Holdings Channel
Size ($ in 1000's)
At 03/31/2019: $318,983
At 12/31/2018: $275,894

Sound View Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sound View Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings

Sound View Wealth Advisors LLC Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
JOHNSON & JOHNSON 77,067 +152 $10,773
     JNJ77,067+152$10,773
PROCTER AND GAMBLE CO 85,637 -2,712 $8,910
     PG85,637-2,712$8,910
COCA COLA CO 173,052 +768 $8,109
     KO173,052+768$8,109
VERIZON COMMUNICATIONS INC 134,650 +1,695 $7,962
     VZ134,650+1,695$7,962
APPLE INC 37,428 +542 $7,109
     AAPL37,428+542$7,109
INTEL CORP 106,572 -191 $5,723
     INTC106,572-191$5,723
MICROSOFT CORP 47,140 -1,085 $5,560
     MSFT47,140-1,085$5,560
MCDONALDS CORP 28,871 -727 $5,483
     MCD28,871-727$5,483
HOME DEPOT INC 28,420 -128 $5,453
     HD28,420-128$5,453
PFIZER INC 127,859 +2,398 $5,430
     PFE127,859+2,398$5,430
EXXON MOBIL CORP 66,106 -956 $5,341
     XOM66,106-956$5,341
ISHARES TR (DVY) 53,808 +2,850 $5,283
     DVY53,808+2,850$5,283
JPMORGAN CHASE & CO 47,355 -1,554 $4,794
     JPM47,355-1,554$4,794
KIMBERLY CLARK CORP 36,515 +364 $4,524
     KMB36,515+364$4,524
SOUTHERN CO 83,423 -9 $4,311
     SO83,423-9$4,311
MERCK & CO INC 49,447 +1,629 $4,113
     MRK49,447+1,629$4,113
BERKSHIRE HATHAWAY INC DEL      $3,958
     BRK.B19,704-905$3,958
PHILIP MORRIS INTL INC 43,899 -460 $3,880
     PM43,899-460$3,880
ISHARES TR (IBDO) 153,552 +111,328 $3,840
     IBDO153,552+111,328$3,840
ALTRIA GROUP INC 65,436 +361 $3,758
     MO65,436+361$3,758
AT&T INC 117,920 +7,501 $3,698
     T117,920+7,501$3,698
PEPSICO INC 29,931 -13 $3,668
     PEP29,931-13$3,668
CHEVRON CORP NEW 29,211 +618 $3,598
     CVX29,211+618$3,598
AMGEN INC 18,732 +990 $3,559
     AMGN18,732+990$3,559
GENERAL DYNAMICS CORP 20,828 +80 $3,526
     GD20,828+80$3,526
ALPHABET INC 2,945 +85 $3,455
     GOOG2,945+85$3,455
INTERNATIONAL BUSINESS MACHS 24,352 -1,348 $3,436
     IBM24,352-1,348$3,436
AMAZON COM INC 1,899 +65 $3,382
     AMZN1,899+65$3,382
SPDR DOW JONES INDL AVRG ETF (DIA) 12,243 +1,912 $3,172
     DIA12,243+1,912$3,172
EMERSON ELEC CO 46,110 -720 $3,157
     EMR46,110-720$3,157
LILLY ELI & CO 23,885 -80 $3,099
     LLY23,885-80$3,099
OPPENHEIMER ETF TR (RDIV) 80,355 +13,212 $3,045
     RDIV80,355+13,212$3,045
DIAGEO P L C 18,440 -186 $3,017
     DEO18,440-186$3,017
ISHARES TR (PFF) 81,150 +8,496 $2,966
     PFF81,150+8,496$2,966
ISHARES TR (IBDN) 102,856 +61,753 $2,562
     IBDN102,856+61,753$2,562
BOEING CO 6,706 -70 $2,558
     BA6,706-70$2,558
3M CO 11,984 -286 $2,490
     MMM11,984-286$2,490
ISHARES TR (IBDM) 100,506 +58,850 $2,485
     IBDM100,506+58,850$2,485
ISHARES TR (IWF) 16,106 +892 $2,438
     IWF16,106+892$2,438
VANGUARD WORLD FDS (VGT) 11,501 +1,792 $2,307
     VGT11,501+1,792$2,307
AMERICAN ELEC PWR CO INC 27,298 -535 $2,286
     AEP27,298-535$2,286
CISCO SYS INC 42,110 -3,366 $2,274
     CSCO42,110-3,366$2,274
NORFOLK SOUTHERN CORP 12,018 +20 $2,246
     NSC12,018+20$2,246
HONEYWELL INTL INC 13,855 -576 $2,202
     HON13,855-576$2,202
VANGUARD INDEX FDS (VTV) 20,321 -1,231 $2,187
     VTV20,321-1,231$2,187
ABBVIE INC 27,046 +3,303 $2,180
     ABBV27,046+3,303$2,180
DNP SELECT INCOME FD 186,963 +23,465 $2,156
     DNP186,963+23,465$2,156
LOWES COS INC 18,985 -183 $2,078
     LOW18,985-183$2,078
UNITED TECHNOLOGIES CORP 16,011 -506 $2,064
     UTX16,011-506$2,064
WALMART INC 20,938 -357 $2,042
     WMT20,938-357$2,042

See Full List: All Stocks Held By Sound View Wealth Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Sound View Wealth Advisors LLC

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