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
$19.6B
$2.59 Million 0.0% of portfolio
88
Q1 2021 New
$286M
$304,000 0.0% of portfolio
167
Q3 2023 New
$2.17B
$175,000 0.0% of portfolio
15
Q2 2023 New
$17.1B
$1.29 Million 0.0% of portfolio
22
Q4 2022 Reduced 88.24%
$7.6B
$2.25 Million 0.0% of portfolio
11
Q4 2020 New
$732M
$730,000 0.0% of portfolio
14
Q1 2023 Reduced 95.68%
$0
$4.1 Million 0.0% of portfolio
172
Q3 2023 New
$15.8B
$6.36 Million 0.0% of portfolio
110
Q3 2023 Added 168.29%
$1.14B
$49,000 0.0% of portfolio
2
Q3 2021 New
$4.3B
$771,000 0.0% of portfolio
21
Q1 2023 Reduced 40.0%
$30.3B
$5.94 Million 0.0% of portfolio
255
Q2 2023 New
$0
$6.15 Million 0.0% of portfolio
198
Q2 2020 New
$4.28B
$1.26 Million 0.0% of portfolio
77
Q3 2023 New
$8.61B
$4.35 Million 0.0% of portfolio
111
Q3 2023 Added 35.37%
$8.31B
$2.92 Million 0.0% of portfolio
47
Q1 2023 Reduced 33.8%

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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