13F Filings History of Sutton Wealth Advisors Inc.

Latest 13F report
Q3 2023 - 08 Nov 2023
Value $
$203,309,058
Signature - Title
Linda Kocher - OPERATIONS MANAGER
Location
Tampa, FL
Summary
This page shows a list of all the recent 13F filings made by Sutton Wealth Advisors Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sutton Wealth Advisors Inc. reported 865 stock holdings with total value $203,309,058 as of Q3 2023. Top holdings included SCHX, AAPL, VOO, LECO, and IWB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2023 865 $203,309,058 +$11,350,439 -$6,043,384 +$5,307,055 SCHX, AAPL, VOO, LECO, IWB 13F-HR 08 Nov 2023, 06:21
Q2 2023 855 $206,347,897 +$10,869,000 -$4,113,956 +$6,755,044 SCHX, AAPL, VOO, LECO, IWB 13F-HR 08 Nov 2023, 06:16
Q1 2023 803 $187,222,652 +$4,717,041 -$94,975,558 -$90,258,517 SCHX, AAPL, VOO, LECO, IWB 13F-HR 07 Nov 2023, 17:25
Q4 2022 1,656 $262,409,866 +$8,011,038 -$9,645,856 -$1,634,818 SCHX, AAPL, VOO, LECO, SPY 13F-HR 07 Nov 2023, 17:07
Q3 2022 1,635 $245,568,947 +$16,818,705 -$3,836,927 +$12,981,778 SCHX, AAPL, VOO, IWB, LECO 13F-HR 07 Nov 2023, 16:49
Q2 2022 1,638 $251,802,987 +$11,363,417 -$4,195,015 +$7,168,402 SCHX, AAPL, IWB, ABBV, SPY 13F-HR 07 Nov 2023, 16:44
Q1 2022 1,625 $290,511,080 +$26,444,320 -$6,275,453 +$20,168,867 SCHX, AAPL, IWB, SPY, MSFT 13F-HR 07 Nov 2023, 15:55
Q4 2021 1,667 $299,929,177 +$7,281,910 -$4,659,343 +$2,622,567 SCHX, AAPL, IWB, MSFT, SPY 13F-HR 07 Nov 2023, 15:51
Q3 2021 1,312 $270,977,090 +$3,760,652 -$2,996,943 +$763,709 SCHX, AAPL, IWB, SCHE, SPY 13F-HR 07 Nov 2023, 15:47
Q2 2021 1,283 $273,696,821 +$5,679,344 -$1,230,246 +$4,449,098 SCHX, AAPL, IWB, SCHE, SPY 13F-HR 07 Nov 2023, 15:43
Q1 2021 1,253 $254,211,800 +$4,300,028 -$2,226,510 +$2,073,518 SCHX, AAPL, IWB, SCHE, SPY 13F-HR 07 Nov 2023, 15:38
Q4 2020 1,230 $235,761,202 +$6,628,491 -$1,675,459 +$4,953,032 SCHX, AAPL, IWB, SCHE, SPY 13F-HR 07 Nov 2023, 15:00
Q3 2020 1,216 $206,715,319 +$16,150,351 -$2,486,381 +$13,663,970 SCHX, AAPL, IWB, SCHE, SPY 13F-HR 07 Nov 2023, 14:55
Q2 2020 1,199 $191,125,807 +$8,554,039 -$4,638,581 +$3,915,458 SCHX, AAPL, IWB, ACIC, SPY 13F-HR 07 Nov 2023, 14:49
Q1 2020 1,197 $158,732,400 +$10,391,107 -$5,691,662 +$4,699,445 SCHX, AAPL, ACIC, IWB, SCHE 13F-HR 07 Nov 2023, 13:45
Q4 2019 1,166 $195,162,895 +$6,318,647 -$2,956,835 +$3,361,812 SCHX, AAPL, ACIC, IWB, SCHE 13F-HR 07 Nov 2023, 13:41
Q3 2019 1,174 $179,122,153 +$4,802,404 -$1,794,498 +$3,007,906 SCHX, ACIC, AAPL, IWB, SCHE 13F-HR 07 Nov 2023, 13:37
Q2 2019 1,160 $174,147,546 +$2,274,513 -$2,610,216 -$335,703 SCHX, ACIC, AAPL, IWB, SCHE 13F-HR 06 Nov 2023, 17:11
Q1 2019 1,168 $171,292,440 +$5,126,057 -$4,710,260 +$415,797 SCHX, ACIC, AAPL, IWB, SCHE 13F-HR 06 Nov 2023, 17:07
Q4 2018 1,128 $155,073,536 +$35,004,962 -$8,289,150 +$26,715,812 ACIC, SCHX, AAPL, IWB, LECO 13F-HR 06 Nov 2023, 16:33
Q3 2018 1,126 $152,622,147 +$4,594,336 -$4,179,444 +$414,892 SCHX, ACIC, SCHE, SCHA, IWB 13F-HR 06 Nov 2023, 16:28
Q2 2018 1,125 $143,737,382 +$3,396,252 -$2,535,516 +$860,736 SCHX, ACIC, SCHE, SCHA, ICF 13F-HR 06 Nov 2023, 16:18
Q1 2018 1,123 $139,668,767 +$6,397,436 -$2,397,783 +$3,999,653 SCHX, ACIC, SCHE, SCHA, ICF 13F-HR 06 Nov 2023, 16:11
Q4 2017 1,078 $136,526,322 +$2,591,446 -$4,072,324 -$1,480,878 SCHX, ACIC, SCHE, SCHA, ICF 13F-HR 06 Nov 2023, 16:05
Q3 2017 1,075 $131,024,290 +$2,491,697 -$2,492,215 -$518 ACIC, SCHX, SCHE, ICF, SCHA 13F-HR 06 Nov 2023, 15:57
Q2 2017 1,083 $126,322,733 +$6,211,940 -$1,219,996 +$4,991,944 ACIC, SCHX, SCHE, ICF, RJI 13F-HR 06 Nov 2023, 15:52
Q1 2017 1,062 $119,386,489 +$5,066,832 -$1,533,999 +$3,532,833 ACIC, SCHX, SCHE, ICF, RJI 13F-HR 06 Nov 2023, 15:47
Q4 2016 1,056 $111,759,295 +$2,535,309 -$2,027,722 +$507,587 ACIC, SCHX, SCHE, RJI, ICF 13F-HR 06 Nov 2023, 15:43
Q3 2016 1,044 $109,571,565 +$2,667,391 -$1,913,692 +$753,699 ACIC, SCHX, SCHE, ICF, RJI 13F-HR 06 Nov 2023, 15:21
Q2 2016 1,022 $105,915,768 +$2,837,270 -$3,049,163 -$211,893 ACIC, SCHX, ICF, SCHE, RJI 13F-HR 06 Nov 2023, 15:16
Q1 2016 1,013 $105,410,081 $0 $0 $0 ACIC, SCHX, ICF, SCHE, IWB 13F-HR 06 Nov 2023, 15:10