Sutton Place Investors

Sutton Place Investors as of March 31, 2025

Portfolio Holdings for Sutton Place Investors

Sutton Place Investors holds 106 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Equity Market (DFUS) 6.9 $10M 170k 60.48
Spdr Ser Tr Portfolio S&p500 (SPLG) 5.7 $8.4M 128k 65.76
Berkshire Hathaway Inc Del Cl A (BRK.A) 5.4 $8.0M 10.00 798441.60
Dimensional Etf Trust Core Fixed Incom (DFCF) 5.4 $8.0M 190k 42.06
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 5.4 $8.0M 256k 31.23
Dimensional Etf Trust Us Core Equity 2 (DFAC) 5.1 $7.6M 232k 32.99
Ishares Tr Core S&p Ttl Stk (ITOT) 3.5 $5.3M 43k 122.01
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 3.1 $4.6M 178k 25.89
Apple (AAPL) 2.8 $4.1M 19k 222.13
Vanguard Index Fds Growth Etf (VUG) 2.4 $3.6M 9.8k 370.82
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.9 $2.9M 17k 170.89
Select Sector Spdr Tr Energy (XLE) 1.8 $2.7M 29k 93.45
Microsoft Corporation (MSFT) 1.7 $2.5M 6.7k 375.38
Ishares Tr Core Total Usd (IUSB) 1.5 $2.3M 50k 46.08
Ishares Tr S&p 500 Grwt Etf (IVW) 1.5 $2.3M 25k 92.83
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 1.5 $2.2M 116k 18.70
Ishares U S Etf Tr U.s. Tech Indepd (IETC) 1.4 $2.1M 27k 74.94
J P Morgan Exchange Traded F Betabuildrs Us (BBUS) 1.4 $2.0M 20k 100.89
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.3 $2.0M 41k 48.76
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.3 $2.0M 86k 23.16
Dimensional Etf Trust Short Duration F (DFSD) 1.3 $1.9M 40k 47.52
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.3 $1.9M 32k 59.75
Ishares Tr Core S&p Us Vlu (IUSV) 1.3 $1.9M 20k 92.29
Ishares Tr Eafe Value Etf (EFV) 1.2 $1.8M 31k 58.94
NVIDIA Corporation (NVDA) 1.2 $1.8M 17k 108.38
Ishares Tr S&p 500 Val Etf (IVE) 1.1 $1.7M 8.9k 190.58
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $1.6M 2.9k 559.34
JPMorgan Chase & Co. (JPM) 1.1 $1.6M 6.6k 245.30
Ishares Tr Eafe Grwth Etf (EFG) 1.0 $1.5M 15k 100.00
Amazon (AMZN) 1.0 $1.4M 7.5k 190.26
Exxon Mobil Corporation (XOM) 0.8 $1.3M 11k 118.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $1.2M 2.3k 532.58
Vanguard Bd Index Fds Long Term Bond (BLV) 0.8 $1.2M 17k 70.42
Dimensional Etf Trust Intl Core Equity (DFIC) 0.7 $1.1M 39k 27.77
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.7 $1.0M 15k 68.01
Vanguard Specialized Funds Div App Etf (VIG) 0.7 $1.0M 5.3k 194.01
Meta Platforms Cl A (META) 0.7 $1.0M 1.8k 576.36
Ishares Tr U.s. Tech Etf (IYW) 0.6 $942k 6.7k 140.43
Ishares Tr S&p 100 Etf (OEF) 0.6 $920k 3.4k 270.83
Ishares Tr Mbs Etf (MBB) 0.6 $908k 9.7k 93.78
Dimensional Etf Trust Intl High Profit (DIHP) 0.6 $859k 32k 26.94
Vanguard Index Fds Value Etf (VTV) 0.6 $858k 5.0k 172.74
J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.6 $837k 13k 63.54
J P Morgan Exchange Traded F Active Growth (JGRO) 0.5 $817k 11k 73.79
ConAgra Foods (CAG) 0.5 $805k 30k 26.67
Ishares Msci Emrg Chn (EMXC) 0.5 $756k 14k 55.09
Tesla Motors (TSLA) 0.5 $743k 2.9k 259.16
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.5 $729k 14k 52.38
Ishares Core Msci Emkt (IEMG) 0.5 $727k 14k 53.97
Dimensional Etf Trust Internatnal Val (DFIV) 0.5 $722k 18k 39.36
Ishares Tr Core Msci Eafe (IEFA) 0.5 $705k 9.3k 75.65
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $704k 5.8k 121.91
Alphabet Cap Stk Cl A (GOOGL) 0.5 $680k 4.4k 154.64
Charles Schwab Corporation (SCHW) 0.5 $679k 8.7k 78.28
Webster Financial Corporation (WBS) 0.4 $659k 13k 51.55
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.4 $631k 14k 46.57
Dimensional Etf Trust Global Real Est (DFGR) 0.4 $607k 23k 26.26
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.4 $582k 13k 46.02
Spdr Ser Tr S&p Divid Etf (SDY) 0.4 $573k 4.2k 135.68
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.4 $547k 5.9k 92.53
Johnson & Johnson (JNJ) 0.4 $545k 3.3k 165.84
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $532k 11k 49.62
Broadcom (AVGO) 0.3 $514k 3.1k 167.43
UnitedHealth (UNH) 0.3 $501k 956.00 523.75
Alphabet Cap Stk Cl C (GOOG) 0.3 $497k 3.2k 156.23
World Gold Tr Spdr Gld Minis (GLDM) 0.3 $461k 7.4k 61.89
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.3 $447k 8.9k 50.42
Ishares Tr New York Mun Etf (NYF) 0.3 $446k 8.5k 52.65
Cisco Systems (CSCO) 0.3 $443k 7.2k 61.71
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.3 $438k 17k 25.84
Eli Lilly & Co. (LLY) 0.3 $425k 515.00 825.91
Ishares Tr National Mun Etf (MUB) 0.3 $416k 3.9k 105.44
International Business Machines (IBM) 0.3 $410k 1.6k 248.62
Visa Com Cl A (V) 0.3 $409k 1.2k 350.46
Netflix (NFLX) 0.3 $408k 438.00 932.53
J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.3 $400k 7.5k 53.52
J P Morgan Exchange Traded F Betabuilders Us (BBAG) 0.3 $388k 8.4k 46.11
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.3 $376k 8.0k 47.04
Ishares Tr Core S&p500 Etf (IVV) 0.2 $370k 658.00 561.90
Wal-Mart Stores (WMT) 0.2 $369k 4.2k 87.79
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.2 $368k 15k 25.22
Bank of America Corporation (BAC) 0.2 $354k 8.5k 41.73
Mastercard Incorporated Cl A (MA) 0.2 $348k 634.00 548.12
Ge Aerospace Com New (GE) 0.2 $334k 1.7k 200.15
J P Morgan Exchange Traded F Betabuilders Us (BBMC) 0.2 $333k 3.7k 90.12
Ishares Tr Hdg Msci Eafe (HEFA) 0.2 $329k 9.1k 36.29
Costco Wholesale Corporation (COST) 0.2 $325k 344.00 945.78
Home Depot (HD) 0.2 $277k 757.00 366.49
Chevron Corporation (CVX) 0.2 $277k 1.7k 167.30
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $272k 2.6k 105.60
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $271k 577.00 468.92
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $252k 1.5k 166.00
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $251k 913.00 274.84
Ford Motor Company (F) 0.2 $244k 24k 10.03
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.2 $242k 1.3k 186.36
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $238k 947.00 251.75
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.2 $238k 8.8k 27.05
Philip Morris International (PM) 0.2 $237k 1.5k 158.73
Dimensional Etf Trust Intl Small Cap V (DISV) 0.2 $234k 8.0k 29.12
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.2 $231k 6.4k 35.81
At&t (T) 0.2 $228k 8.0k 28.28
Abbvie (ABBV) 0.2 $227k 1.1k 209.52
Pfizer (PFE) 0.2 $224k 8.8k 25.34
Procter & Gamble Company (PG) 0.1 $216k 1.3k 170.42
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.1 $214k 7.1k 30.31
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $213k 2.3k 90.59