Sutton Wealth Advisors Inc. Portfolio Holdings

Sutton Wealth Advisors Inc.

  • $203 Billion
  • Q3 2023

Sutton Wealth Advisors Inc. has filed its 13F form on November 08, 2023 for Q3 2023 where it was disclosed a total value porftolio of $203 Billion distributed in 865 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $23.8B, Apple Inc. with a value of $13.2B, Vanguard Index Fds S&P 500 ETF with a value of $12.3B, Lincoln Electric Holdings Inc with a value of $8.5B, and Ishares Tr Russell 1000 ETF with a value of $7.21B.

Examining the 13F form we can see an decrease of $3.04B in the current position value, from $206B to 203B. Also it can be appreciated an additional of 35 stocks purchases and 28 closed positions.

Sutton Wealth Advisors Inc. is based out at Tampa, FL

Below you can find more details about Sutton Wealth Advisors Inc. portfolio as well as his latest detailed transactions.

Portfolio value $203 Billion
ETFs: $101 Billion
Technology: $25 Billion
Healthcare: $19.8 Billion
Industrials: $15.6 Billion
Financial Services: $12.9 Billion
Consumer Cyclical: $8.97 Billion
Consumer Defensive: $5.36 Billion
Communication Services: $5.24 Billion
Other: $7.77 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$23.8 Billion 11.71% of portfolio
470,392
Q3 2023 Added 0.9%
$0
$12.3 Billion 6.07% of portfolio
31,419
Q3 2023 Added 5.75%
$0
$7.21 Billion 3.55% of portfolio
30,697
Q3 2023 Reduced 0.91%
$0
$5.43 Billion 2.67% of portfolio
78,343
Q3 2023 Added 1.14%
$0
$5.26 Billion 2.58% of portfolio
140,211
Q3 2023 New
$0
$5.23 Billion 2.57% of portfolio
55,489
Q3 2023 Added 9.22%
$0
$4.69 Billion 2.31% of portfolio
10,964
Q3 2023 Added 0.38%
$0
$4.67 Billion 2.3% of portfolio
93,153
Q3 2023 Added 4.34%
$0
$4.26 Billion 2.1% of portfolio
102,888
Q3 2023 Reduced 3.07%
$0
$1.73 Billion 0.85% of portfolio
25,509
Q3 2023 Reduced 1.39%
$0
$1.33 Billion 0.66% of portfolio
17,532
Q3 2023 Added 28.01%
$0
$1.31 Billion 0.64% of portfolio
54,648
Q3 2023 Reduced 70.63%
$0
$1.22 Billion 0.6% of portfolio
4,571
Q3 2023 Reduced 0.52%
$0
$1.22 Billion 0.6% of portfolio
11,292
Q3 2023 Reduced 0.02%
$0
$1.22 Billion 0.6% of portfolio
45,036
Q3 2023 Added 51.08%
$0
$1.12 Billion 0.55% of portfolio
5,913
Q3 2023 Added 0.44%
$0
$924 Million 0.45% of portfolio
30,322
Q1 2023 Added 13.19%
$0
$856 Million 0.42% of portfolio
4,841
Q2 2023 Added 13.29%
$0
$826 Million 0.41% of portfolio
3,965
Q3 2023 Reduced 2.24%
$0
$791 Million 0.39% of portfolio
25,839
Q2 2022 Added 76.09%
$0
$774 Million 0.38% of portfolio
10,642
Q3 2023 Added 0.01%
$0
$742 Million 0.37% of portfolio
19,555
Q3 2023 Reduced 61.87%
$0
$722 Million 0.36% of portfolio
7,077
Q3 2023 Reduced 14.76%
$0
$714 Million 0.35% of portfolio
10,371
Q3 2023 Reduced 1.41%
$0
$692 Million 0.34% of portfolio
10,112
Q4 2020 Added 270.13%
$0
$591 Million 0.29% of portfolio
25,434
Q4 2022 Reduced 0.04%
$0
$570 Million 0.28% of portfolio
18,196
Q3 2023 Reduced 1.72%
$0
$567 Million 0.28% of portfolio
1,321
Q2 2023 Added 0.08%
$0
$465 Million 0.23% of portfolio
9,330
Q3 2023 Reduced 3.05%
$0
$473 Million 0.23% of portfolio
4,505
Q2 2023 Added 539.91%
$0
$451 Million 0.22% of portfolio
1,810
Q3 2023 Added 136.29%
$0
$421 Million 0.21% of portfolio
12,480
Q3 2023 Added 88.98%
$0
$437 Million 0.21% of portfolio
1,218
Q3 2023 Reduced 0.16%
$0
$427 Million 0.21% of portfolio
12,577
Q3 2023 Reduced 17.55%
$0
$363 Million 0.18% of portfolio
12,298
Q2 2023 Added 1.37%
$0
$340 Million 0.17% of portfolio
3,311
Q2 2023 Reduced 0.27%
$0
$319 Million 0.16% of portfolio
4,513
Q3 2023 Added 0.02%
$0
$306 Million 0.15% of portfolio
3,099
Q2 2023 Added 22.83%
$0
$276 Million 0.14% of portfolio
8,130
Q3 2023 Added 900.0%
$0
$239 Million 0.12% of portfolio
6,868
Q1 2023 Reduced 7.87%
$0
$217 Million 0.11% of portfolio
8,944
Q1 2023 Reduced 7.66%
$0
$193 Million 0.1% of portfolio
788
Q1 2023 Reduced 18.17%
$0
$153 Million 0.08% of portfolio
8,161
Q3 2023 Reduced 2.82%
$0
$170 Million 0.08% of portfolio
2,750
Q3 2022 Added 117.05%
$0
$156 Million 0.08% of portfolio
2,115
Q3 2023 Reduced 4.86%
$0
$142 Million 0.07% of portfolio
800
Q2 2023 New
$0
$152 Million 0.07% of portfolio
5,974
Q3 2022 Added 122.08%
$0
$146 Million 0.07% of portfolio
1,409
Q2 2023 Reduced 28.0%
$0
$140 Million 0.07% of portfolio
1,241
Q3 2023 Added 826.12%

Summary

  • Portfolio
  • No. of Stocks 865
  • Current Value $203 Billion
  • Prior Value $206 Billion
  • Filing
  • Period Q3 2023
  • Filing Date November 08, 2023
  • Form Type 13F-HR
  • Activity in Q3 2023
  • New Purchases 35 stocks
  • Additional Purchases 363 stocks
  • Sold out of 28 stocks
  • Reduced holdings in 138 stocks
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