Compliance Officer

0001765380-24-000206.txt : 20240509 0001765380-24-000206.hdr.sgml : 20240509 20240509131522 ACCESSION NUMBER: 0001765380-24-000206 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240509 DATE AS OF CHANGE: 20240509 EFFECTIVENESS DATE: 20240509 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: 24929665 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 03-31-2024 03-31-2024 Sound View Wealth Advisors Group, LLC

1 SKIDAWAY VILLAGE WALK SUITE 201 SAVANNAH GA 31411

13F HOLDINGS REPORT 028-19564 000300927 801-114892 N James Hadaway Compliance Officer 5138325477 James Hadaway Cincinnati OH 05-09-2024 0 371 938188450 false INFORMATION TABLE 2 svq12024.xml MCDONALDS CORP COM 580135101 7198668 25532 SH SOLE 537 0 24994 BAXTER INTL INC COM 071813109 495998 11605 SH SOLE 447 0 11158 MOODYS CORP COM 615369105 663435 1688 SH SOLE 51 0 1637 WELLTOWER INC COM 95040Q104 222013 2376 SH SOLE 0 0 2376 ISHARES TR ESG AWR US AGRGT 46435U549 480765 10216 SH SOLE 0 0 10216 VANGUARD STAR FDS VG TL INTL STK F 921909768 329190 5459 SH SOLE 0 0 5459 GENERAL DYNAMICS CORP COM 369550108 3417319 12097 SH SOLE 394 0 11703 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2137499 32559 SH SOLE 2887 0 29672 GOLDMAN SACHS GROUP INC COM 38141G104 438157 1049 SH SOLE 281 0 768 INNOVATOR ETFS TRUST US EQTY BUF SEP 45782C664 211810 5392 SH SOLE 0 0 5392 SYSCO CORP COM 871829107 471387 5807 SH SOLE 365 0 5442 ISHARES TR RUS 1000 GRW ETF 464287614 6936828 20581 SH SOLE 252 0 20329 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35957 SH SOLE 0 0 35957 ISHARES TR RUS 2000 GRW ETF 464287648 629650 2325 SH SOLE 0 0 2325 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 249856 8192 SH SOLE 0 0 8192 ISHARES TR EXPANDED TECH 464287515 211896 2485 SH SOLE 0 0 2485 ISHARES SILVER TR ISHARES 46428Q109 396510 17429 SH SOLE 0 0 17429 TRACTOR SUPPLY CO COM 892356106 518798 1982 SH SOLE 63 0 1919 PHILLIPS 66 COM 718546104 428931 2626 SH SOLE 367 0 2259 DIAGEO PLC SPON ADR NEW 25243Q205 2109516 14183 SH SOLE 0 0 14183 VANGUARD INDEX FDS SML CP GRW ETF 922908595 311039 1193 SH SOLE 0 0 1193 CORNING INC COM 219350105 208538 6327 SH SOLE 704 0 5623 ASTRAZENECA PLC SPONSORED ADR 046353108 1315222 19413 SH SOLE 505 0 18908 FORD MTR CO DEL COM 345370860 499926 37645 SH SOLE 164 0 37481 ISHARES TR IBONDS DEC 29 46436E205 9963017 436591 SH SOLE 20425 0 416166 BANK AMERICA CORP COM 060505104 2645928 69777 SH SOLE 5661 0 64116 LAM RESEARCH CORP COM 512807108 1771977 1824 SH SOLE 41 0 1783 AON PLC SHS CL A G0403H108 699884 2097 SH SOLE 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SPONSORED ADR 80105N105 333202 6856 SH SOLE 0 0 6856 PACER FDS TR PACER US SMALL 69374H857 236971 4820 SH SOLE 214 0 4606 UNITED PARCEL SERVICE INC CL B 911312106 702019 4723 SH SOLE 301 0 4422 DARDEN RESTAURANTS INC COM 237194105 440440 2635 SH SOLE 90 0 2545 WATSCO INC COM 942622200 402164 931 SH SOLE 21 0 910 ISHARES TR IBONDS DEC 2029 46436E163 1618861 64126 SH SOLE 0 0 64126 WALGREENS BOOTS ALLIANCE INC COM 931427108 228245 10523 SH SOLE 0 0 10523 ISHARES TR RUS 1000 VAL ETF 464287598 1316817 7352 SH SOLE 66 0 7286 SPDR GOLD TR GOLD SHS 78463V107 2449097 11905 SH SOLE 0 0 11905 THERMO FISHER SCIENTIFIC INC COM 883556102 2368105 4074 SH SOLE 358 0 3717 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C540 398989 10902 SH SOLE 2439 0 8463 EVERGY INC COM 30034W106 214855 4025 SH SOLE 558 0 3467 COPART INC COM 217204106 284619 4914 SH SOLE 28 0 4886 JAZZ PHARMACEUTICALS PLC SHS USD G50871105 552367 4587 SH SOLE 0 0 4587 ISHARES TR MSCI USA MIN VOL 46429B697 950386 11371 SH SOLE 0 0 11371 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 19992315 322145 SH SOLE 6593 0 315552 INNOVATOR ETFS TRUST LADERD ALCTN PWR 45783Y814 1396564 33459 SH SOLE 2067 0 31392 OTIS WORLDWIDE CORP COM 68902V107 374878 3776 SH SOLE 223 0 3553 DEERE & CO COM 244199105 1599832 3895 SH SOLE 3017 0 878 AMERICAN TOWER CORP NEW COM 03027X100 283423 1434 SH SOLE 40 0 1394 ISHARES TR RUSSELL 2000 ETF 464287655 2047269 9735 SH SOLE 355 0 9380 FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 398356 7502 SH SOLE 0 0 7502 ISHARES TR RUS 2000 VAL ETF 464287630 531380 3346 SH SOLE 0 0 3346 FIRST TR EXCHNG TRADED FD VI VEST BUFFERED 33740U778 262426 11653 SH SOLE 692 0 10961 KRAFT HEINZ CO COM 500754106 342631 9285 SH SOLE 135 0 9150 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 6495984 89439 SH SOLE 0 0 89439 INTUIT COM 461202103 2102859 3235 SH SOLE 154 0 3081 AUTOMATIC DATA PROCESSING IN COM 053015103 2513455 10064 SH SOLE 263 0 9801 AAON INC COM PAR $0.004 000360206 201132 2283 SH SOLE 83 0 2200 NORFOLK SOUTHN CORP COM 655844108 966345 3792 SH SOLE 146 0 3646 PROCTER AND GAMBLE CO COM 742718109 13557684 83560 SH SOLE 17702 0 65859 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 4382108 29663 SH SOLE 2960 0 26703 ABBOTT LABS COM 002824100 2642299 23247 SH SOLE 914 0 22333 INTUITIVE SURGICAL INC COM NEW 46120E602 1130242 2832 SH SOLE 38 0 2794 META PLATFORMS INC CL A 30303M102 3712771 7646 SH SOLE 89 0 7557 CVS HEALTH CORP COM 126650100 284328 3565 SH SOLE 136 0 3429 GLOBAL X FDS GLBL X MLP ETF 37954Y343 250744 5200 SH SOLE 0 0 5200 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 406405 5195 SH SOLE 0 0 5195 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 313111 6241 SH SOLE 365 0 5876 SMUCKER J M CO COM NEW 832696405 672660 5344 SH SOLE 4135 0 1209 CDW CORP COM 12514G108 494934 1935 SH SOLE 65 0 1870 ALPHABET INC CAP STK CL A 02079K305 5017849 33246 SH SOLE 1606 0 31640 ASML HOLDING N V N Y REGISTRY SHS N07059210 510467 526 SH SOLE 0 0 526 ISHARES TR IBONDS DEC 25 46435U432 2983921 112771 SH SOLE 0 0 112771 COMCAST CORP NEW CL A 20030N101 2645272 61021 SH SOLE 3251 0 57770 ADVANCED MICRO DEVICES INC COM 007903107 1115067 6178 SH SOLE 38 0 6140 ISHARES TR IBONDS DEC2026 46435GAA0 20950604 878432 SH SOLE 24610 0 853822 GENERAL MLS INC COM 370334104 2680972 38316 SH SOLE 0 0 38316 THE CIGNA GROUP COM 125523100 550596 1516 SH SOLE 15 0 1501 NEXTERA ENERGY INC COM 65339F101 2955582 46246 SH SOLE 2646 0 43600 APPLIED MATLS INC COM 038222105 848224 4113 SH SOLE 345 0 3768 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 2226080 29152 SH SOLE 2487 0 26666 ISHARES TR INTRM GOV CR ETF 464288612 293536 2823 SH SOLE 0 0 2823 SELECT SECTOR SPDR TR ENERGY 81369Y506 599899 6354 SH SOLE 734 0 5620 ISHARES TR NATIONAL MUN ETF 464288414 896738 8334 SH SOLE 0 0 8334 FIFTH THIRD BANCORP COM 316773100 2702094 72617 SH SOLE 2053 0 70564 ADOBE INC COM 00724F101 335598 665 SH SOLE 30 0 635 SUN LIFE FINANCIAL INC. COM 866796105 381078 6982 SH SOLE 0 0 6982 DIGITAL RLTY TR INC COM 253868103 2316520 16082 SH SOLE 83 0 15999 SOUTHERN COPPER CORP COM 84265V105 279615 2625 SH SOLE 0 0 2625 LOCKHEED MARTIN CORP COM 539830109 1576490 3466 SH SOLE 278 0 3188 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 749223 3330 SH SOLE 90 0 3240 DANAHER CORPORATION COM 235851102 390572 1564 SH SOLE 80 0 1484 QUALCOMM INC COM 747525103 3671898 21689 SH SOLE 3566 0 18123 SPDR S&P 500 ETF TR TR UNIT 78462F103 7608566 14546 SH SOLE 2270 0 12276 WELLS FARGO CO NEW COM 949746101 422528 7290 SH SOLE 0 0 7290 NVENT ELECTRIC PLC SHS G6700G107 233589 3098 SH SOLE 150 0 2948 ISHARES TR RUS 1000 ETF 464287622 2541063 8822 SH SOLE 458 0 8364 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 624415 6062 SH SOLE 0 0 6062 REGENERON PHARMACEUTICALS COM 75886F107 2073235 2154 SH SOLE 65 0 2089 ISHARES TR S&P 500 GRWT ETF 464287309 971567 11506 SH SOLE 3960 0 7546 FIRST TR MORNINGSTAR DIVID L SHS 336917109 672552 17478 SH SOLE 156 0 17322 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 539145 9462 SH SOLE 0 0 9462 MARVELL TECHNOLOGY INC COM 573874104 823413 11617 SH SOLE 0 0 11617 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 253023 14609 SH SOLE 0 0 14609 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 8666494 21788 SH SOLE 1186 0 20602 KOPIN CORP COM 500600101 19800 11000 SH SOLE 0 0 11000 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 9563603 158285 SH SOLE 4942 0 153344 ISHARES TR IBONDS DEC24 ETF 46434VBG4 19498360 778378 SH SOLE 23362 0 755015 TARGET CORP COM 87612E106 833702 4705 SH SOLE 395 0 4310 UNION PAC CORP COM 907818108 1042253 4238 SH SOLE 1239 0 2999 MAGNA INTL INC COM 559222401 1415990 25991 SH SOLE 1207 0 24784 VANGUARD WORLD FD CONSUM STP ETF 92204A207 380743 1865 SH SOLE 0 0 1865 REALTY INCOME CORP COM 756109104 203344 3759 SH SOLE 133 0 3626 AT&T INC COM 00206R102 437882 24880 SH SOLE 377 0 24503 ISHARES TR CORE MSCI EAFE 46432F842 1651057 22245 SH SOLE 527 0 21718 APTARGROUP INC COM 038336103 259434 1803 SH SOLE 1803 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 7250121 248462 SH SOLE 243299 0 5163 FEDEX CORP COM 31428X106 352752 1217 SH SOLE 73 0 1144 AMERICAN ELEC PWR CO INC COM 025537101 1746495 20284 SH SOLE 853 0 19431 REPUBLIC SVCS INC COM 760759100 366608 1915 SH SOLE 66 0 1849 ISHARES TR IBONDS DEC 2031 46436E486 8945873 436597 SH SOLE 21782 0 414815 ISHARES TR CORE S&P MCP ETF 464287507 258449 4255 SH SOLE 3540 0 715 FIDELITY NATL INFORMATION SV COM 31620M106 204069 2751 SH SOLE 526 0 2225 BLACKSTONE INC COM 09260D107 900541 6855 SH SOLE 0 0 6855 ISHARES TR MSCI EAFE ETF 464287465 445178 5574 SH SOLE 0 0 5574 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 3604958 13326 SH SOLE 487 0 12839 NOVARTIS AG SPONSORED ADR 66987V109 354129 3661 SH SOLE 0 0 3661 APPLE INC COM 037833100 40593427 236724 SH SOLE 6542 0 230182 ANSYS INC COM 03662Q105 201006 579 SH SOLE 0 0 579 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 14274246 29695 SH SOLE 1288 0 28407 CAPITAL ONE FINL CORP COM 14040H105 274725 1845 SH SOLE 1045 0 800 SPROTT PHYSICAL GOLD TR UNIT 85207H104 276089 15959 SH SOLE 13534 0 2425 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 1497461 17350 SH SOLE 783 0 16567 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2158181 13842 SH SOLE 567 0 13275 LOWES COS INC COM 548661107 1590473 6244 SH SOLE 348 0 5896 TRUIST FINL CORP COM 89832Q109 966160 24786 SH SOLE 138 0 24648 AMERICAN WTR WKS CO INC NEW COM 030420103 225966 1849 SH SOLE 164 0 1685 CATERPILLAR INC COM 149123101 3472850 9478 SH SOLE 1741 0 7737 GLOBAL PMTS INC COM 37940X102 1473334 11023 SH SOLE 35 0 10988 ISHARES TR U.S. MED DVC ETF 464288810 324974 5547 SH SOLE 0 0 5547 INTERNATIONAL BUSINESS MACHS COM 459200101 5020408 26290 SH SOLE 1349 0 24941