News + Filings Holdings
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Sound View Wealth Advisors, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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JOHNSON & JOHNSON
| JNJ | Common | 77,067 | 152 | 10,773,000 | 847,000 | 3.38 | 0.00 |
Hist
| 03/31/2019 |
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PROCTER & GAMBLE Co
| PG | Common | 85,637 | -2,712 | 8,910,000 | 789,000 | 2.79 | 0.00 |
Hist
| 03/31/2019 |
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COCA COLA CO
| KO | Common | 173,052 | 768 | 8,109,000 | -49,000 | 2.54 | 0.00 |
Hist
| 03/31/2019 |
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VERIZON COMMUNICATIONS INC
| VZ | Common | 134,650 | 1,695 | 7,962,000 | 487,000 | 2.50 | 0.00 |
Hist
| 03/31/2019 |
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Apple Inc.
| AAPL | Common | 37,428 | 542 | 7,109,000 | 1,291,000 | 2.23 | 0.00 |
Hist
| 03/31/2019 |
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INTEL CORP
| INTC | Common | 106,572 | -191 | 5,723,000 | 713,000 | 1.79 | 0.00 |
Hist
| 03/31/2019 |
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MICROSOFT CORP
| MSFT | Common | 47,140 | -1,085 | 5,560,000 | 662,000 | 1.74 | 0.00 |
Hist
| 03/31/2019 |
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MCDONALDS CORP
| MCD | Common | 28,871 | -727 | 5,483,000 | 227,000 | 1.72 | 0.00 |
Hist
| 03/31/2019 |
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HOME DEPOT, INC.
| HD | Common | 28,420 | -128 | 5,453,000 | 548,000 | 1.71 | 0.00 |
Hist
| 03/31/2019 |
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PFIZER INC
| PFE | Common | 127,859 | 2,398 | 5,430,000 | -46,000 | 1.70 | 0.00 |
Hist
| 03/31/2019 |
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EXXON MOBIL CORP
| XOM | Common | 66,106 | -956 | 5,341,000 | 768,000 | 1.67 | 0.00 |
Hist
| 03/31/2019 |
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iSHARES TRUST
| DVY | DJ SEL DIV INX | 53,808 | 2,850 | 5,283,000 | 732,000 | 1.66 | |
Hist
| 03/31/2019 |
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JPMORGAN CHASE & CO
| JPM | Common | 47,355 | -1,554 | 4,794,000 | 20,000 | 1.50 | 0.00 |
Hist
| 03/31/2019 |
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KIMBERLY CLARK CORP
| KMB | Common | 36,515 | 364 | 4,524,000 | 405,000 | 1.42 | 0.01 |
Hist
| 03/31/2019 |
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SOUTHERN CO
| SO | Common | 83,423 | -9 | 4,311,000 | 647,000 | 1.35 | 0.01 |
Hist
| 03/31/2019 |
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Merck & Co., Inc.
| MRK | COM | 49,447 | 1,629 | 4,113,000 | 459,000 | 1.29 | 0.00 |
Hist
| 03/31/2019 |
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BERKSHIRE HATHAWAY INC
| BRK/B | Common | 19,704 | -905 | 3,958,000 | -250,000 | 1.24 | |
Hist
| 03/31/2019 |
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Philip Morris International Inc.
| PM | Common | 43,899 | -460 | 3,880,000 | 919,000 | 1.22 | 0.00 |
Hist
| 03/31/2019 |
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iSHARES TRUST
| IBDO | Common | 153,552 | 111,328 | 3,840,000 | 2,819,000 | 1.20 | |
Hist
| 03/31/2019 |
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ALTRIA GROUP, INC.
| MO | Common | 65,436 | 361 | 3,758,000 | 544,000 | 1.18 | 0.00 |
Hist
| 03/31/2019 |
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AT&T CORP
| T | Common | 117,920 | 7,501 | 3,698,000 | 547,000 | 1.16 | |
Hist
| 03/31/2019 |
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PEPSICO INC
| PEP | Common | 29,931 | -13 | 3,668,000 | 360,000 | 1.15 | 0.00 |
Hist
| 03/31/2019 |
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CHEVRON CORP
| CVX | Common | 29,211 | 618 | 3,598,000 | 487,000 | 1.13 | 0.00 |
Hist
| 03/31/2019 |
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AMGEN INC
| AMGN | Common | 18,732 | 990 | 3,559,000 | 105,000 | 1.12 | 0.00 |
Hist
| 03/31/2019 |
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GENERAL DYNAMICS CORP
| GD | Common | 20,828 | 80 | 3,526,000 | 264,000 | 1.11 | 0.01 |
Hist
| 03/31/2019 |
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Alphabet Inc.
| GOOG | COM | 2,945 | 85 | 3,455,000 | 493,000 | 1.08 | 0.00 |
Hist
| 03/31/2019 |
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INTERNATIONAL BUSINESS MACHINES CORP
| IBM | Common | 24,352 | -1,348 | 3,436,000 | 515,000 | 1.08 | 0.00 |
Hist
| 03/31/2019 |
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AMAZON COM INC
| AMZN | Common | 1,899 | 65 | 3,382,000 | 627,000 | 1.06 | 0.00 |
Hist
| 03/31/2019 |
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SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
| DIA | | 12,243 | 1,912 | 3,172,000 | 763,000 | 0.99 | |
Hist
| 03/31/2019 |
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EMERSON ELECTRIC CO
| EMR | Common | 46,110 | -720 | 3,157,000 | 359,000 | 0.99 | 0.01 |
Hist
| 03/31/2019 |
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ELI LILLY & Co
| LLY | Common | 23,885 | -80 | 3,099,000 | 326,000 | 0.97 | 0.00 |
Hist
| 03/31/2019 |
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STURDIVANT DONALD W
| RDIV | ETF | 80,355 | 13,212 | 3,045,000 | 797,000 | 0.95 | |
Hist
| 03/31/2019 |
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DIAGEO PLC
| DEO | SPON ADR NEW | 18,440 | -186 | 3,017,000 | 376,000 | 0.95 | |
Hist
| 03/31/2019 |
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iSHARES TRUST
| PFF | OPTIONS | 81,150 | 8,496 | 2,966,000 | 479,000 | 0.93 | |
Hist
| 03/31/2019 |
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iSHARES TRUST
| IBDN | Common | 102,856 | 61,753 | 2,562,000 | 1,569,000 | 0.80 | |
Hist
| 03/31/2019 |
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