Sound View Wealth Advisors

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

Companies in the Sound View Wealth Advisors portfolio as of September 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Johnson & Johnson (JNJ) 2.77 71901 -3% 129.39
Procter & Gamble Company (PG) 2.60 70070 -15% 124.38
Verizon Communications (VZ) 2.35 130514 60.36
Apple (AAPL) 2.32 34808 -6% 223.97
Home Depot (HD) 1.95 28241 232.00
Ishares Tr ibnd dec23 etf 1.93 253203 +8% 25.60
Microsoft Corporation (MSFT) 1.92 46249 -3% 139.03
Coca-Cola Company (KO) 1.87 115531 -32% 54.44
iShares Dow Jones Select Dividend (DVY) 1.76 57927 101.96
McDonald's Corporation (MCD) 1.71 26696 -3% 214.71
JPMorgan Chase & Co. (JPM) 1.59 45296 -3% 117.69
Intel Corporation (INTC) 1.52 98678 -5% 51.53
Kimberly-Clark Corporation (KMB) 1.48 34902 -2% 142.05
Southern Company (SO) 1.47 79729 -4% 61.77
Ishares Tr Ibonds December 2022 Corp Etf 1.43 189406 +15% 25.32
Ishares Tr ibnd dec21 etf 1.32 177136 +12% 25.00
Rdiv etf 1.32 117499 +26% 37.69
Pfizer (PFE) 1.31 122100 -5% 35.93
Merck & Co (MRK) 1.31 52365 84.18
Ishares Tr ibnd dec24 etf 1.26 164944 +12% 25.69
Exxon Mobil Corporation (XOM) 1.22 58196 -8% 70.61
Pepsi (PEP) 1.20 29250 137.09
AT&T; (T) 1.17 103709 -3% 37.84
SPDR Dow Jones Industrial Average ETF (DIA) 1.15 14338 +5% 269.21
Berkshire Hathaway (BRK.B) 1.12 18023 -3% 208.01
iShares S&P; US Pref Stock Idx Fnd (PFF) 1.10 98563 +7% 37.53
Amgen (AMGN) 1.07 18601 193.48
Vanguard Dividend Appreciation ETF (VIG) 1.07 30049 +21% 119.57
Chevron Corporation (CVX) 1.05 29777 118.62
General Dynamics Corporation (GD) 1.00 18405 -6% 182.72
Amazon (AMZN) 1.00 1942 -4% 1735.84
Abbvie 0.99 43682 +40% 75.73
Alphabet Inc Class C cs 0.98 2708 -3% 1218.98
DNP Select Income Fund (DNP) 0.96 250889 +15% 12.86
International Business Machines (IBM) 0.95 21968 -3% 145.44
iShares Russell 1000 Growth Index (IWF) 0.89 18801 -3% 159.62
Emerson Electric (EMR) 0.87 43529 66.85
Diageo (DEO) 0.85 17513 -6% 163.54
Vanguard Information Technology ETF (VGT) 0.83 12934 +7% 215.56
Eli Lilly & Co. (LLY) 0.77 22975 -3% 111.82
Schwab Strategic Tr us lrg cap etf 0.77 36536 +49% 70.92
Ishares Tr Dec 2020 0.76 101068 +8% 25.37
Wal-Mart Stores (WMT) 0.75 21225 118.68
American Electric Power Company (AEP) 0.72 25706 93.67
Vanguard Value ETF (VTV) 0.71 21442 -14% 111.60
AFLAC Incorporated (AFL) 0.65 41408 52.31
Lowe's Companies (LOW) 0.63 19180 109.96
Schwab Strategic Tr us dividend eq 0.63 38604 +6% 54.79
Altria (MO) 0.62 50972 -23% 40.90
Walt Disney Company (DIS) 0.61 15594 130.31
Norfolk Southern (NSC) 0.61 11320 179.68
General Mills (GIS) 0.61 37338 -4% 55.12
Philip Morris International (PM) 0.60 26551 -37% 75.93
United Technologies Corporation (UTX) 0.60 14846 -5% 136.54
Ishares Tr usa min vo 0.59 30807 +82% 64.11
Boeing Company (BA) 0.58 5154 -9% 380.48
Cisco Systems (CSCO) 0.57 38507 -4% 49.42
Honeywell International (HON) 0.57 11236 -8% 169.19
Global Payments (GPN) 0.56 11920 NEW 158.98
Nextera Energy Inc C om 0.56 8017 -4% 233.00
3M Company (MMM) 0.55 11308 164.40
Automatic Data Processing (ADP) 0.51 10695 161.38
Vanguard S&p 500 Etf idx fd 0.50 6120 +8% 272.55
Invesco Exchange W&p 500 Qualit equities 0.50 49920 -10% 33.53
CME (CME) 0.49 7756 -4% 211.32
Duke Energy 0.48 16923 -2% 95.85
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 0.47 13862 +7% 114.12
Abbott Laboratories (ABT) 0.45 17967 -4% 83.65
Ishares Core Msci Eafe Etf core msci eafe 0.45 24482 61.07
Ishares Tr ibnd dec25 etf 0.45 57699 +27% 25.88
W.R. Berkley Corporation (WRB) 0.44 20474 72.24
Vanguard Growth ETF (VUG) 0.44 8912 -12% 166.29
Comcast Corporation (CMCSA) 0.43 31875 45.08
AstraZeneca (AZN) 0.43 32391 -6% 44.58
Illinois Tool Works (ITW) 0.41 8694 -6% 156.54
* Proshares Tr S&p 500 Aristo Added 0.41 19102 +60% 71.56
iShares Russell 1000 Value Index (IWD) 0.40 10492 -6% 128.29
Digital Realty Trust (DLR) 0.39 10096 129.85
Texas Instruments Incorporated (TXN) 0.37 9675 129.20
Bank of America Corporation (BAC) 0.35 40118 -5% 29.16
Bristol Myers Squibb (BMY) 0.35 23061 -9% 50.69
Lockheed Martin Corporation (LMT) 0.35 3013 -8% 389.98
Reaves Utility Income Fund (UTG) 0.35 31572 36.71
Alphabet Inc Class A cs 0.35 948 1221.52
Thermo Fisher Scientific (TMO) 0.34 3950 291.39
Visa (V) 0.34 6564 +2% 172.00
Legg Mason Etf Equity Tr low divi etf 0.34 34223 -21% 33.60
Goldman Sachs Etf Tr 0.33 18593 -2% 59.92
Royal Dutch Shell (RDS.B) 0.31 17526 -12% 59.91
Oracle Corporation (ORCL) 0.31 19053 -4% 55.00
Invesco Qqq Trust Series 1 0.31 5526 +24% 188.74
Facebook Inc cl a 0.29 5472 178.00
Baxter International (BAX) 0.28 10712 -4% 87.47
Vanguard Emerging Markets ETF (VWO) 0.28 23263 -2% 40.28
Medtronic 0.28 8504 108.65
Paychex (PAYX) 0.27 10999 -2% 82.73
Kinder Morgan Inc. 0.27 43790 +10% 20.62
PNC Financial Services (PNC) 0.26 6245 -13% 140.11
Simon Property (SPG) 0.26 5654 +58% 155.64
Vanguard FTSE All-World ex-US ETF (VEU) 0.24 15896 -11% 49.89
American Express Company (AXP) 0.23 6550 +10% 118.32
QUALCOMM (QCOM) 0.23 10085 -2% 76.25
Tor Dom Bk Cad Com 0.23 12955 -10% 58.28
Vanguard Health Care ETF (VHT) 0.23 4629 +186% 167.64
Vanguard Admiral Fds Inc cmn 0.23 5830 +49% 130.53
Broadcom Ltd 0.23 2766 276.21
UnitedHealth (UNH) 0.22 3413 -4% 217.40
PPL Corporation (PPL) 0.22 23798 -4% 31.47
Public Service Enterprise (PEG) 0.22 11813 -16% 62.05
Ventas (VTR) 0.22 9985 -5% 73.01
British American Tobac (BTI) 0.22 19587 -7% 36.91
iShares Brclys Intrdte Gov/Crt Bd Fd (GVI) 0.22 6596 -5% 113.25
Equifax (EFX) 0.21 5009 -3% 140.75
Air Products & Chemicals (APD) 0.21 3179 221.77
NN (NNBR) 0.21 98184 7.13
Waste Management (WM) 0.20 5873 114.93
Northrop Grumman Corporation (NOC) 0.20 1816 375.00
Raytheon Company (RTN) 0.20 3366 +2% 196.08
iShares Russell 1000 Index (IWB) 0.20 4124 -3% 164.65
Spdr Ser Tr fund 0.20 5171 129.76
Wells Fargo & Company (WFC) 0.19 12595 -9% 50.42
Victory Cemp Us Eq Income etf 0.19 13937 -53% 46.49
CSX Corporation (CSX) 0.18 8827 +2% 69.22
Regeneron Pharmaceuticals (REGN) 0.18 2194 277.58
Dominion Resources (D) 0.18 7262 -11% 81.11
iShares S&P; 500 Index (IVV) 0.17 1915 298.69
Zimmer Holdings (ZMH) 0.17 4073 -9% 137.25
Walgreen Boots Alliance 0.17 10523 -9% 55.31
Ishares Tr ibonds dec2026 0.17 22968 +86% 25.47
Intuitive Surgical (ISRG) 0.16 1015 539.90
Target Corporation (TGT) 0.16 5048 -8% 106.97
Hershey Company (HSY) 0.16 3502 155.05
Vanguard High Dividend Yield ETF (VYM) 0.16 6214 +10% 88.67
D First Tr Exchange-traded Fd 0.16 27402 +5% 19.74
Spdr Ser Tr sp500 high div 0.16 14243 +9% 37.98
iShares MSCI EAFE Index Fund (EFA) 0.15 7707 -7% 65.27
Varian Medical Systems (VAR) 0.15 4146 119.15
SPDR Gold Trust (GLD) 0.15 3664 +47% 138.92
iShares Russell 2000 Index (IWM) 0.15 3438 -3% 151.25
Park National Corporation (PRK) 0.15 5393 94.75
Alibaba Group Holding Ltd Spon 0.15 2997 +6% 167.17
Caterpillar (CAT) 0.14 3702 -32% 126.42
SYSCO Corporation (SYY) 0.14 5893 -2% 79.42
Travelers Companies (TRV) 0.14 3100 148.71
Novartis AG (NVS) 0.14 5398 -13% 86.88
MetLife (MET) 0.14 10000 -7% 47.20
Victory Portfolios Ii cemp us sm cap h 0.14 10186 -39% 44.47
Service Pptys Tr 0.14 17750 NEW 25.63
Stryker Corporation (SYK) 0.13 2049 +11% 216.20
Netflix (NFLX) 0.13 1631 -7% 267.32
Celgene Corporation (CELG) 0.13 4373 -9% 99.25
Vanguard Total Bond Market ETF (BND) 0.13 5035 -4% 84.41
Aon 0.13 2293 +33% 193.63
Mondelez Int 0.13 7938 -45% 55.30
Crown Castle Intl 0.13 3078 -4% 139.05
Union Pacific Corporation (UNP) 0.12 2420 -5% 161.98
BB&T; Corporation (BBT) 0.12 7704 -19% 53.35
Colgate-Palmolive Company (CL) 0.12 5602 -13% 73.55
Franklin Street Properties (FSP) 0.12 46153 -9% 8.45
Unilever (UL) 0.12 6905 60.10
Zoetis Inc Cl A 0.12 3258 124.62
Federated Investors (FII) 0.11 11680 32.45
Becton, Dickinson and (BDX) 0.11 1490 -59% 253.02
Royal Dutch Shell (RDS.A) 0.11 6140 +2% 58.79
Vanguard Mid-Cap ETF (VO) 0.11 2123 167.69
Welltower Inc Com reit 0.11 4010 -7% 90.77
Ishares Tr ibonds etf 0.11 14441 NEW 25.90
Dupont De Nemours Inc Com 0.11 5168 -4% 71.40
Hasbro (HAS) 0.10 2905 -2% 118.76
BlackRock (BLK) 0.10 757 -4% 446.50
U.S. Ban (USB) 0.10 5937 -5% 55.42
Lincoln National Corporation (LNC) 0.10 5530 -13% 60.40
SPDR S&P; 500 ETF (SPY) 0.10 1148 297.04
NVIDIA Corporation (NVDA) 0.10 1856 174.03
V.F. Corporation (VFC) 0.10 3841 89.04
ConocoPhillips (COP) 0.10 5974 56.91
NIKE (NKE) 0.10 3574 +4% 94.01
iShares S&P; SmallCap 600 Index (IJR) 0.10 4463 +2% 77.75
BlackRock Credit All Inc Trust IV (BTZ) 0.10 24900 +13% 13.61
PIMCO Corporate Income Fund (PCN) 0.10 18185 18.37
Pza etf 0.10 13045 26.52
Moody's Corporation (MCO) 0.09 1475 204.75
United Parcel Service (UPS) 0.09 2563 -11% 119.78
Carnival Corporation (CCL) 0.09 6927 -29% 43.74
Vulcan Materials Company (VMC) 0.09 2080 151.44
GlaxoSmithKline (GSK) 0.09 7265 -13% 42.67
Constellation Brands (STZ) 0.09 1536 -6% 207.03
Humana (HUM) 0.09 1206 +2% 255.39
Lam Research Corporation (LRCX) 0.09 1378 230.77
American Water Works (AWK) 0.09 2380 124.37
Vanguard Total Stock Market ETF (VTI) 0.09 1910 -25% 150.79
iShrs S&P; ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.09 2750 106.55
Blackrock Muniyield Insured Fund (MYI) 0.09 22535 13.58
Vanguard Short Term Corporate Bond ETF (VCSH) 0.09 3640 81.04
Western Asset Municipal D Opp Trust (MTT) 0.09 13550 21.62
Anthem 0.09 1235 +5% 240.49
MasterCard Incorporated (MA) 0.08 1017 271.39
Suntrust Banks Inc $1.00 Par Cmn 0.08 3863 -8% 68.86
Health Care SPDR (XLV) 0.08 2959 -9% 90.23
Genuine Parts Company (GPC) 0.08 2812 -7% 99.57
Adobe Systems Incorporated (ADBE) 0.08 965 -2% 276.68
Yum! Brands (YUM) 0.08 2424 113.45
Federal Signal Corporation (FSS) 0.08 8000 32.75
Sanofi-Aventis SA (SNY) 0.08 5715 -3% 46.37
iShares NASDAQ Biotechnology Index (IBB) 0.08 2571 -2% 99.57
salesforce (CRM) 0.08 1698 -2% 148.41
Enbridge Inc 0.08 8014 35.06
iShares Gold Trust (IAU) 0.08 18450 14.09
Blackrock Municipal Income Trust (BFK) 0.08 18000 14.11
Nuveen Ga Div Adv Mun Fd 2 0.08 20580 12.39
Citigroup Inc 0.08 3958 -20% 68.97
American Tower Reit 0.08 1203 NEW 221.11
Wec Energy Group Inc Com stock 0.08 2936 -3% 95.03
Paypal Holdings 0.08 2626 -4% 103.58
Invesco Variable Rate Preferred Etf etf 0.08 10125 -19% 25.38
Costco Wholesale Corporation (COST) 0.07 802 +5% 288.03
FedEx Corporation (FDX) 0.07 1603 +26% 145.35
General Electric Company (GE) 0.07 25621 -21% 8.94
Unilever N.V. (UN) 0.07 3784 59.99
Ford Motor Company (F) 0.07 24935 -17% 9.14
TOTAL S.A. (TOT) 0.07 4548 -3% 51.89
Accenture 0.07 1268 +12% 192.43
AutoZone (AZO) 0.07 203 -8% 1083.74
Bce Inc. 0.07 5046 48.36
Energy Transfer Equity (ETE) 0.07 17610 +21% 13.06
ONEOK (OKE) 0.07 3231 -10% 73.66
Synovus Finl 0.07 6215 35.72
Kraft Heinz 0.07 8671 -45% 27.91
Dow Inc 0.07 5124 -6% 47.62
Taiwan Semiconductor Mfg (TSM) 0.06 4569 -25% 46.40
Progressive Corporation (PGR) 0.06 2649 77.39
Buckeye Partners (BPL) 0.06 5019 41.04
Intuit (INTU) 0.06 770 NEW 266.23
Realty Income (O) 0.06 2768 NEW 76.59
iShares Russell 2000 Growth Index (IWO) 0.06 1091 -4% 192.48
Cigna Corp New 0.06 1350 -9% 151.85
Nuveen Insured Tax-Free Adv Munici Fd (NEA) 0.05 12276 14.34
MFS High Income Municipal Trust (CXE) 0.02 15000 5.53

Past 13F-HR SEC Filings by Sound View Wealth Advisors

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