Sound View Wealth Advisors, LLC 13F 持仓 · 最近申报 2019年Q1
Sound View Wealth Advisors 在 2019年Q1(报告期截至 2019-03-31)的 SEC 13F 申报中报告了 248 只证券,申报市值合计 3.19 亿美元。前几大持仓:JNJ(3.38%)、PG(2.79%)、KO(2.54%)。本季前 25 大持仓中:增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | JNJ | JOHNSON & JOHNSON | $10.8M | 3.38% | 77,067 | 增持 |
| 2 | PG | PROCTER AND GAMBLE CO | $8.9M | 2.79% | 85,637 | 减持 |
| 3 | KO | COCA COLA CO | $8.1M | 2.54% | 173,052 | 增持 |
| 4 | VZ | VERIZON COMMUNICATIONS INC | $8.0M | 2.50% | 134,650 | 增持 |
| 5 | AAPL | APPLE INC | $7.1M | 2.23% | 37,428 | 增持 |
| 6 | INTC | INTEL CORP | $5.7M | 1.79% | 106,572 | 减持 |
| 7 | MSFT | MICROSOFT CORP | $5.6M | 1.74% | 47,140 | 减持 |
| 8 | MCD | MCDONALDS CORP | $5.5M | 1.72% | 28,871 | 减持 |
| 9 | HD | HOME DEPOT INC | $5.5M | 1.71% | 28,420 | 减持 |
| 10 | PFE | PFIZER INC | $5.4M | 1.70% | 127,859 | 增持 |
| 11 | XOM | EXXON MOBIL CORP | $5.3M | 1.67% | 66,106 | 减持 |
| 12 | DVY | ISHARES TR | $5.3M | 1.66% | 53,808 | 增持 |
| 13 | JPM | JPMORGAN CHASE & CO | $4.8M | 1.50% | 47,355 | 减持 |
| 14 | KMB | KIMBERLY CLARK CORP | $4.5M | 1.42% | 36,515 | 增持 |
| 15 | SO | SOUTHERN CO | $4.3M | 1.35% | 83,423 | 减持 |
| 16 | MRK | MERCK & CO INC | $4.1M | 1.29% | 49,447 | 增持 |
| 17 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.0M | 1.24% | 19,704 | 减持 |
| 18 | PM | PHILIP MORRIS INTL INC | $3.9M | 1.22% | 43,899 | 减持 |
| 19 | IBDO | ISHARES TR | $3.8M | 1.20% | 153,552 | 增持 |
| 20 | MO | ALTRIA GROUP INC | $3.8M | 1.18% | 65,436 | 增持 |
| 21 | T | AT&T INC | $3.7M | 1.16% | 117,920 | 增持 |
| 22 | PEP | PEPSICO INC | $3.7M | 1.15% | 29,931 | 减持 |
| 23 | CVX | CHEVRON CORP NEW | $3.6M | 1.13% | 29,211 | 增持 |
| 24 | AMGN | AMGEN INC | $3.6M | 1.12% | 18,732 | 增持 |
| 25 | GD | GENERAL DYNAMICS CORP | $3.5M | 1.11% | 20,828 | 增持 |
来源:SEC 13F 申报文件 · 截至 2019-03-31
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR