Sutton Wealth Advisors Inc.

13F Portfolio Filings

Latest 13F report
Q3 2023 - Nov 8, 2023
Value $
$203M
Signature - Title
Linda Kocher - OPERATIONS MANAGER
Location
3708 West Swann Avenue, Suite 102, Tampa, FL
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2023 865 $203M +$11.4M -$6.04M +$5.31M SCHX, AAPL, VOO, LECO, IWB 13F-HR 11/8/2023, 06:21 AM
Q2 2023 855 $206M +$10.9M -$4.11M +$6.76M SCHX, AAPL, VOO, LECO, IWB 13F-HR 11/8/2023, 06:16 AM
Q1 2023 803 $187M +$4.72M -$95M -$90.3M SCHX, AAPL, VOO, LECO, IWB 13F-HR 11/7/2023, 05:25 PM
Q4 2022 1,656 $262M +$8.01M -$9.65M -$1.63M SCHX, AAPL, VOO, LECO, SPY 13F-HR 11/7/2023, 05:07 PM
Q3 2022 1,635 $246M +$16.8M -$3.84M +$13M SCHX, AAPL, VOO, IWB, LECO 13F-HR 11/7/2023, 04:49 PM
Q2 2022 1,638 $252M +$11.4M -$4.08M +$7.29M SCHX, AAPL, IWB, ABBV, SPY 13F-HR 11/7/2023, 04:44 PM
Q1 2022 1,625 $291M +$26.4M -$6.28M +$20.2M SCHX, AAPL, IWB, SPY, MSFT 13F-HR 11/7/2023, 03:55 PM
Q4 2021 1,667 $300M +$7.28M -$4.66M +$2.62M SCHX, AAPL, IWB, MSFT, SPY 13F-HR 11/7/2023, 03:51 PM
Q3 2021 1,312 $271M +$3.76M -$3M +$764K SCHX, AAPL, IWB, SCHE, SPY 13F-HR 11/7/2023, 03:47 PM
Q2 2021 1,283 $274M +$5.68M -$1.19M +$4.49M SCHX, AAPL, IWB, SCHE, SPY 13F-HR 11/7/2023, 03:43 PM
Q1 2021 1,253 $254M +$4.3M -$2.23M +$2.07M SCHX, AAPL, IWB, SCHE, SPY 13F-HR 11/7/2023, 03:38 PM
Q4 2020 1,230 $236M +$6.63M -$1.68M +$4.95M SCHX, AAPL, IWB, SCHE, SPY 13F-HR 11/7/2023, 03:00 PM
Q3 2020 1,216 $207M +$16.2M -$2.49M +$13.7M SCHX, AAPL, IWB, SCHE, SPY 13F-HR 11/7/2023, 02:55 PM
Q2 2020 1,199 $191M +$8.59M -$4.64M +$3.95M SCHX, AAPL, IWB, ACIC, SPY 13F-HR 11/7/2023, 02:49 PM
Q1 2020 1,197 $159M +$10.4M -$5.7M +$4.7M SCHX, AAPL, ACIC, IWB, SCHE 13F-HR 11/7/2023, 01:45 PM
Q4 2019 1,166 $195M +$6.32M -$2.93M +$3.39M SCHX, AAPL, ACIC, IWB, SCHE 13F-HR 11/7/2023, 01:41 PM
Q3 2019 1,174 $179M +$4.8M -$1.79M +$3.01M SCHX, ACIC, AAPL, IWB, SCHE 13F-HR 11/7/2023, 01:37 PM
Q2 2019 1,160 $174M +$2.25M -$2.22M +$37.3K SCHX, ACIC, AAPL, IWB, SCHE 13F-HR 11/6/2023, 05:11 PM
Q1 2019 1,168 $171M +$5.13M -$4.71M +$416K SCHX, ACIC, AAPL, IWB, SCHE 13F-HR 11/6/2023, 05:07 PM
Q4 2018 1,128 $155M +$35M -$8.29M +$26.7M ACIC, SCHX, AAPL, IWB, LECO 13F-HR 11/6/2023, 04:33 PM
Q3 2018 1,126 $153M +$4.59M -$4.18M +$415K SCHX, ACIC, SCHE, SCHA, IWB 13F-HR 11/6/2023, 04:28 PM
Q2 2018 1,125 $144M +$3.4M -$2.53M +$861K SCHX, ACIC, SCHE, SCHA, ICF 13F-HR 11/6/2023, 04:18 PM
Q1 2018 1,123 $140M +$6.4M -$2.4M +$4M SCHX, ACIC, SCHE, SCHA, ICF 13F-HR 11/6/2023, 04:11 PM
Q4 2017 1,078 $137M +$2.59M -$4.07M -$1.48M SCHX, ACIC, SCHE, SCHA, ICF 13F-HR 11/6/2023, 04:05 PM
Q3 2017 1,075 $131M +$2.49M -$2.49M -$518 ACIC, SCHX, SCHE, ICF, SCHA 13F-HR 11/6/2023, 03:57 PM
Q2 2017 1,083 $126M +$6.21M -$1.22M +$4.99M ACIC, SCHX, SCHE, ICF, RJI 13F-HR 11/6/2023, 03:52 PM
Q1 2017 1,062 $119M +$5.07M -$1.53M +$3.53M ACIC, SCHX, SCHE, ICF, RJI 13F-HR 11/6/2023, 03:47 PM
Q4 2016 1,056 $112M +$2.54M -$2.03M +$508K ACIC, SCHX, SCHE, RJI, ICF 13F-HR 11/6/2023, 03:43 PM
Q3 2016 1,044 $110M +$2.67M -$1.91M +$754K ACIC, SCHX, SCHE, ICF, RJI 13F-HR 11/6/2023, 03:21 PM
Q2 2016 1,022 $106M +$2.84M -$3.05M -$212K ACIC, SCHX, ICF, SCHE, RJI 13F-HR 11/6/2023, 03:16 PM
Q1 2016 1,013 $105M $0 $0 ACIC, SCHX, ICF, SCHE, IWB 13F-HR 11/6/2023, 03:10 PM