Sunburst Financial Group, LLC Purchases and Sells in Q4 2024

Sunburst Financial Group, LLC

$387 Million
Q4 2024

Top Buys

Incresed Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHB	1.39M + 251.79%	$22.01 - $66.82 $30.6M - $92.8M	1.94M $44M
ACIO	94.3K + 13.91%	$39.5 - $41.38 $3.73M - $3.9M	773K $31.1M
SPYG	28.9K + 9.62%	$81.74 - $91.38 $2.37M - $2.64M	330K $29M
FBND	116K + 13.38%	$44.87 - $46.86 $5.22M - $5.46M	986K $44.3M
SCHD	905K + 222.11%	$26.93 - $84.95 $24.4M - $76.8M	1.31M $35.8M
IQLT	63.3K + 21.37%	$37.12 - $41.23 $2.35M - $2.61M	359K $13.3M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DRSK	405K New	$27.43 - $28.44 $11.1M - $11.5M	405K $11.1M
WFC	3.25K New	$54.98 - $77.35 $179K - $252K	3.25K $228K
CPRT	3.56K New	$51.36 - $63.8 $183K - $227K	3.56K $204K
BLACKROCK INC	198 New	N/A	198 $0
ISHARES BITCOIN TRUST ETF	5.34K New	N/A	5.34K $0

Top Sells

Reduced Positions

62 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VYM	-24.6K - 41.89%	$126.68 - $134.74 $3.12M - $3.32M	34.2K $4.36M
VCSH	-32.1K - 7.95%	$77.86 - $79.27 $2.5M - $2.55M	372K $29M
IVV	-4.2K - 31.26%	$570.51 - $610.59 $2.39M - $2.56M	9.23K $5.43M
VOO	-3.64K - 17.46%	$521.84 - $558.82 $1.9M - $2.03M	17.2K $9.26M
IEMG	-12.9K - 17.79%	N/A	59.5K $3.19M
JMST	-12.1K - 14.14%	$50.67 - $50.9 $612K - $614K	73.3K $3.72M

Activity Summary All Purchases 34 New Holdings 5 Increased Positions 29 All Sells 62 Reductions 62 Sold out 0 Calls 0 Puts 0

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