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
-0.77%
+2.38%
18,330.3
 
SCHB 		Schwab U.S. Broad Market ETF
1,997,828
43,013.3
+2.99%
10.560
+0.31%
0.140
+2.34%
+1.57%
33,043.5
 
SCHD 		Schwab US Dividend Equity ETF
1,340,110
37,469.5
+2.15%
9.200
+0.19%
0.050
-6.06%
-2.35%
68,788.9
 
ACIO 		Aptus Collared Investment Opportunity ETF
859,881
33,268.8
+11.31%
8.170
+0.83%
1.880
+1.58%
+0.88%
1,876.0
 
VCSH 		Vanguard Short-Term Corporate Bond ETF
396,907
31,331.8
+6.70%
7.690
+0.48%
0.090
+1.14%
+2.74%
34,672.8
 
SPYG 		SPDR Portfolio S&P 500 Growth ETF
337,910
27,157.8
+2.49%
6.670
+0.16%
0.090
+6.68%
+3.67%
35,162.4
 
IWF 		iShares Russell 1000 Growth ETF
44,257
15,980.8
-0.16%
3.920
-0.01%
0.020
+5.29%
+0.91%
106,684.2
 
IQLT 		iShares MSCI Intl Quality Factor ETF
398,188
15,804.1
+10.80%
3.880
+0.38%
0.150
+6.77%
+15.57%
11,637.8
 
DRSK 		Aptus Defined Risk ETF
503,454
13,729.2
+24.43%
3.370
+0.66%
1.170
+0.27%
+3.09%
1,222.4
 
JUCY 		Aptus Enhanced Yield ETF
530,514
12,111.6
+4.18%
2.970
+0.12%
3.900
-0.88%
+0.73%
290.2
 

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 ETF2025-03-31Add
+0.83%
●
38.36 ($40.2) 41.43
$40.54
0.85%
Add 11.31%
859,881
87,379
DRSK 		Aptus Defined Risk ETF2025-03-31Add
+0.66%
●
27.06 ($27.82) 28.23
$28.07
0.90%
Add 24.43%
503,454
98,847
FBND 		Fidelity Total Bond ETF2025-03-31Add
+0.51%
●
44.41 ($45.29) 45.98
$45.08
-0.46%
Add 4.58%
1,031,633
45,167
VCSH 		Vanguard Short-Term Corporate Bond ETF2025-03-31Add
+0.48%
●
77.7 ($78.41) 78.94
$78.73
0.41%
Add 6.7%
396,907
24,935
IQLT 		iShares MSCI Intl Quality Factor ETF2025-03-31Add
+0.38%
●
36.91 ($39.42) 41.03
$42.90
8.83%
Add 10.8%
398,188
38,807
SCHB 		Schwab U.S. Broad Market ETF2025-03-31Add
+0.31%
●
21.23 ($22.75) 23.75
$22.99
1.05%
Add 2.99%
1,997,828
57,988
SCHD 		Schwab US Dividend Equity ETF2025-03-31Add
+0.19%
●
27.01 ($27.88) 28.54
$26.44
-5.16%
Add 2.15%
1,340,110
28,192
SPYG 		SPDR Portfolio S&P 500 Growth ETF2025-03-31Add
+0.16%
●
80.05 ($87.3) 92.39
$91.00
4.24%
Add 2.49%
337,910
8,202
JUCY 		Aptus Enhanced Yield ETF2025-03-31Add
+0.12%
●
22.74 ($22.88) 23.02
$22.24
-2.80%
Add 4.18%
530,514
21,266
NVDA 		NVIDIA Corp2025-03-31Add
+0.12%
●
106.98 ($126.74) 149.43
$141.40
11.57%
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

  • 1

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

Size field:

Sunburst Financial Group, LLC's Holdings Bubble Chart

Sunburst Financial Group, LLC News

  • 1

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