|
|
Name: |
Sunburst Financial Group LLC |
City: |
VESTAVIA HILLS |
State: |
AL |
Zip: |
35216 |
|
|
|
Achive
data |
View
Filing Period: |
|
|
|
|
|
|
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 |
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 |
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 |
Microstrategy Inc |
65 |
New |
$1,180.48 |
$594,000 |
363 |
0.17% |
594,000 |
363 |
0.002 |
Business Software & S... |
|
PSN |
Parsons Corp |
72 |
New |
$78.58 |
$499,000 |
5,998 |
0.14% |
499,000 |
5,998 |
0.005 |
N/A |
|
NEE |
NextEra Energy |
95 |
New |
$73.79 |
$232,000 |
3,658 |
0.07% |
232,000 |
3,658 |
0 |
Electric Utilities |
|
ORCL |
Oracle Corp |
98 |
New |
$116.67 |
$224,000 |
1,786 |
0.06% |
224,000 |
1,786 |
0 |
Application Software |
|
VTIP |
Vanguard Short Term Inflati... |
99 |
New |
$48.06 |
$222,000 |
4,655 |
0.06% |
222,000 |
4,655 |
0 |
N/A |
|
TGT |
Target Corp |
102 |
New |
$163.13 |
$218,000 |
1,228 |
0.06% |
218,000 |
1,228 |
0 |
Discount, Variety Stores |
|
DIS |
Walt Disney Co |
103 |
New |
$105.79 |
$216,000 |
1,781 |
0.06% |
216,000 |
1,781 |
0 |
Entertainment - Diver... |
|
SPY |
Standard & Poors Depository... |
106 |
New |
$520.84 |
$200,000 |
384 |
0.06% |
200,000 |
384 |
0 |
Closed - End Fund - E... |
|