Sunburst Financial Group, LLC Reduced Holdings in Q4 2024

Sunburst Financial Group, LLC

  • $387 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-24.6K
- 41.89%
$126.68 - $134.74 $3.12M - $3.32M
34.2K $4.36M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-32.1K
- 7.95%
$77.86 - $79.27 $2.5M - $2.55M
372K $29M
IVV
Ishares Core S&P 500 ETF

ETFs
-4.2K
- 31.26%
$570.51 - $610.59 $2.39M - $2.56M
9.23K $5.43M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3.64K
- 17.46%
$521.84 - $558.82 $1.9M - $2.03M
17.2K $9.26M
IEMG
Ishares Inc

ETFs
-12.9K
- 17.79%
N/A
59.5K $3.19M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-12.1K
- 14.14%
$50.67 - $50.9 $612K - $614K
73.3K $3.72M
VCIT
Vanguard Intermediate Term Cor

ETFs
-5.67K
- 63.85%
$80.13 - $83.77 $454K - $475K
3.21K $257K
MRK
Merck & Co., Inc.

Healthcare
-2.87K
- 36.9%
$96.31 - $114.76 $277K - $330K
4.91K $488K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-6.27K
- 22.53%
$47.58 - $48.56 $299K - $305K
21.6K $1.03M
VEA
Vanguard Ftse Developed Market

ETFs
-2.64K
- 7.09%
$47.57 - $52.44 $126K - $139K
34.6K $1.66M
IBM
International Business Machines Corp

Technology
-1.21K
- 18.01%
$204.9 - $238.04 $247K - $287K
5.5K $1.21M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-573
- 2.12%
$79.93 - $88.06 $45.8K - $50.5K
26.5K $2.12M
VIG
Vanguard Dividend Appreciation

ETFs
-1.25K
- 9.0%
N/A
12.6K $2.3M
VO
Vanguard Mid Cap ETF

ETFs
-812
- 36.89%
$261.5 - $284.63 $212K - $231K
1.39K $366K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.65K
- 15.08%
$38.37 - $42.82 $140K - $156K
20.5K $788K
MSFT
Microsoft Corp

Technology
-310
- 3.47%
$406.35 - $454.46 $126K - $141K
8.61K $3.63M
SFBS
Servis First Bancshares, Inc.

Financial Services
-2.64K
- 20.96%
$77.34 - $99.0 $204K - $261K
9.94K $842K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.87K
- 5.05%
$50.37 - $50.6 $144K - $145K
53.9K $2.72M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-450
- 2.92%
$75.1 - $82.99 $33.8K - $37.3K
15K $1.13M
AMGN
Amgen Inc

Healthcare
-83
- 4.15%
$258.78 - $328.31 $21.5K - $27.2K
1.92K $499K
PEP
Pepsico Inc

Consumer Defensive
-249
- 4.28%
$151.29 - $176.1 $37.7K - $43.8K
5.58K $847K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.08K
- 2.46%
$26.63 - $30.23 $28.6K - $32.5K
42.6K $1.13M
WMT
Walmart Inc.

Consumer Defensive
-3.49K
- 18.74%
$79.1 - $95.7 $276K - $334K
15.1K $1.37M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
-1.06K
- 32.29%
$112.69 - $123.97 $119K - $131K
2.22K $250K
JNJ
Johnson & Johnson

Healthcare
-240
- 4.77%
$143.34 - $165.86 $34.4K - $39.8K
4.79K $693K
DGRO
Ishares Core Dividend Growth E

ETFs
-1.52K
- 11.54%
$60.73 - $64.94 $92K - $98.4K
11.6K $712K
VBK
Vanguard Small Cap Growth ETF

ETFs
-573
- 13.37%
$264.18 - $304.19 $151K - $174K
3.71K $1.04M
SO
Southern CO

Utilities
-232
- 2.22%
$81.5 - $94.15 $18.9K - $21.8K
10.2K $842K
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.31K
- 2.07%
$87.25 - $95.52 $114K - $125K
61.9K $5.48M
AAPL
Apple Inc.

Technology
-2.12K
- 8.52%
$221.69 - $259.02 $470K - $549K
22.8K $5.7M
VTI
Vanguard Total Stock Market Et

ETFs
-436
- 8.92%
$280.04 - $302.45 $122K - $132K
4.45K $1.29M
QCOM
Qualcomm Inc

Technology
-122
- 2.72%
$150.4 - $178.04 $18.3K - $21.7K
4.36K $669K
HD
Home Depot, Inc.

Consumer Cyclical
-145
- 6.61%
$385.02 - $431.37 $55.8K - $62.5K
2.05K $797K
IWM
Ishares Russell 2000 ETF

ETFs
-410
- 2.19%
$216.13 - $242.4 $88.6K - $99.4K
18.3K $4.05M
AMAT
Applied Materials Inc

Technology
-51
- 2.73%
$161.44 - $213.89 $8.23K - $10.9K
1.82K $295K
NEE
Nextera Energy Inc

Utilities
-450
- 12.31%
$69.77 - $85.43 $31.4K - $38.4K
3.21K $229K
ABBV
Abb Vie Inc.

Healthcare
-191
- 8.46%
$164.99 - $203.87 $31.5K - $38.9K
2.07K $367K
CSL
Carlisle Companies Inc

Industrials
-11
- 1.23%
$368.67 - $480.91 $4.06K - $5.29K
881 $324K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-1.6K
- 11.18%
$28.6 - $29.27 $45.7K - $46.8K
12.7K $364K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-205
- 1.18%
$113.92 - $127.38 $23.4K - $26.1K
17.2K $1.98M
ADBE
Adobe Inc.

Technology
-10
- 1.5%
$437.39 - $552.96 $4.37K - $5.53K
656 $291K
UNP
Union Pacific Corp

Industrials
-1
- 0.05%
$223.15 - $249.32 $223 - $249
1.97K $448K
RTX
Raytheon Technologies Corp

Industrials
-52
- 1.02%
$114.45 - $127.21 $5.95K - $6.61K
5.06K $585K
VB
Vanguard Small Cap ETF

ETFs
-221
- 3.23%
$233.76 - $261.58 $51.7K - $57.8K
6.61K $1.59M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-464
- 2.95%
$44.33 - $49.55 $20.6K - $23K
15.2K $684K
IYH
Ishares Tr

ETFs
-13
- 0.32%
$57.53 - $65.24 $748 - $848
4.04K $235K
ABT
Abbott Laboratories

Healthcare
-150
- 7.23%
$111.93 - $119.39 $16.8K - $17.9K
1.93K $217K
RF
Regions Financial Corp

Financial Services
-1K
- 2.69%
$22.45 - $27.47 $22.5K - $27.5K
36.1K $849K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-163
- 2.42%
$61.68 - $67.87 $10.1K - $11.1K
6.59K $410K
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
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