Compliance Officer

0001765380-24-000037.txt : 20240208 0001765380-24-000037.hdr.sgml : 20240208 20240208130932 ACCESSION NUMBER: 0001765380-24-000037 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240208 DATE AS OF CHANGE: 20240208 EFFECTIVENESS DATE: 20240208 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sound View Wealth Advisors Group, LLC CENTRAL INDEX KEY: 0001784777 ORGANIZATION NAME: 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: 24608046 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 12-31-2023 12-31-2023 Sound View Wealth Advisors Group, LLC

1 SKIDAWAY VILLAGE WALK SUITE 201 SAVANNAH GA 31411

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SOLE 0 566 0 542 ISHARES TR NATIONAL MUN ETF 464288414 908259 8378 SH SOLE 0 0 0 8378 ISHARES TR SELECT DIVID ETF 464287168 900336 7681 SH SOLE 0 205 0 7476 ISHARES TR IBONDS DEC 2031 46436E486 6979460 336036 SH SOLE 0 26684 0 309351 ISHARES TR MSCI USA MIN VOL 46429B697 1050261 13460 SH SOLE 0 0 0 13460 ISHARES TR RUS 2000 GRW ETF 464287648 581622 2306 SH SOLE 0 10 0 2296 ISHARES TR ESG AWRE 1 5 YR 46435G243 292114 11933 SH SOLE 0 0 0 11933 ISHARES TR U.S. MED DVC ETF 464288810 382893 7095 SH SOLE 0 0 0 7095 ISHARES TR S&P 500 GRWT ETF 464287309 864101 11506 SH SOLE 0 3960 0 7546 ISHARES TR CORE MSCI EAFE 46432F842 1668119 23712 SH SOLE 0 534 0 23177 ISHARES TR CORE S&P MCP ETF 464287507 489246 1765 SH SOLE 0 1612 0 153 ISHARES TR IBONDS DEC 26 46435U259 3161578 123930 SH SOLE 0 2755 0 121175 ISHARES TR RUS MID CAP ETF 464287499 4447572 57218 SH SOLE 0 2872 0 54346 ISHARES TR RUS 1000 ETF 464287622 2686292 10243 SH SOLE 0 840 0 9403 ISHARES TR IBOXX INV CP ETF 464287242 204881 1851 SH SOLE 0 0 0 1851 ISHARES TR IBONDS DEC 2030 46436E726 7286810 336729 SH SOLE 0 25275 0 311454 ISHARES TR IBONDS DEC2026 46435GAA0 21477360 898634 SH SOLE 0 30575 0 868059 ISHARES TR IBONDS DEC 25 46435U432 3144070 118443 SH SOLE 0 2635 0 115808 ISHARES TR IBONDS DEC25 ETF 46434VBD1 20787825 839573 SH SOLE 0 29538 0 810035 ISHARES TR PFD AND INCM SEC 464288687 2774548 88956 SH SOLE 0 61 0 88895 ISHARES TR IBONDS DEC 46435U697 2933694 113139 SH SOLE 0 2689 0 110450 ISHARES TR CORE DIV GRWTH 46434V621 11014863 204661 SH SOLE 0 3917 0 200744 ISHARES TR ISHARES BIOTECH 464287556 892631 6571 SH SOLE 0 0 0 6571 ISHARES TR MSCI USA ESG SLC 464288802 588020 5850 SH SOLE 0 0 0 5850 ISHARES TR IBONDS 25 TRM TS 46436E866 644903 27702 SH SOLE 0 0 0 27702 ISHARES TR IBONDS DEC 27 46435U283 2792473 109875 SH SOLE 0 2781 0 107094 ISHARES TR U.S. PHARMA ETF 464288836 505406 2726 SH SOLE 0 0 0 2726 ISHARES TR ISHS 1-5YR INVS 464288646 340415 6639 SH SOLE 0 37 0 6602 ISHARES TR IBONDS DEC24 ETF 46434VBG4 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787 SH SOLE 0 0 0 787 ISHARES TR CORE 1 5 YR USD 46432F859 3779017 79458 SH SOLE 0 2551 0 76907 ISHARES TR ESG AWRE USD ETF 46435G193 418737 17995 SH SOLE 0 0 0 17995 ISHARES TR RUSSELL 2000 ETF 464287655 2181242 10868 SH SOLE 0 702 0 10166 ISHARES TR RUS 1000 GRW ETF 464287614 7006371 23110 SH SOLE 0 326 0 22784 ISHARES TR GLOBAL TECH ETF 464287291 306810 4500 SH SOLE 0 4500 0 0 ISHARES TR IBONDS DEC 2029 46436E163 1690854 66049 SH SOLE 0 2023 0 64026 ISHARES TR IBONDS 24 TRM TS 46436E874 8099860 339474 SH SOLE 0 14962 0 324512 ISHARES TR ESG SCRD S&P MID 46436E551 294745 7813 SH SOLE 0 0 0 7813 ISHARES TR CORE S&P500 ETF 464287200 1666109 3488 SH SOLE 0 1380 0 2108 ISHARES TR RUS MD CP GR ETF 464287481 837560 8018 SH SOLE 0 44 0 7974 ISHARES TR IBONDS DEC 29 46436E205 7352943 318723 SH SOLE 0 23868 0 294855 ISHARES TR CORE HIGH DV ETF 46429B663 1006688 9870 SH SOLE 0 83 0 9787 ISHARES TR IBDS DEC28 ETF 46435U515 15379242 612963 SH SOLE 0 25577 0 587386 JAZZ PHARMACEUTICALS PLC SHS 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682680103 491329 6997 SH SOLE 0 5 0 6992 ORACLE CORP COM 68389X105 2381880 22592 SH SOLE 0 379 0 22213 OTIS WORLDWIDE CORP COM 68902V107 357106 3991 SH SOLE 0 122 0 3869 PACER FDS TR PACER US SMALL 69374H857 207682 4324 SH SOLE 0 105 0 4219 PALO ALTO NETWORKS INC COM 697435105 923564 3132 SH SOLE 0 364 0 2768 PARK NATL CORP COM 700658107 716514 5393 SH SOLE 0 0 0 5393 PAYCHEX INC COM 704326107 1257921 10561 SH SOLE 0 72 0 10489 PEPSICO INC COM 713448108 5245203 30883 SH SOLE 0 693 0 30190 PFIZER INC COM 717081103 3668905 127437 SH SOLE 0 17085 0 110352 PHILIP MORRIS INTL INC COM 718172109 4206206 44709 SH SOLE 0 19972 0 24737 PHILLIPS 66 COM 718546104 367733 2762 SH SOLE 0 367 0 2395 PIMCO CORPORATE & INCM STRG COM 72200U100 223827 18036 SH SOLE 0 0 0 18036 PIONEER NAT RES CO COM 723787107 965539 4294 SH SOLE 0 4000 0 294 PNC FINL SVCS GROUP INC COM 693475105 1208295 7803 SH SOLE 0 493 0 7310 PPL CORP COM 69351T106 1003701 37037 SH SOLE 0 162 0 36875 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 911607 11588 SH SOLE 0 759 0 10829 PROCTER AND GAMBLE CO COM 742718109 13047655 89038 SH SOLE 0 16874 0 72164 PROGRESSIVE CORP COM 743315103 1488945 9348 SH SOLE 0 381 0 8967 PROSHARES TR S&P TECH DIVIDEN 74347G606 505690 7268 SH SOLE 0 0 0 7268 PROSHARES TR S&P 500 DV ARIST 74348A467 2470447 25950 SH SOLE 0 0 0 25950 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 867963 14194 SH SOLE 0 317 0 13877 QUALCOMM INC COM 747525103 3210559 22198 SH SOLE 0 3542 0 18656 RBB FD INC MOTLEY FOL ETF 74933W601 367951 8241 SH SOLE 0 2049 0 6192 REALTY INCOME CORP COM 756109104 235291 4098 SH SOLE 0 44 0 4054 REAVES UTIL INCOME FD COM SH BEN INT 756158101 497946 18622 SH SOLE 0 0 0 18622 REGENERON PHARMACEUTICALS COM 75886F107 1925241 2192 SH SOLE 0 65 0 2127 REPUBLIC SVCS INC COM 760759100 328995 1995 SH SOLE 0 66 0 1929 RIO TINTO PLC SPONSORED ADR 767204100 277086 3721 SH SOLE 0 500 0 3221 ROCKWELL AUTOMATION INC COM 773903109 1946803 6270 SH SOLE 0 511 0 5759 RTX CORPORATION COM 75513E101 2074181 24652 SH SOLE 0 1603 0 23049 S&P GLOBAL INC COM 78409V104 245121 556 SH SOLE 0 78 0 478 SALESFORCE INC COM 79466L302 2070122 7867 SH SOLE 0 342 0 7525 SANOFI SPONSORED ADR 80105N105 350298 7044 SH SOLE 0 0 0 7044 SCHLUMBERGER LTD COM STK 806857108 439671 8449 SH SOLE 0 34 0 8415 SCHWAB CHARLES CORP COM 808513105 326824 4750 SH SOLE 0 78 0 4672 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 203724 8218 SH SOLE 0 8100 0 118 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 18464233 327380 SH SOLE 0 7061 0 320319 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 16544852 217324 SH SOLE 0 8217 0 209106 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 5046777 26220 SH SOLE 0 2553 0 23667 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 4804357 35228 SH SOLE 0 4426 0 30801 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2293740 36219 SH SOLE 0 4845 0 31374 SELECT SECTOR SPDR TR ENERGY 81369Y506 622637 7426 SH SOLE 0 734 0 6692 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 306335 4216 SH SOLE 0 1722 0 2494 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 2477370 34394 SH SOLE 0 4895 0 29499 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 289106 7689 SH SOLE 0 2000 0 5689 SERVICENOW INC COM 81762P102 651384 922 SH SOLE 0 7 0 915 SHOPIFY INC CL A 82509L107 701723 9008 SH SOLE 0 0 0 9008 SIMON PPTY GROUP INC NEW COM 828806109 793577 5563 SH SOLE 0 63 0 5500 SMUCKER J M CO COM NEW 832696405 667374 5281 SH SOLE 0 4076 0 1205 SOUTHERN CO COM 842587107 6486342 92503 SH SOLE 0 4542 0 87961 SOUTHERN COPPER CORP COM 84265V105 217327 2525 SH SOLE 0 0 0 2525 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 8625190 22886 SH SOLE 0 1373 0 21513 SPDR GOLD TR GOLD SHS 78463V107 2306657 12066 SH SOLE 0 0 0 12066 SPDR S&P 500 ETF TR TR UNIT 78462F103 4787484 10072 SH SOLE 0 2549 0 7523 SPROTT PHYSICAL GOLD TR UNIT 85207H104 254225 15959 SH SOLE 0 13534 0 2425 STARBUCKS CORP COM 855244109 209345 2180 SH SOLE 0 264 0 1916 STRYKER CORPORATION COM 863667101 1344424 4489 SH SOLE 0 226 0 4263 SUN LIFE FINANCIAL INC. COM 866796105 362087 6982 SH SOLE 0 0 0 6982 SYNOVUS FINL CORP COM NEW 87161C501 296155 7866 SH SOLE 0 283 0 7583 SYSCO CORP COM 871829107 436670 5971 SH SOLE 0 365 0 5606 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 433888 4172 SH SOLE 0 0 0 4172 TARGET CORP COM 87612E106 674462 4736 SH SOLE 0 347 0 4389 TESLA INC COM 88160R101 9171459 36910 SH SOLE 0 2984 0 33926 TEXAS INSTRS INC COM 882508104 3357807 19699 SH SOLE 0 1375 0 18323 THE CIGNA GROUP COM 125523100 466843 1559 SH SOLE 0 15 0 1544 THERMO FISHER SCIENTIFIC INC COM 883556102 2372315 4469 SH SOLE 0 358 0 4112 THOMSON REUTERS CORP. COM 884903808 205732 1407 SH SOLE 0 0 0 1407 TJX COS INC NEW COM 872540109 816728 8706 SH SOLE 0 466 0 8240 TORONTO DOMINION BK ONT COM NEW 891160509 246848 3820 SH SOLE 0 0 0 3820 TOTALENERGIES SE SPONSORED ADS 89151E109 259009 3844 SH SOLE 0 19 0 3825 TRACTOR SUPPLY CO COM 892356106 907674 4221 SH SOLE 0 189 0 4032 TRAVELERS COMPANIES INC COM 89417E109 523276 2747 SH SOLE 0 166 0 2581 TRUIST FINL CORP COM 89832Q109 928564 25151 SH SOLE 0 138 0 25013 UNILEVER PLC SPON ADR NEW 904767704 413001 8519 SH SOLE 0 0 0 8519 UNION PAC CORP COM 907818108 1123713 4575 SH SOLE 0 1153 0 3422 UNITED PARCEL SERVICE INC CL B 911312106 725555 4615 SH SOLE 0 684 0 3931 UNITED STS LIME & MINERALS I COM 911922102 351284 1525 SH SOLE 0 0 0 1525 UNITEDHEALTH GROUP INC COM 91324P102 3277766 6226 SH SOLE 0 429 0 5797 US BANCORP DEL COM NEW 902973304 544982 12592 SH SOLE 0 1682 0 10910 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 238485 2810 SH SOLE 0 0 0 2810 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 618695 3538 SH SOLE 0 100 0 3438 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 615106 6546 SH SOLE 0 0 0 6546 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 202255 2626 SH SOLE 0 0 0 2626 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 537206 7304 SH SOLE 0 0 0 7304 VANGUARD INDEX FDS MID CAP ETF 922908629 2373598 10203 SH SOLE 0 149 0 10054 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2972348 20498 SH SOLE 0 693 0 19805 VANGUARD INDEX FDS GROWTH ETF 922908736 3118128 10030 SH SOLE 0 0 0 10030 VANGUARD INDEX FDS VALUE ETF 922908744 4551976 30448 SH SOLE 0 95 0 30353 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 525839 5951 SH SOLE 0 245 0 5706 VANGUARD INDEX FDS SML CP GRW ETF 922908595 288432 1193 SH SOLE 0 0 0 1193 VANGUARD INDEX FDS SMALL CP ETF 922908751 1202452 5637 SH SOLE 0 247 0 5389 VANGUARD INDEX FDS TOTAL STK MKT 922908769 7872497 33186 SH SOLE 0 9615 0 23571 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 13924729 31879 SH SOLE 0 1574 0 30305 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 760989 18516 SH SOLE 0 297 0 18219 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 939120 16728 SH SOLE 0 4200 0 12528 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 236407 2915 SH SOLE 0 323 0 2592 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 461280 5962 SH SOLE 0 0 0 5962 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 416379 5195 SH SOLE 0 0 0 5195 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 15436813 90592 SH SOLE 0 3092 0 87500 VANGUARD STAR FDS VG TL INTL STK F 921909768 316415 5459 SH SOLE 0 0 0 5459 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 307183 6413 SH SOLE 0 365 0 6048 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 5477943 49072 SH SOLE 0 949 0 48124 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 977425 12319 SH SOLE 0 1056 0 11264 VANGUARD WORLD FDS ENERGY ETF 92204A306 316917 2702 SH SOLE 0 0 0 2702 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 3648733 14554 SH SOLE 0 568 0 13986 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 932241 3061 SH SOLE 0 182 0 2879 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 705881 7651 SH SOLE 0 260 0 7391 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 381608 1998 SH SOLE 0 0 0 1998 VANGUARD WORLD FDS INF TECH ETF 92204A702 12002721 24799 SH SOLE 0 1509 0 23290 VERIZON COMMUNICATIONS INC COM 92343V104 2936469 77890 SH SOLE 0 1853 0 76037 VERTEX PHARMACEUTICALS INC COM 92532F100 1307338 3213 SH SOLE 0 175 0 3038 VISA INC COM CL A 92826C839 6025075 23142 SH SOLE 0 1663 0 21479 VULCAN MATLS CO COM 929160109 254478 1121 SH SOLE 0 35 0 1086 WALGREENS BOOTS ALLIANCE INC COM 931427108 287420 11008 SH SOLE 0 0 0 11008 WALMART INC COM 931142103 5016958 31823 SH SOLE 0 1305 0 30518 WASTE CONNECTIONS INC COM 94106B101 1265362 8477 SH SOLE 0 571 0 7906 WASTE MGMT INC DEL COM 94106L109 1561517 8719 SH SOLE 0 191 0 8528 WATSCO INC COM 942622200 400191 934 SH SOLE 0 21 0 913 WEC ENERGY GROUP INC COM 92939U106 358480 4259 SH SOLE 0 92 0 4167 WELLS FARGO CO NEW COM 949746101 396024 8046 SH SOLE 0 163 0 7883 WELLTOWER INC COM 95040Q104 214244 2376 SH SOLE 0 0 0 2376 WEYERHAEUSER CO MTN BE COM NEW 962166104 442379 12723 SH SOLE 0 133 0 12590 WILLIAMS COS INC COM 969457100 1737500 49885 SH SOLE 0 3420 0 46465 WORLD GOLD TR SPDR GLD MINIS 98149E303 253397 6194 SH SOLE 0 0 0 6194 XCEL ENERGY INC COM 98389B100 296425 4788 SH SOLE 0 595 0 4193 YUM BRANDS INC COM 988498101 294116 2251 SH SOLE 0 181 0 2070 ZIMMER BIOMET HOLDINGS INC COM 98956P102 1125207 9246 SH SOLE 0 37 0 9209 ZOETIS INC CL A 98978V103 1656256 8392 SH SOLE 0 474 0 7918