Sutton Wealth Advisors Inc.

TAMPA, FL · CIK 1999828 · 13F filing filed 2023-11-08

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyTampa, FL

$203.3m reported value -1.5% vs Q2 2023

865positions

44.9%in top 10

38 new 360 added 137 reduced 28 sold out vs Q2 2023

Holdings, Q3 2023

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	470,392	$23.8m11.71%	11.71%	Added +4.2k	+4,189 0.9%
2	APPLE INC COM AAPL	AAPL	76,979	$13.2m6.48%	6.48%	Added +946	+946 1.2%
3	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	31,419	$12.3m6.07%	6.07%	Added +1.7k	+1,707 5.8%
4	LINCOLN ELEC HLDGS INC COM LECO	LECO	46,770	$8.5m4.18%	4.18%	Unchanged
5	ISHARES TR RUS 1000 ETF IWB	IWB	30,697	$7.2m3.55%	3.55%	Reduced -283	-283 -0.9%
6	ABBVIE INC COM ABBV	ABBV	38,197	$5.7m2.80%	2.80%	Added +390	+390 1.0%
7	ISHARES TR RUS MID CAP ETF IWR	IWR	78,343	$5.4m2.67%	2.67%	Added +882	+882 1.1%
8	WISDOMTREE TR EMER MKT HIGH FD DEM	DEM	140,211	$5.3m2.58%	2.58%	New
9	ISHARES TR CORE S&P SCP ETF IJR	IJR	55,489	$5.2m2.57%	2.57%	Added +4.7k	+4,685 9.2%
10	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	10,964	$4.7m2.31%	2.31%	Added +42	+42 0.4%
11	ISHARES TR COHEN STEER REIT ICF	ICF	93,153	$4.7m2.30%	2.30%	Added +3.9k	+3,871 4.3%
12	MICROSOFT CORP COM MSFT	MSFT	14,251	$4.5m2.21%	2.21%	Added +504	+504 3.7%
13	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	102,888	$4.3m2.10%	2.10%	Reduced -3.3k	-3,261 -3.1%
14	JOHNSON & JOHNSON COM JNJ	JNJ	21,638	$3.4m1.66%	1.66%	Reduced -416	-416 -1.9%
15	MCDONALDS CORP COM MCD	MCD	12,428	$3.3m1.61%	1.61%	Reduced -125	-125 -1.0%
16	ABBOTT LABS COM ABT	ABT	31,989	$3.1m1.52%	1.52%	Reduced -384	-384 -1.2%
17	BLACKSTONE INC COM BX	BX	28,176	$3.0m1.48%	1.48%	Added +1.2k	+1,170 4.3%
18	ALPHABET INC CAP STK CL A GOOGL	GOOGL	21,185	$2.8m1.36%	1.36%	Added +526	+526 2.5%
19	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	11,015	$2.6m1.30%	1.30%	Added +21	+21 0.2%
20	CHEVRON CORP NEW COM CVX	CVX	14,322	$2.4m1.19%	1.19%	Added +118	+118 0.8%
21	JPMORGAN CHASE & CO COM JPM	JPM	15,408	$2.2m1.10%	1.10%	Added +361	+361 2.4%
22	HOME DEPOT INC COM HD	HD	6,274	$1.9m0.93%	0.93%	Added +18	+18 0.3%
23	NVIDIA CORPORATION COM NVDA	NVDA	4,206	$1.8m0.90%	0.90%	Added +152	+152 3.8%
24	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	25,509	$1.7m0.85%	0.85%	Reduced -360	-360 -1.4%
25	MERCK & CO INC COM MRK	MRK	15,680	$1.6m0.79%	0.79%	Added +230	+230 1.5%
26	ELI LILLY & CO COM LLY	LLY	2,952	$1.6m0.78%	0.78%	Added +15	+15 0.5%
27	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	17,532	$1.3m0.66%	0.66%	Added +3.8k	+3,836 28.0%
28	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	54,648	$1.3m0.64%	0.64%	Reduced -131.4k	-131,407 -70.6%
29	ORACLE CORP COM ORCL	ORCL	12,304	$1.3m0.64%	0.64%	Added +104	+104 0.8%
30	VANECK ETF TRUST FALLEN ANGEL HG ANGL	ANGL	45,036	$1.2m0.60%	0.60%	Added +15.2k	+15,227 51.1%
31	ISHARES TR RUS 1000 GRW ETF IWF	IWF	4,571	$1.2m0.60%	0.60%	Reduced -24	-24 -0.5%
32	ISHARES TR SELECT DIVID ETF DVY	DVY	11,292	$1.2m0.60%	0.60%	Reduced -2	-2 -0.0%
33	PROCTER AND GAMBLE CO COM PG	PG	8,254	$1.2m0.59%	0.59%	Added +105	+105 1.3%
34	AMAZON COM INC COM AMZN	AMZN	8,827	$1.1m0.55%	0.55%	Added +702	+702 8.6%
35	VANGUARD INDEX FDS SMALL CP ETF VB	VB	5,913	$1.1m0.55%	0.55%	Added +26	+26 0.4%
36	ALPHABET INC CAP STK CL C GOOG	GOOG	8,382	$1.1m0.54%	0.54%	Added +270	+270 3.3%
37	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	3,091	$1.1m0.53%	0.53%	Added +113	+113 3.8%
38	BANK AMERICA CORP COM BAC	BAC	37,098	$1.0m0.50%	0.50%	Reduced -266	-266 -0.7%
39	INNOVATOR ETFS TRUST US EQTY PWR BUF PMAR	PMAR	29,975	$1.0m0.49%	0.49%	Unchanged
40	LOWES COS INC COM LOW	LOW	4,771	$991.6k0.49%	0.49%	Reduced -26	-26 -0.5%
41	BROADCOM INC COM AVGO	AVGO	1,193	$990.9k0.49%	0.49%	Added +28	+28 2.4%
42	INNOVATOR ETFS TRUST US EQTY PWR BUF PFEB	PFEB	30,322	$923.5k0.45%	0.45%	Unchanged
43	PEPSICO INC COM PEP	PEP	5,412	$917.0k0.45%	0.45%	Added +319	+319 6.3%
44	ISHARES TR RUSSELL 2000 ETF IWM	IWM	4,841	$855.7k0.42%	0.42%	Unchanged
45	CATERPILLAR INC COM CAT	CAT	3,107	$848.2k0.42%	0.42%	Added +41	+41 1.3%
46	VANGUARD INDEX FDS MID CAP ETF VO	VO	3,965	$825.7k0.41%	0.41%	Reduced -91	-91 -2.2%
47	INNOVATOR ETFS TRUST US EQT PWR BUF PAPR	PAPR	25,839	$790.9k0.39%	0.39%	Unchanged
48	THE CIGNA GROUP COM CI	CI	2,728	$780.4k0.38%	0.38%	Added +13	+13 0.5%
49	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	10,642	$773.9k0.38%	0.38%	Added +1	+1 0.0%
50	ISHARES TR MSCI EMG MKT ETF EEM	EEM	19,555	$742.1k0.37%	0.37%	Reduced -31.7k	-31,724 -61.9%
51	ISHARES TR IBOXX INV CP ETF LQD	LQD	7,077	$722.0k0.36%	0.36%	Reduced -1.2k	-1,225 -14.8%
52	SELECT SECTOR SPDR TR SBI CONS STPLS XLP	XLP	10,371	$713.6k0.35%	0.35%	Reduced -148	-148 -1.4%
53	META PLATFORMS INC CL A META	META	2,377	$713.6k0.35%	0.35%	Added +97	+97 4.2%
54	COCA COLA CO COM KO	KO	12,486	$698.9k0.34%	0.34%	Added +71	+71 0.6%
55	ISHARES TR S&P 500 GRWT ETF IVW	IVW	10,112	$691.9k0.34%	0.34%	Unchanged
56	VISA INC COM CL A V	V	2,761	$635.1k0.31%	0.31%	Added +242	+242 9.6%
57	UNITEDHEALTH GROUP INC COM UNH	UNH	1,237	$623.7k0.31%	0.31%	Added +35	+35 2.9%
58	PACER FDS TR SWAN SOS MODERAT PSMR	PSMR	25,434	$590.9k0.29%	0.29%	Unchanged
59	INNOVATOR ETFS TRUST US EQTY PWR BUF PJUN	PJUN	18,196	$569.7k0.28%	0.28%	Reduced -318	-318 -1.7%
60	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	9,790	$568.2k0.28%	0.28%	Added +84	+84 0.9%
61	ISHARES TR CORE S&P500 ETF IVV	IVV	1,321	$567.3k0.28%	0.28%	Unchanged
62	NEXTERA ENERGY INC COM NEE	NEE	9,778	$560.2k0.28%	0.28%	Added +22	+22 0.2%
63	VALLEY NATL BANCORP COM VLY	VLY	63,303	$541.9k0.27%	0.27%	Unchanged
64	DEERE & CO COM DE	DE	1,423	$537.0k0.26%	0.26%	Added +16	+16 1.1%
65	LOCKHEED MARTIN CORP COM LMT	LMT	1,259	$514.9k0.25%	0.25%	Added +72	+72 6.1%
66	INNOVATOR ETFS TRUST US EQTY PWR BUF PDEC	PDEC	14,723	$476.4k0.23%	0.23%	Unchanged
67	ISHARES TR U.S. TECH ETF IYW	IYW	4,505	$472.6k0.23%	0.23%	Unchanged
68	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	9,330	$464.9k0.23%	0.23%	Reduced -294	-294 -3.0%
69	ISHARES TR CORE S&P MCP ETF IJH	IJH	1,810	$451.3k0.22%	0.22%	Added +1.0k	+1,044 136.3%
70	EXXON MOBIL CORP COM XOM	XOM	3,722	$437.6k0.22%	0.22%	Added +748	+748 25.1%
71	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,218	$436.5k0.21%	0.21%	Reduced -2	-2 -0.2%
72	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	12,577	$427.1k0.21%	0.21%	Reduced -2.7k	-2,678 -17.6%
73	INNOVATOR ETFS TRUST US EQTY PWR BUF PJUL	PJUL	12,480	$420.6k0.21%	0.21%	Added +5.9k	+5,876 89.0%
74	THE BALDWIN INSURANCE GRP IN COM CL A BWIN	BWIN	15,700	$364.7k0.18%	0.18%	Unchanged
75	INNOVATOR ETFS TRUST US EQTY PWR BUF PMAY	PMAY	12,298	$363.0k0.18%	0.18%	Unchanged
76	WALMART INC COM WMT	WMT	2,219	$354.9k0.17%	0.17%	Added +77	+77 3.6%
77	ZIMMER BIOMET HOLDINGS INC COM ZBH	ZBH	3,095	$347.3k0.17%	0.17%	Added +31	+31 1.0%
78	INTEL CORP COM INTC	INTC	9,556	$339.7k0.17%	0.17%	Added +25	+25 0.3%
79	ISHARES TR NATIONAL MUN ETF MUB	MUB	3,311	$339.5k0.17%	0.17%	Unchanged
80	PFIZER INC COM PFE	PFE	10,214	$338.8k0.17%	0.17%	Added +425	+425 4.3%
81	TESLA INC COM TSLA	TSLA	1,317	$329.5k0.16%	0.16%	Added +223	+223 20.4%
82	KIMBERLY-CLARK CORP COM KMB	KMB	2,680	$323.9k0.16%	0.16%	Added +55	+55 2.1%
83	DUKE ENERGY CORP NEW COM NEW DUK	DUK	3,654	$322.5k0.16%	0.16%	Reduced -1.7k	-1,664 -31.3%
84	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	4,513	$319.3k0.16%	0.16%	Added +1	+1 0.0%
85	UNILEVER PLC SPON ADR NEW SPON ADR NEW		6,396	$316.0k0.16%	0.16%	Unchanged
86	ISHARES TR CORE HIGH DV ETF HDV	HDV	3,099	$306.5k0.15%	0.15%	Unchanged
87	MASTERCARD INCORPORATED CL A MA	MA	773	$306.0k0.15%	0.15%	Added +44	+44 6.0%
88	ISHARES TR MORNINGSTAR GRWT ILCG	ILCG	4,860	$289.9k0.14%	0.14%	Unchanged
89	PHILLIPS 66 COM PSX	PSX	2,405	$289.0k0.14%	0.14%	Added +16	+16 0.7%
90	DOW INC COM DOW	DOW	5,516	$284.4k0.14%	0.14%	Reduced -68	-68 -1.2%
91	INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 XLG	XLG	8,130	$276.1k0.14%	0.14%	Unchanged
92	ADOBE INC COM ADBE	ADBE	508	$259.0k0.13%	0.13%	Added +25	+25 5.2%
93	MONDELEZ INTL INC CL A MDLZ	MDLZ	3,706	$257.2k0.13%	0.13%	Reduced -225	-225 -5.7%
94	INNOVATOR ETFS TRUST US EQTY PWR BUF PJAN	PJAN	6,868	$239.0k0.12%	0.12%	Unchanged
95	AMGEN INC COM AMGN	AMGN	883	$237.3k0.12%	0.12%	Added +52	+52 6.3%
96	COSTCO WHSL CORP NEW COM COST	COST	419	$236.4k0.12%	0.12%	Added +26	+26 6.6%
97	RAYMOND JAMES FINL INC COM RJF	RJF	2,270	$228.0k0.11%	0.11%	Unchanged
98	GSK PLC SPONSORED ADR GSK	GSK	6,275	$227.5k0.11%	0.11%	Reduced -46	-46 -0.7%
99	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	441	$223.2k0.11%	0.11%	Added +2	+2 0.5%
100	LENNAR CORP CL A LEN	LEN	1,956	$219.5k0.11%	0.11%	Added +27	+27 1.4%

Sold out since Q2 2023

Security	Ticker	Shares held before	Value then
KELLANOVA K	K	127	$8.6k127 shares
INGREDION INC INGR	INGR	51	$5.4k51 shares
LYFT INC LYFT	LYFT	339	$3.3k339 shares
MATTEL INC MAT	MAT	162	$3.2k162 shares
KIMCO RLTY CORP KIM	KIM	132	$2.6k132 shares
HF SINCLAIR CORP DINO	DINO	49	$2.2k49 shares
MASIMO CORP MASI	MASI	11	$1.8k11 shares
SLM CORP SLM	SLM	104	$1.7k104 shares
VMWARE INC VMW	VMW	11	$1.6k11 shares
NU SKIN ENTERPRISES INC NUS	NUS	47	$1.6k47 shares
WESTERN UN CO WU	WU	131	$1.5k131 shares
SENTINELONE INC S	S	96	$1.4k96 shares
AMCOR PLC AMCR	AMCR	134	$1.3k134 shares
NATIONAL GRID PLC NGG	NGG	17	$1.1k17 shares
SPDR SER TR EBND	EBND	52	$1.1k52 shares
ALCON AG ALC	ALC	10	$82110 shares
PINNACLE WEST CAP CORP PNW	PNW	8	$6528 shares
MACYS INC M	M	40	$64240 shares
ARCONIC CORPORATION		21	$62121 shares
VANGUARD SCOTTSDALE FDS VONE	VONE	2	$4212 shares
KONTOOR BRANDS INC KTB	KTB	10	$42110 shares
KOHLS CORP KSS	KSS	16	$36916 shares
TD SYNNEX CORPORATION SNX	SNX	3	$2823 shares
SUNRUN INC RUN	RUN	10	$17910 shares
AVANOS MED INC AVNS	AVNS	6	$1536 shares