Vice President & Compliance Officer

0001765380-22-000009.txt : 20220120 0001765380-22-000009.hdr.sgml : 20220120 20220120163604 ACCESSION NUMBER: 0001765380-22-000009 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220120 DATE AS OF CHANGE: 20220120 EFFECTIVENESS DATE: 20220120 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: 22542742 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 12-31-2021 12-31-2021 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 01-20-2022 0 290 529104 false INFORMATION TABLE 2 svwag13f2022q1.xml DIGITAL RLTY TR INC COM 253868103 1643 9288 SH SOLE 0 0 9288 DISNEY WALT CO COM 254687106 2453 15837 SH SOLE 0 0 15837 ISHARES TR EXPND TEC SC ETF 464287549 387 882 SH SOLE 0 0 882 ISHARES TR NATIONAL MUN ETF 464288414 1647 14168 SH SOLE 0 0 14168 DEERE & CO COM 244199105 314 917 SH SOLE 0 0 917 AMERICAN TOWER CORP NEW COM 03027X100 612 2091 SH SOLE 0 0 2091 KIMBERLY-CLARK CORP COM 494368103 4287 29993 SH SOLE 0 0 29993 DANAHER CORPORATION COM 235851102 857 2605 SH SOLE 0 0 2605 MASTERCARD INCORPORATED CL A 57636Q104 491 1367 SH SOLE 0 0 1367 SPDR S&P 500 ETF TR TR UNIT 78462F103 2261 4760 SH SOLE 0 0 4760 ISHARES TR ISHARES BIOTECH 464287556 381 2493 SH SOLE 0 0 2493 PFIZER INC COM 717081103 6508 110209 SH SOLE 0 0 110209 ISHARES TR SHRT NAT MUN ETF 464288158 215 2000 SH SOLE 0 0 2000 LINCOLN NATL 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COM 863667101 804 3006 SH SOLE 0 0 3006 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 254 4200 SH SOLE 0 0 4200 ISHARES TR IBONDS DEC23 ETF 46434VAX8 10768 419475 SH SOLE 0 0 419475 COLGATE PALMOLIVE CO COM 194162103 473 5537 SH SOLE 0 0 5537 GLOBAL PMTS INC COM 37940X102 1425 10539 SH SOLE 0 0 10539 TEXAS INSTRS INC COM 882508104 1766 9372 SH SOLE 0 0 9372 NORFOLK SOUTHN CORP COM 655844108 1029 3458 SH SOLE 0 0 3458 PHILIP MORRIS INTL INC COM 718172109 1913 20138 SH SOLE 0 0 20138 PROCTER AND GAMBLE CO COM 742718109 8740 53429 SH SOLE 0 0 53429 VANGUARD INDEX FDS GROWTH ETF 922908736 1959 6104 SH SOLE 0 0 6104 TRUIST FINL CORP COM 89832Q109 361 6174 SH SOLE 0 0 6174 TRACTOR SUPPLY CO COM 892356106 828 3471 SH SOLE 0 0 3471 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 382 1910 SH SOLE 0 0 1910 DUKE ENERGY CORP NEW COM NEW 26441C204 1700 16208 SH SOLE 0 0 16208 EXTRA SPACE STORAGE INC COM 30225T102 313 1381 SH SOLE 0 0 1381 INTEL CORP COM 458140100 4480 86988 SH SOLE 0 0 86988 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SH SOLE 0 0 2417 GILEAD SCIENCES INC COM 375558103 402 5543 SH SOLE 0 0 5543 MONDELEZ INTL INC CL A 609207105 537 8095 SH SOLE 0 0 8095 PPL CORP COM 69351T106 675 22463 SH SOLE 0 0 22463 CME GROUP INC COM 12572Q105 1211 5302 SH SOLE 0 0 5302 VANGUARD INDEX FDS SML CP GRW ETF 922908595 336 1193 SH SOLE 0 0 1193 CHARTER COMMUNICATIONS INC N CL A 16119P108 323 495 SH SOLE 0 0 495 SIMON PPTY GROUP INC NEW COM 828806109 659 4122 SH SOLE 0 0 4122 ISHARES TR IBONDS 27 ETF 46435UAA9 410 15453 SH SOLE 0 0 15453 VANGUARD INDEX FDS MID CAP ETF 922908629 615 2413 SH SOLE 0 0 2413 VULCAN MATLS CO COM 929160109 224 1080 SH SOLE 0 0 1080 ISHARES TR CORE DIV GRWTH 46434V621 7712 138763 SH SOLE 0 0 138763 FRANKLIN STR PPTYS CORP COM 35471R106 266 44726 SH SOLE 0 0 44726 WELLTOWER INC COM 95040Q104 216 2522 SH SOLE 0 0 2522 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 9932 57826 SH SOLE 0 0 57826 NXP SEMICONDUCTORS N V COM N6596X109 265 1163 SH SOLE 0 0 1163 SYNOVUS FINL CORP COM NEW 87161C501 242 5046 SH SOLE 0 0 5046 ISHARES TR RUS 1000 VAL ETF 464287598 1314 7827 SH SOLE 0 0 7827 PROSHARES TR S&P 500 DV ARIST 74348A467 3209 32685 SH SOLE 0 0 32685 AUTOMATIC DATA PROCESSING IN COM 053015103 2414 9788 SH SOLE 0 0 9788 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 7074 87513 SH SOLE 0 0 87513 ISHARES TR RUS MDCP VAL ETF 464287473 610 4988 SH SOLE 0 0 4988 TJX COS INC NEW COM 872540109 535 7050 SH SOLE 0 0 7050 LILLY ELI & CO COM 532457108 6922 25061 SH SOLE 0 0 25061 WALGREENS BOOTS ALLIANCE INC COM 931427108 567 10865 SH SOLE 0 0 10865 ANSYS INC COM 03662Q105 232 579 SH SOLE 0 0 579 VANGUARD INDEX FDS SMALL CP ETF 922908751 801 3543 SH SOLE 0 0 3543 ZOETIS INC CL A 98978V103 1182 4842 SH SOLE 0 0 4842 ILLINOIS TOOL WKS INC COM 452308109 2087 8455 SH SOLE 0 0 8455 SCHLUMBERGER LTD COM STK 806857108 309 10332 SH SOLE 0 0 10332 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 619 7309 SH SOLE 0 0 7309 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 1940 7281 SH SOLE 0 0 7281 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 558 6217 SH SOLE 0 0 6217 ZIMMER BIOMET HOLDINGS INC COM 98956P102 697 5487 SH SOLE 0 0 5487 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1347 7745 SH SOLE 0 0 7745 HOME DEPOT INC COM 437076102 10456 25195 SH SOLE 0 0 25195 ISHARES TR CORE US AGGBD ET 464287226 5471 47962 SH SOLE 0 0 47962 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 336 16535 SH SOLE 0 0 16535 ISHARES TR IBONDS DEC25 ETF 46434VBD1 10769 407592 SH SOLE 0 0 407592 PNC FINL SVCS GROUP INC COM 693475105 1436 7160 SH SOLE 0 0 7160 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2016 8349 SH SOLE 0 0 8349 ISHARES TR IBONDS DEC 25 46435U432 410 14700 SH SOLE 0 0 14700 HUMANA INC COM 444859102 460 991 SH SOLE 0 0 991 ISHARES TR IBONDS DEC2026 46435GAA0 12142 465750 SH SOLE 0 0 465750 CITIGROUP INC COM NEW 172967424 211 3489 SH SOLE 0 0 3489 ALTRIA GROUP INC COM 02209S103 1636 34518 SH SOLE 0 0 34518 DNP SELECT INCOME FD INC COM 23325P104 3382 311162 SH SOLE 0 0 311162 ADVANCED MICRO DEVICES INC COM 007903107 802 5572 SH SOLE 0 0 5572 ISHARES TR ESG AWR MSCI USA 46435G425 607 5623 SH SOLE 0 0 5623 SALESFORCE COM INC COM 79466L302 1310 5154 SH SOLE 0 0 5154 METLIFE INC COM 59156R108 457 7308 SH SOLE 0 0 7308 FIRST TR MORNINGSTAR DIVID L SHS 336917109 246 6916 SH SOLE 0 0 6916 YUM BRANDS INC COM 988498101 309 2223 SH SOLE 0 0 2223 CSX CORP COM 126408103 850 22616 SH SOLE 0 0 22616 FIDELITY NATL INFORMATION SV COM 31620M106 298 2728 SH SOLE 0 0 2728 INTERNATIONAL BUSINESS MACHS COM 459200101 1738 13007 SH SOLE 0 0 13007 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1713 15276 SH SOLE 0 0 15276 CARRIER GLOBAL CORPORATION COM 14448C104 376 6935 SH SOLE 0 0 6935 INVESCO QQQ TR UNIT SER 1 46090E103 5069 12741 SH SOLE 0 0 12741 SOUTHERN CO COM 842587107 5704 83174 SH SOLE 0 0 83174 CAPITAL ONE FINL CORP COM 14040H105 204 1408 SH SOLE 0 0 1408 3M CO COM 88579Y101 1480 8334 SH SOLE 0 0 8334 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 395 4861 SH SOLE 0 0 4861 VERIZON COMMUNICATIONS INC COM 92343V104 5406 104042 SH SOLE 0 0 104042 ISHARES TR S&P 500 GRWT ETF 464287309 385 4606 SH SOLE 0 0 4606 UNITEDHEALTH GROUP INC COM 91324P102 1994 3971 SH SOLE 0 0 3971 AMERICAN ELEC PWR CO INC COM 025537101 1731 19460 SH SOLE 0 0 19460 COCA COLA CO COM 191216100 5674 95822 SH SOLE 0 0 95822 WELLS FARGO CO NEW COM 949746101 777 16202 SH SOLE 0 0 16202 AMGEN INC COM 031162100 4878 21681 SH SOLE 0 0 21681 LOCKHEED MARTIN CORP COM 539830109 1533 4314 SH SOLE 0 0 4314 NVIDIA CORPORATION COM 67066G104 4207 14305 SH SOLE 0 0 14305 WASTE MGMT INC DEL COM 94106L109 880 5270 SH SOLE 0 0 5270 TESLA INC COM 88160R101 11986 11342 SH SOLE 0 0 11342 NETFLIX INC COM 64110L106 978 1623 SH SOLE 0 0 1623 SERVICENOW INC COM 81762P102 505 778 SH SOLE 0 0 778 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5748 13166 SH SOLE 0 0 13166 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 613 8569 SH SOLE 0 0 8569 SPROTT PHYSICAL GOLD TR UNIT 85207H104 200 13925 SH SOLE 0 0 13925 ISHARES TR CORE MSCI EAFE 46432F842 787 10546 SH SOLE 0 0 10546 MICROSOFT CORP COM 594918104 19873 59090 SH SOLE 0 0 59090 AMERICAN WTR WKS CO INC NEW COM 030420103 364 1925 SH SOLE 0 0 1925 RAYTHEON TECHNOLOGIES CORP COM 75513E101 1147 13327 SH SOLE 0 0 13327 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 10264 90174 SH SOLE 0 0 90174 ADOBE SYSTEMS INCORPORATED COM 00724F101 441 777 SH SOLE 0 0 777 GENERAL MLS INC COM 370334104 2653 39377 SH SOLE 0 0 39377 ISHARES TR RUSSELL 2000 ETF 464287655 1370 6159 SH SOLE 0 0 6159 MARVELL TECHNOLOGY INC COM 573874104 606 6931 SH SOLE 0 0 6931 VANGUARD WORLD FDS COMM SRVC ETF 92204A884 240 1771 SH SOLE 0 0 1771 SPDR GOLD TR GOLD SHS 78463V107 558 3266 SH SOLE 0 0 3266 STARBUCKS CORP COM 855244109 228 1946 SH SOLE 0 0 1946 BLACKROCK CR ALLOCATION INCO COM 092508100 301 19995 SH SOLE 0 0 19995 DOMINION ENERGY INC COM 25746U109 365 4651 SH SOLE 0 0 4651 ISHARES TR RUS MID CAP ETF 464287499 3305 39810 SH SOLE 0 0 39810 ISHARES TR RUS 1000 ETF 464287622 1448 5477 SH SOLE 0 0 5477 VANGUARD WORLD FDS INF TECH ETF 92204A702 7404 16160 SH SOLE 0 0 16160 NORTHROP GRUMMAN CORP COM 666807102 1140 2946 SH SOLE 0 0 2946 MERCK & CO INC COM 58933Y105 3664 47802 SH SOLE 0 0 47802 ISHARES TR RUS 1000 GRW ETF 464287614 5366 17561 SH SOLE 0 0 17561 WEC ENERGY GROUP INC COM 92939U106 310 3196 SH SOLE 0 0 3196 CIGNA CORP NEW COM 125523100 334 1456 SH SOLE 0 0 1456 ISHARES TR ESG AWRE USD ETF 46435G193 326 11935 SH SOLE 0 0 11935 ISHARES TR IBONDS DEC 26 46435U259 730 27179 SH SOLE 0 0 27179 ISHARES TR CORE 1 5 YR USD 46432F859 2559 50745 SH SOLE 0 0 50745 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1098 7793 SH SOLE 0 0 7793 GENERAL DYNAMICS CORP COM 369550108 3255 15615 SH SOLE 0 0 15615 PIMCO CORPORATE & INCM STRG COM 72200U100 311 18185 SH SOLE 0 0 18185 UNILEVER PLC SPON ADR NEW 904767704 596 11075 SH SOLE 0 0 11075 AUTOZONE INC COM 053332102 310 148 SH SOLE 0 0 148 META PLATFORMS INC CL A 30303M102 1848 5495 SH SOLE 0 0 5495 ALPHABET INC CAP STK CL A 02079K305 3407 1176 SH SOLE 0 0 1176 MCDONALDS CORP COM 580135101 6059 22603 SH SOLE 0 0 22603 APPLIED MATLS INC COM 038222105 527 3346 SH SOLE 0 0 3346 GENERAL MTRS CO COM 37045V100 202 3447 SH SOLE 0 0 3447 ANTHEM INC COM 036752103 587 1267 SH SOLE 0 0 1267 ENBRIDGE INC COM 29250N105 313 8008 SH SOLE 0 0 8008 EMERSON ELEC CO COM 291011104 1661 17867 SH SOLE 0 0 17867 ISHARES TR RUS MD CP GR ETF 464287481 1138 9880 SH SOLE 0 0 9880 DUPONT DE NEMOURS INC COM 26614N102 237 2934 SH SOLE 0 0 2934 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 446 9019 SH SOLE 0 0 9019 ALPHABET INC CAP STK CL C 02079K107 7044 2434 SH SOLE 0 0 2434 VERTEX PHARMACEUTICALS INC COM 92532F100 670 3050 SH SOLE 0 0 3050 INVESCO EXCH TRADED FD TR II NATL AMT MUNI 46138E537 354 13045 SH SOLE 0 0 13045 EPAM SYS INC COM 29414B104 233 348 SH SOLE 0 0 348 ISHARES TR ISHS 1-5YR INVS 464288646 349 6482 SH SOLE 0 0 6482 ALBEMARLE CORP COM 012653101 332 1420 SH SOLE 0 0 1420 ISHARES TR IBONDS DEC24 ETF 46434VBG4 8824 340291 SH SOLE 0 0 340291 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 363 1896 SH SOLE 0 0 1896 CANADIAN PAC RY LTD COM 13645T100 283 3936 SH SOLE 0 0 3936 HONEYWELL INTL INC COM 438516106 1749 8390 SH SOLE 0 0 8390 ISHARES TR MSCI EAFE ETF 464287465 351 4466 SH SOLE 0 0 4466 BERKLEY W R CORP COM 084423102 1689 20494 SH SOLE 0 0 20494 ISHARES TR GLOBAL TECH ETF 464287291 290 4500 SH SOLE 0 0 4500 ISHARES TR IBONDS DEC 27 46435U283 338 12500 SH SOLE 0 0 12500 MEDTRONIC PLC SHS G5960L103 1518 14675 SH SOLE 0 0 14675 CROWDSTRIKE HLDGS INC CL A 22788C105 284 1387 SH SOLE 0 0 1387 ISHARES TR MSCI USA ESG SLC 464288802 529 4982 SH SOLE 0 0 4982 ISHARES TR MSCI USA MMENTM 46432F396 1290 7097 SH SOLE 0 0 7097 ISHARES TR ESG SCRD S&P MID 46436E551 284 7299 SH SOLE 0 0 7299 ISHARES TR CORE HIGH DV ETF 46429B663 643 6366 SH SOLE 0 0 6366 BLACKROCK INC COM 09247X101 574 627 SH SOLE 0 0 627 ISHARES TR CORE S&P500 ETF 464287200 817 1713 SH SOLE 0 0 1713 UNITED PARCEL SERVICE INC CL B 911312106 588 2743 SH SOLE 0 0 2743 SPDR SER TR S&P DIVID ETF 78464A763 412 3194 SH SOLE 0 0 3194 BAXTER INTL INC COM 071813109 937 10919 SH SOLE 0 0 10919 FORD MTR CO DEL COM 345370860 316 15227 SH SOLE 0 0 15227 ASTRAZENECA PLC SPONSORED ADR 046353108 1238 21247 SH SOLE 0 0 21247 LAM RESEARCH CORP COM 512807108 1225 1703 SH SOLE 0 0 1703 AFLAC INC COM 001055102 2181 37360 SH SOLE 0 0 37360 INTUIT COM 461202103 847 1317 SH SOLE 0 0 1317 BLACKROCK MUN INCOME TR SH BEN INT 09248F109 164 10524 SH SOLE 0 0 10524 BLOCK INC CL A 852234103 290 1798 SH SOLE 0 0 1798 CROWN CASTLE INTL CORP NEW COM 22822V101 326 1561 SH SOLE 0 0 1561 PAYPAL HLDGS INC COM 70450Y103 580 3076 SH SOLE 0 0 3076 AIR PRODS & CHEMS INC COM 009158106 977 3210 SH SOLE 0 0 3210 OTIS WORLDWIDE CORP COM 68902V107 345 3960 SH SOLE 0 0 3960 KINDER MORGAN INC DEL COM 49456B101 1106 69738 SH SOLE 0 0 69738 JOHNSON & JOHNSON COM 478160104 11046 64571 SH SOLE 0 0 64571 S&P GLOBAL INC COM 78409V104 283 600 SH SOLE 0 0 600 DARDEN RESTAURANTS INC COM 237194105 257 1705 SH SOLE 0 0 1705 LISTED FD TR OVERLAY SHS SHRT 53656F573 967 39528 SH SOLE 0 0 39528 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 239 6132 SH SOLE 0 0 6132 WHEELS UP EXPERIENCE INC COM CL A 96328L106 70 15000 SH SOLE 0 0 15000 FIFTH THIRD BANCORP COM 316773100 388 8913 SH SOLE 0 0 8913 MOODYS CORP COM 615369105 576 1475 SH SOLE 0 0 1475 THERMO FISHER SCIENTIFIC INC COM 883556102 2192 3285 SH SOLE 0 0 3285