Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Sunburst Financial Group LLC
  City: VESTAVIA HILLS
  State: AL
  Zip: 35216
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $353,523,000
  Total Value Change : $30,492,000
  Securities Held Change : 3
   
All Securities Held : 108
  New Positions : 10
  Closed Positions : 7
  Increased Positions : 35
  Unchanged Positions : 11
  Decreased Positions : 52

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 10     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (ACIO)1 Year Chart         ACIO Aptus Collared Income Oppor... 7 New $0.00 $10,472,000 291,211 2.96% 10,472,000 291,211 0.324    N/A
   (JUCY)1 Year Chart         JUCY Aptus Enhanced Yield Etf 15 New $0.00 $6,743,000 288,020 1.91% 6,743,000 288,020 2.788    N/A
   (MSTR)1 Year Chart         MSTR Microstrategy Inc 65 New $1,180.48 $594,000 363 0.17% 594,000 363 0.002    Business Software & S...
   (PSN)1 Year Chart         PSN Parsons Corp 72 New $78.58 $499,000 5,998 0.14% 499,000 5,998 0.005    N/A
   (NEE)1 Year Chart         NEE NextEra Energy 95 New $73.79 $232,000 3,658 0.07% 232,000 3,658 0    Electric Utilities
   (ORCL)1 Year Chart         ORCL Oracle Corp 98 New $116.67 $224,000 1,786 0.06% 224,000 1,786 0    Application Software
   (VTIP)1 Year Chart         VTIP Vanguard Short Term Inflati... 99 New $48.06 $222,000 4,655 0.06% 222,000 4,655 0    N/A
   (TGT)1 Year Chart         TGT Target Corp 102 New $163.13 $218,000 1,228 0.06% 218,000 1,228 0    Discount, Variety Stores
   (DIS)1 Year Chart         DIS Walt Disney Co 103 New $105.79 $216,000 1,781 0.06% 216,000 1,781 0    Entertainment - Diver...
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 106 New $520.84 $200,000 384 0.06% 200,000 384 0    Closed - End Fund - E...

      10 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results