Sound View Wealth Advisors Group, LLC holdings history

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478 is the total number of securities Sound View Wealth Advisors Group, LLC has owned. The longest Sound View Wealth Advisors Group, LLC has owned a single stock is 18 quarters.

Sound View Wealth Advisors Group, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
AAPL APPLE INC18182.17%3.82%5.66%Q2 2019Q3 202318
MSFT MICROSOFT CORP18181.90%3.08%3.76%Q2 2019Q3 202318
JNJ JOHNSON & JOHNSON18181.57%2.34%3.07%Q2 2019Q3 202318
IBDO ISHARES TR18181.72%2.17%2.65%Q2 2019Q3 202318
PG PROCTER & GAMBLE CO18181.55%1.91%2.68%Q2 2019Q3 202318
IBDP ISHARES TR18181.10%1.83%2.65%Q2 2019Q3 202318
IBDQ ISHARES TR18180.34%1.82%2.75%Q2 2019Q3 202318
VIG VANGUARD SPECIALIZED F...18180.84%1.74%2.23%Q2 2019Q3 202318
HD HOME DEPOT INC18181.24%1.69%2.05%Q2 2019Q3 202318
SCHX SCHWAB STRATEGIC TR18180.51%1.62%2.20%Q2 2019Q3 202318
AMZN AMAZON COM INC18180.96%1.52%2.02%Q2 2019Q3 202318
IBDR ISHARES TR18180.09%1.47%2.93%Q2 2019Q3 202318
VZ VERIZON COMMUNICATIONS...18180.32%1.40%2.44%Q2 2019Q3 202318
KO COCA COLA CO18180.89%1.35%2.56%Q2 2019Q3 202318
JPM JPMORGAN CHASE & CO18181.08%1.34%1.72%Q2 2019Q3 202318
LLY LILLY ELI & CO18180.77%1.28%1.86%Q2 2019Q3 202318
MCD MCDONALDS CORP18180.86%1.24%1.71%Q2 2019Q3 202318
SCHD SCHWAB STRATEGIC TR18180.57%1.19%1.84%Q2 2019Q3 202318
SO SOUTHERN CO18180.74%1.17%1.52%Q2 2019Q3 202318
VGT VANGUARD WORLD FDS18180.75%1.14%1.40%Q2 2019Q3 202318
ABBV ABBVIE INC18180.67%1.11%1.43%Q2 2019Q3 202318
AMGN AMGEN INC18180.79%1.10%1.50%Q2 2019Q3 202318
PFE PFIZER INC18180.56%1.08%1.66%Q2 2019Q3 202318
GOOG ALPHABET INC18180.89%1.07%1.33%Q2 2019Q3 202318
INTC INTEL CORP18180.33%0.99%1.73%Q2 2019Q3 202318
KMB KIMBERLY-CLARK CORP18180.47%0.99%1.50%Q2 2019Q3 202318
MRK MERCK & CO. INC18180.66%0.98%1.44%Q2 2019Q3 202318
PEP PEPSICO INC18180.69%0.98%1.20%Q2 2019Q3 202318
DIA SPDR DOW JONES INDL AV...18180.81%0.97%1.18%Q2 2019Q3 202318
IWF ISHARES TR18180.75%0.95%1.18%Q2 2019Q3 202318
VOO VANGUARD INDEX FDS18180.45%0.91%1.43%Q2 2019Q3 202318
BRKB BERKSHIRE HATHAWAY INC...18180.77%0.91%1.17%Q2 2019Q3 202318
QQQ INVESCO QQQ TR18180.24%0.87%1.34%Q2 2019Q3 202318
CVX CHEVRON CORP NEW18180.63%0.86%1.14%Q2 2019Q3 202318
SPHQ INVESCO EXCHANGE TRADE...18180.30%0.84%1.04%Q2 2019Q3 202318
PFF ISHARES TR18180.33%0.77%1.28%Q2 2019Q3 202318
DNP DNP SELECT INCOME FD INC18180.38%0.72%1.01%Q2 2019Q3 202318
VTV VANGUARD INDEX FDS18180.53%0.69%0.82%Q2 2019Q3 202318
GD GENERAL DYNAMICS CORP18180.46%0.68%1.06%Q2 2019Q3 202318
WMT WALMART INC18180.55%0.67%0.81%Q2 2019Q3 202318
XOM EXXON MOBIL CORP18180.30%0.66%1.44%Q2 2019Q3 202318
DEO DIAGEO PLC18180.27%0.59%0.95%Q2 2019Q3 202318
NOBL PROSHARES TR18180.24%0.58%1.00%Q2 2019Q3 202318
NEE NEXTERA ENERGY INC18180.34%0.57%0.73%Q2 2019Q3 202318
GIS GENERAL MLS INC18180.32%0.56%0.72%Q2 2019Q3 202318
DVY ISHARES TR18180.10%0.55%1.76%Q2 2019Q3 202318
IBM INTERNATIONAL BUSINESS...18180.30%0.53%0.95%Q2 2019Q3 202318
GOOGL ALPHABET INC18180.31%0.52%0.66%Q2 2019Q3 202318
EMR EMERSON ELEC CO18180.29%0.51%0.92%Q2 2019Q3 202318
PM PHILIP MORRIS INTL INC18180.31%0.47%0.98%Q2 2019Q3 202318
NVDA NVIDIA CORPORATION18180.09%0.47%1.08%Q2 2019Q3 202318
AFL AFLAC INC18180.33%0.46%0.67%Q2 2019Q3 202318
ABT ABBOTT LABS18180.30%0.46%0.55%Q2 2019Q3 202318
DIS DISNEY WALT CO18180.14%0.45%0.67%Q2 2019Q3 202318
MO ALTRIA GROUP INC18180.22%0.43%0.93%Q2 2019Q3 202318
AEP AMERICAN ELEC PWR CO INC18180.19%0.43%0.72%Q2 2019Q3 202318
ADP AUTOMATIC DATA PROCESS...18180.29%0.43%0.53%Q2 2019Q3 202318
BMY BRISTOL-MYERS SQUIBB CO18180.31%0.43%0.57%Q2 2019Q3 202318
V VISA INC18180.32%0.42%0.65%Q2 2019Q3 202318
AVGO BROADCOM INC18180.23%0.42%0.66%Q2 2019Q3 202318
T AT&T INC18180.04%0.41%1.17%Q2 2019Q3 202318
VTI VANGUARD INDEX FDS18180.08%0.40%0.86%Q2 2019Q3 202318
MUB ISHARES TR18180.11%0.39%0.75%Q2 2019Q3 202318
CSCO CISCO SYS INC18180.28%0.39%0.65%Q2 2019Q3 202318
HON HONEYWELL INTL INC18180.19%0.38%0.63%Q2 2019Q3 202318
QCOM QUALCOMM INC18180.23%0.38%0.54%Q2 2019Q3 202318
USMV ISHARES TR18180.13%0.37%0.85%Q2 2019Q3 202318
VUG VANGUARD INDEX FDS18180.26%0.37%0.49%Q2 2019Q3 202318
CMCSA COMCAST CORP NEW18180.28%0.37%0.45%Q2 2019Q3 202318
TMO THERMO FISHER SCIENTIF...18180.28%0.37%0.42%Q2 2019Q3 202318
VHT VANGUARD WORLD FDS18180.08%0.36%0.54%Q2 2019Q3 202318
UNH UNITEDHEALTH GROUP INC18180.22%0.36%0.47%Q2 2019Q3 202318
DUK DUKE ENERGY CORP NEW18180.24%0.35%0.48%Q2 2019Q3 202318
TXN TEXAS INSTRS INC18180.29%0.35%0.42%Q2 2019Q3 202318
LOW LOWES COS INC18180.20%0.32%0.63%Q2 2019Q3 202318
VYM VANGUARD WHITEHALL FDS...18180.14%0.32%0.64%Q2 2019Q3 202318
DLR DIGITAL RLTY TR INC18180.17%0.32%0.56%Q2 2019Q3 202318
MMM 3M CO18180.09%0.32%0.58%Q2 2019Q3 202318
MDT MEDTRONIC PLC18180.21%0.31%0.40%Q2 2019Q3 202318
AZN ASTRAZENECA PLC18180.19%0.30%0.43%Q2 2019Q3 202318
SPY SPDR S&P 500 ETF TR18180.10%0.30%0.56%Q2 2019Q3 202318
LMT LOCKHEED MARTIN CORP18180.19%0.30%0.40%Q2 2019Q3 202318
BAC BK OF AMERICA CORP18180.21%0.29%0.43%Q2 2019Q3 202318
ORCL ORACLE CORP18180.22%0.28%0.34%Q2 2019Q3 202318
FB META PLATFORMS INC18180.10%0.28%0.39%Q2 2019Q3 202318
CME CME GROUP INC18180.14%0.27%0.49%Q2 2019Q3 202318
KMI KINDER MORGAN INC DEL18180.21%0.26%0.36%Q2 2019Q3 202318
GSLC GOLDMAN SACHS ETF TR18180.08%0.26%0.42%Q2 2019Q3 202318
IWD ISHARES TR18180.15%0.25%0.42%Q2 2019Q3 202318
REGN REGENERON PHARMACEUTICALS18180.09%0.24%0.36%Q2 2019Q3 202318
IEFA ISHARES TR18180.14%0.24%0.50%Q2 2019Q3 202318
PNC PNC FINL SVCS GROUP INC18180.11%0.23%0.30%Q2 2019Q3 202318
NSC NORFOLK SOUTHN CORP18180.12%0.23%0.68%Q2 2019Q3 202318
PAYX PAYCHEX INC18180.15%0.23%0.27%Q2 2019Q3 202318
IWB ISHARES TR18180.14%0.22%0.28%Q2 2019Q3 202318
XLV SELECT SECTOR SPDR TR18180.07%0.22%0.53%Q2 2019Q3 202318
FHI FEDERATED INVS INC PA18180.08%0.21%0.38%Q2 2019Q3 202318
IWM ISHARES TR18180.12%0.21%0.27%Q2 2019Q3 202318
IVOO VANGUARD ADMIRAL FDS INC18180.05%0.21%0.58%Q2 2019Q3 202318
COST COSTCO WHSL CORP NEW18180.06%0.21%0.38%Q2 2019Q3 202318
NOC NORTHROP GRUMMAN CORP18180.15%0.21%0.30%Q2 2019Q3 202318
EFX EQUIFAX INC18180.13%0.20%0.26%Q2 2019Q3 202318
CRM SALESFORCE INC18180.08%0.20%0.33%Q2 2019Q3 202318
UTG REAVES UTIL INCOME FD18180.07%0.20%0.34%Q2 2019Q3 202318
APD AIR PRODS & CHEMS INC18180.12%0.19%0.28%Q2 2019Q3 202318
WM WASTE MGMT INC DEL18180.16%0.19%0.23%Q2 2019Q3 202318
AXP AMERICAN EXPRESS CO18180.12%0.19%0.25%Q2 2019Q3 202318
BAX BAXTER INTL INC18180.07%0.18%0.29%Q2 2019Q3 202318
IVV ISHARES TR18180.15%0.18%0.29%Q2 2019Q3 202318
VEU VANGUARD INTL EQUITY I...18180.11%0.18%0.27%Q2 2019Q3 202318
PEG PUBLIC SVC ENTERPRISE ...18180.10%0.17%0.24%Q2 2019Q3 202318
PPL PPL CORP18180.08%0.16%0.23%Q2 2019Q3 202318
ZTS ZOETIS INC18180.11%0.16%0.22%Q2 2019Q3 202318
SYK STRYKER CORPORATION18180.11%0.16%0.20%Q2 2019Q3 202318
VWO VANGUARD INTL EQUITY I...18180.08%0.16%0.31%Q2 2019Q3 202318
LRCX LAM RESEARCH CORP18180.08%0.16%0.23%Q2 2019Q3 202318
CAT CATERPILLAR INC DEL18180.10%0.15%0.32%Q2 2019Q3 202318
TGT TARGET CORP18180.07%0.15%0.21%Q2 2019Q3 202318
ISRG INTUITIVE SURGICAL INC18180.10%0.15%0.19%Q2 2019Q3 202318
CSX CSX CORP18180.09%0.15%0.20%Q2 2019Q3 202318
NKE NIKE INC18180.08%0.15%0.22%Q2 2019Q3 202318
GLD SPDR GOLD TRUST18180.10%0.15%0.28%Q2 2019Q3 202318
NFLX NETFLIX INC18180.05%0.14%0.21%Q2 2019Q3 202318
VO VANGUARD INDEX FDS18180.08%0.14%0.22%Q2 2019Q3 202318
ZBH ZIMMER BIOMET HOLDINGS...18180.12%0.14%0.18%Q2 2019Q3 202318
HSY HERSHEY CO18180.06%0.13%0.17%Q2 2019Q3 202318
PRK PARK NATL CORP18180.06%0.13%0.16%Q2 2019Q3 202318
GVI ISHARES TR18180.04%0.13%0.26%Q2 2019Q3 202318
SPG SIMON PPTY GROUP INC NEW18180.07%0.12%0.28%Q2 2019Q3 202318
MDLZ MONDELEZ INTL INC18180.08%0.12%0.23%Q2 2019Q3 202318
IJR ISHARES TR18180.08%0.12%0.18%Q2 2019Q3 202318
BND VANGUARD BD INDEX FDS18180.06%0.12%0.17%Q2 2019Q3 202318
UNP UNION PACIFIC CORP18180.09%0.11%0.13%Q2 2019Q3 202318
WFC WELLS FARGO CO NEW18180.04%0.11%0.20%Q2 2019Q3 202318
WBA WALGREENS BOOTS ALLIAN...18180.03%0.11%0.19%Q2 2019Q3 202318
UL UNILEVER PLC18180.05%0.11%0.17%Q2 2019Q3 202318
BTI BRITISH AMERN TOB PLC18180.04%0.11%0.22%Q2 2019Q3 202318
CCI CROWN CASTLE INTL CORP...18180.06%0.10%0.17%Q2 2019Q3 202318
CL COLGATE PALMOLIVE CO18180.07%0.10%0.14%Q2 2019Q3 202318
ANTM ELEVANCE HEALTH INC18180.06%0.10%0.12%Q2 2019Q3 202318
BLK BLACKROCK INC18180.06%0.10%0.12%Q2 2019Q3 202318
MCO MOODYS CORP18180.06%0.09%0.11%Q2 2019Q3 202318
HUM HUMANA INC18180.06%0.09%0.12%Q2 2019Q3 202318
NVS NOVARTIS AG18180.05%0.09%0.17%Q2 2019Q3 202318
IBB ISHARES TR18180.07%0.09%0.11%Q2 2019Q3 202318
SYY SYSCO CORP18180.04%0.09%0.14%Q2 2019Q3 202318
MET METLIFE INC18180.04%0.09%0.16%Q2 2019Q3 202318
MA MASTERCARD INCORPORATED18180.06%0.09%0.11%Q2 2019Q3 202318
D DOMINION ENERGY INC18180.03%0.09%0.19%Q2 2019Q3 202318
VCSH VANGUARD SCOTTSDALE FDS18180.04%0.08%0.13%Q2 2019Q3 202318
EFA ISHARES TR18180.04%0.08%0.16%Q2 2019Q3 202318
FPE FIRST TR EXCH TRADED F...18180.03%0.08%0.16%Q2 2019Q3 202318
SNY SANOFI18180.05%0.07%0.10%Q2 2019Q3 202318
CI THE CIGNA GROUP18180.06%0.07%0.10%Q2 2019Q3 202318
ENB ENBRIDGE INC18180.03%0.07%0.09%Q2 2019Q3 202318
STZ CONSTELLATION BRANDS INC18180.03%0.07%0.10%Q2 2019Q3 202318
WEC WEC ENERGY GROUP INC18180.04%0.07%0.08%Q2 2019Q3 202318
BTZ BLACKROCK CR ALLOCATIO...18180.02%0.06%0.10%Q2 2019Q3 202318
MYI BLACKROCK MUNIYIELD QU...18180.02%0.06%0.10%Q2 2019Q3 202318
FSP FRANKLIN STR PPTYS CORP18180.01%0.05%0.12%Q2 2019Q3 202318
F FORD MTR CO DEL18180.02%0.05%0.09%Q2 2019Q3 202318
ET ENERGY TRANSFER LP18180.02%0.04%0.08%Q2 2019Q3 202318
CXE MFS HIGH INCOME MUN TR18180.01%0.02%0.02%Q2 2019Q3 202318
IBDS ISHARES TR17170.08%0.88%2.28%Q3 2019Q3 202317
GPN GLOBAL PMTS INC17170.14%0.38%0.61%Q3 2019Q3 202317
ITW ILLINOIS TOOL WKS INC980.25%0.37%0.43%Q2 2019Q3 202317
WRB BERKLEY W R CORP1430.24%0.35%0.44%Q2 2019Q3 202317
INTU INTUIT17170.06%0.13%0.22%Q3 2019Q3 202317
AMT AMERICAN TOWER CORP NEW17170.04%0.10%0.12%Q3 2019Q3 202317
UPS UNITED PARCEL SERVICE INC1430.06%0.10%0.11%Q2 2019Q3 202317
TD TORONTO DOMINION BK ONT1430.03%0.09%0.25%Q2 2019Q3 202317
ADBE ADOBE SYSTEMS INCORPOR...1340.04%0.08%0.11%Q2 2019Q3 202317
TSM TAIWAN SEMICONDUCTOR M...1430.05%0.08%0.10%Q2 2019Q3 202317
GPC GENUINE PARTS CO1430.05%0.07%0.09%Q2 2019Q3 202317
FSS FEDERAL SIGNAL CORP1430.05%0.07%0.08%Q2 2019Q3 202317
NEA NUVEEN AMT FREE QLTY M...980.01%0.04%0.06%Q2 2019Q3 202317
SHOP SHOPIFY INC16160.05%0.14%0.26%Q4 2019Q3 202316
PGR PROGRESSIVE CORP OHIO1420.06%0.14%0.25%Q2 2019Q3 202316
TFC TRUIST FINL CORP16160.06%0.09%0.17%Q4 2019Q3 202316
VDC VANGUARD WORLD FDS16160.05%0.07%0.13%Q4 2019Q3 202316
AWK AMERICAN WTR WKS CO IN...1330.03%0.07%0.10%Q2 2019Q3 202316
PCN PIMCO CORPORATE INCOME...1330.03%0.07%0.10%Q2 2019Q3 202316
SUB ISHARES TR16160.04%0.06%0.10%Q2 2019Q1 202316
XLK SELECT SECTOR SPDR TR1410.06%0.24%0.51%Q4 2019Q3 202315
VRTX VERTEX PHARMACEUTICALS...15150.06%0.11%0.15%Q1 2020Q3 202315
TJX TJX COS INC NEW1410.06%0.09%0.15%Q4 2019Q3 202315
FDX FEDEX CORP930.04%0.09%0.14%Q2 2019Q3 202315
IBDN ISHARES TR14140.20%1.37%2.09%Q2 2019Q3 202214
TSLA TESLA INC14140.12%1.22%2.35%Q2 2020Q3 202314
AGG ISHARES TR14140.41%0.69%1.03%Q2 2020Q3 202314
ISTB ISHARES TR14140.38%0.48%0.73%Q2 2020Q3 202314
IWR ISHARES TR14140.11%0.39%0.62%Q2 2020Q3 202314
RTX RTX CORPORATION14140.19%0.29%0.38%Q2 2020Q3 202314
AON AON PLC14140.15%0.19%0.26%Q2 2020Q3 202314
SDY SPDR SER TR14140.03%0.16%0.33%Q2 2020Q3 202314
HDV ISHARES TR14140.11%0.12%0.14%Q2 2020Q3 202314
TSCO TRACTOR SUPPLY CO14140.06%0.12%0.17%Q2 2020Q3 202314
DE DEERE & CO1310.05%0.12%0.36%Q2 2019Q3 202314
AMD ADVANCED MICRO DEVICES...14140.06%0.10%0.15%Q2 2020Q3 202314
EQIX EQUINIX INC14140.06%0.10%0.15%Q2 2020Q3 202314
ICE INTERCONTINENTAL EXCHA...14140.05%0.09%0.13%Q2 2020Q3 202314
PZA INVESCO EXCH TRADED FD...14140.06%0.08%0.12%Q2 2019Q3 202214
SUSA ISHARES TR14140.06%0.08%0.11%Q2 2020Q3 202314
GILD GILEAD SCIENCES INC14140.05%0.08%0.11%Q2 2020Q3 202314
IGSB ISHARES TR14140.04%0.07%0.12%Q2 2020Q3 202314
ETN EATON CORP PLC14140.06%0.07%0.10%Q2 2020Q3 202314
LNC LINCOLN NATL CORP IND810.04%0.07%0.12%Q2 2019Q3 202314
IWO ISHARES TR830.05%0.07%0.08%Q2 2019Q3 202314
CARR CARRIER GLOBAL CORPORA...14140.05%0.06%0.08%Q2 2020Q3 202314
CVS CVS HEALTH CORP14140.04%0.06%0.08%Q2 2020Q3 202314
OTIS OTIS WORLDWIDE CORP14140.04%0.06%0.08%Q2 2020Q3 202314
USB US BANCORP DEL730.04%0.06%0.10%Q2 2019Q3 202314
AZO AUTOZONE INC1130.05%0.06%0.07%Q2 2019Q3 202314
VBK VANGUARD INDEX FDS1010.03%0.06%0.08%Q4 2019Q3 202314
VNQ VANGUARD INDEX FDS1040.02%0.06%0.09%Q4 2019Q3 202314
YUM YUM BRANDS INC730.04%0.06%0.08%Q2 2019Q3 202314
BFK BLACKROCK MUN INCOME TR14140.02%0.05%0.08%Q2 2019Q3 202214
HAS HASBRO INC13130.04%0.07%0.10%Q2 2019Q2 202213
DGRO ISHARES TR12120.68%1.24%1.46%Q4 2020Q3 202312
VB VANGUARD INDEX FDS1110.06%0.11%0.15%Q2 2019Q3 202312
BDX BECTON DICKINSON & CO930.03%0.10%0.28%Q2 2019Q3 202312
FIS FIDELITY NATL INFORMAT...1110.03%0.09%0.17%Q1 2020Q1 202312
AMAT APPLIED MATLS INC12120.05%0.08%0.11%Q4 2020Q3 202312
VFC V F CORP12120.04%0.07%0.11%Q2 2019Q1 202212
VMC VULCAN MATLS CO910.03%0.06%0.09%Q2 2019Q3 202312
SNV SYNOVUS FINL CORP630.03%0.05%0.07%Q2 2019Q3 202312
BR BROADRIDGE FINL SOLUTI...810.03%0.05%0.06%Q2 2019Q3 202312
XLP SELECT SECTOR SPDR TR11110.05%0.19%0.35%Q1 2021Q3 202311
IBMO ISHARES TR11110.08%0.16%0.20%Q1 2021Q3 202311
BABA ALIBABA GROUP HLDG LTD11110.04%0.14%0.22%Q2 2019Q4 202111
PYPL PAYPAL HLDGS INC810.04%0.11%0.18%Q2 2019Q1 202311
IBMP ISHARES TR11110.06%0.10%0.15%Q1 2021Q3 202311
IEMG ISHARES INC11110.05%0.08%0.09%Q1 2021Q3 202311
VRP INVESCO EXCH TRADED FD...11110.04%0.07%0.09%Q2 2019Q4 202111
SLB SCHLUMBERGER LTD11110.06%0.06%0.09%Q1 2021Q3 202311
NKG NUVEEN GEORGIA QLTY MU...1010.02%0.06%0.08%Q2 2019Q1 202311
ALB ALBEMARLE CORP830.04%0.06%0.09%Q4 2020Q3 202311
DRI DARDEN RESTAURANTS INC650.04%0.05%0.06%Q4 2020Q3 202311
XEL XCEL ENERGY INC810.03%0.04%0.05%Q3 2020Q3 202311
XLU SELECT SECTOR SPDR TR10100.08%0.19%0.32%Q2 2021Q3 202310
IWP ISHARES TR10100.10%0.17%0.24%Q2 2021Q3 202310
NNBR NN INC10100.06%0.17%0.28%Q2 2019Q3 202110
MTUM ISHARES TR10100.04%0.13%0.26%Q2 2021Q3 202310
ROK ROCKWELL AUTOMATION INC10100.07%0.13%0.19%Q2 2021Q3 202310
VCR VANGUARD WORLD FDS10100.04%0.12%0.25%Q2 2021Q3 202310
DHR DANAHER CORPORATION10100.07%0.12%0.16%Q2 2021Q3 202310
IWS ISHARES TR10100.10%0.11%0.14%Q2 2021Q3 202310
ESGU ISHARES TR10100.07%0.11%0.14%Q2 2021Q3 202310
EAGG ISHARES TR10100.06%0.09%0.12%Q2 2021Q3 202310
EXR EXTRA SPACE STORAGE INC10100.05%0.09%0.14%Q2 2021Q3 202310
XLE SELECT SECTOR SPDR TR10100.05%0.08%0.12%Q2 2021Q3 202310
NOW SERVICENOW INC910.05%0.07%0.10%Q3 2020Q3 202310
COP CONOCOPHILLIPS730.04%0.07%0.11%Q2 2019Q3 202310
DD DUPONT DE NEMOURS INC520.04%0.07%0.12%Q2 2019Q1 202210
TTE TOTAL SE430.03%0.06%0.12%Q2 2019Q3 202310
C CITIGROUP INC510.03%0.06%0.10%Q2 2019Q1 202310
XJH ISHARES TR10100.03%0.05%0.06%Q2 2021Q3 202310
IBDM ISHARES TR990.59%1.51%1.92%Q2 2019Q2 20219
IBMN ISHARES TR990.07%0.13%0.19%Q3 2021Q3 20239
WMB WILLIAMS COS INC DEL810.04%0.13%0.21%Q2 2019Q3 20239
IBMM ISHARES TR990.07%0.12%0.16%Q3 2021Q3 20239
IBML ISHARES TR990.07%0.11%0.13%Q3 2021Q3 20239
IVW ISHARES TR990.06%0.09%0.20%Q3 2021Q3 20239
TRV TRAVELERS COMPANIES INC310.05%0.08%0.14%Q2 2019Q3 20239
MRVL MARVELL TECHNOLOGY INC630.04%0.07%0.12%Q2 2021Q3 20239
VTWO VANGUARD SCOTTSDALE FDS630.03%0.07%0.11%Q1 2021Q3 20239
WELL WELLTOWER INC630.04%0.06%0.11%Q2 2019Q2 20229
IGM ISHARES TR990.05%0.06%0.07%Q3 2021Q3 20239
FDL FIRST TR MORNINGSTAR D...540.04%0.06%0.08%Q2 2021Q3 20239
GE GENERAL ELECTRIC CO990.03%0.06%0.10%Q2 2019Q2 20219
ACN ACCENTURE PLC IRELAND410.04%0.06%0.09%Q2 2019Q3 20239
XLF SELECT SECTOR SPDR TR990.03%0.05%0.06%Q3 2021Q3 20239
MMTM SPDR SER TR880.20%0.27%0.35%Q2 2019Q1 20218
VAR VARIAN MED SYS INC880.06%0.14%0.17%Q2 2019Q1 20218
WCN WASTE CONNECTIONS INC880.09%0.12%0.14%Q4 2021Q3 20238
VFH VANGUARD WORLD FDS880.09%0.10%0.13%Q4 2021Q3 20238
KHC KRAFT HEINZ CO410.04%0.10%0.17%Q2 2019Q3 20238
FITB FIFTH THIRD BANCORP880.07%0.10%0.19%Q4 2021Q3 20238
IAU ISHARES GOLD TRUST880.07%0.08%0.10%Q2 2019Q1 20218
MTT WESTERN ASSET MUN DEF ...880.05%0.07%0.09%Q2 2019Q1 20218
EW EDWARDS LIFESCIENCES CORP530.04%0.05%0.05%Q2 2021Q3 20238
SPGI S&P GLOBAL INC620.03%0.04%0.05%Q1 2021Q2 20238
IXN ISHARES TR440.03%0.04%0.06%Q3 2021Q3 20238
PHYS SPROTT PHYSICAL GOLD TR880.03%0.04%0.05%Q4 2021Q3 20238
EPD ENTERPRISE PRODS PARTN...610.07%0.94%1.34%Q2 2019Q3 20237
PFG PRINCIPAL FINANCIAL GR...770.07%0.12%0.18%Q1 2022Q3 20237
SQ SQUARE INC770.05%0.07%0.08%Q3 2020Q1 20227
NXPI NXP SEMICONDUCTORS N V430.05%0.06%0.08%Q2 2021Q3 20237
SUSC ISHARES TR430.05%0.06%0.06%Q4 2021Q3 20237
SMH VANECK ETF TRUST770.05%0.06%0.06%Q1 2022Q3 20237
CCL CARNIVAL CORP430.02%0.05%0.14%Q2 2019Q3 20237
DOW DOW INC310.03%0.05%0.08%Q2 2019Q3 20237
UP WHEELS UP EXPERIENCE INC770.00%0.01%0.02%Q3 2021Q1 20237
IBDL ISHARES TR660.24%0.88%1.37%Q2 2019Q3 20206
VOE VANGUARD INDEX FDS660.11%0.21%0.30%Q2 2022Q3 20236
BRKA BERKSHIRE HATHAWAY INC...660.13%0.16%0.20%Q2 2022Q3 20236
GSK GLAXOSMITHKLINE PLC660.07%0.09%0.10%Q2 2019Q3 20206
CP CANADIAN PAC RY LTD660.05%0.09%0.14%Q4 2021Q1 20236
NTR NUTRIEN LTD660.04%0.08%0.13%Q1 2022Q2 20236
PFIX SIMPLIFY EXCHANGE TRAD...660.03%0.06%0.11%Q2 2022Q3 20236
ABMD ABIOMED INC660.05%0.05%0.06%Q4 2020Q1 20226
COF CAPITAL ONE FINL CORP330.04%0.05%0.05%Q2 2021Q4 20226
GPRO GOPRO INC660.01%0.02%0.04%Q2 2022Q3 20236
LUMIRADX LTD660.00%0.02%0.07%Q2 2022Q3 20236
BA BOEING CO320.05%0.35%0.61%Q2 2019Q1 20215
RDSB ROYAL DUTCH SHELL PLC550.06%0.23%0.39%Q2 2019Q2 20205
VPU VANGUARD WORLD FDS550.06%0.08%0.12%Q4 2019Q4 20205
UN UNILEVER N V320.07%0.07%0.08%Q2 2019Q3 20205
CHTR CHARTER COMMUNICATIONS...550.06%0.07%0.09%Q2 2021Q2 20225
SVC SERVICE PPTYS TR550.03%0.07%0.14%Q3 2019Q3 20205
CRWD CROWDSTRIKE HLDGS INC550.05%0.06%0.07%Q3 2021Q3 20225
NBIX NEUROCRINE BIOSCIENCES...550.05%0.05%0.06%Q3 2022Q3 20235
RDIV INVESCO EXCHNG TRADED ...440.93%1.19%1.47%Q2 2019Q1 20204
UTX UNITED TECHNOLOGIES CORP440.46%0.57%0.61%Q2 2019Q1 20204
IBTE ISHARES TR440.31%0.57%0.84%Q4 2022Q3 20234
LVHD LEGG MASON ETF INVT TR440.07%0.23%0.41%Q2 2019Q1 20204
RTN RAYTHEON CO440.15%0.18%0.22%Q2 2019Q1 20204
SPYD SPDR SER TR440.15%0.17%0.20%Q2 2019Q1 20204
VTR VENTAS INC310.05%0.16%0.22%Q2 2019Q3 20204
AON AON PLC440.10%0.13%0.15%Q2 2019Q1 20204
PAPR INNOVATOR ETFS TR310.04%0.11%0.14%Q2 2021Q3 20234
TRI THOMSON REUTERS CORP.440.09%0.11%0.12%Q2 2020Q1 20214
IAU ISHARES GOLD TR310.06%0.11%0.13%Q2 2021Q3 20234
RDSA ROYAL DUTCH SHELL PLC440.08%0.11%0.12%Q2 2019Q1 20204
SJM SMUCKER J M CO440.08%0.10%0.14%Q4 2022Q3 20234
PANW PALO ALTO NETWORKS INC440.05%0.09%0.13%Q4 2022Q3 20234
POCT INNOVATOR ETFS TR440.06%0.09%0.11%Q4 2022Q3 20234
CLX CLOROX CO DEL440.06%0.07%0.08%Q1 2020Q4 20204
OKE ONEOK INC NEW310.05%0.07%0.07%Q2 2019Q3 20234
KLAC KLA CORP440.05%0.06%0.07%Q4 2022Q3 20234
IBMK ISHARES TR440.05%0.06%0.07%Q4 2020Q3 20214
SCHE SCHWAB STRATEGIC TR440.04%0.05%0.06%Q2 2022Q1 20234
BIIB BIOGEN INC210.04%0.05%0.06%Q2 2020Q3 20234
CB CHUBB LIMITED440.04%0.04%0.05%Q4 2022Q3 20234
ASML ASML HOLDING N V310.04%0.04%0.05%Q1 2022Q3 20234
GENERAL ELECTRIC CO310.03%0.04%0.05%Q3 2021Q3 20234
ANSS ANSYS INC110.03%0.04%0.05%Q4 2020Q1 20234
O REALTY INCOME CORP310.03%0.04%0.06%Q3 2019Q3 20234
SBUX STARBUCKS CORP310.03%0.03%0.04%Q4 2021Q3 20234
IBDT ISHARES TR330.20%1.10%1.84%Q1 2023Q3 20233
ACWV ISHARES INC330.35%0.35%0.35%Q2 2020Q4 20203
INNOVATOR ETFS TR330.04%0.18%0.40%Q1 2023Q3 20233
OVT LISTED FD TR330.06%0.15%0.21%Q3 2021Q1 20223
KSU KANSAS CITY SOUTHERN330.12%0.15%0.17%Q1 2021Q3 20213
PXD PIONEER NAT RES CO330.12%0.12%0.12%Q1 2023Q3 20233
TLT ISHARES TR330.09%0.11%0.13%Q1 2023Q3 20233
HCA HCA HEALTHCARE INC330.06%0.11%0.18%Q1 2023Q3 20233
SHY ISHARES TR330.10%0.11%0.11%Q1 2023Q3 20233
PDEC INNOVATOR ETFS TR330.08%0.09%0.10%Q1 2023Q3 20233
IBTF ISHARES TR330.08%0.08%0.09%Q1 2023Q3 20233
DIMENSIONAL ETF TRUST330.07%0.08%0.08%Q1 2023Q3 20233
BYRN BYRNA TECHNOLOGIES INC330.03%0.08%0.12%Q1 2023Q3 20233
BX BLACKSTONE INC330.07%0.08%0.09%Q1 2023Q3 20233
LINDE PLC330.07%0.07%0.07%Q1 2023Q3 20233
FIRST TR EXCHNG TRADED...330.07%0.07%0.07%Q1 2023Q3 20233
BCE BCE INC330.06%0.07%0.07%Q2 2019Q4 20193
FIRST TR EXCHNG TRADED...330.06%0.07%0.07%Q1 2023Q3 20233
TIP ISHARES TR330.06%0.07%0.07%Q1 2023Q3 20233
CCAP CRESCENT CAP BDC INC330.05%0.06%0.08%Q4 2020Q2 20213
VXF VANGUARD INDEX FDS330.06%0.06%0.06%Q1 2023Q3 20233
IWN ISHARES TR330.06%0.06%0.06%Q1 2023Q3 20233
CDW CDW CORP330.06%0.06%0.06%Q1 2023Q3 20233
DFUS DIMENSIONAL ETF TRUST330.06%0.06%0.06%Q1 2023Q3 20233
PAUG INNOVATOR ETFS TR330.05%0.06%0.06%Q1 2023Q3 20233
MTB M & T BK CORP210.02%0.05%0.08%Q2 2021Q3 20233
VCLT VANGUARD SCOTTSDALE FDS330.05%0.05%0.06%Q1 2023Q3 20233
VDE VANGUARD WORLD FDS330.04%0.05%0.08%Q1 2023Q3 20233
FTEC FIDELITY COVINGTON TRUST330.04%0.05%0.06%Q1 2023Q3 20233
FDIS FIDELITY COVINGTON TRUST330.05%0.05%0.05%Q2 2021Q4 20213
TDV PROSHARES TR330.04%0.05%0.06%Q1 2023Q3 20233
BUD ANHEUSER BUSCH INBEV S...330.05%0.05%0.05%Q4 2021Q2 20223
EPAM EPAM SYS INC330.04%0.05%0.06%Q2 2021Q4 20213
WY WEYERHAEUSER CO MTN BE330.05%0.05%0.05%Q1 2023Q3 20233
IBMJ ISHARES TR330.04%0.05%0.05%Q4 2020Q2 20213
CTVA CORTEVA INC330.04%0.04%0.05%Q1 2022Q3 20223
GM GENERAL MTRS CO210.04%0.04%0.05%Q1 2021Q4 20213
NIE VIRTUS ALLIANZGI EQUIT...330.04%0.04%0.04%Q2 2021Q4 20213
WSO WATSCO INC330.04%0.04%0.04%Q1 2023Q3 20233
IHI ISHARES TR330.03%0.04%0.05%Q1 2023Q3 20233
PSEP INNOVATOR ETFS TR330.04%0.04%0.04%Q1 2023Q3 20233
VXUS VANGUARD STAR FDS330.04%0.04%0.04%Q1 2023Q3 20233
IBTD ISHARES TR330.04%0.04%0.04%Q1 2023Q3 20233
IJH ISHARES TR330.03%0.04%0.06%Q1 2023Q3 20233
NAPR INNOVATOR ETFS TR330.04%0.04%0.04%Q1 2023Q3 20233
VEA VANGUARD TAX-MANAGED FDS330.04%0.04%0.04%Q1 2023Q3 20233
SUSB ISHARES TR330.04%0.04%0.04%Q1 2023Q3 20233
IEF ISHARES TR330.03%0.04%0.04%Q1 2023Q3 20233
GLW CORNING INC210.03%0.04%0.05%Q1 2021Q2 20233
RSG REPUBLIC SVCS INC330.03%0.04%0.04%Q1 2023Q3 20233
SCHW SCHWAB CHARLES CORP330.03%0.04%0.04%Q1 2023Q3 20233
MS MORGAN STANLEY330.03%0.03%0.04%Q1 2023Q3 20233
KJAN INNOVATOR ETFS TR210.03%0.03%0.05%Q2 2021Q2 20233
PSX PHILLIPS 66330.03%0.03%0.04%Q1 2023Q3 20233
UAUG INNOVATOR ETFS TR330.03%0.03%0.04%Q1 2023Q3 20233
SLV ISHARES SILVER TR330.03%0.03%0.04%Q1 2023Q3 20233
GS GOLDMAN SACHS GROUP INC330.03%0.03%0.04%Q1 2023Q3 20233
CDNS CADENCE DESIGN SYSTEM INC330.03%0.03%0.03%Q1 2023Q3 20233
CMI CUMMINS INC330.03%0.03%0.03%Q1 2023Q3 20233
WORLD GOLD TR330.03%0.03%0.03%Q1 2023Q3 20233
PWV INVESCO EXCHANGE TRADE...330.03%0.03%0.03%Q1 2023Q3 20233
INNOVATOR ETFS TR330.03%0.03%0.03%Q1 2023Q3 20233
MOAT VANECK ETF TRUST330.03%0.03%0.03%Q1 2023Q3 20233
ATR APTARGROUP INC330.03%0.03%0.03%Q1 2023Q3 20233
BFLY BUTTERFLY NETWORK INC330.00%0.00%0.00%Q1 2023Q3 20233
MGTA MAGENTA THERAPEUTICS INC330.00%0.00%0.00%Q4 2022Q2 20233
SCHWAB CHARLES FAMILY FD220.41%0.42%0.44%Q2 2022Q3 20222
CDC VICTORY PORTFOLIOS II220.19%0.30%0.40%Q2 2019Q3 20192
CSB VICTORY PORTFOLIOS II220.14%0.18%0.22%Q2 2019Q3 20192
CANADIAN PACIFIC KANSA...220.14%0.14%0.14%Q2 2023Q3 20232
CELG CELGENE CORP220.13%0.13%0.13%Q2 2019Q3 20192
BBT BB&T CORP220.12%0.13%0.14%Q2 2019Q3 20192
OXM OXFORD INDS INC110.05%0.11%0.16%Q2 2019Q1 20212
BP BP PLC110.07%0.08%0.09%Q2 2019Q4 20192
STI SUNTRUST BKS INC220.08%0.08%0.08%Q2 2019Q3 20192
MRVL MARVELL TECHNOLOGY GRO...220.07%0.07%0.08%Q4 2020Q1 20212
BPL BUCKEYE PARTNERS L P220.06%0.06%0.06%Q2 2019Q3 20192
FSLY FASTLY INC220.06%0.06%0.06%Q2 2020Q3 20202
JAZZ JAZZ PHARMACEUTICALS PLC220.05%0.06%0.06%Q2 2023Q3 20232
SLF SUN LIFE FINL INC110.04%0.05%0.06%Q4 2019Q3 20232
HRC HILL-ROM HLDGS INC220.04%0.05%0.06%Q2 2021Q3 20212
GNRC GENERAC HLDGS INC220.04%0.05%0.05%Q1 2022Q2 20222
VIGI VANGUARD WHITEHALL FDS220.03%0.05%0.06%Q2 2023Q3 20232
DOCU DOCUSIGN INC220.04%0.05%0.05%Q2 2021Q3 20212
VOX VANGUARD WORLD FDS220.04%0.05%0.05%Q4 2021Q1 20222
RIO RIO TINTO PLC220.04%0.04%0.04%Q1 2023Q2 20232
FCX FREEPORT-MCMORAN INC220.03%0.04%0.05%Q1 2023Q2 20232
USLM UNITED STS LIME & MINE...220.04%0.04%0.04%Q2 2023Q3 20232
MMP MAGELLAN MIDSTREAM PRT...220.04%0.04%0.04%Q1 2023Q2 20232
TMFC RBB FD INC220.03%0.03%0.04%Q2 2023Q3 20232
XLC SELECT SECTOR SPDR TR220.03%0.03%0.03%Q2 2023Q3 20232
EVRG EVERGY INC220.03%0.03%0.04%Q1 2023Q2 20232
CW CURTISS WRIGHT CORP110.03%0.03%0.04%Q1 2023Q3 20232
IBMQ ISHARES TR220.03%0.03%0.03%Q2 2023Q3 20232
BSV VANGUARD BD INDEX FDS220.03%0.03%0.03%Q1 2023Q2 20232
MPC MARATHON PETE CORP110.03%0.03%0.03%Q1 2023Q3 20232
FIX COMFORT SYS USA INC220.03%0.03%0.03%Q2 2023Q3 20232
HPQ HP INC220.03%0.03%0.03%Q1 2023Q2 20232
MOO VANECK ETF TRUST220.03%0.03%0.03%Q1 2023Q2 20232
IJAN INNOVATOR ETFS TR220.03%0.03%0.03%Q1 2023Q2 20232
BSEP INNOVATOR ETFS TR220.03%0.03%0.03%Q2 2023Q3 20232
CTSH COGNIZANT TECHNOLOGY S...220.03%0.03%0.03%Q2 2023Q3 20232
NZF NUVEEN MUNICIPAL CREDI...220.02%0.02%0.02%Q2 2023Q3 20232
CX CEMEX SAB DE CV110.02%0.02%0.02%Q1 2021Q3 20212
XAN EXANTAS CAP CORP220.01%0.01%0.01%Q3 2020Q4 20202
LODE COMSTOCK INC220.00%0.00%0.00%Q2 2023Q3 20232
TSS TOTAL SYS SVCS INC110.55%0.55%0.55%Q2 2019Q2 20191
UFEB INNOVATOR ETFS TR110.28%0.28%0.28%Q4 2022Q4 20221
HPT HOSPITALITY PPTYS TR110.14%0.14%0.14%Q2 2019Q2 20191
IFF INTERNATIONAL FLAVORS&...110.09%0.09%0.09%Q2 2021Q2 20211
ZM ZOOM VIDEO COMMUNICATI...110.08%0.08%0.08%Q3 2020Q3 20201
CEZ VICTORY PORTFOLIOS II110.07%0.07%0.07%Q2 2019Q2 20191
RCI ROGERS COMMUNICATIONS INC110.07%0.07%0.07%Q2 2019Q2 20191
PCAR PACCAR INC110.06%0.06%0.06%Q2 2019Q2 20191
PHG KONINKLIJKE PHILIPS N V110.06%0.06%0.06%Q2 2019Q2 20191
MRNA MODERNA INC110.05%0.05%0.05%Q3 2021Q3 20211
AIG AMERICAN INTL GROUP INC110.05%0.05%0.05%Q3 2023Q3 20231
MAR MARRIOTT INTL INC NEW110.05%0.05%0.05%Q3 2023Q3 20231
SMG SCOTTS MIRACLE-GRO CO110.05%0.05%0.05%Q1 2021Q1 20211
MTCH MATCH GROUP INC NEW110.05%0.05%0.05%Q3 2021Q3 20211
NIE ALLIANZGI EQUITY & CON...110.05%0.05%0.05%Q4 2020Q4 20201
OGN ORGANON & CO110.04%0.04%0.04%Q3 2021Q3 20211
FOCS FOCUS FINL PARTNERS INC110.04%0.04%0.04%Q4 2021Q4 20211
MLPA GLOBAL X FDS110.03%0.03%0.03%Q1 2023Q1 20231
INNOVATOR ETFS TR110.03%0.03%0.03%Q1 2023Q1 20231
SBAC SBA COMMUNICATIONS COR...110.03%0.03%0.03%Q1 2023Q1 20231
BIP BROOKFIELD INFRAST PAR...110.03%0.03%0.03%Q2 2023Q2 20231
SCCO SOUTHERN COPPER CORP110.03%0.03%0.03%Q1 2023Q1 20231
MKC MCCORMICK & CO INC110.03%0.03%0.03%Q3 2023Q3 20231
MSCI MSCI INC110.03%0.03%0.03%Q3 2023Q3 20231
DDOG DATADOG INC110.03%0.03%0.03%Q3 2023Q3 20231
NVO NOVO-NORDISK A S110.03%0.03%0.03%Q3 2023Q3 20231
BCC BOISE CASCADE CO DEL110.03%0.03%0.03%Q3 2023Q3 20231
GAB GABELLI EQUITY TR INC110.02%0.02%0.02%Q3 2023Q3 20231
ENLC ENLINK MIDSTREAM LLC110.02%0.02%0.02%Q1 2023Q1 20231
AWF ALLIANCEBERNSTEIN GLOB...110.02%0.02%0.02%Q3 2023Q3 20231
SIRI SIRIUS XM HLDGS INC110.02%0.02%0.02%Q2 2019Q2 20191
ACR ACRES COMMERCIAL REALT...110.01%0.01%0.01%Q3 2023Q3 20231
OXM OXFORD INDS INC110.00%0.00%0.00%Q2 2019Q2 20191
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The securities at the top of the list , including APPLE INC, MICROSOFT CORP, and JOHNSON & JOHNSON, are the highest-conviction holdings of Sound View Wealth Advisors Group, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Sound View Wealth Advisors Group, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Sound View Wealth Advisors Group, LLC owns currently or has owned in the past.