HoldingsChannel.com
Sound View Wealth Advisors Group LLC Top Holdings
As of  09/30/2022, below is a summary of the Sound View Wealth Advisors Group LLC top holdings by largest position size, as per the latest 13f filing made by Sound View Wealth Advisors Group LLC. In the Sound View Wealth Advisors Group LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Sound View Wealth Advisors Group LLC in that top holding, then the share count change between reporting periods, and finally the Sound View Wealth Advisors Group LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
APPLE INC 129,588 +38 $17,909
     AAPL129,588+38$17,909
MICROSOFT CORP 61,488 +102 $14,320
     MSFT61,488+102$14,320
ISHARES TR (IBDR) 530,462 +5,353 $12,254
     IBDR530,462+5,353$12,254
ISHARES TR (IBDQ) 481,111 +6,796 $11,609
     IBDQ481,111+6,796$11,609
ISHARES TR (IBDO) 441,720 -2,302 $11,021
     IBDO441,720-2,302$11,021
JOHNSON & JOHNSON 60,650 -725 $9,908
     JNJ60,650-725$9,908
ISHARES TR (IBDP) 392,711 +2,546 $9,563
     IBDP392,711+2,546$9,563
TESLA INC 34,575 +23,081 $9,171
     TSLA34,575+23,081$9,171
ISHARES TR (IBDS) 389,632 +11,079 $8,962
     IBDS389,632+11,079$8,962
SCHWAB STRATEGIC TR 194,834 +5,402 $8,251
     SCHX194,834+5,402$8,251
VANGUARD SPECIALIZED FUNDS (VIG) 55,911 -1,111 $7,557
     VIG55,911-1,111$7,557
LILLY ELI & CO 23,308 -1,040 $7,537
     LLY23,308-1,040$7,537
PROCTER AND GAMBLE CO 54,871 -1,503 $6,927
     PG54,871-1,503$6,927
AMAZON COM INC 60,302 -811 $6,814
     AMZN60,302-811$6,814
HOME DEPOT INC 24,345 -1,661 $6,718
     HD24,345-1,661$6,718
SCHWAB STRATEGIC TR 98,043 -1,195 $6,513
     SCHD98,043-1,195$6,513
ISHARES TR (DGRO) 135,108 -4,624 $6,008
     DGRO135,108-4,624$6,008
ENTERPRISE PRODS PARTNERS L 250,804 UNCH $5,964
     EPD250,804UNCH$5,964
ABBVIE INC 41,449 -374 $5,563
     ABBV41,449-374$5,563
SOUTHERN CO 78,012 -2,007 $5,305
     SO78,012-2,007$5,305
MCDONALDS CORP 21,662 -265 $4,998
     MCD21,662-265$4,998
COCA COLA CO 88,589 -1,970 $4,963
     KO88,589-1,970$4,963
JPMORGAN CHASE & CO 46,357 -2,789 $4,844
     JPM46,357-2,789$4,844
VANGUARD WORLD FDS (VGT) 15,470 -403 $4,755
     VGT15,470-403$4,755
ALPHABET INC 48,876 +46,421 $4,699
     GOOG48,876+46,421$4,699
AMGEN INC 20,823 -439 $4,693
     AMGN20,823-439$4,693
VANGUARD INDEX FDS (VOO) 14,264 +132 $4,683
     VOO14,264+132$4,683
BERKSHIRE HATHAWAY INC DEL      $4,622
     BRK.B14,264+125$3,809
     BRK.A2UNCH$813
PEPSICO INC 27,786 -326 $4,536
     PEP27,786-326$4,536
PFIZER INC 102,346 -3,816 $4,479
     PFE102,346-3,816$4,479
CHEVRON CORP NEW 30,925 -3 $4,443
     CVX30,925-3$4,443
SPDR DOW JONES INDL AVERAGE (DIA) 15,094 -394 $4,337
     DIA15,094-394$4,337
MERCK & CO INC 46,111 -814 $3,971
     MRK46,111-814$3,971
INVESCO QQQ TR 14,482 +225 $3,870
     QQQ14,482+225$3,870
INVESCO EXCHANGE TRADED FD T (SPHQ) 95,810 -741 $3,807
     SPHQ95,810-741$3,807
VERIZON COMMUNICATIONS INC 99,676 -1,416 $3,785
     VZ99,676-1,416$3,785
ISHARES TR (IWF) 16,778 -136 $3,530
     IWF16,778-136$3,530
ISHARES TR (AGG) 34,829 -1,340 $3,355
     AGG34,829-1,340$3,355
KIMBERLY CLARK CORP 28,501 -253 $3,208
     KMB28,501-253$3,208
NEXTERA ENERGY INC 40,919 -1,017 $3,208
     NEE40,919-1,017$3,208
DNP SELECT INCOME FD INC 306,068 -2,566 $3,171
     DNP306,068-2,566$3,171
EXXON MOBIL CORP 35,649 -1,545 $3,113
     XOM35,649-1,545$3,113
WALMART INC 23,867 +1,020 $3,095
     WMT23,867+1,020$3,095
VANGUARD INDEX FDS (VTI) 17,006 -35 $3,052
     VTI17,006-35$3,052
VANGUARD INDEX FDS (VTV) 23,911 -146 $2,953
     VTV23,911-146$2,953
GENERAL DYNAMICS CORP 13,527 -127 $2,870
     GD13,527-127$2,870
ISHARES TR (PFF) 88,439 -1,585 $2,801
     PFF88,439-1,585$2,801
GENERAL MLS INC 35,070 -519 $2,687
     GIS35,070-519$2,687
ALPHABET INC 26,720 +25,415 $2,556
     GOOGL26,720+25,415$2,556
BRISTOL MYERS SQUIBB CO 35,634 +2,818 $2,533
     BMY35,634+2,818$2,533

See Full List: All Stocks Held By Sound View Wealth Advisors Group LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Sound View Wealth Advisors Group LLC

Size ($ in 1000's)
At 09/30/2022: $445,908
At 06/30/2022: $477,696

Sound View Wealth Advisors Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sound View Wealth Advisors Group LLC 13F filings. Link to 13F filings: SEC filings

Sound View Wealth Advisors Group LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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