Sunburst Financial Group, LLC Incresed Positions in Q3 2024

Sunburst Financial Group, LLC

  • $373 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ACIO
ETF Ser Solutions Aptus Collar

ETFs
139K
+ 25.86%
$36.82 - $39.74 $5.13M - $5.54M
678K $27M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
24.3K
+ 4.61%
$59.93 - $66.52 $1.46M - $1.62M
551K $36.7M
SPYG
Spdr Portfolio

ETFs
20.6K
+ 7.37%
$73.38 - $84.1 $1.51M - $1.74M
301K $24.9M
IQLT
Ishares Msci Intl Quality Fact

ETFs
22.5K
+ 8.21%
$37.37 - $41.82 $839K - $939K
296K $12.3M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
7.24K
+ 7.79%
$68.79 - $76.02 $498K - $550K
100K $7.61M
WMT
Walmart Inc.

Consumer Defensive
683
+ 3.81%
$66.91 - $81.4 $45.7K - $55.6K
18.6K $1.5M
RF
Regions Financial Corp

Financial Services
5.95K
+ 19.08%
$19.51 - $23.42 $116K - $139K
37.1K $865K
UNH
Unitedhealth Group Inc

Healthcare
37
+ 1.9%
$488.01 - $604.18 $18.1K - $22.4K
1.98K $1.16M
SO
Southern CO

Utilities
2
+ 0.02%
$77.0 - $90.52 $154 - $181
10.5K $943K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
328
+ 0.76%
$25.45 - $29.53 $8.35K - $9.69K
43.7K $1.27M
VBK
Vanguard Small Cap Growth ETF

ETFs
109
+ 2.61%
$240.48 - $267.94 $26.2K - $29.2K
4.29K $1.15M
AVGO
Broadcom Inc.

Technology
2.82K
+ 1037.5%
$136.27 - $1745.86 $385K - $4.93M
3.09K $533K
AMT
American Tower Corp

Real Estate
232
+ 21.91%
$192.27 - $242.73 $44.6K - $56.3K
1.29K $300K
JNJ
Johnson & Johnson

Healthcare
10
+ 0.2%
$145.48 - $167.38 $1.45K - $1.67K
5.03K $815K
MCD
Mcdonalds Corp

Consumer Cyclical
20
+ 1.41%
$245.82 - $304.51 $4.92K - $6.09K
1.44K $438K
LMT
Lockheed Martin Corp

Industrials
18
+ 3.28%
$460.3 - $584.56 $8.29K - $10.5K
566 $330K
V
Visa Inc.

Financial Services
128
+ 5.27%
$253.74 - $291.56 $32.5K - $37.3K
2.56K $703K
JPM
Jpmorgan Chase & CO

Financial Services
45
+ 0.8%
$194.9 - $224.8 $8.77K - $10.1K
5.7K $1.2M
COST
Costco Wholesale Corp

Consumer Defensive
37
+ 14.45%
$801.83 - $917.05 $29.7K - $33.9K
293 $259K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
198
+ 6.42%
$105.49 - $116.32 $20.9K - $23K
3.28K $376K
ITW
Illinois Tool Works Inc

Industrials
1
+ 0.07%
$233.14 - $263.97 $233 - $264
1.36K $356K
META
Meta Platforms, Inc.

Communication Services
2
+ 0.5%
$453.41 - $572.44 $907 - $1.14K
404 $231K
MPW
Medical Properties Trust Inc

Real Estate
143
+ 0.99%
$4.03 - $6.38 $576 - $912
14.6K $85K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
27
+ 0.19%
$28.11 - $29.42 $759 - $794
14.3K $420K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1
+ 0.12%
$285.48 - $330.24 $285 - $330
817 $263K
JUCY
ETF Ser Solutions Aptus Enhanc
98.3K
+ 20.84%
N/A
570K $0
CVX
Chevron Corp

Energy
13
+ 0.69%
$137.88 - $161.97 $1.79K - $2.11K
1.91K $280K
GOOG
Alphabet Inc.

Communication Services
60
+ 2.07%
$149.54 - $192.66 $8.97K - $11.6K
2.96K $494K
NVDA
Nvidia Corp

Technology
155
+ 0.48%
$98.91 - $134.91 $15.3K - $20.9K
32.7K $3.98M
GOOGL
Alphabet Inc.

Communication Services
325
+ 4.97%
$148.65 - $191.18 $48.3K - $62.1K
6.87K $1.14M
AMZN
Amazon Com Inc

Consumer Cyclical
28
+ 0.34%
$161.02 - $200.0 $4.51K - $5.6K
8.32K $1.55M
MRK
Merck & Co., Inc.

Healthcare
7
+ 0.09%
$111.15 - $128.97 $778 - $903
7.79K $884K
MSFT
Microsoft Corp

Technology
150
+ 1.71%
$395.15 - $467.56 $59.3K - $70.1K
8.92K $3.84M
Activity Summary
Buys All Purchases 38 New Holdings 4 Increased Positions 34 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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