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| Name: |
Sutton Wealth Advisors Inc. |
| City: |
TAMPA |
| State: |
FL |
| Zip: |
33609 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DEM |
WisdomTree Emerging Markets... |
8 |
New |
$43.04 |
$5,255,000 |
140,211 |
2.58% |
5,255,000 |
140,211 |
0.335 |
Closed - End Fund - E... |
|
|
KVUE |
Kenvue Inc. |
149 |
New |
$20.08 |
$126,000 |
6,279 |
0.06% |
126,000 |
6,279 |
0 |
N/A |
|
|
IBDR |
Ishares Ibonds Dec 2026 Ter... |
|
New |
$0.00 |
$51,000 |
2,170 |
0.03% |
51,000 |
2,170 |
0.024 |
N/A |
|
|
IBDP |
Ishares Ibonds Dec 2024 Ter... |
258 |
New |
$25.04 |
$39,000 |
1,557 |
0.02% |
39,000 |
1,557 |
0 |
N/A |
|
|
IBDT |
Ishares Ibonds Dec 2028 Ter... |
273 |
New |
$24.44 |
$34,000 |
1,426 |
0.02% |
34,000 |
1,426 |
0.002 |
N/A |
|
|
IBDS |
Ishares Ibonds Dec 2027 Ter... |
438 |
New |
$0.00 |
$12,000 |
536 |
0.01% |
12,000 |
536 |
0 |
N/A |
|
|
IRDM |
Iridium Communications Inc |
605 |
New |
$30.34 |
$4,000 |
77 |
0% |
4,000 |
77 |
0 |
Diversified Investments |
|
|
TTWO |
Take-Two Interactive |
615 |
New |
$148.33 |
$4,000 |
30 |
0% |
4,000 |
30 |
0 |
Technical & System So... |
|
|
IBTE |
Ishares Ibonds Dec 2024 Ter... |
611 |
New |
$0.00 |
$4,000 |
172 |
0% |
4,000 |
172 |
0 |
N/A |
|
|
ANSS |
ANSYS Inc |
637 |
New |
$325.04 |
$3,000 |
10 |
0% |
3,000 |
10 |
0.003 |
Technical & System So... |
|
|
AGR |
Avangrid Inc |
664 |
New |
$36.78 |
$3,000 |
86 |
0% |
3,000 |
86 |
0 |
N/A |
|
|
AWK |
American Water Works Compan... |
650 |
New |
$131.82 |
$3,000 |
27 |
0% |
3,000 |
27 |
0 |
Multi Utilities |
|
|
PCG |
PG&E Corp |
729 |
New |
$17.73 |
$2,000 |
94 |
0% |
2,000 |
94 |
0 |
Multi Utilities |
|
|
FDS |
Factset Research Systems Inc |
687 |
New |
$435.46 |
$2,000 |
4 |
0% |
2,000 |
4 |
0 |
Information & Deliver... |
|
|
MOH |
Molina Healthcare Inc |
720 |
New |
$349.82 |
$2,000 |
5 |
0% |
2,000 |
5 |
0 |
Health Care Plans |
|
|
UGI |
UGI Corp |
731 |
New |
$24.55 |
$2,000 |
84 |
0% |
2,000 |
84 |
0 |
Multi Utilities |
|
|
ACGL |
Arch Capital Group Ltd |
710 |
New |
$98.21 |
$2,000 |
27 |
0% |
2,000 |
27 |
0 |
Property & Casualty I... |
|
|
LYV |
Live Nation Inc |
756 |
New |
$96.34 |
$1,000 |
17 |
0% |
1,000 |
17 |
0 |
Business Services |
|
|
PODD |
Insulet Corp |
771 |
New |
$173.42 |
$1,000 |
5 |
0% |
1,000 |
5 |
0 |
Medical Instruments &... |
|
|
WRB |
WR Berkley Corporation |
803 |
New |
$78.55 |
$1,000 |
19 |
0% |
1,000 |
19 |
0 |
Property & Casualty I... |
|
|
NDSN |
Nordson Corp |
769 |
New |
$272.06 |
$1,000 |
6 |
0% |
1,000 |
6 |
0 |
Diversified Machinery |
|
|
ZI |
Zoominfo Technologies Inc. |
799 |
New |
$16.02 |
$1,000 |
77 |
0% |
1,000 |
77 |
0 |
N/A |
|
|
GOVT |
Ishares Barclays Us Treasur... |
755 |
New |
$0.00 |
$1,000 |
62 |
0% |
1,000 |
62 |
0 |
N/A |
|
|
SAVA |
Cassava Sciences Inc |
788 |
New |
$21.83 |
$1,000 |
33 |
0% |
1,000 |
33 |
0 |
Drug Manufacturers - ... |
|
|
POOL |
Pool Corporation |
765 |
New |
$372.68 |
$1,000 |
4 |
0% |
1,000 |
4 |
0 |
Wholesale, Other |
|
|
WDC |
Western Digital Corp |
776 |
New |
$71.49 |
$1,000 |
26 |
0% |
1,000 |
26 |
0 |
Data Storage Devices |
|
|
COOP |
Mr. Cooper Group Inc |
808 |
New |
$81.77 |
$1,000 |
18 |
0% |
1,000 |
18 |
0 |
Savings & Loans |
|
|
VTV |
Vanguard Value VIPERS |
794 |
New |
$159.33 |
$1,000 |
4 |
0% |
1,000 |
4 |
0 |
Closed - End Fund - E... |
|
|
FTRE |
Fortrea Holdings Inc. |
870 |
New |
$36.47 |
$0 |
5 |
0% |
0 |
5 |
0 |
N/A |
|
|
USHY |
Ishares Broad Usd High Yiel... |
854 |
New |
$0.00 |
$0 |
2 |
0% |
0 |
2 |
0 |
N/A |
|
|
IEMG |
Ishares Core Msci Emerging ... |
820 |
New |
$53.12 |
$0 |
1 |
0% |
0 |
1 |
0 |
N/A |
|
|
EFAV |
Ishares Msci Eafe Minimum V... |
859 |
New |
$0.00 |
$0 |
3 |
0% |
0 |
3 |
0 |
N/A |
|
|
USMV |
iShares MSCI USA Minimum Vo... |
815 |
New |
$0.00 |
$0 |
4 |
0% |
0 |
4 |
0 |
N/A |
|
|
CAN |
Canaan Adr |
852 |
New |
$0.00 |
$0 |
167 |
0% |
0 |
167 |
0 |
N/A |
|
|
BWEN |
Broadwind Energy Inc |
841 |
New |
$2.17 |
$0 |
100 |
0% |
0 |
100 |
0 |
Diversified Machinery |
|
