Sutton Wealth Advisors Inc. current holdings: USA Stocks
Sutton Wealth Advisors Inc. reported $0.10 billion in share positions in stocks (listed in the US), 636 positions, in its Form 13F for the quarter ended 2023-09-30; the largest are AAPL, LECO, ABBV.
- AAPL: Country of operation United States; Class Stock; Shares 76,979; Value $13,179,572.
- LECO: Country of operation United States; Class Stock; Shares 46,770; Value $8,502,318.
- ABBV: Country of operation United States; Class Stock; Shares 38,197; Value $5,693,654.
- MSFT: Country of operation United States; Class Stock; Shares 14,251; Value $4,499,793.
Form 13F-HR as filed (SEC CIK 1999828): quarter ended 2023-09-30, filed 2023-11-08. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2023-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| AAPL APPLE INC COM | United States | Stock | 76,979 | $13,179,572 | 13.23% | 2023-09-30 | 2023-11-08 | |
| LECO LINCOLN ELEC HLDGS INC COM | United States | Stock | 46,770 | $8,502,318 | 8.54% | 2023-09-30 | 2023-11-08 | +48.97% |
| ABBV ABBVIE INC COM | United States | Stock | 38,197 | $5,693,654 | 5.72% | 2023-09-30 | 2023-11-08 | +76.63% |
| MSFT MICROSOFT CORP COM | United States | Stock | 14,251 | $4,499,793 | 4.52% | 2023-09-30 | 2023-11-08 | +61.19% |
| JNJ JOHNSON & JOHNSON COM | United States | Stock | 21,638 | $3,370,135 | 3.38% | 2023-09-30 | 2023-11-08 | +71.79% |
| MCD MCDONALDS CORP COM | United States | Stock | 12,428 | $3,274,044 | 3.29% | 2023-09-30 | 2023-11-08 | -11.18% |
| ABT ABBOTT LABS COM | United States | Stock | 31,989 | $3,098,135 | 3.11% | 2023-09-30 | 2023-11-08 | +4.23% |
| BX BLACKSTONE INC COM | United States | Stock | 28,176 | $3,018,825 | 3.03% | 2023-09-30 | 2023-11-08 | +6.40% |
| GOOGL ALPHABET INC CAP STK CL A | United States | Stock | 21,185 | $2,772,269 | 2.78% | 2023-09-30 | 2023-11-08 | +160.52% |
| ADP AUTOMATIC DATA PROCESSING INC COM | United States | Stock | 11,015 | $2,649,989 | 2.66% | 2023-09-30 | 2023-11-08 | +8.82% |
| CVX CHEVRON CORP NEW COM | United States | Stock | 14,322 | $2,414,966 | 2.42% | 2023-09-30 | 2023-11-08 | +21.21% |
| JPM JPMORGAN CHASE & CO COM | United States | Stock | 15,408 | $2,234,494 | 2.24% | 2023-09-30 | 2023-11-08 | +130.99% |
| HD HOME DEPOT INC COM | United States | Stock | 6,274 | $1,895,712 | 1.90% | 2023-09-30 | 2023-11-08 | -4.67% |
| NVDA NVIDIA CORPORATION COM | United States | Stock | 4,206 | $1,829,725 | 1.84% | 2023-09-30 | 2023-11-08 | +422.32% |
| MRK MERCK & CO INC COM | United States | Stock | 15,680 | $1,614,256 | 1.62% | 2023-09-30 | 2023-11-08 | +45.00% |
| LLY ELI LILLY & CO COM | United States | Stock | 2,952 | $1,585,608 | 1.59% | 2023-09-30 | 2023-11-08 | +120.55% |
| ORCL ORACLE CORP COM | United States | Stock | 12,304 | $1,303,240 | 1.31% | 2023-09-30 | 2023-11-08 | +30.09% |
| PG PROCTER AND GAMBLE CO COM | United States | Stock | 8,254 | $1,203,928 | 1.21% | 2023-09-30 | 2023-11-08 | +1.69% |
| AMZN AMAZON COM INC COM | United States | Stock | 8,827 | $1,122,088 | 1.13% | 2023-09-30 | 2023-11-08 | +94.04% |
| GOOG ALPHABET INC CAP STK CL C | United States | Stock | 8,382 | $1,105,167 | 1.11% | 2023-09-30 | 2023-11-08 | +155.84% |
| BRKB BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 3,091 | $1,082,777 | 1.09% | 2023-09-30 | 2023-11-08 | ||
| BAC BANK AMERICA CORP COM | United States | Stock | 37,098 | $1,015,749 | 1.02% | 2023-09-30 | 2023-11-08 | +100.73% |
| LOW LOWES COS INC COM | United States | Stock | 4,771 | $991,605 | 1.00% | 2023-09-30 | 2023-11-08 | -9.90% |
| AVGO BROADCOM INC COM | United States | Stock | 1,193 | $990,882 | 0.99% | 2023-09-30 | 2023-11-08 | +327.52% |
| PEP PEPSICO INC COM | United States | Stock | 5,412 | $917,019 | 0.92% | 2023-09-30 | 2023-11-08 | -24.05% |
| CAT CATERPILLAR INC COM | United States | Stock | 3,107 | $848,211 | 0.85% | 2023-09-30 | 2023-11-08 | +202.80% |
| CI THE CIGNA GROUP COM | United States | Stock | 2,728 | $780,399 | 0.78% | 2023-09-30 | 2023-11-08 | -3.78% |
| META META PLATFORMS INC CL A | United States | Stock | 2,377 | $713,599 | 0.72% | 2023-09-30 | 2023-11-08 | +146.09% |
| KO COCA COLA CO COM | United States | Stock | 12,486 | $698,941 | 0.70% | 2023-09-30 | 2023-11-08 | +55.13% |
| V VISA INC COM CL A | United States | Stock | 2,761 | $635,058 | 0.64% | 2023-09-30 | 2023-11-08 | +59.07% |
| UNH UNITEDHEALTH GROUP INC COM | United States | Stock | 1,237 | $623,695 | 0.63% | 2023-09-30 | 2023-11-08 | -25.64% |
| BMY BRISTOL-MYERS SQUIBB CO COM | United States | Stock | 9,790 | $568,212 | 0.57% | 2023-09-30 | 2023-11-08 | +8.30% |
| NEE NEXTERA ENERGY INC COM | United States | Stock | 9,778 | $560,182 | 0.56% | 2023-09-30 | 2023-11-08 | +32.47% |
| VLY VALLEY NATL BANCORP COM | United States | Stock | 63,303 | $541,874 | 0.54% | 2023-09-30 | 2023-11-08 | +48.60% |
| DE DEERE & CO COM | United States | Stock | 1,423 | $537,012 | 0.54% | 2023-09-30 | 2023-11-08 | +80.32% |
| LMT LOCKHEED MARTIN CORP COM | United States | Stock | 1,259 | $514,881 | 0.52% | 2023-09-30 | 2023-11-08 | +25.25% |
| XOMXXXX EXXON MOBIL CORP COM | Stock | 3,722 | $437,577 | 0.44% | 2023-09-30 | 2023-11-08 | ||
| BWIN BRP GROUP INC COM CL A | United States | Stock | 15,700 | $364,711 | 0.37% | 2023-09-30 | 2023-11-08 | +36.81% |
| WMT WALMART INC COM | United States | Stock | 2,219 | $354,885 | 0.36% | 2023-09-30 | 2023-11-08 | +100.34% |
| ZBH ZIMMER BIOMET HOLDINGS INC COM | United States | Stock | 3,095 | $347,321 | 0.35% | 2023-09-30 | 2023-11-08 | -18.61% |
| INTC INTEL CORP COM | United States | Stock | 9,556 | $339,716 | 0.34% | 2023-09-30 | 2023-11-08 | +226.10% |
| PFE PFIZER INC COM | United States | Stock | 10,214 | $338,798 | 0.34% | 2023-09-30 | 2023-11-08 | -13.42% |
| TSLA TESLA INC COM | United States | Stock | 1,317 | $329,540 | 0.33% | 2023-09-30 | 2023-11-08 | +41.01% |
| KMB KIMBERLY-CLARK CORP COM | United States | Stock | 2,680 | $323,878 | 0.33% | 2023-09-30 | 2023-11-08 | -18.09% |
| DUK DUKE ENERGY CORP NEW COM NEW | United States | Stock | 3,654 | $322,512 | 0.32% | 2023-09-30 | 2023-11-08 | +29.40% |
| MA MASTERCARD INCORPORATED CL A | United States | Stock | 773 | $306,038 | 0.31% | 2023-09-30 | 2023-11-08 | +42.35% |
| PSX PHILLIPS 66 COM | United States | Stock | 2,405 | $288,961 | 0.29% | 2023-09-30 | 2023-11-08 | +109.95% |
| DOW DOW INC COM | United States | Stock | 5,516 | $284,405 | 0.29% | 2023-09-30 | 2023-11-08 | -46.45% |
| ADBE ADOBE INC COM | United States | Stock | 508 | $259,029 | 0.26% | 2023-09-30 | 2023-11-08 | -54.27% |
| MDLZ MONDELEZ INTL INC CL A | United States | Stock | 3,706 | $257,196 | 0.26% | 2023-09-30 | 2023-11-08 | -14.52% |
| AMGN AMGEN INC COM | United States | Stock | 883 | $237,315 | 0.24% | 2023-09-30 | 2023-11-08 | +57.63% |
| COST COSTCO WHSL CORP NEW COM | United States | Stock | 419 | $236,439 | 0.24% | 2023-09-30 | 2023-11-08 | +63.66% |
| RJF RAYMOND JAMES FINL INC COM | United States | Stock | 2,270 | $227,976 | 0.23% | 2023-09-30 | 2023-11-08 | +59.17% |
| TMO THERMO FISHER SCIENTIFIC INC COM | United States | Stock | 441 | $223,221 | 0.22% | 2023-09-30 | 2023-11-08 | +34.27% |
| LEN LENNAR CORP CL A | United States | Stock | 1,956 | $219,522 | 0.22% | 2023-09-30 | 2023-11-08 | -23.59% |
| PRU PRUDENTIAL FINL INC COM | United States | Stock | 2,284 | $216,729 | 0.22% | 2023-09-30 | 2023-11-08 | +21.26% |
| IBM INTERNATIONAL BUSINESS MACHS COM | United States | Stock | 1,523 | $213,680 | 0.21% | 2023-09-30 | 2023-11-08 | +56.80% |
| UCB UNITED CMNTY BKS BLAIRSVLE GA COM | United States | Stock | 8,405 | $213,571 | 0.21% | 2023-09-30 | 2023-11-08 | +32.23% |
| AFL AFLAC INC COM | United States | Stock | 2,738 | $210,142 | 0.21% | 2023-09-30 | 2023-11-08 | +48.09% |
| RTX RTX CORPORATION COM | United States | Stock | 2,888 | $207,869 | 0.21% | 2023-09-30 | 2023-11-08 | +159.75% |
| TROW PRICE T ROWE GROUP INC COM | United States | Stock | 1,936 | $203,028 | 0.20% | 2023-09-30 | 2023-11-08 | -0.34% |
| IRM IRON MTN INC DEL COM | United States | REIT | 3,336 | $198,325 | 0.20% | 2023-09-30 | 2023-11-08 | +87.55% |
| MMM 3M CO COM | United States | Stock | 2,080 | $194,730 | 0.20% | 2023-09-30 | 2023-11-08 | +115.24% |
| STWD STARWOOD PPTY TR INC COM | United States | REIT | 10,041 | $194,293 | 0.20% | 2023-09-30 | 2023-11-08 | -25.79% |
| MS MORGAN STANLEY COM NEW | United States | Stock | 2,377 | $194,130 | 0.19% | 2023-09-30 | 2023-11-08 | +136.02% |
| TXN TEXAS INSTRS INC COM | United States | Stock | 1,205 | $191,607 | 0.19% | 2023-09-30 | 2023-11-08 | +77.15% |
| OHI OMEGA HEALTHCARE INVS INC COM | United States | REIT | 5,653 | $187,453 | 0.19% | 2023-09-30 | 2023-11-08 | +40.35% |
| PANW PALO ALTO NETWORKS INC COM | United States | Stock | 763 | $178,878 | 0.18% | 2023-09-30 | 2023-11-08 | +231.35% |
| FISV FISERV INC COM | United States | Stock | 1,583 | $178,816 | 0.18% | 2023-09-30 | 2023-11-08 | — split 2025-10-29, ratio not on file |
| KRP KIMBELL RTY PARTNERS LP UNIT | United States | Stock | 10,933 | $174,932 | 0.18% | 2023-09-30 | 2023-11-08 | -10.62% |
| HBAN HUNTINGTON BANCSHARES INC COM | United States | Stock | 16,687 | $173,545 | 0.17% | 2023-09-30 | 2023-11-08 | +46.83% |
| SBUX STARBUCKS CORP COM | United States | Stock | 1,856 | $169,397 | 0.17% | 2023-09-30 | 2023-11-08 | +4.56% |
| HONZZZZ HONEYWELL INTL INC COM | Stock | 907 | $167,559 | 0.17% | 2023-09-30 | 2023-11-08 | ||
| VZ VERIZON COMMUNICATIONS INC COM | United States | Stock | 5,007 | $162,289 | 0.16% | 2023-09-30 | 2023-11-08 | +41.87% |
| SYY SYSCO CORP COM | United States | Stock | 2,456 | $162,219 | 0.16% | 2023-09-30 | 2023-11-08 | +18.83% |
| UNP UNION PAC CORP COM | United States | Stock | 731 | $148,854 | 0.15% | 2023-09-30 | 2023-11-08 | +34.63% |
| AMD ADVANCED MICRO DEVICES INC COM | United States | Stock | 1,418 | $145,799 | 0.15% | 2023-09-30 | 2023-11-08 | +490.91% |
| UPS UNITED PARCEL SERVICE INC CL B | United States | Stock | 911 | $141,998 | 0.14% | 2023-09-30 | 2023-11-08 | -39.74% |
| PM PHILIP MORRIS INTL INC COM | United States | Stock | 1,495 | $138,407 | 0.14% | 2023-09-30 | 2023-11-08 | +109.44% |
| CSCO CISCO SYS INC COM | United States | Stock | 2,574 | $138,381 | 0.14% | 2023-09-30 | 2023-11-08 | +98.92% |
| D DOMINION ENERGY INC COM | United States | Stock | 3,058 | $136,601 | 0.14% | 2023-09-30 | 2023-11-08 | +35.75% |
| SYK STRYKER CORPORATION COM | United States | Stock | 500 | $136,528 | 0.14% | 2023-09-30 | 2023-11-08 | +2.01% |
| TJX TJX COS INC NEW COM | United States | Stock | 1,521 | $135,186 | 0.14% | 2023-09-30 | 2023-11-08 | +50.54% |
| COP CONOCOPHILLIPS COM | United States | Stock | 1,106 | $132,499 | 0.13% | 2023-09-30 | 2023-11-08 | +4.71% |
| TGT TARGET CORP COM | United States | Stock | 1,198 | $132,481 | 0.13% | 2023-09-30 | 2023-11-08 | +41.48% |
| CRM SALESFORCE INC COM | United States | Stock | 637 | $129,171 | 0.13% | 2023-09-30 | 2023-11-08 | +11.11% |
| MO ALTRIA GROUP INC COM | United States | Stock | 3,011 | $126,597 | 0.13% | 2023-09-30 | 2023-11-08 | +63.42% |
| KVUE KENVUE INC COM | United States | Stock | 6,279 | $126,082 | 0.13% | 2023-09-30 | 2023-11-08 | -10.81% |
| PAYX PAYCHEX INC COM | United States | Stock | 1,077 | $124,210 | 0.12% | 2023-09-30 | 2023-11-08 | -13.89% |
| CMCSA COMCAST CORP NEW CL A | United States | Stock | 2,668 | $118,299 | 0.12% | 2023-09-30 | 2023-11-08 | -48.03% |
| AMAT APPLIED MATLS INC COM | United States | Stock | 828 | $114,637 | 0.12% | 2023-09-30 | 2023-11-08 | +269.82% |
| NI NISOURCE INC COM | United States | Stock | 4,567 | $112,714 | 0.11% | 2023-09-30 | 2023-11-08 | +59.32% |
| CL COLGATE PALMOLIVE CO COM | United States | Stock | 1,580 | $112,354 | 0.11% | 2023-09-30 | 2023-11-08 | +21.59% |
| NFLX NETFLIX INC COM | United States | Stock | 289 | $109,126 | 0.11% | 2023-09-30 | 2023-11-08 | +86.18% |
| QCOM QUALCOMM INC COM | United States | Stock | 976 | $108,395 | 0.11% | 2023-09-30 | 2023-11-08 | +65.77% |
| APH AMPHENOL CORP NEW CL A | United States | Stock | 1,255 | $105,407 | 0.11% | 2023-09-30 | 2023-11-08 | — split 2026-08-28, ratio not on file |
| SO SOUTHERN CO COM | United States | Stock | 1,601 | $103,617 | 0.10% | 2023-09-30 | 2023-11-08 | +28.94% |
| GIS GENERAL MLS INC COM | United States | Stock | 1,491 | $95,413 | 0.10% | 2023-09-30 | 2023-11-08 | -47.15% |
| NKE NIKE INC CL B | United States | Stock | 997 | $95,374 | 0.10% | 2023-09-30 | 2023-11-08 | -62.52% |
| CNI CANADIAN NATL RY CO COM | Stock | 837 | $90,672 | 0.09% | 2023-09-30 | 2023-11-08 | +11.28% |
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