Sutton Wealth Advisors Inc. Portfolio Holdings

Sutton Wealth Advisors Inc.

  • $203 Billion
  • Q3 2023

Sutton Wealth Advisors Inc. has filed its 13F form on November 08, 2023 for Q3 2023 where it was disclosed a total value porftolio of $203 Billion distributed in 865 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $23.8B, Apple Inc. with a value of $13.2B, Vanguard Index Fds S&P 500 ETF with a value of $12.3B, Lincoln Electric Holdings Inc with a value of $8.5B, and Ishares Tr Russell 1000 ETF with a value of $7.21B.

Examining the 13F form we can see an decrease of $3.04B in the current position value, from $206B to 203B. Also it can be appreciated an additional of 35 stocks purchases and 28 closed positions.

Sutton Wealth Advisors Inc. is based out at Tampa, FL

Below you can find more details about Sutton Wealth Advisors Inc. portfolio as well as his latest detailed transactions.

Portfolio value $203 Billion
ETFs: $101 Billion
Technology: $25 Billion
Healthcare: $19.8 Billion
Industrials: $15.6 Billion
Financial Services: $12.9 Billion
Consumer Cyclical: $8.97 Billion
Consumer Defensive: $5.36 Billion
Communication Services: $5.24 Billion
Other: $7.77 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$23.8 Billion 11.71% of portfolio
470,392
Q3 2023 Added 0.9%
$3.38T
$13.2 Billion 6.48% of portfolio
76,979
Q3 2023 Added 1.24%
$0
$12.3 Billion 6.07% of portfolio
31,419
Q3 2023 Added 5.75%
$10.9B
$8.5 Billion 4.18% of portfolio
46,770
Q2 2023 Reduced 2.15%
$0
$7.21 Billion 3.55% of portfolio
30,697
Q3 2023 Reduced 0.91%
$303B
$5.69 Billion 2.8% of portfolio
38,197
Q3 2023 Added 1.03%
$0
$5.43 Billion 2.67% of portfolio
78,343
Q3 2023 Added 1.14%
$0
$5.26 Billion 2.58% of portfolio
140,211
Q3 2023 New
$0
$5.23 Billion 2.57% of portfolio
55,489
Q3 2023 Added 9.22%
$0
$4.69 Billion 2.31% of portfolio
10,964
Q3 2023 Added 0.38%
$0
$4.67 Billion 2.3% of portfolio
93,153
Q3 2023 Added 4.34%
$3.33T
$4.5 Billion 2.21% of portfolio
14,251
Q3 2023 Added 3.67%
$0
$4.26 Billion 2.1% of portfolio
102,888
Q3 2023 Reduced 3.07%
$382B
$3.37 Billion 1.66% of portfolio
21,638
Q3 2023 Reduced 1.89%
$187B
$3.27 Billion 1.61% of portfolio
12,428
Q3 2023 Reduced 1.0%
$182B
$3.1 Billion 1.52% of portfolio
31,989
Q3 2023 Reduced 1.19%
$1.09T
$2.77 Billion 1.36% of portfolio
21,185
Q3 2023 Added 2.55%
$99.1B
$2.65 Billion 1.3% of portfolio
11,015
Q3 2023 Added 0.19%
$306B
$2.41 Billion 1.19% of portfolio
14,322
Q3 2023 Added 0.83%
$593B
$2.23 Billion 1.1% of portfolio
15,408
Q3 2023 Added 2.4%
$352B
$1.9 Billion 0.93% of portfolio
6,274
Q3 2023 Added 0.29%
$308B
$1.83 Billion 0.9% of portfolio
4,206
Q3 2023 Added 3.75%
$0
$1.73 Billion 0.85% of portfolio
25,509
Q3 2023 Reduced 1.39%
$314B
$1.61 Billion 0.79% of portfolio
15,680
Q3 2023 Added 1.49%
$860B
$1.59 Billion 0.78% of portfolio
2,952
Q3 2023 Added 0.51%
$0
$1.33 Billion 0.66% of portfolio
17,532
Q3 2023 Added 28.01%
$0
$1.31 Billion 0.64% of portfolio
54,648
Q3 2023 Reduced 70.63%
$381B
$1.3 Billion 0.64% of portfolio
12,304
Q3 2023 Added 0.85%
$0
$1.22 Billion 0.6% of portfolio
4,571
Q3 2023 Reduced 0.52%
$0
$1.22 Billion 0.6% of portfolio
11,292
Q3 2023 Reduced 0.02%
$0
$1.22 Billion 0.6% of portfolio
45,036
Q3 2023 Added 51.08%
$391B
$1.2 Billion 0.59% of portfolio
8,254
Q3 2023 Added 1.29%
$0
$1.12 Billion 0.55% of portfolio
5,913
Q3 2023 Added 0.44%
$1.97T
$1.12 Billion 0.55% of portfolio
8,827
Q3 2023 Added 8.64%
$1.12T
$1.11 Billion 0.54% of portfolio
8,382
Q3 2023 Added 3.33%
$529B
$1.08 Billion 0.53% of portfolio
3,091
Q3 2023 Added 3.79%
$319B
$1.02 Billion 0.5% of portfolio
37,098
Q3 2023 Reduced 0.71%
$137B
$992 Million 0.49% of portfolio
4,771
Q3 2023 Reduced 0.54%
$650B
$991 Million 0.49% of portfolio
1,193
Q3 2023 Added 2.4%
$0
$1 Billion 0.49% of portfolio
29,975
Q1 2023 Reduced 3.42%
$0
$924 Million 0.45% of portfolio
30,322
Q1 2023 Added 13.19%
$227B
$917 Million 0.45% of portfolio
5,412
Q3 2023 Added 6.26%
$176B
$848 Million 0.42% of portfolio
3,107
Q3 2023 Added 1.34%
$0
$856 Million 0.42% of portfolio
4,841
Q2 2023 Added 13.29%
$0
$826 Million 0.41% of portfolio
3,965
Q3 2023 Reduced 2.24%
$0
$791 Million 0.39% of portfolio
25,839
Q2 2022 Added 76.09%
$101B
$780 Million 0.38% of portfolio
2,728
Q3 2023 Added 0.48%
$0
$774 Million 0.38% of portfolio
10,642
Q3 2023 Added 0.01%
$0
$742 Million 0.37% of portfolio
19,555
Q3 2023 Reduced 61.87%

Summary

  • Portfolio
  • No. of Stocks 865
  • Current Value $203 Billion
  • Prior Value $206 Billion
  • Filing
  • Period Q3 2023
  • Filing Date November 08, 2023
  • Form Type 13F-HR
  • Activity in Q3 2023
  • New Purchases 35 stocks
  • Additional Purchases 363 stocks
  • Sold out of 28 stocks
  • Reduced holdings in 138 stocks
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