Sound View Wealth Advisors, LLC 13F Holdings

CIK 0001767243 · SAVANNAH, GA

As of Mar 31, 2019, Sound View Wealth Advisors, LLC reported 248 positions worth $308.5K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
JOHNSON & JOHNSONJNJHealthcare77,067 0.8K3.49%
PROCTER & GAMBLE COPGConsumer Defensive85,637$8.9K2.89%
COCA COLA COKOConsumer Defensive173,052$8.1K2.63%
VERIZON COMMUNICATIONS INCBACCommunication Services134,650$8.0K2.58%
APPLE INCAAPLTechnology37,428$7.1K2.30%
INTEL CORPINTCTechnology106,572$5.7K1.86%
MICROSOFT CORPMSFTTechnology47,140$5.6K1.80%
MCDONALDS CORPMCDConsumer Cyclical28,871$5.5K1.78%
HOME DEPOT INCHDConsumer Cyclical28,420$5.5K1.77%
PFIZER INCPFEHealthcare127,859$5.4K1.76%
EXXON MOBIL CORPXOMEnergy66,106$5.3K1.73%
ISHARES SELECT DIVIDEND ETFDVY—53,808$5.3K1.71%
JPMORGAN CHASE & COJPMFinancial Services47,355$4.8K1.55%
KIMBERLY CLARK CORPKMBConsumer Defensive36,515$4.5K1.47%
SOUTHERN COSOUtilities83,423$4.3K1.40%
MERCK & CO INCMRKHealthcare49,447$4.1K1.33%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services19,704$4.0K1.28%
PHILIP MORRIS INTERNATIONAL INCPMConsumer Defensive43,899$3.9K1.26%
ISHARES TR IBONDS DEC23 ETF——153,552$3.8K1.24%
ALTRIA GROUP INCMOEquity65,436$3.8K1.22%
AT&T INCTCommunication Services117,920$3.7K1.20%
PEPSICO INCPEPConsumer Defensive29,931$3.7K1.19%
CHEVRON CORPCHVEnergy29,211$3.6K1.17%
AMGEN INCAMGNHealthcare18,732$3.6K1.15%
GENERAL DYNAMICS CORPGDIndustrials20,828$3.5K1.14%