Sutton Place Investors

Latest statistics and disclosures from Sutton Place Investors's latest quarterly 13F-HR filing:

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Positions held by Sutton Place Investors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Sutton Place Investors

Companies in the Sutton Place Investors portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Ttl Stk (ITOT) 8.9 $7.5M +5% 79k 95.00
Spdr Ser Tr Portfolio S&p500 (SPLG) 7.0 $5.9M +23% 118k 50.10
Dimensional Etf Trust Us Core Equity 2 (DFAC) 6.2 $5.2M +9% 197k 26.22
Berkshire Hathaway Inc Del Cl A (BRK.A) 6.0 $5.1M 10.00 505400.00
Ishares Tr Msci Acwi Etf (ACWI) 5.3 $4.4M 47k 94.38
Ishares Tr Esg Awr Msci Usa (ESGU) 3.4 $2.8M +11% 30k 95.12
Dimensional Etf Trust Short Duration F (DFSD) 3.3 $2.8M -2% 59k 47.24
Select Sector Spdr Tr Energy (XLE) 3.0 $2.5M -3% 33k 76.19
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 2.7 $2.3M -3% 113k 19.89
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 2.6 $2.1M +83% 116k 18.44
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 2.3 $2.0M +57% 72k 27.07
Apple (AAPL) 2.3 $1.9M +14% 12k 161.80
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 2.2 $1.9M -18% 36k 51.59
Ishares Tr Core S&p Us Vlu (IUSV) 2.2 $1.9M 25k 74.36

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Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.8 $1.5M +130% 28k 53.66
First Tr Exchange-traded Risng Divd Achiv (RDVY) 1.7 $1.4M +63% 30k 46.69
Ishares Tr Us Treas Bd Etf (GOVT) 1.7 $1.4M 57k 24.13
Ishares Tr Eafe Value Etf (EFV) 1.6 $1.3M +15% 27k 48.83
Vanguard Index Fds Real Estate Etf (VNQ) 1.6 $1.3M 12k 109.75
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.5 $1.3M NEW 3.9k 325.30
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.5 $1.2M +60% 50k 24.95
Ishares Tr Eafe Grwth Etf (EFG) 1.5 $1.2M -14% 14k 90.76
Ishares Tr Core Msci Eafe (IEFA) 1.3 $1.1M +20% 17k 66.54
Ishares Tr Core Total Usd (IUSB) 1.3 $1.1M +8% 23k 47.68
Spdr Ser Tr Portfoli S&p1500 (SPTM) 1.2 $1.0M -30% 20k 52.52
Vanguard Index Fds Growth Etf (VUG) 1.2 $1.0M 4.0k 259.55
Vanguard Index Fds Value Etf (VTV) 1.2 $1.0M 6.9k 145.23
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $979k -25% 4.6k 214.22
Spdr Index Shs Fds S&p Intl Etf (DWX) 1.1 $954k 25k 38.16
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.1 $907k NEW 19k 48.52
Microsoft Corporation (MSFT) 1.0 $819k +34% 3.0k 274.19
Wisdomtree Tr Em Ex St-owned (XSOE) 1.0 $818k +25% 27k 30.37
First Tr Exchange-traded Lunt Us Factor (FCTR) 1.0 $796k +75% 26k 30.23
Exxon Mobil Corporation (XOM) 0.8 $689k +4% 8.1k 85.14
Ishares Tr Faln Angls Usd (FALN) 0.8 $662k -54% 25k 26.57
Dimensional Etf Trust Internatnal Val (DFIV) 0.7 $611k +26% 19k 32.52
Ishares Tr Mbs Etf (MBB) 0.7 $562k -25% 5.7k 97.76
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) 0.7 $555k 11k 50.45
Ishares U S Etf Tr Technology (IETC) 0.6 $537k 11k 48.80
JPMorgan Chase & Co. (JPM) 0.6 $530k +8% 4.2k 126.86
Charles Schwab Corporation (SCHW) 0.5 $453k -2% 6.4k 70.32
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $443k -2% 6.4k 69.29
Ishares Tr Msci Usa Value (VLUE) 0.5 $434k -40% 4.3k 101.95
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.5 $422k +91% 9.4k 44.77
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $416k 3.3k 126.83
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $392k -9% 1.5k 257.73
Pvh Corporation (PVH) 0.5 $381k +27% 5.1k 75.19
Ishares Tr National Mun Etf (MUB) 0.5 $380k -48% 3.6k 106.89
Webster Financial Corporation (WBS) 0.4 $368k NEW 7.4k 50.05
Ford Motor Company (F) 0.4 $332k +25% 22k 15.11
Schwab Strategic Tr Us Tips Etf (SCHP) 0.4 $320k -47% 5.4k 59.39
Ishares Tr U.s. Tech Etf (IYW) 0.4 $297k -19% 3.3k 90.85
Ishares Tr Core S&p500 Etf (IVV) 0.4 $296k +36% 693.00 427.13
Spdr Ser Tr Dj Reit Etf (RWR) 0.3 $290k -28% 2.4k 118.56
UnitedHealth (UNH) 0.3 $284k +18% 545.00 521.10
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.3 $281k +3% 2.6k 110.11
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $278k NEW 829.00 335.34
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $277k NEW 2.7k 103.05
Ishares U S Etf Tr Blackrock Short (MEAR) 0.3 $277k -13% 5.6k 49.73
First Tr Exchange Traded Indxx Nat Re Etf (FTRI) 0.3 $277k +4% 18k 15.86
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $276k -2% 3.6k 75.87
Ishares Tr Global Finls Etf (IXG) 0.3 $274k -40% 3.6k 75.52
Cisco Systems (CSCO) 0.3 $273k +8% 5.3k 51.33
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.3 $268k -7% 6.5k 41.14
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.3 $264k +8% 6.2k 42.92
Spdr Ser Tr Nyse Tech Etf (XNTK) 0.3 $249k -49% 2.1k 120.93
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.3 $248k +37% 5.6k 44.36
Johnson & Johnson (JNJ) 0.3 $246k NEW 1.4k 181.55
Amazon (AMZN) 0.3 $234k NEW 81.00 2888.89
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.3 $217k -38% 4.6k 46.88
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $217k 947.00 229.14
First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB) 0.3 $213k -57% 11k 19.96
International Business Machines (IBM) 0.2 $201k NEW 1.5k 138.05

Past Filings by Sutton Place Investors

SEC 13F filings are viewable for Sutton Place Investors going back to 2021