Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sutton Wealth Advisors Inc. (CIK 1999828) reported $203.3M across 865 reported positions in its SEC 13F filing for 2023-09-30. Largest positions: SCHX ($23.8M, 11.71%), AAPL ($13.2M, 6.48%), VOO ($12.3M, 6.07%), LECO ($8.5M, 4.18%), IWB ($7.2M, 3.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB U.S. LARGE-CAP ETF | $23.8M | 11.71% | 470,392 | Added |
| 2 | AAPL | APPLE INC COM | $13.2M | 6.48% | 76,979 | Added |
| 3 | VOO | VANGUARD S&P 500 ETF | $12.3M | 6.07% | 31,419 | Added |
| 4 | LECO | LINCOLN ELEC HLDGS INC COM | $8.5M | 4.18% | 46,770 | Hold |
| 5 | IWB | ISHARES RUSSELL 1000 ETF | $7.2M | 3.55% | 30,697 | Trimmed |
| 6 | ABBV | ABBVIE INC COM | $5.7M | 2.80% | 38,197 | Added |
| 7 | IWR | ISHARES RUSSELL MIDCAP ETF | $5.4M | 2.67% | 78,343 | Added |
| 8 | DEM | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | $5.3M | 2.58% | 140,211 | New |
| 9 | IJR | ISHARES CORE S&P SMALL CAP ETF | $5.2M | 2.57% | 55,489 | Added |
| 10 | SPY | SPDR S&P 500 ETF TRUST | $4.7M | 2.31% | 10,964 | Added |
| 11 | ICF | ISHARES COHEN & STEERS REIT ETF | $4.7M | 2.30% | 93,153 | Added |
| 12 | MSFT | MICROSOFT CORP COM | $4.5M | 2.21% | 14,251 | Added |
| 13 | SCHA | SCHWAB U.S. SMALL-CAP ETF | $4.3M | 2.10% | 102,888 | Trimmed |
| 14 | JNJ | JOHNSON & JOHNSON COM | $3.4M | 1.66% | 21,638 | Trimmed |
| 15 | MCD | MCDONALDS CORP COM | $3.3M | 1.61% | 12,428 | Trimmed |
| 16 | ABT | ABBOTT LABS COM | $3.1M | 1.52% | 31,989 | Trimmed |
| 17 | BX | BLACKSTONE INC COM | $3.0M | 1.48% | 28,176 | Added |
| 18 | GOOGL | ALPHABET INC CAP STK CL A | $2.8M | 1.36% | 21,185 | Added |
| 19 | ADP | AUTOMATIC DATA PROCESSING INC COM | $2.6M | 1.30% | 11,015 | Added |
| 20 | CVX | CHEVRON CORP NEW COM | $2.4M | 1.19% | 14,322 | Added |
| 21 | JPM | JPMORGAN CHASE & CO COM | $2.2M | 1.10% | 15,408 | Added |
| 22 | HD | HOME DEPOT INC COM | $1.9M | 0.93% | 6,274 | Added |
| 23 | NVDA | NVIDIA CORPORATION COM | $1.8M | 0.90% | 4,206 | Added |
| 24 | SCHM | SCHWAB U.S. MID-CAP ETF | $1.7M | 0.85% | 25,509 | Trimmed |
| 25 | MRK | MERCK & CO INC COM | $1.6M | 0.79% | 15,680 | Added |
Source: SEC Form 13F filings · as of 2023-09-30