Sutton Wealth Advisors Inc.
- SEC CIK
- 0001999828
- 最新申報
- 2023/11/8
2021 年第 1 季持倉
持倉截至 2021/3/31，2023/11/7 申報。只含多頭部位。
- 持股檔數
- 1,253
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.54 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 240,002 | $2,305 萬 | 9.1% | – | – | – |
| AAPLApple Inc. | Stock | 129,512 | $1,582 萬 | 6.2% | – | – | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 34,829 | $779.6 萬 | 3.1% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 227,693 | $723.6 萬 | 2.8% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 16,712 | $662.4 萬 | 2.6% | – | – | 歷史 |
| LECOLincoln Electric Holdings Inc | COM | 52,318 | $643.2 萬 | 2.5% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 58,939 | $587.4 萬 | 2.3% | – | – | – |
| ACICAmerican Coastal Insurance Corp | COM | 788,470 | $568.5 萬 | 2.2% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 24,064 | $567.4 萬 | 2.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 28,158 | $462.8 萬 | 1.8% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 38,596 | $462.5 萬 | 1.8% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 41,005 | $443.8 萬 | 1.7% | – | – | 歷史 |
| iShares Select U.S. REIT ETF464287564 | ETF | 73,342 | $424.0 萬 | 1.7% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 50,993 | $377.0 萬 | 1.5% | – | – | – |
| MCDMcDonalds Corp | Stock | 15,942 | $357.3 萬 | 1.4% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 22,119 | $336.7 萬 | 1.3% | – | – | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 24,769 | $322.1 萬 | 1.3% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,038 | $321.2 萬 | 1.3% | – | – | 歷史 |
| BACBank of America Corp | Stock | 77,862 | $301.3 萬 | 1.2% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 25,551 | $277.3 萬 | 1.1% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,327 | $273.7 萬 | 1.1% | – | – | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 48,162 | $256.9 萬 | 1.0% | – | – | – |
| ADPAutomatic Data Processing Inc | Stock | 12,293 | $231.7 萬 | 0.9% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 7,555 | $230.6 萬 | 0.9% | – | – | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 26,421 | $196.7 萬 | 0.8% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 6,332 | $186.5 萬 | 0.7% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 24,177 | $180.2 萬 | 0.7% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 829 | $171.5 萬 | 0.7% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 8,930 | $169.8 萬 | 0.7% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 12,540 | $169.8 萬 | 0.7% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 23,197 | $162.8 萬 | 0.6% | – | – | 歷史 |
| VLYValley National Bancorp | COM | 118,303 | $162.5 萬 | 0.6% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 20,444 | $157.6 萬 | 0.6% | – | – | 歷史 |
| CVXChevron Corp | Stock | 14,930 | $156.5 萬 | 0.6% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 2,291 | $153.0 萬 | 0.6% | – | – | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 24,761 | $141.4 萬 | 0.6% | – | – | – |
| VVisa Inc. | Stock | 6,226 | $131.8 萬 | 0.5% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,098 | $123.9 萬 | 0.5% | – | – | – |
| iShares Select Dividend ETF464287168 | ETF | 10,848 | $123.8 萬 | 0.5% | – | – | – |
| KOCoca Cola Co | Stock | 23,474 | $123.7 萬 | 0.5% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 15,296 | $115.7 萬 | 0.5% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,149 | $110.2 萬 | 0.4% | – | – | – |
| VZVerizon Communications Inc | Stock | 18,943 | $110.2 萬 | 0.4% | – | – | 歷史 |
| INTCIntel Corp | Stock | 16,747 | $107.2 萬 | 0.4% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,894 | $105.4 萬 | 0.4% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 18,920 | $103.5 萬 | 0.4% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,851 | $98.4 萬 | 0.4% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 4,150 | $96.2 萬 | 0.4% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 5,017 | $94.8 萬 | 0.4% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 4,122 | $91.1 萬 | 0.4% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 2,445 | $91.0 萬 | 0.4% | – | – | 歷史 |
| DEDeere & Co | Stock | 2,386 | $89.3 萬 | 0.4% | – | – | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 23,395 | $88.0 萬 | 0.3% | – | – | – |
| PEPPepsiCo Inc | Stock | 5,894 | $83.4 萬 | 0.3% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,594 | $79.2 萬 | 0.3% | – | – | 歷史 |
| LRCXLam Research Corp | COM | 1,322 | $78.7 萬 | 0.3% | – | – | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 11,244 | $76.8 萬 | 0.3% | – | – | – |
| AMATApplied Materials Inc | Stock | 5,642 | $75.4 萬 | 0.3% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 11,726 | $74.0 萬 | 0.3% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 3,973 | $73.3 萬 | 0.3% | – | – | 歷史 |
| BSCLBILI Social International, Inc. | BULSHS 2021 CB | 34,017 | $71.9 萬 | 0.3% | – | – | 歷史 |
| TGTTarget Corp | Stock | 3,592 | $71.1 萬 | 0.3% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 19,586 | $71.0 萬 | 0.3% | – | – | 歷史 |
| CICigna Group | Stock | 2,900 | $70.1 萬 | 0.3% | – | – | 歷史 |
| Swedish Expt CR Corp870297801 | ROG TTL ETN 22 | 121,470 | $66.7 萬 | 0.3% | – | – | – |
| MAMastercard Inc | Stock | 1,868 | $66.5 萬 | 0.3% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 10,112 | $65.8 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,908 | $64.4 萬 | 0.3% | – | – | – |
| AMGNAmgen Inc | Stock | 2,535 | $63.1 萬 | 0.2% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 2,762 | $62.2 萬 | 0.2% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 11,214 | $60.7 萬 | 0.2% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 1,272 | $60.5 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,057 | $58.7 萬 | 0.2% | – | – | – |
| QCOMQualcomm Inc | Stock | 4,316 | $57.2 萬 | 0.2% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,619 | $57.1 萬 | 0.2% | – | – | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 4,300 | $55.8 萬 | 0.2% | – | – | – |
| AXPAmerican Express Co | Stock | 3,743 | $52.9 萬 | 0.2% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 990 | $52.9 萬 | 0.2% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 4,814 | $52.6 萬 | 0.2% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,418 | $52.4 萬 | 0.2% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 7,889 | $52.2 萬 | 0.2% | – | – | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 1,058 | $51.8 萬 | 0.2% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 2,088 | $50.7 萬 | 0.2% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 9,732 | $50.3 萬 | 0.2% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 2,673 | $49.9 萬 | 0.2% | – | – | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 3,077 | $49.3 萬 | 0.2% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 943 | $49.2 萬 | 0.2% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 8,326 | $48.7 萬 | 0.2% | – | – | 歷史 |
| ELVElevance Health, Inc. | Stock | 1,269 | $45.6 萬 | 0.2% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,147 | $45.5 萬 | 0.2% | – | – | 歷史 |
| BABoeing Co | Stock | 1,725 | $43.9 萬 | 0.2% | – | – | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 3,449 | $43.2 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 3,933 | $42.8 萬 | 0.2% | – | – | – |
| CCICrown Castle Inc. | REIT | 2,459 | $42.3 萬 | 0.2% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 19,273 | $42.0 萬 | 0.2% | – | – | – |
| ILMNIllumina, Inc. | COM | 1,086 | $41.7 萬 | 0.2% | – | – | 歷史 |
| CLColgate Palmolive Co | Stock | 5,277 | $41.6 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,031 | $41.0 萬 | 0.2% | – | – | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 4,699 | $41.0 萬 | 0.2% | – | – | – |
| FISFidelity National Information Services, Inc. | Stock | 2,909 | $40.9 萬 | 0.2% | – | – | 歷史 |