Sound View Wealth Advisors Group, LLC Q4 2019 Filing
Filed January 27, 2020
Portfolio Value
$354.3M
Holdings
238
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (238 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $9.8M |
JNJJOHNSON & JOHNSON | $9.6M |
BACVERIZON COMMUNICATIONS INC | $7.8M |
IAUISHARES TR | $7.8M |
MSFTMICROSOFT CORP | $7.1M |
PGPROCTER & GAMBLE CO | $6.8M |
IAUISHARES TR | $6.1M |
JPMJPMORGAN CHASE & CO | $6.1M |
KOCOCA COLA CO | $6.1M |
HDHOME DEPOT INC | $6.1M |
AQLTISHARES TR | $5.7M |
—ISHARES TR | $5.6M |
INTCINTEL CORP | $5.5M |
IBDPISHARES TR | $5.5M |
RDIVINVESCO EXCHNG TRADED FD TR | $5.2M |
MCDMCDONALDS CORP | $5.1M |
SOSOUTHERN CO | $4.8M |
KMBKIMBERLY CLARK CORP | $4.7M |
MRKMERCK & CO INC | $4.7M |
PFEPFIZER INC | $4.7M |
PFFISHARES TR | $4.5M |
VIGVANGUARD GROUP | $4.5M |
DONSPDR DOW JONES INDL AVRG ETF | $4.2M |
AMGNAMGEN INC | $4.2M |
CVXCHEVRON CORP NEW | $4.0M |
XOMEXXON MOBIL CORP | $4.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $3.9M |
ABBVABBVIE INC | $3.9M |
PEPPEPSICO INC | $3.7M |
TAT&T INC | $3.7M |
SCHXSCHWAB STRATEGIC TR | $3.6M |
VGTVANGUARD WORLD FDS | $3.5M |
—ISHARES TR | $3.4M |
IWFISHARES TR | $3.4M |
AMZNAMAZON COM INC | $3.4M |
GOOGALPHABET INC | $3.3M |
EMREMERSON ELEC CO | $3.3M |
DNPDNP SELECT INCOME FD | $3.3M |
GDGENERAL DYNAMICS CORP | $3.1M |
LLYLILLY ELI & CO | $3.0M |
DEODIAGEO P L C | $3.0M |
IBMINTERNATIONAL BUSINESS MACHS | $2.8M |
USMVISHARES TR | $2.7M |
SCHDSCHWAB STRATEGIC TR | $2.5M |
VTVVANGUARD INDEX FDS | $2.5M |
MOALTRIA GROUP INC | $2.5M |
VOOVANGUARD INDEX FDS | $2.4M |
AEPAMERICAN ELEC PWR CO INC | $2.4M |
WMTWALMART INC | $2.4M |
DISDISNEY WALT CO | $2.3M |
4I1PHILIP MORRIS INTL INC | $2.2M |
GPNGLOBAL PMTS INC | $2.2M |
UTXZUNITED TECHNOLOGIES CORP | $2.2M |
AFLAFLAC INC | $2.1M |
NOBLPROSHARES TR | $2.1M |
IBDQISHARES TR | $2.0M |
MUBISHARES TR | $2.0M |
GISGENERAL MLS INC | $2.0M |
NEENEXTERA ENERGY INC | $1.9M |
ADPAUTOMATIC DATA PROCESSING IN | $1.9M |
MMM3M CO | $1.8M |
AQLTISHARES TR | $1.8M |
HONHONEYWELL INTL INC | $1.8M |
VHTVANGUARD WORLD FDS | $1.7M |
BMYBRISTOL MYERS SQUIBB CO | $1.6M |
CSCOCISCO SYS INC | $1.6M |
BABOEING CO | $1.6M |
ABTABBOTT LABS | $1.6M |
ITWILLINOIS TOOL WKS INC | $1.5M |
BACBANK AMER CORP | $1.5M |
DUKDUKE ENERGY CORP NEW | $1.5M |
VUGVANGUARD INDEX FDS | $1.5M |
NDQINVESCO QQQ TR | $1.5M |
CMECME GROUP INC | $1.5M |
FQIDIGITAL RLTY TR INC | $1.4M |
IWDISHARES TR | $1.4M |
WRBBERKLEY W R CORP | $1.4M |
CMCSACOMCAST CORP NEW | $1.4M |
IVOOVANGUARD ADMIRAL FDS INC | $1.4M |
AZNASTRAZENECA PLC | $1.4M |
GOOGLALPHABET INC | $1.3M |
GSLCGOLDMAN SACHS ETF TR | $1.3M |
KMIKINDER MORGAN INC DEL | $1.3M |
VVISA INC | $1.3M |
TXNTEXAS INSTRS INC | $1.2M |
METAFACEBOOK INC | $1.1M |
UTGREAVES UTIL INCOME FD | $1.1M |
SPHQINVESCO EXCHANGE TRADED FD T | $1.1M |
TMOTHERMO FISHER SCIENTIFIC INC | $1.1M |
VWOVANGUARD INTL EQUITY INDEX F | $1.1M |
LMTLOCKHEED MARTIN CORP | $1.0M |
UNHUNITEDHEALTH GROUP INC | $992K |
PNCPNC FINL SVCS GROUP INC | $985K |
SPGSIMON PPTY GROUP INC NEW | $983K |
R6C2ROYAL DUTCH SHELL PLC | $927K |
MDTMEDTRONIC PLC | $922K |
NNBRNN INC | $908K |
QCOMQUALCOMM INC | $908K |
BAXBAXTER INTL INC | $879K |
AXPAMERICAN EXPRESS CO | $870K |
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