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Latest Sutton Wealth Advisors Inc. Stock Portfolio

$203Million

About Sutton Wealth Advisors Inc. and 13F Hedge Fund Stock Holdings

On 2023-11-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sutton Wealth Advisors Inc. reported an equity portfolio of $203.3 Millions as of 30 Sep, 2023. <br><br> The top stock holdings of Sutton Wealth Advisors Inc. are FNDA, AAPL, VOO. The fund has invested 11.7% of it's portfolio in SCHWAB U.S. LARGE-CAP ETF and 6.5% of portfolio in APPLE INC COM. <br><br> The fund managers got completely rid off KELLANOVA COM (K), INGREDION INC COM (INGR) and LYFT INC CL A COM (LYFT) stocks. They significantly reduced their stock positions in ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF (AAXJ), ISHARES S&P SMALL-CAP 600 VALUE ETF (AGG) and TRIPADVISOR INC COM (TRIP). Sutton Wealth Advisors Inc. opened new stock positions in WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND (AGZD), KENVUE INC COM and ISHARES IBONDS DEC 2028 TERM CORPORATE ETF (BGRN). The fund showed a lot of confidence in some stocks as they added substantially to INTERNATIONAL FLAVORS&FRAGRANC COM (IFF), UDR INC COM (UDR) and INVESCO S&P 500 TOP 50 ETF (CSD).
Sutton Wealth Advisors Inc. Equity Portfolio Value
Last Reported on: 08 Nov, 2023
$203Million
  as of Nov 08, 2023

New Buys

Ticker$ Bought
wisdomtree emerging markets high dividend fund5,255,110
kenvue inc com126,082
ishares ibonds dec 2026 term corporate etf50,637
ishares ibonds dec 2024 term corporate etf38,505
ishares ibonds dec 2028 term corporate etf34,267
ishares ibonds dec 2027 term corporate etf12,403
New stocks bought by Sutton Wealth Advisors Inc.

Additions

Ticker% Inc.
international flavors&fragranc com2,066
invesco s&p 500 top 50 etf900
ishares 3-7 year treasury bond etf826
dominion energy inc com682
willis towers watson plc ltd shs366
sba communications corp new cl a358
ishares ibonds dec 2025 term corporate etf233
nasdaq inc com185
Additions to existing portfolio by Sutton Wealth Advisors Inc.

Reductions

Ticker% Reduced
schwab emerging markets equity etf-70.63
walgreens boots alliance inc com-65.81
ishares msci emerging markets etf-61.87
verizon communications inc com-57.47
hp inc com-51.35
at&t inc com-43.07
delta air lines inc del com new-39.66
vanguard ftse emerging markets etf-38.82
Sutton Wealth Advisors Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Sutton Wealth Advisors Inc.

Sutton Wealth Advisors Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Sutton Wealth Advisors Inc.

$202.16MTotal Value
500Positions
08 Nov, 2023Last Reported
Current holdings of Current Stock Holdings of Sutton Wealth Advisors Inc., last reported on 08 Nov, 2023. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares 1-5 Year Investment Grade Corporate Bond Etf

Ishares 1-5 Year Investment Grade Corporate Bond Etf

AAXJ
Sutton Wealth Advisors Inc.'s holding in Ishares 1-5 Year Investment Grade Corporate Bond Etf over time
0.23%9,330
$464.9K
0.23%
decreased 3.05 percentreduced
AAXJ
Ishares National Muni Bond Etf

Ishares National Muni Bond Etf

AAXJ
Sutton Wealth Advisors Inc.'s holding in Ishares National Muni Bond Etf over time
0.17%3,311
$339.5K
0.17%
unchanged 0 percentunchanged
AAXJ
Ishares Iboxx $ High Yield Corporate Bond Etf

Ishares Iboxx $ High Yield Corporate Bond Etf

AAXJ
Sutton Wealth Advisors Inc.'s holding in Ishares Iboxx $ High Yield Corporate Bond Etf over time
0.08%2,115
$155.9K
0.08%
decreased 4.86 percentreduced
AAXJ
Ishares International Select Dividend Etf

Ishares International Select Dividend Etf

AAXJ
Sutton Wealth Advisors Inc.'s holding in Ishares International Select Dividend Etf over time
0.07%5,974
$151.7K
0.07%
unchanged 0 percentunchanged
AAXJ
Ishares U.S. Pharmaceuticals Etf

Ishares U.S. Pharmaceuticals Etf

AAXJ
Sutton Wealth Advisors Inc.'s holding in Ishares U.S. Pharmaceuticals Etf over time
0.07%800
$141.6K
0.07%
unchanged 0 percentunchanged
AAXJ
Ishares 3-7 Year Treasury Bond Etf

Ishares 3-7 Year Treasury Bond Etf

AAXJ
Sutton Wealth Advisors Inc.'s holding in Ishares 3-7 Year Treasury Bond Etf over time
0.07%1,241
$140.4K
0.07%
increased 826.12 percentadded
AAXJ
Ishares Preferred & Income Securities Etf

Ishares Preferred & Income Securities Etf

AAXJ
Sutton Wealth Advisors Inc.'s holding in Ishares Preferred & Income Securities Etf over time
0.01%922
$27.8K
0.01%
unchanged 0 percentunchanged
ACIO
Defiance Next Gen Connectivity Etf

Defiance Next Gen Connectivity Etf

ACIO
Sutton Wealth Advisors Inc.'s holding in Defiance Next Gen Connectivity Etf over time
0.04%2,300
$71.9K
0.04%
unchanged 0 percentunchanged
ACWF
Ishares Ibonds Dec 2025 Term Corporate Etf

Ishares Ibonds Dec 2025 Term Corporate Etf

ACWF
Sutton Wealth Advisors Inc.'s holding in Ishares Ibonds Dec 2025 Term Corporate Etf over time
0.04%3,411
$83.1K
0.04%
increased 233.11 percentadded
ACWF
Ishares Ibonds Dec 2024 Term Corporate Etf

Ishares Ibonds Dec 2024 Term Corporate Etf

ACWF
Sutton Wealth Advisors Inc.'s holding in Ishares Ibonds Dec 2024 Term Corporate Etf over time
0.02%1,557
$38.5K
0.02%
new position
ACWF
Ishares Core Dividend Growth Etf

Ishares Core Dividend Growth Etf

ACWF
Sutton Wealth Advisors Inc.'s holding in Ishares Core Dividend Growth Etf over time
0%200
$9.9K
0%
unchanged 0 percentunchanged