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Home > Institutional Investor > Sutton Wealth Advisors Inc. > Profile

Instuitional Investor - Sutton Wealth Advisors Inc.

Fund Profile
Filing Period:
Fund Name: Sutton Wealth Advisors Inc.
Portfolio Value $203,309,058
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 470,392 $23,801,852 11.7%
2.
Apple Inc.
 AAPL 76,979 $13,179,572 6.48%
3.
Vanguard S&P 500 Etf
 31,419 $12,338,283 6.06%
4.
Lincoln Electric Holdings Inc
 LECO 46,770 $8,502,318 4.18%
5.
Ishares Trust
 IEF 30,697 $7,211,032 3.54%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)