Compliance Officer

0001765380-21-000071.txt : 20210721 0001765380-21-000071.hdr.sgml : 20210721 20210721133707 ACCESSION NUMBER: 0001765380-21-000071 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210721 DATE AS OF CHANGE: 20210721 EFFECTIVENESS DATE: 20210721 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sound View Wealth Advisors Group, LLC CENTRAL INDEX KEY: 0001784777 IRS NUMBER: 833547290 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19564 FILM NUMBER: 211103965 BUSINESS ADDRESS: STREET 1: 1 SKIDAWAY VILLAGE WALK STREET 2: SUITE 201 CITY: SAVANNAH STATE: GA ZIP: 31411 BUSINESS PHONE: 9122394630 MAIL ADDRESS: STREET 1: 1 SKIDAWAY VILLAGE WALK STREET 2: SUITE 201 CITY: SAVANNAH STATE: GA ZIP: 31411 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001784777 XXXXXXXX 06-30-2021 06-30-2021 Sound View Wealth Advisors Group, LLC

1 SKIDAWAY VILLAGE WALK SUITE 201 SAVANNAH GA 31411

13F HOLDINGS REPORT 028-19564 N James Hadaway Compliance Officer 5138325477 James Hadaway Cincinnati OH 07-21-2021 0 284 475757 false INFORMATION TABLE 2 svwag13f2021q2.xml PFIZER INC COM 717081103 4499 114891 SH SOLE 0 0 114891 DEERE & CO COM 244199105 323 917 SH SOLE 0 0 917 DANAHER CORPORATION COM 235851102 459 1711 SH SOLE 0 0 1711 DIGITAL RLTY TR INC COM 253868103 1607 10680 SH SOLE 0 0 10680 ISHARES TR NATIONAL MUN ETF 464288414 2130 18170 SH SOLE 0 0 18170 AMERICAN TOWER CORP NEW COM 03027X100 548 2028 SH SOLE 0 0 2028 GENERAL ELECTRIC CO COM 369604103 239 17790 SH SOLE 0 0 17790 KIMBERLY-CLARK CORP COM 494368103 4130 30871 SH SOLE 0 0 30871 DISNEY WALT CO COM 254687106 2665 15161 SH SOLE 0 0 15161 BECTON DICKINSON & CO COM 075887109 334 1371 SH SOLE 0 0 1371 ISHARES TR ISHARES BIOTECH 464287556 396 2419 SH SOLE 0 0 2419 ISHARES TR SHRT NAT MUN ETF 464288158 297 2750 SH SOLE 0 0 2750 MASTERCARD INCORPORATED CL A 57636Q104 413 1130 SH SOLE 0 0 1130 SPDR S&P 500 ETF TR TR UNIT 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0 5620 DNP SELECT INCOME FD INC COM 23325P104 3293 315129 SH SOLE 0 0 315129 ALTRIA GROUP INC COM 02209S103 1798 37700 SH SOLE 0 0 37700 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 340 16493 SH SOLE 0 0 16493 ISHARES TR IBONDS DEC25 ETF 46434VBD1 9874 365821 SH SOLE 0 0 365821 SALESFORCE COM INC COM 79466L302 1018 4167 SH SOLE 0 0 4167 TOTALENERGIES SE SPONSORED ADS 89151E109 470 10375 SH SOLE 0 0 10375 HUMANA INC COM 444859102 412 931 SH SOLE 0 0 931 ISHARES TR IBONDS DEC2022 46435G755 252 9587 SH SOLE 0 0 9587 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1152 5171 SH SOLE 0 0 5171 HILL-ROM HLDGS INC COM 431475102 205 1801 SH SOLE 0 0 1801 ISHARES TR IBONDS DEC2026 46435GAA0 7863 295476 SH SOLE 0 0 295476 ADVANCED MICRO DEVICES INC COM 007903107 494 5263 SH SOLE 0 0 5263 CITIGROUP INC COM NEW 172967424 243 3438 SH SOLE 0 0 3438 PNC FINL SVCS GROUP INC COM 693475105 1369 7174 SH SOLE 0 0 7174 ISHARES TR CORE US AGGBD ET 464287226 4678 40563 SH SOLE 0 0 40563 ISHARES TR ESG AWR 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356 7858 SH SOLE 0 0 7858 INTERNATIONAL BUSINESS MACHS COM 459200101 2496 17026 SH SOLE 0 0 17026 UNITEDHEALTH GROUP INC COM 91324P102 1534 3830 SH SOLE 0 0 3830 3M CO COM 88579Y101 1641 8262 SH SOLE 0 0 8262 CAPITAL ONE FINL CORP COM 14040H105 206 1329 SH SOLE 0 0 1329 NVIDIA CORPORATION COM 67066G104 1937 2421 SH SOLE 0 0 2421 WASTE MGMT INC DEL COM 94106L109 770 5496 SH SOLE 0 0 5496 TESLA INC COM 88160R101 7623 11215 SH SOLE 0 0 11215 VERIZON COMMUNICATIONS INC COM 92343V104 6472 115516 SH SOLE 0 0 115516 ISHARES TR IBONDS DEC21 ETF 46434VBK5 2806 113223 SH SOLE 0 0 113223 YUM BRANDS INC COM 988498101 256 2223 SH SOLE 0 0 2223 AMERICAN ELEC PWR CO INC COM 025537101 1621 19157 SH SOLE 0 0 19157 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3943 10020 SH SOLE 0 0 10020 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 376 5951 SH SOLE 0 0 5951 ISHARES TR CORE MSCI EAFE 46432F842 741 9902 SH SOLE 0 0 9902 NORTHROP GRUMMAN CORP COM 666807102 725 1994 SH SOLE 0 0 1994 MERCK & CO INC COM 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20573 ISHARES TR RUS 1000 GRW ETF 464287614 4765 17553 SH SOLE 0 0 17553 AMERICAN WTR WKS CO INC NEW COM 030420103 253 1640 SH SOLE 0 0 1640 UNILEVER PLC SPON ADR NEW 904767704 625 10687 SH SOLE 0 0 10687 ANTHEM INC COM 036752103 466 1221 SH SOLE 0 0 1221 AUTOZONE INC COM 053332102 224 150 SH SOLE 0 0 150 MCDONALDS CORP COM 580135101 5297 22932 SH SOLE 0 0 22932 CIGNA CORP NEW COM 125523100 327 1381 SH SOLE 0 0 1381 GENERAL DYNAMICS CORP COM 369550108 3123 16587 SH SOLE 0 0 16587 ISHARES TR IBONDS DEC 26 46435U259 369 13668 SH SOLE 0 0 13668 PIMCO CORPORATE & INCM STRG COM 72200U100 340 18185 SH SOLE 0 0 18185 ISHARES TR CORE 1 5 YR USD 46432F859 2323 45290 SH SOLE 0 0 45290 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 762 6047 SH SOLE 0 0 6047 GENERAL MTRS CO COM 37045V100 212 3576 SH SOLE 0 0 3576 ENBRIDGE INC COM 29250N105 414 10338 SH SOLE 0 0 10338 ALPHABET INC CAP STK CL A 02079K305 2740 1122 SH SOLE 0 0 1122 APPLIED MATLS INC COM 038222105 480 3372 SH SOLE 0 0 3372 VERTEX 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ETF 78464A763 1409 11522 SH SOLE 0 0 11522 ASTRAZENECA PLC SPONSORED ADR 046353108 1334 22275 SH SOLE 0 0 22275 BLACKROCK INC COM 09247X101 551 630 SH SOLE 0 0 630 AFLAC INC COM 001055102 2120 39515 SH SOLE 0 0 39515 INTUIT COM 461202103 655 1336 SH SOLE 0 0 1336 MOODYS CORP COM 615369105 534 1475 SH SOLE 0 0 1475 CRESCENT CAP BDC INC COM 225655109 291 15499 SH SOLE 0 0 15499 CROWN CASTLE INTL CORP NEW COM 22822V101 305 1562 SH SOLE 0 0 1562 DARDEN RESTAURANTS INC COM 237194105 249 1705 SH SOLE 0 0 1705 S&P GLOBAL INC COM 78409V104 238 581 SH SOLE 0 0 581 JOHNSON & JOHNSON COM 478160104 10476 63594 SH SOLE 0 0 63594 OTIS WORLDWIDE CORP COM 68902V107 342 4177 SH SOLE 0 0 4177 M & T BK CORP COM 55261F104 250 1720 SH SOLE 0 0 1720 PAYPAL HLDGS INC COM 70450Y103 865 2966 SH SOLE 0 0 2966 AIR PRODS & CHEMS INC COM 009158106 1072 3726 SH SOLE 0 0 3726 KINDER MORGAN INC DEL COM 49456B101 1304 71552 SH SOLE 0 0 71552 THERMO FISHER SCIENTIFIC INC COM 883556102 1632 3235 SH SOLE 0 0 3235