k 68.78
Carrier Global Corporation (CARR) 0.1 $371k 7.6k 48.60
Ishares Tr Ibonds Dec 26 (IBMO) 0.1 $369k 14k 27.00
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $364k 1.2k 311.91
Ishares Tr Msci Eafe Etf (EFA) 0.1 $358k 4.5k 78.96
Wells Fargo & Company (WFC) 0.1 $356k 7.9k 45.30
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.1 $356k 13k 27.29
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $355k 6.5k 54.77
Novartis Sponsored Adr (NVS) 0.1 $354k 3.9k 91.31
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $352k 3.6k 98.46
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $346k 1.2k 290.03
Otis Worldwide Corp (OTIS) 0.1 $342k 4.2k 81.88
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $340k 17k 20.61
PIMCO Corporate Income Fund (PCN) 0.1 $340k 18k 18.70
Ishares Tr Ibonds Dec 27 (IBMP) 0.1 $339k 13k 27.12
Extra Space Storage (EXR) 0.1 $337k 2.1k 163.59
Blackrock Muniyield Insured Fund (MYI) 0.1 $335k 23k 14.86
Becton, Dickinson and (BDX) 0.1 $334k 1.4k 243.62
Eaton Corp SHS (ETN) 0.1 $328k 2.2k 148.22
Cigna Corp (CI) 0.1 $327k 1.4k 236.78
Schlumberger Com Stk (SLB) 0.1 $327k 10k 32.01
CVS Caremark Corporation (CVS) 0.1 $323k 3.9k 83.53
Deere & Company (DE) 0.1 $323k 917.00 352.24
Federal Signal Corporation (FSS) 0.1 $322k 8.0k 40.25
BlackRock Credit All Inc Trust IV (BTZ) 0.1 $321k 21k 15.60
Constellation Brands Cl A (STZ) 0.1 $317k 1.4k 233.95
Ishares Gold Tr Ishares New (IAU) 0.1 $311k 9.2k 33.71
Lincoln National Corporation (LNC) 0.1 $308k 4.9k 62.79
Crown Castle Intl (CCI) 0.1 $305k 1.6k 195.26
Vanguard World Fds Consum Stp Etf (VDC) 0.1 $300k 1.6k 182.70
Select Sector Spdr Tr Energy (XLE) 0.1 $299k 5.6k 53.87
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $297k 2.9k 101.85
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $297k 2.8k 108.00
V.F. Corporation (VFC) 0.1 $296k 3.6k 82.15
Dominion Resources (D) 0.1 $296k 4.0k 73.61
Genuine Parts Company (GPC) 0.1 $291k 2.3k 126.69
Crescent Capital Bdc (CCAP) 0.1 $291k 16k 18.78
Toronto Dominion Bk Ont Com New (TD) 0.1 $286k 4.1k 70.00
Wec Energy Group (WEC) 0.1 $285k 3.2k 88.84
Synovus Finl Corp Com New (SNV) 0.1 $273k 6.2k 43.93
Vulcan Materials Company (VMC) 0.1 $272k 1.6k 174.36
Us Bancorp Del Com New (USB) 0.1 $265k 4.7k 56.87
Hasbro (HAS) 0.1 $265k 2.8k 94.54
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.1 $261k 9.9k 26.27
Yum! Brands (YUM) 0.1 $256k 2.2k 115.16
American Water Works (AWK) 0.1 $253k 1.6k 154.27
Nxp Semiconductors N V (NXPI) 0.1 $253k 1.2k 205.36
Ishares Tr Ibonds Dec2022 0.1 $252k 9.6k 26.29
M&T Bank Corporation (MTB) 0.1 $250k 1.7k 145.35
Darden Restaurants (DRI) 0.1 $249k 1.7k 146.04
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.1 $246k 3.0k 81.13
Citigroup Com New (C) 0.1 $243k 3.4k 70.68
Albemarle Corporation (ALB) 0.1 $239k 1.4k 168.31
General Electric Company 0.1 $239k 18k 13.43
S&p Global (SPGI) 0.1 $238k 581.00 409.64
Broadridge Financial Solutions (BR) 0.0 $236k 1.5k 161.53
Franklin Street Properties (FSP) 0.0 $236k 45k 5.25
Nuveen Ga Div Adv Mun Fd 2 0.0 $232k 17k 13.99
Welltower Inc Com reit (WELL) 0.0 $231k 2.8k 83.03
First Tr Morningstar Divid L SHS (FDL) 0.0 $229k 6.9k 33.15
AutoZone (AZO) 0.0 $224k 150.00 1493.33
Innovator Etfs Tr Russell 2000 P (KJAN) 0.0 $224k 7.2k 31.18
Edwards Lifesciences (EW) 0.0 $222k 2.1k 103.54
Abiomed 0.0 $222k 710.00 312.68
Dupont De Nemours (DD) 0.0 $216k 2.8k 77.53
Virtus Allianzgi Equity & Conv (NIE) 0.0 $215k 7.1k 30.29
General Motors Company (GM) 0.0 $212k 3.6k 59.28
Ishares Tr Esg Scrd S&p Mid (XJH) 0.0 $211k 5.7k 37.13
Xcel Energy (XEL) 0.0 $209k 3.2k 66.03
Ishares Tr Ibonds Dec2021 0.0 $206k 8.0k 25.66
Capital One Financial (COF) 0.0 $206k 1.3k 155.00
Hill-Rom Holdings 0.0 $205k 1.8k 113.83
Epam Systems (EPAM) 0.0 $205k 402.00 509.95
Innovator Etfs Tr S&p 500 Pwr Bu (PAPR) 0.0 $201k 7.1k 28.49
Ansys (ANSS) 0.0 $201k 579.00 347.15
Docusign (DOCU) 0.0 $201k 719.00 279.55
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $196k 13k 15.68
Ford Motor Company (F) 0.0 $192k 13k 14.89
Blackrock Mun Income Tr Sh Ben Int (BFK) 0.0 $162k 11k 15.39
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $127k 12k 10.61
Mfs High Income Mun Tr Sh Ben Int (CXE) 0.0 $79k 15k 5.27