SF

Sunburst Financial Group, LLC

13F
Sunburst Financial Group, LLC
Last update 2025-05-08 111 Stocks (5 new)
Value $407.00 Mil Turnover 4 %
Countries:
Top Holdings: FBND(11.56%)SCHB(10.56%)SCHD(9.20%)ACIO(8.17%)VCSH(7.69%)
Summary Stock Picks Current Portfolio
Sunburst Financial Group, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
FBND
Fidelity Total Bond ETF
1,031,633
47,094.1
+4.58%
11.560
+0.51%
0.250
+1.50%
+3.59%
18,467.3
 
SCHB
Schwab U.S. Broad Market ETF
1,997,828
43,013.3
+2.99%
10.560
+0.31%
0.140
+23.52%
+5.82%
34,365.7
 
SCHD
Schwab US Dividend Equity ETF
1,340,110
37,469.5
+2.15%
9.200
+0.19%
0.050
+9.06%
+0.46%
70,168.9
 
ACIO
Aptus Collared Investment Opportunity ETF
Aptus Collared Investment Opportunity ETF
859,881
33,268.8
+11.31%
8.170
+0.83%
1.880
+13.61%
+3.10%
1,955.2
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
396,907
31,331.8
+6.70%
7.690
+0.48%
0.090
+2.09%
+3.54%
34,677.7
 
SPYG
SPDR Portfolio S&P 500 Growth ETF
337,910
27,157.8
+2.49%
6.670
+0.16%
0.090
+30.69%
+8.45%
37,684.5
 
IWF
iShares Russell 1000 Growth ETF
44,257
15,980.8
-0.16%
3.920
-0.01%
0.020
+30.46%
+6.03%
111,819.6
 
IQLT
iShares MSCI Intl Quality Factor ETF
iShares MSCI Intl Quality Factor ETF
398,188
15,804.1
+10.80%
3.880
+0.38%
0.150
+20.47%
+16.77%
11,863.1
 
DRSK
Aptus Defined Risk ETF
503,454
13,729.2
+24.43%
3.370
+0.66%
1.170
+6.30%
+5.56%
1,260.5
 
JUCY
Aptus Enhanced Yield ETF
530,514
12,111.6
+4.18%
2.970
+0.12%
3.900
+0.61%
+1.43%
269.4
 

Sunburst Financial Group, LLC's Historical Top Holdings Breakdowns

Sunburst Financial Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ACIO
Aptus Collared Investment Opportunity ETF
Aptus Collared Investment Opportunity ETF
2025-03-31
Add
Add
+0.83%
●
38.36 ($40.2) 41.43
$41.38
2.94%
Add 11.31%
859,881
87,379
DRSK
Aptus Defined Risk ETF
2025-03-31
Add
Add
+0.66%
●
27.06 ($27.82) 28.23
$28.47
2.33%
Add 24.43%
503,454
98,847
FBND
Fidelity Total Bond ETF
2025-03-31
Add
Add
+0.51%
●
44.41 ($45.29) 45.98
$45.44
0.32%
Add 4.58%
1,031,633
45,167
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
2025-03-31
Add
Add
+0.48%
●
77.7 ($78.41) 78.94
$79.05
0.82%
Add 6.7%
396,907
24,935
IQLT
iShares MSCI Intl Quality Factor ETF
iShares MSCI Intl Quality Factor ETF
2025-03-31
Add
Add
+0.38%
●
36.91 ($39.42) 41.03
$42.77
8.49%
Add 10.8%
398,188
38,807
SCHB
Schwab U.S. Broad Market ETF
2025-03-31
Add
Add
+0.31%
●
21.23 ($22.75) 23.75
$23.94
5.23%
Add 2.99%
1,997,828
57,988
SCHD
Schwab US Dividend Equity ETF
2025-03-31
Add
Add
+0.19%
●
27.01 ($27.88) 28.54
$26.93
-3.39%
Add 2.15%
1,340,110
28,192
SPYG
SPDR Portfolio S&P 500 Growth ETF
2025-03-31
Add
Add
+0.16%
●
80.05 ($87.3) 92.39
$95.26
9.12%
Add 2.49%
337,910
8,202
JUCY
Aptus Enhanced Yield ETF
2025-03-31
Add
Add
+0.12%
●
22.74 ($22.88) 23.02
$22.22
-2.88%
Add 4.18%
530,514
21,266
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.12%
●
106.98 ($126.74) 149.43
$158.40
24.98%
Add 14.02%
37,402
4,600

Sunburst Financial Group, LLC Total Holding History ($B)

To

Sunburst Financial Group, LLC's Asset Allocation

To

Sunburst Financial Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Sunburst Financial Group, LLC's Hypothetical Growth since 2025-03-31

Sunburst Financial Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Sunburst Financial Group, LLC's Holdings Heat Map

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Sunburst Financial Group, LLC's Holdings Bubble Chart

Sunburst Financial Group, LLC News

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