Sound View Wealth Advisors

Sound View Wealth Advisors as of March 31, 2019

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