Sutton Wealth Advisors Inc. 13F Holdings
CIK 0001999828 · TAMPA, FL
As of Sep 30, 2023, Sutton Wealth Advisors Inc. reported 865 positions worth
CIK 0001999828 · TAMPA, FL
As of Sep 30, 2023, Sutton Wealth Advisors Inc. reported 865 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 470,392 | $23.8M | 12.23% |
| APPLE INC | AAPL | Technology | 76,979 | 3.2M | 6.77% |
| VANGUARD 500 INDEX FUND | VOO | — | 31,419 | 2.3M | 6.34% |
| LINCOLN ELECTRIC HOLDINGS INC | LECO | Industrials | 46,770 | $8.5M | 4.37% |
| ISHARES RUSSELL 1000 ETF | IWB | — | 30,697 | $7.2M | 3.71% |
| ABBVIE INC | ABBV | Equity | 38,197 | $5.7M | 2.93% |
| ISHARES RUSSELL MID-CAP ETF | IWR | — | 78,343 | $5.4M | 2.79% |
| WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | DEM | — | 140,211 | $5.3M | 2.70% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 55,489 | $5.2M | 2.69% |
| SPDR S&P 500 ETF TRUST | SPY | — | 10,964 | $4.7M | 2.41% |
| ISHARES SELECT US REIT ETF | ICF | — | 93,153 | $4.7M | 2.40% |
| MICROSOFT CORP | MSFT | Technology | 14,251 | $4.5M | 2.31% |
| SCHWAB US SMALL-CAP ETF | SCHA | — | 102,888 | $4.3M | 2.19% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 21,638 | $3.4M | 1.73% |
| MCDONALDS CORP | MCD | Consumer Cyclical | 12,428 | $3.3M | 1.68% |
| ABBOTT LABORATORIES | ABT | Healthcare | 31,989 | $3.1M | 1.59% |
| BLACKSTONE INC | BX | Financial Services | 28,176 | $3.0M | 1.55% |
| ALPHABET INC | GOOGL | Equity | 21,185 | $2.8M | 1.43% |
| AUTOMATIC DATA PROCESSING INC | ADP | Industrials | 11,015 | $2.6M | 1.36% |
| CHEVRON CORP | CHV | Energy | 14,322 | $2.4M | 1.24% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 15,408 | $2.2M | 1.15% |
| HOME DEPOT INC | HD | Consumer Cyclical | 6,274 | .9M | 0.97% |
| NVIDIA CORP | NVDA | Technology | 4,206 | .8M | 0.94% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 25,509 | .7M | 0.89% |
| MERCK & CO INC | MRK | Healthcare | 15,680 | .6M | 0.83% |