Sunburst Financial Group, LLC Purchases in Q3 2025

Sunburst Financial Group, LLC

  • $455 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DIVB
Ishares Tr U S Divid & Buyback

ETFs
262K
New
$49.55 - $52.25 $13M - $13.7M
262K $13.7M
IQLT
Ishares Msci Intl Quality Fact

ETFs
272K
+ 65.18%
$41.43 - $44.2 $11.3M - $12M
690K $30.5M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
90.4K
+ 9.99%
$41.26 - $43.63 $3.73M - $3.95M
996K $43.2M
DRSK
ETF Ser Solutions Aptus Define

ETFs
149K
+ 28.07%
$28.26 - $29.29 $4.2M - $4.35M
678K $19.6M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
4.01K
+ 0.19%
$23.82 - $25.84 $95.4K - $104K
2.09M $53.7M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
15.4K
+ 3.7%
$78.96 - $80.04 $1.21M - $1.23M
431K $34.4M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
19.1K
+ 1.8%
$45.26 - $46.63 $865K - $892K
1.08M $50M
NVDA
Nvidia Corp

Technology
375
+ 0.99%
$153.3 - $186.58 $57.5K - $70K
38.2K $7.13M
AAPL
Apple Inc.

Technology
47
+ 0.21%
$202.38 - $256.87 $9.51K - $12.1K
22.8K $5.81M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5
+ 0.03%
$567.77 - $614.76 $2.84K - $3.07K
17.1K $10.5M
IVV
Ishares Core S&P 500 ETF

ETFs
14
+ 0.15%
$620.67 - $670.08 $8.69K - $9.38K
9.13K $6.11M
CAT
Caterpillar Inc

Industrials
491
New
$390.92 - $477.15 $192K - $234K
491 $234K
CVS
Cvs Health Corp

Healthcare
2.89K
New
$58.75 - $76.5 $170K - $221K
2.89K $217K
ISRG
Intuitive Surgical Inc

Healthcare
465
New
$433.66 - $544.47 $202K - $253K
465 $207K
GD
General Dynamics Corp

Industrials
592
New
$293.92 - $341.0 $174K - $202K
592 $201K
TSLA
Tesla, Inc.

Consumer Cyclical
66
+ 5.03%
$293.94 - $444.72 $19.4K - $29.4K
1.38K $612K
JPM
Jpmorgan Chase & CO

Financial Services
123
+ 2.04%
$282.78 - $316.06 $34.8K - $38.9K
6.15K $1.94M
MSFT
Microsoft Corp

Technology
33
+ 0.39%
$491.09 - $535.64 $16.2K - $17.7K
8.41K $4.36M
WMT
Walmart Inc.

Consumer Defensive
663
+ 4.29%
$94.4 - $104.27 $62.6K - $69.1K
16.1K $1.66M
JNJ
Johnson & Johnson

Healthcare
1
+ 0.02%
$155.17 - $185.42 $155 - $185
4.37K $809K
NOW
Service Now, Inc.

Technology
172
+ 73.5%
$850.86 - $1044.69 $146K - $180K
406 $373K
AMZN
Amazon Com Inc

Consumer Cyclical
539
+ 5.85%
$211.65 - $238.24 $114K - $128K
9.75K $2.14M
PWR
Quanta Services, Inc.

Industrials
135
+ 13.64%
$372.29 - $421.68 $50.3K - $56.9K
1.13K $466K
FANG
Diamondback Energy, Inc.

Energy
455
+ 19.83%
$134.53 - $152.5 $61.2K - $69.4K
2.75K $393K
BR
Broadridge Financial Solutions, Inc.

Technology
220
+ 12.85%
$233.75 - $266.89 $51.4K - $58.7K
1.93K $460K
PGR
Progressive Corp

Financial Services
298
+ 20.09%
$238.61 - $264.3 $71.1K - $78.8K
1.78K $439K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
233
+ 3.62%
$62.09 - $66.51 $14.5K - $15.5K
6.66K $434K
SO
Southern CO

Utilities
3
+ 0.03%
$90.83 - $96.0 $272 - $288
10.2K $969K
CPRT
Copart Inc

Consumer Cyclical
1.31K
+ 16.51%
$44.6 - $49.97 $58.5K - $65.6K
9.26K $416K
CHE
Chemed Corp

Healthcare
112
+ 16.69%
$412.3 - $483.92 $46.2K - $54.2K
783 $350K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.23%
$617.65 - $666.84 $618 - $667
441 $293K
ITW
Illinois Tool Works Inc

Industrials
2
+ 0.16%
$252.31 - $269.41 $505 - $539
1.22K $318K
ADP
Automatic Data Processing Inc

Industrials
100
+ 8.35%
$288.69 - $310.94 $28.9K - $31.1K
1.3K $380K
Ishares Bitcoin Trust ETF
70
+ 1.0%
N/A
7.06K $0
Blackrock Inc
179
New
N/A
179 $0
Coherent Corp
2.03K
New
N/A
2.03K $0
V
Visa Inc.

Financial Services
108
+ 3.47%
$332.09 - $358.86 $35.9K - $38.8K
3.22K $1.1M
ROP
Roper Technologies Inc

Industrials
82
+ 11.75%
$495.03 - $573.0 $40.6K - $47K
780 $388K
AMT
American Tower Corp

Real Estate
265
+ 12.94%
$192.32 - $232.35 $51K - $61.6K
2.31K $444K
Activity Summary
Buys All Purchases 40 New Holdings 7 Increased Positions 33 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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