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, IBDQ, IBDR, LLY, and represent 14.92% of Sound View Wealth Advisors Group's stock portfolio.
- Added to shares of these 10 stocks: BUFR (+$13M), BND (+$6.0M), IBDQ, VTI, WMT, IBDU, SPY, IBDW, IBDV, IGSB.
- Started 12 new stock positions in FIS, DHI, AAON, ED, COWZ, CE, GLW, HACK, NVT, Ishares Bitcoin Tr. CBZ, CRH.
- Reduced shares in these 10 stocks: AAPL (-$7.5M), BUFF, MSFT, PM, NVDA, LOW, MO, AMZN, MDLZ, HD.
- Sold out of its positions in AWF, AIG, BIIB, BYRN, CTSH, LODE, CW, GAB, GPRO, NAPR.
- Sound View Wealth Advisors Group was a net seller of stock by $-25M.
- Sound View Wealth Advisors Group has $938M in assets under management (AUM), dropping by 3.49%.
- Central Index Key (CIK): 0001784777
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Portfolio Holdings for Sound View Wealth Advisors Group
Sound View Wealth Advisors Group holds 371 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.3 | $41M | -15% | 237k | 171.48 |
|
| Microsoft Corporation (MSFT) | 3.5 | $33M | -8% | 77k | 420.72 |
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 2.7 | $25M | +19% | 1.0M | 24.81 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 2.2 | $21M | -2% | 878k | 23.85 |
|
| Eli Lilly & Co. (LLY) | 2.2 | $21M | 27k | 777.96 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 2.1 | $20M | 322k | 62.06 |
|
|
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 2.1 | $20M | -3% | 778k | 25.05 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 1.9 | $18M | 742k | 23.80 |
|
|
| NVIDIA Corporation (NVDA) | 1.8 | $17M | -10% | 18k | 903.56 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.7 | $16M | -7% | 201k | 80.63 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.7 | $16M | -5% | 86k | 182.61 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 1.6 | $15M | 607k | 24.91 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR) | 1.5 | $14M | +676% | 513k | 27.96 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.5 | $14M | -6% | 30k | 480.70 |
|
| Procter & Gamble Company (PG) | 1.4 | $14M | -6% | 84k | 162.25 |
|
| Amazon (AMZN) | 1.4 | $13M | -11% | 72k | 180.38 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.3 | $13M | +45% | 48k | 259.90 |
|
| Johnson & Johnson (JNJ) | 1.3 | $12M | -2% | 78k | 158.19 |
|
| Vanguard World Inf Tech Etf (VGT) | 1.3 | $12M | -7% | 23k | 524.34 |
|
| Home Depot (HD) | 1.2 | $12M | -10% | 31k | 383.60 |
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $11M | -10% | 56k | 200.30 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $11M | -10% | 25k | 444.02 |
|
| Ishares Tr Core Div Grwth (DGRO) | 1.1 | $11M | -10% | 183k | 58.06 |
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 1.1 | $10M | +36% | 437k | 22.82 |
|
| Abbvie (ABBV) | 1.1 | $9.9M | -4% | 54k | 182.10 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 1.0 | $9.6M | -4% | 158k | 60.42 |
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 1.0 | $9.2M | +28% | 431k | 21.40 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $9.1M | -7% | 60k | 152.26 |
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 1.0 | $8.9M | +29% | 437k | 20.49 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.9 | $8.7M | -4% | 22k | 397.76 |
|
| Ishares Tr Ibonds 24 Trm Ts (IBTE) | 0.9 | $8.3M | +2% | 347k | 23.94 |
|
| Coca-Cola Company (KO) | 0.8 | $7.7M | -2% | 125k | 61.18 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $7.6M | +44% | 15k | 523.07 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $7.4M | -7% | 18k | 420.52 |
|
| Amgen (AMGN) | 0.8 | $7.3M | -11% | 26k | 284.33 |
|
| Enterprise Products Partners (EPD) | 0.8 | $7.3M | 249k | 29.18 |
|
|
| McDonald's Corporation (MCD) | 0.8 | $7.2M | -2% | 26k | 281.95 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $6.9M | -10% | 21k | 337.05 |
|
| Broadcom (AVGO) | 0.7 | $6.8M | -10% | 5.1k | 1325.49 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.7 | $6.5M | +1124% | 89k | 72.63 |
|
| Southern Company (SO) | 0.7 | $6.4M | -2% | 90k | 71.74 |
|
| Merck & Co (MRK) | 0.7 | $6.4M | -5% | 48k | 131.95 |
|
| Tesla Motors (TSLA) | 0.7 | $6.4M | -2% | 36k | 175.79 |
|
| Chevron Corporation (CVX) | 0.6 | $5.9M | -2% | 37k | 157.74 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $5.7M | -3% | 48k | 120.99 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $5.7M | -8% | 49k | 116.24 |
|
| Visa Com Cl A (V) | 0.6 | $5.6M | -13% | 20k | 279.08 |
|
| Wal-Mart Stores (WMT) | 0.5 | $5.0M | +163% | 84k | 60.17 |
|
| International Business Machines (IBM) | 0.5 | $5.0M | 26k | 190.96 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $5.0M | -2% | 33k | 150.93 |
|
| Pepsi (PEP) | 0.5 | $5.0M | -7% | 29k | 175.01 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.5 | $4.7M | -5% | 29k | 162.86 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.5 | $4.6M | -14% | 22k | 208.27 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.5 | $4.6M | -4% | 55k | 84.09 |
|
| Emerson Electric (EMR) | 0.5 | $4.5M | -2% | 40k | 113.42 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.5 | $4.4M | -15% | 30k | 147.73 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $3.9M | -5% | 5.3k | 732.66 |
|
| Kimberly-Clark Corporation (KMB) | 0.4 | $3.9M | -3% | 30k | 129.35 |
|
| Meta Platforms Cl A (META) | 0.4 | $3.7M | -11% | 7.6k | 485.58 |
|
| Qualcomm (QCOM) | 0.4 | $3.7M | -2% | 22k | 169.30 |
|
| Vanguard World Health Car Etf (VHT) | 0.4 | $3.6M | -8% | 13k | 270.52 |
|
| Caterpillar (CAT) | 0.4 | $3.5M | -7% | 9.5k | 366.41 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.4 | $3.4M | -9% | 72k | 47.44 |
|
| General Dynamics Corporation (GD) | 0.4 | $3.4M | -16% | 12k | 282.49 |
|
| Pfizer (PFE) | 0.4 | $3.4M | -4% | 121k | 27.75 |
|
| Verizon Communications (VZ) | 0.3 | $3.1M | -5% | 74k | 41.96 |
|
| UnitedHealth (UNH) | 0.3 | $3.1M | 6.2k | 494.72 |
|
|
| AFLAC Incorporated (AFL) | 0.3 | $3.1M | -6% | 36k | 85.86 |
|
| Intel Corporation (INTC) | 0.3 | $3.0M | -3% | 68k | 44.17 |
|
| Ishares Tr Ibonds Dec 26 (IBMO) | 0.3 | $3.0M | -4% | 118k | 25.35 |
|
| Ishares Tr Ibonds Dec 25 (IBMN) | 0.3 | $3.0M | -4% | 113k | 26.46 |
|
| Nextera Energy (NEE) | 0.3 | $3.0M | -15% | 46k | 63.91 |
|
| Bristol Myers Squibb (BMY) | 0.3 | $3.0M | +9% | 54k | 54.23 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $2.9M | -8% | 30k | 97.94 |
|
| American Express Company (AXP) | 0.3 | $2.9M | -13% | 13k | 227.69 |
|
| salesforce (CRM) | 0.3 | $2.8M | +19% | 9.4k | 301.18 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $2.8M | -18% | 8.2k | 344.20 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.3 | $2.8M | -3% | 86k | 32.23 |
|
| Ishares Tr Ibonds Dec (IBMM) | 0.3 | $2.8M | -5% | 106k | 25.95 |
|
| Medtronic SHS (MDT) | 0.3 | $2.7M | +3% | 32k | 87.15 |
|
| W.R. Berkley Corporation (WRB) | 0.3 | $2.7M | -3% | 31k | 88.44 |
|
| Fifth Third Ban (FITB) | 0.3 | $2.7M | +75% | 73k | 37.21 |
|
| General Mills (GIS) | 0.3 | $2.7M | 38k | 69.97 |
|
|
| Ishares Tr Ibonds Dec 27 (IBMP) | 0.3 | $2.7M | -3% | 106k | 25.17 |
|
| Bank of America Corporation (BAC) | 0.3 | $2.6M | +14% | 70k | 37.92 |
|
| Comcast Corp Cl A (CMCSA) | 0.3 | $2.6M | +5% | 61k | 43.35 |
|
| Abbott Laboratories (ABT) | 0.3 | $2.6M | -7% | 23k | 113.66 |
|
| Oracle Corporation (ORCL) | 0.3 | $2.6M | -9% | 20k | 125.61 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $2.5M | -13% | 8.8k | 288.04 |
|
| Automatic Data Processing (ADP) | 0.3 | $2.5M | 10k | 249.75 |
|
|
| DNP Select Income Fund (DNP) | 0.3 | $2.5M | -2% | 274k | 9.07 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $2.4M | 12k | 205.72 |
|
|
| Texas Instruments Incorporated (TXN) | 0.3 | $2.4M | -29% | 14k | 174.21 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.3 | $2.4M | -9% | 24k | 101.41 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $2.4M | -8% | 4.1k | 581.27 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $2.4M | -7% | 9.4k | 249.86 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $2.4M | +593% | 46k | 51.28 |
|
| Digital Realty Trust (DLR) | 0.2 | $2.3M | -7% | 16k | 144.04 |
|
| Illinois Tool Works (ITW) | 0.2 | $2.3M | 8.6k | 268.33 |
|
|
| Kinder Morgan (KMI) | 0.2 | $2.3M | -7% | 124k | 18.34 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $2.3M | -6% | 23k | 97.53 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $2.2M | -15% | 29k | 76.36 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $2.2M | -32% | 14k | 155.92 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $2.1M | -10% | 33k | 65.65 |
|
| Diageo Spon Adr New (DEO) | 0.2 | $2.1M | +3% | 14k | 148.74 |
|
| Intuit (INTU) | 0.2 | $2.1M | +4% | 3.2k | 650.03 |
|
| Regeneron Pharmaceuticals (REGN) | 0.2 | $2.1M | 2.2k | 962.50 |
|
|
| Williams Companies (WMB) | 0.2 | $2.1M | +6% | 53k | 38.97 |
|
| Progressive Corporation (PGR) | 0.2 | $2.0M | +6% | 9.9k | 206.82 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $2.0M | -10% | 9.7k | 210.30 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $2.0M | -4% | 21k | 96.71 |
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| Cisco Systems (CSCO) | 0.2 | $2.0M | 40k | 49.91 |
|
|
| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.2 | $2.0M | -4% | 78k | 25.27 |
|
| Zoetis Cl A (ZTS) | 0.2 | $1.9M | +33% | 11k | 169.21 |
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| Waste Management (WM) | 0.2 | $1.8M | -2% | 8.5k | 213.15 |
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| Philip Morris International (PM) | 0.2 | $1.8M | -56% | 20k | 91.62 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.8M | -3% | 3.4k | 525.76 |
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| Lam Research Corporation (LRCX) | 0.2 | $1.8M | -2% | 1.8k | 971.48 |
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| Consolidated Edison (ED) | 0.2 | $1.8M | NEW | 19k | 90.81 |
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| Equinix (EQIX) | 0.2 | $1.7M | +18% | 2.1k | 825.50 |
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| American Electric Power Company (AEP) | 0.2 | $1.7M | -5% | 20k | 86.10 |
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| Hca Holdings (HCA) | 0.2 | $1.7M | -32% | 5.1k | 333.53 |
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| Altria (MO) | 0.2 | $1.7M | -50% | 38k | 43.62 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $1.7M | -6% | 22k | 74.22 |
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| Rockwell Automation (ROK) | 0.2 | $1.6M | -11% | 5.6k | 291.31 |
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| Ishares Tr Ibonds Dec 2029 (IBMR) | 0.2 | $1.6M | -2% | 64k | 25.25 |
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| Walt Disney Company (DIS) | 0.2 | $1.6M | -4% | 13k | 122.36 |
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| Deere & Company (DE) | 0.2 | $1.6M | 3.9k | 410.74 |
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| Lowe's Companies (LOW) | 0.2 | $1.6M | -53% | 6.2k | 254.72 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $1.6M | -8% | 3.5k | 454.84 |
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| Honeywell International (HON) | 0.2 | $1.5M | -2% | 7.4k | 205.24 |
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| Principal Financial (PFG) | 0.2 | $1.5M | +49% | 17k | 86.31 |
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| Global Payments (GPN) | 0.2 | $1.5M | 11k | 133.66 |
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|
| Cme (CME) | 0.2 | $1.4M | +16% | 6.6k | 215.30 |
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| Magna Intl Inc cl a (MGA) | 0.2 | $1.4M | +91% | 26k | 54.48 |
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| Innovator Etfs Trust Laderd Alctn Pwr (BUFF) | 0.1 | $1.4M | -68% | 34k | 41.74 |
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| Stryker Corporation (SYK) | 0.1 | $1.4M | -13% | 3.9k | 357.90 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $1.4M | -2% | 15k | 88.17 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.3M | -8% | 7.4k | 179.11 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $1.3M | -11% | 19k | 67.75 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.3M | +38% | 11k | 123.18 |
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| Federated Hermes CL B (FHI) | 0.1 | $1.3M | -7% | 36k | 36.12 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $1.3M | +345% | 14k | 94.66 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.3M | 2.00 | 634440.00 |
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| Paychex (PAYX) | 0.1 | $1.3M | -2% | 10k | 122.80 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $1.3M | -5% | 3.0k | 418.01 |
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| Equifax (EFX) | 0.1 | $1.2M | -25% | 4.6k | 267.52 |
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| PNC Financial Services (PNC) | 0.1 | $1.2M | -2% | 7.6k | 161.60 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.2M | -5% | 5.3k | 228.58 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $1.1M | -2% | 2.8k | 399.10 |
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| Pioneer Natural Resources (PXD) | 0.1 | $1.1M | 4.3k | 262.52 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.1M | -5% | 6.2k | 180.49 |
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| Crown Castle Intl (CCI) | 0.1 | $1.1M | +23% | 11k | 105.83 |
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| BlackRock (BLK) | 0.1 | $1.1M | +4% | 1.3k | 833.91 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $1.1M | +7% | 13k | 81.53 |
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| Zimmer Holdings (ZBH) | 0.1 | $1.1M | -12% | 8.1k | 131.98 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $1.1M | -10% | 25k | 42.01 |
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| Eaton Corp SHS (ETN) | 0.1 | $1.1M | -3% | 3.4k | 312.68 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.0M | -10% | 9.5k | 110.52 |
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| TJX Companies (TJX) | 0.1 | $1.0M | +18% | 10k | 101.42 |
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| Union Pacific Corporation (UNP) | 0.1 | $1.0M | -7% | 4.2k | 245.93 |
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| Netflix (NFLX) | 0.1 | $1.0M | 1.7k | 607.38 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $972k | 12k | 84.44 |
|
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| Norfolk Southern (NSC) | 0.1 | $966k | -44% | 3.8k | 254.84 |
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| Truist Financial Corp equities (TFC) | 0.1 | $966k | 25k | 38.98 |
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| Public Service Enterprise (PEG) | 0.1 | $955k | 14k | 66.78 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $950k | -15% | 11k | 83.58 |
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| Vanguard World Consum Dis Etf (VCR) | 0.1 | $947k | -2% | 3.0k | 317.73 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $929k | -5% | 16k | 58.65 |
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| Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.1 | $927k | -8% | 28k | 33.59 |
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| Extra Space Storage (EXR) | 0.1 | $920k | -7% | 6.3k | 146.99 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $911k | 8.0k | 114.14 |
|
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $907k | -16% | 8.2k | 110.21 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $901k | -12% | 6.9k | 131.37 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $900k | 7.2k | 125.33 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $897k | 8.3k | 107.60 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $891k | -4% | 17k | 51.60 |
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| Waste Connections (WCN) | 0.1 | $866k | -40% | 5.0k | 172.01 |
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| Applied Materials (AMAT) | 0.1 | $848k | -2% | 4.1k | 206.23 |
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| CSX Corporation (CSX) | 0.1 | $844k | -2% | 23k | 37.07 |
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| Target Corporation (TGT) | 0.1 | $834k | 4.7k | 177.19 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $832k | 7.2k | 114.96 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $824k | -11% | 1.7k | 478.77 |
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| Marvell Technology (MRVL) | 0.1 | $823k | -8% | 12k | 70.88 |
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| Palo Alto Networks (PANW) | 0.1 | $816k | -8% | 2.9k | 284.13 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $814k | 10k | 81.78 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $783k | -13% | 5.7k | 137.21 |
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| Kla Corp Com New (KLAC) | 0.1 | $776k | 1.1k | 698.57 |
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| Simon Property (SPG) | 0.1 | $771k | -11% | 4.9k | 156.49 |
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| Hershey Company (HSY) | 0.1 | $751k | +5% | 3.9k | 194.49 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $749k | -5% | 3.3k | 224.99 |
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| Linde SHS (LIN) | 0.1 | $745k | 1.6k | 464.32 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $743k | -3% | 18k | 41.77 |
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| Air Products & Chemicals (APD) | 0.1 | $740k | -2% | 3.1k | 242.27 |
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| 3M Company (MMM) | 0.1 | $733k | -9% | 6.9k | 106.07 |
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| Park National Corporation (PRK) | 0.1 | $733k | 5.4k | 135.85 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (POCT) | 0.1 | $730k | -11% | 20k | 37.49 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $722k | -15% | 2.9k | 247.77 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $718k | -67% | 10k | 70.00 |
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| Colgate-Palmolive Company (CL) | 0.1 | $714k | -2% | 7.9k | 90.05 |
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| Shopify Cl A (SHOP) | 0.1 | $710k | +2% | 9.2k | 77.17 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $702k | 17k | 40.90 |
|
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| United Parcel Service CL B (UPS) | 0.1 | $702k | +2% | 4.7k | 148.64 |
|
| Aon Shs Cl A (AON) | 0.1 | $700k | -39% | 2.1k | 333.75 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $683k | -13% | 43k | 15.73 |
|
| Servicenow (NOW) | 0.1 | $679k | -3% | 890.00 | 762.40 |
|
| Smucker J M Com New (SJM) | 0.1 | $673k | 5.3k | 125.87 |
|
|
| First Tr Morningstar Divid L SHS (FDL) | 0.1 | $673k | -7% | 18k | 38.48 |
|
| Moody's Corporation (MCO) | 0.1 | $663k | 1.7k | 393.03 |
|
|
| ConocoPhillips (COP) | 0.1 | $663k | +45% | 5.2k | 127.27 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $663k | -6% | 1.4k | 481.44 |
|
| Gilead Sciences (GILD) | 0.1 | $661k | -4% | 9.0k | 73.25 |
|
| D.R. Horton (DHI) | 0.1 | $656k | NEW | 4.0k | 164.55 |
|
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.1 | $644k | 28k | 23.23 |
|
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $637k | 5.8k | 109.16 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $630k | 2.3k | 270.82 |
|
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.1 | $624k | -7% | 6.1k | 103.00 |
|
| Federal Signal Corporation (FSS) | 0.1 | $606k | 7.1k | 84.87 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $600k | -14% | 6.4k | 94.41 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $596k | 3.8k | 155.84 |
|
|
| Anthem (ELV) | 0.1 | $595k | -4% | 1.1k | 518.67 |
|
| Vanguard World Financials Etf (VFH) | 0.1 | $586k | -25% | 5.7k | 102.39 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $574k | +500% | 6.7k | 86.18 |
|
| PPL Corporation (PPL) | 0.1 | $559k | -45% | 20k | 27.53 |
|
| Travelers Companies (TRV) | 0.1 | $555k | -12% | 2.4k | 230.14 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $554k | -2% | 4.1k | 136.05 |
|
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.1 | $552k | +3% | 4.6k | 120.42 |
|
| Cigna Corp (CI) | 0.1 | $551k | -2% | 1.5k | 363.19 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.1 | $539k | 9.5k | 56.98 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $531k | 3.3k | 158.81 |
|
|
| Neurocrine Biosciences (NBIX) | 0.1 | $521k | -9% | 3.8k | 137.92 |
|
| Tractor Supply Company (TSCO) | 0.1 | $519k | -53% | 2.0k | 261.75 |
|
| RBB Motley Fol Etf (TMFC) | 0.1 | $513k | +25% | 10k | 49.61 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $511k | -3% | 526.00 | 970.47 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $509k | -9% | 11k | 44.70 |
|
| Ford Motor Company (F) | 0.1 | $500k | +20% | 38k | 13.28 |
|
| Genuine Parts Company (GPC) | 0.1 | $497k | -3% | 3.2k | 154.93 |
|
| Baxter International (BAX) | 0.1 | $496k | -3% | 12k | 42.74 |
|
| Cdw (CDW) | 0.1 | $495k | 1.9k | 255.78 |
|
|
| Carrier Global Corporation (CARR) | 0.1 | $491k | -6% | 8.4k | 58.13 |
|
| Nike CL B (NKE) | 0.1 | $486k | -12% | 5.2k | 93.98 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $481k | 10k | 47.06 |
|
|
| Proshares Tr S&p Tech Dividen (TDV) | 0.1 | $475k | -9% | 6.6k | 71.99 |
|
| Schlumberger Com Stk (SLB) | 0.1 | $473k | +2% | 8.6k | 54.81 |
|
| SYSCO Corporation (SYY) | 0.1 | $471k | -2% | 5.8k | 81.18 |
|
| AutoZone (AZO) | 0.0 | $466k | 148.00 | 3151.65 |
|
|
| Comfort Systems USA (FIX) | 0.0 | $458k | 1.4k | 317.71 |
|
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $457k | 13k | 35.91 |
|
|
| U.S. Lime & Minerals (USLM) | 0.0 | $455k | 1.5k | 298.14 |
|
|
| Reaves Util Income Com Sh Ben Int (UTG) | 0.0 | $447k | -11% | 17k | 26.96 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $445k | -3% | 5.6k | 79.87 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $441k | -6% | 1.3k | 346.61 |
|
| Darden Restaurants (DRI) | 0.0 | $440k | -2% | 2.6k | 167.15 |
|
| Goldman Sachs (GS) | 0.0 | $438k | -6% | 1.0k | 417.69 |
|
| At&t (T) | 0.0 | $438k | +22% | 25k | 17.60 |
|
| Chubb (CB) | 0.0 | $438k | -2% | 1.7k | 259.18 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $433k | +71% | 4.8k | 89.90 |
|
| Phillips 66 (PSX) | 0.0 | $429k | -4% | 2.6k | 163.34 |
|
| Wells Fargo & Company (WFC) | 0.0 | $423k | -9% | 7.3k | 57.96 |
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.0 | $406k | 5.2k | 78.23 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $406k | -5% | 8.1k | 50.19 |
|
| Morgan Stanley Com New (MS) | 0.0 | $404k | 4.3k | 94.16 |
|
|
| Oneok (OKE) | 0.0 | $404k | -27% | 5.0k | 80.17 |
|
| Watsco, Incorporated (WSO) | 0.0 | $402k | 931.00 | 431.97 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.0 | $399k | -46% | 11k | 36.60 |
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.0 | $398k | +13% | 7.5k | 53.10 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $397k | +3% | 17k | 22.75 |
|
| MetLife (MET) | 0.0 | $393k | -2% | 5.3k | 74.11 |
|
| Edwards Lifesciences (EW) | 0.0 | $393k | 4.1k | 95.56 |
|
|
| Danaher Corporation (DHR) | 0.0 | $391k | -2% | 1.6k | 249.73 |
|
| Lincoln National Corporation (LNC) | 0.0 | $385k | -10% | 12k | 31.93 |
|
| Sun Life Financial (SLF) | 0.0 | $381k | 7.0k | 54.58 |
|
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $381k | -6% | 1.9k | 204.15 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $375k | -5% | 3.8k | 99.28 |
|
| Republic Services (RSG) | 0.0 | $367k | -4% | 1.9k | 191.44 |
|
| General Electric Com New (GE) | 0.0 | $366k | -38% | 2.1k | 175.50 |
|
| Intercontinental Exchange (ICE) | 0.0 | $358k | -7% | 2.6k | 137.43 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $354k | 3.7k | 96.73 |
|
|
| FedEx Corporation (FDX) | 0.0 | $353k | 1.2k | 289.85 |
|
|
| Boise Cascade (BCC) | 0.0 | $352k | -6% | 2.3k | 153.37 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $351k | +13% | 7.5k | 47.02 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $350k | +9% | 1.1k | 320.59 |
|
| Kraft Heinz (KHC) | 0.0 | $343k | -76% | 9.3k | 36.90 |
|
| Humana (HUM) | 0.0 | $343k | 988.00 | 346.72 |
|
|
| Ishares Bitcoin Tr SHS | 0.0 | $342k | NEW | 8.5k | 40.47 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $340k | 4.2k | 81.66 |
|
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $337k | 4.5k | 74.81 |
|
|
| Citigroup Com New (C) | 0.0 | $336k | -10% | 5.3k | 63.24 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $336k | -4% | 665.00 | 504.66 |
|
| Sanofi Sponsored Adr (SNY) | 0.0 | $333k | -2% | 6.9k | 48.60 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $333k | -3% | 4.6k | 72.35 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $331k | -28% | 4.3k | 77.31 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $329k | 5.5k | 60.30 |
|
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $325k | -21% | 5.5k | 58.59 |
|
| Yum! Brands (YUM) | 0.0 | $324k | +3% | 2.3k | 138.65 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $324k | 7.7k | 42.12 |
|
|
| Wec Energy Group (WEC) | 0.0 | $324k | -7% | 3.9k | 82.12 |
|
| Ishares Tr Esg Scrd S&p Mid (XJH) | 0.0 | $320k | 7.8k | 41.08 |
|
|
| CRH Ord (CRH) | 0.0 | $319k | NEW | 3.7k | 86.26 |
|
| Vanguard World Energy Etf (VDE) | 0.0 | $316k | -11% | 2.4k | 131.71 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $313k | -2% | 6.2k | 50.17 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $311k | 1.2k | 260.72 |
|
|
| Synovus Finl Corp Com New (SNV) | 0.0 | $309k | -2% | 7.7k | 40.06 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $307k | 1.5k | 204.86 |
|
|
| Vulcan Materials Company (VMC) | 0.0 | $304k | 1.1k | 272.92 |
|
|
| Cummins (CMI) | 0.0 | $299k | +2% | 1.0k | 294.71 |
|
| Cadence Design Systems (CDNS) | 0.0 | $299k | -4% | 960.00 | 311.28 |
|
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.0 | $294k | 2.8k | 103.98 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.0 | $290k | -11% | 7.9k | 36.50 |
|
| Copart (CPRT) | 0.0 | $285k | 4.9k | 57.92 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $284k | 3.6k | 79.76 |
|
|
| American Tower Reit (AMT) | 0.0 | $283k | -15% | 1.4k | 197.65 |
|
| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.0 | $280k | 4.9k | 56.68 |
|
|
| Southern Copper Corporation (SCCO) | 0.0 | $280k | +3% | 2.6k | 106.52 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $279k | -8% | 1.4k | 201.50 |
|
| Albemarle Corporation (ALB) | 0.0 | $278k | +7% | 2.1k | 131.74 |
|
| Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $276k | 16k | 17.30 |
|
|
| Capital One Financial (COF) | 0.0 | $275k | -4% | 1.8k | 148.90 |
|
| Micron Technology (MU) | 0.0 | $275k | -13% | 2.3k | 117.89 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $269k | 6.1k | 44.05 |
|
|
| First Tr Exchng Traded Fd Vi Vest Buffered (BUFG) | 0.0 | $262k | -53% | 12k | 22.52 |
|
| Becton, Dickinson and (BDX) | 0.0 | $260k | +3% | 1.1k | 247.50 |
|
| Aptar (ATR) | 0.0 | $259k | 1.8k | 143.89 |
|
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $259k | NEW | 4.5k | 58.11 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $259k | -3% | 89.00 | 2907.13 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $258k | +141% | 4.3k | 60.74 |
|
| Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 0.0 | $258k | -42% | 7.3k | 35.38 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $253k | 15k | 17.32 |
|
|
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.0 | $251k | 5.2k | 48.22 |
|
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $250k | -18% | 8.2k | 30.50 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $248k | 2.9k | 85.06 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $246k | -17% | 1.9k | 128.40 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $243k | -52% | 2.8k | 86.47 |
|
| Msci (MSCI) | 0.0 | $243k | +3% | 433.00 | 560.59 |
|
| Dow (DOW) | 0.0 | $242k | -14% | 4.2k | 57.93 |
|
| Dominion Resources (D) | 0.0 | $239k | -16% | 4.9k | 49.19 |
|
| Pacer Fds Tr Pacer Us Small (CALF) | 0.0 | $237k | +11% | 4.8k | 49.16 |
|
| Nvent Electric SHS (NVT) | 0.0 | $234k | NEW | 3.1k | 75.40 |
|
| S&p Global (SPGI) | 0.0 | $233k | 547.00 | 425.36 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $231k | 4.0k | 57.62 |
|
|
| Walgreen Boots Alliance (WBA) | 0.0 | $228k | -4% | 11k | 21.69 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $227k | -14% | 3.3k | 68.83 |
|
| Datadog Cl A Com (DDOG) | 0.0 | $226k | -21% | 1.8k | 123.60 |
|
| American Water Works (AWK) | 0.0 | $226k | +2% | 1.8k | 122.21 |
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $226k | -45% | 9.8k | 22.99 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $222k | 2.4k | 93.44 |
|
|
| Constellation Brands Cl A (STZ) | 0.0 | $220k | -14% | 809.00 | 271.81 |
|
| Thomson Reuters Corp. (TRI) | 0.0 | $219k | 1.4k | 155.83 |
|
|
| Celanese Corporation (CE) | 0.0 | $217k | NEW | 1.3k | 171.86 |
|
| Evergy (EVRG) | 0.0 | $215k | -9% | 4.0k | 53.38 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $215k | -6% | 3.6k | 60.38 |
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $212k | +215% | 2.5k | 85.27 |
|
| Hp (HPQ) | 0.0 | $212k | 7.0k | 30.22 |
|
|
| Innovator Etfs Trust Us Eqty Buf Sep (BSEP) | 0.0 | $212k | -11% | 5.4k | 39.28 |
|
| Corning Incorporated (GLW) | 0.0 | $209k | NEW | 6.3k | 32.96 |
|
| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $208k | NEW | 3.3k | 64.11 |
|
| First Tr Exchng Traded Fd Vi Vest Buffered (BUFT) | 0.0 | $206k | -57% | 9.7k | 21.35 |
|
| Fidelity National Information Services (FIS) | 0.0 | $204k | NEW | 2.8k | 74.18 |
|
| Realty Income (O) | 0.0 | $203k | -8% | 3.8k | 54.10 |
|
| M&T Bank Corporation (MTB) | 0.0 | $203k | -6% | 1.4k | 145.44 |
|
| Aaon Com Par $0.004 (AAON) | 0.0 | $201k | NEW | 2.3k | 88.10 |
|
| Ansys (ANSS) | 0.0 | $201k | -2% | 579.00 | 347.16 |
|
| Enbridge (ENB) | 0.0 | $201k | -24% | 5.5k | 36.18 |
|
| Cbiz (CBZ) | 0.0 | $200k | NEW | 2.6k | 78.50 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $198k | 12k | 16.34 |
|
|
| PIMCO Corporate Income Fund (PCN) | 0.0 | $169k | -32% | 12k | 13.97 |
|
| Blackrock Muniyield Insured Fund (MYI) | 0.0 | $162k | -3% | 14k | 11.46 |
|
| BlackRock Credit All Inc Trust IV (BTZ) | 0.0 | $161k | 15k | 10.69 |
|
|
| Franklin Street Properties (FSP) | 0.0 | $102k | 45k | 2.27 |
|
|
| Kopin Corporation (KOPN) | 0.0 | $20k | -31% | 11k | 1.80 |
|
| Butterfly Network Com Cl A (BFLY) | 0.0 | $14k | 13k | 1.08 |
|
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 2024 Q1 filed May 9, 2024
- 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