Sunburst Financial Group, LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $387 Million distributed in 109 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Fidelity Merrimack Str Tr Tota with a value of $44.3M, Schwab Strategic Tr Us Broad M with a value of $44M, Schwab Strategic Tr Us Dividen with a value of $35.8M, ETF Ser Solutions Aptus Collar with a value of $31.1M, and Vanguard Sht Term Corp Bd ETF with a value of $29M.
Examining the 13F form we can see an increase of $13.1M in the current position value, from $373M to 387M.
Below you can find more details about Sunburst Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$387 Million
ETFs: $340 Million
Technology: $18.7 Million
Financial Services: $6.37 Million
Consumer Defensive: $5.61 Million
Consumer Cyclical: $4.19 Million
Healthcare: $4.17 Million
Industrials: $3.06 Million
Communication Services: $2.1 Million
Other: $2.12 Million
Stock Holdings Table Market Cap. of $200 Billions or more
