Sutton Wealth Advisors Inc.
CIK 1999828 · Holdings on Sep 30, 2023 · First reported Nov 8, 2023
Top ten holdings
Q3 2023- SCHX11.71%
- AAPL6.48%
- VOO6.07%
- LECO4.18%
- IWB3.55%
- ABBV2.80%
- IWR2.67%
- DEM2.58%
- IJR2.57%
- SPY2.31%
Share classes counted separately44.92%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHXSCHWAB US LARGE-CAP ETFETF View history and evidence | $23.80M | 11.71% | 470.39K shares | — | ▾ | |
| 02 | AAPLAPPLE INCStock View history and evidence | $13.18M | 6.48% | 76.98K shares | — | ▾ | |
| 03 | VOOVANGUARD S&P 500 ETFETF View history and evidence | $12.34M | 6.07% | 31.42K shares | — | ▾ | |
| 04 | LECOLINCOLN ELECTRIC HOLDINGSStock View history and evidence | $8.50M | 4.18% | 46.77K shares | — | ▾ | |
| 05 | IWBISHARES RUSSELL 1000 ETFETF View history and evidence | $7.21M | 3.55% | 30.70K shares | — | ▾ | |
| 06 | ABBVABBVIE INCStock View history and evidence | $5.69M | 2.80% | 38.20K shares | — | ▾ | |
| 07 | IWRISHARES RUSSELL MID-CAP ETFETF View history and evidence | $5.43M | 2.67% | 78.34K shares | — | ▾ | |
| 08 | DEMWISDOMTREE EMERGING MARKETSETF View history and evidence | $5.26M | 2.58% | 140.21K shares | — | ▾ | |
| 09 | IJRISHARES CORE S&P SMALL-CAP EETF View history and evidence | $5.23M | 2.57% | 55.49K shares | — | ▾ | |
| 10 | SPYSS SPDR S&P 500 ETF TRUST-USETF View history and evidence | $4.69M | 2.31% | 10.96K shares | — | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 28
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| KEL KELLANOVA | Non-derivative | — | — | SEC filing ↗ | |
| INGR INGREDION INC | Non-derivative | — | — | SEC filing ↗ | |
| LYFT LYFT INC-A | Non-derivative | — | — | SEC filing ↗ |
3 / 28 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1999828 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 203309058
}Research all 865 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.