Sunburst Financial Group, LLC Purchases in Q1 2025

Sunburst Financial Group, LLC

  • $389 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
45.2K
+ 4.58%
$44.41 - $45.98 $2.01M - $2.08M
1.03M $47.1M
DRSK
ETF Ser Solutions Aptus Define

ETFs
98.8K
+ 24.43%
$27.06 - $28.25 $2.67M - $2.79M
503K $13.7M
IQLT
Ishares Msci Intl Quality Fact

ETFs
38.8K
+ 10.8%
$36.91 - $41.03 $1.43M - $1.59M
398K $15.8M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
24.9K
+ 6.7%
$77.7 - $78.94 $1.94M - $1.97M
397K $31.3M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
87.4K
+ 11.31%
$38.36 - $41.43 $3.35M - $3.62M
860K $33.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
28.2K
+ 2.15%
$27.01 - $28.54 $761K - $805K
1.34M $37.5M
ROP
Roper Technologies Inc

Industrials
531
New
$502.71 - $593.81 $267K - $315K
531 $313K
CHE
Chemed Corp

Healthcare
458
New
$521.84 - $615.32 $239K - $282K
458 $281K
FANG
Diamondback Energy, Inc.

Energy
1.66K
New
$139.9 - $180.18 $233K - $300K
1.66K $266K
PWR
Quanta Services, Inc.

Industrials
790
New
$236.71 - $358.03 $187K - $283K
790 $200K
AMT
American Tower Corp

Real Estate
316
+ 23.34%
$173.46 - $217.6 $54.8K - $68.8K
1.67K $363K
CPRT
Copart Inc

Consumer Cyclical
1.99K
+ 55.91%
$52.3 - $59.83 $104K - $119K
5.54K $313K
PGR
Progressive Corp

Financial Services
241
+ 28.79%
$235.61 - $291.22 $56.8K - $70.2K
1.08K $305K
BR
Broadridge Financial Solutions, Inc.

Technology
343
+ 33.93%
$221.46 - $244.83 $76K - $84K
1.35K $328K
SO
Southern CO

Utilities
5
+ 0.05%
$80.96 - $92.96 $405 - $465
10.2K $941K
UNH
Unitedhealth Group Inc

Healthcare
59
+ 2.92%
$461.52 - $548.18 $27.2K - $32.3K
2.08K $1.09M
ABT
Abbott Laboratories

Healthcare
68
+ 3.53%
$111.1 - $140.22 $7.55K - $9.53K
1.99K $264K
XOM
Exxon Mobil Corp

Energy
50
+ 1.39%
$105.44 - $118.93 $5.27K - $5.95K
3.66K $434K
META
Meta Platforms, Inc.

Communication Services
85
+ 20.33%
$576.36 - $736.67 $49K - $62.6K
503 $289K
AFL
Aflac Inc

Financial Services
103
+ 3.68%
$100.99 - $111.19 $10.4K - $11.5K
2.91K $323K
LOW
Lowes Companies Inc

Consumer Cyclical
146
+ 12.43%
$222.66 - $268.42 $32.5K - $39.2K
1.32K $308K
COST
Costco Wholesale Corp

Consumer Defensive
9
+ 3.08%
$890.62 - $1076.86 $8.02K - $9.69K
301 $284K
Ishares Bitcoin Trust ETF
1.08K
+ 20.13%
N/A
6.42K $0
Linde PLC
476
New
N/A
476 $0
JUCY
ETF Ser Solutions Aptus Enhanc
21.3K
+ 4.18%
N/A
531K $0
GOOG
Alphabet Inc.

Communication Services
420
+ 15.56%
$156.06 - $207.71 $65.5K - $87.2K
3.12K $487K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
2.14K
+ 2.09%
$72.01 - $79.94 $154K - $171K
104K $7.72M
TSLA
Tesla, Inc.

Consumer Cyclical
108
+ 9.9%
$222.15 - $428.22 $24K - $46.2K
1.2K $310K
AMZN
Amazon Com Inc

Consumer Cyclical
373
+ 4.49%
$190.26 - $242.06 $71K - $90.3K
8.69K $1.65M
GOOGL
Alphabet Inc.

Communication Services
253
+ 3.58%
$154.33 - $206.19 $39K - $52.2K
7.32K $1.13M
VUG
Vanguard Growth ETF

ETFs
15
+ 0.25%
$369.1 - $427.61 $5.54K - $6.41K
5.93K $2.2M
NVDA
Nvidia Corp

Technology
4.6K
+ 14.02%
$106.98 - $149.43 $492K - $687K
37.4K $4.05M
AAPL
Apple Inc.

Technology
74
+ 0.33%
$209.68 - $247.1 $15.5K - $18.3K
22.8K $5.07M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
58K
+ 2.99%
$21.23 - $23.75 $1.23M - $1.38M
2M $43M
SPYG
Spdr Portfolio

ETFs
8.2K
+ 2.49%
$80.05 - $92.39 $657K - $758K
338K $27.2M
Activity Summary
Buys All Purchases 36 New Holdings 5 Increased Positions 31 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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