Sound View Wealth Advisors

Latest statistics and disclosures from Sound View Wealth Advisors's latest quarterly 13F-HR filing:

Portfolio Holdings for Sound View Wealth Advisors

Companies in the Sound View Wealth Advisors portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Johnson & Johnson (JNJ) 2.94 64976 131.13
Apple (AAPL) 2.84 32369 -2% 254.29
Microsoft Corporation (MSFT) 2.70 49541 +9% 157.71
Ishares Tr ibnd dec23 etf 2.65 306816 25.00
Verizon Communications (VZ) 2.44 131486 +3% 53.73
Ishares Tr Ibonds December 2022 Corp Etf 2.09 244318 24.79
Procter & Gamble Company (PG) 2.09 54917 110.00
Ishares Tr ibnd dec21 etf 1.92 225913 24.65
Ishares Tr ibnd dec24 etf 1.83 214709 24.72
Home Depot (HD) 1.82 28288 186.72
Intel Corporation (INTC) 1.73 92686 54.12
Coca-Cola Company (KO) 1.68 110218 44.25
Vanguard Dividend Appreciation ETF (VIG) 1.52 42670 +17% 103.40
Southern Company (SO) 1.52 81306 +8% 54.14
Amgen (AMGN) 1.50 21473 +23% 202.72
Kimberly-Clark Corporation (KMB) 1.50 33985 127.88
McDonald's Corporation (MCD) 1.46 25542 165.34
Merck & Co (MRK) 1.45 54382 +4% 76.94
JPMorgan Chase & Co. (JPM) 1.42 45666 +4% 90.02
Amazon (AMZN) 1.35 2003 +8% 1949.58
iShares Dow Jones Select Dividend (DVY) 1.32 51976 -2% 73.53
Pfizer (PFE) 1.29 114310 -4% 32.64
Ishares Tr Dec 2020 1.22 140292 +3% 25.21
Abbvie 1.19 45243 +3% 76.19
Pepsi (PEP) 1.16 28047 +2% 120.08
iShares Russell 1000 Growth Index (IWF) 1.15 22075 +13% 150.67
Schwab Strategic Tr us lrg cap etf 1.14 54083 +14% 61.26
SPDR Dow Jones Industrial Average ETF (DIA) 1.10 14509 219.24
Eli Lilly & Co. (LLY) 1.10 22898 138.70
Vanguard Information Technology ETF (VGT) 1.05 14382 211.86
iShares S&P; US Pref Stock Idx Fnd (PFF) 1.03 93342 -22% 31.84
Alphabet Inc Class C cs 1.02 2541 1162.93
Berkshire Hathaway (BRK.B) 1.02 16101 -5% 182.85
DNP Select Income Fund (DNP) 1.01 297584 +16% 9.79
AT&T; (T) 0.96 95447 29.15
Rdiv etf 0.93 115792 -12% 23.19
Ishares Tr usa min vo 0.85 45666 +9% 54.00
Schwab Strategic Tr us dividend eq 0.84 54200 +24% 44.98
General Dynamics Corporation (GD) 0.83 18101 +3% 132.31
Chevron Corporation (CVX) 0.81 32459 -2% 72.46
Wal-Mart Stores (WMT) 0.81 20653 +4% 113.64
International Business Machines (IBM) 0.80 20880 110.92
Diageo (DEO) 0.77 17457 127.11
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 0.75 19312 +8% 112.99
Vanguard Value ETF (VTV) 0.68 22011 +5% 89.05
American Electric Power Company (AEP) 0.67 24246 -4% 79.97
General Mills (GIS) 0.67 36527 52.78
Ishares Tr ibnd dec25 etf 0.67 77182 -2% 24.97
Emerson Electric (EMR) 0.65 39672 -7% 47.64
Nextera Energy Inc C om 0.65 7820 240.66
Vanguard S&p 500 Etf idx fd 0.64 7800 -5% 236.79
Altria (MO) 0.63 47315 -3% 38.68
Philip Morris International (PM) 0.63 25055 -4% 72.96
* Proshares Tr S&p 500 Aristo Added 0.58 29060 +3% 57.67
Exxon Mobil Corporation (XOM) 0.57 43481 -23% 37.97
Digital Realty Trust (DLR) 0.56 11756 -2% 138.91
Walt Disney Company (DIS) 0.56 16794 +6% 96.58
Global Payments (GPN) 0.54 10844 -9% 144.23
Vanguard Health Care ETF (VHT) 0.54 9394 +7% 166.06
Abbott Laboratories (ABT) 0.49 18032 78.92
Honeywell International (HON) 0.49 10613 +4% 133.80
Cisco Systems (CSCO) 0.49 35871 +5% 39.31
Bristol Myers Squibb (BMY) 0.48 24824 -2% 55.75
Automatic Data Processing (ADP) 0.47 10023 -8% 136.69
Invesco Qqq Trust Series 1 0.47 7175 +4% 190.38
United Technologies Corporation (UTX) 0.46 14233 94.36
Duke Energy 0.46 16329 80.90
AFLAC Incorporated (AFL) 0.45 38158 -6% 34.25
3M Company (MMM) 0.44 9369 -9% 136.51
Illinois Tool Works (ITW) 0.41 8426 142.18
CME (CME) 0.41 6902 -4% 172.85
Alphabet Inc Class A cs 0.41 1013 +2% 1161.90
Vanguard Growth ETF (VUG) 0.41 7486 -7% 156.69
AstraZeneca (AZN) 0.39 25539 -6% 44.68
Visa (V) 0.38 6855 +2% 161.05
Goldman Sachs Etf Tr 0.38 20938 +3% 52.20
W.R. Berkley Corporation (WRB) 0.37 20480 52.15
Ishares Core Msci Eafe Etf core msci eafe 0.36 20773 -24% 49.87
Thermo Fisher Scientific (TMO) 0.36 3651 +8% 283.48
Regeneron Pharmaceuticals (REGN) 0.36 2109 -2% 488.38
Comcast Corporation (CMCSA) 0.35 29643 -3% 34.38
Facebook Inc cl a 0.32 5627 166.87
Vanguard Admiral Fds Inc cmn 0.32 9600 -2% 97.29
Texas Instruments Incorporated (TXN) 0.31 9113 99.97
Broadcom Ltd 0.31 3815 +42% 236.96
Kinder Morgan Inc. 0.31 63842 +4% 13.93
Reaves Utility Income Fund (UTG) 0.30 29975 28.76
Invesco Exchange W&p 500 Qualit equities 0.30 28745 -4% 29.92
Lockheed Martin Corporation (LMT) 0.30 2528 -5% 339.00
UnitedHealth (UNH) 0.29 3411 249.49
Baxter International (BAX) 0.29 10399 81.16
Medtronic 0.27 8586 +5% 90.15
Oracle Corporation (ORCL) 0.26 15769 48.32
iShares Brclys Intrdte Gov/Crt Bd Fd (GVI) 0.26 6601 114.68
Bank of America Corporation (BAC) 0.26 35669 -17% 21.22
QUALCOMM (QCOM) 0.26 11164 +8% 67.63
iShares Russell 1000 Value Index (IWD) 0.26 7562 -27% 99.18
Spdr Ser Tr fund 0.25 6616 +26% 111.55
Ishares Tr ibonds dec2026 0.25 29800 +5% 24.56
PNC Financial Services (PNC) 0.25 7491 +21% 95.71
Air Products & Chemicals (APD) 0.24 3502 +13% 199.60
American Express Company (AXP) 0.22 7506 +7% 85.66
Paychex (PAYX) 0.22 10185 62.94
Northrop Grumman Corporation (NOC) 0.22 2088 +9% 302.68
Vanguard FTSE All-World ex-US ETF (VEU) 0.21 14643 -6% 41.04
Equifax (EFX) 0.20 4937 119.51
Netflix (NFLX) 0.20 1548 -2% 375.32
Lowe's Companies (LOW) 0.20 6678 86.10
British American Tobac (BTI) 0.20 16777 -6% 34.21
PPL Corporation (PPL) 0.20 23024 +3% 24.67
Public Service Enterprise (PEG) 0.19 12496 -4% 44.89
Vanguard Emerging Markets ETF (VWO) 0.19 16237 -33% 33.57
Stryker Corporation (SYK) 0.19 3254 +45% 166.56
Waste Management (WM) 0.19 5809 -6% 92.61
Alibaba Group Holding Ltd Spon 0.19 2758 -7% 194.34
Norfolk Southern (NSC) 0.18 3616 146.02
Vanguard High Dividend Yield ETF (VYM) 0.18 7408 -2% 70.73
iShares Russell 1000 Index (IWB) 0.18 3684 141.42
Intuitive Surgical (ISRG) 0.18 1042 495.20
Walgreen Boots Alliance 0.17 11038 45.75
NVIDIA Corporation (NVDA) 0.17 1897 263.57
Vanguard Total Stock Market ETF (VTI) 0.16 3599 +100% 128.92
Hershey Company (HSY) 0.16 3505 132.38
CSX Corporation (CSX) 0.16 8019 57.24
Spdr Ser Tr sp500 high div 0.15 18189 24.58
iShares S&P; 500 Index (IVV) 0.15 1722 258.42
Varian Medical Systems (VAR) 0.15 4303 +3% 102.72
Aon 0.15 2660 +8% 165.04
Raytheon Company (RTN) 0.15 3336 -4% 131.29
Mondelez Int 0.15 8479 50.12
Park National Corporation (PRK) 0.14 5393 77.69
Novartis AG (NVS) 0.14 5084 -9% 82.42
Vanguard Total Bond Market ETF (BND) 0.14 4864 85.32
Simon Property (SPG) 0.14 7438 +12% 54.85
Ishares Tr ibonds etf 0.14 16157 24.51
Zimmer Holdings (ZMH) 0.14 3902 +31% 100.97
Target Corporation (TGT) 0.14 4238 -5% 92.97
Zoetis Inc Cl A 0.14 3329 -5% 117.75
Tor Dom Bk Cad Com 0.13 9179 -22% 42.38
Caterpillar (CAT) 0.13 3345 115.99
SPDR Gold Trust (GLD) 0.13 2617 147.88
Vanguard Consumer Staples ETF (VDC) 0.13 2789 +46% 137.68
Dominion Resources (D) 0.13 5228 +3% 72.11
Unilever (UL) 0.13 7365 +5% 50.51
Colgate-Palmolive Company (CL) 0.13 5602 -3% 66.40
iShares S&P; SmallCap 600 Index (IJR) 0.13 6471 +16% 56.10
Vanguard Utilities ETF (VPU) 0.12 2872 +39% 121.87
Becton, Dickinson and (BDX) 0.12 1490 229.53
Pza etf 0.12 13045 25.83
iShares Russell 2000 Index (IWM) 0.12 2935 -14% 114.48
Humana (HUM) 0.12 1062 -9% 313.56
Fidelity National Information Services (FIS) 0.11 2707 NEW 121.54
NIKE (NKE) 0.11 3941 +10% 82.72
Shopify Inc cl a 0.11 760 +27% 417.11
Royal Dutch Shell (RDS.B) 0.11 9653 -37% 32.63
Moody's Corporation (MCO) 0.11 1475 211.53
D First Tr Exchange-traded Fd 0.11 18972 -14% 16.39
American Tower Reit 0.11 1423 +6% 217.85
Lam Research Corporation (LRCX) 0.11 1273 +8% 240.38
Union Pacific Corporation (UNP) 0.10 2132 -9% 141.18
iShrs S&P; ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.10 2750 106.18
Adobe Systems Incorporated (ADBE) 0.10 915 318.03
Wells Fargo & Company (WFC) 0.10 10143 -16% 28.69
SPDR S&P; 500 ETF (SPY) 0.10 1126 -9% 257.55
Anthem 0.10 1274 +4% 226.84
Crown Castle Intl 0.10 1989 -13% 144.29
Sanofi-Aventis SA (SNY) 0.10 6552 +20% 43.65
American Water Works (AWK) 0.10 2370 119.41
iShares MSCI EAFE Index Fund (EFA) 0.10 5284 -10% 53.37
Blackrock Muniyield Insured Fund (MYI) 0.10 21988 -2% 12.78
Truist Financial Corp equities 0.10 9077 -14% 30.85
iShares Gold Trust (IAU) 0.10 18450 15.07
BlackRock (BLK) 0.10 624 -2% 440.71
BlackRock Credit All Inc Trust IV (BTZ) 0.09 23400 -6% 11.67
Vanguard Short Term Corporate Bond ETF (VCSH) 0.09 3422 79.19
Franklin Street Properties (FSP) 0.09 45916 5.73
salesforce (CRM) 0.09 1795 143.73
Intuit (INTU) 0.09 1110 +25% 229.73
Invesco Variable Rate Preferred Etf etf 0.09 11725 -3% 21.49
iShares NASDAQ Biotechnology Index (IBB) 0.09 2315 107.56
Vanguard REIT ETF (VNQ) 0.09 3550 +7% 69.86
Nuveen Ga Div Adv Mun Fd 2 0.08 20580 11.86
Western Asset Municipal D Opp Trust (MTT) 0.08 12950 18.84
PIMCO Corporate Income Fund (PCN) 0.08 18185 13.36
Costco Wholesale Corporation (COST) 0.08 848 +6% 285.38
MetLife (MET) 0.08 7797 -17% 30.52
GlaxoSmithKline (GSK) 0.08 6289 -8% 37.84
MasterCard Incorporated (MA) 0.08 985 +13% 241.62
Vanguard Mid-Cap ETF (VO) 0.08 1804 131.93
Royal Dutch Shell (RDS.A) 0.08 6822 -3% 34.89
SYSCO Corporation (SYY) 0.08 5104 -4% 45.65
Unilever N.V. (UN) 0.08 4775 NEW 48.80
Wec Energy Group Inc Com stock 0.08 2594 88.28
Cigna Corp New 0.08 1285 -3% 177.43
Federated Investors (FII) 0.08 11642 19.07
Health Care SPDR (XLV) 0.08 2502 88.73
Enbridge Inc 0.08 7496 -3% 29.08
Federal Signal Corporation (FSS) 0.08 8000 27.25
Constellation Brands (STZ) 0.07 1511 +3% 143.61
Vertex Pharmaceuticals Incorporated (VRTX) 0.07 907 NEW 238.15
Clorox Company (CLX) 0.07 1228 NEW 173.45
Legg Mason Etf Equity Tr low divi etf 0.07 8234 -21% 25.75
V.F. Corporation (VFC) 0.07 3857 54.19
Vulcan Materials Company (VMC) 0.07 1905 108.14
Hasbro (HAS) 0.07 2866 71.53
Blackrock Municipal Income Trust (BFK) 0.07 15000 12.93
NN (NNBR) 0.06 98184 1.73
Nuveen Insured Tax-Free Adv Munici Fd (NEA) 0.06 12335 13.54
General Electric Company (GE) 0.06 20259 7.95
Service Pptys Tr 0.03 16250 5.42
Ford Motor Company (F) 0.03 17246 -25% 4.81
MFS High Income Municipal Trust (CXE) 0.02 15000 4.67
Energy Transfer Equity (ETE) 0.02 11413 -18% 4.64

Past Filings by Sound View Wealth Advisors

View past SEC 13F filings by Sound View Wealth Advisors

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