$529 Million is the total value of Sound View Wealth Advisors Group, LLC's 290 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 13.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IBDR | Buy | ISHARES TRibonds dec2026 | $12,142,000 | +4.3% | 465,750 | +6.1% | 2.30% | -5.6% |
| TSLA | Buy | TESLA INC | $11,986,000 | +37.4% | 11,342 | +0.8% | 2.26% | +24.3% |
| JNJ | Buy | JOHNSON & JOHNSON | $11,046,000 | +7.2% | 64,571 | +1.2% | 2.09% | -2.9% |
| IBDO | Buy | ISHARES TRibonds dec23 etf | $10,768,000 | +3.2% | 419,475 | +4.5% | 2.04% | -6.6% |
| IBDQ | Buy | ISHARES TRibonds dec25 etf | $10,769,000 | +7.4% | 407,592 | +9.2% | 2.04% | -2.8% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $10,264,000 | +12.5% | 90,174 | +2.8% | 1.94% | +1.8% |
| IBDP | Buy | ISHARES TRibonds dec24 etf | $8,824,000 | +7.0% | 340,291 | +8.5% | 1.67% | -3.1% |
| PG | Buy | PROCTER AND GAMBLE CO | $8,740,000 | +17.2% | 53,429 | +0.2% | 1.65% | +6.1% |
| DGRO | Buy | ISHARES TRcore div grwth | $7,712,000 | +21.9% | 138,763 | +10.2% | 1.46% | +10.4% |
| JPM | Buy | JPMORGAN CHASE & CO | $7,214,000 | +0.2% | 45,555 | +3.6% | 1.36% | -9.4% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $7,074,000 | +50.4% | 87,513 | +38.1% | 1.34% | +36.0% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $7,044,000 | +11.0% | 2,434 | +2.2% | 1.33% | +0.5% |
| LLY | Buy | LILLY ELI & CO | $6,922,000 | +20.2% | 25,061 | +0.6% | 1.31% | +8.8% |
| MCD | Buy | MCDONALDS CORP | $6,059,000 | +11.6% | 22,603 | +0.4% | 1.14% | +1.0% |
| VOO | Buy | VANGUARD INDEX FDS | $5,748,000 | +38.1% | 13,166 | +24.8% | 1.09% | +25.0% |
| ABBV | Buy | ABBVIE INC | $5,705,000 | +26.4% | 42,134 | +0.7% | 1.08% | +14.3% |
| SO | Buy | SOUTHERN CO | $5,704,000 | +14.0% | 83,174 | +3.0% | 1.08% | +3.2% |
| KO | Buy | COCA COLA CO | $5,674,000 | +13.3% | 95,822 | +0.3% | 1.07% | +2.5% |
| AGG | Buy | ISHARES TRcore us aggbd et | $5,471,000 | +14.1% | 47,962 | +14.8% | 1.03% | +3.2% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $5,218,000 | +12.3% | 14,362 | +4.6% | 0.99% | +1.6% |
| PEP | Buy | PEPSICO INC | $5,139,000 | +17.6% | 29,583 | +1.9% | 0.97% | +6.5% |
| AMGN | Buy | AMGEN INC | $4,878,000 | +9.3% | 21,681 | +3.3% | 0.92% | -1.1% |
| INTC | Buy | INTEL CORP | $4,480,000 | -2.9% | 86,988 | +0.5% | 0.85% | -12.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $4,275,000 | +10.4% | 14,298 | +0.8% | 0.81% | -0.1% |
| NVDA | Buy | NVIDIA CORPORATION | $4,207,000 | +58.9% | 14,305 | +12.0% | 0.80% | +43.8% |
| MRK | Buy | MERCK & CO INC | $3,664,000 | +5.9% | 47,802 | +3.8% | 0.69% | -4.3% |
| CVX | Buy | CHEVRON CORP NEW | $3,540,000 | +17.6% | 30,168 | +1.7% | 0.67% | +6.5% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $3,407,000 | +10.2% | 1,176 | +1.7% | 0.64% | -0.3% |
| WMT | Buy | WALMART INC | $3,356,000 | +7.8% | 23,193 | +3.8% | 0.63% | -2.5% |
| IWR | Buy | ISHARES TRrus mid cap etf | $3,305,000 | +26.2% | 39,810 | +18.9% | 0.62% | +14.3% |
| NEE | Buy | NEXTERA ENERGY INC | $3,252,000 | +28.0% | 34,831 | +7.7% | 0.62% | +15.8% |
| DEO | Buy | DIAGEO PLCspon adr new | $3,148,000 | +14.5% | 14,298 | +0.4% | 0.60% | +3.7% |
| QCOM | Buy | QUALCOMM INC | $2,848,000 | +52.5% | 15,575 | +7.6% | 0.54% | +37.9% |
| ABT | Buy | ABBOTT LABS | $2,790,000 | +22.3% | 19,823 | +2.7% | 0.53% | +10.7% |
| ISTB | Buy | ISHARES TRcore 1 5 yr usd | $2,559,000 | +14.7% | 50,745 | +16.1% | 0.48% | +3.9% |
| AVGO | Buy | BROADCOM INC | $2,458,000 | +40.4% | 3,693 | +2.3% | 0.46% | +27.0% |
| DIS | Buy | DISNEY WALT CO | $2,453,000 | -5.5% | 15,837 | +3.2% | 0.46% | -14.4% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,261,000 | +11.7% | 4,760 | +0.9% | 0.43% | +0.9% |
| XOM | Buy | EXXON MOBIL CORP | $2,244,000 | +26.4% | 36,665 | +21.4% | 0.42% | +14.3% |
| ITW | New | ILLINOIS TOOL WKS INC | $2,087,000 | – | 8,455 | +100.0% | 0.39% | – |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $2,016,000 | +25.5% | 8,349 | +15.5% | 0.38% | +13.7% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $1,970,000 | -5.7% | 39,137 | +4.7% | 0.37% | -14.7% |
| FB | Buy | META PLATFORMS INCcl a | $1,848,000 | -0.1% | 5,495 | +0.8% | 0.35% | -9.6% |
| TXN | Buy | TEXAS INSTRS INC | $1,766,000 | +7.7% | 9,372 | +9.9% | 0.33% | -2.3% |
| HON | Buy | HONEYWELL INTL INC | $1,749,000 | +0.8% | 8,390 | +2.6% | 0.33% | -8.6% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $1,738,000 | +1.9% | 13,007 | +5.9% | 0.33% | -7.9% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $1,731,000 | +12.1% | 19,460 | +2.3% | 0.33% | +1.6% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $1,713,000 | +48.3% | 15,276 | +36.6% | 0.32% | +34.4% |
| BAC | Buy | BK OF AMERICA CORP | $1,709,000 | +6.9% | 38,420 | +2.0% | 0.32% | -3.3% |
| DUK | Buy | DUKE ENERGY CORP NEW | $1,700,000 | +18.2% | 16,208 | +10.0% | 0.32% | +7.0% |
| LOW | Buy | LOWES COS INC | $1,700,000 | +30.3% | 6,576 | +2.3% | 0.32% | +17.6% |
| WRB | Buy | BERKLEY W R CORP | $1,689,000 | +12.6% | 20,494 | +0.0% | 0.32% | +1.9% |
| V | Buy | VISA INC | $1,686,000 | -0.6% | 7,779 | +2.2% | 0.32% | -9.9% |
| MDT | Buy | MEDTRONIC PLC | $1,518,000 | -12.0% | 14,675 | +6.6% | 0.29% | -20.3% |
| MMM | Buy | 3M CO | $1,480,000 | +9.5% | 8,334 | +8.2% | 0.28% | -0.7% |
| IWB | Buy | ISHARES TRrus 1000 etf | $1,448,000 | +11.2% | 5,477 | +1.7% | 0.27% | +0.7% |
| PAYX | Buy | PAYCHEX INC | $1,402,000 | +33.4% | 10,270 | +9.8% | 0.26% | +21.0% |
| COST | Buy | COSTCO WHSL CORP NEW | $1,375,000 | +36.8% | 2,422 | +8.3% | 0.26% | +23.8% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $1,370,000 | +4.6% | 6,159 | +2.8% | 0.26% | -5.5% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $1,347,000 | +27.2% | 7,745 | +9.2% | 0.26% | +15.4% |
| CRM | Buy | SALESFORCE COM INC | $1,310,000 | +7.8% | 5,154 | +15.0% | 0.25% | -2.4% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $1,290,000 | +3.9% | 7,097 | +0.3% | 0.24% | -5.8% |
| USMV | Buy | ISHARES TRmsci usa min vol | $1,279,000 | +10.1% | 15,811 | +0.0% | 0.24% | -0.4% |
| LRCX | Buy | LAM RESEARCH CORP | $1,225,000 | +28.0% | 1,703 | +1.3% | 0.23% | +16.0% |
| SHOP | Buy | SHOPIFY INCcl a | $1,230,000 | +4.2% | 893 | +2.6% | 0.23% | -5.7% |
| ZTS | Buy | ZOETIS INCcl a | $1,182,000 | +29.2% | 4,842 | +2.7% | 0.22% | +16.8% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $1,147,000 | +0.9% | 13,327 | +0.8% | 0.22% | -8.4% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $1,140,000 | +39.4% | 2,946 | +29.7% | 0.22% | +25.7% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $1,098,000 | +23.2% | 7,793 | +11.3% | 0.21% | +11.8% |
| NKE | Buy | NIKE INCcl b | $1,078,000 | +21.9% | 6,466 | +6.2% | 0.20% | +10.3% |
| TGT | Buy | TARGET CORP | $1,024,000 | +4.0% | 4,425 | +2.8% | 0.19% | -5.8% |
| GSLC | Buy | GOLDMAN SACHS ETF TRactivebeta us lg | $1,008,000 | +16.3% | 10,598 | +5.1% | 0.19% | +5.5% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $981,000 | +11.4% | 8,565 | +6.2% | 0.18% | +0.5% |
| NFLX | Buy | NETFLIX INC | $978,000 | +0.3% | 1,623 | +1.6% | 0.18% | -9.3% |
| BAX | Buy | BAXTER INTL INC | $937,000 | +8.4% | 10,919 | +1.7% | 0.18% | -1.7% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $877,000 | +8.4% | 2,442 | +200.0% | 0.17% | -1.8% |
| DHR | Buy | DANAHER CORPORATION | $857,000 | +26.0% | 2,605 | +16.7% | 0.16% | +14.1% |
| CSX | Buy | CSX CORP | $850,000 | +26.3% | 22,616 | +0.0% | 0.16% | +14.2% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $843,000 | +14.7% | 12,633 | +4.6% | 0.16% | +3.2% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $801,000 | +42.3% | 3,543 | +37.6% | 0.15% | +28.0% |
| IEFA | Buy | ISHARES TRcore msci eafe | $787,000 | +7.1% | 10,546 | +6.5% | 0.15% | -3.2% |
| WFC | Buy | WELLS FARGO CO NEW | $777,000 | +125.2% | 16,202 | +118.1% | 0.15% | +104.2% |
| DVY | Buy | ISHARES TRselect divid etf | $763,000 | +22.5% | 6,224 | +14.6% | 0.14% | +10.8% |
| FDX | Buy | FEDEX CORP | $720,000 | +40.4% | 2,784 | +19.0% | 0.14% | +27.1% |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $697,000 | -0.3% | 5,487 | +14.9% | 0.13% | -9.6% |
| ROK | Buy | ROCKWELL AUTOMATION INC | $697,000 | +25.8% | 1,998 | +6.0% | 0.13% | +13.8% |
| HSY | Buy | HERSHEY CO | $680,000 | +14.5% | 3,514 | +0.1% | 0.13% | +4.0% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $670,000 | +29.3% | 3,050 | +6.8% | 0.13% | +17.6% |
| PGR | Buy | PROGRESSIVE CORP | $660,000 | +31.5% | 6,433 | +15.9% | 0.12% | +19.0% |
| AXP | Buy | AMERICAN EXPRESS CO | $662,000 | +0.9% | 4,048 | +3.3% | 0.12% | -8.8% |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $659,000 | +23.2% | 4,122 | +0.1% | 0.12% | +11.6% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $654,000 | +29.2% | 8,488 | +15.5% | 0.12% | +17.0% |
| HDV | Buy | ISHARES TRcore high dv etf | $643,000 | +8.1% | 6,366 | +0.9% | 0.12% | -1.6% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $619,000 | +1.8% | 7,309 | +2.8% | 0.12% | -7.9% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $612,000 | +15.5% | 2,091 | +4.8% | 0.12% | +4.5% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $613,000 | +26.1% | 8,569 | +12.7% | 0.12% | +14.9% |
| MRVL | Buy | MARVELL TECHNOLOGY INC | $606,000 | +51.1% | 6,931 | +4.3% | 0.12% | +36.9% |
| EAGG | Buy | ISHARES TResg awr us agrgt | $607,000 | +17.2% | 11,002 | +17.1% | 0.12% | +6.5% |
| ESGU | Buy | ISHARES TResg awr msci usa | $607,000 | +43.8% | 5,623 | +31.3% | 0.12% | +30.7% |
| UL | Buy | UNILEVER PLCspon adr new | $596,000 | +2.1% | 11,075 | +2.8% | 0.11% | -7.4% |
| ANTM | Buy | ANTHEM INC | $587,000 | +26.8% | 1,267 | +1.9% | 0.11% | +14.4% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $588,000 | +32.4% | 2,743 | +12.5% | 0.11% | +19.4% |
| BLK | Buy | BLACKROCK INC | $574,000 | +14.1% | 627 | +4.5% | 0.11% | +2.9% |
| VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $558,000 | +10.3% | 6,217 | +8.6% | 0.10% | -0.9% |
| GLD | Buy | SPDR GOLD TR | $558,000 | +11.2% | 3,266 | +6.8% | 0.10% | 0.0% |
| UNP | Buy | UNION PAC CORP | $543,000 | +29.3% | 2,155 | +0.7% | 0.10% | +17.0% |
| EQIX | Buy | EQUINIX INC | $540,000 | +15.6% | 638 | +8.0% | 0.10% | +4.1% |
| TJX | Buy | TJX COS INC NEW | $535,000 | +27.7% | 7,050 | +11.1% | 0.10% | +14.8% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $537,000 | +31.9% | 8,095 | +15.7% | 0.10% | +18.8% |
| AMAT | Buy | APPLIED MATLS INC | $527,000 | +24.0% | 3,346 | +1.2% | 0.10% | +12.4% |
| SUSA | Buy | ISHARES TRmsci usa esg slc | $529,000 | +27.5% | 4,982 | +15.3% | 0.10% | +14.9% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $519,000 | +13.1% | 4,317 | +5.1% | 0.10% | +2.1% |
| NOW | Buy | SERVICENOW INC | $505,000 | +71.8% | 778 | +64.8% | 0.10% | +55.7% |
| WCN | New | WASTE CONNECTIONS INC | $486,000 | – | 3,563 | +100.0% | 0.09% | – |
| VFH | New | VANGUARD WORLD FDSfinancials etf | $467,000 | – | 4,837 | +100.0% | 0.09% | – |
| HUM | Buy | HUMANA INC | $460,000 | +20.7% | 991 | +1.1% | 0.09% | +8.8% |
| MET | Buy | METLIFE INC | $457,000 | +2.0% | 7,308 | +0.6% | 0.09% | -8.5% |
| SYY | Buy | SYSCO CORP | $439,000 | +12.9% | 5,587 | +12.8% | 0.08% | +2.5% |
| IBMN | Buy | ISHARES TRibonds dec 25 | $410,000 | +30.6% | 14,700 | +31.0% | 0.08% | +16.7% |
| CVS | Buy | CVS HEALTH CORP | $405,000 | +23.1% | 3,923 | +1.1% | 0.08% | +11.6% |
| IBMM | Buy | ISHARES TRibonds dec | $410,000 | +20.9% | 15,281 | +21.3% | 0.08% | +8.5% |
| GILD | Buy | GILEAD SCIENCES INC | $402,000 | +30.5% | 5,543 | +25.8% | 0.08% | +18.8% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $395,000 | -1.5% | 4,861 | +0.0% | 0.08% | -10.7% |
| IBML | Buy | ISHARES TRibonds dec2023 | $395,000 | +16.9% | 15,235 | +17.3% | 0.08% | +5.6% |
| IGM | Buy | ISHARES TRexpnd tec sc etf | $387,000 | +8.7% | 882 | +0.1% | 0.07% | -1.4% |
| FITB | New | FIFTH THIRD BANCORP | $388,000 | – | 8,913 | +100.0% | 0.07% | – |
| VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $382,000 | +38.4% | 1,910 | +23.9% | 0.07% | +24.1% |
| SNY | Buy | SANOFIsponsored adr | $380,000 | +8.0% | 7,593 | +4.0% | 0.07% | -2.7% |
| IBB | Buy | ISHARES TRishares biotech | $381,000 | -4.8% | 2,493 | +0.8% | 0.07% | -14.3% |
| D | Buy | DOMINION ENERGY INC | $365,000 | +25.9% | 4,651 | +17.2% | 0.07% | +13.1% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $364,000 | +31.4% | 1,925 | +17.4% | 0.07% | +19.0% |
| EFA | Buy | ISHARES TRmsci eafe etf | $351,000 | +0.9% | 4,466 | +0.2% | 0.07% | -9.6% |
| OTIS | Buy | OTIS WORLDWIDE CORP | $345,000 | +7.1% | 3,960 | +1.1% | 0.06% | -3.0% |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $336,000 | -0.9% | 16,535 | +0.1% | 0.06% | -9.9% |
| CI | Buy | CIGNA CORP NEW | $334,000 | +14.8% | 1,456 | +0.1% | 0.06% | +3.3% |
| SUSC | New | ISHARES TResg awre usd etf | $326,000 | – | 11,935 | +100.0% | 0.06% | – |
| CHTR | Buy | CHARTER COMMUNICATIONS INC Ncl a | $323,000 | -5.0% | 495 | +6.0% | 0.06% | -14.1% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $311,000 | 0.0% | 1,060 | +0.1% | 0.06% | -9.2% |
| DE | Buy | DEERE & CO | $314,000 | +44.0% | 917 | +40.9% | 0.06% | +28.3% |
| SLB | Buy | SCHLUMBERGER LTD | $309,000 | +1.0% | 10,332 | +0.1% | 0.06% | -9.4% |
| HAS | Buy | HASBRO INC | $301,000 | +20.4% | 2,953 | +5.5% | 0.06% | +9.6% |
| SQ | Buy | BLOCK INCcl a | $290,000 | -27.5% | 1,798 | +7.9% | 0.06% | -34.5% |
| XJH | Buy | ISHARES TResg scrd s&p mid | $284,000 | +26.2% | 7,299 | +17.0% | 0.05% | +14.9% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $284,000 | -15.0% | 1,387 | +2.1% | 0.05% | -22.9% |
| SPGI | Buy | S&P GLOBAL INC | $283,000 | +14.6% | 600 | +3.3% | 0.05% | +1.9% |
| CP | New | CANADIAN PAC RY LTD | $283,000 | – | 3,936 | +100.0% | 0.05% | – |
| FDIS | Buy | FIDELITY COVINGTON TRUSTmsci consm dis | $269,000 | +10.2% | 3,042 | +0.2% | 0.05% | 0.0% |
| VFC | Buy | V F CORP | $265,000 | +9.5% | 3,616 | +0.2% | 0.05% | -2.0% |
| BUD | New | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $254,000 | – | 4,200 | +100.0% | 0.05% | – |
| FDL | Buy | FIRST TR MORNINGSTAR DIVID L | $246,000 | +8.8% | 6,916 | +0.3% | 0.05% | -2.1% |
| VOX | New | VANGUARD WORLD FDS | $240,000 | – | 1,771 | +100.0% | 0.04% | – |
| DD | New | DUPONT DE NEMOURS INC | $237,000 | – | 2,934 | +100.0% | 0.04% | – |
| ANSS | New | ANSYS INC | $232,000 | – | 579 | +100.0% | 0.04% | – |
| SBUX | New | STARBUCKS CORP | $228,000 | – | 1,946 | +100.0% | 0.04% | – |
| VMC | New | VULCAN MATLS CO | $224,000 | – | 1,080 | +100.0% | 0.04% | – |
| WMB | New | WILLIAMS COS INC | $222,000 | – | 8,521 | +100.0% | 0.04% | – |
| C | Buy | CITIGROUP INC | $211,000 | -9.8% | 3,489 | +4.5% | 0.04% | -18.4% |
| FOCS | New | FOCUS FINL PARTNERS INC | $209,000 | – | 3,500 | +100.0% | 0.04% | – |
| XEL | New | XCEL ENERGY INC | $214,000 | – | 3,165 | +100.0% | 0.04% | – |
| COF | Buy | CAPITAL ONE FINL CORP | $204,000 | -10.1% | 1,408 | +0.6% | 0.04% | -17.0% |
| ACN | New | ACCENTURE PLC IRELAND | $201,000 | – | 484 | +100.0% | 0.04% | – |
| PHYS | New | SPROTT PHYSICAL GOLD TRunit | $200,000 | – | 13,925 | +100.0% | 0.04% | – |
| GM | New | GENERAL MTRS CO | $202,000 | – | 3,447 | +100.0% | 0.04% | – |
| NEA | New | NUVEEN AMT FREE QLTY MUN INC | $196,000 | – | 12,563 | +100.0% | 0.04% | – |
| ET | Buy | ENERGY TRANSFER L P | $128,000 | +5.8% | 15,595 | +23.8% | 0.02% | -4.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-20
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 18 | Q3 2023 | 5.7% |
| MICROSOFT CORP | 18 | Q3 2023 | 3.8% |
| JOHNSON & JOHNSON | 18 | Q3 2023 | 3.1% |
| ISHARES TR | 18 | Q3 2023 | 2.6% |
| PROCTER & GAMBLE CO | 18 | Q3 2023 | 2.7% |
| ISHARES TR | 18 | Q3 2023 | 2.6% |
| ISHARES TR | 18 | Q3 2023 | 2.8% |
| VANGUARD SPECIALIZED FUNDS | 18 | Q3 2023 | 2.2% |
| HOME DEPOT INC | 18 | Q3 2023 | 2.1% |
| SCHWAB STRATEGIC TR | 18 | Q3 2023 | 2.2% |
View Sound View Wealth Advisors Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-02-13 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-01-20 |
View Sound View Wealth Advisors Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.