Sutton Wealth Advisors Inc. Purchases in Q3 2023

Sutton Wealth Advisors Inc.

  • $203 Billion
  • Q3 2023
Stock Shares change Price Range Shares Held Trade History
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
140K
New
$37.23 - $40.83 $5.22M - $5.72M
140K $5.26B
ABBV
Abb Vie Inc.

Healthcare
390
+ 1.03%
$133.59 - $154.65 $52.1K - $60.3K
38.2K $5.69B
BX
Blackstone Inc.

Financial Services
1.17K
+ 4.33%
$91.91 - $115.12 $108K - $135K
28.2K $3.02B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
15.2K
+ 51.08%
$27.06 - $27.91 $412K - $425K
45K $1.22B
GOOGL
Alphabet Inc.

Communication Services
526
+ 2.55%
$116.45 - $138.21 $61.3K - $72.7K
21.2K $2.77B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.04K
+ 136.29%
$246.15 - $272.4 $257K - $284K
1.81K $451M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.84K
+ 28.01%
$75.83 - $79.4 $291K - $305K
17.5K $1.33B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.71K
+ 5.75%
$392.7 - $420.68 $670K - $718K
31.4K $12.3B
ADP
Automatic Data Processing Inc

Industrials
21
+ 0.19%
$218.73 - $255.75 $4.59K - $5.37K
11K $2.65B
PJUL
Innovator U.S. Equity Power Bu

ETFs
5.88K
+ 88.98%
$33.63 - $34.86 $198K - $205K
12.5K $421M
CVX
Chevron Corp

Energy
118
+ 0.83%
$152.88 - $171.04 $18K - $20.2K
14.3K $2.41B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.69K
+ 9.22%
$92.9 - $105.16 $435K - $493K
55.5K $5.23B
Kenvue Inc Com
6.28K
New
N/A
6.28K $126M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.11K
+ 826.12%
$112.76 - $116.14 $125K - $129K
1.24K $140M
GOOG
Alphabet Inc.

Communication Services
270
+ 3.33%
$116.87 - $138.99 $31.6K - $37.5K
8.38K $1.11B
XOM
Exxon Mobil Corp

Energy
748
+ 25.15%
$100.92 - $120.2 $75.5K - $89.9K
3.72K $438M
D
Dominion Energy, Inc

Utilities
2.67K
+ 682.1%
$44.14 - $54.45 $118K - $145K
3.06K $137M
NVDA
Nvidia Corp

Technology
152
+ 3.75%
$408.55 - $493.55 $62.1K - $75K
4.21K $1.83B
CAT
Caterpillar Inc

Industrials
41
+ 1.34%
$240.58 - $288.65 $9.86K - $11.8K
3.11K $848M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
113
+ 3.79%
$340.9 - $370.48 $38.5K - $41.9K
3.09K $1.08B
AMZN
Amazon Com Inc

Consumer Cyclical
702
+ 8.64%
$125.98 - $144.85 $88.4K - $102K
8.83K $1.12B
META
Meta Platforms, Inc.

Communication Services
97
+ 4.25%
$283.25 - $325.48 $27.5K - $31.6K
2.38K $714M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
2.39K
+ 233.11%
$24.29 - $24.48 $58K - $58.4K
3.41K $83.1M
AMGN
Amgen Inc

Healthcare
52
+ 6.26%
$218.65 - $271.46 $11.4K - $14.1K
883 $237M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.17K
New
$23.28 - $23.6 $50.5K - $51.2K
2.17K $50.6M
PSX
Phillips 66

Energy
16
+ 0.67%
$95.4 - $124.28 $1.53K - $1.99K
2.41K $289M
JPM
Jpmorgan Chase & CO

Financial Services
361
+ 2.4%
$143.21 - $158.0 $51.7K - $57K
15.4K $2.23B
UNH
Unitedhealth Group Inc

Healthcare
35
+ 2.91%
$447.75 - $510.93 $15.7K - $17.9K
1.24K $624M
TSLA
Tesla, Inc.

Consumer Cyclical
223
+ 20.38%
$215.49 - $293.34 $48.1K - $65.4K
1.32K $330M
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
1.56K
New
$24.53 - $24.74 $38.2K - $38.5K
1.56K $38.5M
V
Visa Inc.

Financial Services
242
+ 9.61%
$229.5 - $248.11 $55.5K - $60K
2.76K $635M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.43K
New
$23.94 - $24.67 $34.1K - $35.2K
1.43K $34.3M
PANW
Palo Alto Networks Inc

Technology
20
+ 2.69%
$207.57 - $257.88 $4.15K - $5.16K
763 $179M
SHW
Sherwin Williams CO

Basic Materials
102
+ 110.87%
$250.62 - $280.9 $25.6K - $28.7K
194 $49.5M
COST
Costco Wholesale Corp

Consumer Defensive
26
+ 6.62%
$525.05 - $568.63 $13.7K - $14.8K
419 $236M
COP
Conocophillips

Energy
64
+ 6.14%
$100.34 - $124.5 $6.42K - $7.97K
1.11K $132M
IRM
Iron Mountain Inc

Real Estate
42
+ 1.28%
$57.27 - $64.02 $2.41K - $2.69K
3.34K $198M
XLG
Invesco Exchange Traded Fd Tr

ETFs
7.32K
+ 900.0%
$33.8 - $354.35 $247K - $2.59M
8.13K $276M
ADBE
Adobe Inc.

Technology
25
+ 5.18%
$481.29 - $564.88 $12K - $14.1K
508 $259M
AFL
Aflac Inc

Financial Services
30
+ 1.11%
$69.57 - $77.95 $2.09K - $2.34K
2.74K $210M
INTC
Intel Corp

Technology
25
+ 0.26%
$31.85 - $38.86 $796 - $972
9.56K $340M
MA
Mastercard Inc

Financial Services
44
+ 6.04%
$388.68 - $417.13 $17.1K - $18.4K
773 $306M
CI
Cigna Corp

Healthcare
13
+ 0.48%
$268.69 - $299.4 $3.49K - $3.89K
2.73K $780M
WMT
Walmart Inc.

Consumer Defensive
77
+ 3.59%
$153.49 - $165.25 $11.8K - $12.7K
2.22K $355M
CMCSA
Comcast Corp

Communication Services
256
+ 10.61%
$41.21 - $47.12 $10.5K - $12.1K
2.67K $118M
SLB
Schlumberger Limited

Energy
115
+ 9.76%
$49.12 - $62.1 $5.65K - $7.14K
1.29K $75.4M
ACN
Accenture PLC

Technology
44
+ 30.56%
$300.77 - $328.2 $13.2K - $14.4K
188 $57.7M
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 44.44%
$2632.69 - $3243.01 $10.5K - $13K
13 $40.1M
INTU
Intuit Inc

Technology
18
+ 17.31%
$448.19 - $553.61 $8.07K - $9.96K
122 $62.3M
Activity Summary
Buys All Purchases 398 New Holdings 35 Increased Positions 363 Sells All Sells 166 Reductions 138 Sold out 28 Options Calls 0 Puts 0
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