Sutton Wealth Advisors Inc. Reduced Holdings in Q3 2023

Sutton Wealth Advisors Inc.

  • $203 Billion
  • Q3 2023
Stock Shares change Price Range Shares Held Trade History
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-131K
- 70.63%
$23.83 - $26.11 $3.13M - $3.43M
54.6K $1.31B
EEM
Ishares Msci Emerging Markets

ETFs
-31.7K
- 61.87%
$37.76 - $41.95 $1.2M - $1.33M
19.6K $742M
MCD
Mcdonalds Corp

Consumer Cyclical
-125
- 1.0%
$263.44 - $297.13 $32.9K - $37.1K
12.4K $3.27B
ABT
Abbott Laboratories

Healthcare
-384
- 1.19%
$95.53 - $114.62 $36.7K - $44K
32K $3.1B
SCHA
Schwab Strategic Tr Us Small C

ETFs
-3.26K
- 3.07%
$40.85 - $46.1 $133K - $150K
103K $4.26B
IWB
Ishares Tr Russell 1000 ETF

ETFs
-283
- 0.91%
$234.05 - $252.17 $66.2K - $71.4K
30.7K $7.21B
JNJ
Johnson & Johnson

Healthcare
-416
- 1.89%
$155.75 - $174.48 $64.8K - $72.6K
21.6K $3.37B
VZ
Verizon Communications Inc

Communication Services
-6.77K
- 57.47%
$31.46 - $37.48 $213K - $254K
5.01K $162M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.23K
- 14.76%
$102.02 - $108.51 $125K - $133K
7.08K $722M
DUK
Duke Energy Corp

Utilities
-1.66K
- 31.29%
$86.65 - $95.56 $144K - $159K
3.65K $323M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-360
- 1.39%
$66.75 - $73.98 $24K - $26.6K
25.5K $1.73B
LOW
Lowes Companies Inc

Consumer Cyclical
-26
- 0.54%
$206.96 - $235.09 $5.38K - $6.11K
4.77K $992M
EMB
Ishares Tr

ETFs
-1.04K
- 99.05%
$82.42 - $87.68 $85.6K - $91.1K
10 $825K
RTX
Raytheon Technologies Corp

Industrials
-30
- 1.03%
$71.58 - $98.39 $2.15K - $2.95K
2.89K $208M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.73K
- 38.82%
$39.04 - $43.07 $67.5K - $74.4K
2.72K $107M
XLP
Consumer Staples Sector Spdr

ETFs
-148
- 1.41%
$68.8 - $76.1 $10.2K - $11.3K
10.4K $714M
VO
Vanguard Mid Cap ETF

ETFs
-91
- 2.24%
$206.6 - $228.23 $18.8K - $20.8K
3.97K $826M
DVY
Ishares Tr

ETFs
-2
- 0.02%
$107.44 - $118.16 $215 - $236
11.3K $1.22B
BSCN
Invesco Et Self Idxd Fd Tr Bul

ETFs
-2.77K
- 35.8%
$21.17 - $21.26 $58.6K - $58.8K
4.96K $105M
BAC
Bank Of America Corp

Financial Services
-266
- 0.71%
$27.17 - $32.65 $7.23K - $8.68K
37.1K $1.02B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-24
- 0.52%
$263.8 - $285.38 $6.33K - $6.85K
4.57K $1.22B
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-1.22K
- 65.81%
$20.9 - $30.85 $25.6K - $37.8K
636 $14.1M
DIS
Walt Disney CO

Communication Services
-340
- 25.54%
$79.9 - $91.76 $27.2K - $31.2K
991 $80.3M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-352
- 86.27%
$87.64 - $100.82 $30.8K - $35.5K
56 $5M
TGT
Target Corp

Consumer Defensive
-51
- 4.08%
$109.48 - $136.47 $5.58K - $6.96K
1.2K $132M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-225
- 5.72%
$69.39 - $75.35 $15.6K - $17K
3.71K $257M
T
At&T Inc.

Communication Services
-1.69K
- 43.07%
$13.45 - $16.12 $22.8K - $27.3K
2.24K $33.6M
TXN
Texas Instruments Inc

Technology
-11
- 0.9%
$157.96 - $186.08 $1.74K - $2.05K
1.21K $192M
UPS
United Parcel Service Inc

Industrials
-1
- 0.11%
$151.9 - $188.34 $152 - $188
911 $142M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-294
- 3.05%
$49.74 - $50.37 $14.6K - $14.8K
9.33K $465M
CCI
Crown Castle International Corp

Real Estate
-87
- 22.03%
$89.7 - $117.87 $7.8K - $10.3K
308 $28.3M
PJUN
Innovator U.S. Equity Power Bu

ETFs
-318
- 1.72%
$31.24 - $32.1 $9.93K - $10.2K
18.2K $570M
BXSL
Blackstone Secured Lending Fund

Financial Services
-841
- 29.65%
$26.67 - $28.77 $22.4K - $24.2K
2K $54.6M
MMM
3 M CO

Industrials
-25
- 1.19%
$93.26 - $112.64 $2.33K - $2.82K
2.08K $195M
O
Realty Income Corp

Real Estate
-17
- 1.16%
$49.62 - $63.75 $844 - $1.08K
1.45K $72.4M
ALB
Albemarle Corp

Basic Materials
-7
- 3.0%
$162.63 - $243.44 $1.14K - $1.7K
226 $38.4M
PFG
Principal Financial Group Inc

Financial Services
-169
- 32.94%
$72.0 - $84.1 $12.2K - $14.2K
344 $24.8M
HPQ
Hp Inc

Technology
-400
- 51.35%
$25.57 - $33.56 $10.2K - $13.4K
379 $9.74M
DOW
Dow Inc.

Basic Materials
-68
- 1.22%
$50.25 - $56.47 $3.42K - $3.84K
5.52K $284M
PGR
Progressive Corp

Financial Services
-75
- 27.08%
$114.78 - $143.26 $8.61K - $10.7K
202 $28.1M
AEP
American Electric Power CO Inc

Utilities
-55
- 12.04%
$74.67 - $87.93 $4.11K - $4.84K
402 $30.2M
HYG
Ishares Tr

ETFs
-108
- 4.86%
$73.48 - $75.65 $7.94K - $8.17K
2.12K $156M
COF
Capital One Financial Corp

Financial Services
-43
- 8.3%
$95.49 - $117.96 $4.11K - $5.07K
475 $46.1M
CRM
Salesforce, Inc.

Technology
-24
- 3.63%
$202.49 - $234.37 $4.86K - $5.62K
637 $129M
AXP
American Express CO

Financial Services
-1
- 0.25%
$149.19 - $178.04 $149 - $178
392 $58.5M
DFS
Discover Financial Services

Financial Services
-82
- 35.96%
$85.26 - $121.85 $6.99K - $9.99K
146 $12.6M
FCX
Freeport Mcmoran Inc

Basic Materials
-112
- 5.67%
$36.55 - $44.65 $4.09K - $5K
1.86K $69.4M
ELV
Elevance Health, Inc.

Healthcare
-16
- 17.39%
$414.13 - $475.93 $6.63K - $7.61K
76 $33.1M
GS
Goldman Sachs Group Inc

Financial Services
-29
- 13.55%
$313.0 - $358.93 $9.08K - $10.4K
185 $59.9M
Activity Summary
Buys All Purchases 398 New Holdings 35 Increased Positions 363 Sells All Sells 166 Reductions 138 Sold out 28 Options Calls 0 Puts 0
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