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| Name: |
Sound View Wealth Advisors Group LLC |
| City: |
SAVANNAH |
| State: |
GA |
| Zip: |
31411 |
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data |
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| Holdings
Found :
29 |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BRK.A |
Berkshire Hathaway Inc |
141 |
- |
$621,000.00 |
$1,269,000 |
2 |
0.14% |
184,000 |
0 |
0 |
Property & Casualty I... |
|
|
IVW |
ishares tr S&P 500 BARRA GR |
160 |
- |
$84.75 |
$972,000 |
11,506 |
0.1% |
108,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
|
IWS |
iShares Tr Rssll Midcap Valu |
172 |
- |
$123.30 |
$900,000 |
7,181 |
0.1% |
65,000 |
0 |
0.006 |
Closed - End Fund - E... |
|
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PRK |
Park National Corp |
192 |
- |
$138.09 |
$733,000 |
5,393 |
0.08% |
16,000 |
0 |
0.034 |
Domestic Regional Banks |
|
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DFUV |
DFA Dimensional Us Marketwi... |
199 |
- |
$40.00 |
$702,000 |
17,170 |
0.07% |
63,000 |
0 |
0.003 |
N/A |
|
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IBTF |
Ishares Ibonds Dec 2025 Ter... |
211 |
- |
$0.00 |
$644,000 |
27,702 |
0.07% |
-1,000 |
0 |
0.031 |
N/A |
|
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FSS |
Federal Signal Corp |
215 |
- |
$80.84 |
$606,000 |
7,140 |
0.06% |
58,000 |
0 |
0.012 |
Trucks & Other Vehicles |
|
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DFUS |
Dimensional U S Equity Etf |
226 |
- |
$56.72 |
$539,000 |
9,462 |
0.06% |
49,000 |
0 |
0.001 |
N/A |
|
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AZO |
Autozone Inc |
243 |
- |
$2,937.92 |
$466,000 |
148 |
0.05% |
83,000 |
0 |
0.001 |
Auto Parts Stores |
|
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WY |
Weyerhaeuser Co |
245 |
- |
$31.21 |
$457,000 |
12,723 |
0.05% |
15,000 |
0 |
0.002 |
Lumber,Wood Production |
|
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USLM |
United States Lime & Minera... |
246 |
- |
$368.78 |
$455,000 |
1,525 |
0.05% |
104,000 |
0 |
0.027 |
General Building Mate... |
|
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VCLT |
Vanguard Long-Term Corpora |
257 |
- |
$75.45 |
$406,000 |
5,195 |
0.04% |
-10,000 |
0 |
0.008 |
Closed - End Fund - Debt |
|
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SLF |
Sun Life Financial Inc (USA) |
270 |
- |
$50.67 |
$381,000 |
6,982 |
0.04% |
19,000 |
0 |
0 |
Life & Health Insurance |
|
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NVS |
Novartis AG (ADR) |
275 |
- |
$102.26 |
$354,000 |
3,661 |
0.04% |
-16,000 |
0 |
0 |
Drug Manufacturers - ... |
|
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IXN |
iShares Tr S&P Glbl Info Tch |
284 |
- |
$74.14 |
$337,000 |
4,500 |
0.04% |
30,000 |
0 |
0.005 |
Closed - End Fund - E... |
|
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VXUS |
Vanguard Total Internationa... |
290 |
- |
$61.15 |
$329,000 |
5,459 |
0.04% |
13,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
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XLF |
SPDR Financial Sector |
294 |
- |
$41.66 |
$324,000 |
7,689 |
0.03% |
35,000 |
0 |
0 |
Closed - End Fund - E... |
|
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VBK |
Vanguard Small Cap Gr VIPERS |
299 |
- |
$251.78 |
$311,000 |
1,193 |
0.03% |
23,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
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GVI |
iShares Barclays Interm Gov... |
305 |
- |
$0.00 |
$294,000 |
2,823 |
0.03% |
-2,000 |
0 |
0.003 |
Closed - End Fund - E... |
|
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PWV |
Invesco Dynamic Large Cap V... |
310 |
- |
$55.78 |
$280,000 |
4,938 |
0.03% |
29,000 |
0 |
0.027 |
Closed - End Fund - Debt |
|
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PHYS |
Sprott Physical Goldtr Units |
314 |
- |
$18.13 |
$276,000 |
15,959 |
0.03% |
22,000 |
0 |
0.007 |
Closed - End Fund - Debt |
|
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ATR |
AptarGroup Inc |
322 |
- |
$147.87 |
$259,000 |
1,803 |
0.03% |
36,000 |
0 |
0 |
Rubber & Plastics |
|
|
MLPA |
Global X Mlp |
326 |
- |
$46.85 |
$251,000 |
5,200 |
0.03% |
21,000 |
0 |
0.02 |
N/A |
|
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VTWO |
Vanguard Russell 2000 Etf |
328 |
- |
$82.76 |
$248,000 |
2,915 |
0.03% |
12,000 |
0 |
0.004 |
N/A |
|
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WELL |
Welltower Inc |
343 |
- |
$99.48 |
$222,000 |
2,376 |
0.02% |
8,000 |
0 |
0 |
REIT - Healthcare Fac... |
|
|
TRI |
Thomson Reuters Corp |
345 |
- |
$167.49 |
$219,000 |
1,407 |
0.02% |
13,000 |
0 |
0 |
Business Services |
|
|
BTZ |
Blackrock Preferred & Equit... |
365 |
- |
$10.43 |
$161,000 |
15,100 |
0.02% |
5,000 |
0 |
0.014 |
Asset Management |
|
|
FSP |
Franklin Street Properties ... |
366 |
- |
$1.93 |
$102,000 |
44,726 |
0.01% |
-12,000 |
0 |
0.042 |
REIT - Diversified |
|
|
BFLY |
Butterfly Network Ord Shs C... |
368 |
- |
$0.96 |
$14,000 |
12,500 |
0% |
0 |
0 |
0.007 |
N/A |
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