Sutton Place Investors LLC Incresed Positions in Q4 2024

Sutton Place Investors LLC

  • $169 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
90K
+ 53.97%
$29.0 - $31.6 $2.61M - $2.84M
257K $7.49M
AAPL
Apple Inc.

Technology
541
+ 1.56%
$221.69 - $259.02 $120K - $140K
35.3K $8.83M
DFIC
Dimensional ETF Tr Dimensional

ETFs
28K
+ 248.93%
$25.61 - $28.0 $717K - $784K
39.2K $1.01M
JPM
Jpmorgan Chase & CO

Financial Services
216
+ 1.46%
$205.18 - $250.29 $44.3K - $54.1K
15K $3.61M
EFG
Msci Eafe Growth ETF

ETFs
6.37K
+ 38.05%
$96.83 - $106.88 $616K - $680K
23.1K $2.24M
TSLA
Tesla, Inc.

Consumer Cyclical
376
+ 19.07%
$213.65 - $479.86 $80.3K - $180K
2.35K $948K
AMZN
Amazon Com Inc

Consumer Cyclical
824
+ 11.19%
$180.88 - $232.93 $149K - $192K
8.19K $1.8M
DIHP
Dimensional ETF Tr Dimensional

ETFs
18.1K
+ 131.14%
$25.15 - $27.57 $455K - $499K
31.9K $805K
WBS
Webster Financial Corp

Financial Services
5.53K
+ 59.01%
$44.33 - $62.82 $245K - $347K
14.9K $822K
NVDA
Nvidia Corp

Technology
1.43K
+ 9.8%
$117.0 - $148.88 $167K - $213K
16K $2.15M
GOOGL
Alphabet Inc.

Communication Services
540
+ 9.7%
$161.86 - $196.66 $87.4K - $106K
6.11K $1.16M
IETC
Ishares U S ETF Tr

ETFs
100
+ 0.4%
$77.24 - $89.31 $7.72K - $8.93K
25.2K $2.15M
BBUS
J P Morgan Exchg Traded Fd

ETFs
1.33K
+ 7.57%
$102.46 - $110.17 $136K - $146K
18.9K $2M
IEFA
Ishares Tr

ETFs
3.49K
+ 37.58%
$70.06 - $77.43 $244K - $270K
12.8K $896K
GOOG
Alphabet Inc.

Communication Services
415
+ 12.33%
$163.08 - $198.16 $67.7K - $82.2K
3.78K $719K
GE
General Electric CO

Industrials
1.07K
+ 76.82%
$159.95 - $194.23 $171K - $207K
2.46K $409K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
3.3K
+ 23.74%
$68.25 - $75.42 $225K - $249K
17.2K $1.18M
WMT
Walmart Inc.

Consumer Defensive
959
+ 24.26%
$79.1 - $95.7 $75.9K - $91.8K
4.91K $443K
SCHW
Schwab Charles Corp

Financial Services
269
+ 3.25%
$63.31 - $82.85 $17K - $22.3K
8.54K $631K
META
Meta Platforms, Inc.

Communication Services
105
+ 5.43%
$554.08 - $632.68 $58.2K - $66.4K
2.04K $1.2M
NFLX
Netflix Inc

Communication Services
37
+ 10.91%
$687.65 - $936.56 $25.4K - $34.7K
376 $335K
MSFT
Microsoft Corp

Technology
368
+ 4.94%
$406.35 - $454.46 $150K - $167K
7.82K $3.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
85
+ 3.07%
$567.81 - $607.81 $48.3K - $51.7K
2.85K $1.67M
COF
Capital One Financial Corp

Financial Services
21
+ 0.79%
$145.19 - $192.01 $3.05K - $4.03K
2.68K $477K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
1.26K
+ 10.74%
$63.01 - $68.55 $79.6K - $86.6K
13K $824K
V
Visa Inc.

Financial Services
93
+ 10.04%
$273.87 - $320.91 $25.5K - $29.8K
1.02K $322K
MS
Morgan Stanley

Financial Services
102
+ 4.59%
$104.42 - $134.99 $10.7K - $13.8K
2.32K $292K
AXP
American Express CO

Financial Services
27
+ 1.3%
$267.35 - $305.57 $7.22K - $8.25K
2.1K $622K
EMR
Emerson Electric CO

Industrials
40
+ 1.04%
$108.13 - $134.33 $4.33K - $5.37K
3.87K $479K
CSCO
Cisco Systems, Inc.

Technology
211
+ 2.84%
$52.45 - $60.02 $11.1K - $12.7K
7.65K $452K
BMY
Bristol Myers Squibb CO

Healthcare
273
+ 3.57%
$51.92 - $59.94 $14.2K - $16.4K
7.92K $447K
BAC
Bank Of America Corp

Financial Services
471
+ 6.55%
$39.22 - $47.77 $18.5K - $22.5K
7.66K $336K
DFAS
Dimensional ETF Tr U S Small C

ETFs
642
+ 2.08%
$63.58 - $71.15 $40.8K - $45.7K
31.6K $2.05M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
122
+ 7.0%
$442.29 - $483.08 $54K - $58.9K
1.86K $844K
COST
Costco Wholesale Corp

Consumer Defensive
35
+ 13.41%
$873.59 - $994.69 $30.6K - $34.8K
296 $271K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
15
+ 1.03%
$172.07 - $207.36 $2.58K - $3.11K
1.47K $290K
MA
Mastercard Inc

Financial Services
41
+ 8.09%
$491.3 - $536.15 $20.1K - $22K
548 $288K
KKR
Kkr & Co. Inc.

Financial Services
21
+ 1.27%
$129.87 - $162.87 $2.73K - $3.42K
1.68K $248K
TRV
Travelers Companies, Inc.

Financial Services
7
+ 0.16%
$225.97 - $266.66 $1.58K - $1.87K
4.51K $1.09M
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
235
+ 7.19%
$93.27 - $105.01 $21.9K - $24.7K
3.5K $337K
QUAL
Ishares Msci Usa Quality Facto

ETFs
261
+ 1.8%
$176.42 - $186.91 $46K - $48.8K
14.7K $2.62M
MUB
Ishares National Muni Bond ETF

ETFs
370
+ 6.52%
$105.78 - $108.7 $39.1K - $40.2K
6.05K $644K
KR
Kroger CO

Consumer Defensive
10
+ 0.23%
$55.21 - $63.3 $552 - $633
4.34K $265K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
3
+ 0.05%
$124.61 - $133.96 $374 - $402
6.02K $774K
JCPB
J P Morgan Exchange Traded Fd

ETFs
691
+ 8.67%
$46.07 - $48.17 $31.8K - $33.3K
8.66K $398K
IEMG
Ishares Inc

ETFs
196
+ 2.56%
N/A
7.86K $421K
ABT
Abbott Laboratories

Healthcare
80
+ 3.32%
$111.93 - $119.39 $8.95K - $9.55K
2.49K $281K
ETN
Eaton Corp PLC

Industrials
17
+ 2.11%
$326.96 - $377.52 $5.56K - $6.42K
822 $272K
CVX
Chevron Corp

Energy
106
+ 2.45%
$141.15 - $162.53 $15K - $17.2K
4.43K $641K
Activity Summary
Buys All Purchases 89 New Holdings 10 Increased Positions 79 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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