HoldingsChannel.com
Sound View Wealth Advisors Group LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
JOHNSON & JOHNSON 64,976 -852 $8,520
     JNJ64,976-852$8,520
APPLE INC 32,369 -915 $8,231
     AAPL32,369-915$8,231
MICROSOFT CORP 49,541 +4,306 $7,813
     MSFT49,541+4,306$7,813
ISHARES TR (IBDO) 306,816 +1,197 $7,670
     IBDO306,816+1,197$7,670
VERIZON COMMUNICATIONS INC 131,486 +4,104 $7,065
     VZ131,486+4,104$7,065
ISHARES TR (IBDN) 244,318 +1,898 $6,057
     IBDN244,318+1,898$6,057
PROCTER & GAMBLE CO 54,917 +93 $6,041
     PG54,917+93$6,041
ISHARES TR (IBDM) 225,913 +997 $5,569
     IBDM225,913+997$5,569
ISHARES TR (IBDP) 214,709 -426 $5,308
     IBDP214,709-426$5,308
HOME DEPOT INC 28,288 +450 $5,282
     HD28,288+450$5,282
INTEL CORP 92,686 +259 $5,016
     INTC92,686+259$5,016
COCA COLA CO 110,218 +212 $4,877
     KO110,218+212$4,877
VANGUARD SPECIALIZED FUNDS (VIG) 42,670 +6,378 $4,412
     VIG42,670+6,378$4,412
SOUTHERN CO 81,306 +6,590 $4,402
     SO81,306+6,590$4,402
AMGEN INC 21,473 +4,128 $4,353
     AMGN21,473+4,128$4,353
KIMBERLY CLARK CORP 33,985 -394 $4,346
     KMB33,985-394$4,346
MCDONALDS CORP 25,542 -132 $4,223
     MCD25,542-132$4,223
MERCK & CO. INC 54,382 +2,396 $4,184
     MRK54,382+2,396$4,184
JPMORGAN CHASE & CO 45,666 +1,981 $4,111
     JPM45,666+1,981$4,111
AMAZON COM INC 2,003 +156 $3,905
     AMZN2,003+156$3,905
ISHARES TR (DVY) 51,976 -1,568 $3,822
     DVY51,976-1,568$3,822
PFIZER INC 114,310 -4,832 $3,731
     PFE114,310-4,832$3,731
ISHARES TR (IBDL) 140,292 +4,348 $3,537
     IBDL140,292+4,348$3,537
ABBVIE INC 45,243 +1,700 $3,447
     ABBV45,243+1,700$3,447
PEPSICO INC 28,047 +664 $3,368
     PEP28,047+664$3,368
ISHARES TR (IWF) 22,075 +2,557 $3,326
     IWF22,075+2,557$3,326
SCHWAB STRATEGIC TR 54,083 +6,770 $3,313
     SCHX54,083+6,770$3,313
SPDR DOW JONES INDL AVRG ETF (DIA) 14,509 -171 $3,181
     DIA14,509-171$3,181
LILLY ELI & CO 22,898 -138 $3,176
     LLY22,898-138$3,176
VANGUARD WORLD FDS (VGT) 14,382 +225 $3,047
     VGT14,382+225$3,047
ISHARES TR (PFF) 93,342 -27,055 $2,972
     PFF93,342-27,055$2,972
ALPHABET INC 2,541 +36 $2,955
     GOOG2,541+36$2,955
BERKSHIRE HATHAWAY INC DEL      $2,944
     BRK.B16,101-1,021$2,944
DNP SELECT INCOME FD 297,584 +41,952 $2,913
     DNP297,584+41,952$2,913
AT&T INC 95,447 +607 $2,782
     T95,447+607$2,782
INVESCO EXCHANGE TRADED FD T (RDIV) 115,792 -16,599 $2,685
     RDIV115,792-16,599$2,685
ISHARES TR (USMV) 45,666 +3,878 $2,466
     USMV45,666+3,878$2,466
SCHWAB STRATEGIC TR 54,200 +10,578 $2,438
     SCHD54,200+10,578$2,438
GENERAL DYNAMICS CORP 18,101 +530 $2,395
     GD18,101+530$2,395
CHEVRON CORP NEW 32,459 -680 $2,352
     CVX32,459-680$2,352
WALMART INC 20,653 +845 $2,347
     WMT20,653+845$2,347
INTERNATIONAL BUSINESS MACHS 20,880 +119 $2,316
     IBM20,880+119$2,316
DIAGEO P L C 17,457 -137 $2,219
     DEO17,457-137$2,219
ISHARES TR (MUB) 19,312 +1,450 $2,182
     MUB19,312+1,450$2,182
VANGUARD INDEX FDS (VTV) 22,011 +1,111 $1,960
     VTV22,011+1,111$1,960
AMERICAN ELEC PWR CO INC 24,246 -1,022 $1,939
     AEP24,246-1,022$1,939
GENERAL MLS INC 36,527 -84 $1,928
     GIS36,527-84$1,928
ISHARES TR (IBDQ) 77,182 -1,733 $1,927
     IBDQ77,182-1,733$1,927
EMERSON ELEC CO 39,672 -3,184 $1,890
     EMR39,672-3,184$1,890
NEXTERA ENERGY INC 7,820 -114 $1,882
     NEE7,820-114$1,882

See Full List: All Stocks Held By Sound View Wealth Advisors Group LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Sound View Wealth Advisors Group LLC

Size ($ in 1000's)
At 03/31/2020: $289,460
At 12/31/2019: $354,306

Sound View Wealth Advisors Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sound View Wealth Advisors Group LLC 13F filings. Link to 13F filings: SEC filings

Sound View Wealth Advisors Group LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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