Chief Compliance Officer

0001765380-22-000072.txt : 20220511 0001765380-22-000072.hdr.sgml : 20220511 20220511093448 ACCESSION NUMBER: 0001765380-22-000072 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220511 DATE AS OF CHANGE: 20220511 EFFECTIVENESS DATE: 20220511 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: 22912332 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 03-31-2022 03-31-2022 Sound View Wealth Advisors Group, LLC

1 SKIDAWAY VILLAGE WALK SUITE 201 SAVANNAH GA 31411

13F HOLDINGS REPORT 028-19564 N Melissa Bouchillon Chief Compliance Officer (912) 239-4630 Melissa Bouchillon Savannah GA 05-11-2022 0 286 525992 false INFORMATION TABLE 2 svwag13f2022q2.xml PFIZER INC COM 717081103 5575 107684 SH SOLE 0 0 107684 DEERE & CO COM 244199105 400 962 SH SOLE 0 0 962 DANAHER CORPORATION COM 235851102 612 2085 SH SOLE 0 0 2085 DIGITAL RLTY TR INC COM 253868103 1363 9609 SH SOLE 0 0 9609 ISHARES TR NATIONAL MUN ETF 464288414 1553 14168 SH SOLE 0 0 14168 ISHARES TR EXPND TEC SC ETF 464287549 343 882 SH SOLE 0 0 882 AMERICAN TOWER CORP NEW COM 03027X100 474 1887 SH SOLE 0 0 1887 KIMBERLY-CLARK CORP COM 494368103 3549 28815 SH SOLE 0 0 28815 ISHARES TR ISHARES BIOTECH 464287556 516 3958 SH SOLE 0 0 3958 ISHARES TR SHRT NAT MUN ETF 464288158 209 2000 SH SOLE 0 0 2000 DISNEY WALT CO COM 254687106 2320 16912 SH SOLE 0 0 16912 MASTERCARD INCORPORATED CL A 57636Q104 496 1389 SH SOLE 0 0 1389 SPDR S&P 500 ETF TR TR UNIT 78462F103 2434 5389 SH SOLE 0 0 5389 AMERICAN 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970 3401 SH SOLE 0 0 3401 INTERCONTINENTAL EXCHANGE IN COM 45866F104 451 3415 SH SOLE 0 0 3415 ORACLE CORP COM 68389X105 1517 18340 SH SOLE 0 0 18340 GLOBAL PMTS INC COM 37940X102 1443 10547 SH SOLE 0 0 10547 ISHARES TR IBONDS DEC23 ETF 46434VAX8 11008 435454 SH SOLE 0 0 435454 PHILIP MORRIS INTL INC COM 718172109 1890 20115 SH SOLE 0 0 20115 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 264 4400 SH SOLE 0 0 4400 PROCTER AND GAMBLE CO COM 742718109 8560 56020 SH SOLE 0 0 56020 INTEL CORP COM 458140100 3883 78353 SH SOLE 0 0 78353 DUKE ENERGY CORP NEW COM NEW 26441C204 1812 16225 SH SOLE 0 0 16225 TRACTOR SUPPLY CO COM 892356106 814 3487 SH SOLE 0 0 3487 US BANCORP DEL COM NEW 902973304 248 4660 SH SOLE 0 0 4660 ISHARES TR ESG AWR US AGRGT 46435U549 565 10947 SH SOLE 0 0 10947 NIKE INC CL B 654106103 922 6852 SH SOLE 0 0 6852 WALMART INC COM 931142103 3647 24490 SH SOLE 0 0 24490 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 353 1802 SH SOLE 0 0 1802 TAIWAN SEMICONDUCTOR MFG LTD 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VANGUARD INDEX FDS MID CAP ETF 922908629 981 4125 SH SOLE 0 0 4125 VANGUARD INDEX FDS SML CP GRW ETF 922908595 296 1193 SH SOLE 0 0 1193 CHARTER COMMUNICATIONS INC N CL A 16119P108 372 682 SH SOLE 0 0 682 MONDELEZ INTL INC CL A 609207105 552 8800 SH SOLE 0 0 8800 HASBRO INC COM 418056107 239 2922 SH SOLE 0 0 2922 SIMON PPTY GROUP INC NEW COM 828806109 470 3575 SH SOLE 0 0 3575 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 9295 57323 SH SOLE 0 0 57323 CONSTELLATION BRANDS INC CL A 21036P108 313 1357 SH SOLE 0 0 1357 NXP SEMICONDUCTORS N V COM N6596X109 252 1361 SH SOLE 0 0 1361 SYNOVUS FINL CORP COM NEW 87161C501 247 5046 SH SOLE 0 0 5046 PROSHARES TR S&P 500 DV ARIST 74348A467 3015 31763 SH SOLE 0 0 31763 ISHARES TR RUS 1000 VAL ETF 464287598 1276 7689 SH SOLE 0 0 7689 ZOETIS INC CL A 98978V103 775 4108 SH SOLE 0 0 4108 ISHARES TR RUS MDCP VAL ETF 464287473 597 4988 SH SOLE 0 0 4988 LILLY ELI & CO COM 532457108 7223 25221 SH SOLE 0 0 25221 SCHWAB STRATEGIC TR US DIVIDEND EQ 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NVIDIA CORPORATION COM 67066G104 3891 14260 SH SOLE 0 0 14260 ISHARES TR S&P 500 GRWT ETF 464287309 359 4705 SH SOLE 0 0 4705 VERIZON COMMUNICATIONS INC COM 92343V104 5291 103871 SH SOLE 0 0 103871 YUM BRANDS INC COM 988498101 265 2234 SH SOLE 0 0 2234 AMERICAN ELEC PWR CO INC COM 025537101 1945 19496 SH SOLE 0 0 19496 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5718 13773 SH SOLE 0 0 13773 SERVICENOW INC COM 81762P102 533 957 SH SOLE 0 0 957 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 796 10689 SH SOLE 0 0 10689 SPROTT PHYSICAL GOLD TR UNIT 85207H104 214 13925 SH SOLE 0 0 13925 NORTHROP GRUMMAN CORP COM 666807102 1309 2928 SH SOLE 0 0 2928 ISHARES TR CORE MSCI EAFE 46432F842 757 10896 SH SOLE 0 0 10896 VANGUARD WORLD FDS INF TECH ETF 92204A702 6674 16024 SH SOLE 0 0 16024 MERCK & CO INC COM 58933Y105 3915 47715 SH SOLE 0 0 47715 MICROSOFT CORP COM 594918104 18672 60561 SH SOLE 0 0 60561 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 9887 183595 SH SOLE 0 0 183595 ISHARES TR RUSSELL 2000 ETF 464287655 1310 6382 SH SOLE 0 0 6382 VANGUARD WORLD FDS COMM SRVC ETF 92204A884 244 2031 SH SOLE 0 0 2031 ADOBE SYSTEMS INCORPORATED COM 00724F101 359 787 SH SOLE 0 0 787 SPDR GOLD TR GOLD SHS 78463V107 658 3643 SH SOLE 0 0 3643 MARVELL TECHNOLOGY INC COM 573874104 407 5679 SH SOLE 0 0 5679 GENERAL MLS INC COM 370334104 2680 39581 SH SOLE 0 0 39581 ISHARES TR RUS 1000 ETF 464287622 1411 5643 SH SOLE 0 0 5643 WEC ENERGY GROUP INC COM 92939U106 319 3201 SH SOLE 0 0 3201 RAYTHEON TECHNOLOGIES CORP COM 75513E101 1772 17888 SH SOLE 0 0 17888 DOMINION ENERGY INC COM 25746U109 400 4712 SH SOLE 0 0 4712 ISHARES TR RUS MID CAP ETF 464287499 3133 40140 SH SOLE 0 0 40140 ISHARES TR RUS 1000 GRW ETF 464287614 4759 17140 SH SOLE 0 0 17140 BLACKROCK CR ALLOCATION INCO COM 092508100 250 19890 SH SOLE 0 0 19890 AMERICAN WTR WKS CO INC NEW COM 030420103 352 2125 SH SOLE 0 0 2125 UNILEVER PLC SPON ADR NEW 904767704 461 10116 SH SOLE 0 0 10116 META PLATFORMS INC CL A 30303M102 1159 5213 SH SOLE 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9768 CANADIAN PAC RY LTD COM 13645T100 446 5405 SH SOLE 0 0 5405 INVESCO EXCH TRADED FD TR II NATL AMT MUNI 46138E537 325 13045 SH SOLE 0 0 13045 ALPHABET INC CAP STK CL C 02079K107 6844 2450 SH SOLE 0 0 2450 EMERSON ELEC CO COM 291011104 1756 17905 SH SOLE 0 0 17905 ISHARES TR ISHS 1-5YR INVS 464288646 335 6482 SH SOLE 0 0 6482 HONEYWELL INTL INC COM 438516106 1270 6525 SH SOLE 0 0 6525 BERKLEY W R CORP COM 084423102 2047 30741 SH SOLE 0 0 30741 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 307 1687 SH SOLE 0 0 1687 ISHARES TR IBONDS DEC24 ETF 46434VBG4 9473 377414 SH SOLE 0 0 377414 ISHARES TR MSCI EAFE ETF 464287465 339 4605 SH SOLE 0 0 4605 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 427 9249 SH SOLE 0 0 9249 DUPONT DE NEMOURS INC COM 26614N102 205 2792 SH SOLE 0 0 2792 CORTEVA INC COM 22052L104 223 3880 SH SOLE 0 0 3880 ALBEMARLE CORP COM 012653101 332 1503 SH SOLE 0 0 1503 LAM RESEARCH CORP COM 512807108 1005 1869 SH SOLE 0 0 1869 BAXTER INTL INC COM 071813109 848 10931 SH SOLE 0 0 10931 ISHARES TR IBONDS DEC 27 46435U283 407 16012 SH SOLE 0 0 16012 ISHARES TR GLOBAL TECH ETF 464287291 261 4500 SH SOLE 0 0 4500 MEDTRONIC PLC SHS G5960L103 1733 15618 SH SOLE 0 0 15618 BLOCK INC CL A 852234103 242 1781 SH SOLE 0 0 1781 CONOCOPHILLIPS COM 20825C104 302 3023 SH SOLE 0 0 3023 FORD MTR CO DEL COM 345370860 314 18589 SH SOLE 0 0 18589 ISHARES TR MSCI USA ESG SLC 464288802 568 5861 SH SOLE 0 0 5861 ISHARES TR ESG SCRD S&P MID 46436E551 318 8684 SH SOLE 0 0 8684 ISHARES TR MSCI USA MMENTM 46432F396 515 3062 SH SOLE 0 0 3062 BLACKROCK MUN INCOME TR SH BEN INT 09248F109 128 10524 SH SOLE 0 0 10524 ISHARES TR CORE HIGH DV ETF 46429B663 692 6474 SH SOLE 0 0 6474 UNITED PARCEL SERVICE INC CL B 911312106 589 2747 SH SOLE 0 0 2747 ISHARES TR CORE S&P500 ETF 464287200 777 1713 SH SOLE 0 0 1713 CROWDSTRIKE HLDGS INC CL A 22788C105 369 1623 SH SOLE 0 0 1623 SPDR SER TR S&P DIVID ETF 78464A763 409 3194 SH SOLE 0 0 3194 ASTRAZENECA PLC SPONSORED ADR 046353108 1413 21298 SH SOLE 0 0 21298 BLACKROCK INC COM 09247X101 509 666 SH SOLE 0 0 666 AFLAC INC COM 001055102 2405 37351 SH SOLE 0 0 37351 INTUIT COM 461202103 670 1393 SH SOLE 0 0 1393 NUTRIEN LTD COM 67077M108 678 6524 SH SOLE 0 0 6524 MOODYS CORP COM 615369105 498 1477 SH SOLE 0 0 1477 PAYPAL HLDGS INC COM 70450Y103 254 2195 SH SOLE 0 0 2195 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 313 8178 SH SOLE 0 0 8178 CROWN CASTLE INTL CORP NEW COM 22822V101 905 4902 SH SOLE 0 0 4902 DARDEN RESTAURANTS INC COM 237194105 227 1705 SH SOLE 0 0 1705 S&P GLOBAL INC COM 78409V104 253 616 SH SOLE 0 0 616 JOHNSON & JOHNSON COM 478160104 11406 64356 SH SOLE 0 0 64356 KRAFT HEINZ CO COM 500754106 201 5092 SH SOLE 0 0 5092 OTIS WORLDWIDE CORP COM 68902V107 301 3910 SH SOLE 0 0 3910 LISTED FD TR OVERLAY SHS SHRT 53656F573 308 13181 SH SOLE 0 0 13181 WHEELS UP EXPERIENCE INC COM CL A 96328L106 47 15000 SH SOLE 0 0 15000 AIR PRODS & CHEMS INC COM 009158106 630 2521 SH SOLE 0 0 2521 FIFTH THIRD BANCORP COM 316773100 418 9710 SH SOLE 0 0 9710 THERMO FISHER SCIENTIFIC INC COM 883556102 1942 3287 SH SOLE 0 0 3287 KINDER MORGAN INC DEL COM 49456B101 1437 76003 SH SOLE 0 0 76003