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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
73
8
6
2
3
0
52
7
1
SOUND VIEW WEALTH ADVISORS LLC

Time Period2019-03-31

Total Holdings248

Total Value ($x1000)318,983
Activities
New22

Increased78

Unchanged25

Decreased123

Sold Out4

Top 10 Stock Holdingstotal 22.1%
JNJ3.38

PG2.79

KO2.54

VZ2.5

AAPL2.23

 
INTC1.79

MSFT1.74

MCD1.72

HD1.71

PFE1.7

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
JNJ
3.38%
COM
PG
2.79%
COM
KO
2.54%
COM
VZ
2.5%
COM
AAPL
2.23%
COM
INTC
1.79%
COM
MSFT
1.74%
COM
MCD
1.72%
COM
HD
1.71%
COM
PFE
1.7%
COM
XOM
1.67%
COM
DVY
1.66%
SELECT DIVID ETF
JPM
1.5%
COM
KMB
1.42%
COM
SO
1.35%
COM
MRK
1.29%
COM
BRK.B
1.24%
CL B NEW
PM
1.22%
COM
IBDO
1.2%
IBND DEC23 ETF
MO
1.18%
COM
T
1.16%
COM
PEP
1.15%
COM
CVX
1.13%
COM
AMGN
1.12%
COM
GD
1.11%
COM
GOOG
1.08%
CAP STK CL C
IBM
1.08%
COM
AMZN
1.06%
COM
DIA
0.99%
UT SER 1
EMR
0.99%
COM
LLY
0.97%
COM
RDIV
0.95%
ULTRA DIVID REV
DEO
0.95%
SPON ADR NEW
PFF
0.93%
U.S. PFD STK ETF
IBDN
0.8%
IBND DEC22 ETF
BA
0.8%
COM
MMM
0.78%
COM
IBDM
0.78%
IBND DEC21 ETF
IWF
0.76%
RUS 1000 GRW ETF
VGT
0.72%
INF TECH ETF
AEP
0.72%
COM
CSCO
0.71%
COM
NSC
0.7%
COM
HON
0.69%
COM
VTV
0.69%
VALUE ETF
ABBV
0.68%
COM
DNP
0.68%
COM
LOW
0.65%
COM
UTX
0.65%
COM
WMT
0.64%
COM
AFL
0.64%
COM
GIS
0.64%
COM
VIG
0.62%
DIV APP ETF
IWD
0.61%
RUS 1000 VAL ETF
IBDP
0.58%
IBND DEC24 ETF
ADP
0.57%
COM
SPHQ
0.55%
S&P500 QUALITY
DIS
0.53%
COM DISNEY
AZN
0.52%
SPONSORED ADR
MUB
0.52%
NAT AMT FREE BD
VUG
0.51%
GROWTH ETF
NEE
0.5%
COM
DUK
0.48%
COM NEW
ABT
0.47%
COM
CME
0.47%
COM
RDS/B
0.45%
SPON ADR B
LVHD
0.45%
LOW DIVI ETF
TSS
0.44%
COM
ITW
0.43%
COM
CDC
0.43%
CEMP US EQ INCOM
IWB
0.42%
RUS 1000 ETF
BAC
0.39%
COM
VOO
0.39%
SHS
BMY
0.38%
COM
CMCSA
0.38%
CL A
EFA
0.38%
MSCI EAFE ETF
DLR
0.37%
COM
WRB
0.36%
COM
LMT
0.36%
COM
TMO
0.35%
COM
IBDL
0.34%
DEC 2020 CORP
UTG
0.34%
COM SH BEN INT
ORCL
0.34%
COM
DWDP
0.32%
COM
TXN
0.32%
COM
FB
0.31%
CL A
WFC
0.31%
COM
TD
0.3%
COM NEW
VEU
0.3%
ALLWRLD EX US
BAX
0.3%
COM
V
0.29%
COM CL A
BTI
0.29%
SPONSORED ADR
PAYX
0.29%
COM
GOOGL
0.28%
CAP STK CL A
REGN
0.27%
COM
PPL
0.27%
COM
VWO
0.27%
FTSE EMR MKT ETF
BDX
0.27%
COM
NNBR
0.27%
COM
PEG
0.26%
COM
PNC
0.26%
COM
MDT
0.25%
SHS
CAT
0.25%
COM
UNH
0.25%
COM
GVI
0.25%
INTRM GOV/CR ETF
D
0.24%
COM
KHC
0.24%
COM
VTR
0.23%
COM
CSB
0.23%
CEMP US SM CAP H
NOBL
0.23%
S&P 500 ARISTO
MDLZ
0.23%
CL A
USMV
0.21%
USA MIN VOL ETF
CSX
0.21%
COM
IBDQ
0.21%
IBND DEC25 ETF
WBA
0.2%
COM
NVS
0.2%
SPONSORED ADR
AXP
0.19%
COM
AVGO
0.19%
COM
EFX
0.19%
COM
ISRG
0.19%
COM NEW
CCL
0.19%
PAIRED CTF
SCHD
0.19%
US DIVIDEND EQ
QCOM
0.18%
COM
VAR
0.18%
COM
BND
0.18%
TOTAL BND MRKT
RTN
0.18%
COM NEW
ZMH
0.18%
COM
KMI
0.17%
COM
OXM
0.17%
COM
SPG
0.17%
COM
BBT
0.17%
COM
IWM
0.17%
RUSSELL 2000 ETF
WM
0.17%
COM
IVV
0.17%
CORE S&P500 ETF
MET
0.17%
COM
APD
0.17%
COM
NFLX
0.17%
COM
QQQ
0.16%
UNIT SER 1
NOC
0.16%
COM
BABA
0.16%
SPONSORED ADS
TGT
0.15%
COM
FPE
0.15%
PFD SECS INC ETF
CCI
0.15%
COM
CELG
0.15%
COM
HPT
0.15%
COM SH BEN INT
GLD
0.15%
GOLD SHS
IEFA
0.14%
CORE MSCI EAFE
CL
0.14%
COM
GE
0.14%
COM
UNP
0.14%
COM
SYY
0.14%
COM
IVOO
0.14%
MIDCP 400 IDX
COP
0.13%
COM
UL
0.13%
SPON ADR NEW
HSY
0.13%
COM
NVDA
0.13%
COM
SUB
0.12%
SHT NTLAMTFR ETF
GSK
0.12%
SPONSORED ADR
OXY
0.12%
COM
LNC
0.12%
COM
VTI
0.12%
TOTAL STK MKT
FSP
0.11%
COM
BLK
0.11%
COM
GPC
0.11%
COM
UPS
0.11%
CL B
TRV
0.11%
COM
VO
0.11%
MID CAP ETF
HCN
0.11%
COM
SPY
0.11%
TR UNIT
FII
0.11%
CL B
IBB
0.11%
NASDQ BIOTEC ETF
RDS/A
0.11%
SPONS ADR A
BP
0.11%
SPONSORED ADR
PZA
0.11%
NATL AMT MUNI
TOT
0.1%
SPONSORED ADR
SNY
0.1%
SPONSORED ADR
VCSH
0.1%
SHRT TRM CORP BD
VMC
0.1%
COM
ENB
0.1%
COM
PCN
0.1%
COM
XLV
0.1%
SBI HEALTHCARE
VFC
0.1%
COM
LRCX
0.1%
COM
CEZ
0.1%
CMP EMG MK ETF
STZ
0.1%
CL A
C
0.09%
COM NEW
ANTM
0.09%
COM
SYK
0.09%
COM
MYI
0.09%
COM
USB
0.09%
COM NEW
AON
0.09%
SHS CL A
NKE
0.09%
CL B
MTT
0.09%
COM
IAU
0.09%
ISHARES
VYM
0.09%
HIGH DIV YLD
SPYD
0.09%
SP500 HIGH DIV
HUM
0.09%
COM
BTZ
0.09%
COM
CDW
0.09%
COM
ADBE
0.09%
COM
MCO
0.08%
COM
BCE
0.08%
COM NEW
CSJ
0.08%
1-3 YR CR BD ETF
NKG
0.08%
COM
ZTS
0.08%
CL A
DE
0.08%
COM
TSM
0.08%
SPONSORED ADR
OKE
0.08%
COM
PCAR
0.08%
COM
AWK
0.08%
COM
F
0.08%
COM PAR $0.01
FDX
0.08%
COM
BIIB
0.08%
COM
MA
0.08%
CL A
IP
0.08%
COM
YUM
0.08%
COM
BFK
0.08%
BRIC ETF
CRM
0.08%
COM
WEC
0.08%
COM
CI
0.08%
COM
VRP
0.07%
VAR RATE PFD
PYPL
0.07%
COM
HAS
0.07%
COM
PHG
0.07%
NY REG SH NEW
UN
0.07%
N Y SHS NEW
STI
0.07%
COM
IWO
0.07%
RUS 2000 GRW ETF
EPD
0.07%
COM
ETE
0.07%
COM UT LTD PTN
JNK
0.07%
BRC HGH YLD BD
SNV
0.07%
COM NEW
WMB
0.07%
COM
AZO
0.07%
COM
FSS
0.07%
COM
TU
0.07%
COM
COST
0.07%
COM
HBC
0.06%
SPON ADR NEW
O
0.06%
COM
IBDR
0.06%
IBONDS DEC2026
XLE
0.06%
SBI INT-ENERGY
GM
0.06%
COM
VB
0.06%
SMALL CP ETF
RCI
0.06%
CL B
NEA
0.05%
COM
HBAN
0.05%
COM
CXE
0.02%
SH BEN INT
AEG
0.02%
NY REGISTRY SH
SIRI
0.02%
COM
FOXA
0.09%
CL A
MPC
0.07%
COM
VOD
0.07%
SPNSR ADR NO PAR
OXM
0.01%
PUT