SV
Sound View Wealth Advisors, LLC Historical SEC 13F Holdings & Archive (Q1 2019)
Sound View Wealth Advisors, LLCCIK: 0001767243
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$319.0M
Reporting period: 2019-03-31 · Number of holdings: 248
Sound View Wealth Advisors, LLC disclosed 248 holdings in its latest 13F filing for the period ending 2019-03-31, with total reported value of $319.0M and a quarterly turnover rate of 17.3%.
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Personality snowflake
- Concentration
- 4.24
- Portfolio Stability
- 17.25
- Momentum
- 100
- Sector conviction
- 44.94
- Diversification
- 100
- Sizing Uniformity
- 87.2
Sound View Wealth Advisors, LLC's disclosed holdings carry a Herfindahl concentration index of 0.011 — mathematically equivalent to about 94 equally-sized positions, well below its 248 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.28), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 52% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd TLT
+263.7% $2.8M
Add 46434VBA7
+150.2% $1.6M
Add 46434VBK5
+141.3% $1.5M
Add IBDP
+161.3% $1.2M
Trim KHC
-23.1% -$546.0K
Trim JNJ
+0.2% $847.0K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 248 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.38% | -0.22% | +0.20% | |
| 2 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.79% | -0.15% | -3.07% | |
| 3 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.54% | — | +0.45% | |
| 4 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.50% | -0.21% | +1.27% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.23% | +0.12% | +1.47% | |
| 6 | INTC | Intel CORP | Stock-Tech | 1.79% | -0.03% | -0.18% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.74% | -0.04% | -2.25% | |
| 8 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.72% | — | -2.46% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 1.71% | -0.07% | -0.45% | |
| 10 | PFE | Pfizer Inc | Stock-Healthcare | 1.70% | — | +1.91% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 1.67% | +0.01% | -1.43% | |
| 12 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.66% | +0.01% | +5.59% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.50% | — | -3.18% | |
| 14 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.42% | -0.07% | +1.01% | |
| 15 | SO | Southern Co/the | Stock-Utilities | 1.35% | +0.02% | -0.01% | |
| 16 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.29% | -0.03% | +3.41% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.24% | — | -4.39% | |
| 18 | PM | Philip Morris International | Stock-Consumer Staples | 1.22% | +0.15% | -1.04% | |
| 19 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 1.20% | +0.83% | +263.66% | |
| 20 | MO | Altria Group Inc | Stock-Consumer Staples | 1.18% | +0.02% | +0.55% | |
| 21 | T | At&t Inc | Stock-Comm Services | 1.16% | +0.02% | +6.79% | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.15% | -0.05% | -0.04% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 1.13% | — | +2.16% | |
| 24 | AMGN | Amgen Inc | Stock-Healthcare | 1.12% | — | +5.58% | |
| 25 | GD | General Dynamics CORP | Stock-Industrials | 1.11% | — | +0.39% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.08% | +0.01% | +2.97% | |
| 27 | IBM | Intl Business Machines CORP | Stock-Tech | 1.08% | +0.02% | -5.25% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.06% | +0.06% | +3.54% | |
| 29 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.99% | +0.12% | +18.51% | |
| 30 | EMR | Emerson Electric Co | Stock-Industrials | 0.99% | -0.02% | -1.54% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.97% | -0.04% | -0.33% | |
| 32 | OPY | Oppenheimer Holdings Inc. | Stock-Other | 0.95% | +0.14% | +19.68% | |
| 33 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.95% | -0.01% | -1.00% | |
| 34 | PFF | Ishares Preferred & Income S | ETF-Other | 0.93% | +0.03% | +11.69% | |
| 35 | ✓ | Ishares Ibonds Dec 2022 Term C | Stock-Other | 0.80% | +0.44% | +150.24% | |
| 36 | BA | Boeing Co/the | Stock-Industrials | 0.80% | +0.01% | -1.03% | |
| 37 | MMM | 3m Co | Stock-Industrials | 0.78% | — | -2.33% | |
| 38 | ✓ | Ishares Tr | Stock-Other | 0.78% | +0.41% | +141.28% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.76% | +0.04% | +5.86% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.72% | +0.13% | +18.46% | |
| 41 | AEP | American Electric Power | Stock-Utilities | 0.72% | — | -1.92% | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.71% | — | -7.40% | |
| 43 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.70% | +0.05% | +0.17% | |
| 44 | HON | Honeywell International Inc | Stock-Industrials | 0.69% | — | -3.99% | |
| 45 | VTV | Vanguard Value ETF | ETF-Other | 0.69% | — | -5.71% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.68% | — | +13.91% | |
| 47 | DNP | Dnp Select Income Fund Inc | Stock-Financials | 0.68% | +0.06% | +14.35% | |
| 48 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.65% | +0.01% | -0.95% | |
| 49 | UTXZ | United Tech CORP | Stock-Other | 0.65% | +0.01% | -3.06% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.64% | — | -1.68% |
1–50 of 200
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Sound View Wealth Advisors, LLC's most significant position changes for 2019-03-31: New buy: Proshares S&p 500 Dividend A (NOBL); New buy: Schwab US Dvd Equity ETF (SCHD); New buy: Ishares Short-term National (SUB); Add: iShares 20+ Year Treasury Bond ETF (TLT) — shares +263.66%; Add: Ishares Ibonds Dec 2022 Term C — shares +150.24%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TLT | iShares 20+ Year Treasury Bond ETF | +0.8% | +263.66% | Add |
| 2 | ✓ | Ishares Ibonds Dec 2022 Term C | +0.4% | +150.24% | Add |
| 3 | ✓ | Ishares Tr | +0.4% | +141.28% | Add |
| 4 | IBDP | Ishares Ibonds Dec 2024 Term | +0.3% | +161.34% | Add |
| 5 | MUB | Ishares National Muni Bond E | +0.2% | +67.70% | Add |
| 6 | PM | Philip Morris International | +0.2% | -1.04% | Trim |
| 7 | OPY | Oppenheimer Holdings Inc. | +0.1% | +19.68% | Add |
| 8 | IBDQ | Ishares Ibonds Dec 2025 Term | +0.1% | +208.52% | Add |
| 9 | VGT | Vanguard Info Tech ETF | +0.1% | +18.46% | Add |
| 10 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +31.75% | Add |
| 11 | AAPL | Apple Inc | +0.1% | +1.47% | Add |
| 12 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | +18.51% | Add |
| 13 | GIS | General Mills Inc | +0.1% | -0.21% | Trim |
| 14 | BTI | British American Tob-sp Adr | +0.1% | +16.46% | Add |
| 15 | AMZN | Amazon.com Inc | +0.1% | +3.54% | Add |
| 16 | DNP | Dnp Select Income Fund Inc | +0.1% | +14.35% | Add |
| 17 | NSC | Norfolk Southern CORP | +0.1% | +0.17% | Add |
| 18 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | +10.41% | Add |
| 19 | IWF | Ishares Russell 1000 Growth | 0% | +5.86% | Add |
| 20 | PFF | Ishares Preferred & Income S | 0% | +11.69% | Add |
| 21 | SO | Southern Co/the | 0% | -0.01% | Trim |
| 22 | T | At&t Inc | 0% | +6.79% | Add |
| 23 | MO | Altria Group Inc | 0% | +0.55% | Add |
| 24 | IBM | Intl Business Machines CORP | 0% | -5.25% | Trim |
| 25 | XOM | Exxon Mobil CORP | 0% | -1.43% | Trim |
| 26 | DVY | Ishares Select Dividend ETF | 0% | +5.59% | Add |
| 27 | GOOG | Alphabet Inc-cl C | 0% | +2.97% | Add |
| 28 | BA | Boeing Co/the | 0% | -1.03% | Trim |
| 29 | LOW | Lowe's Cos Inc | 0% | -0.95% | Trim |
| 30 | UTXZ | United Tech CORP | 0% | -3.06% | Trim |
| 31 | CVX | Chevron CORP | — | +2.16% | Add |
| 32 | CSCO | Cisco Systems Inc | — | -7.40% | Trim |
| 33 | HON | Honeywell International Inc | — | -3.99% | Trim |
| 34 | DEO | Diageo Plc-sponsored Adr | 0% | -1.00% | Trim |
| 35 | EMR | Emerson Electric Co | 0% | -1.54% | Trim |
| 36 | INTC | Intel CORP | 0% | -0.18% | Trim |
| 37 | MRK | Merck & Co. Inc. | 0% | +3.41% | Add |
| 38 | MSFT | Microsoft CORP | 0% | -2.25% | Trim |
| 39 | LLY | Eli Lilly & Co | 0% | -0.33% | Trim |
| 40 | PEP | Pepsico Inc | -0.1% | -0.04% | Trim |
| 41 | HD | Home Depot Inc | -0.1% | -0.45% | Trim |
| 42 | KMB | Kimberly-clark CORP | -0.1% | +1.01% | Add |
| 43 | PG | Procter & Gamble Co/the | -0.2% | -3.07% | Trim |
| 44 | VZ | Verizon Communications Inc | -0.2% | +1.27% | Add |
| 45 | JNJ | Johnson & Johnson | -0.2% | +0.20% | Add |
| 46 | CME | Cme Group Inc | -0.2% | -9.50% | Trim |
| 47 | KHC | Kraft Heinz Co/the | -0.2% | -23.13% | Trim |
| 48 | NOBL | Proshares S&p 500 Dividend A | — | NEW | New buy |
| 49 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 50 | SUB | Ishares Short-term National | — | NEW | New buy |
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Filing History
FAQ
What is Sound View Wealth Advisors, LLC and what type of investor is it?
Sound View Wealth Advisors, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2019-03-31), the firm manages a tracked equity portfolio valued at approximately $319.0M, spread across 248 disclosed positions.
What are Sound View Wealth Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Sound View Wealth Advisors, LLC's top holdings by market value are:
1. Johnson & Johnson (JNJ) — $10.8M (3.4%)
2. Procter & Gamble Co/the (PG) — $8.9M (2.8%)
3. Coca-cola Co/the (KO) — $8.1M (2.5%)
4. Verizon Communications Inc (VZ) — $8.0M (2.5%)
5. Apple Inc (AAPL) — $7.1M (2.2%)
What changes did Sound View Wealth Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, Sound View Wealth Advisors, LLC made 50 notable position adjustments: 3 new positions were initiated, 27 existing holdings were added to, 20 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Proshares S&p 500 Dividend A (NOBL); New buy: Schwab US Dvd Equity ETF (SCHD); New buy: Ishares Short-term National (SUB); Add: iShares 20+ Year Treasury Bond ETF (TLT) — shares +263.66%; Add: Ishares Ibonds Dec 2022 Term C — shares +150.24%
What sectors does Sound View Wealth Advisors, LLC focus on?
Sound View Wealth Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Health Care: 21.9%
• Information Technology: 17.5%
• Consumer Staples: 16.9%
• Communication Services: 12.4%
• Consumer Discretionary: 11.3%
• Financials: 9.2%
Investment Profile
Sound View Wealth Advisors, LLC's portfolio is broadly diversified and long-term-holding.
Its turnover score has risen from 0 to 17 over the past 1 quarters — a shift toward more active trading.
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Developer Access
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