StockDriftsStockDriftsTop 50 Sutton Wealth Advisors Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 11.71% | 470.4K | $23.8M | — | — | — | 2023-09-30 |
| AAPL | APPLE INC COM | 6.48% | 77.0K | $13.2M | — | — | — | 2023-09-30 |
| VOO | VANGUARD S&P 500 ETF | 6.07% | 31.4K | $12.3M | — | — | — | 2023-09-30 |
| LECO | LINCOLN ELEC HLDGS INC COM | 4.18% | 46.8K | $8.5M | — | — | — | 2023-09-30 |
| IWB | ISHARES RUSSELL 1000 ETF | 3.55% | 30.7K | $7.2M | — | — | — | 2023-09-30 |
| ABBV | ABBVIE INC COM | 2.8% | 38.2K | $5.7M | — | — | — | 2023-09-30 |
| IWR | ISHARES RUSSELL MIDCAP ETF | 2.67% | 78.3K | $5.4M | — | — | — | 2023-09-30 |
| DEM | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | 2.58% | 140.2K | $5.3M | — | — | — | 2023-09-30 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 2.57% | 55.5K | $5.2M | — | — | — | 2023-09-30 |
| SPY | SPDR S&P 500 ETF TRUST | 2.31% | 11.0K | $4.7M | — | — | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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