$276 Million is the total value of Sound View Wealth Advisors, LLC's 230 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JNJ | New | JOHNSON & JOHNSON | $9,926,000 | – | 76,915 | +100.0% | 3.60% | – |
| KO | New | COCA COLA CO | $8,158,000 | – | 172,284 | +100.0% | 2.96% | – |
| PG | New | PROCTER AND GAMBLE CO | $8,121,000 | – | 88,349 | +100.0% | 2.94% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $7,475,000 | – | 132,955 | +100.0% | 2.71% | – |
| AAPL | New | APPLE INC | $5,818,000 | – | 36,886 | +100.0% | 2.11% | – |
| PFE | New | PFIZER INC | $5,476,000 | – | 125,461 | +100.0% | 1.98% | – |
| MCD | New | MCDONALDS CORP | $5,256,000 | – | 29,598 | +100.0% | 1.90% | – |
| INTC | New | INTEL CORP | $5,010,000 | – | 106,763 | +100.0% | 1.82% | – |
| HD | New | HOME DEPOT INC | $4,905,000 | – | 28,548 | +100.0% | 1.78% | – |
| MSFT | New | MICROSOFT CORP | $4,898,000 | – | 48,225 | +100.0% | 1.78% | – |
| JPM | New | JPMORGAN CHASE & CO | $4,774,000 | – | 48,909 | +100.0% | 1.73% | – |
| XOM | New | EXXON MOBIL CORP | $4,573,000 | – | 67,062 | +100.0% | 1.66% | – |
| DVY | New | ISHARES TRselect divid etf | $4,551,000 | – | 50,958 | +100.0% | 1.65% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $4,208,000 | – | 20,609 | +100.0% | 1.52% | – |
| KMB | New | KIMBERLY CLARK CORP | $4,119,000 | – | 36,151 | +100.0% | 1.49% | – |
| SO | New | SOUTHERN CO | $3,664,000 | – | 83,432 | +100.0% | 1.33% | – |
| MRK | New | MERCK & CO INC | $3,654,000 | – | 47,818 | +100.0% | 1.32% | – |
| AMGN | New | AMGEN INC | $3,454,000 | – | 17,742 | +100.0% | 1.25% | – |
| PEP | New | PEPSICO INC | $3,308,000 | – | 29,944 | +100.0% | 1.20% | – |
| GD | New | GENERAL DYNAMICS CORP | $3,262,000 | – | 20,748 | +100.0% | 1.18% | – |
| MO | New | ALTRIA GROUP INC | $3,214,000 | – | 65,075 | +100.0% | 1.16% | – |
| T | New | AT&T INC | $3,151,000 | – | 110,419 | +100.0% | 1.14% | – |
| CVX | New | CHEVRON CORP NEW | $3,111,000 | – | 28,593 | +100.0% | 1.13% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $2,962,000 | – | 2,860 | +100.0% | 1.07% | – |
| PM | New | PHILIP MORRIS INTL INC | $2,961,000 | – | 44,359 | +100.0% | 1.07% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $2,921,000 | – | 25,700 | +100.0% | 1.06% | – |
| EMR | New | EMERSON ELEC CO | $2,798,000 | – | 46,830 | +100.0% | 1.01% | – |
| LLY | New | LILLY ELI & CO | $2,773,000 | – | 23,965 | +100.0% | 1.00% | – |
| AMZN | New | AMAZON COM INC | $2,755,000 | – | 1,834 | +100.0% | 1.00% | – |
| DEO | New | DIAGEO P L Cspon adr new | $2,641,000 | – | 18,626 | +100.0% | 0.96% | – |
| PFF | New | ISHARES TRs&p us pfd stk | $2,487,000 | – | 72,654 | +100.0% | 0.90% | – |
| DIA | New | SPDR DOW JONES INDL AVRG ETFut ser 1 | $2,409,000 | – | 10,331 | +100.0% | 0.87% | – |
| MMM | New | 3M CO | $2,338,000 | – | 12,270 | +100.0% | 0.85% | – |
| RDIV | New | OPPENHEIMER ETF TRs&p ultra divide | $2,248,000 | – | 67,143 | +100.0% | 0.82% | – |
| ABBV | New | ABBVIE INC | $2,189,000 | – | 23,743 | +100.0% | 0.79% | – |
| BA | New | BOEING CO | $2,185,000 | – | 6,776 | +100.0% | 0.79% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $2,111,000 | – | 21,552 | +100.0% | 0.76% | – |
| AEP | New | AMERICAN ELEC PWR INC | $2,080,000 | – | 27,833 | +100.0% | 0.75% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $1,992,000 | – | 15,214 | +100.0% | 0.72% | – |
| WMT | New | WALMART INC | $1,984,000 | – | 21,295 | +100.0% | 0.72% | – |
| CSCO | New | CISCO SYS INC | $1,970,000 | – | 45,476 | +100.0% | 0.71% | – |
| HON | New | HONEYWELL INTL INC | $1,907,000 | – | 14,431 | +100.0% | 0.69% | – |
| CME | New | CME GROUP INC | $1,899,000 | – | 10,094 | +100.0% | 0.69% | – |
| AFL | New | AFLAC INC | $1,843,000 | – | 40,454 | +100.0% | 0.67% | – |
| NSC | New | NORFOLK SOUTHERN CORP | $1,794,000 | – | 11,998 | +100.0% | 0.65% | – |
| LOW | New | LOWES COS INC | $1,770,000 | – | 19,168 | +100.0% | 0.64% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $1,763,000 | – | 15,880 | +100.0% | 0.64% | – |
| UTX | New | UNITED TECHNOLOGIES CORP | $1,759,000 | – | 16,517 | +100.0% | 0.64% | – |
| AZN | New | ASTRAZENECA PLCsponsored adr | $1,734,000 | – | 45,660 | +100.0% | 0.63% | – |
| DNP | New | DNP SELECT INCOME FD | $1,700,000 | – | 163,498 | +100.0% | 0.62% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $1,620,000 | – | 9,709 | +100.0% | 0.59% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $1,583,000 | – | 12,077 | +100.0% | 0.57% | – |
| NEE | New | NEXTERA ENERGY INC | $1,555,000 | – | 8,944 | +100.0% | 0.56% | – |
| DIS | New | DISNEY WALT CO | $1,537,000 | – | 14,017 | +100.0% | 0.56% | – |
| GIS | New | GENERAL MLS INC | $1,534,000 | – | 39,393 | +100.0% | 0.56% | – |
| RDSB | New | ROYAL DUTCH SHELL PLCspon adr b | $1,475,000 | – | 24,608 | +100.0% | 0.54% | – |
| DUK | New | DUKE ENERGY CORP NEW | $1,421,000 | – | 16,468 | +100.0% | 0.52% | – |
| ABT | New | ABBOTT LABS | $1,385,000 | – | 19,142 | +100.0% | 0.50% | – |
| SPHQ | New | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $1,368,000 | – | 49,184 | +100.0% | 0.50% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $1,364,000 | – | 10,151 | +100.0% | 0.49% | – |
| VIG | New | VANGUARD GROUPdiv app etf | $1,339,000 | – | 13,671 | +100.0% | 0.48% | – |
| BMY | New | BRISTOL MYERS SQUIBB CO | $1,318,000 | – | 25,351 | +100.0% | 0.48% | – |
| KHC | New | KRAFT HEINZ CO | $1,308,000 | – | 30,380 | +100.0% | 0.47% | – |
| ITW | New | ILLINOIS TOOL WKS INC | $1,243,000 | – | 9,808 | +100.0% | 0.45% | – |
| CDC | New | VICTORY PORTFOLIOS II | $1,207,000 | – | 28,529 | +100.0% | 0.44% | – |
| LMT | New | LOCKHEED MARTIN CORP | $1,199,000 | – | 4,580 | +100.0% | 0.44% | – |
| LVHD | New | LEGG MASON ETF INVESTMENT TRlow divi etf | $1,192,000 | – | 41,561 | +100.0% | 0.43% | – |
| TSS | New | TOTAL SYS SVCS INC | $1,188,000 | – | 14,614 | +100.0% | 0.43% | – |
| IWB | New | ISHARES TRrus 1000 etf | $1,182,000 | – | 8,522 | +100.0% | 0.43% | – |
| EFA | New | ISHARES TRmsci eafe etf | $1,172,000 | – | 19,940 | +100.0% | 0.42% | – |
| DWDP | New | DOWDUPONT INC | $1,118,000 | – | 20,904 | +100.0% | 0.40% | – |
| BAC | New | BANK AMER CORP | $1,114,000 | – | 45,206 | +100.0% | 0.40% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $1,069,000 | – | 31,402 | +100.0% | 0.39% | – |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $1,067,000 | – | 23,404 | +100.0% | 0.39% | – |
| TD | New | TORONTO DOMINION BK ONT | $1,047,000 | – | 21,054 | +100.0% | 0.38% | – |
| IBDO | New | ISHARES TRibonds dec23 etf | $1,021,000 | – | 42,224 | +100.0% | 0.37% | – |
| IBDM | New | ISHARES TRibonds dec21 etf | $1,015,000 | – | 41,656 | +100.0% | 0.37% | – |
| WRB | New | W R BERKLEY CORPORATION | $1,009,000 | – | 13,649 | +100.0% | 0.37% | – |
| IBDN | New | ISHARES TRibonds dec22 etf | $993,000 | – | 41,103 | +100.0% | 0.36% | – |
| WFC | New | WELLS FARGO CO NEW | $983,000 | – | 21,329 | +100.0% | 0.36% | – |
| GVI | New | ISHARES TRintrm gov cr etf | $982,000 | – | 9,077 | +100.0% | 0.36% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $969,000 | – | 4,331 | +100.0% | 0.35% | – |
| MUB | New | ISHARES TRnational mun etf | $966,000 | – | 8,862 | +100.0% | 0.35% | – |
| DLR | New | DIGITAL RLTY TR INC | $956,000 | – | 8,973 | +100.0% | 0.35% | – |
| UTG | New | REAVES UTIL INCOME FD | $956,000 | – | 32,472 | +100.0% | 0.35% | – |
| VOO | New | VANGUARD INDEX FDS | $945,000 | – | 4,113 | +100.0% | 0.34% | – |
| ORCL | New | ORACLE CORP | $914,000 | – | 20,235 | +100.0% | 0.33% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $842,000 | – | 3,379 | +100.0% | 0.30% | – |
| IBDL | New | ISHARES TRibonds dec20 etf | $838,000 | – | 33,529 | +100.0% | 0.30% | – |
| TXN | New | TEXAS INSTRS INC | $826,000 | – | 8,739 | +100.0% | 0.30% | – |
| PNC | New | PNC FINL SVCS GROUP INC | $825,000 | – | 7,058 | +100.0% | 0.30% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $815,000 | – | 21,391 | +100.0% | 0.30% | – |
| OXM | New | OXFORD INDS INC | $805,000 | – | 11,333 | +100.0% | 0.29% | – |
| FB | New | FACEBOOK INCcl a | $806,000 | – | 6,150 | +100.0% | 0.29% | – |
| MDT | New | MEDTRONIC PLC | $800,000 | – | 8,800 | +100.0% | 0.29% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $791,000 | – | 757 | +100.0% | 0.29% | – |
| V | New | VISA INC | $792,000 | – | 6,003 | +100.0% | 0.29% | – |
| PPL | New | PPL CORP | $786,000 | – | 27,762 | +100.0% | 0.28% | – |
| BDX | New | BECTON DICKINSON & CO | $780,000 | – | 3,463 | +100.0% | 0.28% | – |
| BAX | New | BAXTER INTL INC | $764,000 | – | 11,614 | +100.0% | 0.28% | – |
| REGN | New | REGENERON PHARMACEUTICALS | $763,000 | – | 2,042 | +100.0% | 0.28% | – |
| VTR | New | VENTAS INC | $751,000 | – | 12,814 | +100.0% | 0.27% | – |
| PAYX | New | PAYCHEX INC | $746,000 | – | 11,445 | +100.0% | 0.27% | – |
| NNBR | New | NN INC | $726,000 | – | 108,184 | +100.0% | 0.26% | – |
| PEG | New | PUBLIC SVC ENTERPRISE GROUP | $722,000 | – | 13,876 | +100.0% | 0.26% | – |
| BND | New | VANGUARD BD INDEX FD INCtotal bnd mrkt | $717,000 | – | 9,058 | +100.0% | 0.26% | – |
| WBA | New | WALGREENS BOOTS ALLIANCE INC | $702,000 | – | 10,270 | +100.0% | 0.25% | – |
| CCL | New | CARNIVAL CORPunit 99/99/9999 | $695,000 | – | 14,101 | +100.0% | 0.25% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $686,000 | – | 17,143 | +100.0% | 0.25% | – |
| IBDP | New | ISHARES TRibonds dec24 etf | $678,000 | – | 28,388 | +100.0% | 0.25% | – |
| CSB | New | VICTORY PORTFOLIOS II | $638,000 | – | 15,886 | +100.0% | 0.23% | – |
| NVS | New | NOVARTIS A Gsponsored adr | $610,000 | – | 7,111 | +100.0% | 0.22% | – |
| BTI | New | BRITISH AMERN TOB PLCsponsored adr | $602,000 | – | 18,887 | +100.0% | 0.22% | – |
| D | New | DOMINION ENERGY INC | $589,000 | – | 8,245 | +100.0% | 0.21% | – |
| BBT | New | BB&T CORP | $585,000 | – | 13,494 | +100.0% | 0.21% | – |
| CSX | New | CSX CORP | $570,000 | – | 9,178 | +100.0% | 0.21% | – |
| CAT | New | CATERPILLAR INC DEL | $567,000 | – | 4,464 | +100.0% | 0.21% | – |
| RTN | New | RAYTHEON CO | $566,000 | – | 3,688 | +100.0% | 0.20% | – |
| AXP | New | AMERICAN EXPRESS CO | $555,000 | – | 5,827 | +100.0% | 0.20% | – |
| MET | New | METLIFE INC | $553,000 | – | 13,478 | +100.0% | 0.20% | – |
| QCOM | New | QUALCOMM INC | $551,000 | – | 9,681 | +100.0% | 0.20% | – |
| EFX | New | EQUIFAX INC | $546,000 | – | 5,862 | +100.0% | 0.20% | – |
| USMV | New | ISHARES TRmin vol usa etf | $546,000 | – | 10,412 | +100.0% | 0.20% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $515,000 | – | 1,076 | +100.0% | 0.19% | – |
| APD | New | AIR PRODS & CHEMS INC | $512,000 | – | 3,197 | +100.0% | 0.19% | – |
| BIIB | New | BIOGEN INC | $511,000 | – | 1,698 | +100.0% | 0.18% | – |
| WM | New | WASTE MGMT INC DEL | $487,000 | – | 5,468 | +100.0% | 0.18% | – |
| NOC | New | NORTHROP GRUMMAN CORP | $488,000 | – | 1,992 | +100.0% | 0.18% | – |
| CCI | New | CROWN CASTLE INTL CORP NEW | $485,000 | – | 4,462 | +100.0% | 0.18% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $481,000 | – | 1,912 | +100.0% | 0.17% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $474,000 | – | 3,540 | +100.0% | 0.17% | – |
| VAR | New | VARIAN MED SYS INC | $470,000 | – | 4,146 | +100.0% | 0.17% | – |
| FPE | New | FIRST TR EXCHANGE-TRADED FDpfd secs inc etf | $464,000 | – | 25,877 | +100.0% | 0.17% | – |
| GLD | New | SPDR GOLD TRUST | $454,000 | – | 3,743 | +100.0% | 0.16% | – |
| ZBH | New | ZIMMER BIOMET HLDGS INC | $453,000 | – | 4,369 | +100.0% | 0.16% | – |
| TGT | New | TARGET CORP | $444,000 | – | 6,716 | +100.0% | 0.16% | – |
| AVGO | New | BROADCOM INC | $443,000 | – | 1,741 | +100.0% | 0.16% | – |
| SPG | New | SIMON PPTY GROUP INC NEW | $444,000 | – | 2,643 | +100.0% | 0.16% | – |
| HPT | New | HOSPITALITY PPTYS TR | $435,000 | – | 18,215 | +100.0% | 0.16% | – |
| SYY | New | SYSCO CORP | $415,000 | – | 6,623 | +100.0% | 0.15% | – |
| NFLX | New | NETFLIX INC | $414,000 | – | 1,545 | +100.0% | 0.15% | – |
| UNP | New | UNION PAC CORP | $400,000 | – | 2,892 | +100.0% | 0.14% | – |
| CL | New | COLGATE PALMOLIVE CO | $389,000 | – | 6,537 | +100.0% | 0.14% | – |
| COP | New | CONOCOPHILLIPS | $388,000 | – | 6,222 | +100.0% | 0.14% | – |
| IGSB | New | ISHARES TRsh tr crport etf | $385,000 | – | 7,454 | +100.0% | 0.14% | – |
| OXY | New | OCCIDENTAL PETE CORP DEL | $387,000 | – | 6,310 | +100.0% | 0.14% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $378,000 | – | 2,759 | +100.0% | 0.14% | – |
| UL | New | UNILEVER PLCspon adr new | $375,000 | – | 7,176 | +100.0% | 0.14% | – |
| HSY | New | HERSHEY CO | $375,000 | – | 3,498 | +100.0% | 0.14% | – |
| SNY | New | SANOFIsponsored adr | $372,000 | – | 8,577 | +100.0% | 0.14% | – |
| IEFA | New | ISHARES TRcore msci eafe | $369,000 | – | 6,704 | +100.0% | 0.13% | – |
| GE | New | GENERAL ELECTRIC CO | $360,000 | – | 47,612 | +100.0% | 0.13% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $352,000 | – | 3,606 | +100.0% | 0.13% | – |
| CELG | New | CELGENE CORP | $350,000 | – | 5,460 | +100.0% | 0.13% | – |
| GSK | New | GLAXOSMITHKLINE PLCsponsored adr | $350,000 | – | 9,172 | +100.0% | 0.13% | – |
| TRV | New | TRAVELERS COMPANIES INC | $349,000 | – | 2,912 | +100.0% | 0.13% | – |
| TTE | New | TOTAL S Asponsored adr | $341,000 | – | 6,534 | +100.0% | 0.12% | – |
| BLK | New | BLACKROCK INC | $337,000 | – | 857 | +100.0% | 0.12% | – |
| ENB | New | ENBRIDGE INC | $332,000 | – | 10,672 | +100.0% | 0.12% | – |
| LNC | New | LINCOLN NATL CORP IND | $328,000 | – | 6,389 | +100.0% | 0.12% | – |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $328,000 | – | 4,206 | +100.0% | 0.12% | – |
| IBB | New | ISHARES TRnasdaq biotech | $325,000 | – | 3,366 | +100.0% | 0.12% | – |
| PZA | New | INVESCO EXCHNG TRADED FD TRnatl amt muni | $326,000 | – | 13,045 | +100.0% | 0.12% | – |
| CEZ | New | VICTORY PORTFOLIOS II | $316,000 | – | 13,065 | +100.0% | 0.12% | – |
| FSP | New | FRANKLIN STREET PPTYS CORP | $315,000 | – | 50,514 | +100.0% | 0.11% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $311,000 | – | 2,433 | +100.0% | 0.11% | – |
| IVOO | New | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $311,000 | – | 2,777 | +100.0% | 0.11% | – |
| FHI | New | FEDERATED INVS INC PAcl b | $310,000 | – | 11,680 | +100.0% | 0.11% | – |
| WELL | New | WELLTOWER INC | $309,000 | – | 4,457 | +100.0% | 0.11% | – |
| NVDA | New | NVIDIA CORP | $305,000 | – | 2,284 | +100.0% | 0.11% | – |
| HUM | New | HUMANA INC | $303,000 | – | 1,058 | +100.0% | 0.11% | – |
| GPC | New | GENUINE PARTS CO | $298,000 | – | 3,107 | +100.0% | 0.11% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $295,000 | – | 2,137 | +100.0% | 0.11% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $290,000 | – | 1,160 | +100.0% | 0.10% | – |
| BP | New | BP PLCsponsored adr | $291,000 | – | 7,685 | +100.0% | 0.10% | – |
| KMI | New | KINDER MORGAN INC DEL | $288,000 | – | 18,705 | +100.0% | 0.10% | – |
| CI | New | CIGNA CORP NEW | $285,000 | – | 1,502 | +100.0% | 0.10% | – |
| NKE | New | NIKE INCcl b | $284,000 | – | 3,824 | +100.0% | 0.10% | – |
| MYI | New | BLACKROCK MUNIYIELD QLTY FD | $282,000 | – | 23,444 | +100.0% | 0.10% | – |
| ZTS | New | ZOETIS INCcl a | $281,000 | – | 3,282 | +100.0% | 0.10% | – |
| USB | New | US BANCORP DEL | $279,000 | – | 6,097 | +100.0% | 0.10% | – |
| IAU | New | ISHARES GOLD TRUSTishares | $279,000 | – | 22,675 | +100.0% | 0.10% | – |
| F | New | FORD MTR CO DEL | $277,000 | – | 36,171 | +100.0% | 0.10% | – |
| HSBC | New | HSBC HLDGS PLCspon adr new | $272,000 | – | 6,622 | +100.0% | 0.10% | – |
| PCN | New | PIMCO CORPORATE INCOME STRAT | $271,000 | – | 18,185 | +100.0% | 0.10% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $270,000 | – | 3,122 | +100.0% | 0.10% | – |
| BTZ | New | BLACKROCK CR ALLCTN INC TR | $268,000 | – | 23,929 | +100.0% | 0.10% | – |
| MTT | New | WESTERN ASSET MUN DEF OPP TR | $264,000 | – | 13,550 | +100.0% | 0.10% | – |
| C | New | CITIGROUP INC | $258,000 | – | 4,949 | +100.0% | 0.09% | – |
| BCE | New | BCE INC | $253,000 | – | 6,398 | +100.0% | 0.09% | – |
| VFC | New | V F CORP | $255,000 | – | 3,575 | +100.0% | 0.09% | – |
| CDW | New | CDW CORP | $252,000 | – | 3,113 | +100.0% | 0.09% | – |
| STZ | New | CONSTELLATION BRANDS INCcl a | $251,000 | – | 1,564 | +100.0% | 0.09% | – |
| FOXA | New | TWENTY FIRST CENTY FOX INCcl a | $252,000 | – | 5,245 | +100.0% | 0.09% | – |
| AON | New | AON PLC | $251,000 | – | 1,724 | +100.0% | 0.09% | – |
| ANTM | New | ANTHEM INC | $250,000 | – | 952 | +100.0% | 0.09% | – |
| VMC | New | VULCAN MATLS CO | $247,000 | – | 2,505 | +100.0% | 0.09% | – |
| PCAR | New | PACCAR INC | $243,000 | – | 4,260 | +100.0% | 0.09% | – |
| LRCX | New | LAM RESEARCH CORP | $243,000 | – | 1,781 | +100.0% | 0.09% | – |
| DE | New | DEERE & CO | $242,000 | – | 1,621 | +100.0% | 0.09% | – |
| SYK | New | STRYKER CORP | $243,000 | – | 1,552 | +100.0% | 0.09% | – |
| NKG | New | NUVEEN GEORGIA QLTY MUN INC | $244,000 | – | 22,306 | +100.0% | 0.09% | – |
| ADBE | New | ADOBE INC | $241,000 | – | 1,064 | +100.0% | 0.09% | – |
| WEC | New | WEC ENERGY GROUP INC | $239,000 | – | 3,455 | +100.0% | 0.09% | – |
| RDSA | New | ROYAL DUTCH SHELL PLCspons adr a | $237,000 | – | 4,064 | +100.0% | 0.09% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $232,000 | – | 1,504 | +100.0% | 0.08% | – |
| GM | New | GENERAL MTRS CO | $230,000 | – | 6,867 | +100.0% | 0.08% | – |
| FDX | New | FEDEX CORP | $228,000 | – | 1,412 | +100.0% | 0.08% | – |
| HAS | New | HASBRO INC | $230,000 | – | 2,834 | +100.0% | 0.08% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $227,000 | – | 3,960 | +100.0% | 0.08% | – |
| YUM | New | YUM BRANDS INC | $225,000 | – | 2,447 | +100.0% | 0.08% | – |
| CRM | New | SALESFORCE COM INC | $226,000 | – | 1,651 | +100.0% | 0.08% | – |
| VRP | New | INVESCO EXCHNG TRADED FD TRvar rate pfd | $220,000 | – | 9,625 | +100.0% | 0.08% | – |
| BFK | New | BLACKROCK MUN INCOME TRsh ben int | $219,000 | – | 18,000 | +100.0% | 0.08% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored adr | $218,000 | – | 5,898 | +100.0% | 0.08% | – |
| UN | New | UNILEVER N V | $218,000 | – | 4,050 | +100.0% | 0.08% | – |
| AWK | New | AMERICAN WTR WKS CO INC NEW | $216,000 | – | 2,380 | +100.0% | 0.08% | – |
| IBDQ | New | ISHARES TRibonds dec25 etf | $206,000 | – | 8,710 | +100.0% | 0.08% | – |
| JNK | New | SPDR SERIES TRUSTbloomberg brclys | $205,000 | – | 6,091 | +100.0% | 0.07% | – |
| PYPL | New | PAYPAL HLDGS INC | $202,000 | – | 2,397 | +100.0% | 0.07% | – |
| MPC | New | MARATHON PETE CORP | $202,000 | – | 3,425 | +100.0% | 0.07% | – |
| SNV | New | SYNOVUS FINL CORP | $201,000 | – | 6,272 | +100.0% | 0.07% | – |
| VOD | New | VODAFONE GROUP PLC NEWsponsored adr | $198,000 | – | 10,276 | +100.0% | 0.07% | – |
| HBAN | New | HUNTINGTON BANCSHARES INC | $186,000 | – | 15,572 | +100.0% | 0.07% | – |
| ET | New | ENERGY TRANSFER LP | $171,000 | – | 12,982 | +100.0% | 0.06% | – |
| NEA | New | NUVEEN AMT FREE QLTY MUN INC | $155,000 | – | 12,598 | +100.0% | 0.06% | – |
| AEG | New | AEGON N V | $68,000 | – | 14,585 | +100.0% | 0.02% | – |
| CXE | New | MFS HIGH INCOME MUN TRsh ben int | $69,000 | – | 15,000 | +100.0% | 0.02% | – |
| SIRI | New | SIRIUS XM HLDGS INC | $57,000 | – | 10,000 | +100.0% | 0.02% | – |
| OXM | New | OXFORD INDS INCput | $38,000 | – | 4,000 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| JOHNSON & JOHNSON | 2 | Q1 2019 | 3.6% |
| PROCTER AND GAMBLE CO | 2 | Q1 2019 | 2.9% |
| COCA COLA CO | 2 | Q1 2019 | 3.0% |
| VERIZON COMMUNICATIONS INC | 2 | Q1 2019 | 2.7% |
| APPLE INC | 2 | Q1 2019 | 2.2% |
| PFIZER INC | 2 | Q1 2019 | 2.0% |
| MCDONALDS CORP | 2 | Q1 2019 | 1.9% |
| INTEL CORP | 2 | Q1 2019 | 1.8% |
| MICROSOFT CORP | 2 | Q1 2019 | 1.8% |
| HOME DEPOT INC | 2 | Q1 2019 | 1.8% |
View Sound View Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2019-05-09 |
| 13F-HR | 2019-02-12 |
View Sound View Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.