Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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
+275.3% Insider Monkey Quarterly Strategy
+125.2% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
Subscribe Now

Returns since its inception in May 2014 (through May 20, 2024)