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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Kraft Heinz Co
| KHC | COM | 23,352 | -7,028 | 762,000 | -546,000 | 0.24 | 0.00 |
Hist
| 03/31/2019 |
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CME GROUP INC.
| CME | Common | 9,135 | -959 | 1,503,000 | -396,000 | 0.47 | |
Hist
| 03/31/2019 |
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BIOGEN INC.
| BIIB | Common | 1,047 | -651 | 247,000 | -264,000 | 0.08 | 0.00 |
Hist
| 03/31/2019 |
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OXFORD INDUSTRIES INC
| OXM | COM STK | 7,333 | -4,000 | 552,000 | -253,000 | 0.17 | 0.04 |
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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iSHARES TRUST
| GVI | Common | 7,160 | -1,917 | 789,000 | -193,000 | 0.25 | |
Hist
| 03/31/2019 |
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VANGUARD BOND INDEX FUNDS
| BND | Common | 7,023 | -2,035 | 570,000 | -147,000 | 0.18 | |
Hist
| 03/31/2019 |
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BlackRock Funds III
| CSJ | Common | 5,046 | -2,408 | 267,000 | -118,000 | 0.08 | |
Hist
| 03/31/2019 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VEU | ETF | 19,177 | -4,227 | 962,000 | -105,000 | 0.30 | |
Hist
| 03/31/2019 |
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CARNIVAL CORP
| CCL | UNIT | 11,991 | -2,110 | 608,000 | -87,000 | 0.19 | |
Hist
| 03/31/2019 |
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DuPont de Nemours, Inc.
| DWDP | Common Stock | 19,422 | -1,482 | 1,035,000 | -83,000 | 0.32 | 0.00 |
Hist
| 03/31/2019 |
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ASTRAZENECA PLC
| AZN | SPONSORED ADR | 40,983 | -4,677 | 1,657,000 | -77,000 | 0.52 | |
Hist
| 03/31/2019 |
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TORONTO DOMINION BANK
| TD | Common | 17,871 | -3,183 | 971,000 | -76,000 | 0.30 | 0.00 |
Hist
| 03/31/2019 |
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HSBC HOLDINGS PLC
| HBC | Common | 5,090 | -1,532 | 207,000 | -65,000 | 0.06 | |
Hist
| 03/31/2019 |
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LOCKHEED MARTIN CORP
| LMT | Common | 3,812 | -768 | 1,144,000 | -55,000 | 0.36 | 0.00 |
Hist
| 03/31/2019 |
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UNITEDHEALTH GROUP INC
| UNH | Common | 3,196 | -183 | 790,000 | -52,000 | 0.25 | 0.00 |
Hist
| 03/31/2019 |
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CIGNA CORP
| CI | Com | 1,494 | -8 | 240,000 | -45,000 | 0.08 | 0.00 |
Hist
| 03/31/2019 |
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Sanofi
| SNY | Common | 7,434 | -1,143 | 329,000 | -43,000 | 0.10 | |
Hist
| 03/31/2019 |
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HUNTINGTON BANCSHARES INC /MD/
| HBAN | Common | 11,494 | -4,078 | 146,000 | -40,000 | 0.05 | 0.00 |
Hist
| 03/31/2019 |
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TRUIST FINANCIAL CORP
| BBT | Common | 11,727 | -1,767 | 546,000 | -39,000 | 0.17 | 0.00 |
Hist
| 03/31/2019 |
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FORD MOTOR CO
| F | Common | 28,267 | -7,904 | 248,000 | -29,000 | 0.08 | 0.00 |
Hist
| 03/31/2019 |
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HUMANA INC
| HUM | Common | 1,036 | -22 | 276,000 | -27,000 | 0.09 | 0.00 |
Hist
| 03/31/2019 |
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Shell plc
| RDS.B | ADR | 22,640 | -1,968 | 1,448,000 | -27,000 | 0.45 | |
Hist
| 03/31/2019 |
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General Motors Co
| GM | Common | 5,464 | -1,403 | 203,000 | -27,000 | 0.06 | 0.00 |
Hist
| 03/31/2019 |
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SELECT SECTOR SPDR TR SBI INT-ENERGY
| XLE | OPTION | 3,075 | -885 | 203,000 | -24,000 | 0.06 | |
Hist
| 03/31/2019 |
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Zoetis Inc.
| ZTS | COM | 2,636 | -646 | 265,000 | -16,000 | 0.08 | |
Hist
| 03/31/2019 |
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METLIFE INC
| MET | Common | 12,623 | -855 | 537,000 | -16,000 | 0.17 | 0.00 |
Hist
| 03/31/2019 |
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ENBRIDGE INC
| ENB | COM | 8,739 | -1,933 | 317,000 | -15,000 | 0.10 | 0.00 |
Hist
| 03/31/2019 |
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AEGON NV
| AEG | Common | 11,814 | -2,771 | 57,000 | -11,000 | 0.02 | 0.00 |
Hist
| 03/31/2019 |
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OCCIDENTAL PETROLEUM CORP /DE/
| OXY | Common | 5,684 | -626 | 376,000 | -11,000 | 0.12 | 0.00 |
Hist
| 03/31/2019 |
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Victory Portfolios II
| CEZ | Common | 11,896 | -1,169 | 306,000 | -10,000 | 0.10 | |
Hist
| 03/31/2019 |
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Ventas, Inc.
| VTR | Common | 11,645 | -1,169 | 743,000 | -8,000 | 0.23 | 0.00 |
Hist
| 03/31/2019 |
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UNITED PARCEL SERVICE INC
| UPS | Common | 3,126 | -480 | 349,000 | -3,000 | 0.11 | |
Hist
| 03/31/2019 |
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VANGUARD SCOTTSDALE FUNDS
| VCSH | Common | 4,094 | -112 | 327,000 | -1,000 | 0.10 | |
Hist
| 03/31/2019 |
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TRAVELERS COMPANIES, INC.
| TRV | Common | 2,543 | -369 | 349,000 | 0 | 0.11 | 0.00 |
Hist
| 03/31/2019 |
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