Sunburst Financial Group, LLC Incresed Positions in Q4 2024

Sunburst Financial Group, LLC

  • $387 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.39M
+ 251.79%
$22.01 - $66.82 $30.6M - $92.8M
1.94M $44M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
94.3K
+ 13.91%
$39.5 - $41.38 $3.73M - $3.9M
773K $31.1M
SPYG
Spdr Portfolio

ETFs
28.9K
+ 9.62%
$81.74 - $91.38 $2.37M - $2.64M
330K $29M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
116K
+ 13.38%
$44.87 - $46.86 $5.22M - $5.46M
986K $44.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
905K
+ 222.11%
$26.93 - $84.95 $24.4M - $76.8M
1.31M $35.8M
IQLT
Ishares Msci Intl Quality Fact

ETFs
63.3K
+ 21.37%
$37.12 - $41.23 $2.35M - $2.61M
359K $13.3M
NVDA
Nvidia Corp

Technology
61
+ 0.19%
$117.0 - $148.88 $7.14K - $9.08K
32.8K $4.4M
GOOGL
Alphabet Inc.

Communication Services
203
+ 2.96%
$161.86 - $196.66 $32.9K - $39.9K
7.07K $1.34M
JPM
Jpmorgan Chase & CO

Financial Services
69
+ 1.21%
$205.18 - $250.29 $14.2K - $17.3K
5.77K $1.38M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
1.98K
+ 1.98%
$75.22 - $82.17 $149K - $163K
102K $7.78M
SCHG
Schwab Strategic Tr Us Large C

ETFs
27.9K
+ 296.4%
$25.93 - $105.3 $724K - $2.94M
37.4K $1.04M
CVX
Chevron Corp

Energy
202
+ 10.59%
$141.15 - $162.53 $28.5K - $32.8K
2.11K $305K
BR
Broadridge Financial Solutions, Inc.

Technology
46
+ 4.77%
$209.64 - $236.44 $9.64K - $10.9K
1.01K $228K
META
Meta Platforms, Inc.

Communication Services
14
+ 3.47%
$554.08 - $632.68 $7.76K - $8.86K
418 $246K
ACN
Accenture PLC

Technology
21
+ 2.79%
$343.9 - $376.86 $7.22K - $7.91K
775 $272K
PGR
Progressive Corp

Financial Services
33
+ 4.1%
$239.6 - $268.88 $7.91K - $8.87K
837 $200K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1
+ 0.02%
$48.33 - $49.08 $48.3 - $49.1
4.43K $214K
ITW
Illinois Tool Works Inc

Industrials
1
+ 0.07%
$253.56 - $278.5 $254 - $279
1.36K $344K
BDX
Becton Dickinson & CO

Healthcare
2
+ 0.21%
$220.02 - $243.75 $440 - $488
941 $213K
LOW
Lowes Companies Inc

Consumer Cyclical
43
+ 3.8%
$244.52 - $284.07 $10.5K - $12.2K
1.18K $289K
XOM
Exxon Mobil Corp

Energy
147
+ 4.25%
$105.51 - $125.37 $15.5K - $18.4K
3.61K $387K
AMT
American Tower Corp

Real Estate
63
+ 4.88%
$179.4 - $232.01 $11.3K - $14.6K
1.35K $248K
LMT
Lockheed Martin Corp

Industrials
8
+ 1.41%
$479.66 - $614.62 $3.84K - $4.92K
574 $278K
LLY
Eli Lilly & CO

Healthcare
10
+ 1.16%
$727.2 - $932.06 $7.27K - $9.32K
875 $675K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
47.6K
+ 183.98%
$27.54 - $83.04 $1.31M - $3.96M
73.5K $2.04M
UNH
Unitedhealth Group Inc

Healthcare
39
+ 1.97%
$485.52 - $625.25 $18.9K - $24.4K
2.02K $1.02M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
27K
+ 62.76%
$18.41 - $40.87 $498K - $1.1M
70.1K $1.3M
SCHA
Schwab Strategic Tr Us Small C

ETFs
44.1K
+ 67.76%
$25.33 - $51.16 $1.12M - $2.26M
109K $2.82M
Activity Summary
Buys All Purchases 34 New Holdings 5 Increased Positions 29 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sunburst Financial Group, LLC Portfolio

Follow Sunburst Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sunburst Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sunburst Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email