Sound View Wealth Advisors Group

Sound View Wealth Advisors Group as of Dec. 31, 2022

Portfolio Holdings for Sound View Wealth Advisors Group

Sound View Wealth Advisors Group holds 268 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 3.5 $17M 127k 129.93
Microsoft Corporation (MSFT) 3.2 $15M 64k 239.82
Ishares Tr Ibonds Dec2026 (IBDR) 2.6 $12M 530k 23.35
Procter & Gamble Company (PG) 2.5 $12M 79k 151.56
Johnson & Johnson (JNJ) 2.5 $12M 66k 176.65
Ishares Tr Ibonds Dec25 Etf (IBDQ) 2.5 $12M 479k 24.32
Ishares Tr Ibonds Dec23 Etf 2.3 $11M 432k 25.03
Ishares Tr Ibonds Dec24 Etf (IBDP) 2.1 $9.8M 400k 24.42
Ishares Tr Ibonds 27 Etf (IBDS) 1.9 $9.1M 389k 23.37
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.9 $9.0M 200k 45.15
Eli Lilly & Co. (LLY) 1.8 $8.5M 23k 365.84
Vanguard Specialized Funds Div App Etf (VIG) 1.8 $8.3M 55k 151.85
Home Depot (HD) 1.6 $7.6M 24k 315.87
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.6 $7.5M 99k 75.54
Abbvie (ABBV) 1.4 $6.8M 42k 161.61
Ishares Tr Core Div Grwth (DGRO) 1.4 $6.7M 135k 50.00
JPMorgan Chase & Co. (JPM) 1.3 $6.2M 46k 134.10
Enterprise Products Partners (EPD) 1.3 $6.0M 251k 24.12
McDonald's Corporation (MCD) 1.2 $5.9M 22k 263.53
Southern Company (SO) 1.2 $5.7M 79k 71.41
Coca-Cola Company (KO) 1.2 $5.6M 88k 63.61
Amgen (AMGN) 1.1 $5.4M 21k 262.65
Chevron Corporation (CVX) 1.1 $5.4M 30k 179.49
Pfizer (PFE) 1.1 $5.3M 104k 51.24
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.1 $5.2M 16k 331.34
Pepsi (PEP) 1.1 $5.1M 28k 180.66
Merck & Co (MRK) 1.1 $5.1M 46k 110.95
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $4.9M 14k 351.35
Vanguard World Fds Inf Tech Etf (VGT) 1.0 $4.9M 15k 319.41
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $4.8M 16k 308.90
Amazon (AMZN) 1.0 $4.8M 58k 84.00
Tesla Motors (TSLA) 0.9 $4.3M 35k 123.18
Alphabet Cap Stk Cl C (GOOG) 0.9 $4.2M 48k 88.73
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.9 $4.1M 94k 44.00
Kimberly-Clark Corporation (KMB) 0.8 $3.9M 29k 135.75
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $3.8M 14k 266.29
Exxon Mobil Corporation (XOM) 0.8 $3.7M 34k 110.30
Ishares Tr Rus 1000 Grw Etf (IWF) 0.8 $3.6M 17k 214.24
DNP Select Income Fund (DNP) 0.7 $3.5M 308k 11.25
Nextera Energy (NEE) 0.7 $3.4M 41k 83.60
Verizon Communications (VZ) 0.7 $3.4M 86k 39.40
General Dynamics Corporation (GD) 0.7 $3.4M 14k 248.11
Vanguard Index Fds Value Etf (VTV) 0.7 $3.3M 24k 140.37
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $3.1M 16k 191.19
Wal-Mart Stores (WMT) 0.7 $3.1M 22k 141.79
Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $3.0M 28k 108.21
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $3.0M 31k 96.99
General Mills (GIS) 0.6 $2.9M 35k 83.85
AFLAC Incorporated (AFL) 0.6 $2.6M 37k 71.94
Bristol Myers Squibb (BMY) 0.5 $2.6M 36k 71.95
Broadcom (AVGO) 0.5 $2.5M 4.5k 559.11
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $2.5M 6.4k 382.41
Proshares Tr S&p 500 Dv Arist (NOBL) 0.5 $2.4M 27k 89.99
Diageo Spon Adr New (DEO) 0.5 $2.4M 14k 178.19
Alphabet Cap Stk Cl A (GOOGL) 0.5 $2.4M 27k 88.23
Ishares Tr Pfd And Incm Sec (PFF) 0.5 $2.4M 79k 30.53
Automatic Data Processing (ADP) 0.5 $2.3M 9.4k 238.85
Abbott Laboratories (ABT) 0.5 $2.2M 20k 109.79
UnitedHealth (UNH) 0.5 $2.2M 4.1k 530.16
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.5 $2.2M 47k 46.44
Visa Com Cl A (V) 0.4 $2.1M 9.9k 207.77
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $2.0M 30k 67.45
Thermo Fisher Scientific (TMO) 0.4 $2.0M 3.6k 550.71
Philip Morris International (PM) 0.4 $1.9M 19k 101.21
Lockheed Martin Corporation (LMT) 0.4 $1.9M 3.8k 486.46
Illinois Tool Works (ITW) 0.4 $1.9M 8.4k 220.30
Raytheon Technologies Corp (RTX) 0.4 $1.8M 18k 100.92
American Electric Power Company (AEP) 0.4 $1.8M 19k 94.95
Emerson Electric (EMR) 0.4 $1.8M 18k 96.06
International Business Machines (IBM) 0.4 $1.8M 13k 140.89
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $1.8M 13k 135.85
Intel Corporation (INTC) 0.4 $1.7M 66k 26.43
Altria (MO) 0.4 $1.7M 38k 45.71
Deere & Company (DE) 0.4 $1.7M 3.9k 428.76
Qualcomm (QCOM) 0.4 $1.7M 15k 109.94
NVIDIA Corporation (NVDA) 0.3 $1.7M 11k 146.14
Lowe's Companies (LOW) 0.3 $1.6M 8.1k 199.23
Comcast Corp Cl A (CMCSA) 0.3 $1.6M 45k 34.97
Texas Instruments Incorporated (TXN) 0.3 $1.6M 9.5k 165.22
Vanguard World Fds Health Car Etf (VHT) 0.3 $1.6M 6.3k 248.05
Duke Energy Corp Com New (DUK) 0.3 $1.5M 15k 102.99
Ishares Tr Ibonds 24 Trm Ts (IBTE) 0.3 $1.5M 62k 23.85
Costco Wholesale Corporation (COST) 0.3 $1.5M 3.2k 456.56
Astrazeneca Sponsored Adr (AZN) 0.3 $1.5M 22k 67.80
Northrop Grumman Corporation (NOC) 0.3 $1.4M 2.6k 545.55
Federated Hermes CL B (FHI) 0.3 $1.4M 39k 36.31
Cisco Systems (CSCO) 0.3 $1.4M 29k 47.64
Honeywell International (HON) 0.3 $1.4M 6.3k 214.31
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.4M 3.5k 384.17
Select Sector Spdr Tr Technology (XLK) 0.3 $1.3M 11k 124.44
Innovator Etfs Tr Us Eqt Ultra Bfr (UFEB) 0.3 $1.3M 50k 26.32
Bank of America Corporation (BAC) 0.3 $1.3M 40k 33.12
Kinder Morgan (KMI) 0.3 $1.3M 72k 18.08
Medtronic SHS (MDT) 0.3 $1.3M 17k 77.72
Oracle Corporation (ORCL) 0.3 $1.3M 16k 81.74
Ishares Tr Rus 1000 Etf (IWB) 0.3 $1.2M 5.8k 210.51
Vanguard Index Fds Growth Etf (VUG) 0.3 $1.2M 5.7k 213.11
Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.1M 6.5k 174.37
salesforce (CRM) 0.2 $1.1M 8.5k 132.59
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $1.1M 7.3k 151.65
Waste Management (WM) 0.2 $1.1M 6.8k 156.88
Walt Disney Company (DIS) 0.2 $1.1M 12k 86.88
Global Payments (GPN) 0.2 $1.0M 11k 99.32
Paychex (PAYX) 0.2 $1.0M 9.0k 115.56
PNC Financial Services (PNC) 0.2 $1.0M 6.6k 157.94
American Express Company (AXP) 0.2 $1.0M 6.9k 147.76
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $1.0M 14k 74.55
3M Company (MMM) 0.2 $997k 8.3k 119.92
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $988k 14k 72.10
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $969k 4.8k 203.80
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $963k 14k 70.50
Caterpillar (CAT) 0.2 $953k 4.0k 239.53
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $937k 2.00 468711.00
Ishares Tr Ibonds Dec 26 (IBMO) 0.2 $922k 37k 25.21
Equifax (EFX) 0.2 $902k 4.6k 194.36
Ishares Tr Select Divid Etf (DVY) 0.2 $887k 7.4k 120.59
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $886k 18k 50.14
Cme (CME) 0.2 $866k 5.2k 168.15
Digital Realty Trust (DLR) 0.2 $824k 8.2k 100.27
Progressive Corporation (PGR) 0.2 $822k 6.3k 129.70
Norfolk Southern (NSC) 0.2 $820k 3.3k 246.45
Aon Shs Cl A (AON) 0.2 $810k 2.7k 300.15
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.2 $799k 11k 76.13
Ishares Tr Core Msci Eafe (IEFA) 0.2 $777k 13k 61.64
Public Service Enterprise (PEG) 0.2 $769k 13k 61.27
Lam Research Corporation (LRCX) 0.2 $766k 1.8k 420.30
Williams Companies (WMB) 0.2 $761k 23k 32.90
Park National Corporation (PRK) 0.2 $759k 5.4k 140.75
Nike CL B (NKE) 0.2 $751k 6.4k 117.01
Tractor Supply Company (TSCO) 0.2 $744k 3.3k 224.94
Air Products & Chemicals (APD) 0.2 $736k 2.4k 308.30
Stryker Corporation (SYK) 0.2 $735k 3.0k 244.47
CSX Corporation (CSX) 0.1 $689k 22k 30.98
Zimmer Holdings (ZBH) 0.1 $678k 5.3k 127.50
Smucker J M Com New (SJM) 0.1 $667k 4.2k 158.46
Target Corporation (TGT) 0.1 $658k 4.4k 149.06
Intuitive Surgical Com New (ISRG) 0.1 $656k 2.5k 265.35
Zoetis Cl A (ZTS) 0.1 $648k 4.4k 146.56
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $646k 2.2k 288.78
Ishares Tr Ibonds Dec (IBMM) 0.1 $630k 25k 25.75
Ishares Tr Ibonds Dec 25 (IBMN) 0.1 $626k 24k 26.37
Reaves Util Income Com Sh Ben Int (UTG) 0.1 $615k 22k 28.27
Principal Financial (PFG) 0.1 $610k 7.3k 83.92
PPL Corporation (PPL) 0.1 $606k 21k 29.22
Wells Fargo & Company (WFC) 0.1 $604k 15k 41.29
Union Pacific Corporation (UNP) 0.1 $597k 2.9k 207.07
Baxter International (BAX) 0.1 $592k 12k 50.97
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $578k 4.3k 135.24
Select Sector Spdr Tr Energy (XLE) 0.1 $576k 6.6k 87.48
Rockwell Automation (ROK) 0.1 $576k 2.2k 257.52
Ishares Tr Core High Dv Etf (HDV) 0.1 $566k 5.4k 104.25
Mondelez Intl Cl A (MDLZ) 0.1 $565k 8.5k 66.65
Ishares Tr Ibonds Dec2023 0.1 $564k 22k 25.35
Anthem (ELV) 0.1 $557k 1.1k 513.14
Crown Castle Intl (CCI) 0.1 $539k 4.0k 135.62
Danaher Corporation (DHR) 0.1 $530k 2.0k 265.43
Ishares Tr National Mun Etf (MUB) 0.1 $530k 5.0k 105.52
Ishares Tr Ibonds Dec 27 (IBMP) 0.1 $525k 21k 25.07
Ishares Tr Ishares Biotech (IBB) 0.1 $520k 4.0k 131.28
Gilead Sciences (GILD) 0.1 $519k 6.0k 85.85
Spdr Gold Tr Gold Shs (GLD) 0.1 $513k 3.0k 169.64
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $510k 6.0k 84.75
Humana (HUM) 0.1 $506k 987.00 512.19
United Parcel Service CL B (UPS) 0.1 $502k 2.9k 173.84
BlackRock (BLK) 0.1 $502k 708.00 708.85
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $497k 6.9k 71.84
Waste Connections (WCN) 0.1 $496k 3.7k 132.56
Simon Property (SPG) 0.1 $495k 4.2k 117.48
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $491k 5.9k 83.60
Extra Space Storage (EXR) 0.1 $486k 3.3k 147.17
Mastercard Incorporated Cl A (MA) 0.1 $473k 1.4k 347.80
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $464k 9.9k 46.74
Cigna Corp (CI) 0.1 $457k 1.4k 331.34
Advanced Micro Devices (AMD) 0.1 $456k 7.0k 64.77
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $454k 4.3k 105.34
Meta Platforms Cl A (META) 0.1 $453k 3.8k 120.34
Equinix (EQIX) 0.1 $451k 689.00 655.18
Schlumberger Com Stk (SLB) 0.1 $446k 8.4k 53.46
Vanguard World Fds Financials Etf (VFH) 0.1 $442k 5.3k 82.73
Unilever Spon Adr New (UL) 0.1 $428k 8.5k 50.35
Genuine Parts Company (GPC) 0.1 $428k 2.5k 173.51
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $427k 5.2k 82.32
Colgate-Palmolive Company (CL) 0.1 $422k 5.4k 78.79
Regeneron Pharmaceuticals (REGN) 0.1 $415k 575.00 721.49
Intuit (INTU) 0.1 $413k 1.1k 389.25
Moody's Corporation (MCO) 0.1 $411k 1.5k 278.62
Vanguard Index Fds Small Cp Etf (VB) 0.1 $406k 2.2k 183.54
Ishares Tr Intrm Gov Cr Etf (GVI) 0.1 $402k 3.9k 102.45
American Tower Reit (AMT) 0.1 $401k 1.9k 211.81
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $399k 4.2k 94.63
Canadian Pacific Railway 0.1 $394k 5.3k 74.59
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $393k 2.7k 145.93
Intercontinental Exchange (ICE) 0.1 $391k 3.8k 102.60
At&t (T) 0.1 $390k 21k 18.41
TJX Companies (TJX) 0.1 $389k 4.9k 79.60
Netflix (NFLX) 0.1 $378k 1.3k 294.88
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $368k 9.4k 38.98
Eaton Corp SHS (ETN) 0.1 $366k 2.3k 156.95
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $364k 4.8k 75.20
Fifth Third Ban (FITB) 0.1 $359k 11k 32.81
Simplify Exchange Traded Fun Simplify Interst (PFIX) 0.1 $358k 5.0k 71.61
ConocoPhillips (COP) 0.1 $356k 3.0k 118.00
MetLife (MET) 0.1 $347k 4.8k 72.37
AutoZone (AZO) 0.1 $340k 138.00 2466.18
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $323k 6.5k 49.82
Sanofi Sponsored Adr (SNY) 0.1 $313k 6.5k 48.43
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) 0.1 $309k 10k 30.07
Ford Motor Company (F) 0.1 $305k 26k 11.63
Otis Worldwide Corp (OTIS) 0.1 $304k 3.9k 78.32
Constellation Brands Cl A (STZ) 0.1 $304k 1.3k 231.77
Nutrien (NTR) 0.1 $303k 4.2k 73.03
SYSCO Corporation (SYY) 0.1 $303k 4.0k 76.45
CVS Caremark Corporation (CVS) 0.1 $301k 3.2k 93.20
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $300k 4.0k 74.50
Wec Energy Group (WEC) 0.1 $296k 3.2k 93.76
Ishares Tr Msci Eafe Etf (EFA) 0.1 $293k 4.5k 65.65
Truist Financial Corp equities (TFC) 0.1 $290k 6.7k 43.03
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $289k 2.3k 125.11
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $278k 17k 16.80
British Amern Tob Sponsored Adr (BTI) 0.1 $276k 6.9k 39.98
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $273k 3.3k 82.49
Hershey Company (HSY) 0.1 $270k 1.2k 231.61
Dominion Resources (D) 0.1 $270k 4.4k 61.33
Ishares Core Msci Emkt (IEMG) 0.1 $269k 5.8k 46.70
Applied Materials (AMAT) 0.1 $267k 2.7k 97.38
Carrier Global Corporation (CARR) 0.1 $267k 6.5k 41.25
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $266k 949.00 279.98
Walgreen Boots Alliance (WBA) 0.1 $264k 7.1k 37.36
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $263k 4.5k 58.50
Select Sector Spdr Tr Financial (XLF) 0.1 $263k 7.7k 34.20
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $261k 1.6k 163.55
Enbridge (ENB) 0.1 $259k 6.6k 39.10
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $257k 11k 23.67
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $254k 1.3k 202.94
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $251k 21k 11.87
Ishares Tr Esg Scrd S&p Mid (XJH) 0.1 $249k 7.6k 32.80
Neurocrine Biosciences (NBIX) 0.1 $244k 2.0k 119.44
Kraft Heinz (KHC) 0.1 $244k 6.0k 40.71
Servicenow (NOW) 0.1 $240k 618.00 388.27
Shopify Cl A (SHOP) 0.0 $236k 6.8k 34.71
Darden Restaurants (DRI) 0.0 $236k 1.7k 138.33
Capital One Financial (COF) 0.0 $231k 2.5k 92.96
Palo Alto Networks (PANW) 0.0 $227k 1.6k 139.54
Sprott Physical Gold Tr Unit (PHYS) 0.0 $225k 16k 14.10
Accenture Plc Ireland Shs Class A (ACN) 0.0 $225k 843.00 266.84
Novartis Sponsored Adr (NVS) 0.0 $225k 2.5k 90.72
Chubb (CB) 0.0 $225k 1.0k 220.60
Xcel Energy (XEL) 0.0 $224k 3.2k 70.11
Kla Corp Com New (KLAC) 0.0 $221k 586.00 377.03
Yum! Brands (YUM) 0.0 $218k 1.7k 128.08
Vanguard World Fds Consum Stp Etf (VDC) 0.0 $217k 1.1k 191.58
First Tr Morningstar Divid L SHS (FDL) 0.0 $216k 5.9k 36.56
Vanguard World Fds Consum Dis Etf (VCR) 0.0 $211k 963.00 219.02
Us Bancorp Del Com New (USB) 0.0 $210k 4.8k 43.61
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $209k 2.0k 104.27
Adobe Systems Incorporated (ADBE) 0.0 $204k 607.00 336.53
Totalenergies Se Sponsored Ads (TTE) 0.0 $204k 3.3k 62.08
Ishares Tr Global Tech Etf (IXN) 0.0 $202k 4.5k 44.83
BlackRock Credit All Inc Trust IV (BTZ) 0.0 $193k 19k 10.10
Blackrock Muniyield Insured Fund (MYI) 0.0 $190k 17k 11.21
Gopro Cl A (GPRO) 0.0 $149k 30k 4.98
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $145k 13k 11.37
Franklin Street Properties (FSP) 0.0 $122k 45k 2.73
Carnival Corp Common Stock (CCL) 0.0 $92k 11k 8.06
Mfs High Income Mun Tr Sh Ben Int (CXE) 0.0 $52k 15k 3.49
Lumiradx SHS (LMDXF) 0.0 $31k 34k 0.90
Wheels Up Experience Com Cl A 0.0 $16k 15k 1.03
Magenta Therapeutics 0.0 $4.1k 11k 0.40