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Sutton Wealth Advisors

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

Top 5 stock holdings are SCHX, AAPL, VOO, LECO, IWB, and represent 31.99% of Sutton Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: DEM (+$5.3M), VOO, IJR, ANGL, VCIT, IJH, XLG, SCHX, PJUL, ICF.
Started 38 new stock positions in FTRE, NDSN, AWK, IBDT, WRB, SAVA, FYBR, EFAV, PODD, BWEN.
Reduced shares in these 10 stocks: SCHE, EEM, VZ, DUK, SCHA, LQD, SCHF, EMB, VWO, IWB.
Sold out of its positions in Arconic, AVNS, DINO, INGR, K, KIM, KSS, KTB, LYFT, M.
Sutton Wealth Advisors was a net buyer of stock by $5.3M.
Sutton Wealth Advisors has $203M in assets under management (AUM), dropping by -1.47%.
Central Index Key (CIK): 0001999828

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Portfolio Holdings for Sutton Wealth Advisors

Sutton Wealth Advisors holds 865 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Sutton Wealth Advisors has 865 total positions. Only the first 250 positions are shown.

Sign up to view all of the Sutton Wealth Advisors Sept. 30, 2023 positions
Download the Sutton Wealth Advisors September 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab U.s. Large-cap Etf Etf (SCHX)	11.7	$24M		470k	50.60	View chart
Apple Stock (AAPL)	6.5	$13M		77k	171.21	View chart
Vanguard S&p 500 Etf Etf (VOO)	6.1	$12M	+5%	31k	392.70	View chart
Lincoln Elec Hldgs Stock (LECO)	4.2	$8.5M		47k	181.79	View chart
Ishares Russell 1000 Etf Etf (IWB)	3.5	$7.2M		31k	234.91	View chart
Abbvie Stock (ABBV)	2.8	$5.7M		38k	149.06	View chart
Ishares Russell Midcap Etf Etf (IWR)	2.7	$5.4M		78k	69.25	View chart
Wisdomtree Emerging Markets High Dividend Fund Etf (DEM)	2.6	$5.3M	NEW	140k	37.48	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	2.6	$5.2M	+9%	56k	94.33	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	2.3	$4.7M		11k	427.48	View chart
Ishares Cohen & Steers Reit Etf Etf (ICF)	2.3	$4.7M	+4%	93k	50.16	View chart
Microsoft Corp Stock (MSFT)	2.2	$4.5M	+3%	14k	315.75	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	2.1	$4.3M	-3%	103k	41.42	View chart
Johnson & Johnson Stock (JNJ)	1.7	$3.4M		22k	155.75	View chart
Mcdonalds Corp Stock (MCD)	1.6	$3.3M		12k	263.44	View chart
Abbott Labs Stock (ABT)	1.5	$3.1M		32k	96.85	View chart
Blackstone Stock (BX)	1.5	$3.0M	+4%	28k	107.14	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.4	$2.8M	+2%	21k	130.86	View chart
Automatic Data Processing Stock (ADP)	1.3	$2.6M		11k	240.58	View chart
Chevron Corp Stock (CVX)	1.2	$2.4M		14k	168.62	View chart
Jpmorgan Chase & Co Stock (JPM)	1.1	$2.2M	+2%	15k	145.02	View chart
Home Depot Stock (HD)	0.9	$1.9M		6.3k	302.15	View chart
Nvidia Corporation Stock (NVDA)	0.9	$1.8M	+3%	4.2k	435.03	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.8	$1.7M		26k	67.68	View chart
Merck & Co Stock (MRK)	0.8	$1.6M		16k	102.95	View chart
Eli Lilly & Co Stock (LLY)	0.8	$1.6M		3.0k	537.13	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.7	$1.3M	+28%	18k	75.98	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.6	$1.3M	-70%	55k	23.94	View chart
Oracle Corp Stock (ORCL)	0.6	$1.3M		12k	105.92	View chart
Vaneck Fallen Angel High Yield Bond Etf Etf (ANGL)	0.6	$1.2M	+51%	45k	27.06	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.6	$1.2M		4.6k	265.99	View chart
Ishares Select Dividend Etf Etf (DVY)	0.6	$1.2M		11k	107.64	View chart
Procter And Gamble Stock (PG)	0.6	$1.2M		8.3k	145.86	View chart
Amazon Stock (AMZN)	0.6	$1.1M	+8%	8.8k	127.12	View chart
Vanguard Small-cap Etf Etf (VB)	0.5	$1.1M		5.9k	189.09	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.5	$1.1M	+3%	8.4k	131.85	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.5	$1.1M	+3%	3.1k	350.30	View chart
Bank America Corp Stock (BAC)	0.5	$1.0M		37k	27.38	View chart
Innovator U.s. Equity Power Buffer Etf - March Etf (PMAR)	0.5	$1.0M		30k	33.49	View chart
Lowes Cos Stock (LOW)	0.5	$992k		4.8k	207.84	View chart
Broadcom Stock (AVGO)	0.5	$991k	+2%	1.2k	830.58	View chart
Innovator U.s. Equity Power Buffer Etf - February Etf (PFEB)	0.5	$924k		30k	30.46	View chart
Pepsico Stock (PEP)	0.5	$917k	+6%	5.4k	169.44	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.4	$856k		4.8k	176.76	View chart
Caterpillar Stock (CAT)	0.4	$848k		3.1k	273.00	View chart
Vanguard Mid-cap Etf Etf (VO)	0.4	$826k	-2%	4.0k	208.26	View chart
Innovator U.s. Equity Power Buffer Etf - April Etf (PAPR)	0.4	$791k		26k	30.61	View chart
The Cigna Group Stock (CI)	0.4	$780k		2.7k	286.07	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.4	$774k		11k	72.72	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.4	$742k	-61%	20k	37.95	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.4	$722k	-14%	7.1k	102.02	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.4	$714k		10k	68.81	View chart
Meta Platforms Inc Cl A Stock (META)	0.4	$714k	+4%	2.4k	300.21	View chart
Coca Cola Stock (KO)	0.3	$699k		13k	55.98	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.3	$692k		10k	68.42	View chart
Visa Inc Com Cl A Stock (V)	0.3	$635k	+9%	2.8k	230.01	View chart
Unitedhealth Group Stock (UNH)	0.3	$624k	+2%	1.2k	504.20	View chart
Pacer Swan Sos Moderate Etf (PSMR)	0.3	$591k		25k	23.23	View chart
Innovator U.s. Equity Power Buffer Etf - June Etf (PJUN)	0.3	$570k		18k	31.31	View chart
Bristol-myers Squibb Stock (BMY)	0.3	$568k		9.8k	58.04	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.3	$567k		1.3k	429.43	View chart
Nextera Energy Stock (NEE)	0.3	$560k		9.8k	57.29	View chart
Valley Natl Bancorp Stock (VLY)	0.3	$542k		63k	8.56	View chart
Deere & Co Stock (DE)	0.3	$537k		1.4k	377.38	View chart
Lockheed Martin Corp Stock (LMT)	0.3	$515k	+6%	1.3k	408.96	View chart
Innovator U.s. Equity Power Buffer Etf - December Etf (PDEC)	0.2	$476k		15k	32.36	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.2	$473k		4.5k	104.91	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.2	$465k	-3%	9.3k	49.83	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.2	$451k	+136%	1.8k	249.35	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$438k	+25%	3.7k	117.56	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$437k		1.2k	358.41	View chart
Schwab International Equity Etf Etf (SCHF)	0.2	$427k	-17%	13k	33.96	View chart
Innovator U.s. Equity Power Buffer Etf - July Etf (PJUL)	0.2	$421k	+88%	13k	33.70	View chart
Brp Group Inc Com Cl A Stock (BWIN)	0.2	$365k		16k	23.23	View chart
Innovator U.s. Equity Power Buffer Etf - May Etf (PMAY)	0.2	$363k		12k	29.52	View chart
Walmart Stock (WMT)	0.2	$355k	+3%	2.2k	159.93	View chart
Zimmer Biomet Holdings Stock (ZBH)	0.2	$347k		3.1k	112.22	View chart
Intel Corp Stock (INTC)	0.2	$340k		9.6k	35.55	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.2	$340k		3.3k	102.54	View chart
Pfizer Stock (PFE)	0.2	$339k	+4%	10k	33.17	View chart
Tesla Stock (TSLA)	0.2	$330k	+20%	1.3k	250.22	View chart
Kimberly-clark Corp Stock (KMB)	0.2	$324k	+2%	2.7k	120.85	View chart
Duke Energy Corp Stock (DUK)	0.2	$323k	-31%	3.7k	88.26	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.2	$319k		4.5k	70.75	View chart
Unilever Adr (UL)	0.2	$316k		6.4k	49.40	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.2	$307k		3.1k	98.89	View chart
Mastercard Incorporated Cl A Stock (MA)	0.2	$306k	+6%	773.00	395.91	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.1	$290k		4.9k	59.65	View chart
Phillips 66 Stock (PSX)	0.1	$289k		2.4k	120.15	View chart
Dow Stock (DOW)	0.1	$284k		5.5k	51.56	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	0.1	$276k	+900%	8.1k	33.96	View chart
Adobe Stock (ADBE)	0.1	$259k	+5%	508.00	509.90	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$257k	-5%	3.7k	69.40	View chart
Innovator U.s. Equity Power Buffer Etf - January Etf (PJAN)	0.1	$239k		6.9k	34.80	View chart
Amgen Stock (AMGN)	0.1	$237k	+6%	883.00	268.76	View chart
Costco Whsl Corp Stock (COST)	0.1	$236k	+6%	419.00	564.29	View chart
Raymond James Finl Stock (RJF)	0.1	$228k		2.3k	100.43	View chart
GSK Adr (GSK)	0.1	$228k		6.3k	36.25	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$223k		441.00	506.17	View chart
Lennar Corp Cl A Stock (LEN)	0.1	$220k		2.0k	112.23	View chart
Pacer Swan Sos Moderate Etf (PSMD)	0.1	$217k		8.9k	24.29	View chart
Prudential Finl Stock (PRU)	0.1	$217k		2.3k	94.89	View chart
International Business Machs Stock (IBM)	0.1	$214k	+2%	1.5k	140.30	View chart
United Cmnty Bks Blairsvle Ga Stock (UCB)	0.1	$214k		8.4k	25.41	View chart
Aflac Stock (AFL)	0.1	$210k		2.7k	76.75	View chart
Rtx Corporation Stock (RTX)	0.1	$208k		2.9k	71.98	View chart
Price T Rowe Group Stock (TROW)	0.1	$203k	+4%	1.9k	104.87	View chart
Iron Mtn Inc Del Reit (IRM)	0.1	$198k		3.3k	59.45	View chart
3M Stock (MMM)	0.1	$195k		2.1k	93.62	View chart
Starwood Ppty Tr Reit (STWD)	0.1	$194k	-2%	10k	19.35	View chart
Morgan Stanley Stock (MS)	0.1	$194k	+2%	2.4k	81.67	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.1	$193k		788.00	245.14	View chart
Texas Instrs Stock (TXN)	0.1	$192k		1.2k	159.01	View chart
Blackrock Stock (BLK)	0.1	$189k	+8%	292.00	646.49	View chart
Omega Healthcare Invs Reit (OHI)	0.1	$188k		5.7k	33.16	View chart
Palo Alto Networks Stock (PANW)	0.1	$179k	+2%	763.00	234.44	View chart
Fiserv Stock (FI)	0.1	$179k	+2%	1.6k	112.96	View chart
Kimbell Rty Partners Lp Unit Stock (KRP)	0.1	$175k		11k	16.00	View chart
Huntington Bancshares Stock (HBAN)	0.1	$174k		17k	10.40	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.1	$170k		2.8k	61.89	View chart
Starbucks Corp Stock (SBUX)	0.1	$169k		1.9k	91.27	View chart
Honeywell Intl Stock (HON)	0.1	$168k	+4%	907.00	184.74	View chart
Verizon Communications Stock (VZ)	0.1	$162k	-57%	5.0k	32.41	View chart
Sysco Corp Stock (SYY)	0.1	$162k		2.5k	66.05	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.1	$156k	-4%	2.1k	73.73	View chart
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)	0.1	$153k	-2%	8.2k	18.79	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.1	$152k		6.0k	25.40	View chart
Union Pac Corp Stock (UNP)	0.1	$149k		731.00	203.63	View chart
Advanced Micro Devices Stock (AMD)	0.1	$146k	+8%	1.4k	102.82	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$146k		1.4k	103.32	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$145k		1.9k	75.15	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.1	$144k	-2%	978.00	147.47	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.1	$142k		911.00	155.87	View chart
Ishares U.s. Pharmaceuticals Etf Etf (IHE)	0.1	$142k		800.00	177.03	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.1	$140k	+826%	1.2k	113.16	View chart
Blackrock Floating Rate Income Cef (FRA)	0.1	$139k		11k	12.62	View chart
Philip Morris Intl Stock (PM)	0.1	$138k		1.5k	92.58	View chart
Cisco Sys Stock (CSCO)	0.1	$138k	+3%	2.6k	53.76	View chart
Dominion Energy Stock (D)	0.1	$137k	+682%	3.1k	44.67	View chart
Stryker Corporation Stock (SYK)	0.1	$137k	+4%	500.00	273.06	View chart
Tjx Cos Stock (TJX)	0.1	$135k	+3%	1.5k	88.88	View chart
Innovator U.s. Equity Power Buffer Etf - August Etf (PAUG)	0.1	$135k		4.3k	31.05	View chart
Conocophillips Stock (COP)	0.1	$133k	+6%	1.1k	119.80	View chart
Target Corp Stock (TGT)	0.1	$133k	-4%	1.2k	110.59	View chart
Salesforce Stock (CRM)	0.1	$129k	-3%	637.00	202.78	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.1	$128k		1.2k	109.68	View chart
Altria Group Stock (MO)	0.1	$127k	+4%	3.0k	42.04	View chart
Pimco Corporate & Income Oppor Cef (PTY)	0.1	$126k		9.7k	13.07	View chart
Kenvue Stock (KVUE)	0.1	$126k	NEW	6.3k	20.08	View chart
Paychex Stock (PAYX)	0.1	$124k		1.1k	115.33	View chart
Shell Plc Spon Ads Adr (SHEL)	0.1	$120k		1.9k	64.38	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$118k	+10%	2.7k	44.34	View chart
Blackrock Corpor Hi Yld Cef (HYT)	0.1	$117k		14k	8.63	View chart
Applied Matls Stock (AMAT)	0.1	$115k	+10%	828.00	138.45	View chart
Nisource Stock (NI)	0.1	$113k		4.6k	24.68	View chart
Eaton Vance Ltd Duration Incom Cef (EVV)	0.1	$113k		13k	9.04	View chart
Colgate Palmolive Stock (CL)	0.1	$112k	+2%	1.6k	71.11	View chart
Pacer Swan Sos Moderate Etf (PSMJ)	0.1	$112k		4.8k	23.22	View chart
Pimco High Income Cef (PHK)	0.1	$110k		25k	4.42	View chart
Netflix Stock (NFLX)	0.1	$109k		289.00	377.60	View chart
Qualcomm Stock (QCOM)	0.1	$108k	+11%	976.00	111.06	View chart
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.1	$107k		1.5k	73.27	View chart
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP)	0.1	$107k	-4%	5.3k	20.11	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.1	$107k	-38%	2.7k	39.21	View chart
Innovator U.s. Equity Power Buffer Etf - October Etf (POCT)	0.1	$106k		3.1k	33.96	View chart
Amphenol Corp New Cl A Stock (APH)	0.1	$105k	+3%	1.3k	83.99	View chart
Invesco Bulletshares 2023 Corporate Bond Etf Etf	0.1	$105k	-35%	5.0k	21.23	View chart
Invesco Bulletshares 2024 Corporate Bond Etf Etf (BSCO)	0.1	$104k	-4%	5.0k	20.67	View chart
Southern Stock (SO)	0.1	$104k	+6%	1.6k	64.72	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$101k		2.0k	49.85	View chart
Easterly Govt Pptys Reit (DEA)	0.0	$100k		8.8k	11.43	View chart
General Mls Stock (GIS)	0.0	$95k	+6%	1.5k	63.99	View chart
Nike Inc Cl B Stock (NKE)	0.0	$95k	+13%	997.00	95.66	View chart
Innovator U.s. Equity Power Buffer Etf - September Etf (PSEP)	0.0	$92k	+12%	2.8k	32.40	View chart
Canadian Natl Ry Stock (CNI)	0.0	$91k		837.00	108.33	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$90k		1.3k	68.92	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$90k		594.00	151.82	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.0	$89k		1.5k	58.93	View chart
Hci Group Stock (HCI)	0.0	$89k		1.6k	54.29	View chart
Lam Research Corp Stock (LRCX)	0.0	$87k		139.00	626.77	View chart
Danaher Corporation Stock (DHR)	0.0	$86k	+11%	347.00	248.10	View chart
Humana Stock (HUM)	0.0	$86k	+2%	176.00	486.52	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$85k	+3%	554.00	152.44	View chart
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ)	0.0	$83k	+233%	3.4k	24.37	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$83k		200.00	414.41	View chart
Barclays Adr (BCS)	0.0	$82k		11k	7.79	View chart
Csx Corp Stock (CSX)	0.0	$82k	+5%	2.7k	30.75	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$81k		177.00	456.64	View chart
Disney Walt Stock (DIS)	0.0	$80k	-25%	991.00	81.05	View chart
Consolidated Edison Stock (ED)	0.0	$79k	+6%	920.00	85.53	View chart
Astrazeneca Adr (AZN)	0.0	$78k		1.2k	67.72	View chart
Grainger W W Stock (GWW)	0.0	$77k	+5%	111.00	691.84	View chart
Boeing Stock (BA)	0.0	$76k	+8%	395.00	191.68	View chart
Schlumberger Ltd Com Stk Stock (SLB)	0.0	$75k	+9%	1.3k	58.30	View chart
Innovator U.s. Equity Power Buffer Etf - November Etf (PNOV)	0.0	$75k		2.3k	33.06	View chart
Micron Technology Stock (MU)	0.0	$74k	+6%	1.1k	68.03	View chart
Realty Income Corp Reit (O)	0.0	$72k		1.5k	49.96	View chart
Defiance Next Gen Connectivity Etf Etf (SIXG)	0.0	$72k		2.3k	31.26	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.0	$69k	-5%	1.9k	37.29	View chart
Cvs Health Corp Stock (CVS)	0.0	$68k	+16%	980.00	69.82	View chart
Fedex Corp Stock (FDX)	0.0	$68k	+4%	255.00	264.92	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.0	$67k		1.0k	65.57	View chart
First Trust Nasdaq-100 Equal Weighted Index Fund Etf (QQEW)	0.0	$66k		634.00	103.99	View chart
General Electric Stock (GE)	0.0	$64k	+15%	582.00	110.55	View chart
Metlife Stock (MET)	0.0	$63k	+2%	997.00	62.91	View chart
Intuit Stock (INTU)	0.0	$62k	+17%	122.00	510.94	View chart
General Dynamics Corp Stock (GD)	0.0	$62k	+6%	281.00	220.97	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.0	$60k		177.00	341.26	View chart
Goldman Sachs Group Stock (GS)	0.0	$60k	-13%	185.00	323.57	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$59k	+10%	340.00	173.98	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$59k		100.00	588.66	View chart
Linde Stock (LIN)	0.0	$59k	+24%	158.00	372.35	View chart
American Express Stock (AXP)	0.0	$59k		392.00	149.19	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$58k	+30%	188.00	307.11	View chart
Aptiv Stock (APTV)	0.0	$57k		574.00	98.59	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.0	$56k		457.00	122.94	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$55k	+4%	281.00	196.93	View chart
Luminar Technologies Inc Com Cl A Stock (LAZR)	0.0	$55k		12k	4.55	View chart
Blackstone Secd Lending Cef (BXSL)	0.0	$55k	-29%	2.0k	27.36	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$53k		372.00	141.69	View chart
Medtronic Stock (MDT)	0.0	$52k	+23%	664.00	78.36	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.0	$51k	NEW	2.2k	23.34	View chart
Exelon Corp Stock (EXC)	0.0	$51k	+4%	1.3k	37.79	View chart
Prologis Reit (PLD)	0.0	$50k		447.00	112.21	View chart
Truist Finl Corp Stock (TFC)	0.0	$50k		1.7k	28.61	View chart
Spdr Gold Shares Etf (GLD)	0.0	$50k		291.00	171.45	View chart
Sherwin Williams Stock (SHW)	0.0	$50k	+110%	194.00	255.05	View chart
Global X Autonomous & Electric Vehicles Etf Etf (DRIV)	0.0	$49k		2.1k	23.49	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$48k	+23%	110.00	440.19	View chart
Hess Corp Stock (HES)	0.0	$48k		315.00	153.00	View chart
Servicenow Stock (NOW)	0.0	$48k	+6%	86.00	558.97	View chart
Constellation Energy Corp Stock (CEG)	0.0	$48k	+2%	437.00	109.08	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$47k	-5%	856.00	54.90	View chart
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD)	0.0	$46k		1.2k	39.19	View chart
Capital One Finl Corp Stock (COF)	0.0	$46k	-8%	475.00	97.05	View chart
Marathon Pete Corp Stock (MPC)	0.0	$46k	+8%	304.00	151.34	View chart
S&p Global Stock (SPGI)	0.0	$46k	+38%	125.00	365.41	View chart
Cummins Stock (CMI)	0.0	$45k	-2%	197.00	228.46	View chart
Welltower Reit (WELL)	0.0	$45k	+4%	546.00	81.92	View chart
Totalenergies Se Adr (TTE)	0.0	$44k		671.00	65.76	View chart
Carrier Global Corporation Stock (CARR)	0.0	$43k		787.00	55.20	View chart
Ford Mtr Co Del Stock (F)	0.0	$43k	+7%	3.5k	12.42	View chart
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)	0.0	$43k	-9%	1.9k	23.08	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.0	$43k		900.00	47.89	View chart
American Tower Corp Reit (AMT)	0.0	$43k	+18%	262.00	164.45	View chart
Ishares Ibonds Dec 2026 Term Treasury Etf Etf (IBTG)	0.0	$43k	-9%	1.9k	22.47	View chart
Toyota Motor Corp Ads Adr (TM)	0.0	$42k		236.00	179.75	View chart
Tractor Supply Stock (TSCO)	0.0	$42k		208.00	203.05	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$42k		194.00	214.18	View chart
Invesco Nasdaq Next Gen 100 Etf Etf (QQQJ)	0.0	$41k	-5%	1.7k	24.64	View chart

Past Filings by Sutton Wealth Advisors

SEC 13F filings are viewable for Sutton Wealth Advisors going back to 2019

Sutton Wealth Advisors 2023 Q2 filed Nov. 8, 2023
Sutton Wealth Advisors 2023 Q3 filed Nov. 8, 2023
Sutton Wealth Advisors 2019 Q3 filed Nov. 7, 2023
Sutton Wealth Advisors 2019 Q4 filed Nov. 7, 2023
Sutton Wealth Advisors 2020 Q1 filed Nov. 7, 2023
Sutton Wealth Advisors 2020 Q2 filed Nov. 7, 2023
Sutton Wealth Advisors 2020 Q3 filed Nov. 7, 2023
Sutton Wealth Advisors 2020 Q4 filed Nov. 7, 2023
Sutton Wealth Advisors 2021 Q1 filed Nov. 7, 2023
Sutton Wealth Advisors 2021 Q2 filed Nov. 7, 2023
Sutton Wealth Advisors 2021 Q3 filed Nov. 7, 2023
Sutton Wealth Advisors 2021 Q4 filed Nov. 7, 2023
Sutton Wealth Advisors 2022 Q1 filed Nov. 7, 2023
Sutton Wealth Advisors 2022 Q2 filed Nov. 7, 2023
Sutton Wealth Advisors 2022 Q3 filed Nov. 7, 2023
Sutton Wealth Advisors 2022 Q4 filed Nov. 7, 2023

View all past filings

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