$319 Million is the total value of Sound View Wealth Advisors, LLC's 248 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| OXM | Exit | OXFORD INDS INCput | $0 | – | -4,000 | -100.0% | -0.01% | – |
| VOD | Exit | VODAFONE GROUP PLC NEWsponsored adr | $0 | – | -10,276 | -100.0% | -0.07% | – |
| MPC | Exit | MARATHON PETE CORP | $0 | – | -3,425 | -100.0% | -0.07% | – |
| FOXA | Exit | TWENTY FIRST CENTY FOX INCcl a | $0 | – | -5,245 | -100.0% | -0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-09
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.