Sound View Wealth Advisors, LLC [Rocket]

Holdings

Sound View Wealth Advisors, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
iSHARES TRUST	IBDO	Common	153,552	111,328	3,840,000	2,819,000	1.20		Hist	03/31/2019
iSHARES TRUST	IBDN	Common	102,856	61,753	2,562,000	1,569,000	0.80		Hist	03/31/2019
iSHARES TRUST	IBDM	Common	100,506	58,850	2,485,000	1,470,000	0.78		Hist	03/31/2019
Apple Inc.	AAPL	Common	37,428	542	7,109,000	1,291,000	2.23	0.00	Hist	03/31/2019
iSHARES TRUST	IBDP	Common	74,190	45,802	1,846,000	1,168,000	0.58		Hist	03/31/2019
JOHNSON & JOHNSON	JNJ	Common	77,067	152	10,773,000	847,000	3.38	0.00	Hist	03/31/2019
STURDIVANT DONALD W	RDIV	ETF	80,355	13,212	3,045,000	797,000	0.95		Hist	03/31/2019
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST	DIA		12,243	1,912	3,172,000	763,000	0.99		Hist	03/31/2019
iSHARES TRUST	DVY	DJ SEL DIV INX	53,808	2,850	5,283,000	732,000	1.66		Hist	03/31/2019
MUBADALA INFRASTRUCTURE PARTNERS LP	MUB	ETF	14,862	6,000	1,653,000	687,000	0.52		Hist	03/31/2019
VANGUARD INDEX FUNDS	VGT	Common	11,501	1,792	2,307,000	687,000	0.72		Hist	03/31/2019
VANGUARD SPECIALIZED FUNDS	VIG	Common	18,011	4,340	1,975,000	636,000	0.62		Hist	03/31/2019
AMAZON COM INC	AMZN	Common	1,899	65	3,382,000	627,000	1.06	0.00	Hist	03/31/2019
AT&T CORP	T	Common	117,920	7,501	3,698,000	547,000	1.16		Hist	03/31/2019
ALTRIA GROUP, INC.	MO	Common	65,436	361	3,758,000	544,000	1.18	0.00	Hist	03/31/2019
Alphabet Inc.	GOOG	COM	2,945	85	3,455,000	493,000	1.08	0.00	Hist	03/31/2019
CHEVRON CORP	CVX	Common	29,211	618	3,598,000	487,000	1.13	0.00	Hist	03/31/2019
VERIZON COMMUNICATIONS INC	VZ	Common	134,650	1,695	7,962,000	487,000	2.50	0.00	Hist	03/31/2019
iSHARES TRUST	PFF	OPTIONS	81,150	8,496	2,966,000	479,000	0.93		Hist	03/31/2019
iSHARES TRUST	IBDQ	Common	26,872	18,162	668,000	462,000	0.21		Hist	03/31/2019
Merck & Co., Inc.	MRK	COM	49,447	1,629	4,113,000	459,000	1.29	0.00	Hist	03/31/2019
DNP SELECT INCOME FUND INC	DNP	Common	186,963	23,465	2,156,000	456,000	0.68		Hist	03/31/2019
NORFOLK SOUTHERN CORP	NSC	Common	12,018	20	2,246,000	452,000	0.70	0.00	Hist	03/31/2019
iSHARES TRUST	IWF	Common	16,106	892	2,438,000	446,000	0.76		Hist	03/31/2019
KIMBERLY CLARK CORP	KMB	Common	36,515	364	4,524,000	405,000	1.42	0.01	Hist	03/31/2019
BAT INDUSTRIES PLC /FI	BTI	Common	21,995	3,108	918,000	316,000	0.29		Hist	03/31/2019
INVESCO QQQ TRUST, SERIES 1	QQQ	ETF	2,924	1,420	525,000	293,000	0.16		Hist	03/31/2019
VANGUARD INDEX FDS SANDP 500 ETF	VOO	STOCK	4,745	632	1,232,000	287,000	0.39		Hist	03/31/2019
Vanguard Growth ETF	VUG	ETF	10,481	330	1,640,000	276,000	0.51		Hist	03/31/2019
KINDER MORGAN, INC.	KMI	COM	27,806	9,101	556,000	268,000	0.17	0.00	Hist	03/31/2019
GENERAL DYNAMICS CORP	GD	Common	20,828	80	3,526,000	264,000	1.11	0.01	Hist	03/31/2019
iSHARES TRUST	IBDL	Common	43,590	10,061	1,100,000	262,000	0.34		Hist	03/31/2019
CATERPILLAR INC	CAT	Common	5,855	1,391	793,000	226,000	0.25	0.00	Hist	03/31/2019
DIGITAL REALTY TRUST, INC.	DLR	Common	9,931	958	1,182,000	226,000	0.37	0.00	Hist	03/31/2019
AFLAC INC	AFL	Common	40,798	344	2,040,000	197,000	0.64	0.01	Hist	03/31/2019
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