SV
| |
Sound View Wealth Advisors, LLC13F | |
| Sound View Wealth Advisors, LLC | |
| Last update 2019-05-09 | 234 Stocks (20 new) |
| Value $297.00 Mil | Turnover 4 % |
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)
Sound View Wealth Advisors, LLC's Asset Allocation
Sound View Wealth Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
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
Size field:
Sound View Wealth Advisors, LLC's Holdings Bubble Chart
Sound View Wealth Advisors, LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers