| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2022 | ||||||||
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.