| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2011 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 21 | Q2 2024 | 6.0% |
| MICROSOFT CORP | 21 | Q2 2024 | 3.8% |
| JOHNSON & JOHNSON | 21 | Q2 2024 | 3.1% |
| ISHARES TR | 21 | Q2 2024 | 2.8% |
| ISHARES TR | 21 | Q2 2024 | 2.6% |
| PROCTER & GAMBLE CO | 21 | Q2 2024 | 2.7% |
| VANGUARD SPECIALIZED FUNDS | 21 | Q2 2024 | 2.2% |
| SCHWAB STRATEGIC TR | 21 | Q2 2024 | 2.2% |
| HOME DEPOT INC | 21 | Q2 2024 | 2.1% |
| ISHARES TR | 21 | Q2 2024 | 2.9% |
View Sound View Wealth Advisors Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX/A | 2024-08-16 |
| N-PX | 2024-08-14 |
| 13F-HR | 2024-08-05 |
| 13F-HR | 2024-05-09 |
| 13F-HR/A | 2024-02-13 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-08 |
View Sound View Wealth Advisors Group, 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.