SW
| |
Sutton Wealth Advisors Inc.13F | |
| Sutton Wealth Advisors Inc. | |
| Last update 2023-11-12 | 861 Stocks (37 new) |
| Value $202.00 Mil | Turnover 5 % |
Sutton Wealth Advisors Inc. Top Holdings of 2023-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHX | Schwab U.S. Large-Cap ETF | 470,392 | 23,801.8 | +0.90% | 11.790 | +0.10% | 0.070 | +19.93% | +7.89% | 56,889.6 | ||
AAPL | Apple Inc | 76,979 | 13,179.6 | +1.24% | 6.530 | +0.08% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
VOO | Vanguard S&P 500 ETF | 31,419 | 12,338.3 | +5.75% | 6.110 | +0.33% | 0.000 | +19.59% | +7.78% | 660,834.1 | ||
LECO | Lincoln Electric Holdings Inc | 46,770 | 8,502.3 | 0% | 4.210 | 0% | 0.080 | +25.59% | +19.30% | 12,392.3 | Industrial Products | |
IWB | iShares Russell 1000 ETF | 30,697 | 7,211.0 | -0.91% | 3.570 | -0.03% | 0.020 | +19.79% | +7.71% | 41,628.5 | ||
ABBV | AbbVie Inc | 38,197 | 5,693.6 | +1.03% | 2.820 | +0.03% | 0.000 | +10.35% | +9.44% | 334,309.4 | Drug Manufacturers | |
IWR | iShares Russell Mid-Cap ETF | 78,343 | 5,425.3 | +1.14% | 2.690 | +0.03% | 0.020 | +17.12% | +6.87% | 43,057.9 | ||
DEM |
WisdomTree Emerging Markets High Dividend Fund
WisdomTree Emerging Markets High Dividend Fund
| 140,211 | 5,255.1 | New Holding | 2.600 | +2.60% | 0.240 | +13.82% | +15.74% | 3,083.7 | ||
IJR | iShares Core S&P Small-Cap ETF | 55,489 | 5,234.3 | +9.22% | 2.590 | +0.22% | 0.010 | +16.59% | -2.25% | 81,337.5 | ||
SPY | S&P 500 ETF TRUST ETF | 10,964 | 4,686.9 | +0.38% | 2.320 | +0.01% | 0.000 | +19.57% | +7.72% | 643,289.7 |
Sutton Wealth Advisors Inc.'s Historical Top Holdings Breakdowns
Sutton Wealth Advisors Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DEM |
WisdomTree Emerging Markets High Dividend Fund
WisdomTree Emerging Markets High Dividend Fund
| 2023-09-30 | New Buy New Buy | +2.60% | 37.23 ($38.88) 40.83 | $45.82 | 17.85% | New holding | 140,211 | 140,211 | |
SCHE | Schwab Emerging Markets Equity ETF | 2023-09-30 | Reduce Reduce | -1.58% | 23.83 ($24.77) 26.11 | $30.75 | 24.14% | Reduce -70.63% | 54,648 | -131,407 | |
EEM | iShares MSCI Emerging Markets ETF | 2023-09-30 | Reduce Reduce | -0.61% | 37.76 ($39.6) 41.95 | $49.08 | 23.94% | Reduce -61.87% | 19,555 | -31,724 | |
VOO | Vanguard S&P 500 ETF | 2023-09-30 | Add Add | +0.33% | 392.7 ($408.89) 420.68 | $576.92 | 41.09% | Add 5.75% | 31,419 | 1,707 | |
IJR | iShares Core S&P Small-Cap ETF | 2023-09-30 | Add Add | +0.22% | 92.9 ($99.9) 105.16 | $111.87 | 11.98% | Add 9.22% | 55,489 | 4,685 | |
ANGL |
VanEck Vectors Fallen Angel High Yield Bond ETF
VanEck Vectors Fallen Angel High Yield Bond ETF
| 2023-09-30 | Add Add | +0.20% | 27.06 ($27.54) 27.91 | $29.07 | 5.56% | Add 51.08% | 45,036 | 15,227 | |
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 2023-09-30 | Add Add | +0.14% | 75.83 ($77.8) 79.4 | $82.25 | 5.72% | Add 28.01% | 17,532 | 3,836 | |
IJH | iShares Core S&P Mid-Cap ETF | 2023-09-30 | Add Add | +0.13% | 49.23 ($52.4) 54.48 | $63.46 | 21.11% | Add 136.29% | 9,050 | 1,044 | |
VZ | Verizon Communications Inc | 2023-09-30 | Reduce Reduce | -0.12% | 31.46 ($33.79) 37.48 | $40.84 | 20.86% | Reduce -57.47% | 5,007 | -6,767 | |
ICF | iShares Cohen & Steers REIT ETF | 2023-09-30 | Add Add | +0.10% | 49.48 ($54.66) 57.6 | $61.65 | 12.79% | Add 4.34% | 93,153 | 3,871 |
Sutton Wealth Advisors Inc. Total Holding History ($B)
Sutton Wealth Advisors Inc.'s Asset Allocation
Sutton Wealth Advisors Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Sutton Wealth Advisors Inc.'s Hypothetical Growth since 2023-09-30
Sutton Wealth Advisors Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Sutton Wealth Advisors Inc.'s Holdings Heat Map
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Sutton Wealth Advisors Inc.'s Holdings Bubble Chart
Sutton Wealth Advisors Inc. News
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