Sunburst Financial Group, LLC Reduced Holdings in Q3 2025

Sunburst Financial Group, LLC

  • $455 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-915K
- 66.13%
$26.38 - $27.95 $24.1M - $25.6M
468K $12.8M
PG
Procter & Gamble CO

Consumer Defensive
-11.5K
- 64.04%
$150.47 - $161.22 $1.74M - $1.86M
6.48K $995K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-14.1K
- 22.93%
$50.81 - $51.07 $718K - $722K
47.5K $2.42M
DGRO
Ishares Core Dividend Growth E

ETFs
-6.32K
- 58.11%
$64.12 - $68.08 $405K - $430K
4.56K $310K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-3.91K
- 11.84%
$132.9 - $142.03 $519K - $555K
29.1K $4.1M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-4.53K
- 22.57%
$48.31 - $48.93 $219K - $222K
15.5K $759K
IBM
International Business Machines Corp

Technology
-522
- 10.57%
$234.77 - $292.47 $123K - $153K
4.42K $1.25M
VTI
Vanguard Total Stock Market Et

ETFs
-848
- 19.42%
$303.93 - $329.86 $258K - $280K
3.52K $1.15M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-1.65K
- 6.38%
$86.07 - $90.74 $142K - $149K
24.2K $2.16M
VO
Vanguard Mid Cap ETF

ETFs
-531
- 36.93%
$279.83 - $293.74 $149K - $156K
907 $266K
UNH
Unitedhealth Group Inc

Healthcare
-451
- 27.69%
$237.77 - $353.61 $107K - $159K
1.18K $406K
GE
General Electric CO

Industrials
-279
- 29.06%
$244.75 - $305.63 $68.3K - $85.3K
681 $204K
CSL
Carlisle Companies Inc

Industrials
-18
- 2.27%
$327.52 - $435.11 $5.9K - $7.83K
775 $254K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-670
- 1.39%
$50.47 - $50.74 $33.8K - $34K
47.7K $2.42M
VIG
Vanguard Dividend Appreciation

ETFs
-149
- 1.18%
N/A
12.5K $2.27M
CSCO
Cisco Systems, Inc.

Technology
-154
- 1.41%
$66.2 - $71.79 $10.2K - $11.1K
10.8K $738K
LLY
Eli Lilly & CO

Healthcare
-1
- 0.11%
$625.65 - $812.69 $626 - $813
925 $705K
VCIT
Vanguard Intermediate Term Cor

ETFs
-208
- 7.85%
$81.75 - $84.54 $17K - $17.6K
2.44K $205K
XOM
Exxon Mobil Corp

Energy
-268
- 7.22%
$105.83 - $117.22 $28.4K - $31.4K
3.45K $388K
IEMG
Ishares Inc

ETFs
-226
- 0.41%
N/A
54.4K $2.92M
CVX
Chevron Corp

Energy
-216
- 10.42%
$145.57 - $161.83 $31.4K - $35K
1.86K $288K
META
Meta Platforms, Inc.

Communication Services
-7
- 1.38%
$695.21 - $791.73 $4.87K - $5.54K
501 $367K
WFC
Wells Fargo & Company

Financial Services
-200
- 6.48%
$77.05 - $85.16 $15.4K - $17K
2.89K $241K
ABT
Abbott Laboratories

Healthcare
-5
- 0.25%
$120.51 - $136.62 $603 - $683
1.99K $266K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-44
- 0.99%
$49.78 - $50.75 $2.19K - $2.23K
4.39K $222K
ILCG
Ishares Morningstar Growth ETF
-5.13K
- 8.33%
N/A
56.4K $0
JUCY
ETF Ser Solutions Aptus Enhanc
-11.7K
- 2.13%
N/A
539K $0
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-64
- 0.53%
$28.95 - $29.73 $1.85K - $1.9K
12K $358K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
-72
- 3.38%
$113.73 - $121.28 $8.19K - $8.73K
2.06K $245K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.26K
- 7.55%
$108.46 - $120.63 $137K - $152K
15.4K $1.83M
MRK
Merck & Co., Inc.

Healthcare
-53
- 1.17%
$77.6 - $87.37 $4.11K - $4.63K
4.47K $375K
LOW
Lowes Companies Inc

Consumer Cyclical
-90
- 6.69%
$215.01 - $273.02 $19.4K - $24.6K
1.26K $315K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1
- 0.08%
$459.11 - $506.91 $459 - $507
1.24K $622K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-19
- 2.33%
$362.31 - $405.74 $6.88K - $7.71K
798 $321K
QCOM
Qualcomm Inc

Technology
-3
- 0.08%
$145.84 - $173.55 $438 - $521
3.86K $641K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.71K
- 2.92%
$21.69 - $23.34 $37K - $39.8K
56.9K $1.32M
HD
Home Depot, Inc.

Consumer Cyclical
-62
- 3.8%
$357.4 - $423.42 $22.2K - $26.3K
1.57K $636K
VEA
Vanguard Ftse Developed Market

ETFs
-667
- 2.18%
$56.02 - $60.3 $37.4K - $40.2K
29.9K $1.79M
PSN
Parsons Corp

Industrials
-59
- 1.14%
$72.77 - $82.92 $4.29K - $4.89K
5.14K $426K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-34
- 0.22%
$42.26 - $47.16 $1.44K - $1.6K
15.2K $704K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-24
- 0.16%
$87.29 - $93.61 $2.09K - $2.25K
14.9K $1.39M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.91K
- 4.86%
$30.13 - $33.37 $57.4K - $63.6K
37.3K $1.24M
RF
Regions Financial Corp

Financial Services
-937
- 2.89%
$24.03 - $27.41 $22.5K - $25.7K
31.5K $831K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-204
- 1.01%
$42.67 - $46.91 $8.7K - $9.57K
19.9K $932K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-846
- 2.27%
$28.92 - $32.19 $24.5K - $27.2K
36.4K $1.16M
AVGO
Broadcom Inc.

Technology
-80
- 4.21%
$264.74 - $369.57 $21.2K - $29.6K
1.82K $600K
VBK
Vanguard Small Cap Growth ETF

ETFs
-3
- 0.08%
$276.51 - $305.12 $830 - $915
3.91K $1.16M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.04K
- 1.47%
$28.15 - $30.13 $29.1K - $31.2K
69.4K $2.06M
VB
Vanguard Small Cap ETF

ETFs
-92
- 1.4%
$237.58 - $259.17 $21.9K - $23.8K
6.5K $1.65M
Activity Summary
Buys All Purchases 40 New Holdings 7 Increased Positions 33 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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