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 | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Sutton Wealth Advisors Inc. reports $203.31M in US-listed equity holdings across 865 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (11.7%), AAPL (6.5%) and VOO (6.1%). Figures reflect the Q3 2023 filing.
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Holdings on this page are parsed from Sutton Wealth Advisors Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1999828). View Sutton Wealth Advisors Inc.’s 13F filings on SEC