Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUTTON WEALTH ADVISORS INC | 11-08-2023 | 09-30-2023 | 865 | 203,309,058 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB U.S. LARGE-CAP ETF | ETF | 1 | $23,801,852 | 470,392 | 0.01 | 0.01 | 4,189 | 0.90 | 09-30-2023 |
| APPLE INC COM | Stock | 2 | $13,179,572 | 76,979 | 0.01 | 0.01 | 946 | 1.24 | 09-30-2023 |
| VANGUARD S&P 500 ETF | ETF | 3 | $12,338,283 | 31,419 | 0.01 | 0.01 | 1,707 | 5.75 | 09-30-2023 |
| LINCOLN ELEC HLDGS INC COM | Stock | 4 | $8,502,318 | 46,770 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
