0001765380-23-000208.txt : 20231107 0001765380-23-000208.hdr.sgml : 20231107 20231107112242 ACCESSION NUMBER: 0001765380-23-000208 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231107 DATE AS OF CHANGE: 20231107 EFFECTIVENESS DATE: 20231107 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: 231382376 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 09-30-2023 09-30-2023 Sound View Wealth Advisors Group, LLC

1 SKIDAWAY VILLAGE WALK SUITE 201 SAVANNAH GA 31411

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73124 PROGRESSIVE CORP COM 743315103 1517945 10897 SH SOLE 0 593 0 10304 PROSHARES TR S&P 500 DV ARIST 74348A467 2568598 29007 SH SOLE 0 0 0 29007 PROSHARES TR S&P TECH DIVIDEN 74347G606 451576 7267 SH SOLE 0 0 0 7267 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 822805 14458 SH SOLE 0 581 0 13877 QUALCOMM INC COM 747525103 2557459 23028 SH SOLE 0 3350 0 19678 RBB FD INC MOTLEY FOL ETF 74933W601 310745 7907 SH SOLE 0 2049 0 5858 REALTY INCOME CORP COM 756109104 210429 4214 SH SOLE 0 220 0 3994 REAVES UTIL INCOME FD COM SH BEN INT 756158101 564968 22920 SH SOLE 0 0 0 22920 REGENERON PHARMACEUTICALS COM 75886F107 1795358 2182 SH SOLE 0 66 0 2116 REPUBLIC SVCS INC COM 760759100 280460 1968 SH SOLE 0 39 0 1929 ROCKWELL AUTOMATION INC COM 773903109 1552007 5429 SH SOLE 0 506 0 4923 RTX CORPORATION COM 75513E101 1547817 21506 SH SOLE 0 628 0 20878 SALESFORCE INC COM 79466L302 1499886 7397 SH SOLE 0 383 0 7014 SANOFI SPONSORED ADR 80105N105 371153 6919 SH SOLE 0 0 0 6919 SCHLUMBERGER LTD COM STK 806857108 475070 8149 SH SOLE 0 34 0 8115 SCHWAB CHARLES CORP COM 808513105 258274 4704 SH SOLE 0 30 0 4674 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 15825619 312759 SH SOLE 0 5552 0 307207 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 14783724 208928 SH SOLE 0 9378 0 199550 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 273886 4177 SH SOLE 0 1722 0 2455 SELECT SECTOR SPDR TR ENERGY 81369Y506 681076 7535 SH SOLE 0 734 0 6801 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 269108 8113 SH SOLE 0 2000 0 6113 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 4114942 25102 SH SOLE 0 2840 0 22262 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 2845251 41349 SH SOLE 0 5162 0 36188 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 4246733 32987 SH SOLE 0 4657 0 28330 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2531708 42961 SH SOLE 0 5394 0 37567 SERVICENOW INC COM 81762P102 476813 853 SH SOLE 0 2 0 851 SHOPIFY INC CL A 82509L107 492603 9027 SH SOLE 0 0 0 9027 SIMON PPTY GROUP INC NEW COM 828806109 591974 5480 SH SOLE 0 41 0 5439 SIMPLIFY EXCHANGE TRADED FUN SIMPLIFY INTERST 82889N855 272299 2851 SH SOLE 0 0 0 2851 SMUCKER J M CO COM NEW 832696405 639132 5200 SH SOLE 0 4000 0 1200 SOUTHERN CO COM 842587107 5950055 91935 SH SOLE 0 5246 0 86690 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 7220678 21557 SH SOLE 0 1371 0 20187 SPDR GOLD TR GOLD SHS 78463V107 2071630 12083 SH SOLE 0 0 0 12083 SPDR S&P 500 ETF TR TR UNIT 78462F103 4457632 10428 SH SOLE 0 3761 0 6667 SPDR SER TR S&P DIVID ETF 78464A763 235310 2046 SH SOLE 0 1200 0 846 SPROTT PHYSICAL GOLD TR UNIT 85207H104 228532 15959 SH SOLE 0 13534 0 2425 STARBUCKS CORP COM 855244109 215567 2362 SH SOLE 0 408 0 1954 STRYKER CORPORATION COM 863667101 1201784 4398 SH SOLE 0 219 0 4179 SUN LIFE FINANCIAL INC. COM 866796105 340722 6982 SH SOLE 0 0 0 6982 SYNOVUS FINL CORP COM NEW 87161C501 247754 8912 SH SOLE 0 244 0 8668 SYSCO CORP COM 871829107 358412 5426 SH SOLE 0 0 0 5426 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 375694 4323 SH SOLE 0 0 0 4323 TARGET CORP COM 87612E106 560185 5066 SH SOLE 0 277 0 4789 TESLA INC COM 88160R101 9266527 37034 SH SOLE 0 2966 0 34067 TEXAS INSTRS INC COM 882508104 2883530 18134 SH SOLE 0 904 0 17230 THE CIGNA GROUP COM 125523100 447986 1566 SH SOLE 0 15 0 1551 THERMO FISHER SCIENTIFIC INC COM 883556102 2270956 4487 SH SOLE 0 335 0 4152 TJX COS INC NEW COM 872540109 789859 8887 SH SOLE 0 533 0 8354 TORONTO DOMINION BK ONT COM NEW 891160509 230193 3820 SH SOLE 0 0 0 3820 TOTALENERGIES SE SPONSORED ADS 89151E109 235487 3581 SH SOLE 0 19 0 3562 TRACTOR SUPPLY CO COM 892356106 914138 4502 SH SOLE 0 263 0 4239 TRAVELERS COMPANIES INC COM 89417E109 373490 2287 SH SOLE 0 0 0 2287 TRUIST FINL CORP COM 89832Q109 794643 27775 SH SOLE 0 0 0 27775 UNILEVER PLC SPON ADR NEW 904767704 430719 8719 SH SOLE 0 0 0 8719 UNION PAC CORP COM 907818108 895363 4397 SH SOLE 0 1068 0 3329 UNITED PARCEL SERVICE INC CL B 911312106 671265 4307 SH SOLE 0 480 0 3827 UNITED STS LIME & MINERALS I COM 911922102 306525 1525 SH SOLE 0 0 0 1525 UNITEDHEALTH GROUP INC COM 91324P102 3238728 6424 SH SOLE 0 436 0 5987 US BANCORP DEL COM NEW 902973304 351263 10625 SH SOLE 0 1438 0 9187 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 429868 2965 SH SOLE 0 100 0 2865 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 213110 2810 SH SOLE 0 0 0 2810 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 531251 6285 SH SOLE 0 0 0 6285 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 489588 7016 SH SOLE 0 0 0 7016 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2440086 18632 SH SOLE 0 538 0 18094 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 11495353 29273 SH SOLE 0 1323 0 27950 VANGUARD INDEX FDS MID CAP ETF 922908629 1761824 8461 SH SOLE 0 149 0 8311 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 201383 2662 SH SOLE 0 245 0 2417 VANGUARD INDEX FDS SMALL CP ETF 922908751 960921 5082 SH SOLE 0 199 0 4883 VANGUARD INDEX FDS GROWTH ETF 922908736 2531121 9295 SH SOLE 0 0 0 9295 VANGUARD INDEX FDS SML CP GRW ETF 922908595 257680 1203 SH SOLE 0 0 0 1203 VANGUARD INDEX FDS VALUE ETF 922908744 4277761 31014 SH SOLE 0 94 0 30920 VANGUARD INDEX FDS TOTAL STK MKT 922908769 6153371 28969 SH SOLE 0 9515 0 19454 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 472989 3300 SH SOLE 0 0 0 3300 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1697804 43300 SH SOLE 0 295 0 43005 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 872137 16814 SH SOLE 0 4200 0 12614 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 236109 3305 SH SOLE 0 323 0 2982 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 361096 4805 SH SOLE 0 0 0 4805 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 372066 5195 SH SOLE 0 0 0 5195 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 13326024 85764 SH SOLE 0 2773 0 82991 VANGUARD STAR FDS VG TL INTL STK F 921909768 292175 5459 SH SOLE 0 0 0 5459 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 289033 6611 SH SOLE 0 365 0 6246 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 4249078 41125 SH SOLE 0 1027 0 40099 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 497452 6974 SH SOLE 0 815 0 6159 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 836693 10417 SH SOLE 0 160 0 10257 VANGUARD WORLD FDS INF TECH ETF 92204A702 8897629 21445 SH SOLE 0 1404 0 20041 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 684742 2542 SH SOLE 0 130 0 2412 VANGUARD WORLD FDS ENERGY ETF 92204A306 318648 2514 SH SOLE 0 0 0 2514 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 3061059 13020 SH SOLE 0 435 0 12585 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 369677 2024 SH SOLE 0 0 0 2024 VERIZON COMMUNICATIONS INC COM 92343V104 2570017 79297 SH SOLE 0 340 0 78957 VERTEX PHARMACEUTICALS INC COM 92532F100 1143021 3287 SH SOLE 0 175 0 3112 VISA INC COM CL A 92826C839 5252796 22837 SH SOLE 0 1737 0 21100 VULCAN MATLS CO COM 929160109 222626 1102 SH SOLE 0 16 0 1086 WALGREENS BOOTS ALLIANCE INC COM 931427108 240215 10801 SH SOLE 0 0 0 10801 WALMART INC COM 931142103 4716239 29489 SH SOLE 0 1059 0 28430 WASTE CONNECTIONS INC COM 94106B101 1102334 8208 SH SOLE 0 644 0 7564 WASTE MGMT INC DEL COM 94106L109 1359804 8920 SH SOLE 0 166 0 8754 WATSCO INC COM 942622200 352790 934 SH SOLE 0 21 0 913 WEC ENERGY GROUP INC COM 92939U106 373671 4639 SH SOLE 0 456 0 4183 WELLS FARGO CO NEW COM 949746101 350426 8576 SH SOLE 0 192 0 8384 WEYERHAEUSER CO MTN BE COM NEW 962166104 386009 12590 SH SOLE 0 0 0 12590 WILLIAMS COS INC COM 969457100 1713819 50870 SH SOLE 0 4246 0 46624 WORLD GOLD TR SPDR GLD MINIS 98149E303 227072 6194 SH SOLE 0 0 0 6194 XCEL ENERGY INC COM 98389B100 239923 4193 SH SOLE 0 0 0 4193 YUM BRANDS INC COM 988498101 285488 2285 SH SOLE 0 107 0 2178 ZIMMER BIOMET HOLDINGS INC COM 98956P102 929228 8280 SH SOLE 0 0 0 8280 ZOETIS INC CL A 98978V103 1417790 8149 SH SOLE 0 593 0 7557