Sound View Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q1 2019 - May 9, 2019
Value $
$319M
Signature - Title
James Hadaway - Compliance Officer
Location
Savannah, GA
Summary
This page shows a list of all the recent 13F filings made by Sound View Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sound View Wealth Advisors, LLC reported 248 stock holdings with total value $319M as of Q1 2019. Top holdings included JNJ, PG, KO, VZ, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2019 248 $319M +$21.5M -$8.01M +$13.5M JNJ, PG, KO, VZ, AAPL 13F-HR 5/9/2019, 09:15 AM
Q4 2018 229 $276M $0 $0 JNJ, KO, PG, VZ, AAPL 13F-HR 2/12/2019, 03:08 PM