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Livermore
Livermore
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Sutton Wealth Advisors Inc.

SEC CIK
0001999828
最新申報
2023/11/8

2022 年第 4 季持倉

持倉截至 2022/12/31，2023/11/7 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。

機構總覽
持股檔數
1,656
較 2022 年第 3 季 +20
總值
$2.62 億
較 2022 年第 3 季 +$1,684 萬 (+6.9%)
申報日
2023/11/7
SEC
Sutton Wealth Advisors Inc. 在 2022 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Schwab U.S. Large-Cap ETF808524201ETF478,393$2,160 萬8.2%+3,826+0.8%加碼–
AAPLApple Inc.Stock133,356$1,733 萬6.6%−1,506−1.1%減碼歷史
Vanguard S&P 500 ETF922908363ETF23,438$823.5 萬3.1%+2,158+10.1%加碼–
LECOLincoln Electric Holdings IncCOM50,442$728.8 萬2.8%00.0%不變歷史
SPYSPDR S&P 500 ETF TrustETF18,527$708.5 萬2.7%+1,592+9.4%加碼歷史
ABBVAbbVie Inc.Stock42,666$689.5 萬2.6%+103+0.2%加碼歷史
iShares Tr464287622RUS 1000 ETF32,040$674.5 萬2.6%−211−0.7%減碼–
Schwab Emerging Markets Equity ETF808524706ETF282,033$667.6 萬2.5%+27,687+10.9%加碼–
MSFTMicrosoft CorpStock24,958$598.5 萬2.3%−388−1.5%減碼歷史
JNJJohnson & JohnsonStock29,220$516.2 萬2.0%−252−0.9%減碼歷史
iShares Russell Midcap ETF464287499ETF73,303$494.4 萬1.9%+6,980+10.5%加碼–
iShares Select U.S. REIT ETF464287564ETF85,514$469.0 萬1.8%+256+0.3%加碼–
Schwab U.S. Small-Cap ETF808524607ETF110,568$447.9 萬1.7%−1,003−0.9%減碼–
ABTAbbott LaboratoriesStock37,415$410.8 萬1.6%+20.0%加碼歷史
iShares Core S&P Small Cap ETF464287804ETF43,403$410.8 萬1.6%+4,402+11.3%加碼–
MCDMcDonalds CorpStock14,546$383.3 萬1.5%−302−2.0%減碼歷史
JPMJPMorgan Chase & CoStock26,256$352.1 萬1.3%+762+3.0%加碼歷史
CVXChevron CorpStock18,393$330.1 萬1.3%−163−0.9%減碼歷史
ADPAutomatic Data Processing IncStock12,346$294.9 萬1.1%00.0%不變歷史
BACBank of America CorpStock82,383$272.9 萬1.0%+1,311+1.6%加碼歷史
HDHome Depot, Inc.Stock8,585$271.2 萬1.0%−344−3.9%減碼歷史
GOOGLAlphabet Inc.Stock28,116$248.1 萬0.9%+173+0.6%加碼歷史
MRKMerck & Co., Inc.Stock21,619$239.9 萬0.9%−416−1.9%減碼歷史
iShares Tr464287234MSCI EMG MKT ETF52,759$200.0 萬0.8%+4,325+8.9%加碼–
BXBlackstone Inc.COM25,579$189.8 萬0.7%+586+2.3%加碼歷史
PGProcter & Gamble CoStock11,853$179.6 萬0.7%−78−0.7%減碼歷史
ORCLOracle CorpStock21,844$178.6 萬0.7%−13−0.1%減碼歷史
LOWLowes Companies IncStock8,935$178.0 萬0.7%+14+0.2%加碼歷史
Schwab U.S. Mid-Cap ETF808524508ETF25,806$169.3 萬0.6%−32−0.1%減碼–
AMZNAmazon Com IncStock18,371$154.3 萬0.6%−5,849−24.1%減碼歷史
GOOGAlphabet Inc.Stock17,296$153.5 萬0.6%−1,874−9.8%減碼歷史
iShares Select Dividend ETF464287168ETF11,594$139.8 萬0.5%00.0%不變–
KOCoca Cola CoStock21,894$139.3 萬0.5%−848−3.7%減碼歷史
VVisa Inc.Stock6,671$138.6 萬0.5%−623−8.5%減碼歷史
NEENextera Energy IncStock15,871$132.7 萬0.5%+422+2.7%加碼歷史
PEPPepsiCo IncStock7,267$131.3 萬0.5%+144+2.0%加碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF7,054$129.5 萬0.5%−745−9.6%減碼–
UNHUnitedHealth Group IncStock2,439$129.3 萬0.5%−21−0.9%減碼歷史
LLYEli Lilly & CoStock3,393$124.1 萬0.5%+185+5.8%加碼歷史
BRK.BBerkshire Hathaway IncStock3,996$123.4 萬0.5%+53+1.3%加碼歷史
PFEPfizer IncStock21,724$111.3 萬0.4%−2,334−9.7%減碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF5,152$105.0 萬0.4%−345−6.3%減碼–
DEDeere & CoStock2,418$103.7 萬0.4%−347−12.5%減碼歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF9,718$102.5 萬0.4%−459−4.5%減碼–
CATCaterpillar IncStock4,225$101.2 萬0.4%−330−7.2%減碼歷史
iShares Russell 1000 Growth ETF464287614ETF4,700$100.7 萬0.4%00.0%不變–
LMTLockheed Martin CorpStock2,060$100.2 萬0.4%−228−10.0%減碼歷史
VLYValley National BancorpCOM88,394$100.0 萬0.4%00.0%不變歷史
CICigna GroupStock2,921$96.8 萬0.4%00.0%不變歷史
Innovator ETFs Trust45782C383US EQTY PWR BUF31,035$95.3 萬0.4%−20.0%減碼–
TXNTexas Instruments IncStock5,615$92.8 萬0.4%+50+0.9%加碼歷史
TSLATesla, Inc.Stock7,167$88.3 萬0.3%−211−2.9%減碼歷史
VZVerizon Communications IncStock21,739$85.7 萬0.3%−2,984−12.1%減碼歷史
BMYBristol Myers Squibb CoStock11,851$85.3 萬0.3%+114+1.0%加碼歷史
ACICAmerican Coastal Insurance CorpCOM800,235$84.8 萬0.3%−30.0%減碼歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF10,999$82.0 萬0.3%−24−0.2%減碼–
NVDANVIDIA CorpStock5,537$80.9 萬0.3%−872−13.6%減碼歷史
XOMExxonMobil Holdings CorpCOM7,121$78.5 萬0.3%+104+1.5%加碼歷史
UNPUnion Pacific CorpStock3,712$76.9 萬0.3%−530−12.5%減碼歷史
Innovator ETFs Trust45782C417US EQTY PWR BUF26,789$76.1 萬0.3%−3,415−11.3%減碼–
DHRDanaher CorpStock2,834$75.2 萬0.3%+47+1.7%加碼歷史
Innovator ETFs Trust45782C870US EQT PWR BUF25,839$72.5 萬0.3%00.0%不變–
MAMastercard IncStock2,013$70.0 萬0.3%−40−1.9%減碼歷史
AMGNAmgen IncStock2,567$67.4 萬0.3%−7−0.3%減碼歷史
iShares Russell 2000 ETF464287655ETF3,861$67.3 萬0.3%−558−12.6%減碼–
TJXTJX Companies IncStock8,256$65.7 萬0.3%+12+0.1%加碼歷史
METAMeta Platforms, Inc.Stock5,435$65.4 萬0.2%−785−12.6%減碼歷史
TGTTarget CorpStock4,175$62.2 萬0.2%+98+2.4%加碼歷史
Schwab International Equity ETF808524805ETF18,645$60.1 萬0.2%−2,288−10.9%減碼–
iShares S&P 500 Growth ETF464287309ETF10,112$59.2 萬0.2%00.0%不變–
LENLennar CorpCL A6,495$58.8 萬0.2%+2,867+79.0%加碼歷史
ELVElevance Health, Inc.Stock1,122$57.6 萬0.2%+14+1.3%加碼歷史
MDLZMondelez International, Inc.Stock8,436$56.2 萬0.2%−81−1.0%減碼歷史
AXPAmerican Express CoStock3,804$56.2 萬0.2%+19+0.5%加碼歷史
SPGIS&P Global Inc.Stock1,657$55.5 萬0.2%−8−0.5%減碼歷史
PGRProgressive CorpStock4,254$55.2 萬0.2%00.0%不變歷史
AMATApplied Materials IncStock5,662$55.1 萬0.2%−1,223−17.8%減碼歷史
Pacer FDS Tr69374H519SWAN SOS MODERAT25,434$54.3 萬0.2%−100.0%減碼–
COPConocoPhillipsStock4,448$52.5 萬0.2%00.0%不變歷史
DUKDuke Energy CORPStock5,086$52.4 萬0.2%−679−11.8%減碼歷史
LRCXLam Research CorpCOM1,237$52.0 萬0.2%−34−2.7%減碼歷史
iShares Tr464288646ISHS 1-5YR INVS10,075$50.2 萬0.2%−678−6.3%減碼–
AVGOBroadcom Inc.Stock896$50.1 萬0.2%+350+64.1%加碼歷史
SBUXStarbucks CorpStock5,015$49.7 萬0.2%+20+0.4%加碼歷史
TMUST-Mobile US, Inc.Stock3,533$49.5 萬0.2%+6+0.2%加碼歷史
iShares Core S&P 500 ETF464287200ETF1,284$49.3 萬0.2%+51+4.1%加碼–
MSIMotorola Solutions, Inc.Stock1,858$47.9 萬0.2%+1+0.1%加碼歷史
QCOMQualcomm IncStock4,338$47.7 萬0.2%−1,576−26.6%減碼歷史
PRUPrudential Financial IncStock4,747$47.2 萬0.2%+298+6.7%加碼歷史
AFLAflac IncStock6,316$45.4 萬0.2%−7−0.1%減碼歷史
ADBEAdobe Inc.Stock1,335$44.9 萬0.2%−113−7.8%減碼歷史
IDXXIDEXX Laboratories IncCOM1,090$44.5 萬0.2%+12+1.1%加碼歷史
MRSHMarsh & McLennan Companies, Inc.Stock2,685$44.4 萬0.2%−16−0.6%減碼歷史
INTCIntel CorpStock16,734$44.2 萬0.2%+521+3.2%加碼歷史
VLOValero Energy CorpStock3,485$44.2 萬0.2%00.0%不變歷史
PSXPhillips 66Stock4,228$44.0 萬0.2%00.0%不變歷史
RTXRTX CorpStock4,272$43.1 萬0.2%+10+0.2%加碼歷史
GSGoldman Sachs Group IncStock1,238$42.5 萬0.2%−8−0.6%減碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF7,626$42.4 萬0.2%−426−5.3%減碼–
IBMInternational Business Machines CorpStock2,980$42.0 萬0.2%−144−4.6%減碼歷史

2022 年第 3 季之後清倉（79 檔）

2022 年第 3 季季末還持有、這份申報已經沒有的部位。

Sutton Wealth Advisors Inc. 在 2022 年第 3 季之後清倉的部位
證券類別2022 年第 3 季股數2022 年第 3 季市值2022 年第 3 季佔組合 %紀錄
Swedish Expt CR Corp870297801ROG TTL ETN 22103,259$81.0 萬0.3%–
FOURShift4 Payments, Inc.CL A2,154$9.61 萬<0.1%歷史
NSANational Storage Affiliates TrustCOM SHS BEN IN1,966$8.17 萬<0.1%歷史
DBRGDigitalBridge Group, Inc.CL A NEW5,820$7.28 萬<0.1%歷史
BPBP PLCADR2,115$6.04 萬<0.1%歷史
HHHHoward Hughes Holdings Inc.COM803$4.45 萬<0.1%歷史
FBCFlagstar Bancorp IncCOM PAR .0011,033$3.45 萬<0.1%歷史
TDOCTeladoc Health, Inc.COM1,315$3.33 萬<0.1%歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF631$2.71 萬<0.1%–
Invesco Bulletshares 2022 HY Bd (BSJM)46138J874BULSHS 2022 HY1,226$2.69 萬<0.1%–
TTWOTake Two Interactive Software IncCOM205$2.23 萬<0.1%歷史
OFIXOrthofix Medical Inc.COM879$1.68 萬<0.1%歷史
DRHDiamondRock Hospitality CoCOM2,211$1.66 萬<0.1%歷史
VREVeris Residential, Inc.COM1,387$1.58 萬<0.1%歷史
GBXGreenbrier Companies IncStock597$1.45 萬<0.1%歷史
EQCEQC Liquidating TrustCOM SH BEN INT548$1.33 萬<0.1%歷史
HSKAHeska CorpCOM RESTRC NEW162$1.18 萬<0.1%歷史
NVRIEnviri CorpCOM3,103$1.16 萬<0.1%歷史
KAMNKAMAN CorpCOM333$9,301<0.1%歷史
Innovator ETFs Trust45782C276GRWT100 PWR BUF220$9,246<0.1%–
CTXSCitrix Systems IncCOM86$8,935<0.1%歷史
ABTXAllegiance Bancshares, Inc.COM213$8,867<0.1%歷史
JYNTJOINT CorpCOM533$8,373<0.1%歷史
RMAXRE/MAX Holdings, Inc.CL A414$7,829<0.1%歷史
SPDR Series Trust78464A763ST STR SP DIV69$7,694<0.1%–
XHRXenia Hotels & Resorts, Inc.COM543$7,488<0.1%歷史
INGNInogen IncCOM305$7,405<0.1%歷史
PMTPennyMac Mortgage Investment TrustCOM584$6,880<0.1%歷史
LUMNLumen Technologies, Inc.Stock830$6,042<0.1%歷史
SPDR Series Trust78464A722ST STR SP PHARMA138$5,542<0.1%–
Goldman Sachs ETF Tr381430479ACCESS INVT GR110$4,754<0.1%–
DREDuke Realty CorpCOM NEW91$4,386<0.1%歷史
AWKAmerican Water Works Company, Inc.Stock31$4,035<0.1%歷史
TEAMAtlassian CorpCL A14$2,948<0.1%歷史
BDJBlackRock Enhanced Equity Dividend TrustCOM352$2,855<0.1%歷史
AAPAdvance Auto Parts IncCOM13$2,029<0.1%歷史
YAlleghany CorpCOM2$1,679<0.1%歷史
TRMBTrimble Inc.COM28$1,520<0.1%歷史
NETCloudflare, Inc.CL A COM21$1,162<0.1%歷史
COINCoinbase Global, Inc.COM CL A18$1,161<0.1%歷史
GTMZoomInfo Technologies Inc.Stock27$1,125<0.1%歷史
SFIXStitch Fix, Inc.Stock275$1,086<0.1%歷史
RBLXRoblox CorpStock30$1,075<0.1%歷史
RIVNRivian Automotive, Inc.Stock31$1,020<0.1%歷史
BURLBurlington Stores, Inc.COM9$1,007<0.1%歷史
ALNYAlnylam Pharmaceuticals, Inc.COM5$1,001<0.1%歷史
SYNHSyneos Health, Inc.CL A21$990<0.1%歷史
LYFTLyft, Inc.CL A COM67$882<0.1%歷史
TXG10x Genomics, Inc.CL A COM30$854<0.1%歷史
ProShares Tr74347X849SHRT 20+YR TRE37$825<0.1%–
WHRWhirlpool CorpStock6$809<0.1%歷史
AMEDAmedisys IncCOM8$774<0.1%歷史
PTONPeloton Interactive, Inc.CL A COM103$714<0.1%歷史
SMTCSemtech CorpStock23$676<0.1%歷史
BLDQXO Insulation, LLCStock4$659<0.1%歷史
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF14$646<0.1%–
WYNNWynn Resorts LtdCOM10$630<0.1%歷史
BCSFBain Capital Specialty Finance, Inc.COM STK52$624<0.1%歷史
OPTUOptimum Communications, Inc.CL A104$606<0.1%歷史
NKTRNektar TherapeuticsCOM188$602<0.1%歷史
ICUIIcu Medical IncCOM3$452<0.1%歷史
FOXFox CorpCL B COM13$371<0.1%歷史
GTLSChart Industries IncCOM2$369<0.1%歷史
POOLPool CorpCOM1$318<0.1%歷史
PRLBProto Labs IncCOM8$291<0.1%歷史
EBSEmergent BioSolutions Inc.COM11$231<0.1%歷史
UISUnisys CorpCOM NEW29$219<0.1%歷史
Arrival GroupL0423Q108SHS250$202<0.1%–
IVZInvesco Ltd.Stock13$178<0.1%歷史
LRNStride, Inc.COM4$168<0.1%歷史
GEVOGevo, Inc.COM PAR62$141<0.1%歷史
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG8$136<0.1%–
MPAAMotorcar Parts of America IncCOM7$107<0.1%歷史
ATOAtmos Energy CorpCOM1$102<0.1%歷史
CVNACarvana Co.CL A5$102<0.1%歷史
STELStellar Bancorp, Inc.COM3$88<0.1%歷史
LYVLive Nation Entertainment, Inc.COM1$76<0.1%歷史
BlackRock Corpor Hi Yld FD I09255L114RIGHT 10/13/202211,563$23<0.1%–
DSPGDSP Group IncCOM371$00.0%歷史