Sutton Wealth Advisors Inc. — Q2 2017 13F Holdings

Name: Sutton Wealth Advisors Inc. — 13F Holdings, Q2 2017
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001999828

Total reported value

$203.3M

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Full holdings list this quarter

Showing top 200 holdings (of 1083 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	ACIC	American Coastal Insurance C	Stock-Other	9.36%	—	+0.20%
2	SCHX	Schwab US Large-cap ETF	ETF-Other	8.75%	—	+6.07%
3	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-Other	3.47%	—	+2.98%
4	ICF	Ishares Select U.s. Reit ETF	ETF-Other	2.87%	—	+5.03%
5	✓		Stock-Other	2.70%	—	+5.14%
6	SCHA	Schwab US Small-cap ETF	ETF-Other	2.53%	—	+7.70%
7	IWB	Ishares Russell 1000 ETF	ETF-Other	2.39%	—	-0.81%
8	IWR	Ishares Russell Mid-cap ETF	ETF-Other	1.70%	—	+3.29%
9	AAPL	Apple INC	Stock-Tech	1.68%	—	+9.17%
10	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-Corp Bonds	1.59%	—	+1.46%
11	CVX	Chevron CORP	Stock-Energy	1.41%	—	-1.28%
12	JNJ	Johnson & Johnson	Stock-Healthcare	1.38%	—	+27.58%
13	IGSB	Ishares 1-5y Inv Grade CORP	ETF-Other	1.30%	—	+2.70%
14	MSFT	Microsoft CORP	Stock-Tech	1.09%	—	+0.69%
15	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	1.06%	—	-0.37%
16	XOM	Exxon Mobil CORP	Stock-Energy	0.92%	—	-0.66%
17	DVY	Ishares Select Dividend ETF	ETF-Other	0.89%	—	+3.32%
18	EEM	Ishares Msci Emerging Market	ETF-Emerging Markets	0.84%	—	+13.66%
19	KO	Coca-cola Co/the	Stock-Consumer Staples	0.81%	—	+18.76%
20	MO	Altria Group INC	Stock-Consumer Staples	0.72%	—	—
21	JPM	Jpmorgan Chase & Co	Stock-Financials	0.69%	—	+0.99%
22	HD	Home Depot INC	Stock-Consumer Disc	0.66%	—	+0.39%
23	LEN	Lennar Corp-a	Stock-Consumer Disc	0.63%	—	—
24	PM	Philip Morris International	Stock-Consumer Staples	0.63%	—	+0.09%
25	BAC	Bank Of America CORP	Stock-Financials	0.63%	—	+1.24%
26	GE	General Electric	Stock-Industrials	0.60%	—	-0.17%
27	META	Meta Platforms Inc-class A	Stock-Comm Services	0.59%	—	+8.41%
28	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	ETF-High Yield	0.58%	—	+0.61%
29	MCD	Mcdonald's CORP	Stock-Consumer Disc	0.55%	—	+26.97%
30	SCHF	Schwab Intl Equity ETF	ETF-Other	0.55%	—	+1.90%
31	AMZN	Amazon.com INC	Stock-Consumer Disc	0.54%	—	+2.75%
32	MUB	Ishares National Muni Bond E	ETF-Other	0.54%	—	+3.48%
33	PFE	Pfizer INC	Stock-Healthcare	0.54%	—	—
34	TIP	Ishares Tips Bond ETF	ETF-Other	0.52%	—	+5.65%
35	XLP	Ss Consumer Staples Sel Sect	ETF-Other	0.52%	—	-0.97%
36	VZ	Verizon Communications INC	Stock-Comm Services	0.51%	—	+34.77%
37	IWF	Ishares Russell 1000 Growth	ETF-Other	0.51%	—	—
38	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.50%	—	+1.06%
39	WFC	Wells Fargo & Co	Stock-Financials	0.48%	—	+0.29%
40	IBM	Intl Business Machines CORP	Stock-Tech	0.47%	—	-0.56%
41	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.45%	—	+0.06%
42	INTC	Intel CORP	Stock-Tech	0.42%	—	+0.69%
43	SCHM	Schwab US Mid Cap ETF	ETF-Other	0.40%	—	+14.51%
44	COMT	Ishares Gsci Commodity Dynam	ETF-Commodities	0.40%	—	—
45	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.40%	—	+1.89%
46	V	Visa Inc-class A Shares	Stock-Financials	0.40%	—	+0.70%
47	MRK	Merck & Co. INC.	Stock-Healthcare	0.39%	—	—
48	CL	Colgate-palmolive Co	Stock-Consumer Staples	0.38%	—	—
49	T	At&t INC	Stock-Comm Services	0.38%	—	+0.74%
50	NEE	Nextera Energy INC	Stock-Utilities	0.38%	—	+100.35%

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