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Sound View Wealth Advisors, LLC

13F
Sound View Wealth Advisors, LLC
Last update 2019-05-09 234 Stocks (20 new)
Value $297.00 Mil Turnover 4 %
Countries:
Sound View Wealth Advisors, LL... Top Holdings of 2019-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JNJ
Johnson & Johnson
77,067
10,773.0
+0.20%
3.630
+0.01%
0.000
+4.40%
+9.86%
376,021.1
Drug Manufacturers
PG
Procter & Gamble Co
85,637
8,910.0
-3.07%
3.000
-0.09%
0.000
-2.35%
-4.88%
369,312.3
Consumer Packaged Goods
KO
Coca-Cola Co
173,052
8,109.0
+0.45%
2.730
+0.01%
0.000
+0.03%
+13.22%
299,060.5
Beverages - Non-Alcoholic
VZ
Verizon Communications Inc
134,650
7,962.0
+1.27%
2.680
+0.03%
0.000
+0.94%
+10.18%
179,654.6
Telecommunication Services
AAPL
Apple Inc
149,712
7,109.0
+1.47%
2.390
+0.03%
0.000
+6.32%
-15.48%
3,153,550.3
Hardware
INTC
Intel Corp
106,572
5,723.0
-0.18%
1.930
0%
0.000
+8.87%
+16.91%
102,245.3
Semiconductors
MSFT
Microsoft Corp
47,140
5,560.0
-2.25%
1.870
-0.04%
0.000
+29.18%
+19.92%
3,742,360.2
Software
MCD
McDonald's Corp
28,871
5,483.0
-2.46%
1.850
-0.05%
0.000
-3.05%
+2.24%
209,518.9
Restaurants
HD
The Home Depot Inc
28,420
5,453.0
-0.45%
1.840
-0.01%
0.000
+5.05%
-3.41%
369,158.1
Retail - Cyclical
PFE
Pfizer Inc
127,859
5,430.0
+1.91%
1.830
+0.03%
0.000
+15.82%
-0.20%
145,317.9
Drug Manufacturers

Sound View Wealth Advisors, LLC's Historical Top Holdings Breakdowns

Sound View Wealth Advisors, LLC Total Holding History ($B)

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Sound View Wealth Advisors, LLC's Asset Allocation

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Sound View Wealth Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Sound View Wealth Advisors, LLC's Hypothetical Growth since 2019-03-31

Sound View Wealth Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Sound View Wealth Advisors, LLC's Holdings Heat Map

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Sound View Wealth Advisors, LLC's Holdings Bubble Chart

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