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 Market Cap. of $10 Billions to $200 Billions
