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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$921M
$175 Million 0.09% of portfolio
10,933
Q1 2023 Added 3.24%
$1.01B
$100 Million 0.05% of portfolio
8,767
Q1 2023 Reduced 0.58%
$1.04B
$88.8 Million 0.04% of portfolio
1,635
Q2 2023 Added 135.59%
$1.42B
$54.6 Million 0.03% of portfolio
12,000
Q4 2022 Added 100.0%
$1.67B
$16.5 Million 0.01% of portfolio
9
Q3 2023 Added 50.0%
$325M
$12.7 Million 0.01% of portfolio
1,732
Q3 2023 Reduced 0.29%
$1.96B
$14.8 Million 0.01% of portfolio
86
Q3 2023 Reduced 4.44%
$1.77B
$2.95 Million 0.0% of portfolio
171
Q1 2023 Reduced 5.52%
$821M
$8.87 Million 0.0% of portfolio
409
Q4 2018 Reduced 21.04%
$1.57B
$1.91 Million 0.0% of portfolio
54
Q2 2022 New
$755M
$6.99 Million 0.0% of portfolio
54
Q3 2023 Added 3.85%
$1.06B
$554,000 0.0% of portfolio
12
Q1 2023 Reduced 98.97%
$1.84B
$5.91 Million 0.0% of portfolio
135
Q1 2023 Reduced 58.2%
$1.32B
$3.8 Million 0.0% of portfolio
500
Q4 2022 Reduced 58.09%
$806M
$273,000 0.0% of portfolio
67
Q2 2023 New
$722M
$2.46 Million 0.0% of portfolio
100
Q1 2019 New
$873M
$4.17 Million 0.0% of portfolio
204
Q2 2023 New
$1.63B
$10 Million 0.0% of portfolio
344
Q3 2023 Added 1.78%
$832M
$4.13 Million 0.0% of portfolio
1,728
Q2 2021 New
$1.53B
$238,000 0.0% of portfolio
5
Q3 2023 Reduced 37.5%
$315M
$1.11 Million 0.0% of portfolio
75
Q2 2023 New
$1.89B
$166,000 0.0% of portfolio
10
Q3 2023 Reduced 77.78%
$784M
$31,000 0.0% of portfolio
1
Q1 2023 Reduced 99.76%
$366M
$2.83 Million 0.0% of portfolio
301
Q1 2023 Reduced 74.81%
$1.2B
$45,000 0.0% of portfolio
3
Q3 2023 Reduced 50.0%
$1.26B
$364,000 0.0% of portfolio
40
Q1 2023 Reduced 96.45%
$448M
$117,000 0.0% of portfolio
9
Q1 2022 New
$638M
$97,000 0.0% of portfolio
8
Q1 2023 New
$381M
$304,000 0.0% of portfolio
167
Q3 2023 New
$732M
$730,000 0.0% of portfolio
14
Q1 2023 Reduced 95.68%
$1.18B
$49,000 0.0% of portfolio
2
Q3 2021 New

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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