Sound View Wealth Advisors
Latest statistics and disclosures from Sound View Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JNJ, PG, KO, VZ, AAPL, and represent 13.44% of Sound View Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: Ishares Tr ibnd dec23 etf, Ishares Tr Ibonds December 2022 Corp Etf, Ishares Tr ibnd dec21 etf, IBDP, NOBL, MUB, SCHD, Oppenheimer Rev Weighted Etf ultra divid rev, DIA, VIG.
- Started 22 new stock positions in IBDR, COST, VB, FSS, Suntrust Banks Inc $1.00 Par Cmn, AZO, TU, O, SPYD, EPD. RCI, PHG, NOBL, WMB, MCO, MA, IP, OKE, VYM, IWO, SUB, SCHD.
- Reduced shares in these 10 stocks: OXM, PG, Twenty-first Century Fox, LMT, KHC, VEU, GVI, , VOD, IBM.
- Sold out of its positions in MPC, Twenty-first Century Fox, VOD.
- Sound View Wealth Advisors was a net buyer of stock by $13M.
- Sound View Wealth Advisors has $319M in assets under management (AUM), dropping by 15.91%.
- Central Index Key (CIK): 0001767243
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Portfolio Holdings for Sound View Wealth Advisors
Sound View Wealth Advisors holds 248 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Johnson & Johnson (JNJ) | 3.4 | $11M | 77k | 139.79 |
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| Procter & Gamble Company (PG) | 2.8 | $8.9M | -3% | 86k | 104.04 |
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| Coca-Cola Company (KO) | 2.5 | $8.1M | 173k | 46.86 |
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| Verizon Communications (VZ) | 2.5 | $8.0M | 135k | 59.13 |
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| Apple (AAPL) | 2.2 | $7.1M | 37k | 189.94 |
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| Intel Corporation (INTC) | 1.8 | $5.7M | 107k | 53.70 |
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| Microsoft Corporation (MSFT) | 1.7 | $5.6M | -2% | 47k | 117.95 |
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| McDonald's Corporation (MCD) | 1.7 | $5.5M | -2% | 29k | 189.91 |
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| Home Depot (HD) | 1.7 | $5.5M | 28k | 191.87 |
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| Pfizer (PFE) | 1.7 | $5.4M | 128k | 42.47 |
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| Exxon Mobil Corporation (XOM) | 1.7 | $5.3M | 66k | 80.79 |
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| iShares Dow Jones Select Dividend (DVY) | 1.7 | $5.3M | +5% | 54k | 98.18 |
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| JPMorgan Chase & Co. (JPM) | 1.5 | $4.8M | -3% | 47k | 101.24 |
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| Kimberly-Clark Corporation (KMB) | 1.4 | $4.5M | 37k | 123.89 |
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| Southern Company (SO) | 1.4 | $4.3M | 83k | 51.68 |
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| Merck & Co (MRK) | 1.3 | $4.1M | +3% | 49k | 83.18 |
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| Berkshire Hathaway (BRK.B) | 1.2 | $4.0M | -4% | 20k | 200.87 |
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| Philip Morris International (PM) | 1.2 | $3.9M | 44k | 88.38 |
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| Ishares Tr ibnd dec23 etf | 1.2 | $3.8M | +263% | 154k | 25.01 |
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| Altria (MO) | 1.2 | $3.8M | 65k | 57.43 |
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| At&t (T) | 1.2 | $3.7M | +6% | 118k | 31.36 |
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| Pepsi (PEP) | 1.1 | $3.7M | 30k | 122.55 |
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| Chevron Corporation (CVX) | 1.1 | $3.6M | +2% | 29k | 123.17 |
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| Amgen (AMGN) | 1.1 | $3.6M | +5% | 19k | 190.00 |
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| General Dynamics Corporation (GD) | 1.1 | $3.5M | 21k | 169.29 |
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| International Business Machines (IBM) | 1.1 | $3.4M | -5% | 24k | 141.10 |
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| Alphabet Inc Class C cs (GOOG) | 1.1 | $3.5M | +2% | 2.9k | 1173.17 |
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| Amazon (AMZN) | 1.1 | $3.4M | +3% | 1.9k | 1780.94 |
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| Emerson Electric (EMR) | 1.0 | $3.2M | 46k | 68.47 |
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| SPDR Dow Jones Industrial Average ETF (DIA) | 1.0 | $3.2M | +18% | 12k | 259.09 |
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| Eli Lilly & Co. (LLY) | 1.0 | $3.1M | 24k | 129.75 |
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| Diageo (DEO) | 0.9 | $3.0M | 18k | 163.61 |
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| Oppenheimer Rev Weighted Etf ultra divid rev | 0.9 | $3.0M | +19% | 80k | 37.89 |
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| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.9 | $3.0M | +11% | 81k | 36.55 |
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| Boeing Company (BA) | 0.8 | $2.6M | 6.7k | 381.45 |
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| Ishares Tr Ibonds December 2022 Corp Etf | 0.8 | $2.6M | +150% | 103k | 24.91 |
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| 3M Company (MMM) | 0.8 | $2.5M | -2% | 12k | 207.78 |
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| Ishares Tr ibnd dec21 etf | 0.8 | $2.5M | +141% | 101k | 24.72 |
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| iShares Russell 1000 Growth Index (IWF) | 0.8 | $2.4M | +5% | 16k | 151.37 |
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| American Electric Power Company (AEP) | 0.7 | $2.3M | 27k | 83.74 |
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| Vanguard Information Technology ETF (VGT) | 0.7 | $2.3M | +18% | 12k | 200.59 |
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| Cisco Systems (CSCO) | 0.7 | $2.3M | -7% | 42k | 54.00 |
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| Norfolk Southern (NSC) | 0.7 | $2.2M | 12k | 186.89 |
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| Honeywell International (HON) | 0.7 | $2.2M | -3% | 14k | 158.93 |
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| Vanguard Value ETF (VTV) | 0.7 | $2.2M | -5% | 20k | 107.62 |
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| DNP Select Income Fund (DNP) | 0.7 | $2.2M | +14% | 187k | 11.53 |
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| Abbvie (ABBV) | 0.7 | $2.2M | +13% | 27k | 80.60 |
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| United Technologies Corporation | 0.7 | $2.1M | -3% | 16k | 128.91 |
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| Lowe's Companies (LOW) | 0.7 | $2.1M | 19k | 109.45 |
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| Wal-Mart Stores (WMT) | 0.6 | $2.0M | 21k | 97.53 |
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| AFLAC Incorporated (AFL) | 0.6 | $2.0M | 41k | 50.00 |
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| General Mills (GIS) | 0.6 | $2.0M | 39k | 51.74 |
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| Vanguard Dividend Appreciation ETF (VIG) | 0.6 | $2.0M | +31% | 18k | 109.66 |
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| iShares Russell 1000 Value Index (IWD) | 0.6 | $1.9M | 16k | 123.46 |
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| Ishares Tr ibnd dec24 etf (IBDP) | 0.6 | $1.8M | +161% | 74k | 24.88 |
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| Automatic Data Processing (ADP) | 0.6 | $1.8M | -6% | 11k | 159.73 |
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| Invesco Exchange W&p 500 Qualit equities (SPHQ) | 0.6 | $1.7M | +10% | 54k | 32.15 |
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| Walt Disney Company (DIS) | 0.5 | $1.7M | +9% | 15k | 111.02 |
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| AstraZeneca (AZN) | 0.5 | $1.7M | -10% | 41k | 40.43 |
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| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.5 | $1.7M | +67% | 15k | 111.22 |
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| Vanguard Growth ETF (VUG) | 0.5 | $1.6M | +3% | 11k | 156.47 |
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| Nextera Energy (NEE) | 0.5 | $1.6M | -8% | 8.2k | 193.28 |
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| Duke Energy (DUK) | 0.5 | $1.5M | +4% | 17k | 90.03 |
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| Cme (CME) | 0.5 | $1.5M | -9% | 9.1k | 164.53 |
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| Abbott Laboratories (ABT) | 0.5 | $1.5M | 19k | 79.91 |
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| Royal Dutch Shell | 0.5 | $1.4M | -7% | 23k | 63.96 |
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| Legg Mason Etf Equity Tr low divi etf (LVHD) | 0.5 | $1.4M | +7% | 45k | 31.80 |
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| Total System Services | 0.4 | $1.4M | 15k | 94.98 |
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| Illinois Tool Works (ITW) | 0.4 | $1.4M | -2% | 9.5k | 143.53 |
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| Victory Cemp Us Eq Income etf (CDC) | 0.4 | $1.4M | +7% | 31k | 44.53 |
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| iShares Russell 1000 Index (IWB) | 0.4 | $1.3M | 8.6k | 157.34 |
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| Bank of America Corporation (BAC) | 0.4 | $1.2M | 45k | 27.59 |
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| Vanguard S&p 500 Etf idx (VOO) | 0.4 | $1.2M | +15% | 4.7k | 259.64 |
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| Comcast Corporation (CMCSA) | 0.4 | $1.2M | -3% | 30k | 39.98 |
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| Bristol Myers Squibb (BMY) | 0.4 | $1.2M | 26k | 47.70 |
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| iShares MSCI EAFE Index Fund (EFA) | 0.4 | $1.2M | -6% | 19k | 64.84 |
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| Digital Realty Trust (DLR) | 0.4 | $1.2M | +10% | 9.9k | 119.02 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $1.1M | -16% | 3.8k | 300.10 |
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| W.R. Berkley Corporation (WRB) | 0.4 | $1.2M | 14k | 84.69 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $1.1M | -5% | 4.1k | 273.81 |
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| Oracle Corporation (ORCL) | 0.3 | $1.1M | 20k | 53.71 |
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| Reaves Utility Income Fund (UTG) | 0.3 | $1.1M | 33k | 33.69 |
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| Ishares Tr Dec 2020 | 0.3 | $1.1M | +30% | 44k | 25.24 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $1.0M | +9% | 9.5k | 106.05 |
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| Dowdupont | 0.3 | $1.0M | -7% | 19k | 53.29 |
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| Wells Fargo & Company (WFC) | 0.3 | $991k | -3% | 21k | 48.32 |
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| Facebook Inc cl a (META) | 0.3 | $996k | -2% | 6.0k | 166.61 |
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| Baxter International (BAX) | 0.3 | $959k | 12k | 81.35 |
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| Tor Dom Bk Cad (TD) | 0.3 | $971k | -15% | 18k | 54.33 |
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| Vanguard FTSE All-World ex-US ETF (VEU) | 0.3 | $962k | -18% | 19k | 50.16 |
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| Paychex (PAYX) | 0.3 | $913k | 11k | 80.22 |
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| Visa (V) | 0.3 | $920k | 5.9k | 156.14 |
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| British American Tobac (BTI) | 0.3 | $918k | +16% | 22k | 41.74 |
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| Alphabet Inc Class A cs (GOOGL) | 0.3 | $880k | 748.00 | 1176.47 |
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| Regeneron Pharmaceuticals (REGN) | 0.3 | $873k | +4% | 2.1k | 410.44 |
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| Becton, Dickinson and (BDX) | 0.3 | $854k | 3.4k | 249.63 |
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| PPL Corporation (PPL) | 0.3 | $856k | -2% | 27k | 31.76 |
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| NN (NNBR) | 0.3 | $848k | +4% | 113k | 7.49 |
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| Vanguard Emerging Markets ETF (VWO) | 0.3 | $854k | -6% | 20k | 42.50 |
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| PNC Financial Services (PNC) | 0.3 | $827k | -4% | 6.7k | 122.70 |
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| Public Service Enterprise (PEG) | 0.3 | $839k | 14k | 59.44 |
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| Caterpillar (CAT) | 0.2 | $793k | +31% | 5.9k | 135.44 |
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| UnitedHealth (UNH) | 0.2 | $790k | -5% | 3.2k | 247.18 |
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| iShares Brclys Intrdte Gov/Crt Bd (GVI) | 0.2 | $789k | -21% | 7.2k | 110.20 |
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| Medtronic (MDT) | 0.2 | $805k | 8.8k | 91.14 |
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| Dominion Resources (D) | 0.2 | $780k | +23% | 10k | 76.64 |
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| Kraft Heinz (KHC) | 0.2 | $762k | -23% | 23k | 32.63 |
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| Ventas (VTR) | 0.2 | $743k | -9% | 12k | 63.80 |
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| Mondelez Int (MDLZ) | 0.2 | $735k | -14% | 15k | 49.93 |
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| Proshares Tr S&p 500 Aristo (NOBL) | 0.2 | $737k | NEW | 11k | 67.76 |
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| Victory Portfolios Ii cemp us sm cap h (CSB) | 0.2 | $740k | +6% | 17k | 43.84 |
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| CSX Corporation (CSX) | 0.2 | $674k | 9.0k | 74.87 |
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| Ishares Tr usa min vo (USMV) | 0.2 | $685k | +11% | 12k | 58.78 |
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| Ishares Tr ibnd dec25 etf (IBDQ) | 0.2 | $668k | +208% | 27k | 24.86 |
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| Novartis (NVS) | 0.2 | $631k | -7% | 6.6k | 96.20 |
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| Walgreen Boots Alliance (WBA) | 0.2 | $650k | 10k | 63.29 |
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| American Express Company (AXP) | 0.2 | $621k | -2% | 5.7k | 109.29 |
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| Equifax (EFX) | 0.2 | $619k | -10% | 5.2k | 118.42 |
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| Carnival Corporation (CCL) | 0.2 | $608k | -14% | 12k | 50.70 |
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| Intuitive Surgical (ISRG) | 0.2 | $609k | 1.1k | 570.22 |
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| Schwab Strategic Tr us dividend eq (SCHD) | 0.2 | $594k | NEW | 11k | 52.30 |
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| Broadcom (AVGO) | 0.2 | $620k | +18% | 2.1k | 300.82 |
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| Raytheon Company | 0.2 | $569k | -15% | 3.1k | 181.96 |
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| Qualcomm (QCOM) | 0.2 | $590k | +6% | 10k | 57.03 |
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| Varian Medical Systems | 0.2 | $588k | 4.1k | 141.82 |
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| Zimmer Holdings (ZBH) | 0.2 | $569k | 4.5k | 127.69 |
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| Vanguard Total Bond Market ETF (BND) | 0.2 | $570k | -22% | 7.0k | 81.16 |
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| Waste Management (WM) | 0.2 | $545k | -4% | 5.2k | 103.83 |
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| Air Products & Chemicals (APD) | 0.2 | $536k | -12% | 2.8k | 190.95 |
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| BB&T Corporation | 0.2 | $546k | -13% | 12k | 46.56 |
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| iShares S&P 500 Index (IVV) | 0.2 | $544k | 1.9k | 284.37 |
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| Netflix (NFLX) | 0.2 | $533k | -3% | 1.5k | 356.28 |
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| iShares Russell 2000 Index (IWM) | 0.2 | $545k | 3.6k | 153.09 |
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| MetLife (MET) | 0.2 | $537k | -6% | 13k | 42.54 |
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| Oxford Industries (OXM) | 0.2 | $552k | -52% | 7.3k | 75.28 |
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| Simon Property (SPG) | 0.2 | $546k | +13% | 3.0k | 182.30 |
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| Kinder Morgan (KMI) | 0.2 | $556k | +48% | 28k | 20.00 |
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| Northrop Grumman Corporation (NOC) | 0.2 | $503k | -6% | 1.9k | 269.71 |
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| Alibaba Group Holding (BABA) | 0.2 | $501k | 2.7k | 182.38 |
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| Invesco Qqq Trust Series 1 (QQQ) | 0.2 | $525k | +94% | 2.9k | 179.55 |
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| Target Corporation (TGT) | 0.1 | $494k | -8% | 6.1k | 80.34 |
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| Hospitality Properties Trust | 0.1 | $479k | 18k | 26.30 |
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| SPDR Gold Trust (GLD) | 0.1 | $473k | +3% | 3.9k | 122.06 |
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| Celgene Corporation | 0.1 | $480k | -6% | 5.1k | 94.25 |
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| D First Tr Exchange-traded (FPE) | 0.1 | $493k | 26k | 19.05 |
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| Crown Castle Intl (CCI) | 0.1 | $488k | -14% | 3.8k | 127.98 |
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| General Electric Company | 0.1 | $437k | -8% | 44k | 10.00 |
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| SYSCO Corporation (SYY) | 0.1 | $436k | 6.5k | 66.78 |
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| Union Pacific Corporation (UNP) | 0.1 | $437k | -9% | 2.6k | 167.24 |
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| Colgate-Palmolive Company (CL) | 0.1 | $443k | 6.5k | 68.47 |
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| Vanguard Admiral Fds Inc cmn (IVOO) | 0.1 | $435k | +22% | 3.4k | 127.90 |
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| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $444k | +9% | 7.3k | 60.72 |
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| NVIDIA Corporation (NVDA) | 0.1 | $401k | -2% | 2.2k | 179.34 |
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| ConocoPhillips (COP) | 0.1 | $412k | 6.2k | 66.72 |
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| Hershey Company (HSY) | 0.1 | $402k | 3.5k | 114.89 |
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| Unilever (UL) | 0.1 | $405k | -2% | 7.0k | 57.68 |
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| Lincoln National Corporation (LNC) | 0.1 | $375k | 6.4k | 58.69 |
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| GlaxoSmithKline | 0.1 | $395k | +3% | 9.5k | 41.79 |
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| Occidental Petroleum Corporation (OXY) | 0.1 | $376k | -9% | 5.7k | 66.15 |
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| Vanguard Total Stock Market ETF (VTI) | 0.1 | $369k | +4% | 2.6k | 144.65 |
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| iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.1 | $398k | NEW | 3.8k | 106.13 |
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| BP (BP) | 0.1 | $336k | 7.7k | 43.72 |
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| BlackRock (BLK) | 0.1 | $354k | -3% | 827.00 | 428.05 |
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| Spdr S&p 500 Etf (SPY) | 0.1 | $344k | +5% | 1.2k | 282.43 |
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| United Parcel Service (UPS) | 0.1 | $349k | -13% | 3.1k | 111.64 |
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| Federated Investors (FHI) | 0.1 | $342k | 12k | 29.28 |
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| Genuine Parts Company (GPC) | 0.1 | $352k | 3.1k | 112.14 |
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| Travelers Companies (TRV) | 0.1 | $349k | -12% | 2.5k | 137.24 |
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| Royal Dutch Shell | 0.1 | $337k | +32% | 5.4k | 62.51 |
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| Franklin Street Properties (FSP) | 0.1 | $365k | 51k | 7.19 |
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| iShares NASDAQ Biotechnology Index (IBB) | 0.1 | $340k | -9% | 3.0k | 111.81 |
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| Vanguard Mid-Cap ETF (VO) | 0.1 | $344k | 2.1k | 160.97 |
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| Welltower Inc Com reit (WELL) | 0.1 | $344k | 4.4k | 77.56 |
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| Pza etf (PZA) | 0.1 | $335k | 13k | 25.68 |
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| Health Care SPDR (XLV) | 0.1 | $313k | +9% | 3.4k | 91.71 |
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| V.F. Corporation (VFC) | 0.1 | $311k | 3.6k | 86.87 |
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| Vulcan Materials Company (VMC) | 0.1 | $322k | +8% | 2.7k | 118.38 |
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| Sanofi-Aventis SA (SNY) | 0.1 | $329k | -13% | 7.4k | 44.26 |
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| Total (TTE) | 0.1 | $332k | -8% | 6.0k | 55.72 |
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| Constellation Brands (STZ) | 0.1 | $304k | +10% | 1.7k | 175.52 |
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| Enbridge (ENB) | 0.1 | $317k | -18% | 8.7k | 36.27 |
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| Lam Research Corporation (LRCX) | 0.1 | $306k | -4% | 1.7k | 179.05 |
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| PIMCO Corporate Income Fund (PCN) | 0.1 | $313k | 18k | 17.21 |
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| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.1 | $327k | -2% | 4.1k | 79.87 |
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| Victory Portfolios Ii cmp emg mk etf | 0.1 | $306k | -8% | 12k | 25.72 |
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| U.S. Bancorp (USB) | 0.1 | $291k | 6.0k | 48.12 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $272k | -4% | 1.0k | 266.93 |
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| Nike (NKE) | 0.1 | $288k | -10% | 3.4k | 84.11 |
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| Stryker Corporation (SYK) | 0.1 | $292k | -4% | 1.5k | 197.70 |
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| Humana (HUM) | 0.1 | $276k | -2% | 1.0k | 266.41 |
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| iShares Gold Trust | 0.1 | $281k | 23k | 12.39 |
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| Vanguard High Dividend Yield ETF (VYM) | 0.1 | $279k | NEW | 3.3k | 85.77 |
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| Blackrock Muniyield Insured Fund (MYI) | 0.1 | $291k | -4% | 23k | 12.95 |
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| BlackRock Credit All Inc Trust IV (BTZ) | 0.1 | $272k | -8% | 22k | 12.42 |
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| Western Asset Municipal D Opp Trust | 0.1 | $283k | 14k | 20.89 |
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| Citigroup (C) | 0.1 | $294k | -4% | 4.7k | 62.26 |
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| Aon | 0.1 | $289k | 1.7k | 170.60 |
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| Cdw (CDW) | 0.1 | $272k | -9% | 2.8k | 96.32 |
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| Anthem (ELV) | 0.1 | $293k | +7% | 1.0k | 287.25 |
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| Spdr Ser Tr sp500 high div (SPYD) | 0.1 | $278k | NEW | 7.3k | 37.90 |
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| Taiwan Semiconductor Mfg (TSM) | 0.1 | $255k | +5% | 6.2k | 40.92 |
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| MasterCard Incorporated (MA) | 0.1 | $246k | NEW | 1.0k | 235.86 |
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| Moody's Corporation (MCO) | 0.1 | $267k | NEW | 1.5k | 181.02 |
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| FedEx Corporation (FDX) | 0.1 | $248k | -3% | 1.4k | 181.68 |
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| International Paper Company (IP) | 0.1 | $246k | NEW | 5.3k | 46.33 |
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| Yum! Brands (YUM) | 0.1 | $244k | 2.4k | 99.71 |
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| Deere & Company (DE) | 0.1 | $259k | 1.6k | 159.78 |
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| Biogen Idec (BIIB) | 0.1 | $247k | -38% | 1.0k | 235.91 |
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| Ford Motor Company (F) | 0.1 | $248k | -21% | 28k | 8.77 |
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| Bce (BCE) | 0.1 | $267k | -5% | 6.0k | 44.39 |
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| Paccar (PCAR) | 0.1 | $250k | -13% | 3.7k | 68.23 |
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| salesforce (CRM) | 0.1 | $243k | -6% | 1.5k | 158.10 |
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| American Water Works (AWK) | 0.1 | $248k | 2.4k | 104.20 |
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| Oneok (OKE) | 0.1 | $252k | NEW | 3.6k | 69.75 |
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| Blackrock Municipal Income Trust (BFK) | 0.1 | $243k | 18k | 13.50 |
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|
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.1 | $267k | -32% | 5.0k | 52.91 |
|
| Nuveen Ga Div Adv Mun Fd 2 | 0.1 | $266k | 22k | 11.93 |
|
|
| Zoetis Inc Cl A (ZTS) | 0.1 | $265k | -19% | 2.6k | 100.53 |
|
| Wec Energy Group (WEC) | 0.1 | $241k | -11% | 3.1k | 79.02 |
|
| Cigna Corp (CI) | 0.1 | $240k | 1.5k | 160.64 |
|
|
| Hasbro (HAS) | 0.1 | $231k | -4% | 2.7k | 84.93 |
|
| Suntrust Banks Inc $1.00 Par Cmn | 0.1 | $227k | NEW | 3.8k | 59.13 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $208k | NEW | 857.00 | 242.71 |
|
| Koninklijke Philips Electronics NV (PHG) | 0.1 | $227k | NEW | 5.6k | 40.83 |
|
| Federal Signal Corporation (FSS) | 0.1 | $208k | NEW | 8.0k | 26.00 |
|
| Unilever | 0.1 | $227k | -3% | 3.9k | 58.26 |
|
| Williams Companies (WMB) | 0.1 | $214k | NEW | 7.5k | 28.68 |
|
| AutoZone (AZO) | 0.1 | $212k | NEW | 207.00 | 1024.15 |
|
| Enterprise Products Partners (EPD) | 0.1 | $224k | NEW | 7.7k | 29.05 |
|
| Energy Transfer Equity (ET) | 0.1 | $220k | +10% | 14k | 15.35 |
|
| iShares Russell 2000 Growth Index (IWO) | 0.1 | $225k | NEW | 1.1k | 197.02 |
|
| SPDR Barclays Capital High Yield B | 0.1 | $219k | 6.1k | 35.95 |
|
|
| Telus Ord (TU) | 0.1 | $208k | NEW | 5.6k | 37.00 |
|
| Synovus Finl (SNV) | 0.1 | $216k | 6.3k | 34.44 |
|
|
| Paypal Holdings (PYPL) | 0.1 | $233k | -6% | 2.2k | 104.02 |
|
| Invesco Variable Rate Preferred Etf etf (VRP) | 0.1 | $237k | 9.6k | 24.62 |
|
|
| HSBC Holdings (HSBC) | 0.1 | $207k | -23% | 5.1k | 40.67 |
|
| Energy Select Sector SPDR (XLE) | 0.1 | $203k | -22% | 3.1k | 66.02 |
|
| Rogers Communications -cl B (RCI) | 0.1 | $202k | NEW | 3.8k | 53.75 |
|
| Realty Income (O) | 0.1 | $206k | NEW | 2.8k | 73.68 |
|
| Vanguard Small-Cap ETF (VB) | 0.1 | $203k | NEW | 1.3k | 152.52 |
|
| General Motors Company (GM) | 0.1 | $203k | -20% | 5.5k | 37.15 |
|
| Ishares Tr ibonds dec2026 (IBDR) | 0.1 | $204k | NEW | 8.4k | 24.25 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $146k | -26% | 12k | 12.70 |
|
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.1 | $163k | -3% | 12k | 13.34 |
|
| Aegon | 0.0 | $57k | -18% | 12k | 4.82 |
|
| MFS High Income Municipal Trust (CXE) | 0.0 | $77k | 15k | 5.13 |
|
|
| Sirius Xm Holdings (SIRI) | 0.0 | $57k | 10k | 5.70 |
|
Past Filings by Sound View Wealth Advisors
SEC 13F filings are viewable for Sound View Wealth Advisors going back to 2018
- Sound View Wealth Advisors 2019 Q1 filed May 9, 2019
- Sound View Wealth Advisors 2018 Q4 filed Feb. 12, 2019