0001765380-20-000053.txt : 20200512
0001765380-20-000053.hdr.sgml : 20200512
20200512130356
ACCESSION NUMBER: 0001765380-20-000053
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200512
DATE AS OF CHANGE: 20200512
EFFECTIVENESS DATE: 20200512
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: 20868324
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
03-31-2020
03-31-2020
Sound View Wealth Advisors Group, LLC
1 SKIDAWAY VILLAGE WALK
SUITE 201
SAVANNAH
GA
31411
13F HOLDINGS REPORT
028-19564
N
James Hadaway
Vice President & Compliance Officer
5138325477
James Hadaway
Cincinnati
OH
05-12-2020
0
213
289460
false
INFORMATION TABLE
2
svwag13f2020q1.xml
3M CO
COM
88579Y101
1279
9369
SH
SOLE
0
0
9369
ABBOTT LABS
COM
002824100
1423
18032
SH
SOLE
0
0
18032
ABBVIE INC
COM
00287Y109
3447
45243
SH
SOLE
0
0
45243
ADOBE INC
COM
00724F101
291
915
SH
SOLE
0
0
915
AFLAC INC
COM
001055102
1307
38158
SH
SOLE
0
0
38158
AIR PRODS & CHEMS INC
COM
009158106
699
3502
SH
SOLE
0
0
3502
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
536
2758
SH
SOLE
0
0
2758
ALPHABET INC
CAP STK CL A
02079K305
1177
1013
SH
SOLE
0
0
1013
ALPHABET INC
CAP STK CL C
02079K107
2955
2541
SH
SOLE
0
0
2541
ALTRIA GROUP INC
COM
02209S103
1830
47315
SH
SOLE
0
0
47315
AMAZON COM INC
COM
023135106
3905
2003
SH
SOLE
0
0
2003
AMERICAN ELEC PWR CO INC
COM
025537101
1939
24246
SH
SOLE
0
0
24246
AMERICAN EXPRESS CO
COM
025816109
643
7506
SH
SOLE
0
0
7506
AMERICAN TOWER CORP NEW
COM
03027X100
310
1423
SH
SOLE
0
0
1423
AMERICAN WTR WKS CO INC NEW
COM
030420103
283
2370
SH
SOLE
0
0
2370
AMGEN INC
COM
031162100
4353
21473
SH
SOLE
0
0
21473
ANTHEM INC
COM
036752103
289
1274
SH
SOLE
0
0
1274
AON PLC
SHS CL A
G0408V102
439
2660
SH
SOLE
0
0
2660
APPLE INC
COM
037833100
8231
32369
SH
SOLE
0
0
32369
ASTRAZENECA PLC
SPONSORED ADR
046353108
1141
25539
SH
SOLE
0
0
25539
AT&T INC
COM
00206R102
2782
95447
SH
SOLE
0
0
95447
AUTOMATIC DATA PROCESSING IN
COM
053015103
1370
10023
SH
SOLE
0
0
10023
BAXTER INTL INC
COM
071813109
844
10399
SH
SOLE
0
0
10399
BECTON DICKINSON & CO
COM
075887109
342
1490
SH
SOLE
0
0
1490
BERKLEY W R CORP
COM
084423102
1068
20480
SH
SOLE
0
0
20480
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
2944
16101
SH
SOLE
0
0
16101
BK OF AMERICA CORP
COM
060505104
757
35669
SH
SOLE
0
0
35669
BLACKROCK CR ALLOCATION INCO
COM
092508100
273
23400
SH
SOLE
0
0
23400
BLACKROCK INC
COM
09247X101
275
624
SH
SOLE
0
0
624
BLACKROCK MUN INCOME TR
SH BEN INT
09248F109
194
15000
SH
SOLE
0
0
15000
BLACKROCK MUNIYIELD QLTY FD
COM
09254E103
281
21988
SH
SOLE
0
0
21988
BRISTOL-MYERS SQUIBB CO
COM
110122108
1384
24824
SH
SOLE
0
0
24824
BRITISH AMERN TOB PLC
SPONSORED ADR
110448107
574
16777
SH
SOLE
0
0
16777
BROADCOM INC
COM
11135F101
904
3815
SH
SOLE
0
0
3815
CATERPILLAR INC DEL
COM
149123101
388
3345
SH
SOLE
0
0
3345
CHEVRON CORP NEW
COM
166764100
2352
32459
SH
SOLE
0
0
32459
CIGNA CORP NEW
COM
125523100
228
1285
SH
SOLE
0
0
1285
CISCO SYS INC
COM
17275R102
1410
35871
SH
SOLE
0
0
35871
CLOROX CO DEL
COM
189054109
213
1228
SH
SOLE
0
0
1228
CME GROUP INC
COM
12572Q105
1193
6902
SH
SOLE
0
0
6902
COCA COLA CO
COM
191216100
4877
110218
SH
SOLE
0
0
110218
COLGATE PALMOLIVE CO
COM
194162103
372
5602
SH
SOLE
0
0
5602
COMCAST CORP NEW
CL A
20030N101
1019
29643
SH
SOLE
0
0
29643
CONSTELLATION BRANDS INC
CL A
21036P108
217
1511
SH
SOLE
0
0
1511
COSTCO WHSL CORP NEW
COM
22160K105
242
848
SH
SOLE
0
0
848
CROWN CASTLE INTL CORP NEW
COM
22822V101
287
1989
SH
SOLE
0
0
1989
CSX CORP
COM
126408103
459
8019
SH
SOLE
0
0
8019
DIAGEO P L C
SPON ADR NEW
25243Q205
2219
17457
SH
SOLE
0
0
17457
DIGITAL RLTY TR INC
COM
253868103
1633
11756
SH
SOLE
0
0
11756
DISNEY WALT CO
COM DISNEY
254687106
1622
16794
SH
SOLE
0
0
16794
DNP SELECT INCOME FD
COM
23325P104
2913
297584
SH
SOLE
0
0
297584
DOMINION ENERGY INC
COM
25746U109
377
5228
SH
SOLE
0
0
5228
DUKE ENERGY CORP NEW
COM NEW
26441C204
1321
16329
SH
SOLE
0
0
16329
EMERSON ELEC CO
COM
291011104
1890
39672
SH
SOLE
0
0
39672
ENBRIDGE INC
COM
29250N105
218
7496
SH
SOLE
0
0
7496
ENERGY TRANSFER LP
COM UT LTD PTN
29273V100
53
11413
SH
SOLE
0
0
11413
EQUIFAX INC
COM
294429105
590
4937
SH
SOLE
0
0
4937
EXXON MOBIL CORP
COM
30231G102
1651
43481
SH
SOLE
0
0
43481
FACEBOOK INC
CL A
30303M102
939
5627
SH
SOLE
0
0
5627
FEDERAL SIGNAL CORP
COM
313855108
218
8000
SH
SOLE
0
0
8000
FEDERATED HERMES INC
CL B
314211103
222
11642
SH
SOLE
0
0
11642
FIDELITY NATL INFORMATION SV
COM
31620M106
329
2707
SH
SOLE
0
0
2707
FIRST TR EXCH TRADED FD III
PFD SECS INC ETF
33739E108
311
18972
SH
SOLE
0
0
18972
FORD MTR CO DEL
COM
345370860
83
17246
SH
SOLE
0
0
17246
FRANKLIN STR PPTYS CORP
COM
35471R106
263
45916
SH
SOLE
0
0
45916
GENERAL DYNAMICS CORP
COM
369550108
2395
18101
SH
SOLE
0
0
18101
GENERAL ELECTRIC CO
COM
369604103
161
20259
SH
SOLE
0
0
20259
GENERAL MLS INC
COM
370334104
1928
36527
SH
SOLE
0
0
36527
GLAXOSMITHKLINE PLC
SPONSORED ADR
37733W105
238
6289
SH
SOLE
0
0
6289
GLOBAL PMTS INC
COM
37940X102
1564
10844
SH
SOLE
0
0
10844
GOLDMAN SACHS ETF TR
ACTIVEBETA US LG
381430503
1093
20938
SH
SOLE
0
0
20938
HASBRO INC
COM
418056107
205
2866
SH
SOLE
0
0
2866
HERSHEY CO
COM
427866108
464
3505
SH
SOLE
0
0
3505
HOME DEPOT INC
COM
437076102
5282
28288
SH
SOLE
0
0
28288
HONEYWELL INTL INC
COM
438516106
1420
10613
SH
SOLE
0
0
10613
HUMANA INC
COM
444859102
333
1062
SH
SOLE
0
0
1062
ILLINOIS TOOL WKS INC
COM
452308109
1198
8426
SH
SOLE
0
0
8426
INTEL CORP
COM
458140100
5016
92686
SH
SOLE
0
0
92686
INTERNATIONAL BUSINESS MACHS
COM
459200101
2316
20880
SH
SOLE
0
0
20880
INTUIT
COM
461202103
255
1110
SH
SOLE
0
0
1110
INTUITIVE SURGICAL INC
COM NEW
46120E602
516
1042
SH
SOLE
0
0
1042
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
46137V241
860
28745
SH
SOLE
0
0
28745
INVESCO EXCHANGE-TRADED FD T
NATL AMT MUNI
46138E537
337
13045
SH
SOLE
0
0
13045
INVESCO EXCHANGE-TRADED FD T
S&P ULTRA DIVIDE
46138G656
2685
115792
SH
SOLE
0
0
115792
INVESCO EXCHANGE-TRADED FD T
VAR RATE PFD
46138G870
252
11725
SH
SOLE
0
0
11725
INVESCO QQQ TR
UNIT SER 1
46090E103
1366
7175
SH
SOLE
0
0
7175
ISHARES GOLD TRUST
ISHARES
464285105
278
18450
SH
SOLE
0
0
18450
ISHARES TR
CORE S&P SCP ETF
464287804
363
6471
SH
SOLE
0
0
6471
ISHARES TR
CORE S&P500 ETF
464287200
445
1722
SH
SOLE
0
0
1722
ISHARES TR
RUS 1000 ETF
464287622
521
3684
SH
SOLE
0
0
3684
ISHARES TR
RUS 1000 VAL ETF
464287598
750
7562
SH
SOLE
0
0
7562
ISHARES TR
RUS 1000 GRW ETF
464287614
3326
22075
SH
SOLE
0
0
22075
ISHARES TR
RUSSELL 2000 ETF
464287655
336
2935
SH
SOLE
0
0
2935
ISHARES TR
MSCI EAFE ETF
464287465
282
5284
SH
SOLE
0
0
5284
ISHARES TR
NASDAQ BIOTECH
464287556
249
2315
SH
SOLE
0
0
2315
ISHARES TR
SELECT DIVID ETF
464287168
3822
51976
SH
SOLE
0
0
51976
ISHARES TR
PFD AND INCM SEC
464288687
2972
93342
SH
SOLE
0
0
93342
ISHARES TR
NATIONAL MUN ETF
464288414
2182
19312
SH
SOLE
0
0
19312
ISHARES TR
INTRM GOV CR ETF
464288612
757
6601
SH
SOLE
0
0
6601
ISHARES TR
SHRT NAT MUN ETF
464288158
292
2750
SH
SOLE
0
0
2750
ISHARES TR
MSCI MIN VOL ETF
46429B697
2466
45666
SH
SOLE
0
0
45666
ISHARES TR
CORE MSCI EAFE
46432F842
1036
20773
SH
SOLE
0
0
20773
ISHARES TR
IBONDS DEC20 ETF
46434VAQ3
3537
140292
SH
SOLE
0
0
140292
ISHARES TR
IBONDS DEC21 ETF
46434VBK5
5569
225913
SH
SOLE
0
0
225913
ISHARES TR
IBONDS DEC23 ETF
46434VAX8
7670
306816
SH
SOLE
0
0
306816
ISHARES TR
IBONDS DEC25 ETF
46434VBD1
1927
77182
SH
SOLE
0
0
77182
ISHARES TR
IBONDS DEC22 ETF
46434VBA7
6057
244318
SH
SOLE
0
0
244318
ISHARES TR
IBONDS DEC24 ETF
46434VBG4
5308
214709
SH
SOLE
0
0
214709
ISHARES TR
IBONDS DEC2026
46435GAA0
732
29800
SH
SOLE
0
0
29800
ISHARES TR
IBONDS 27 ETF
46435UAA9
396
16157
SH
SOLE
0
0
16157
JOHNSON & JOHNSON
COM
478160104
8520
64976
SH
SOLE
0
0
64976
JPMORGAN CHASE & CO
COM
46625H100
4111
45666
SH
SOLE
0
0
45666
KIMBERLY CLARK CORP
COM
494368103
4346
33985
SH
SOLE
0
0
33985
KINDER MORGAN INC DEL
COM
49456B101
889
63842
SH
SOLE
0
0
63842
LAM RESEARCH CORP
COM
512807108
306
1273
SH
SOLE
0
0
1273
LEGG MASON ETF INVT TR
L VOL H DIV ETF
52468L406
212
8234
SH
SOLE
0
0
8234
LILLY ELI & CO
COM
532457108
3176
22898
SH
SOLE
0
0
22898
LOCKHEED MARTIN CORP
COM
539830109
857
2528
SH
SOLE
0
0
2528
LOWES COS INC
COM
548661107
575
6678
SH
SOLE
0
0
6678
MASTERCARD INC
CL A
57636Q104
238
985
SH
SOLE
0
0
985
MCDONALDS CORP
COM
580135101
4223
25542
SH
SOLE
0
0
25542
MEDTRONIC PLC
SHS
G5960L103
774
8586
SH
SOLE
0
0
8586
MERCK & CO. INC
COM
58933Y105
4184
54382
SH
SOLE
0
0
54382
METLIFE INC
COM
59156R108
238
7797
SH
SOLE
0
0
7797
MFS HIGH INCOME MUN TR
SH BEN INT
59318D104
70
15000
SH
SOLE
0
0
15000
MICROSOFT CORP
COM
594918104
7813
49541
SH
SOLE
0
0
49541
MONDELEZ INTL INC
CL A
609207105
425
8479
SH
SOLE
0
0
8479
MOODYS CORP
COM
615369105
312
1475
SH
SOLE
0
0
1475
NETFLIX INC
COM
64110L106
581
1548
SH
SOLE
0
0
1548
NEXTERA ENERGY INC
COM
65339F101
1882
7820
SH
SOLE
0
0
7820
NIKE INC
CL B
654106103
326
3941
SH
SOLE
0
0
3941
NN INC
COM
629337106
170
98184
SH
SOLE
0
0
98184
NORFOLK SOUTHERN CORP
COM
655844108
528
3616
SH
SOLE
0
0
3616
NORTHROP GRUMMAN CORP
COM
666807102
632
2088
SH
SOLE
0
0
2088
NOVARTIS A G
SPONSORED ADR
66987V109
419
5084
SH
SOLE
0
0
5084
NUVEEN AMT FREE QLTY MUN INC
COM
670657105
167
12335
SH
SOLE
0
0
12335
NUVEEN GEORGIA QLTY MUN INC
COM
67072B107
244
20580
SH
SOLE
0
0
20580
NVIDIA CORP
COM
67066G104
500
1897
SH
SOLE
0
0
1897
ORACLE CORP
COM
68389X105
762
15769
SH
SOLE
0
0
15769
PARK NATL CORP
COM
700658107
419
5393
SH
SOLE
0
0
5393
PAYCHEX INC
COM
704326107
641
10185
SH
SOLE
0
0
10185
PEPSICO INC
COM
713448108
3368
28047
SH
SOLE
0
0
28047
PFIZER INC
COM
717081103
3731
114310
SH
SOLE
0
0
114310
PHILIP MORRIS INTL INC
COM
718172109
1828
25055
SH
SOLE
0
0
25055
PIMCO CORPORATE & INCOME STR
COM
72200U100
243
18185
SH
SOLE
0
0
18185
PNC FINL SVCS GROUP INC
COM
693475105
717
7491
SH
SOLE
0
0
7491
PPL CORP
COM
69351T106
568
23024
SH
SOLE
0
0
23024
PROCTER & GAMBLE CO
COM
742718109
6041
54917
SH
SOLE
0
0
54917
PROSHARES TR
S&P 500 DV ARIST
74348A467
1676
29060
SH
SOLE
0
0
29060
PUBLIC SVC ENTERPRISE GRP IN
COM
744573106
561
12496
SH
SOLE
0
0
12496
QUALCOMM INC
COM
747525103
755
11164
SH
SOLE
0
0
11164
RAYTHEON CO
COM NEW
755111507
438
3336
SH
SOLE
0
0
3336
REAVES UTIL INCOME FD
COM SH BEN INT
756158101
862
29975
SH
SOLE
0
0
29975
REGENERON PHARMACEUTICALS
COM
75886F107
1030
2109
SH
SOLE
0
0
2109
ROYAL DUTCH SHELL PLC
SPONS ADR A
780259206
238
6822
SH
SOLE
0
0
6822
ROYAL DUTCH SHELL PLC
SPON ADR B
780259107
315
9653
SH
SOLE
0
0
9653
SALESFORCE COM INC
COM
79466L302
258
1795
SH
SOLE
0
0
1795
SANOFI
SPONSORED ADR
80105N105
286
6552
SH
SOLE
0
0
6552
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
3313
54083
SH
SOLE
0
0
54083
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
2438
54200
SH
SOLE
0
0
54200
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
222
2502
SH
SOLE
0
0
2502
SERVICE PPTYS TR
COM SH BEN INT
81761L102
88
16250
SH
SOLE
0
0
16250
SHOPIFY INC
CL A
82509L107
317
760
SH
SOLE
0
0
760
SIMON PPTY GROUP INC NEW
COM
828806109
408
7438
SH
SOLE
0
0
7438
SOUTHERN CO
COM
842587107
4402
81306
SH
SOLE
0
0
81306
SPDR DOW JONES INDL AVRG ETF
UT SER 1
78467X109
3181
14509
SH
SOLE
0
0
14509
SPDR GOLD TRUST
GOLD SHS
78463V107
387
2617
SH
SOLE
0
0
2617
SPDR S&P 500 ETF TR
TR UNIT
78462F103
290
1126
SH
SOLE
0
0
1126
SPDR SER TR
S&P1500MOMTILT
78468R705
738
6616
SH
SOLE
0
0
6616
SPDR SER TR
PRTFLO S&P500 HI
78468R788
447
18189
SH
SOLE
0
0
18189
STRYKER CORP
COM
863667101
542
3254
SH
SOLE
0
0
3254
SYSCO CORP
COM
871829107
233
5104
SH
SOLE
0
0
5104
TARGET CORP
COM
87612E106
394
4238
SH
SOLE
0
0
4238
TEXAS INSTRS INC
COM
882508104
911
9113
SH
SOLE
0
0
9113
THERMO FISHER SCIENTIFIC INC
COM
883556102
1035
3651
SH
SOLE
0
0
3651
TORONTO DOMINION BK ONT
COM NEW
891160509
389
9179
SH
SOLE
0
0
9179
TRUIST FINL CORP
COM
89832Q109
280
9077
SH
SOLE
0
0
9077
UNILEVER N V
N Y SHS NEW
904784709
233
4775
SH
SOLE
0
0
4775
UNILEVER PLC
SPON ADR NEW
904767704
372
7365
SH
SOLE
0
0
7365
UNION PAC CORP
COM
907818108
301
2132
SH
SOLE
0
0
2132
UNITED TECHNOLOGIES CORP
COM
913017109
1343
14233
SH
SOLE
0
0
14233
UNITEDHEALTH GROUP INC
COM
91324P102
851
3411
SH
SOLE
0
0
3411
V F CORP
COM
918204108
209
3857
SH
SOLE
0
0
3857
VANGUARD ADMIRAL FDS INC
MIDCP 400 IDX
921932885
934
9600
SH
SOLE
0
0
9600
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
415
4864
SH
SOLE
0
0
4864
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
464
3599
SH
SOLE
0
0
3599
VANGUARD INDEX FDS
VALUE ETF
922908744
1960
22011
SH
SOLE
0
0
22011
VANGUARD INDEX FDS
MID CAP ETF
922908629
238
1804
SH
SOLE
0
0
1804
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
248
3550
SH
SOLE
0
0
3550
VANGUARD INDEX FDS
GROWTH ETF
922908736
1173
7486
SH
SOLE
0
0
7486
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
1847
7800
SH
SOLE
0
0
7800
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
545
16237
SH
SOLE
0
0
16237
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
601
14643
SH
SOLE
0
0
14643
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
271
3422
SH
SOLE
0
0
3422
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
4412
42670
SH
SOLE
0
0
42670
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
524
7408
SH
SOLE
0
0
7408
VANGUARD WORLD FDS
CONSUM STP ETF
92204A207
384
2789
SH
SOLE
0
0
2789
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
1560
9394
SH
SOLE
0
0
9394
VANGUARD WORLD FDS
UTILITIES ETF
92204A876
350
2872
SH
SOLE
0
0
2872
VANGUARD WORLD FDS
INF TECH ETF
92204A702
3047
14382
SH
SOLE
0
0
14382
VARIAN MED SYS INC
COM
92220P105
442
4303
SH
SOLE
0
0
4303
VERIZON COMMUNICATIONS INC
COM
92343V104
7065
131486
SH
SOLE
0
0
131486
VERTEX PHARMACEUTICALS INC
COM
92532F100
216
907
SH
SOLE
0
0
907
VISA INC
COM CL A
92826C839
1104
6855
SH
SOLE
0
0
6855
VULCAN MATLS CO
COM
929160109
206
1905
SH
SOLE
0
0
1905
WALGREENS BOOTS ALLIANCE INC
COM
931427108
505
11038
SH
SOLE
0
0
11038
WALMART INC
COM
931142103
2347
20653
SH
SOLE
0
0
20653
WASTE MGMT INC DEL
COM
94106L109
538
5809
SH
SOLE
0
0
5809
WEC ENERGY GROUP INC
COM
92939U106
229
2594
SH
SOLE
0
0
2594
WELLS FARGO CO NEW
COM
949746101
291
10143
SH
SOLE
0
0
10143
WESTERN ASSET MUN DEF OPP TR
COM
95768A109
244
12950
SH
SOLE
0
0
12950
ZIMMER BIOMET HOLDINGS INC
COM
98956P102
394
3902
SH
SOLE
0
0
3902
ZOETIS INC
CL A
98978V103
392
3329
SH
SOLE
0
0
3329