Sound View Wealth Advisors, LLC 13F Holdings · last filed Q1 2019
Sound View Wealth Advisors, LLC reported 248 securities worth $318.98M in its SEC 13F filing for Q1 2019 (period ended 2019-03-31). Top holdings: JNJ (3.38%), PG (2.79%), KO (2.54%). Among its top 25 positions this quarter: 14 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JNJ | JOHNSON & JOHNSON | $10.8M | 3.38% | 77,067 | Added |
| 2 | PG | PROCTER AND GAMBLE CO | $8.9M | 2.79% | 85,637 | Trimmed |
| 3 | KO | COCA COLA CO | $8.1M | 2.54% | 173,052 | Added |
| 4 | VZ | VERIZON COMMUNICATIONS INC | $8.0M | 2.50% | 134,650 | Added |
| 5 | AAPL | APPLE INC | $7.1M | 2.23% | 37,428 | Added |
| 6 | INTC | INTEL CORP | $5.7M | 1.79% | 106,572 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $5.6M | 1.74% | 47,140 | Trimmed |
| 8 | MCD | MCDONALDS CORP | $5.5M | 1.72% | 28,871 | Trimmed |
| 9 | HD | HOME DEPOT INC | $5.5M | 1.71% | 28,420 | Trimmed |
| 10 | PFE | PFIZER INC | $5.4M | 1.70% | 127,859 | Added |
| 11 | XOM | EXXON MOBIL CORP | $5.3M | 1.67% | 66,106 | Trimmed |
| 12 | DVY | ISHARES TR | $5.3M | 1.66% | 53,808 | Added |
| 13 | JPM | JPMORGAN CHASE & CO | $4.8M | 1.50% | 47,355 | Trimmed |
| 14 | KMB | KIMBERLY CLARK CORP | $4.5M | 1.42% | 36,515 | Added |
| 15 | SO | SOUTHERN CO | $4.3M | 1.35% | 83,423 | Trimmed |
| 16 | MRK | MERCK & CO INC | $4.1M | 1.29% | 49,447 | Added |
| 17 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.0M | 1.24% | 19,704 | Trimmed |
| 18 | PM | PHILIP MORRIS INTL INC | $3.9M | 1.22% | 43,899 | Trimmed |
| 19 | IBDO | ISHARES TR | $3.8M | 1.20% | 153,552 | Added |
| 20 | MO | ALTRIA GROUP INC | $3.8M | 1.18% | 65,436 | Added |
| 21 | T | AT&T INC | $3.7M | 1.16% | 117,920 | Added |
| 22 | PEP | PEPSICO INC | $3.7M | 1.15% | 29,931 | Trimmed |
| 23 | CVX | CHEVRON CORP NEW | $3.6M | 1.13% | 29,211 | Added |
| 24 | AMGN | AMGEN INC | $3.6M | 1.12% | 18,732 | Added |
| 25 | GD | GENERAL DYNAMICS CORP | $3.5M | 1.11% | 20,828 | Added |
Source: SEC Form 13F filings · as of 2019-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR