Sunburst Financial Group, LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $389 Million distributed in 111 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 $47.1M, Schwab Strategic Tr Us Broad M with a value of $43M, Schwab Strategic Tr Us Dividen with a value of $37.5M, ETF Ser Solutions Aptus Collar with a value of $33.3M, and Vanguard Sht Term Corp Bd ETF with a value of $31.3M.
Examining the 13F form we can see an increase of $2.85M in the current position value, from $387M to 389M.
Below you can find more details about Sunburst Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$389 Million
ETFs: $345 Million
Technology: $16.5 Million
Financial Services: $6.39 Million
Consumer Defensive: $5.45 Million
Healthcare: $4.53 Million
Consumer Cyclical: $3.7 Million
Industrials: $3.38 Million
Communication Services: $1.91 Million
Other: $2.46 Million
Stock Holdings Table Market Cap. of $200 Billions or more
