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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO RAYMOND JAMES SB-1 EQUITY ETF | ETF | 701 | $22,293 | 400 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| HCA HEALTHCARE INC COM | Stock | 702 | $22,138 | 90 | 0.00 | 0.00 | 23 | 34.33 | 09-30-2023 |
| CHUBB LIMITED COM | Stock | 703 | $22,067 | 106 | 0.00 | 0.00 | 54 | 103.85 | 09-30-2023 |
| INTERNATIONAL GAME TECHNOLOGY SHS USD | Stock | 704 | $22,057 | 1,698 | 0.00 | 1,698 | +Inf | 03-31-2019 |
