Sound View Wealth Advisors Group

Sound View Wealth Advisors Group as of June 30, 2020

Portfolio Holdings for Sound View Wealth Advisors Group

Sound View Wealth Advisors Group holds 242 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 3.4 $12M 33k 364.80
Microsoft Corporation (MSFT) 3.3 $12M 58k 203.52
Johnson & Johnson (JNJ) 2.6 $9.1M 65k 140.64
Ishares Tr Ibonds Dec23 Etf 2.4 $8.5M 326k 26.23
Vanguard Specialized Funds Div App Etf (VIG) 2.0 $7.3M 62k 117.19
Verizon Communications (VZ) 2.0 $7.2M 132k 55.13
Home Depot (HD) 2.0 $7.2M 29k 250.50
Ishares Tr Ibonds Dec22 Etf 2.0 $7.0M 273k 25.68
Procter & Gamble Company (PG) 1.9 $6.8M 57k 119.57
Amazon (AMZN) 1.9 $6.6M 2.4k 2758.95
Ishares Tr Ibonds Dec21 Etf 1.8 $6.6M 261k 25.15
Ishares Tr Ibonds Dec24 Etf (IBDP) 1.7 $6.1M 231k 26.36
Intel Corporation (INTC) 1.6 $5.7M 95k 59.83
Coca-Cola Company (KO) 1.4 $5.1M 114k 44.68
Amgen (AMGN) 1.4 $5.0M 21k 235.87
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.4 $5.0M 67k 74.10
Ishares Tr Ibonds Dec20 Etf 1.4 $4.9M 193k 25.33
Kimberly-Clark Corporation (KMB) 1.4 $4.9M 34k 141.35
McDonald's Corporation (MCD) 1.3 $4.6M 25k 184.49
JPMorgan Chase & Co. (JPM) 1.3 $4.5M 48k 94.05
Abbvie (ABBV) 1.2 $4.4M 45k 98.18
Southern Company (SO) 1.2 $4.4M 84k 51.86
Eli Lilly & Co. (LLY) 1.2 $4.3M 26k 164.20
Merck & Co (MRK) 1.2 $4.3M 55k 77.33
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $4.2M 17k 247.62
Vanguard World Fds Inf Tech Etf (VGT) 1.2 $4.1M 15k 278.70
Ishares Tr Rus 1000 Grw Etf (IWF) 1.1 $4.1M 21k 191.94
Pfizer (PFE) 1.1 $3.9M 120k 32.70
Pepsi (PEP) 1.1 $3.9M 29k 132.24
Ishares Tr Select Divid Etf (DVY) 1.1 $3.8M 47k 80.72
Alphabet Cap Stk Cl C (GOOG) 1.0 $3.6M 2.6k 1413.58
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 1.0 $3.5M 98k 35.41
Ishares Tr Pfd And Incm Sec (PFF) 0.9 $3.3M 97k 34.64
DNP Select Income Fund (DNP) 0.9 $3.3M 303k 10.88
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.9 $3.1M 60k 51.75
Chevron Corporation (CVX) 0.9 $3.1M 34k 89.23
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.8 $3.0M 12k 257.88
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $2.9M 16k 178.52
General Dynamics Corporation (GD) 0.8 $2.7M 18k 149.44
International Business Machines (IBM) 0.8 $2.7M 22k 120.78
At&t (T) 0.7 $2.6M 86k 30.23
General Mills (GIS) 0.7 $2.6M 42k 61.66
Emerson Electric (EMR) 0.7 $2.5M 41k 62.03
Wal-Mart Stores (WMT) 0.7 $2.5M 21k 119.78
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $2.5M 8.7k 283.39
Diageo P L C Spon Adr New (DEO) 0.7 $2.4M 18k 134.41
Vanguard Index Fds Value Etf (VTV) 0.7 $2.4M 24k 99.57
Ishares Tr National Mun Etf (MUB) 0.6 $2.2M 19k 115.39
Ishares Tr Msci Min Vol Etf (USMV) 0.6 $2.2M 36k 60.63
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.6 $2.0M 76k 26.98
Proshares Tr S&p 500 Dv Arist (NOBL) 0.6 $2.0M 30k 67.36
Nextera Energy (NEE) 0.6 $2.0M 8.2k 240.20
Global Payments (GPN) 0.5 $1.9M 11k 169.66
Altria (MO) 0.5 $1.9M 48k 39.26
American Electric Power Company (AEP) 0.5 $1.8M 23k 79.63
Abbott Laboratories (ABT) 0.5 $1.8M 19k 91.44
Disney Walt Com Disney (DIS) 0.5 $1.7M 16k 111.48
Exxon Mobil Corporation (XOM) 0.5 $1.7M 39k 44.71
Philip Morris International (PM) 0.5 $1.7M 25k 70.05
Alphabet Cap Stk Cl A (GOOGL) 0.5 $1.6M 1.2k 1418.40
Cisco Systems (CSCO) 0.5 $1.6M 35k 46.64
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $1.6M 13k 118.24
Honeywell International (HON) 0.4 $1.6M 11k 144.60
Bristol Myers Squibb (BMY) 0.4 $1.5M 26k 58.82
Digital Realty Trust (DLR) 0.4 $1.5M 11k 142.12
Visa Com Cl A (V) 0.4 $1.5M 7.8k 193.13
Automatic Data Processing (ADP) 0.4 $1.5M 10k 148.87
AFLAC Incorporated (AFL) 0.4 $1.5M 41k 36.03
Illinois Tool Works (ITW) 0.4 $1.5M 8.5k 174.90
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.4 $1.5M 12k 120.25
3M Company (MMM) 0.4 $1.5M 9.3k 155.98
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.4 $1.4M 23k 62.58
Vanguard World Fds Health Car Etf (VHT) 0.4 $1.4M 7.3k 192.64
Vanguard Index Fds Growth Etf (VUG) 0.4 $1.4M 6.8k 202.07
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.4 $1.4M 26k 51.46
Medtronic SHS (MDT) 0.4 $1.3M 15k 91.72
Thermo Fisher Scientific (TMO) 0.4 $1.3M 3.6k 362.46
Astrazeneca Sponsored Adr (AZN) 0.4 $1.3M 24k 52.90
Raytheon Technologies Corp (RTX) 0.4 $1.3M 21k 61.60
Duke Energy Corp Com New (DUK) 0.4 $1.3M 16k 79.88
Facebook Cl A (META) 0.4 $1.3M 5.5k 227.12
Broadcom (AVGO) 0.4 $1.3M 4.0k 315.55
Ishares Min Vol Gbl Etf (ACWV) 0.3 $1.2M 14k 87.57
Regeneron Pharmaceuticals (REGN) 0.3 $1.2M 2.0k 623.67
Spdr Ser Tr S&p1500momtilt (MMTM) 0.3 $1.2M 9.0k 134.18
W.R. Berkley Corporation (WRB) 0.3 $1.2M 21k 57.28
Comcast Corp Cl A (CMCSA) 0.3 $1.1M 30k 38.98
Texas Instruments Incorporated (TXN) 0.3 $1.1M 9.0k 126.97
UnitedHealth (UNH) 0.3 $1.1M 3.7k 294.94
Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $1.1M 12k 91.20
Cme (CME) 0.3 $1.0M 6.4k 162.58
Qualcomm (QCOM) 0.3 $1.0M 11k 91.18
Kinder Morgan (KMI) 0.3 $1.0M 67k 15.17
Lockheed Martin Corporation (LMT) 0.3 $974k 2.7k 364.79
Baxter International (BAX) 0.3 $941k 11k 86.12
Lowe's Companies (LOW) 0.3 $923k 6.8k 135.18
Air Products & Chemicals (APD) 0.3 $920k 3.8k 241.41
Oracle Corporation (ORCL) 0.3 $909k 16k 55.27
Bank of America Corporation (BAC) 0.3 $897k 38k 23.75
Reaves Util Income Com Sh Ben Int (UTG) 0.3 $892k 30k 30.19
NVIDIA Corporation (NVDA) 0.2 $884k 2.3k 380.05
Equifax (EFX) 0.2 $847k 4.9k 171.91
Shopify Cl A (SHOP) 0.2 $821k 865.00 949.13
Paychex (PAYX) 0.2 $811k 11k 75.78
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $801k 7.1k 112.63
Ishares Tr Ibonds Dec2026 (IBDR) 0.2 $789k 30k 26.67
PNC Financial Services (PNC) 0.2 $776k 7.4k 105.18
Waste Management (WM) 0.2 $776k 7.3k 105.87
PPL Corporation (PPL) 0.2 $771k 30k 25.84
Ishares Tr Core Msci Eafe (IEFA) 0.2 $750k 13k 57.17
Netflix (NFLX) 0.2 $719k 1.6k 455.35
Ishares Tr Intrm Gov Cr Etf (GVI) 0.2 $691k 5.9k 117.72
Aon Shs Cl A (AON) 0.2 $679k 3.5k 192.51
Northrop Grumman Corporation (NOC) 0.2 $657k 2.1k 307.44
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $644k 14k 47.62
salesforce (CRM) 0.2 $642k 3.4k 187.28
Norfolk Southern (NSC) 0.2 $626k 3.6k 175.65
Public Service Enterprise (PEG) 0.2 $622k 13k 49.20
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $614k 2.8k 215.67
British Amern Tob Sponsored Adr (BTI) 0.2 $611k 16k 38.82
Ishares Tr Rus 1000 Etf (IWB) 0.2 $611k 3.6k 171.63
American Express Company (AXP) 0.2 $576k 6.0k 95.22
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $569k 3.6k 156.62
Ishares Tr Russell 2000 Etf (IWM) 0.2 $561k 3.9k 143.11
Zoetis Cl A (ZTS) 0.2 $546k 4.0k 137.08
Stryker Corporation (SYK) 0.2 $541k 3.0k 180.15
Intuitive Surgical Com New (ISRG) 0.2 $536k 940.00 570.21
Ishares Tr Core S&p500 Etf (IVV) 0.2 $534k 1.7k 309.74
CSX Corporation (CSX) 0.1 $532k 7.6k 69.72
Varian Medical Systems 0.1 $506k 4.1k 122.58
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $497k 6.3k 78.74
Target Corporation (TGT) 0.1 $495k 4.1k 119.85
Zimmer Holdings (ZBH) 0.1 $488k 4.1k 119.26
Walgreen Boots Alliance (WBA) 0.1 $475k 11k 42.41
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $471k 12k 39.57
Spdr Gold Tr Gold Shs (GLD) 0.1 $466k 2.8k 167.51
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $465k 5.6k 82.59
NN (NNBR) 0.1 $465k 98k 4.74
Lam Research Corporation (LRCX) 0.1 $460k 1.4k 323.49
Simon Property (SPG) 0.1 $458k 6.7k 68.44
Mondelez Intl Cl A (MDLZ) 0.1 $457k 8.9k 51.15
Hershey Company (HSY) 0.1 $454k 3.5k 129.49
Novartis Sponsored Adr (NVS) 0.1 $447k 5.1k 87.34
Ishares Tr Core High Dv Etf (HDV) 0.1 $446k 5.5k 81.24
Ishares Tr Ibonds 27 Etf (IBDS) 0.1 $437k 16k 26.95
Fidelity National Information Services (FIS) 0.1 $437k 3.3k 134.09
Tesla Motors (TSLA) 0.1 $429k 397.00 1080.60
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $425k 4.8k 88.34
Caterpillar (CAT) 0.1 $424k 3.3k 126.61
Becton, Dickinson and (BDX) 0.1 $419k 1.8k 239.29
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $409k 6.0k 68.37
Colgate-Palmolive Company (CL) 0.1 $409k 5.6k 73.25
Costco Wholesale Corporation (COST) 0.1 $409k 1.3k 303.19
Ishares Tr Sh Tr Crport Etf (IGSB) 0.1 $409k 7.5k 54.66
Moody's Corporation (MCO) 0.1 $405k 1.5k 274.58
Intuit (INTU) 0.1 $404k 1.4k 296.19
Nike CL B (NKE) 0.1 $398k 4.1k 98.15
Adobe Systems Incorporated (ADBE) 0.1 $396k 909.00 435.64
Unilever Spon Adr New (UL) 0.1 $392k 7.2k 54.82
Dominion Resources (D) 0.1 $390k 4.8k 81.23
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $381k 7.1k 53.66
Humana (HUM) 0.1 $380k 979.00 388.15
Park National Corporation (PRK) 0.1 $380k 5.4k 70.46
American Tower Reit (AMT) 0.1 $374k 1.4k 258.29
Ishares Tr Msci Eafe Etf (EFA) 0.1 $374k 6.1k 60.93
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $372k 1.2k 308.46
Union Pacific Corporation (UNP) 0.1 $366k 2.2k 168.90
Thomson Reuters Corp. Com New 0.1 $356k 5.2k 68.03
Truist Financial Corp equities (TFC) 0.1 $349k 9.3k 37.59
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $348k 2.1k 163.92
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $347k 19k 18.43
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.1 $346k 13k 26.52
Paypal Holdings (PYPL) 0.1 $330k 1.9k 174.33
Anthem (ELV) 0.1 $325k 1.2k 262.73
Intercontinental Exchange (ICE) 0.1 $322k 3.5k 91.50
MetLife (MET) 0.1 $319k 8.7k 36.47
Crown Castle Intl (CCI) 0.1 $318k 1.9k 167.37
Glaxosmithkline Sponsored Adr 0.1 $315k 7.7k 40.76
Ishares Gold Trust Ishares 0.1 $313k 19k 16.96
Vanguard World Fds Consum Stp Etf (VDC) 0.1 $310k 2.1k 149.54
BlackRock Credit All Inc Trust IV (BTZ) 0.1 $309k 23k 13.21
Mastercard Incorporated Cl A (MA) 0.1 $308k 1.0k 295.59
Ishares Tr Nasdaq Biotech (IBB) 0.1 $305k 2.2k 136.83
American Water Works (AWK) 0.1 $305k 2.4k 128.69
Sanofi Sponsored Adr (SNY) 0.1 $299k 5.9k 51.08
Otis Worldwide Corp (OTIS) 0.1 $298k 5.2k 56.92
Toronto Dominion Bk Ont Com New (TD) 0.1 $297k 6.7k 44.62
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $297k 2.8k 108.00
TJX Companies (TJX) 0.1 $292k 5.8k 50.51
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $291k 1.0k 290.71
BlackRock (BLK) 0.1 $291k 535.00 543.93
SYSCO Corporation (SYY) 0.1 $291k 5.3k 54.58
Federated Hermes CL B (FHI) 0.1 $288k 12k 23.71
PIMCO Corporate Income Fund (PCN) 0.1 $288k 18k 15.84
Blackrock Muniyield Insured Fund (MYI) 0.1 $287k 22k 13.03
Wells Fargo & Company (WFC) 0.1 $278k 11k 25.65
Constellation Brands Cl A (STZ) 0.1 $274k 1.6k 174.63
Unilever N V N Y Shs New 0.1 $270k 5.1k 53.20
Clorox Company (CLX) 0.1 $269k 1.2k 219.06
Invesco Exchange-traded Fd T Var Rate Pfd (VRP) 0.1 $263k 11k 23.43
Wec Energy Group (WEC) 0.1 $256k 2.9k 87.52
Western Asset Municipal D Opp Trust 0.1 $256k 13k 19.77
Nuveen Ga Div Adv Mun Fd 2 0.1 $251k 21k 12.20
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $250k 3.2k 78.64
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $249k 2.5k 100.12
Enbridge (ENB) 0.1 $249k 8.2k 30.43
United Parcel Service CL B (UPS) 0.1 $247k 2.2k 111.36
Vanguard World Fds Utilities Etf (VPU) 0.1 $247k 2.0k 123.62
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $241k 1.2k 199.67
Select Sector Spdr Tr Technology (XLK) 0.1 $240k 2.3k 104.53
Cigna Corp (CI) 0.1 $238k 1.3k 187.55
Federal Signal Corporation (FSS) 0.1 $238k 8.0k 29.75
CVS Caremark Corporation (CVS) 0.1 $237k 3.6k 65.07
V.F. Corporation (VFC) 0.1 $236k 3.9k 61.06
Genuine Parts Company (GPC) 0.1 $232k 2.7k 86.86
Hasbro (HAS) 0.1 $230k 3.1k 75.07
Franklin Street Properties (FSP) 0.1 $230k 45k 5.09
Dupont De Nemours (DD) 0.1 $226k 4.3k 53.16
Citigroup Com New (C) 0.1 $226k 4.4k 51.11
Gilead Sciences (GILD) 0.1 $224k 2.9k 77.08
Tractor Supply Company (TSCO) 0.1 $224k 1.7k 131.76
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $222k 1.1k 206.90
Vulcan Materials Company (VMC) 0.1 $221k 1.9k 116.01
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $221k 3.9k 56.65
Carrier Global Corporation (CARR) 0.1 $217k 9.8k 22.24
Equinix (EQIX) 0.1 $217k 309.00 702.27
Advanced Micro Devices (AMD) 0.1 $214k 4.1k 52.59
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $209k 1.6k 133.89
Progressive Corporation (PGR) 0.1 $208k 2.6k 80.25
Royal Dutch Shell Spon Adr B 0.1 $207k 6.8k 30.47
Eaton Corp SHS (ETN) 0.1 $205k 2.3k 87.68
Lincoln National Corporation (LNC) 0.1 $203k 5.5k 36.71
Biogen Idec (BIIB) 0.1 $203k 757.00 268.16
Travelers Companies (TRV) 0.1 $203k 1.8k 113.98
Fastly Cl A (FSLY) 0.1 $203k 2.4k 85.29
Blackrock Mun Income Tr Sh Ben Int (BFK) 0.1 $199k 15k 13.27
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $172k 12k 13.91
General Electric Company 0.0 $125k 18k 6.85
Service Pptys Tr Com Sh Ben Int (SVC) 0.0 $108k 15k 7.08
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $87k 12k 7.10
Ford Motor Company (F) 0.0 $79k 13k 6.08
Mfs High Income Mun Tr Sh Ben Int (CXE) 0.0 $70k 15k 4.67