Sunburst Financial Group, LLC Incresed Positions in Q2 2025

Sunburst Financial Group, LLC

  • $427 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
85K
+ 4.26%
$19.1 - $23.83 $1.62M - $2.03M
2.08M $49.6M
SPYG
Spdr Portfolio

ETFs
14.1K
+ 4.16%
$71.83 - $95.32 $1.01M - $1.34M
352K $33.6M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
45.5K
+ 5.29%
$36.36 - $41.4 $1.65M - $1.88M
905K $37.5M
IQLT
Ishares Msci Intl Quality Fact

ETFs
19.3K
+ 4.84%
$35.9 - $43.76 $692K - $844K
417K $18M
NVDA
Nvidia Corp

Technology
438
+ 1.17%
$94.31 - $157.99 $41.3K - $69.2K
37.8K $5.98M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
18.3K
+ 4.62%
$77.94 - $79.5 $1.43M - $1.46M
415K $33M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
31.6K
+ 3.06%
$44.68 - $45.96 $1.41M - $1.45M
1.06M $48.6M
DRSK
ETF Ser Solutions Aptus Define

ETFs
26.3K
+ 5.22%
$26.75 - $28.79 $703K - $757K
530K $15.2M
MSFT
Microsoft Corp

Technology
185
+ 2.26%
$354.56 - $497.45 $65.6K - $92K
8.38K $4.17M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
2.96K
+ 2.84%
$65.41 - $79.66 $193K - $236K
107K $8.54M
IWR
Ishares Russell Mid Cap ETF

ETFs
15
+ 0.02%
$74.88 - $91.97 $1.12K - $1.38K
61.7K $5.67M
AMZN
Amazon Com Inc

Consumer Cyclical
526
+ 6.05%
$167.32 - $223.3 $88K - $117K
9.22K $2.02M
JPM
Jpmorgan Chase & CO

Financial Services
324
+ 5.68%
$210.28 - $289.91 $68.1K - $93.9K
6.03K $1.75M
AVGO
Broadcom Inc.

Technology
201
+ 11.82%
$146.29 - $275.65 $29.4K - $55.4K
1.9K $524K
IBM
International Business Machines Corp

Technology
3
+ 0.06%
$221.03 - $294.78 $663 - $884
4.94K $1.46M
WMT
Walmart Inc.

Consumer Defensive
549
+ 3.69%
$81.79 - $99.98 $44.9K - $54.9K
15.4K $1.51M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
8
+ 0.03%
$75.29 - $91.16 $602 - $729
25.8K $2.33M
PWR
Quanta Services, Inc.

Industrials
200
+ 25.32%
$239.47 - $381.26 $47.9K - $76.3K
990 $374K
VBK
Vanguard Small Cap Growth ETF

ETFs
198
+ 5.34%
$219.76 - $276.94 $43.5K - $54.8K
3.91K $1.08M
TSLA
Tesla, Inc.

Consumer Cyclical
112
+ 9.34%
$221.86 - $362.89 $24.8K - $40.6K
1.31K $416K
V
Visa Inc.

Financial Services
228
+ 7.89%
$308.27 - $373.31 $70.3K - $85.1K
3.12K $1.11M
PGR
Progressive Corp

Financial Services
405
+ 37.57%
$255.27 - $288.74 $103K - $117K
1.48K $395K
AMT
American Tower Corp

Real Estate
378
+ 22.63%
$203.96 - $228.19 $77.1K - $86.3K
2.05K $452K
BR
Broadridge Financial Solutions, Inc.

Technology
358
+ 26.44%
$217.22 - $246.25 $77.8K - $88.2K
1.71K $416K
META
Meta Platforms, Inc.

Communication Services
5
+ 0.99%
$484.66 - $738.09 $2.42K - $3.69K
508 $374K
CSCO
Cisco Systems, Inc.

Technology
3
+ 0.03%
$53.19 - $69.38 $160 - $208
11K $759K
ROP
Roper Technologies Inc

Industrials
167
+ 31.45%
$519.19 - $590.78 $86.7K - $98.7K
698 $395K
CPRT
Copart Inc

Consumer Cyclical
2.4K
+ 43.31%
$47.72 - $63.84 $115K - $153K
7.95K $389K
ABBV
Abb Vie Inc.

Healthcare
607
+ 37.56%
$170.16 - $206.27 $103K - $125K
2.22K $412K
FANG
Diamondback Energy, Inc.

Energy
630
+ 37.86%
$119.25 - $161.49 $75.1K - $102K
2.29K $315K
CHE
Chemed Corp

Healthcare
213
+ 46.51%
$486.93 - $619.21 $104K - $132K
671 $326K
VO
Vanguard Mid Cap ETF

ETFs
49
+ 3.53%
$228.54 - $279.83 $11.2K - $13.7K
1.44K $402K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
11
+ 0.07%
$35.35 - $42.68 $389 - $469
15.2K $649K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1
+ 0.02%
$51.16 - $62.02 $51.2 - $62
6.43K $398K
COST
Costco Wholesale Corp

Consumer Defensive
9
+ 2.99%
$908.13 - $1056.85 $8.17K - $9.51K
310 $306K
ABT
Abbott Laboratories

Healthcare
1
+ 0.05%
$123.95 - $138.08 $124 - $138
1.99K $271K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
38
+ 0.19%
$47.89 - $48.65 $1.82K - $1.85K
20.1K $976K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
33
+ 0.27%
$27.29 - $29.28 $901 - $966
12.1K $354K
VCIT
Vanguard Intermediate Term Cor

ETFs
8
+ 0.3%
$79.56 - $82.92 $636 - $663
2.65K $219K
Ishares Bitcoin Trust ETF
572
+ 8.92%
N/A
6.99K $0
JUCY
ETF Ser Solutions Aptus Enhanc
19.9K
+ 3.74%
N/A
550K $0
Linde PLC
13
+ 2.73%
N/A
489 $0
ITW
Illinois Tool Works Inc

Industrials
1
+ 0.08%
$218.41 - $252.43 $218 - $252
1.22K $301K
ACN
Accenture PLC

Technology
26
+ 3.53%
$279.23 - $323.21 $7.26K - $8.4K
763 $228K
LLY
Eli Lilly & CO

Healthcare
51
+ 5.83%
$713.71 - $898.95 $36.4K - $45.8K
926 $721K
LOW
Lowes Companies Inc

Consumer Cyclical
25
+ 1.89%
$210.83 - $235.28 $5.27K - $5.88K
1.35K $298K
XOM
Exxon Mobil Corp

Energy
58
+ 1.59%
$99.93 - $119.04 $5.8K - $6.9K
3.71K $400K
JNJ
Johnson & Johnson

Healthcare
18
+ 0.41%
$146.36 - $159.82 $2.63K - $2.88K
4.36K $666K
PG
Procter & Gamble CO

Consumer Defensive
134
+ 0.75%
$157.66 - $172.39 $21.1K - $23.1K
18K $2.87M
Activity Summary
Buys All Purchases 57 New Holdings 6 Increased Positions 51 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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