Sunburst Financial Group, LLC Sells in Q1 2025

Sunburst Financial Group, LLC

  • $389 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
-70
- 0.16%
$360.07 - $417.26 $25.2K - $29.2K
44.3K $16M
MSFT
Microsoft Corp

Technology
-419
- 4.87%
$375.39 - $447.2 $157K - $187K
8.19K $3.08M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-92
- 0.54%
$507.05 - $563.67 $46.6K - $51.9K
17.1K $8.78M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-8.66K
- 7.93%
$23.16 - $27.04 $201K - $234K
100K $2.35M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-9.15K
- 12.48%
$50.72 - $50.92 $464K - $466K
64.1K $3.26M
AVGO
Broadcom Inc.

Technology
-1.33K
- 43.84%
$167.43 - $244.7 $222K - $325K
1.7K $284K
IWM
Ishares Russell 2000 ETF

ETFs
-71
- 0.39%
$198.1 - $229.79 $14.1K - $16.3K
18.3K $3.64M
IVV
Ishares Core S&P 500 ETF

ETFs
-175
- 1.9%
$554.06 - $615.85 $97K - $108K
9.06K $5.09M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-5.47K
- 10.15%
$50.39 - $50.66 $276K - $277K
48.4K $2.45M
IWR
Ishares Russell Mid Cap ETF

ETFs
-289
- 0.47%
$82.81 - $92.93 $23.9K - $26.9K
61.7K $5.25M
HD
Home Depot, Inc.

Consumer Cyclical
-418
- 20.39%
$347.25 - $424.87 $145K - $178K
1.63K $598K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.41K
- 3.27%
$25.58 - $29.24 $61.6K - $70.4K
71.1K $1.86M
VB
Vanguard Small Cap ETF

ETFs
-19
- 0.29%
$217.89 - $252.64 $4.14K - $4.8K
6.59K $1.46M
MAR
Marriott International Inc

Consumer Cyclical
-115
- 5.04%
$237.01 - $304.45 $27.3K - $35K
2.17K $516K
IEMG
Ishares Inc

ETFs
-2.23K
- 3.75%
N/A
57.3K $3.07M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-10.6K
- 15.09%
$18.36 - $20.51 $194K - $217K
59.5K $1.18M
AXP
American Express CO

Financial Services
-200
- 9.04%
$255.39 - $325.87 $51.1K - $65.2K
2.01K $541K
SFBS
Servis First Bancshares, Inc.

Financial Services
-1.1K
- 11.02%
$80.8 - $93.58 $88.5K - $102K
8.84K $730K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-116
- 0.31%
$24.91 - $29.02 $2.89K - $3.37K
37.2K $932K
VBK
Vanguard Small Cap Growth ETF

ETFs
-3
- 0.08%
$247.97 - $296.33 $744 - $889
3.71K $934K
RF
Regions Financial Corp

Financial Services
-1.43K
- 3.97%
$20.84 - $24.77 $29.8K - $35.5K
34.7K $753K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.1K
- 3.22%
$126.11 - $135.06 $139K - $149K
33.1K $4.26M
TRMK
Trustmark Corp

Financial Services
-2.34K
- 15.27%
$32.92 - $38.83 $77K - $90.9K
13K $447K
VTI
Vanguard Total Stock Market Et

ETFs
-80
- 1.8%
$271.18 - $303.12 $21.7K - $24.2K
4.37K $1.2M
CSCO
Cisco Systems, Inc.

Technology
-1.8K
- 14.14%
$58.74 - $64.87 $106K - $117K
11K $675K
PG
Procter & Gamble CO

Consumer Defensive
-764
- 4.1%
$158.56 - $176.26 $121K - $135K
17.9K $3.05M
QCOM
Qualcomm Inc

Technology
-499
- 11.44%
$151.94 - $175.86 $75.8K - $87.8K
3.86K $593K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-33
- 0.16%
$67.03 - $74.61 $2.21K - $2.46K
20.9K $1.42M
AMAT
Applied Materials Inc

Technology
-268
- 14.73%
$145.06 - $195.51 $38.9K - $52.4K
1.55K $225K
MRK
Merck & Co., Inc.

Healthcare
-225
- 4.58%
$83.01 - $101.02 $18.7K - $22.7K
4.69K $420K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-11
- 0.07%
$40.03 - $46.81 $440 - $515
15.2K $620K
ADBE
Adobe Inc.

Technology
-61
- 9.3%
$377.84 - $464.11 $23K - $28.3K
595 $228K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-1.53K
- 7.08%
$47.59 - $48.35 $72.7K - $73.9K
20K $969K
WMT
Walmart Inc.

Consumer Defensive
-241
- 1.59%
$84.5 - $105.05 $20.4K - $25.3K
14.9K $1.31M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-3.23K
- 7.58%
$25.81 - $28.52 $83.3K - $92.1K
39.4K $1.08M
ITW
Illinois Tool Works Inc

Industrials
-143
- 10.51%
$244.9 - $274.48 $35K - $39.3K
1.22K $301K
ACN
Accenture PLC

Technology
-38
- 4.9%
$300.91 - $398.25 $11.4K - $15.1K
737 $229K
VCIT
Vanguard Intermediate Term Cor

ETFs
-568
- 17.7%
$79.17 - $82.04 $45K - $46.6K
2.64K $215K
DGRO
Ishares Core Dividend Growth E

ETFs
-737
- 6.35%
$60.46 - $64.42 $44.6K - $47.5K
10.9K $671K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-159
- 2.41%
$57.21 - $65.8 $9.1K - $10.5K
6.43K $375K
PEP
Pepsico Inc

Consumer Defensive
-139
- 2.49%
$142.64 - $156.42 $19.8K - $21.7K
5.44K $815K
CSL
Carlisle Companies Inc

Industrials
-20
- 2.27%
$326.43 - $408.24 $6.53K - $8.16K
861 $293K
ABBV
Abb Vie Inc.

Healthcare
-452
- 21.86%
$169.2 - $216.66 $76.5K - $97.9K
1.62K $338K
LMT
Lockheed Martin Corp

Industrials
-3
- 0.52%
$423.19 - $506.29 $1.27K - $1.52K
571 $255K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-623
- 4.91%
$28.55 - $29.09 $17.8K - $18.1K
12.1K $348K
AMGN
Amgen Inc

Healthcare
-353
- 18.43%
$258.59 - $327.36 $91.3K - $116K
1.56K $486K
VIG
Vanguard Dividend Appreciation

ETFs
-38
- 0.3%
N/A
12.6K $2.3M
WFC
Wells Fargo & Company

Financial Services
-166
- 5.1%
$66.78 - $81.42 $11.1K - $13.5K
3.09K $221K
BDX
Becton Dickinson & CO

Healthcare
-10
- 1.06%
$222.79 - $249.08 $2.23K - $2.49K
931 $213K
Activity Summary
Buys All Purchases 36 New Holdings 5 Increased Positions 31 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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