Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Sound View Wealth Advisors, Llc > Profile

Instuitional Investor - Sound View Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Sound View Wealth Advisors, Llc
Portfolio Value $318,983,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Johnson & Johnson
 JNJ 77,067 $10,773,000 3.37%
2.
Procter & Gamble Co
 PG 85,637 $8,910,000 2.79%
3.
Coca Cola Co
 KO 173,052 $8,109,000 2.54%
4.
Verizon Communications Inc
 VZ 134,650 $7,962,000 2.49%
5.
Apple Inc
 AAPL 149,712 $7,109,000 2.22%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)