Sunburst Financial Group, LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $427 Million distributed in 116 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $49.6M, Fidelity Merrimack Str Tr Tota with a value of $48.6M, ETF Ser Solutions Aptus Collar with a value of $37.5M, Schwab Strategic Tr Us Dividen with a value of $36.7M, and Spdr Portfolio with a value of $33.6M.
Examining the 13F form we can see an increase of $37.5M in the current position value, from $389M to 427M.
Below you can find more details about Sunburst Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$427 Million
ETFs: $377 Million
Technology: $20.5 Million
Financial Services: $6.97 Million
Consumer Defensive: $5.38 Million
Consumer Cyclical: $4.31 Million
Industrials: $4.02 Million
Healthcare: $3.7 Million
Communication Services: $2.21 Million
Other: $2.7 Million
Stock Holdings Table Market Cap. of $200 Billions or more
