0001765380-23-000122.txt : 20230512 0001765380-23-000122.hdr.sgml : 20230512 20230512143355 ACCESSION NUMBER: 0001765380-23-000122 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230512 DATE AS OF CHANGE: 20230512 EFFECTIVENESS DATE: 20230512 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: 23914913 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 X0202 13F-HR LIVE false true false 0001784777 XXXXXXXX 03-31-2023 03-31-2023 Sound View Wealth Advisors Group, LLC

1 SKIDAWAY VILLAGE WALK SUITE 201 SAVANNAH GA 31411

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SH SOLE 1 0 4441 ISHARES TR RUS 1000 VAL ETF 464287598 1240005 8144 SH SOLE 0 0 8144 EVERGY INC COM 30034W106 255665 4183 SH SOLE 0 0 4183 OTIS WORLDWIDE CORP COM 68902V107 364131 4314 SH SOLE 0 0 4314 NUTRIEN LTD COM 67077M108 773505 10474 SH SOLE 0 0 10474 DEERE & CO COM 244199105 1622206 3929 SH SOLE 0 0 3929 ISHARES TR RUSSELL 2000 ETF 464287655 1691704 9483 SH SOLE 0 0 9483 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 536527 7267 SH SOLE 0 0 7267 INTUIT COM 461202103 1129772 2534 SH SOLE 2 0 2532 INNOVATOR ETFS TR US EQTY PWR BUF 45782C656 315697 10290 SH SOLE 0 0 10290 BYRNA TECHNOLOGIES INC COM NEW 12448X201 866626 114180 SH SOLE 0 0 114180 BIOGEN INC COM 09062X103 274416 987 SH SOLE 0 0 987 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 15190784 314054 SH SOLE 0 0 314054 ISHARES TR MSCI USA MIN VOL 46429B697 1040210 14300 SH SOLE 22 0 14278 RAYTHEON TECHNOLOGIES CORP COM 75513E101 2345473 23951 SH SOLE 2 0 23949 AMERICAN TOWER CORP NEW COM 03027X100 679232 3324 SH SOLE 2 0 3322 ISHARES TR RUS 2000 VAL ETF 464287630 470367 3433 SH SOLE 0 0 3433 KRAFT HEINZ CO COM 500754106 971433 25121 SH SOLE 0 0 25121 AUTOMATIC DATA PROCESSING IN COM 053015103 2288617 10280 SH SOLE 3 0 10277 NORFOLK SOUTHN CORP COM 655844108 1474766 6956 SH SOLE 0 0 6956 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 3044744 23519 SH SOLE 0 0 23519 ABBOTT LABS COM 002824100 2522621 24912 SH SOLE 0 0 24912 CVS HEALTH CORP COM 126650100 403459 5429 SH SOLE 33 0 5396 ISHARES TR IBONDS DEC2026 46435GAA0 19186735 808543 SH SOLE 0 0 808543 CDW CORP COM 12514G108 450781 2313 SH SOLE 4 0 2309 THE CIGNA GROUP COM 125523100 400416 1567 SH SOLE 8 0 1559 ASML HOLDING N V N Y REGISTRY SHS N07059210 396854 583 SH SOLE 0 0 583 ISHARES TR INTRM GOV CR ETF 464288612 389924 3732 SH SOLE 0 0 3732 APPLIED MATLS INC COM 038222105 534556 4352 SH SOLE 0 0 4352 GENERAL MLS INC COM 370334104 3414178 39951 SH SOLE 0 0 39951 ISHARES TR NATIONAL MUN ETF 464288414 1027947 9541 SH SOLE 0 0 9541 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 414145 5195 SH SOLE 0 0 5195 INTUITIVE SURGICAL INC COM NEW 46120E602 731934 2865 SH SOLE 0 0 2865 META PLATFORMS INC CL A 30303M102 1037633 4896 SH SOLE 15 0 4881 GLOBAL X FDS GLBL X MLP ETF 37954Y343 232960 5600 SH SOLE 0 0 5600 NUVEEN AMT FREE QLTY MUN INC COM 670657105 145437 13079 SH SOLE 0 0 13079 SMUCKER J M CO COM NEW 832696405 742000 4715 SH SOLE 0 0 4715 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 281906 6241 SH SOLE 0 0 6241 ALPHABET INC CAP STK CL A 02079K305 3990203 38467 SH SOLE 29 0 38438 COMCAST CORP NEW CL A 20030N101 2165431 57120 SH SOLE 44 0 57076 ADVANCED MICRO DEVICES INC COM 007903107 745899 7610 SH SOLE 4 0 7606 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 2095649 28050 SH SOLE 0 0 28050 NEXTERA ENERGY INC COM 65339F101 3746630 48607 SH SOLE 12 0 48595 SELECT SECTOR SPDR TR ENERGY 81369Y506 574443 6935 SH SOLE 0 0 6935 FIFTH THIRD BANCORP COM 316773100 513912 19291 SH SOLE 0 0 19291 ISHARES TR IBONDS DEC 25 46435U432 1376402 51725 SH SOLE 0 0 51725 DIGITAL RLTY TR INC COM 253868103 1387172 14110 SH SOLE 0 0 14110 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 420397 9462 SH SOLE 0 0 9462 FIRST TR MORNINGSTAR DIVID L SHS 336917109 596434 16801 SH SOLE 0 0 16801 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 516867 6104 SH SOLE 0 0 6104 REGENERON PHARMACEUTICALS COM 75886F107 1702982 2073 SH SOLE 2 0 2071 MARVELL TECHNOLOGY INC COM 573874104 326612 7543 SH SOLE 0 0 7543 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 269046 16858 SH SOLE 0 0 16858 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 6379025 19178 SH SOLE 0 0 19178 ISHARES TR IBONDS DEC24 ETF 46434VBG4 16547869 672951 SH SOLE 0 0 672951 TARGET CORP COM 87612E106 795748 4804 SH SOLE 0 0 4804 LOCKHEED MARTIN CORP COM 539830109 2614818 5531 SH SOLE 2 0 5529 SOUTHERN COPPER CORP COM 84265V105 205875 2700 SH SOLE 0 0 2700 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 406633 1545 SH SOLE 0 0 1545 DANAHER CORPORATION COM 235851102 1049269 4163 SH SOLE 3 0 4160 QUALCOMM INC COM 747525103 2902660 22752 SH SOLE 4 0 22748 SPDR S&P 500 ETF TR TR UNIT 78462F103 3814617 9318 SH SOLE 0 0 9318 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 1306154 16082 SH SOLE 0 0 16082 WELLS FARGO CO NEW COM 949746101 630386 16864 SH SOLE 48 0 16816 ISHARES TR RUS 1000 ETF 464287622 1609828 7147 SH SOLE 108 0 7039 ISHARES TR S&P 500 GRWT ETF 464287309 656023 10268 SH SOLE 0 0 10268 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 6915461 146142 SH SOLE 69 0 146073 ISHARES TR ESG AWRE 1 5 YR 46435G243 287103 11933 SH SOLE 0 0 11933 UNION PAC CORP COM 907818108 870854 4327 SH SOLE 0 0 4327 FEDEX CORP COM 31428X106 289491 1267 SH SOLE 1 0 1266 AMERICAN ELEC PWR CO INC COM 025537101 1880403 20666 SH SOLE 0 0 20666 XCEL ENERGY INC COM 98389B100 242919 3602 SH SOLE 0 0 3602 APPLE INC COM 037833100 40593786 246172 SH SOLE 67 0 246105 NOVARTIS AG SPONSORED ADR 66987V109 336812 3661 SH SOLE 0 0 3661 ENTERPRISE PRODS PARTNERS L COM 293792107 6520299 251749 SH SOLE 0 0 251749 GLOBAL PMTS INC COM 37940X102 1160692 11029 SH SOLE 0 0 11029 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2178369 16248 SH SOLE 0 0 16248 LOWES COS INC COM 548661107 2869023 14347 SH SOLE 4 0 14343 AT&T INC COM 00206R102 541326 28121 SH SOLE 84 0 28037 AMERICAN WTR WKS CO INC NEW COM 030420103 252856 1726 SH SOLE 1 0 1725 TRUIST FINL CORP COM 89832Q109 901816 26446 SH SOLE 0 0 26446 REALTY INCOME CORP COM 756109104 230816 3645 SH SOLE 0 0 3645 INTERNATIONAL BUSINESS MACHS COM 459200101 2172298 16571 SH SOLE 0 0 16571 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 229546 3001 SH SOLE 0 0 3001 APTARGROUP INC COM 038336103 210969 1785 SH SOLE 0 0 1785 ISHARES TR CORE MSCI EAFE 46432F842 1556101 23277 SH SOLE 0 0 23277 ISHARES TR CORE S&P MCP ETF 464287507 225644 902 SH SOLE 33 0 869 ISHARES TR MSCI EAFE ETF 464287465 415422 5808 SH SOLE 0 0 5808 BLACKSTONE INC COM 09260D107 486640 5540 SH SOLE 0 0 5540 FIDELITY NATL INFORMATION SV COM 31620M106 202868 3734 SH SOLE 0 0 3734 ANSYS INC COM 03662Q105 204339 614 SH SOLE 0 0 614 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 9840380 26166 SH SOLE 0 0 26166 REPUBLIC SVCS INC COM 760759100 239880 1774 SH SOLE 0 0 1774 SPROTT PHYSICAL GOLD TR UNIT 85207H104 246725 15959 SH SOLE 0 0 15959 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 910123 12246 SH SOLE 0 0 12246 MFS HIGH INCOME MUN TR SH BEN INT 59318D104 54750 15000 SH SOLE 0 0 15000 CATERPILLAR INC COM 149123101 1039200 4541 SH SOLE 54 0 4487 ISHARES TR U.S. MED DVC ETF 464288810 329994 6113 SH SOLE 0 0 6113