Sound View Wealth Advisors Group

Sound View Wealth Advisors Group as of March 31, 2022

Portfolio Holdings for Sound View Wealth Advisors Group

Sound View Wealth Advisors Group holds 286 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.3 $22M 128k 174.61
Microsoft Corporation (MSFT) 3.5 $19M 61k 308.32
Ishares Tr Ibonds Dec2026 (IBDR) 2.5 $13M 523k 24.65
Tesla Motors (TSLA) 2.3 $12M 12k 1077.57
Ishares Tr Ibonds Dec25 Etf (IBDQ) 2.2 $12M 463k 25.25
Johnson & Johnson (JNJ) 2.2 $11M 64k 177.23
Ishares Tr Ibonds Dec23 Etf 2.1 $11M 436k 25.28
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.9 $9.9M 184k 53.85
Amazon (AMZN) 1.8 $9.6M 3.0k 3260.00
Ishares Tr Ibonds Dec24 Etf (IBDP) 1.8 $9.5M 377k 25.10
Vanguard Specialized Funds Div App Etf (VIG) 1.8 $9.3M 57k 162.15
Ishares Tr Ibonds 27 Etf (IBDS) 1.7 $8.9M 356k 24.94
Procter & Gamble Company (PG) 1.6 $8.6M 56k 152.80
Home Depot (HD) 1.5 $7.7M 26k 299.31
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.4 $7.5M 95k 78.89
Ishares Tr Core Div Grwth (DGRO) 1.4 $7.5M 140k 53.41
Eli Lilly & Co. (LLY) 1.4 $7.2M 25k 286.39
Alphabet Cap Stk Cl C (GOOG) 1.3 $6.8M 2.5k 2793.47
Abbvie (ABBV) 1.3 $6.7M 41k 162.11
Vanguard World Fds Inf Tech Etf (VGT) 1.3 $6.7M 16k 416.50
JPMorgan Chase & Co. (JPM) 1.2 $6.5M 47k 136.32
Coca-Cola Company (KO) 1.1 $6.0M 96k 62.00
Southern Company (SO) 1.1 $5.9M 82k 72.51
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $5.7M 14k 415.16
Pfizer (PFE) 1.1 $5.6M 108k 51.77
McDonald's Corporation (MCD) 1.0 $5.5M 22k 247.26
Verizon Communications (VZ) 1.0 $5.3M 104k 50.94
Amgen (AMGN) 1.0 $5.2M 22k 241.80
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.0 $5.0M 15k 346.85
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $5.0M 14k 352.94
Chevron Corporation (CVX) 0.9 $5.0M 31k 162.82
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.9 $4.8M 96k 49.91
Pepsi (PEP) 0.9 $4.8M 29k 167.38
Ishares Tr Rus 1000 Grw Etf (IWF) 0.9 $4.8M 17k 277.65
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $4.6M 13k 362.53
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $4.0M 38k 107.09
Merck & Co (MRK) 0.7 $3.9M 48k 82.05
NVIDIA Corporation (NVDA) 0.7 $3.9M 14k 272.86
Intel Corporation (INTC) 0.7 $3.9M 78k 49.56
Wal-Mart Stores (WMT) 0.7 $3.6M 25k 148.92
DNP Select Income Fund (DNP) 0.7 $3.6M 306k 11.82
Vanguard Index Fds Value Etf (VTV) 0.7 $3.6M 24k 147.77
Nextera Energy (NEE) 0.7 $3.6M 42k 84.70
Kimberly-Clark Corporation (KMB) 0.7 $3.5M 29k 123.17
Alphabet Cap Stk Cl A (GOOGL) 0.7 $3.5M 1.2k 2781.07
General Dynamics Corporation (GD) 0.7 $3.4M 14k 241.21
Ishares Tr Pfd And Incm Sec (PFF) 0.6 $3.3M 90k 36.41
Exxon Mobil Corporation (XOM) 0.6 $3.1M 38k 82.58
Ishares Tr Rus Mid Cap Etf (IWR) 0.6 $3.1M 40k 78.05
Proshares Tr S&p 500 Dv Arist (NOBL) 0.6 $3.0M 32k 94.92
Diageo Spon Adr New (DEO) 0.6 $2.9M 14k 203.13
Broadcom (AVGO) 0.5 $2.7M 4.3k 629.55
General Mills (GIS) 0.5 $2.7M 40k 67.71
Bristol Myers Squibb (BMY) 0.5 $2.5M 34k 73.03
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.5 $2.5M 51k 48.47
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $2.4M 5.4k 451.66
AFLAC Incorporated (AFL) 0.5 $2.4M 37k 64.39
Qualcomm (QCOM) 0.5 $2.4M 16k 152.83
Abbott Laboratories (ABT) 0.4 $2.4M 20k 118.34
Walt Disney Company (DIS) 0.4 $2.3M 17k 137.18
UnitedHealth (UNH) 0.4 $2.2M 4.4k 510.12
Automatic Data Processing (ADP) 0.4 $2.2M 9.7k 227.58
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $2.2M 19k 112.26
W.R. Berkley Corporation (WRB) 0.4 $2.0M 31k 66.59
American Electric Power Company (AEP) 0.4 $1.9M 20k 99.76
Thermo Fisher Scientific (TMO) 0.4 $1.9M 3.3k 590.81
Comcast Corp Cl A (CMCSA) 0.4 $1.9M 41k 46.82
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $1.9M 8.4k 227.68
Philip Morris International (PM) 0.4 $1.9M 20k 93.96
Vanguard World Fds Health Car Etf (VHT) 0.4 $1.9M 7.3k 254.32
Lockheed Martin Corporation (LMT) 0.3 $1.8M 4.2k 441.35
Duke Energy Corp Com New (DUK) 0.3 $1.8M 16k 111.68
Texas Instruments Incorporated (TXN) 0.3 $1.8M 9.7k 183.44
Altria (MO) 0.3 $1.8M 34k 52.26
Illinois Tool Works (ITW) 0.3 $1.8M 8.5k 209.40
Cisco Systems (CSCO) 0.3 $1.8M 32k 55.77
Raytheon Technologies Corp (RTX) 0.3 $1.8M 18k 99.06
Vanguard Index Fds Growth Etf (VUG) 0.3 $1.8M 6.1k 287.62
Visa Com Cl A (V) 0.3 $1.8M 8.0k 221.75
Lowe's Companies (LOW) 0.3 $1.8M 8.7k 202.15
Emerson Electric (EMR) 0.3 $1.8M 18k 98.07
salesforce (CRM) 0.3 $1.7M 8.2k 212.29
Medtronic SHS (MDT) 0.3 $1.7M 16k 110.96
International Business Machines (IBM) 0.3 $1.7M 13k 130.04
Bank of America Corporation (BAC) 0.3 $1.6M 39k 41.22
Ishares Tr National Mun Etf (MUB) 0.3 $1.6M 14k 109.61
Oracle Corporation (ORCL) 0.3 $1.5M 18k 82.72
Federated Hermes CL B (FHI) 0.3 $1.5M 43k 34.06
Select Sector Spdr Tr Technology (XLK) 0.3 $1.5M 9.2k 158.97
Global Payments (GPN) 0.3 $1.4M 11k 136.82
Kinder Morgan (KMI) 0.3 $1.4M 76k 18.91
Costco Wholesale Corporation (COST) 0.3 $1.4M 2.5k 575.98
Astrazeneca Sponsored Adr (AZN) 0.3 $1.4M 21k 66.34
Ishares Tr Rus 1000 Etf (IWB) 0.3 $1.4M 5.6k 250.04
Paychex (PAYX) 0.3 $1.4M 10k 136.45
Digital Realty Trust (DLR) 0.3 $1.4M 9.6k 141.85
Regeneron Pharmaceuticals (REGN) 0.3 $1.3M 1.9k 698.59
PNC Financial Services (PNC) 0.3 $1.3M 7.2k 184.40
Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.3M 6.4k 205.26
Northrop Grumman Corporation (NOC) 0.2 $1.3M 2.9k 447.06
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $1.3M 9.3k 137.02
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $1.3M 7.7k 165.95
Honeywell International (HON) 0.2 $1.3M 6.5k 194.64
Cme (CME) 0.2 $1.3M 5.3k 237.86
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $1.2M 16k 77.58
3M Company (MMM) 0.2 $1.2M 8.1k 148.85
Progressive Corporation (PGR) 0.2 $1.2M 10k 113.94
Meta Platforms Cl A (META) 0.2 $1.2M 5.2k 222.33
Equifax (EFX) 0.2 $1.1M 4.7k 237.08
Ishares Tr Ibonds Dec22 Etf 0.2 $1.1M 43k 25.04
Lam Research Corporation (LRCX) 0.2 $1.0M 1.9k 537.72
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $982k 9.8k 100.53
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $981k 4.1k 237.82
Norfolk Southern (NSC) 0.2 $970k 3.4k 285.21
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.2 $949k 11k 89.03
Target Corporation (TGT) 0.2 $941k 4.4k 212.13
Aon Shs Cl A (AON) 0.2 $934k 2.9k 325.66
Nike CL B (NKE) 0.2 $922k 6.9k 134.56
Vanguard World Fds Consum Dis Etf (VCR) 0.2 $905k 3.0k 305.33
Crown Castle Intl (CCI) 0.2 $905k 4.9k 184.62
Public Service Enterprise (PEG) 0.2 $884k 13k 69.96
Waste Management (WM) 0.2 $851k 5.4k 158.50
CSX Corporation (CSX) 0.2 $849k 23k 37.47
Baxter International (BAX) 0.2 $848k 11k 77.58
Tractor Supply Company (TSCO) 0.2 $814k 3.5k 233.44
Stryker Corporation (SYK) 0.2 $811k 3.0k 267.39
Vanguard Index Fds Small Cp Etf (VB) 0.2 $804k 3.8k 212.47
Ishares Tr Ibonds Dec 26 (IBMO) 0.2 $799k 31k 25.51
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $796k 11k 74.47
Reaves Util Income Com Sh Ben Int (UTG) 0.2 $794k 23k 34.57
Wells Fargo & Company (WFC) 0.1 $783k 16k 48.44
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $783k 10k 75.91
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $783k 3.0k 260.91
Ishares Tr Select Divid Etf (DVY) 0.1 $779k 6.1k 128.19
Ishares Tr Core S&p500 Etf (IVV) 0.1 $777k 1.7k 453.59
Zoetis Cl A (ZTS) 0.1 $775k 4.1k 188.66
Hershey Company (HSY) 0.1 $761k 3.5k 216.50
American Express Company (AXP) 0.1 $758k 4.1k 187.07
Ishares Tr Core Msci Eafe (IEFA) 0.1 $757k 11k 69.47
Intuitive Surgical Com New (ISRG) 0.1 $750k 2.5k 301.81
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $749k 6.9k 107.86
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $748k 7.4k 101.33
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $747k 13k 57.55
Zimmer Holdings (ZBH) 0.1 $717k 5.6k 127.90
Park National Corporation (PRK) 0.1 $709k 5.4k 131.47
Ishares Tr Core High Dv Etf (HDV) 0.1 $692k 6.5k 106.89
Nutrien (NTR) 0.1 $678k 6.5k 103.92
Intuit (INTU) 0.1 $670k 1.4k 480.98
Spdr Gold Tr Gold Shs (GLD) 0.1 $658k 3.6k 180.62
Advanced Micro Devices (AMD) 0.1 $650k 5.9k 109.28
FedEx Corporation (FDX) 0.1 $649k 2.8k 231.54
Air Products & Chemicals (APD) 0.1 $630k 2.5k 249.90
Caterpillar (CAT) 0.1 $630k 2.8k 222.93
Danaher Corporation (DHR) 0.1 $612k 2.1k 293.53
PPL Corporation (PPL) 0.1 $605k 21k 28.57
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $597k 5.0k 119.69
Netflix (NFLX) 0.1 $592k 1.6k 374.45
United Parcel Service CL B (UPS) 0.1 $589k 2.7k 214.42
Shopify Cl A (SHOP) 0.1 $584k 864.00 675.93
Anthem (ELV) 0.1 $582k 1.2k 491.55
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $575k 7.2k 79.51
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $568k 5.9k 96.91
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $565k 11k 51.61
Waste Connections (WCN) 0.1 $562k 4.0k 139.77
Union Pacific Corporation (UNP) 0.1 $560k 2.0k 273.30
Mondelez Intl Cl A (MDLZ) 0.1 $552k 8.8k 62.73
At&t (T) 0.1 $549k 23k 23.62
Servicenow (NOW) 0.1 $533k 957.00 556.95
Ishares Tr Ishares Biotech (IBB) 0.1 $516k 4.0k 130.37
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $515k 3.1k 168.19
MetLife (MET) 0.1 $514k 7.3k 70.31
BlackRock (BLK) 0.1 $509k 666.00 764.26
Vanguard World Fds Financials Etf (VFH) 0.1 $508k 5.4k 93.37
Ishares Tr Ibonds Dec (IBMM) 0.1 $504k 19k 26.02
Moody's Corporation (MCO) 0.1 $498k 1.5k 337.17
Ishares Tr Ibonds Dec 25 (IBMN) 0.1 $498k 19k 26.67
Mastercard Incorporated Cl A (MA) 0.1 $496k 1.4k 357.09
Ishares Tr Ibonds Dec2023 0.1 $495k 19k 25.49
Applied Materials (AMAT) 0.1 $476k 3.6k 131.93
American Tower Reit (AMT) 0.1 $474k 1.9k 251.19
Walgreen Boots Alliance (WBA) 0.1 $472k 11k 44.74
Simon Property (SPG) 0.1 $470k 3.6k 131.47
Unilever Spon Adr New (UL) 0.1 $461k 10k 45.57
SYSCO Corporation (SYY) 0.1 $457k 5.6k 81.67
Select Sector Spdr Tr Energy (XLE) 0.1 $452k 5.9k 76.43
Equinix (EQIX) 0.1 $451k 608.00 741.78
Intercontinental Exchange (ICE) 0.1 $451k 3.4k 132.06
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $446k 4.3k 104.33
Canadian Pacific Railway 0.1 $446k 5.4k 82.52
Williams Companies (WMB) 0.1 $446k 13k 33.40
Humana (HUM) 0.1 $440k 1.0k 435.21
Ishares Tr Intrm Gov Cr Etf (GVI) 0.1 $430k 4.0k 108.39
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $427k 9.2k 46.17
Fifth Third Ban (FITB) 0.1 $418k 9.7k 43.05
Colgate-Palmolive Company (CL) 0.1 $415k 5.5k 75.79
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $409k 3.2k 128.05
Marvell Technology (MRVL) 0.1 $407k 5.7k 71.67
Ishares Tr Ibonds Dec 27 (IBMP) 0.1 $407k 16k 25.42
Deere & Company (DE) 0.1 $400k 962.00 415.80
Dominion Resources (D) 0.1 $400k 4.7k 84.89
CVS Caremark Corporation (CVS) 0.1 $394k 3.9k 101.23
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $380k 4.9k 78.17
British Amern Tob Sponsored Adr (BTI) 0.1 $377k 8.9k 42.19
Rockwell Automation (ROK) 0.1 $375k 1.3k 280.06
Enbridge (ENB) 0.1 $372k 8.1k 46.13
Sanofi Sponsored Adr (SNY) 0.1 $372k 7.3k 51.27
Charter Communications Inc N Cl A (CHTR) 0.1 $372k 682.00 545.45
Crowdstrike Hldgs Cl A (CRWD) 0.1 $369k 1.6k 227.36
Eaton Corp SHS (ETN) 0.1 $365k 2.4k 151.77
Gilead Sciences (GILD) 0.1 $365k 6.1k 59.43
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $359k 4.7k 76.30
Adobe Systems Incorporated (ADBE) 0.1 $359k 787.00 456.16
Principal Financial (PFG) 0.1 $356k 4.8k 73.43
Vanguard World Fds Consum Stp Etf (VDC) 0.1 $353k 1.8k 195.89
Truist Financial Corp equities (TFC) 0.1 $353k 6.2k 56.72
American Water Works (AWK) 0.1 $352k 2.1k 165.65
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $343k 882.00 388.89
Cigna Corp (CI) 0.1 $343k 1.4k 239.86
Novartis Sponsored Adr (NVS) 0.1 $340k 3.9k 87.70
Ishares Tr Msci Eafe Etf (EFA) 0.1 $339k 4.6k 73.62
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $336k 4.1k 82.94
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $335k 6.5k 51.68
Albemarle Corporation (ALB) 0.1 $332k 1.5k 220.89
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.1 $325k 13k 24.91
Ishares Core Msci Emkt (IEMG) 0.1 $324k 5.8k 55.59
TJX Companies (TJX) 0.1 $323k 5.3k 60.59
Lincoln National Corporation (LNC) 0.1 $321k 4.9k 65.44
Wec Energy Group (WEC) 0.1 $319k 3.2k 99.66
Ishares Tr Esg Scrd S&p Mid (XJH) 0.1 $318k 8.7k 36.62
Carrier Global Corporation (CARR) 0.1 $318k 6.9k 45.83
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $315k 17k 19.03
Toronto Dominion Bk Ont Com New (TD) 0.1 $314k 4.0k 79.41
Ford Motor Company (F) 0.1 $314k 19k 16.89
Constellation Brands Cl A (STZ) 0.1 $313k 1.4k 230.66
Select Sector Spdr Tr Financial (XLF) 0.1 $313k 8.2k 38.27
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $309k 1.1k 269.40
Listed Fd Tr Overlay Shs Shrt (OVT) 0.1 $308k 13k 23.37
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $307k 1.7k 181.98
Schlumberger Com Stk (SLB) 0.1 $303k 7.3k 41.28
AutoZone (AZO) 0.1 $303k 148.00 2047.30
ConocoPhillips (COP) 0.1 $302k 3.0k 99.90
Otis Worldwide Corp (OTIS) 0.1 $301k 3.9k 76.98
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $300k 12k 25.14
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $296k 1.2k 248.11
PIMCO Corporate Income Fund (PCN) 0.1 $286k 18k 15.73
Genuine Parts Company (GPC) 0.1 $282k 2.2k 126.06
Fidelity National Information Services (FIS) 0.1 $278k 2.8k 100.43
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $276k 1.1k 255.56
Generac Holdings (GNRC) 0.1 $270k 907.00 297.68
Extra Space Storage (EXR) 0.1 $270k 1.3k 205.32
Federal Signal Corporation (FSS) 0.1 $270k 8.0k 33.75
First Tr Morningstar Divid L SHS (FDL) 0.1 $267k 7.1k 37.42
Yum! Brands (YUM) 0.1 $265k 2.2k 118.62
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $264k 4.4k 60.00
Franklin Street Properties (FSP) 0.1 $264k 45k 5.90
Ishares Tr Global Tech Etf (IXN) 0.0 $261k 4.5k 58.00
Abiomed 0.0 $261k 787.00 331.64
Paypal Holdings (PYPL) 0.0 $254k 2.2k 115.72
Edwards Lifesciences (EW) 0.0 $253k 2.1k 117.89
S&p Global (SPGI) 0.0 $253k 616.00 410.71
Nxp Semiconductors N V (NXPI) 0.0 $252k 1.4k 185.16
BlackRock Credit All Inc Trust IV (BTZ) 0.0 $250k 20k 12.57
Us Bancorp Del Com New (USB) 0.0 $248k 4.7k 53.22
Synovus Finl Corp Com New (SNV) 0.0 $247k 5.0k 48.95
Vanguard World Fds Comm Srvc Etf (VOX) 0.0 $244k 2.0k 120.14
Welltower Inc Com reit (WELL) 0.0 $242k 2.5k 95.96
Block Cl A (SQ) 0.0 $242k 1.8k 135.88
Hasbro (HAS) 0.0 $239k 2.9k 81.79
Blackrock Muniyield Insured Fund (MYI) 0.0 $234k 19k 12.58
Xcel Energy (XEL) 0.0 $229k 3.2k 72.19
Broadridge Financial Solutions (BR) 0.0 $228k 1.5k 155.84
Darden Restaurants (DRI) 0.0 $227k 1.7k 133.14
Corteva (CTVA) 0.0 $223k 3.9k 57.47
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $215k 19k 11.17
Sprott Physical Gold Tr Unit (PHYS) 0.0 $214k 14k 15.37
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $212k 2.0k 108.27
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $209k 2.0k 104.50
V.F. Corporation (VFC) 0.0 $207k 3.6k 56.96
Dupont De Nemours (DD) 0.0 $205k 2.8k 73.42
Asml Holding N V N Y Registry Shs (ASML) 0.0 $202k 303.00 666.67
Kraft Heinz (KHC) 0.0 $201k 5.1k 39.47
Dow (DOW) 0.0 $201k 3.2k 63.67
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $166k 13k 13.18
Blackrock Mun Income Tr Sh Ben Int (BFK) 0.0 $128k 11k 12.16
Mfs High Income Mun Tr Sh Ben Int (CXE) 0.0 $66k 15k 4.40
Wheels Up Experience Com Cl A 0.0 $47k 15k 3.13